04/16/1998 - Packet March 18, 1998
FirstName» «LastName»
«Address 1»
«City», «State» «PostalCode»
Dear«FirstName»:
Our first Budget Committee meeting is scheduled for Thursday, April 16, 1998. The meeting
will be held at the Tigard Water Building at 8777 SW Burnham Street in Tigard and will begin at
6:00 PM. We will send a packet to you prior to the meeting including all the requests for your
review. The tentative agenda for the meeting is as follows:
6:00 Dinner
6:30 Measure 50 impact
Five Year Financial Plan
Social Service and Events funding policy
7:00 Hearing on funding requests
9:00 Adjourn
We have also scheduled future budget committee meetings to discuss the 1998/99 budget. All of
these meetings will begin with dinner at 6:OOPM. and will be held at the Water Building:
Monday May 4
Monday May 11
Thursday May 21
Thursday May 28
If you have any questions about the agenda of the April 16 meeting or about the schedule of
future meetings, please call me at 639-4171 EXT. 345. I am looking forward to working with
you through the 1998/99 budget process.
Sincerely
Wayne Lowry
City of Tigard, Oregon
Summary of Budget Requests
Social Agencies "
I
Agency/Requestor 11994/95 11995/96 11996/97 1997/98 1998/99
I I i
Interfaith Outreach Services
Requested ( j 10,000', 15,5001 20,0001 20,000
Actual 2,5001 5,5001 01 6,5001
i
Dial A Ride (Red Cross)
Requested ! 5,0001 1,000 1,0001 1,100
Actual 1,5001 1,5001 1,000i1,0001
I I
Tigard Senior Center
Requested j 18,0001 18,000' 20,000 20,000
Actual 1 I 15,0001 15,0001, 16,0001 16,000
Luke Dorf, Inc.
Requested 10,0001 10,0001 10,0001 7,000
Actual 4,500'1 7,5001 7,5001
I
Shelter- Domestic Violence 1
Requested j j 3,500' 2,1001 2,100 i 3,000
Actual i 2,0001 2,250! 2,1001 2,1001
' I I
Rape Crisis Center
Requested ! ! 5001 500; 750j 0
Actual 5001 500 500 i 7501
1 i
Tualatin Valley Mental Health
(Community Youth Services)
Requested 30,000' 27,5001, 28,0431 28,000
Actual _ 22,9171 23,000 24,0001 22,000.
_ I
Community Action Or -� �-
9�_
Requested _ _ L-_10 000 10,0001 10,000' 10 000
Actual 7,500! 7,500 8,0001 8,0001
!Total Requests 01 87 0001 84,600 91,8931
q 89,100
Total Actual 51,917 59,7501 59,1001 63,850]
_ City of Tigard, Oregon
Summary of Budget Requests
Arts and Events
j
Event Organization/Requestor 1994/95 1995/96 1996/97 1997/98 1998/99
i
Broadway Rose Theatre Co. 1
Requested 1 ! 12,1741 10,0001 8,000 16,980
Actual ! 4,000 6,5001 7,500 7,000
I I
Festival of Balloons 1
Requested 5,0001 10,000 10,0001 5,000
Actual 5,0001 5,0001 10,000 5,000
I !
Fourth of July Celebration
Requested I4,000, 4,000 4,000 4,000
Actual 4,0001 3,000 4,000 4,0001
I i I
Tualatin Valley Community Band 1
Requested 8601 1,2001 1,0001 1,250
Actual 1 1 6501 9001 900
I
Affairs of the Art
Requested i ! 5001 7501 01 0
Actual 1 5001 5001 0
Tigard Country Daze I
Requested 1 5,0001 5,0001 2,0001 4,000
Actual
5,0001 5,0001 5,0001 2,500
!
i
THS Graduation Celebration j
Requested 5001 5001 5001 500
Actual 500 5001 5001
1 li 1
ITotal Requests -__ j 0� 28,034 31,450 25,500! 31,730
-__ ITotal Actual ( 8,0001 21,1501 28,400 19,900'i 0
City of Tigard, Oregon
Budget Committee
Funding Request Worksheet-1998/99
Requested Burgess Dirksen Patton Nicoli Hunt Moore Scheckla Rohlf Williams Farnstrom Average
Broadway Rose 16,980 0
Festival of Balloons 5,000 0
Fourth of July 1 4,000 0
TV Community Band 1,250 0
Country Daze 4,000 0
Riverkeepers
THS Grad Celebration 500 0
Total Arts/Events 31,730 0 0 0 0 0 0 0 0 0 0 0
Interfaith Outreach 20,000 0
Dial A Ride-Red Cross 1,100 0
Tigard Senior Center 20,000 0
Luke Dorf 1 7,000 0
Shelter Domestic Violence 3,000 0
TV Mental Health 28,000 0
Neighborshare(CAO) 10,000 0
Total Social 89,100 0 0 0 0 0 0 0 0 0 0 0
Grand Total 120,830 0 0 0 0 0 0 0 0 0 0 0
Amount Available
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STATEMENT OF AGENCY ORGANIZATION
SHELTER/Domestic Violence Resource Center, Inc. (DVRC) is a private, nonprofit agency organized
specifically to stop domestic violence in Washington County. The original agency, Women Together,
Inc., was organized in 1977. The Shelter opened in 1978. Washington County is the second largest and
fastest growing county in Oregon. It has diverse rural and agricultural migrant populations and urban,
high-tech populations. DVRC's commitment is to meet the expanding need for domestic violence
services throughout the county's municipalities and unincorporated rural areas.
DVRC'S PROGRAMS INCLUDE:
Safe shelter and 24-hour crisis line. The house capacity is 15 to 21 women and children with stays up
to eight weeks. 5.50 FTE paid positions and 13 volunteers provide victim advocacy, information,
education and referral to shelter clients and crisis line callers.
A shelter-based children's program includes age-specific art, music and play to address issues of self-
esteem, safety plans and non-violent expression. A pet assisted therapy program includes 2 dogs and
their owners. 1 FTE paid position and 1 volunteer.
Transitional case-management for women and children moving out of the shelter. The program
provides services up to one year. This position also provides Spanish interpretation for mono-lingual
shelter residence. 1 FTE provides transitional case-management.
Hispanic outreach provides advocacy, education, referrals and case-management to assist domestic
violence survivors strive for self-sufficiency. Program length is 6-18 months depending on individual
needs. 1 FTE coordinates the Hispanic Outreach program.
Women's support groups; four community-based and one shelter-based. The equivalent of 1 FTE paid
staff and four interns serve as group facilitators.
Restraining Order Room provides education about restraining orders and assistance in completing
restraining order requests. The program provides for interpreters in court and legal representation in
contested restraining order hearings. 1 FTE coordinates the program and trains volunteers. 1 FTE
AmeriCorps member and 6 volunteers staff the room five days per week.
HopeSpring provides transitional housing and case-management. HopeSpring is a collaboration
between DVRC, Community Action Organization, Tualatin Mental Health and Lutheran Family Services.
HopeSpring utilizes two affordable housing complexes in Aloha and Tigard.
The Family Violence Intervention Team (FVIT) is a collaboration between DVRC and the Washington
County Sheriff's Office providing intervention education and services to police identified victims. 1.5
FTE positions under DVRC. 1 FTE Sheriff's Corporal under county supervision. Subcontracts provide
legal services, child education and perpetrator intervention.
A speaker's bureau made up of staff and volunteers educates community agencies, organizations and
corporations in the dynamics, intervention and prevention of domestic violence.
the ImeserYe�
Ta our calendar for an afternoon at The
Mark Thursday,June 25,on y Playhooky with
Reserve Vineyards and Golf Club. omcause:
It,s great fun for a great
The 10th Annual Shelter/Domestic Violence
Resource Centers Golf Fling!
The Place to Be: Reserve Vineyards and Golf
Club,Aloha '
The Time of Your Life: 1:30 P.M.
—SHOTGUN START! '' `
� .
RSVP: For more information
:-`f •Y
registration materials,call _< K :: `.;
� ..
503-640-5352 : ;�... ..
SPONSORSHIP OPPO� MORE INFORMATION!
AVAILABLE;CAI.
CITY OF TIGARD, OREGON
13125 S.W. HALL BLVD.
TIGARD, OR 97223
AGENCY FUNDING REQUEST APPLICATION
AGENCY: SHELTER/Domestic Violence Resource Center
ADDRESS: P.O. Box 494, Hillsboro, OR 97123
PERSON PREPARING APPLICATION Barbara Schulties
PHONE NUMBER 640-5352
1. Describe the Agency's Mission: Shelter/DVRC's mission is to stop domestic violence by
providing intervention through shelter, support services. advocacy, and education to the
community,
2. What programs/services did your agency provide in Tigard this year and specifically
describe how Tigard funds were used by your organization?
Our emergency shelter provides a safe haven for families escaping imminent physical danger. Our
community-based programs include community education. restraining order advocacy. case
management for families transitioning out of shelter or in danger of becoming homeless. Hispanic
outreach- and five community-based victim support groups All of our programs are available to
Tigard residents.
3. What types of services will be provided in the year in which funding is requested and how
many Tigard residences are estimated to be served? Also explain the impact on such services if
you are granted less than you are requesting?
In 1997 Tigard families were served and counted in the following ways: We provided emergency
shelter to 11 women and children for 52 bed nights, 99 crisis calls were answered. and 127
residents were given Restraining,Order advocacy information In 1998 we expect all of those
numbers to increase We expect to add a new program in 1998 that will address elder abuse If
DVRC is granted less than requested our services will continue to be available to Tigard residents
1. dvrc/Tigard
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate Actual X (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 154 29.9 Male 166 32 Black 115 22.3
6-19 191 37.1 Female 349 68 Hispanic 52 10.1
20-45 156 30.3 Asian 21 4.1
46-64 12 2.3 Am. Indian 13 2.5
65+ 2 0.4 (White (Anglo) 267 51.9
Multi-Cultural/Racial 44 8-6
Unknown 0 Middle Eastern/
East Indian 3 .5
Total 515 100% Total 515 100% Total 515 100%
2. dvrc/Tigard
FUNDRAISING
1. Please identify geographic area covered in fund raising activities.
We target Washington County with fundraising activities but include the Portland Metro
area.
2. Were funds solicited last fiscal year? Yes.
A. Who did solicitations?
By Board Members Yes
By Employees Yes
By Professional Fund-Raiser No
B. How did you do solicitations? Approximate amount of
Revenue from each
By Correspondence $
By Benefits, Auctions, Sp. Events $ 26,328.32
By Campaigns $ 331434.25
By sales of goods or services $ 0
Other $ 201-399.32
Total Revenue from solicitations $ 559.161.89
3. Sources of funds collected during the last fiscal year:
Corporations and Businesses $ 5,000.00
Individuals* (combined with United Way) $ 146 519.89
Foundations $ 15,500.00
Service Clubs/Civic Organizations $ 0
Government Grants $ 386,882.25
Other(specify) interest, sales to public, fund transfers $ 5,259.75
TOTAL (should agree with total of 2B above) $ 559,161.89
3. dvrc/Tigard
4. What fund-raising activities does the agency plan to conduct next year?
ACTIVITY MONTH EXPENSES THE FUNDS
CONDUCTED ARE TO USED FOR:
A. Holiday Letter December (X) Operating
B. Golf Tournament June (X) Operating
C. Easter Letter April (X) Operating
D. Barbecue August (X) Operating
FINANCIAL INFORMATION
1. What fiscal year is used? July 1 - June 30
2. By whom, and how are expenditures authorized? Authorization occurs at three levels.
Program Manager, Executive Director. and Board.
3. What is the amount requested from the City of Tigard for the next fiscal year? $3.000
4. If funds are being solicited from other local governments in the State of Oregon, please
list them and the requested amounts below.
LOCAL GOVERIV-IMENT RECEIVED REQUESTED REQUESTED
1996/97 1997/98 1998/99
Beaverton 15,000 $ 15,000 $ 15,000
Hillsboro $ 5.000 $ 5,000 $ 5,000
Tualatin $ 2,000 $ 2,000 $ 2,500
Washington County 15-000 $ 17,000 $ 17,000
Cornelius $ 500 $ 500 $ 500
5. Have the financial records of the organization been audited? Yes If so, please submit
a copy of the latest audit report?
4. dvrc/Tigard
6. Were government or foundation grants received during the last fiscal year? Yes
If yes, list source and amount:
A. Federal Government $ 191,014
B. State Government $ 136*281
C. Local Government $ 41,600
D. Foundations $ 30,000
7. Were matching funds required? Yes If yes, what percent of match was required?
Varies from 15% to 50%
8. Does the organization have contracts for services with other agencies? No
9. Capital or endowment funds on hand $ 0
10. What are plans, if any, for use of these funds?
PROPERTY INFORMATION
Describe location of property (buildings, offices, recreational facilities, etc.) used by the agency:
OWNED LEASE RENT
AMOUNT AMOUNT
A. Shelter(confidential location)
B. Office: 451 S. First Street. Suite 700 $1755.00 (monthly)
5. dvrc/Tigard
MEMBE RSHIP/V OLUNTEER S/PERS ONKEL
1. Does the organization have a membership? No
A. If so, how many?
B. Are there membership dues? How much?
Total dues received last year?
2. Does the organization have auxiliaries, guilds, or affiliated organizations whose activities
contribute to its program and/or support? No
NAMEOF PURPOSE OF AMOUNT OF SUPPORT
ORGANIZATION ORGANIZATION $
VOLUNTEERS
1. How many, if any, volunteers are used in the program? 304
2. Describe how they are used: In shelter volunteers answer crisis line, work in children's
program. do special �rojects (Day of Caring), volunteers assist in Restraining Order Room. in
office they sort donations, do clerical work, work on fundraisers, serve on Board.
3. Please estimate the total number of volunteer manpower hours over the last twelve (12)
months: 8.059 hours
4. Is training available for volunteers? Yes
When? DVRC holds mandatory training sessions three times a year.
Time Required 30 hours
6. dvrc/Tigard
STAFF
I. How many employees are involved in the program?
Part Time 5 . Full Time 9
2. Please estimate the total number of manpower hours of paid employees in the year for
which funding is requested. 25}688
7. dvrc/Tigard
DVRC BOARD OF DIRECTORS
NAME PHONE ADDRESS 1997
OFFICE
Lainie Block 648-8855 District Attorney's Office Secretary
150 N First Avenue, 3rd Floor
Hillsboro, OR 97124
Deborah Brown 647-5031 P.O. Box 130
North Plains, OR 97133
Diana Cave 652-2880 14063 Chatham Court
Lake Oswego, OR 97035
Nicole Deering 641-7990 Mason&Associates
4905 SW Griffith Drive, #202
Beaverton, OR 97005
Ted Hewitt 285-6808 Pac Lease Chair
550 NE Columbia Boulevard
Portland, OR 97211
Kim Katsion 648-8681 Washington County Commissioner
155 N First Avenue
Hillsboro, OR 97124
Thomas Ryan 640-0855 16185 SW Turtledove Lane Treasurer
Beaverton, OR 97007
Michael Swanson 648-0707 1821 SE Monter Bridge Road, #40
Hillsboro, OR 97123
Diane M. Williams 578-4047 Sequent Computer Systems
15450 SW Koll Parkway
Beaverton, OR 97006
Shervl Jarvis 640-5352 (Physical) 451 S First Avenue Executive
Hillsboro, OR 97123 Director
(Mailing) P.O. Box 494
Hillsboro, OR 97123
revised 1/30/98
AGENCY BUDGET
AGENCY: SHELTER/Domestic Violence Resource Center, Inc.
General Operating Funds February 2, 1998
Name of Program Date Submitted
PROJECTED NEXT FISCAL
REVENUE & EXPENSES LAST FISCAL THIS YEAR
YEAR ACTUAL FISCAL YEAR PROPOSED
1996-97 1997-98 1998-99
PUBLIC SUPPORT& REVENUE
0 CARRY OVER PREV. YEAR 74,538 118,780
1 ALLOC- UNITED WAY 69,300 62,810 65,950
2 CONTRIBUTIONS (PRIVATE) 74,392 90,000 95,000
3 SPECIAL EVENTS 23,328 30,000 35,000
4 LEGACIES & BEQUESTS 0 0 0
5 TOTAL GOVT FEES &GRANTS
A. FEDERAL 265,688 281,189 266,800
B. STATE 77,510 86,268 89,668
C. REVENUE SHARING 0 0 0
D. COUNTY 30,000 17,000 20,000
6 MEMBERSHIP DUES 0 0 0
7 PROGRAM SERVICE FEES 0 0 0
8 SALES OF MATERIALS 468 0 0
9 INVESTMENT INCOME 1,376 1,300 2,100
10 MISCELLANEOUS REVENUE
LOCAL GOVT 17,100 9,600 9,600
11 TOTAL SUPPORT& REVENUE 559,162 652,7051 702,898
EXPENSES
12 SALARIES 250,431 302,605 317,735
13 EMPLOYEE BENEFITS 31,698 39,248 41,306
14 PAYROLL TAXES, ETC. 27,398 30,049 34,951
15 PROFESSIONAL FEES 75,792 56,661 59,494
16 SUPPLIES 7,469 8,000 8,400
17 TELEPHONE 10,708 9,800 11,000
18 POSTAGE& SHIPPING 2,147 3,000 3,200
19 OCCUPANCY-RENT, UTIL., ETC. 32,431 34,424 36,145
20 EQUIP. RENTAL& MAINT. 3,336 1,500 3,000
21 PRINTING & PUBLICATIONS 8,280 8,000 10,000
22 TRAVEL 4,956 4,300 6,300
23 CONFERENCES &MEETINGS 3,965 9,500 6,750
24 SPECIFIC ASSIST. TO INDIV. 8,799 9,000 9,450
25 MEMBERSHIP DUES 930 1,500 1,500
26 MISCELLANEOUS EXPENSES 1,010 300 500
27 DEPRECIATION 15,274 16,038 16,840
28 TOTAL EXPENSES 484,624 533,925 566,571
6
AGENCY BUDGET - PAGE 2
29 EXCESS (DEFICIT) OF
REVENUE OVER EXPENSE
(11 MINUS 28) 74,538 118,780 136,327
30 BOARD RESTRICTED FUNDS
31 OTHER RESTRICTED FUNDS
32 LAND,BLDGS, EQUIP. 122,098 128,203 134,613
33 INVESTMENT SECURITIES
34 ENDOWMENTS/OTHER FUNDS
7
SHELTER/DOMESTIC VIOLENCE
RESOURCE CENTER, INC.
Statements of Financial Position
June 30, 1996 and 1995
1996 1995
ASSETS
Current Assets:
Cash and cash equivalents $ 39,391 $ 59,931
Grant funds receivable 44,206 11,446
Pledges receivable 52,473 51,311
Prepaid expenses 5,823 5,635
Total Current Assets 141,893 128,323
Rent deposit 3,029 1,094
Land, building and equipment, net
of accumulated depreciation 130,994 131,030
Total Assets $ 275,916 $ 260,447
LIABILITIES
Current Liabilities:
Accounts payable 6,019 3,290
Accrued payroll and taxes 4,103 6,293
Deferred revenue 2,380 2,380
Total Current Liabilities 12,502 11,963
NET ASSETS
Unrestricted 141,250 107,819
Temporarily restricted 122,164 140,665
Total Net Assets 263,414 248,484
Total Liabilities and Net Assets $ 275,916 $ 260,447
The accompanying notes are an integral part of the financial statements
- 3 -
TUALATIN: VALLEY
C E N T E R S
January 28, 1998
Budget Committee
Social Agency Funding Committee
City of Tigard
13125 SW Hall Blvd
Tigard,Oregon 97223
Dear Committee Members:
Tualatin Valley Center(TVQ is please to submit the enclosed funding request in response to
your Social Service Funding Policy. We are requesting ongoing funding for our Teen Parent Program in
Tigard.
We continue to experience difficulty as continued health care reform and changes in government
funding priorities occur. We understand the limitations on the City of Tigard due to state and federal
demands on local communities. We continue to believe it is essential that we commit to working together
and to form affiliations so that services can continue to be offered,but more efficiently and in cooperation
with other programs doing similar services. Worldng with the City of Tigard has been one such
affiliation. TVC has a long and significant relationship with the City of Tigard providing a broad range
of social and health services to its citizens,including adolescent chemical dependency treatment;
adolescent day treatment; outpatient counseling to children, adolescents, adults and families;family
coaching,family sex abuse treatment,and the Teen Parent Program.
We continue to need your support now, more than ever, if we are going to continue to provide
these essential services to citizens of the City of Tigard. The services we provide are effective and
preventive in nature. If we work cooperatively now,we will dramatically reduce public expenditures on
these citizens in the future.
We look forward to continuing to work with the City in an effort to address the needs of its most
needy citizens.
Sincerely
ren E ers, L
Child an Family Service Director
KE:wsf
Enclosures
Printed ® a United
on Recycled Paper Tigard Site 8770 SW$coffins Street Tigard,OR 97223 503-684-1424 Fax:303-684-1423 WavAgenw
Tualatin Valley Centers
Teen Parent Program Description
The Teen Parent Program of the Tualatin Valley Center has served teen parents and their
infants and children since 1988. It currently provides service in Washington County in
Tigard, Beaverton and Forest Grove. Originally, it was a program of Community Youth
Services, an agency which merged with Tualatin Valley Center in 1995. A case manager
works with each teen parent and the resources of that community.
Tigard's teen parent case manager works closely with the Tigard School District at the
Twenty-First Century Academy on Durham Road where many Tigard teen parents attend
school while their infants are in day care. The case manager focuses on visiting teen's in
their homes, teaching them parenting skills and supporting them in academic and
vocational pursuits. Parenting groups are held weekly throughout the year so that teen
parents may learn and share with one another in an effective peer environment.
Teen parents being served range in age from twelve to twenty. This program serves
newborns to age five. The average teen parent being served is sixteen and has one child.
In our last program year, the Tigard program served seventy-seven parent/infants. Our
goal for the current year is to serve fifty-six parents/infants.
The goal of the Teen Parent Program is to help parents and their children develop and
sustain close relationships, to increase clients' nurturing abilities, and to promote the child's
good mental and physical health and well-being in a safe, stimulating environment. High
school completion has always been one of our primary focuses. The case management
model includes year round outreach, client assessment, individual case planning, support
group, life skills training(parent education, child birth education, child development
instruction), resource advocacy, case coordination, and recreational activities.
The Teen Parent Program is supported by a variety of funding sources, including the
Washington County Commission on Children and Families, Portland Community College,
the City of Beaverton, and the City of Tigard.
The program is a vital prevention tool in curtailing child abuse, family conflict and
violence; in preventing mental and physical health problems; in keeping youth in school;
keeping clients independent of public welfare; and in preventing more teen pregnancy.
The program supports and educates the teen parent, aids the young child, and indirectly
relieves the public sector drain on community resources.
(KE:c:\Teen Parent\Program Descrip:1-29-98:KE:wsfl
CITY OF TIGARD, OREGON
13125 S.W. Hall Blvd.
Tigard, OR 97223
AGENCY FUNDING REQUEST APPLICATION
AGENCY: Tualatin Vallev Centers (Tigard Branrh)
ADDRESS: 8770 sw sroffinc
Ti aarrl (lraann A7�7�
City State Zip
PERSON PREPARING APPLICATION Karen Eggers
PHONE NUMBER (503) 684-1424
Z�ralatin Valley Centers--govides professional and effective mental. health,
1. Describe the Agency's Mission: ` edcal -y, and social services that are accessible to all m
of the cammani.ty. Treatment is offered in a variety of locations, with the goal of assisting children,
adults, youth, and fem lies to improve and maintain social, academic, farri ly, arra ocapatirnal functioning.
2. What programs/services did your agency provide in Tigard this year and specifically describe
how Tigard funds were used by your organization?
JTeen Parent Program: Case mmemrage r mt and support services for pmgmt and parenting teals arra raxsery
earn for infants at 21st Century Academy Alternative School.
-Outpatient Mental Health Services: Inhvirival., group, and fammily treatment for dulcken, youth, adults, and
fanil_i es.
Chemical Deper derxy Program: Specialized treatment programs for vne n aril youth are based at the Tigan
office. 'kb provide assessment and u ividual and grasp substage abuse treatment in both regA.-T and intensix
outpatient settings, as ve1l as dnig-free short teen residential services for Lumen with yang d ldren.
3. What types of services will be provided in the year in which funding is requested and how
many Tigard residents are estimated to be served? Also explain the impact on such services
if you are granted less than you are requesting?
-Teen Parent case mmeBgement and sm-ipport serdoes - %
Ado
t�,lescent Lhy Treatment Prr= - 82
"outpatient Intal Health Services - 320
Women's Intensive Outpatient Treatmme t Program - 52
''Youth aemr nal Depan`]a� Program - 72
Mm Teen Parent Program will be sib i fi cantly impacted in Tig xd in term of ambers of teats served, the
quality of case mmiagement given and the caiseq�antial higher risk of d-uM abuse, less mental and ptrysical
rare, more drop-outs and y in this at risk population and more strain on cmm at-y resourues.
1
Outpatient Mental Health Services
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate Actual ?53 (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 Male inn rn Black 2 1
6-19 89 35 Female 153 _6n Hispanic 5 2
20-45 122 48 Asian 3_ 1.2
46-64 36 1_ Am. Indian 4 _1,_e
65+ 4 2 White
(Anglo) 201 79
'lnknown Unknown _3$ 19 _
TOTAL 253 100 TOTAL 253 100 TOTAL 253 100
2
Youth Chemical Dependency Services
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate Actual 66 (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 Male 43 65 Black 3 _ _5_
6-19 63 95 Female _23— 15 Hispanic _9 3
20-45 �_ _� Asian _ 1 1
46-64 Am. Indian
65+ White
(Anglo) _5.5_ 83_
Jnknown Unknown 5 8
TOTAL 66 100 TOTAL 6_ ion TOTAL 66 1 QQ _
2
Teen Parent
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate Actual 77 (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 38 49 Male 1_ —25_ Black _1 _4
6-19 19 5_ Female 58 75 Hispanic I$_ 91 _
20-45 Asian
46-64 Am. Indian 6 8
65+ White
(Anglo) 50 65
lnknown Unknown
TOTAL 77 100 TOTAL 77 100 TOTAL 77 100
2
Childcare
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate Actual 25 (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 25 100 Male 10 40 Black 1 4
6-19 Female 15 6_ Hispanic _g_ 39.
20-45 Asian
46-64 Am. Indian 1 4
65+ White
(Anglo) _1_5— _ n
Inknown Unknown
TOTAL 25 100 TOTAL 25 100 TOTAL .25— i nn
2
Women's Intensive Outpatient
Treatment Program/Scoffins Hous
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate Actual Sn (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 ?_ 5_ Male 15 _ _3pBlack —36_
6-19 6 2 Female -15 fig_ Hispanic 3 6
20-45 1g_ 38_ Asian
46-64 4 8 Am. Indian
65+ White
(Anglo) 40 80
Unknown Unknown 4 8
TOTAL 50 100 TOTAL 50_ app_ TOTAL 5_ iQQ _
2
Adolescent Day Treatment Program
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate Actual 82 (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 Male 41 _5,0_ Black
6-19 '5._ _43 _ Female 41 50 Hispanic 1 1
20-45 45 55 Asian
46-64 2 _2 Am. Indian _1— 1 _
65+ White
(Anglo) _ 7$_ --9(—
' Inknown Unknown
TOTAL 82 100 TOTAL _89, inn TOTAL 8_ inn
2
FUNDRAISING
1. Please identify geographic area covered in fund raising activities.
Washington County, Portland metro area
2. Were funds solicited last fiscal year? yes
A. Who did solicitations?
By Board Members x
By Employees X
By Professional Fund-Raiser
B. How did you do solicitations? Approximate amount of
revenue from each
By Correspondence $ 37,631
By Benefits, Auctions, Special Events $ 2,815
By Campaigns $ 132,474
By sales of goods or services $ 6,645,814
Other $ 743,328
Total Revenue from solicitations $ 7,562,062
3. Sources of funds collected during the last fiscal year:
Corporations and Businesses $ 50,553
Individuals $ 5.315
Foundations $ 44,472
Service Clubs/Civic Organizations $ 132,474
Government Grants $ 6,124,849
Other (specify) fee-for-service, investment- incrnne, $
1,204,399
miscellaneous revenue
TOTAL (should agree with total of 2B above) $ 7,562,062
*Includes $7,159,603 operating revenues and $402,459 capital grant revenue.
3
4. What fund-raising activities does the agency plan to conduct next year?
MONTH EXPENSES THE FUNDS
ACTIVITY CONDUCTED ARE TO BE USED FOR:
A.Bridge-to-Bridge Run April 1 NA [ ] CAPITAL OPERATING
B [J CAPITAL [ ] OPERATING
C _ [ ] CAPITAL [ ] OPERATING
D [] CAPITAL [ ] OPERATING
FINANCIAL INFORMATION
1. What fiscal year is used? June 30
2. By whom, and how are expenditures authorized? Budget approved by volunteer Board of
Directors; expenditures authorized by manag -e„'- staff
3. Amount requested from the City of Tigard for the 1998/99 fiscal year? Our request is for
$28,000 to provide the Same Scrcri ro as last fiscal vPar Jnr Ti Durr! r42S4d9M#6 SdtE2
it appears future county funding will be reduced,
4. If funds are being solicited from other local governments in the State of Oregon, please list
them and the requested amounts below.
RECEIVED REQUESTED REQUESTED
LOCAL GOVERNMENT 1996/97 1997/98 1998/99
City of Beaverton 20,000 25.000 95,onn
5. Have the financial records of the organization been audited? yes If so, please
submit a copy of the latest audit report.
4
5. Were government or foundation grants received during the last fiscal year? des
If yes, list source and amount:
A. Meyer Memorial Trust $ 2.583
B. Robert Wood Johnson - $ 2.I&C
C carmToi tyTlaval ornent Block GYant $ 9A9 I 95q
D IFC Foundation $ 1,000
over
7. Were matching funds required? Yes If yes, what percent of match was required?
0-75�/
8. Does the organization have contracts for services with other agencies? yes If yes,
please list.
AGENCY SERVICE PROVIDED AMOUNT
U.S.A. Ment-^1 hP^1 th al rnhnl and rinio or social 140.790
services
State of Oregon Same as above 3,102,998
move:
9. Capital or endowment funds on hand $ -o-
10. What are plans, if any, for use of these funds? n/a
PROPERTY INFORMATION
Describe location of property (buildings, offices, recreational facilities, etc.) used by the agency:
LEASE RENT
OWNED AMOUNT AMOUNT
A. 8770 SW Scoffins Tigard -n-
B. 8750 W Sr- lffin Tignrrd -C. 17065 SW Tualatin Valley Highway, Aloha 5,757.15/mo.
D. 14600 NW Cornell Road, Portland -n—
E. Oregon Women's Correctional Center Salem -07
F. 12270 & 12278 SW 2nd Street, Beaverton 1 ,00 Mo-
G. 971 SCJ Tsai nut Street-, Bi 11 Ghorn -0-
over
5
AGENCY BUDGET
AGENCY: TUALATIN VALLEY CENTERS
PROGRAM: COMMUNITY COUNSELING&SOCIAL SERVICES
DATE SUBMITTED: FEBRUARY 2, 1998
Actual Projected Proposed
Year Ended Year Ended Year Ended
June 30, 1997 June 30, 1998 June 30, 1999
(1) (1)
PUBLIC SUPPORT& REVENUE
0 Carry Over Prev.Year
1 Alloc-United Way 132,474 140,444 143,253
2 Contributions(Private) 60,025 20,138 20,541
3 Special Events 2,815 15,000 15,000
4 Legacies&Bequests - - -
5 Total Gov't Fees&Grants
A. Federal 140,790 155,750 158,865
B. State 3,258,998 3,510,245 3,580,450
C. Revenue Sharing - - -
D. County 1,897,565 2,222,970 2,267,429
E. Local 618,537 419,184 427,568
6 Membership Dues - - -
7 Program Service Fees 863,531 813,090 829,352
8 Sales of Materials - -
9 Investment Income 97,635 24,622 25,114
10 Miscellaneous Revenue 243,233 199,024 203,004
11 Total Support&Revenue 7,315,603 7,520,466 7,670,876
EXPENSES
12 Salaries 4,743,468 4,924,634 5,023,127
13 Employee Benefits 464,991 490,860 500,678
14 Payroll Taxes, Etc. 426,331 468,054 477,415
15 Professional Fees 323,272 386,124 393,846
16 Supplies 250,934 251,192 256,216
17 Telephone 95,565 102,834 104,891
18 Postage&Shipping 17,976 21,480 21,910
19 Occupancy-Rent, Util., Etc. 306,003 306,042 312,163
20 Equip. Rental &Maint. 73,397 70,646 72,059
21 Printing &Publications 48,379 55,234 41,339
22 Travel 82,379 85,356 87,063
23 Conferences&Meetings 7,644 8,382 8,550
24 Specific Assist.to Indiv. 9,186 8,302 8,468
25 Membership Dues 17,356 12,636 12,889
26 Miscellaneous Expenses 153,595 124,690 127,184
27 Depreciation 148,777 204,000 208,080
28 Total Expenses 7,169,252 7,520,466 7,670,875
29 Excess(Deficit) of Revenue over Expense 146,351 0 0
30 Board Restricted Funds - - -
31 Other Restricted Funds - - -
32 Land, Bldgs, Equip. 2,528,496 2,610,000 2,690,000
33 Investment Securities 252,578 266,470 281,125
34 Endowments/Other Funds 759,569 570,000 670,000
(1) Excludes$402,459 and $9,347 for 1996-97 and 1997-98, respectively,in capital grant revenue for
construction of new Adult Foster Home and the purchase and renovation of new Fredrick House.
MEMBERSHIP/VOLUNTEERS/PERSONNEL
1. Does the organization have a membership? No
A. If so, how many?
B. Are there membership dues? How much?
Total dues received last year?
2. Does the organization have auxiliaries, guilds, or affiliated organizations whose activities
contribute to its program and/or support? Ivo
NAME OF PURPOSE OF AMOUNT OF
ORGANIZATION ORGANIZATION SUPPORT
$
VOLUNTEERS
1. How many, if any, volunteers are used in the program? jately 20
2. Describe how they are used: V�,i,tpm, p=z;rjp rmospo-rar;r,, pn=am fona, irk with babies in
the Mxsimt—dale therapeutic n rSery, pr�support services, serve as mentors, help with activities
and personal care, aril sew clothes for teen parents, are g otl-jer activities. Stints frau local
Lmiversity cocrneling s provide individual and gmp Zcn ol trained
clinicians.
3. Please estimate the total number of volunteer manpower hours over the last twelve (12)
months: 900 across all p�s
4. Is training available for volunteers? yes
When? Intensive training pmgram and wkly aTezvi..sicn are pvvi ded to all volunteers and sb--d nts.
Time Required At least one daY of intaisive train;ng before beginnir volunteer vurk.
8
STAFF
1. How many employees are involved in the program?
Teen Pmt Piro�
Part Time .6 7 Full Time 2 FE
2. Please estimate the total number of manpower hours of paid employees in the year for which
funding is requested. 5za
9
BOARD OF DIRECTORS
AGENCY Tualatin Valley Centers
NAME ADDRESS OFFICE HELD TERM EXPIRES
ON BOARD
Karyn Baumeister 321 NW Royal Blvd. 1999
Portland, OR 97210
Beverly Bookin 621 SW Morrison St. #201 2000
Poxtland, OR 97205
Roy Clark, MD 7635 SW Miner Way 1999
Portland, OR 97225
Marie Cook 11100 SW Muirwood Drive 2000
Portland, OR 97225
Ron Desrosiers 6995 SW Windemere Loop Chair 2000
Portland, OR 97225
Lois Jackson 560 NW 87th Terrace 1999
Portland, OR 97229
( John Kendall, MD 3131 SW Evergreen Lane 1998
Portland, OR 97201
Bob Loy 9303 NW Cornell Road 1998
Portland, OR 97229
Bill McKinney 18222 S. Arnett Drive 1999
Oregon City, OR 97045
Kenneth Perry 522 SW Fifth Avenue ,818 1998
Portland, OR 97204
Mark Simmons One SW Columbia #1720 Secretary 1999
Portland, OR 97258
Mike Whitenack 3982 Belvedere Street NW Vice Chair 1998
Salem, OR 97304
Arlene Wood 10505 SW Hawthorne Lane 1999
ort an ,
MEETINGS ARE HELD: Third Wednesday of the month (�Ycept August and November)
Is there a policy for rotation of Board members?-es
If yes, please describe Eligible for two three-year teams
iAf1n\socserv.doc
10
COMMUN11-YACTION ()KGANIZATION
Neighborshare
2750 Pacific Hwy.,Suite 118 • Tigard,OR • 97223 • Main (30:3)598-0505 • Client Assistance (303)639-0495 • Fax (50 3) 598-2923
January 30, 1998
Mr. Wayne Lowry
Finance Director
City of Tigard
13125 SW Hall Blvd
P.O. Box 23397
Tigard, OR 97223
Dear Mr. Lowry,
Please accept Community Action Organizations completed grant application. CAO is seeking
support for our Neighborshare office.
In fiscal year 1996/97, more than 2,000 households from Tigard accessed our 24 hour, bi-lingual
Iruormation and Referral line. Approximately another 1,300 households were served through a
variety of our programs including Head Start, Shelter, Emergency Assistance and Weatherization.
The support we receive from the City of Tigard continues to be invaluable in our efforts to
provide services that serve the needs of low income residents in your City. We ask the City to
continue this support to enable us to provide efficient and cost effective services. We respectfully
request $10,000 for the 1998/99 fiscal year. Enclosed is our completed application form.
Please call if you need any additional information. We look forward to hearing from you.
Sincerely,
Jerralynn Ness
Executive Director
Rutrrd n/Dirertur,: Darn Aberg, • Deena Rarr-tt • Ma}or Ralph Bruen • Fl,-kii BrteiitAi • Representative Chuck Carpenter • Cnntntissiwter Kath,N Chri-n
Mallor Rob Drake • Margaret Eirkntann • MaNirr Gurdon Faber • Jeff Fish • Cuunr•ilwoman Darlene Greene • Citid% Hint S Charlotte karvia
L;ai_Kiuuie • ,Isrtta Kr,ss • Varia Lowdo • Mawr Lau Ounirn • 1 i, k Pain,k • F Irina fickle • Sal ui r ,udinrta • Du k`n•n—n
ku—II kk ilkiri,on 0 Gu n Luffrea • t r,wir Uir rn,r:Jerral nn\e::jo:1(flit")1%a% \'1enr e
CITY OF TIGARD
13125 S.W. Hall Blvd.
Tigard, OR 97223
AGENCY FUNDING REQUEST APPLICATION
AGENCY: Community Action Organization's Neighborshare Office
ADDRESS: 12750 SW Pacific Highway, Suite 118
Tigard OR 97223
PERSON PREPARING APPLICATION Therese Lederer
PHONE NUMBER 693-3220
1. Describe the Agency's Mission: In partnership with the community, Community
Action assists low income people to achieve self determination. We focus our resources on
activities that have the greatest impact on helping families to achieve social and economic self
sufficiency.
2. What programs/services did your agency provide in Tigard this year and
specifically describe how Tigard funds were used by your organization?
Community Action Organization operates the Neighborshare office in Tigard. Tigard residents
are able to access all of Community Action's services through the he Tigard office. Specific services
the Tigard offices offer include: Low Income Energy Assistance Program HEAP) and other
utility assistance, rent assistance, food box screening, other basic needs assistance such as
transportation and or medicaUprescriptions, case management for families in transitional housing
and information and referral. Also housed in the Neighborshare office is Community partners for
Affordable Housing, a Community Development Corporation. Tigardy_funds are used to
directly support the operation of the Neighborshare office by providing staff salary.
3. What types of services will be provided in the year ?n which funding is
requested and how many Tigard residents are estimated to be serviced? Also
explain the impact on such services if you are granted less than requested.
In 1998/99 Neighborshare will continue to provide rent assistance, utility assistance, basic needs
assistance food box scr .ening, case management for families in transitional housing, and
information and referral. Community Action also operates the Head Start program in Tigard,
providing services for 31 families. It is estimated that more than 3000 Tigard households will be
served through a variety of programs. Neighborshare underwent significant budget cuts this past
year. If granted less than requested it would put the operation of the Neighborshare office in
serious,jeopardy.
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate Actual X (Unduplicated count)some may be duplicated as
families qualify for more than one service
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 846 22% Male 1,615 42% Black 154 4%
6-19 1,231 32% Female2,23158% Hispanic 1,19231%
20-45 1,115 29% Asian 154 4%
46-64 192 5% Am Indian 38 1%
65+ 462 12% White 2,193 57%
Unknown Unknown 115 3%
TOTAL TOTAL TOTAL
3,846 100% 3,846 100% 3,846 100%
FUNDRAISING
1. Please identify geographic area covered in fund raising activities.
Community Action Organization raises funds from all of Washington County. Funds
raised from east county, Tigard Tualatin and Sherwood, are used to support the
operation of the Neighborshare office.
2. Were funds solicited last fiscal year? Yes
A. Who did solicitations?
By Board Members X
By Employees X
By Professional Fund-raiser
B. How did you so solicitations? Approximate amount of
revenue from each
By Correspondence $ 135,754
By Benefits, Auctions, Special Events $ 54,000
By Campaigns $
By sales of goods or services $
Other (Grant proposals, fees for service, $ 4,284,779
contracts for service)
Total Revenue from solicitations $ 4,474,533
3. Sources of funds collected during the last fiscal year:
Corporations and Businesses $ 76,321
Individuals $ 79,957
Foundations $ 48,830
Service Clubs/civic Organizations $ 5,192
Government Grants $ 3,609,666
Other (specify) United Way, Program Income $ 654,567
and other Non-Government izrants
TOTAL (should agree with total of 2B above) $ 4,474,533
4. What fund-raising activities does the agency plan to conduct next year?
MONTH EXPENSES THE FUNDS
ACTIVITY CONDUCTED ARE TO BE USED FOR:
A. Direct Mail/Solicitation December/February [ ]CAPITAL [X] OPERATING
B. Newsletter/Solicitation July, Sept, Jan, April [ ]CAPITAL [X] OPERATING
C. Community Event May [ ]CAPITAL [X] OPERATING
D. Corporate Event April [ ]CAPITAL [X] OPERATING
FINANCIAL INFORMATION
1. What fiscal year is used? July- June
2. By whom and how are expenditures authorized? Program Directors can authorize
expenditures>$1000. Executive Director authorizes expenditures <$1000.
3. Amount requested from the City of Tigard for the 1998/99 fiscal year?
$10,000
4. If funds are being solicited from other local governments in the State of
Oregon, please list them and the requested amounts below.
LOCAL RECEIVED REQUESTED REQUESTED
GOVERNMENT 1996/97 1997/98 1998/99
City of Sherwood $1,500 $1,500 $1,500
City of Tualatin $3,250 $4,000 $3,250
City of Beaverton $12,000 $15,500 $15,000
City of Hillsboro $5,000 $5,000 $7,500
City of Cornelius $500 $500 $500
Washington County $25,000 $25,000 $25,000
5. Have the financial records of the organization been audited? ves If so, please
submit a copy of the latest audit report.
attached
6. Were government or foundation grants received during the last fiscal year?
yes If yes, list source and amount:
A. Head Start - State & Federal $ 2,196,222
B. USDA Child Nutrition $ 113,140
C. Northwest Area Foundation $ 100,500
D. Multiple Private Foundations $ 81,500
E. State & County Homeless, Weatherization
& Community Service Block grants $ 1,415,494
7. Were matching funds required? yes If yes, what percent of match was
required? It varied from 20 - 35%.
8. Does the organization have contracts for services with other agencies?
If yes, please list.
AGENCY SERVICE PROVIDED AMOUNT
Oregon Legal Services Fair Housing/Landlord Tenant $24,000
Opening Doors Morgage Default Prevention $25,000
Day Shelter Services $5,000
Domestic Violence Resource Center Shelter $68,000
Interfaith Outreach Services Shelter $20,050
Oregon Food Bank - TVC Emergency Food $26,000
9. Capital or endowment funds on hand $ -0-
10. What are plans, if any, for use of these funds? N/A
PROPERTY INFORMATION
Describe location of property (buildings, offices, recreational facilities, etc. used by
the agency: Neighborshare is a store front office at 12750 SW Pacific Hwy. The current rent
for the facility is $650/mo.
LEASE RENT
OWNED AMOUNT AM OUN T
A.
B.
C.
4. What fund-raising activities does the agency plan to conduct next year?
MONTH EXPENSES THE FUNDS
ACTIVITY CONDUCTED ARE TO BE USED FOR:
A. Direct Mail/Solicitation December/February [ ]CAPITAL [X] OPERATING
B. Newsletter/Solicitation July, Sept, Jan, April [ ]CAPITAL [X] OPERATING
C. Community Event May [ ]CAPITAL [X] OPERATING
D. Corporate Event April [ ]CAPITAL [X] OPERATING
FINANCIAL INFORMATION
1. What fiscal year is used? July- June
2. By whom and how are expenditures authorized? Program Directors can authorize
expenditures>$1000 Executive Director authorizes expenditures <$1000.
3. Amount requested from the City of Tigard for the 1998/99 fiscal year?
$10,000
4. If funds are being solicited from other local governments in the State of
Oregon, please list them and the requested amounts below.
LOCAL RECEIVED REQUESTED REQUESTED
GOVERNMENT 1996/97 1997/98 1998/99
City of Sherwood $1,500 $1,500 $1,500
City of Tualatin $3,250 $4,000 $3,250
City of Beaverton $12,000 $15,500 $15,000
City of Hillsboro $5,000 $5,000 $7,500
City of Cornelius $500 $500 $500
Washington County $25,000 $25,000 $25,000
5. Have the financial records of the organization been audited? yes If so, please
submit a copy of the latest audit report.
AGENCY BUDGET
AGENCY Community Action Organization
Neighborshare February 1, 1998
Name of Program Date Submitted
REVENUE & EXPENSES
PROJECTED NEXT FISCAL
LAST FISCAL THIS FISCAL YEAR
YEAR ACTUAL YEAR PROPOSED
1996-97 1997-98 1998-99
PUBLIC SUPPORT & REVENUE
0 CARRY OVER PREY. YEAR
1 ALLOC - UNITED WAY 68,167 185,541 190,000
2 CONTRIBUTIONS (PRIVATE) 146,175 141,278 188,000
3 SPECIAL EVENTS 53,460 55,000 60,000
4 LEGACIES & BEQUESTS
5 TOTAL GOV'T FEES & GRANTS
A. FEDERAL 2,073,237 3,285,260 3,350,000
B. STATE 1,596,059 1,913,071 2,100,000
C. REVENUE SHARING
D. COUNTY/CITY 47,250 59,000 59,000
6 MEMBERSHIP DUES
7 PROGRAM SERVICE FEES 354,442 318,900 320,500
8 SALES OF MATERIALS 10,870 20,827 5,000
9 INVESTMENT INCOME
10 MISCELLANEOUS REVENUE 124,833 218,043 200,000
11 TOTAL SUPPORT& REVENUE
(ADD 0 THRU 10) 4,474,493 6,196,922 6,472,500
EXPENSES
2 SALARIES 2,057,777 2,543,647 2,600,000
13 EMPLOYEE BENEFITS 336,098 359,089 400,000
14 PAYROLL TAXES, ETC. 238,893 279,241 286,000
15 PROFESSIONAL FEES 560,682 653,000 660,000
16 SUPPLIES 294,855 275,000 300,000
17 TELEPHONE 43,683 38,000 40,000
18 POSTAGE & SHIPPING 12,319 13,000 13,500
19 OCCUPANCY-RENT, UTIL., ETC. 370,527 408,969 410,000
20 EQUIP. RENTAL& MAINT. 68,075 40,480 45,000
21 PRINTING & PUBLICATIONS 56,222 82,686 85,000
22 TRAVEL 93,743 103,707 110,000
23 CONFERENCES & MEETINGS 31,685 41,884 45,000
24 SPECIFIC ASSIST. TO INDIV. 413,040 1,402,707 1,450,000
25 MEMBERSHIP DUES
26 MISCELLANEOUS EXPENSES 51,225 28,000
27 DEPRECIATION
8 TOTAL EXPENSES
(ADD 12 THRU 27) 4,577,599 6,145,697 6,472,500
AGENCY BUDGET - PAGE 2
-103,106 -0- -0-
30 BOARD RESTRICTED FUNDS
31 OTHER RESTRICTED FUNDS
32 LAND, BLDGS, EQUIP.
33 INVESTMENT SECURITIES
34 ENDOWMENT/OTHER FUNDS
F:\CLlENT\ClTlES\AGBUDTlG
MEMBERSHIP/VOLUNTEERS/PERSONNEL
1. Does your organization have a membership? no
A. If so, how many? N/A
B. Are there membership dues? N/A How much? N/A
Total dues received last year? N/A
2. Does the organization have auxiliaries, guilds, or affiliated organizations
whose actives contribute to its program and/or support? No
NAME OF PURPOSE OF AMOUNT OF
ORGANIZATION ORGANIZATION SUPPORT
VOLUNTEERS
1. How many, if any, volunteers are used in the program? 1
2. Describe how they are used: Volunteers are used in a clerical support role; reception,
filing, updating addresses and resources. greeting clients.
3. Please estimate the total number of volunteer manpower hours over the last
twelve (12) months: 1000
4. Is training available for volunteers? yes
When? at time of assignment
Time Required depends on the task
STAFF
1. How many employees are involved in the program? Currently we have our two
Community Resource Advocates split their time between the Neighborshare and
Hillsboro offices. We will be hiring a full time staff person this quarter to enable us to
re-open the Neighborshare office 5 damper week.
Part Time 1 Full Time 1
2. Please estimate the total number of manpower hours of paid employees in the
year which funding is requested. 3120
BOARD OF DIRECTORS
AGENCY Community Action Organization
NAME ADDRESS OFFICE HELD TERM EXPIRES
ON BOARD
SEE BOARD LIS , ATTACHED
MEETINGS ARE HELD: Monthly
Is there a policy for rotation of Board members? yes
ifyes, please describe Term of office is 3 years; One-third of all positions will be elected
each year at annual meeting.
iAfinlsocserv.doc
10
CAO BOARD M" 'BERS MAILING LIST FY 1997-98
NAME, TITLE AFFILIATION ADDRESS ;HONE
FAX HOME E-MAIL DA,_ TERM
PHONE PHONE BEGAN I ENDS
PRIVATE SECTOR REPRESENTATIVES
Margaret Eickmann Coordinator 15720 N.W.Barkton Ct. 823-5423 823-5432 629-8632 meickmann@racc.org 6/94 6/00(2)
Regional Arts Council Beaverton,OR 97006
Cindy Hirst Owner P.0.Box 220 647-5833 647-5813 6474600 resource@aracnet.com 6/91 6/00(3)
Main Resources,Inc. North Plains,OR 97133-0220
Dan Aberg President,Hillsboro 334 SE 5th Street 648-1102 681-0535 648-5720 dan@hilchamber.org 6/97 6/00(1)
Chamber of Commerce Hillsboro,OR 97124
Craig Kinnie Vice President 2111 NE 25th,Mail Stop JF2-50 264-8801 264-6054 640-3316 craigkinnie@ccm.jf.intel.com 6/96 6/99(1)
Intel Architectural Labs Hillsboro,OR 97124
Rick Patrick Principal,W.L.Henry Elementary 2763 SE Lonny Court 648-8924 844-9702 681-7672 6/96 6199(1)
School Hillsboro OR 97123
Dick Stenson President&CEO 335 S.E.8th Avenue 681-1893 681-1608 359-5179 dstensonr@tuality.com 6/93 6/99(2)
Tuality HealthCare Hillsboro,OR 97123 681-1562
Russell Wilkinson Wilkinson,CPA 434 S.First,Suite 100 693-7242 681-9461 640-4826 dwcpa@easystreet.com 6/90 6/98(3)
Hillsboro,OR 97123 ext. 16
PUBLIC SECTOR REPRESENTATIVES'
Mayor Ralph Brown Mayor of Cornelius 586 S. 12th 357-2075 6/97 6/00(1)
Cornelius,OR 97113
Representative Chuck State Legislator 3436 NW Ashland Dr. 986-1407 614-8137 645-5789 carpenter.rep@state.or.us 6/95 6/98(1)
—Carpenter Beaverton,OR 97006-4603
Commissioner Kathy County Board of Commissioners 155 N.First Avenue 526-9471 526-9471 526-9471 10/96 6/00(1)
—Christy Hillsboro,OR 97124
Councilor rep.for Mayor of Hillsboro 310 SE Washington 693-6792 681-9433 648-9514 6/93 6/99(2)
Darlene Greene Hillsboro,OR 97124
Councilor rep for Mayor of Beaverton 16150 N.W.Jenne Lake Court 629-2100 690-6876 629-8775 evelyn@iwest.com 8/97 6,/00(1)
—Evelyn Brzezinski Beaverton,OR 97006 ext.47
Councilor Richard Hager rep.for Mayor of Tualatin 9050 SW Arapaho Rd 692-2000 692-0786 11/97 6/98(1)
Tualatin,OR 97062
LOW INCOME SECTOR REPRESENTATIVES
Deena Barrett FCWT Child Care Provider 2334 22nd Avenue N/A 357-3533 357-3533 MOMFORRENT@AOL.COM 8/97 6/99(0)
Forest Grove,OR 97116
6/00(2)
Jutta Kress rep.Head Start Policy Council P.O.Box 641 N/A 647-2678 5/97 6/00(1)
North Plains,OR 97133
Charlotte Karvia Community Member 240 S.E.Norton N/A 625-6240 6/93 6/99(2)
Sherwood,OR 97140
Maria Loredo Outreach Manager P.0.Box 567 359-8502 359-8532 359-5438 vgarcia@teleport.com 10/88 6/99(4)
Virginia Garcia Clinic Cornelius,OR 97113
Jesus Plasencia Centro Cultural PO Box 708 359-0446 357-0183 9/97 6/98(2)
Cornelius,OR 97113
Katrina Pirkle Head Start Parent 1165 S.Sherwood Blvd.#2 N/A 625-6724 6194 6/98(1)
Sherwood,OR 97140 441-4837 by
OFFICIALS DESIGNATING MEMBERS
—Mayor Rob Drake City of Beaverton PO Box 4755 Beaverton,OR97076 526-2481 526-2479 644-6828 6/93 6/99(2)
Mayor Gordon Faber City of Hillsboro 120 W.Main Hillsboro,OR 97123 681-6100 681-6232 648-3246
Mayor Lou Ogden City of Tualatin PO Box 369 Tualatin,OR 97062 692-0163 692-0163 1 692-3349 6!95 6/98(l)
f:\jn\board\lists\trmadd97 12/29/97
SERVICE STATISTICS: CITY OF TIGARD
July 1, 1996 - June 30, 1997
Community Action Organization responded to 3,598 requests for service from families
living in the City of Tigard. These services are valued more than $395,013. Following
is a summary and breakdown of the services provided.
INFORMATION AND REFERRAL
In accordance with national standards, calls to our Information and Referral lines are
not recorded by the family's name and therefore may represent duplicated families.
People may seek assistance to meet multiple needs at different times throughout the
year.
Individuals Families Sent
CALLS FOR ASSISTANCE 7,250 2,318 $13,585
HEAD START
Head Start is a pre-school program for 3 and 4 year olds which provides
comprehensive health and developmental screening for the child as well as social
services for the entire family.
Individuals Families $ Spent
FAMILIES ENROLLED 115 31 $184,946
HOMELESS AND HOUSING STABILIZATION SERVICES
Some of these families may have received more than one of these services during the
year, thus the count is not unduplicated.
Individuals Families $ Spent
Case Management 3 1 $784
Clothes Closet 312 78 6,420
Emergency Assistance: Rent 240 83 13,731
Emergency Assistance: Other 156 80 5,454
Emergency Food Box Intakes 2,143 701 5,230
Energy Assistance & Education 789 246 53,623
Weatherization 88 60 111,240
TOTAL $ SPENT $395,013
TOTAL UNITS OF SERVICE 3,598
• • • • • •
COMMUNITYACTION OKCANIZATION
Neighborshare
12750 Pacific Hwy.,Suite 118 • Tigard,OR • 97223 • Main(503)598-0505 • Client Assistance(503)639-0495 • Fax(503)598-8923
Neighborshare Report
Tigard, Tualatin, Sherwood
July 1996 - June 1997
FOOD BOXES HOUSEHOLDS INDIVIDUALS
1001 3,061
EMERGENCY ASSISTANCE HH IND $DIR $LEV
TRANSPORTATION 77 147 $1,472
MEDICAL 5 5 $ 141
ENERGY 31 86 $1,953 $644
RENT 81 246 $6,680 $2,970
WATER 6 18 $ 468 $118
OTHER 3 3 $ 30
TOTAL 203 505 $10,744 $3,732
$DIR = Funds provided by Neighborshare directly to those in need.
$LEV = Funds Neighborshare was able to leverage from other
organizations to directly assist those in need.
Board of Directors:Dan Aberg • Deena Barrett • Mayor Ralph Brown • Evelyn Brzezinski • Representative Chuck Carpenter • Commissioner Kathy Christy
Mayor Rob Drake • Margaret Eickmann • Mayor Gordon Faber • Jeff Fish • Councilwoman Darlene Greene • Cindy Hirst 0 Charlotte Karvia
Craig Kinnie • Jutta Kress • Maria Loredo • Mayor Lou Ogden • Rick Patrick • Katrina Pirkle • Sabino Sardineta • Dick Stenson
Russell Wilkinson 0 Gregory Zuffrea 0 Executive Director:Jerralynn Ness Q A United Way Agency
MO.
• • • • • • •
COMMUNITYACTION OKCANIZATION
Neighborshare
12750 Pacific Hwy.,Suite 118 • Tigard,OR 0 97223 • Main(503)598-0505 • Client Assistance(503)639-0495 • Fax(503)598-8923
NEIGHBORSHARE REPORT
Tigard, Tualatin, Sherwood
7/97- 12/97
EMERGENCY ASSISTANCE
HH Indiv SNS $CDBG $LIEAP
Food Boxes 564 1,684
Rent 41 120 $2,080.00 $6,477.00
Energy 58 182 $1,127.00 $6,070
Transportation 23 23 $134.88
Medical 2 _ 2 $52.88
Water
Other 1 3 $29.70
Total 125 330 $3,424.46 $6,477.00 $6,070
Board of Directors:Dan Aberg • Deena Barrett • Mayor Ralph Brown • Evelyn Briezinski • Representative Chuck Carpenter • Commissioner Kathy Christy
Mayor Rob Drake • Margaret Eickmann • Mayor Gordon Faber 4p,§,§i4 • Councilwoman Darlene Greene • Cindy Hirst • Charlotte Karvia
Craig Kinnie • Jutta Kress 0 Maria Loredo 0 Mayor Lou Ogden • Rick Patrick • Katrina Pirkle • Sabino Sardineta • Dick Stenson
Russell Wilkinson 0 Gregory Zuffrea 0 Executive Director:Jerralynn Ness a A United Way Agency
CITY OF TIGARD,OREGON
13125 S.W.Hall Blvd
Tigard, OR 97223
AGENCY FUNDING REQUEST APPLICATION
AGENCY: AMERICAN RED CROSS -OREGON TRAIL CHAPTER
ADDRESS: P.O. BOX 3200
PORTLAND OR 97208
City State Zip
PERSON PREPARING APPLICATION: Beverly Robinson
PHONE NUMBER (503)284-0011 EXT. 183
1. Describe the Agency's Mission: The American Red Cross is a humanitarian organization,
led by volunteers, that provides relief to victims of disasters and helps people prevent,
prepare for, and respond to emergencies.
2. What programs/services did your agency provide in Tigard this year and specifically
describe how Tigard funds were used by your organization?
Funding from the City of Tigard supported an accessible transportation program for those
unable to use fixed route transportation,primarily the disabled and frail elderly. Our service
helps clients meet their daily needs and remain independent in their homes. Trip purposes
included medical appointments, grocery shopping, and socialization opportunities. Funds
were used for general support of transportation services, including personnel, office expense,
fuel and maintenance, and vehicle purchase.
In addition, Red Cross provided disaster relief assistance for victims of fires and floods and
services to military families.
3. What types of services will be provided in the year in which funding is requested and how
many Tigard residents are estimated to be served?Also explain the impact on such services
if you are granted less than you are requesting?
We will continue to provide transportation to those requiring this assistance. We anticipate
the number of individuals served to be 1,700 and the number of trips to be 23,100. But
numbers served do not tell the entire story. We are working more closely with Aging and
Disabled Services at their Senior Resource Center in Tigard to help very fragile individuals
needing more supportive care. These people need short term contracts for services to help
them avoid institutional care. We are becoming active partners with case managers in these
situations rather than just scheduling rides. Additionally,we are working with other
agencies, such as PCC Steps to Success Program, to help meet their client's transportation
needs.
Lack of adequate funding would adversely affect the level of service and inhibit our ability
to fill a needed role in case management.
1
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate Actual 1633 (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 2% Male 25% Black 2%
6-19 5% Female 75% Hispanic 5%
20-45 1% Asian 2%
46-64 1% Am. Indian 1%
65+ 91% White
(Anglo) 90%
Unknown Unknown
TOTAL 100% TOTAL 100% TOTAL 100%
Note: All percentages are approximate
2
FUNDRAISING
1. Please identify geographic area covered in fund raising activities.
Agency fund raising takes place in the five counties of our Chapter jurisdiction: Clackamas
Columbia, Multnomah. Washington, and Yamhill Counties Our transportation services and
the donations recorded below,reflect Multnomah.Washington and Yamhill counties only.
2. Were funds solicited last fiscal year? Yes
A. Who did solicitations?
By Board Members X
By Employees X
By Professional Fund-Raiser X
B. How did you do solicitations? Approximate Amount of
revenue from each.
By Correspondence $
By Benefits, Auctions, Sp Events $
By Campaigns $
(Direct Mail,Telemarketing)
By sales of goods or services $
Other (Client Donations & Grant) 11,316
Total Revenue from solicitations $ 11.316
*Transportation program only.
Sources of funds collected during the last fiscal year:
Corporations and Businesses $
Individuals $ 11.316
Foundations $
Service Clubs/Civic Organizations $
Government Grants $
Other $
TOTAL (should agree with total of 2B above) $ 11.316
3
4. What fund-raising activities does the agency plan to conduct next year?
ACTIVITY MONTH EXPENSES THE FUNDS
CONDUCTED ARE TO BE USED FOR:
A. Summer July/August Capital (X) Operating
B. Holiday Nov/Dec/Jan a ital (XQ12erating
C. Winter Jan/Feb Ca ital (X) Q12erating
D. March Feb/Mar/Apr/May Capital (X)Q erating
FINANCIAL INFORMATION
1. What fiscal year is used? 1996/97
2. By whom and how are expenditures authorized?
The Board of Directors approves the annual expense budget for all departments Department
directors approve all invoices and purchase requests during the year and review a monthly
expense report. The agency CFO presents a monthly revenue/expense report to the Finance
Committee (volunteer)which in turn presents summary information to the Board
3. Amount requested from the City of Tigard for the 1998/99 fiscal year? $1,100
4. If funds are being solicited from other local governments in the State of Oregon,please list
them and the requested amounts below.
LOCAL GOVERNMENT RECEIVED REQUESTED REQUESTED
1996/97 1997/98 1998/99
King City office space Office space Office space
5. Have the financial records of the organization been audited? Yes If so,please
submit a copy of the latest audit report.
4
6. Were government or foundation grants received during the last fiscal year? No
If yes, list source and amount:
7. Were matching funds required? If yes,what percent of match was required?
8. Does the organization have contracts for services with other agencies? yes
If yes,please list.
AGENCY SERVICE PROVIDED AMOUNT
Volunteer Transportation, Inc. Transportation services in Mult&Wn $ 109.642
Counties
Meridian Park Hospital Transportation services $ .60/mile
8.31/tri
St. Vincent Hospital Transportation services $ .60/mile
PCC Steps to Success Transportation services to classes $ .60/mile
Boys& Girls Club Transportation services in Hillsboro In kind
9. Capital or endowment funds on hand $ 22.187
10. What are plans, if any, for use of these funds? Funds are designated for disaster relief
PROPERTY INFORMATION
Describe location of property(buildings, office, recreational facilities, etc.) used by the agency:
OWNED LEASE RENT
AMOUNT AMOUNT
A. 3131 N. Vancouver, Portland
B. 3220 N. Williams Ave. Portland
C. Boys &Girls Club, Hillsboro In kind
D. City Hall, KingCity In kind
5
AGENCY BUDGET
I T-
'AGENCY American Red Cross
Volunteer Transportation Program
Name of Program
PROJECTED NEXT FISCAL
REVENUE & EXPENSES LAST FISCAL THIS YEAR
YEAR ACTUAL FISCAL YEAR PROPOSED
1996/97 1997/98 1998/99
PUBLIC SUPPORT& REVENUE
0 CARRY OVER PREV. YEAR
1 ALLOC- UNITED WAY 2,355 2,200 3,500
2 CONTRIBUTIONS (PRIVATE) 11,316 15,700 16,000
3 SPECIAL EVENTS
4 LEGACIES & BEQUESTS
5 TOTAL GOVT FEES & GRANTS
A. FEDERAL 317 2,000 2,200
B. STATE
C. REVENUE SHARING
D. COUNTY
6 MEMBERSHIP DUES
7 PROGRAM SERVICE FEES 190,394 135,110 140,000 (1)
SALES OF MATERIALS
d INVESTMENT INCOME
10 MISCELLANEOUS REVENUE 5,035 3,493 (2)
Red Cross support 3,622 45,303 63,090
11 TOTAL SUPPORT& REVENUE
(ADD 0 THRU 10) 213,039 203,806 224,790
EXPENSES
12 SALARIES 107,516 97,652 105,000
13 EMPLOYEE BENEFITS 19,839 20,240 30,550
14 PAYROLL TAXES, ETC.
15 PROFESSIONAL FEES 2,523 1,504 1,000
16 SUPPLIES 4,161 2,020 2,200
17 TELEPHONE 7,139 8,686 9,000
18 POSTAGE&SHIPPING 736 300 350
19 OCCUPANCY-RENT, UTIL., ETC. 11,348 1,000 2,400
20 EQUIP. RENTAL& MAINT. 24,724 35,392 35,000
21 PRINTING & PUBLICATIONS 1,674 844 1,000
22 TRAVEL 1 2,832 3,400 3,500
23 CONFERENCES & MEETINGS 952 1,068 1,200
24 SPECIFIC ASSIST. TO INDIV. 556
25 MEMBERSHIP DUES 153 200 200
26 MISCELLANEOUS EXPENSES 258
27 DEPRECIATION 1 28,628 31,500 33,390
3 TOTALEXPENSES
(ADD 12 THRU 27) 213,039 203,806 224,790
6
,AGENCY BUDGET- PAGE 2
29 EXCESS (DEFICIT)OF 0 0 0
REVENUE OVER EXPENSE
(11 MINUS 28)
30 BOARD RESTRICTED FUNDS
31 OTHER RESTRICTED FUNDS
32 LAND, BLDGS, EQUIP.
33 INVESTMENT SEC URITIES
34 ENDOWMENTS/OTHER FUNDS
(1)One time grant for$44,686 included in service fees for 1996/97.
(2) Revenue for space rental and sale of telephone system. Closed office in June '97.
7
MEMBERSHIP/VOLUNTEERS/PERSONNEL
1. Does the organization have a membership? Yes
A. If so, how many? Unrecorded
B. Are there membership dues No How much?
Total dues received last year?
2. Does the organization have auxiliaries, guilds, or affiliated organizations whose activities
contribute to its program and/or support? Yes
Name of organization Purpose of organization Amount of
Support
Oregon Trail Chapter Alumni Assn.. Programs&activities for past $
employees. Board members. & $
volunteers $ NA
VOLUNTEERS
1. How many, if any,volunteers are used in the program? 112
2. Describe how they are used: All drivers used in our transportation program are volunteers
Other volunteers serve as escorts for clients needing assistance and others provide office
support. Finally, a group of leadership volunteers provides program and fiscal oversight and
long-range planning.
3. Please estimate the total number of volunteer manpower hours over the last twelve(12)
months: 13.888 volunteer hours for three counties.
4. Is training available for volunteers? Training in first aid. CPR. and defensive driving is
required for all drivers. Other training covers the needs of elderly/disabled clients and a
variety of subjects for personal development.
When? Training is offered on a continuous basis with a calendar published annually for
some classes and quarterly for others.
Time required: Course length varies. The first aid training is 6.5 hours: other courses are 4
hours in length: some of the personal development classes last several dam
8
STAFF
1. How many employees are involved in the program?
Part Time 3 * Full Time 3
*One half time employee is based in the King City area.
2. Please estimate the total number of manpower hours of paid employees in the year for
which funding is requested. 9568
9
BOARD OF DIRECTORS
AGENCY: AMERICAN RED CROSS -OREGON TRAIL CHAPTER
(See attached Board of Directors list.)
MEETINGS ARE HELD: Third Tuesday of every month
Is there a policy for rotation of Board members? Members serve a three year term One third of
the membership begins a new term each year.
If yes,please describe Members are limited to two terms
10
Tualatin Valley Community Band
January 26, 1998
Mr. Wayne Lowry
Director of Finance RECEIVED
City of Tigard
13125 SW Hall Blvd. JAN 2 s 199
Tigard, OR 97223 CTIMUNirr DEVELOF.;ENT
Dear Mr. Lowry,
I am pleased to submit our application for Arts and Events funding
to the City of Tigard. I believe the material provided is complete.
If you have any questions about the content of this application, do
not hesitate to contact me at 414-3058 orpasteris@teleport.com. I
look forward to working with you and the City to continue our
Band's tradition of serving the Tigard Community with quality
musical performances and community services.
Sincerely,
n 9
1G J S
Phil Pasteris
Chair,
Tualatin Valley Community Band
Cc: Tualatin Valley Community Board
Tualatin Valley Community Band
City of Tigard
1998 Funding Request
------------------------------------------------------------------------------------------------------------------
Name: Tualatin Valley Community Band
Address: 8935 SW Pinebrook St. Tigard, OR (P.O. Box requested)
Contacts: Phil Pasteris, Board Chair, 8935 SW Pinebrook St., Tigard, OR 97224
639-9740 (h), 414-3058 (w), pasteris@teleport.com
Steve Heuser, Director, 12775 SW l l Ith Place, Tigard, OR 97223
639-7837 (h), 691-9700 (w) heusers@aoLcom
Amount Requested for 1998/1999: $1,250
------------------------------------------------------------------------------------------------------------------
Background:
The Tualatin Valley Community Band (TVCB) was formed approximately nine years ago as
"The Big Kids Band" under the umbrella of the Tigard/Tualatin School District by Robert
Castor. For the past five years the organization has been under the direction of Stephen Heuser.
In that time we have changed the name and opened membership to all members of our
community without regard to age.
Funding Request:
The TVCB requests $1,250 to be used as follows:
• Tigard High School Auditorium rental, 3 concerts @ $250/concert.......... $750
• Music scores, approximately 6-8.............................................................. $500
Total ................................................................................................... $1,250
------------------------------------------------------------------------------------------------------------------
Criteria for Eligibility to Receive Funds
1. Funds must serve Tigard residents.
Approximately half of the Tualatin Valley Community Band members are residents of the city of
Tigard.
2. Funded project is available to a broad and diverse range of citizens or meets critical
needs of the community.
The TVCB is an intergenerational organization with current membership ages ranging from
middle school to retirees. We are available to all that wish to participate without regard to age,
race, ethnic background, religion or sex. We do not require auditions to participate and there are
no membership dues. We encourage families to participate together and currently have several
parent/child family units involved.
- 1 -
Tualatin Valley Community Band
City of Tigard
1998 Funding Request
3. The project reflects a balance of quality, cultural authenticity and/or artistic merit in its
product, administration and public outreach.
The TVCB strives to perform music from all cultures. We have performed a diverse range of
music, from the classics; John Phillip Sousa marches, to current movie themes. Our goal is to
expose both the players and the community at large to quality concert band literature. Our
membership has stabilized at approximately 55 musicians.
4. Project is affordable and the city will encourage a balance of free and affordable public
events.
During 1997, the TVCB participated in the following public events in the metropolitan area:
a. Tigard Daze Parade
b. Tigard 4th of July Celebration (THS)
c. King City Outdoor Concert
d. Deer Creek Elementary ground breaking and school dedication.
e. Tigard Middle Schools music fund raising concert.
f. Deb Fennell Concert Series (2)
g. Cook Park & Sherwood Outdoor Summer Concerts
h. Hosted the Oregon Adult Band Festival, with 10 bands participating.
i. Zoo Lights at the Washington Park Zoo
It is our sincere desire to continue to offer free concerts in our community this next year.
5. Project producers demonstrate an ability to reach their goals and keep project budget
commitments.
Five years ago our primary goal was to open this organization to all members of the community
and to work towards its growth both in numbers and in the quality of the music performed. In an
effort to ensure the continuation of the group, we incorporated as a non-profit organization and
have shown good stewardship with funds provided by the City of Tigard and others.
- 2 -
Tualatin Valley Community Band
City of Tigard
1998 Funding Request
6. To receive funding in subsequent years, applicants must submit financial statements for
completed fiscal years and/or previously funded projects.
See attached financial statements.
7. Preference will be given to applicants who use the funds to:
a. leverage other contributions.
b. encourage partnerships and collaborations.
The December 7`h, 1997 Christmas concert raised $750 for the newly established Doug Saxton
scholarship. With past funding we were able to sponsor a Tigard/Tualatin Middle School fund
raising concert.
- 3 -
Tualatin Valley Community Band
City of Tigard
1998 Funding Request
----------------------------------------------------------------
TVCB Balance Sheet
As of 1/26/98
1/26/98 Page 1
TVCB-All Accounts
1/26/98
Acct Balance
ASSETS
Cash and Bank Accounts
Checking 1,811.69
Fe .zival Tapes 0.00
TOTAL Cash and Bank Accounts 1,811.69
TOTAL ASSETS 1,811.69
LIABILITIES & EQUITY
LIABILITIES
Other Liabilities
Scholarship Fund 874.00
Sheet Music Svc 0.00
TOTAL Other Liabilities 874.00
TOTAL LIABILITIES 874.00
EQUITY 937 .69
TOTAL LIABILITIES & EQUITY 1,811.69
----------------------------------------------------------------
- 4 -
Tualatin Valley Community Band
City of Tigard
1998 Funding Request
----------------------------------------------------------------
1997 Cash Flow Report
1/1/97 Through 12/31/97
1/26/98 Page 1
TVCB-Bank,Cash,CC Accounts
1/1/97-
Category Description 12/31/97
INFLOWS
Donations 1,718.50
Festival Fees 1, 125.00
Rent Income 500.00
FROM Scholarshp Fund 824.00
TOTAL INFLOWS 4, 167 .50
OUTFLOWS
Business Tax 10.00
Clothing 83 .00
Festival Exp 936.94
Meeting 77 .97
Office Supplies 15.96
Printing 152 .50
Rent Paid 211.06
Shipping 10.80
TO Sheet Music Svc 1,307.47
TOTAL OUTFLOWS 2,805.70
OVERALL TOTAL 1,361.80
----------------------------------------------------------------
- 5 -
_ Feb S '98 9:11 P.02/03
y7i't7' �
46""41
City of Tigard,Oregon
.13125 SW Hall�Bivd
Tigard, Oregon 97223
ARTS MQ,CUE TVML VENTS FUNDING REQUEST APPLICATION
Organization' . j*sbng;City Funds:
w�
Name: �,. W,
Address:
Contact Person:-\- .�
Phone Ntrmtaer: � -- � --
ArTmunt Re'dested!or`1;998199:
Purpose of funs mg requ@st:
Please:submi#this appl cation:,to.the City,Fihan€ a_.Qirectorby Janbary,-3t alongwith
.your w�citCen.r®spottse ezplaltting,ttovir yduc or8a�izatioe aril ftind6g:rec�tesYeet'ih.e
funding.crena ou#lhQd orr_<tl a-attic hW i4hegt. In addition, piease:suii mit documents
evdercitigahe.#oftowiig
+ Audit report or;prrloryears'financial slatements.
+ Adicles.04h'corporation
• 1:997/98..bu iget f-or.C7rganization, Project or Event
• A descripO6 of in 4�W:s.wvices needed.from the City in conjunction with your.event
and a sch4cW[e af�estiinated City costs-datenNned after input.from appropriate-City
Staff.
The submission_of.thase items is not necessary,it they have'b"n submitted at least
once in the pas Hive years.
"Lack of.adequaW'Onancial information will result in denial.of tundN:.request.
Feb 5 '98 9:12 P.03/03
TREASURER'S FINANCIAL.REPORT
1113197
1894 1995 1886 1997
ITEMS t3UDt3ET ACTUAL BUDGET ' ACTUAL BUDGET I ACTUAL BUDGET ! ACTUAL
EXPENSES: 4ht
M _--I-------
Bricks100.00 527.36
Buses - - - 500.001 148.13
Cameras _ - _ - i - 1,575.00 1740
Casino1,000.00 1,003.301;000.00 1,025.38 1,000.00 1,000.00 1,000.00 1,00000Casino/Paren100.00 7920 70.00 83.90 100.00 22.64 100.00_ 250.00
Chaperones50.00 i - 4d.00 22.20 25.00 - -G Cere100.00 i 74.92 70.00 Computer Ra500.00 -
Decorations 800.00 470.54 200.00 128.74 150.00 101.94 100.00 45.39
Door Prizes 4,000.00 5,433.36 3,500.00 3.416.05 3,500.00 3,216.94 1,500.00 1 169.13
Ej tertainmsnt 3,000.00 '950.07'--LOO-0-0 537.62 50.00 470.13 250.00 4711.72
Fireworks - - - -
Food 350.00 10522 200.00 31.89 200.00 335.16 200-00 80.45
CAft 500.00 382.50 1.9W-00 1,575.00 1,200.001,961.00 2.000.00 -9217
Insurance 250.00 250.00 250.00 250.00 250.00 40000 400.00 350.00
Laser Show - - - " - - - -
Kuwlanaaus . 316.75 243M 250:00 6259 254.00 810.00 200.00 88.06
Mom Day Azaleas - - - - - -
Postage 200.00 328.49 40000 ".05 300.00 121.915 150.00 109.20
9 _ - - - - -
Publicity 700.00; 451 85 500.00 367.25 400 00 168.555E400.00473.18
Seco ' 50.00 - 50.00 -get-u teen-u 15M00 Bits 7,131.25 6,831.25 7;925.001 $275.00 8,000:00 7,375-00Tickets 25.00 T-ehhls ; 2;802.33 2;800.90,1 2,x.7.4 2,8W00 2,858:41 3,500:001 3,54..0.45
T EXP , 18;6 i 18,861. . • ,9 , ' .24
INCOME:
ftw 1,000,00 788.90 800.00 . 687.00 8013.00 1 X42-00 1000.001 1,500.00
Mterest t25.00 94.91 90'.00 87.80 90.00 73:68 70.00 -- 74.10
Brag Shirt 200.00, 210.90 110.00 ' (315. - -
Brick Sales 950.00 577.00} - 275.00 380.00 400.00 420.00
Bueineas 3,086.00 4;252.57 3;000.00 3;434:02. 4,000.00 3,175.00 3.000.00 1,575.09 t
Caek"Werent Night 2,000;00 2.328.00 2,000;00 1,283. - I
Cakes/Cans 300.37 207.01 147.59 404.32 442.87 72928 NO-001- 63628
Disfrict Auction 2,375.00 3; .00 3;000.00 1,900.00 3800.00 5,000.00 s,OooAo51000.00
Mom Day Azebsas - - - - - - _-
Mr.Formai - - - - -
New Fundraisers r2sa-woo
. 2;384.04 1000.00 874.02 - - 235.00 500.49
Parent 1,268.98 800.00 1,788.00 1,500.00 92.00 1,500,40 2109:00
Sc 167 mo 170.00 i 100,00
Savior Class - - - 1,000.00 1,000-0 - 1,000.00
Ticket:Sales 5,415,00. 00 6`50500 8.500:.00 8.695.00 9,000.00 8,069.00
E• 20; 19 ; 32. ta, 211:9 0o f "Q".37
Ll
Wayne Lowry
Director of Finance
hhA FAA City of Tigard
13125 SW Hall Blvd.
Q� Tigard, OR 97223
wJanuary -3 0, 1998
O
Dear Mr. Lowry,
Enclosed please find Interfaith Outreach Services' application for funding
from the City of Tigard. IOS is requesting $20,000 for office space and
RITE Center programs and operation. IOS is currently using the city
�i■� owned facility at 9020 SW Burnham for our office space at $1 per year.
r^ We anticipate needing continued use of the facility for 1998/99. IOS staff
V 1 has met with Neighborshare and Community Partners for Affordable
Housing representatives to discuss the possibility of sharing space at the
�...� Burnham property in order to reduce costs for all three agencies. After
IO� touring the facility however, Neighborshare and CPAH determined that the
(741 office space would not meet their needs. IOS continues to be open to the
possibilities of office sharing with other non-profits in our community.
w �
^ar It would cost IOS an estimated $12,000 a year to lease comparable office
space in the Tigard area and estimate the in-kind donation from the City of
Tigard to be of equal or greater value.
r•l
IOS is the only homeless service provider in Eastern Washington County
and has been a viable part of our community since 1989. IOS provides a
O complete spectrum of services that address the multiple issues homeless
families face as they work towards independence. Through innovative
programming, IOS moves with homeless persons from the crisis of
homelessness to stability in permanent housing.
CG V This funding application represents the first year IOS will be operating of
the Residential Independence Training and Education (RITE) Center. The
0 new facility has given IOS the opportunity to enhance and expand our
current programs to more effectively meet the needs of the homeless in our
community. The RITE Center will:
WQ Be opened year-round
* Be the first handicapped accessible shelter in Washington County.
* Increase bed space from 14 to between 24-36
Q * Enhance programs by providing a complete spectrum of services
from one site
"From the hopelessness of poverty to the power of independence. "
* Add an after-school program and outreach component to complete
the continuum of services in Eastern Washington County
If you require additional information please notify me and it will be furnish
at once.
We look forward to presenting the programs of IOS and an update of the
RITE Center building project before the budget committee. We are
sincerely grateful for our partnership with the City and all that you
contribute to make our community a better place for all its citizens. Thank
you for your time and consideration.
Sincerely,
Kim Brown
Executive Director
CITY OF TIGARD, OREGON
13125 S.W. Hall Blvd.
Tigard, OR 97223
AGENCY FUNDING REQUEST APPLICATION
AGENCY:Interfaith Outreach Services
ADDRESSfO Box 230821
Tigard Oregon 99281
City State Zip
PERSON PREPARING APPLICATION Kim Brown
PHONE NUMBER 598-0359
1. Describe the Agency's Mission: To provide comprehensive services to a diverse
group of homeless adults and children. Services are designed to replace
the cycle of homelessness with one of stability, independence and social
productivity.
2. What programs/services did your agency provide in Tigard this year and specifically describe
how Tigard funds were used by your organization? Outreach to homeless persons livinc
outside, assistance to law enforcement personnel to resolve matters
concerning homeless persons, program shelter ( 14 beds ) for homeless familic
couples and singles, self-sufficiency program, health care, Child Develop-
ment program, crisis intervention and prevention, emergency services,
Information & Referral, Aftercare Services, Public School Awareness Prog-
rams . City of Tigard provides office space, additional funds were used for
program operation.
3. What types of services will be provided in the year in which funding is requested and how
many Tigard residents are estimated to be served? Also explain the impact on such services
if you are granted less than you are requesting?
Homeless persons receiving residential program services : 328
Homeless Persons receiving urgent need and Information & Referral
Services: 550
Outreach case mangement: 100
Aftercare: 100
1
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate 502 Actual (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 74 14% Male 291 58% Black 20 4%
6-19 83 17% Female 211 42% Hispanic 30 6%
20-45 226 4 5% Asian 5 1 %
46-64 75 15% Am. Indian 0 _ 0
65+ 0 0 White
(Anglo) 311 62%
Unknown 44 9% Unknown 136 27%
TOTAL 502 100% TOTAL 502 100% TOTAL 502 1000
Information & Referral : 2, 421
2
FUNDRAISING
1. Please identify geographic area covered in fund raising activities.
Portland Tri-County
2. Were funds solicited last fiscal year? Yes
A. Who did solicitations?
By Board Members Yes
By Employees Yes
By Professional Fund-Raiser Yes
B. How did you do soiicitations? Approximate amount of
revenue from each
By Correspondence $ 18, 283
By Benefits, Auctions, Special Events $ 6, 300
By Campaigns $ 250, 000
By sales of goods or services $ 300
Other Grantwriting/ Federal/ State/ $ 580, 217
Contracts
Total Revenue from solicitations $ 8 5 5, 10 0
3. Sources of funds collected during the last fiscal year:
Corporations and Businesses $ 5, 000
Individuals $ 13 , 583
Foundations $ 13, 642
Service Clubs/Civic Organizations $ 6, 000
Government Grants $ 560, 575
Other (specify) Fundraising/ Capital Campaign $ 256, 300
TOTAL (should agree with total of 2B above) $ 855, 100
3
4. What fund-raising activities does the agency plan to conduct next year?
MONTH EXPENSES THE FUNDS
ACTIVITY CONDUCTED ARE TO BE USED FOR:
gDinner/ Auction Feb/March [ ] CAPITAL [TOPERATING
B.Annual Campaign Nov/Dec [ ] CAPITAL [TOPERATING
CMembership Drive June-August [ ] CAPITAL [TOPERATING
D.Correspondence on-going [ ] CAPITAL [TOPERATING
FINANCIAL INFORMATION
1. What fiscal year is used? January 1 - December 31
2. By whom, and how are expenditures authorized? The Board of Directors through
the approval of the budget. Budgeted operating expenditures are approved
by the Executive Director with oversight by the Board Chair.
3. Amount requested from the City of Tigard for the 1998/99 fiscal year? 20, 000
4. If funds are being solicited from other local governments in the State of Oregon, please list
them and the requested amounts below.
RECEIVED REQUESTED REQUESTED
LOCAL GOVERNMENT 1996/97 1997/98 1998/99
Washington County 25, 000 53, 000
City of Tualatin* 3, 000
City of Beaverton* 8, 000 10, 000 15, 000
City of Durham 0 1 , 000 1 , 000
City of King City 0 500 500
City of Sherwood 0 1 , 000 1 , 000
*Capital Campaign Funds Received: Beaverton-20, OOO ,Tualatin-10, 000
5. Have the financial records of the organization been audited? Yes If so, please
submit a copy of the latest audit report.
4
Were government or foundation grants received during the last fiscal year? Yes
If yes, list source and amount:
A Washington County ESGP $ 20, 825
B State EHA $ 20 , 050
C FEMA $ 9, 250
D. City of Beaverton $ 28, 000
7. Were matching funds required? Yes If yes, what percent of match was required?
CBDG: 250, 000, ESGP 50%
8. Does the organization have contracts for services with other agencies? YeS If yes,
please list.
AGENCY SERVICE PROVIDED AMOUNT
Community Action Shelter/Self-Sufficiency 20 , 000
City of Beaverton Shelter/ Self-Sufficiency 8, 000
Washington County Shelter/ Self-Sufficiency 20, 825
9. Capital or endowment funds on hand $ 185, 038
10. What are plans, if any, for use of these funds? RITE center Construction
PROPERTY INFORMATION
Describe location of property (buildings, offices, recreational facilities, etc.) used by the agency:
LEASE RENT
OWNED AMOUNT AMOUNT
A. RITE Center property (Greenburg Rd) N/A
B. Program Shelter/ Child Development Center 431 /mo
(Walnut Place, Tigard)
C. Administrative Offices (Burnham Street- 1 / yr
Tigard)
D.
E.
F.
G.
5
GRANTS RECEIVED:
,ity of Tualatin. . . . . . . . . . . . . . . . . . . . . . . . 1 , 950
City of Tigard. . . . . . . . . . . . . . . . . . . . . . . . . . 6, 500
Washington County ESBG. . . . . . . . . . . . . . . . . . 500, 000
Meyer Memorial Trust. . . . . . . . . . . . . . . . . . . . 13 , 500
LCMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2, 000
Clark Foundation. . . . . . . . . . . . . . . . . . . . . . . . 1 , 500
Rose Tucker Charitable Trust. . . . . . . . . . . . 3, 500
Lamb Foundation. . . . . . . . . . . . . . . . . . . . . . . . . 2, 000
Presbytery of the Cascades. . . . . . . . . . . . . . 2, 800
PGE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2, 500
US Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 000
Collins Foundation. . . . . . . . . . . . . . . . . . . . . . 25, 000
GTE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 000
AGENCY BUDGET
AGENCY Interfaith Outreach Services
RITE Center 1 /30/98
Name of Program Date Submitted
PROJECTED NEXT FISCAL
REVENUE & EXPENSES LAST FISCAL THIS YEAR
YEAR ACTUAL FISCAL YEAR PROPOSED
1996/97 1998 19 99
PUBLIC SUPPORT & REVENUE
0 CARRY OVER PREY. YEAR i
1 ALLOC - UNITED WAY
2 CONTRIBUTIONS (PRIVATE) 14 71, 843 . 21 1 03, 554 . 00
3 SPECIAL EVENTS 1 6 31 1 . 00 I 1 10 , 000. 00
4 LEGACIES & BEQUESTS i I
5 TOTAL GOVT FEES & GRANTS i
A. FEDERAL 9, 250 . 00 15 000 . 00 i 35 000 . 00 i
B. STATE 20 050. 00 20 050. 00 25, 050. 00
C. REVENUE SHARING 16, 450 . 00 16, 000 . 00 18, 000 . 00
D. COUNTY 20, 825 . 00 ' 17, 806. 00 25, 000 . 00
6 MEMBERSHIP DUES
7 PROGRAM SERVICE FEES 800 . 00
8 SALES OF MATERIALS
9 INVESTMENT INCOME
10 MISCELLANEOUS REVENUE
i
11 TOTAL SUPPORT & REVENUE
(ADD 0 THRU 10) 114, 017. 14 140, 699 . 21 216, 604 . 00
EXPENSES
12 SALARIES 70, 346 . 12 88, 027 . 16 123 , 705. 00
13 EMPLOYEE BENEFITS 1 3, 046. 86 8, 254 . 72 10, 034. 00
14 PAYROLL TAXES, ETC. 7, 373 . 21 8, 028 . 03 11 , 986 . 00 i
15 PROFESSIONAL FEES 7 988. 42 5 , 670 . 00 9 , 500 . 00
16 SUPPLIES 3 334 .79 3 ,890 . 00 1 10, 000 . 0-0
17 TELEPHONE 2 903 . 10 2 , 835. 00 4, 800 . 0
18 POSTAGE & SHIPPING 1 1 , 290. 61 1 , 260 . 00 1 , 360 . 00 i
19 OCCUPANCY-RENT, UTIL., ETC. 9, 183 . 48 4, 725 . 00 18, 052. 00
20 EQUIP. RENTAL& MAINT. 751 . 99 888 . 30 900 . 00 I
21 PRINTING & PUBLICATIONS 1 , 736 . 78 1 449 . 00 I 1 500 . 00
22 TRAVEL 927 . 39 819 . 00i 900 . 00
23 CONFERENCES & MEETINGS 15 . 00 634 . 00700 . 00
24 SPECIFIC ASSIST. TO INDIV. i 3 , 564 . 57 i 1 1 51 4 . 00 20 , 167 . 00
25 MEMBERSHIP DUES 500 .00 500 . 00
26 MISCELLANEOUS EXPENSES 1 554 . 82 2, 205. 00 2 , 500 . 00
27 DEPRECIATION
I !
28 TOTAL EXPENSES
(.ADD 12 THRU 27) 114 , 017. 14 i 140, 699 . 21 216, 604 . 00
Misc. Expenses include insurance and volunteer recognition.
6
AGENCY BUDGET - PAGE 2
29 EXCESS (DEFICIT) OF
REVENUE OVER EXPENSE
(11 MINUS 28)
30 BOARD RESTRICTED FUNDS 185, 038
31 OTHER RESTRICTED FUNDS
32 LAND, BLDGS, EQUIP. 200 0 Q.0 1 050 , 00
33 INVESTMENT SECURITIES
34 ENDOWMENTS/OTHER FUNDS
7
MEMBERSHIP/VOLUNTEERS/PERSONNEL
1 . Does the organization have a membership? Yes
A. If so, how many? 50
B. Are there membership dues? Yes How much? $25 . 00
Total dues received last year? $1 , 250
2. Does the organization have auxiliaries, guilds, or affiliated organizations whose activities
contribute to its program and/or support? No
NAME OF PURPOSE OF AMOUNT OF
ORGANIZATION ORGANIZATION SUPPORT
VOLUNTEERS
1. How many, if any, volunteers are used in the program? Over 250
2. Describe how they are used: Evening Center Hosts, Meal Providers,
Child Development Center Assistants, and Office Support
3. Please estimate the total number of volunteer manpower hours over the last twelve (12)
months: 6, 300
4. Is training available for volunteers? Yes
When? Monthly
Time Required 2-6 Hours Yearly
8
STAFF
1 . How many employees are involved in the program?
Part Time , Full Time 4
2. Please estimate the total number of manpower hours of paid employees in the year for which
funding is requested. 15, 630 ( 8 FTE)
9
BOARD OF DIRECTORS
AGENCY Interfaith Outreach Services
NAME ADDRESS OFFICE HELD TERM EXPIRES
ON BOARD
iMarsha Lewis 9575 SW Lewis Lane Chair 18/99
Tigard OR 97223
jPat Larkin 12350 SW Katherine vice Chair 8/98 i
Tigard OR 97223
( Marilyn Lammerman 13560 SW 121st Treasurer ; 8/98
Tigard OR 97223
I �
Jack Mason 9790 SW Riverwood Lane At-Large 8/99
Tigard OR 97224 I j
j
Evelyn Gerkin 15885 SW Alderbrook Cir. At-Large 18/99
Tigard OR 97224
Laurel Blanchard 12050 SW 121st Ave At-Large 18/99
i Tigard OR 97223 !
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MEETINGS ARE HELD: The third Thursday of each month
Is there a policy for rotation of Board members? No
If yes, please describe
iAfinlsccserv.doc
1.0
INTERFAITH OUTREACH SERVICES
Residential Independence Training and Education (RITE) Center
Program Description
The RITE Center Program
The RITE Center Program has four basic components.
1. Outreach - This component provides outreach to homeless persons not presently
receiving services from an agency, information and referral, urgent needs
assessment, and case management, are provided in the community at large.
2. Residential Program - This is a two tiered program addressing the needs of
situationally and persistently homeless persons.
3. Child Development Program - This is a two tiered program addressing the needs
of homeless children and their parents.
4. Community Support Program - This component provides follow-up case
management for those having completed the four week or twelve week Residential
Program.
Outreach
Outreach entails visiting camps and other areas where homeless persons are living,
fostering engagement and determining initial urgent needs. As relationships are develop,
an informal needs assessment will be conducted and referrals for appropriate services will
be offered, including participation in the RITE Center Program.
Contacts with the homeless will be coordinated through law enforcement, citizen
involvement teams, local government, business owners, parks and recreation personnel,
public works personnel, and other homeless persons.
The urgent needs of enrolled participants will be addressed; these include, food,
transportation, laundry, personal care items and clothing.
Outreach will lead to one of three forms of service:
1. The participant will transition into the Residential Program.
Interfaith Outreach Services
RITE Center Program Description
Page 2
2. The participant will receive case management services.
3. The participant will continue to receive cursory outreach contacts.
Residential Program
Participants will enter the program through outreach, referral, or as walk-ins. The RITE
Center Residential Program is a three phased program intended to address the differing
needs of two types of homeless persons. Those who are situationally homeless, homeless
for the first time due to circumstances beyond their control, will be encouraged to go into
the four week program. There they will receive case management and support focused on
their returning to their independent lives as quickly as possible. Those with a pattern of
persistent homelessness, here defined as those with a repetitive pattern and lengthening
periods of homelessness, will be encouraged to participate in the 12 week intensive
program. Here they will receive case management, support and intensive training which
will offer alternatives to their present cyclic pattern of homelessness. The length of stay
and intensity of program requirements directly reflects the level of intervention the
particular participant may need.
Phase I - Stabilization and comprehensive assessment (one week)*
The first phase is intended for all participants who qualify. The basic criteria for
qualification are: 1) Not a danger to self or others. 2) Not immanently at risk of domestic
violence. 3) Not presently intoxicated. 4) No present untreated mental illness. 5) No
present warrants for arrest. 6) No communicable diseases.
Phase I focuses on stabilization and urgent service delivery. The Residential Services
Coordinator will meet with the resident to assess urgent needs which may include:
* Identification
* Personal care items, clothing, laundry, hair cuts
* Transportation
* The enrollment of children in school
* Health needs
Interfaith Outreach Services
RITE Center Program Description
Page 3
* Immediate income
* Aid to Dependent Children, food stamps, the Oregon Health Plan
At the completion of Phase I:
At the end of the first week the resident and Residential Services Coordinator will assess
whether the resident is at risk or stable in 11 areas: housing, nutrition, health care,
substance abuse, employment, personal finances, education, child education, parenting,
family relations, communication skills. Goals are established for at risk areas.
The Team will meet to review the comprehensive assessment, goal plan, and the
recommendation of the Residential Services Coordinator. Residents will move in one of
three ways:
1. Continue receiving community support through the Outreach Program.
2. Enter the Short Term Residential Program (4 weeks).
3. Enter the Long Term Residential Program (12 weeks)
Phase 11 Intervention Programs Q weeks or 10 weeks)
The Short Term Program is for those situationally homeless. The focus is on gaining or
maintaining stable employment and re-establishing permanent housing.
Services available: Temporary shelter, basic needs, information and referral, case
management, support, Child Development Program; didactic/process focused groups, if
time allows.
Expectations: Residents will actively seek permanent employment and/or housing as
needed. Residents will actively meet obligations to the RITE Center community; this
includes active participation in the day to day life of the Center, its' maintenance, meals
and government.
The Long Term Program is for those with a pattern of cyclic homelessness. The focus is
on in-depth work with patterns of homelessness and life skills enhancement.
Services available: Temporary housing, basic needs, information and referral, case
management, support, process focused group work, and didactic/process focused groups
covering areas addressed in the comprehensive assessment, Child Development Program.
Interfaith Outreach Services
RITE Center Program Description
Page 4
Expectations: Residents will be encouraged not to be employed for the first four weeks
of the program. The focus of the initial weeks will be investment in the didactic and
process focused groups prioritized during the assessment and goal setting period. The
second four week period will focus on the pursuit of employment from an increased base
of self and life skill knowledge. Participation in the groups will still be an expectation.
The third four week period will focus on housing, individual patterns fostering
homelessness, and options available. Participation in the groups remains an expectation.
Residents will actively meet obligations to the RITE Center community; this includes
active participation in the day to day life of the Center, its' maintenance, meals and
government.
Phase III Transition Planning (One or two weeks.)
The focus is on a formalized exit plan. Residents are reassessed for at risk status using the
initial criteria. Original at risk areas should now be stable. Residents will move in one of
three directions:
I. Independent living with continued support and case management through the
Community Support Program.
2. Transitional housing and long-term case management through another agency.
3. Return to homelessness with an increased self and life skill knowledge base.
Case management and support will continue through the Community Support
Program.
Failure to complete the Residential Program or a return to homelessness does not preclude
re-admission at a later date.
Child Development Program
This component has two tiers based on the form of homelessness addressed. Those
children with a parent or parents who are situationally homeless will be provided
therapeutic daycare while their parents seek employment or housing. Those whose
parents are persistently homeless will be provided a more in-depth therapeutically focused
program. Both groups will receive care in a safe, secure and nurturing environment.
Interfaith Outreach Services
RITE Center Program Description
Page 5
The Short Term Program corresponds with the residential program provided for the
child's situationally homeless parent. It runs consecutively and is focused on the provision
of safe and nurturing child care as the child's parent or parents move towards independent
living.
Services available: Therapeutic daycare Monday through Friday, developmentally
stimulating, structured activities, nutritionally balanced meals and snacks, assessment of
child's physical, social, emotional, cognitive development, afterschool programming,
information and referral.
Expectations: Enrolled children will attend the program regularly.
The Long Term Program corresponds with the twelve week intensive program for
persistently homeless adults. The assumption is made that the children of these parents
have special needs, as do the parents. The focus of this program is on, the comprehensive
assessment of the child's developmental status and the parent's skills as a parent, the
generation of a goal plan, and the access of appropriate services.
Services Available: Therapeutic pre-school, afterschool programming , tutoring,
computer lab, family assessment, play therapy, nutritionally balanced meals and snacks.
Expectations: Children enrolled in the program will attend regularly. Parents will be
available for assessments and family meetings. Parents will follow through with referrals
for specialized services.
Community Support Program
Following completion of the four week or twelve week residential program, and the move
into independent housing, a participant will be encouraged to continue case management
services through the Community Support Program. The intent is to continue supportive
services for a period of up to two years, reinforcing new skills acquired during their
residential stay and preventing recidivism. These services will be available in the
participant's home or in an office setting. The frequency and length of service will be tied
to the participant's transitional plan and the stated needs.
INTERNAL REVE'cJE SERVICE DEPARTMENT OF THE TREASURY
DISTRICT DIRECTOR
P. 0. BOX 2508
CINCINNATI, OH 45201
Employer Identification rdumbe-:
Date: ny 14 11,041 DLrr94-3174165
17053291843007
INTERFAITH OUTREACH SERVICES INC Contact Person:
PO BOX 230821 D. A. DOWNING
TIGARD, OR. 97223 Contact Telephone Number:
(513) 241-5199
Our Letter Dated:
April 1993
Addendum Applies:
No
Dear Applicant:
_ This modifies our letter of the above date in which we stated that you
would be treated as an organization that is not a private foundation until the
expiration of your advance ruling period.
Your exempt status under section 501 (a) of the Internal Re-lenue Code as an
organization described in section 501 (c) 1.3) is still in effect. Based on the
information you submitted, we have determined that you are not a private
foundation within the meaning of section 509 (a) of the Code because you are an
organization of the type described in section 509 (a) (1) and 170 (b) (1) (A) (vi)
Grantors and contributors may rely on this determination unless the
Internal Revenue Service publishes notice to the contrary. However, if you
lose your section 509 (a) (1) status, a grantor or contributor may not rely on
this determination if he or she was in part responsible for, or was aware of,
the act or failure to act, or the substantial or material change on the part of
the organization that resulted in your loss of such status, or if he or she
acquired knowledge that the Internal Revenue Service had given notice that you
would no longer be classified as a section 509 (a) (1) organization.
If we have indicated in the heading of this letter that an addendum
applies, the addendum enclosed is an integral part of this letter.
Because this letter could help resolve any questions about your private
foundation status, please keep it in your permanent records.
If you have any questions, please contact the person whose name and
telephone number are showy. above.
Sincerely yours,
• e� X4rz. ,
District Director
Letter 1050 (DO/CG)
Interna) Revenue Service Department of the Treasury
District
Director
Person to Contact: 11 i,l ;L'I iA A;% 71\LE:G:'.
D
INTERFAITH OURTREACH SERVICES INC Telephone Number: (2, 3) 72i-! 233
9845 SW WALNUT PL
TIGARD, OR 97223-5038 Refer Reply to: ..OMF CcDord inator
Date: IIAY 0 ? 7994
EL'S ff 94-3'_74165
Internal Revenue Code Section:
501 c;c) ( 3 )
-Dear Sir or Madam:
Thank you for submitting the information shown below or on the
enclosure. We have made it a Dart of your file.
The changes indicated do not adversely affect your exempt status and
the exemption letter issued to you continues in effect.
Please let us know about any future change in the character, 7urpose,
method of operation, name or address of your organization. This is a
requirement for retaining your exempt status.
Thank you for your cooperation.
Si-c-erely yours,
1000 0:4701 4val�
District Director
Item Changed From To
(NAME) TIGARD CHRISTIAN MINISTRIES (SEE AEOVE)
SHELTER
EP/EO Division
McCaslin Industrial Park
2 Cupania Circle
Monterey Park, CA 91755-7406 Letter 976(DO) (Rev. 1-87)
I'_iiEr.r'iAI RE' EriuE S RVIC'E �EiP:aRTMENT 3c THE TR '-SU .i
DISTRICT DIRECTOR
;;P ;IA CIRCLE
%10N
TEREY PAF.Y, CA 51754
Date : - Iy Zmpic-�,er Identification Number:
94-3174165
Contact Person:
_,;;RGLYN TSCHOPI7
.IGARD CHRISTIAN MINISTRIES l''ontact Telephone Number:
SHELTER (213; 725-701;,2
C/O KIMBERLY D ALMOS BROWN
9845 S W WALIWT PLACE
TIGARD, OR 97223
Acccunt_na Period Ending
Jul'" 31
Foundat--on Status Classification:
170 (b) (1) (A) (vi)
Advance Ruling Period Begins :
Januar_,r 5, 1993
Advance Ruling Period Ends:
July 31, 1997
Addend, m Applies
No
Dear Applicant:
Based on information you 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 (a) of the Interna'_ Revenue
Code as an organization described in section 501 (c) (3)
Because you are a newly created organization, we are not now making a
final determination of your foundation status under section 509 (a) of the Code.
However, we have determined that you can reasonably expect to be a publicly
supported organization described in sections 509 (a) (1) and ill 0 'b) (1) (A) (vi)
Accordingly, during an advance ruling period you will be treated as a
publicly supported organization, and not as a private foundation. This advance
ruling period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you, must
send us the information needed to determine whether you have met the require-
ments of the applicable support test during the advance ruing pericd. _f 7.,CU
establish that you have been a publicly supported organization, we will _lassi-
f%, you as a section 509 (a) (1) or 509 (a) (2) organization as long as you cor_tiru
to meet the requirements of the applicable support test. If you do not meet
the public support requirements aaring the advance ruling period, we wi17
classify you as a private foundation for future periods. Alsc, if we Classify
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 501 (d) and 4940 .
Grantors and contributors may rely on our determination that you are not a
private foundation until 90 days after the end of your advance ruling per-- cd.
If you send us the reauired information within the 90 days, grantors and
contributors may continue to rely on the advance determination unt, 1 we mare
Letter 1045 (D0-CG)
-2-
CHP_ISTIA d MINISTP.IF.S
a final determination of your foundation status.
If we publish a notice in the Internal Revenue Bulletin stating that we
w L no longer treat you as a publicl,, supported organization, grantors and
ccntributors may not rely on this determination after the date we publish the
notice. In addition, if you lose your status as a publicly supported organi-
zation, and a grantor or contributor was responsible for, or was aware of, the
act or failure to act, that resulted in your loss of such status, that person
may not rely on this determination from the date of the act or failure to act.
,!so, if a grantor or contributor learned that we had given notice that ycu
would be removed f_cm classification as a publicly supported organization, then
that person may not rely on this determination as of the date he or she
acquired such knowledge.
74� you change your sources of support, your ourooses, character, or method
of operation, please let us know so we can consider the effect of the change on
your exempt status and foundation status. If you amend your organizational
document or bylaws, please send us a copy of the amended document or bylaws.
Also, let us know all changes in your name or address.
As of January 1, 1984, you are liable for social securities taxes under
the Federal Insurance Contributions Act on amounts of $100 or more you pay to
each of your employees during a calendar year. You are not liable for the tax
imposed under the Federal Unemployment Tax Act (FUTA) .
Organizations that are not private foundations are not subject to the pri-
vate foundation excise taxes under Chapter 42 of the Internal Revenue Code.
However, you are not automatically exempt from other federal excise taxes . _-P
ycu have any questions about excise, employment, or other federal taxes, please
let us know.
Donors may deduct contributions to you as provided in section 1-0 of the
Internal Revenue 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.
Donors may deduct contributions to you only to the extent that their
contributions are gifts, with no consideration received. Ticket purchases and
similar payments in conjunction with fundraising events may not necessarily
qualify as deductible contributions, depending on the circumstances. Revenue
Ruling 67-246, published in Cumulative Bulletin 1967-2, on page 104, gives
guidelines regarding when taxpayers may deduct payments for admission to, or
other participation in, fundraising activities for charity.
You are not required to file Form 990, Return of Organization Exempt From
Income Tax, if your gross receipts each year are normally $25, 000 or less . __
you receive a Form 990 package in the mail, simply attach the label provided,
check the box in the heading to indicate that your annual gross receipts are
normally $25, 000 or less, and sign the return.
Letter 1045 (DO CG)
-3-
IS �P.D CHP1ST-_1-dT 1HINISTRIES
If you are required to file a return you must file :._ by the 15th day of
the fifth month after the end of your annual accounting period. We charge a
penalty of $10 a day when a return is filed late, unless there is reasonable
cause for the delay. However, the maximum penalt,, we charge cannot exceed
$5, 000 or 5 percent of your gross receipts for the year, whichever is less . we
may also charge this penalty if a return is not complete. So, please be sure
your return is complete before you file it.
You are not required to file 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 cn Form
990-T, Exempt Organization Business income Tax Return. In this letter we are
not determining whether any of your present or proposed activities are unre-
lated trade or business as defined in section 5i3 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, we
will assign a number to you and advise you of it. Please use that number on
all returns you file and in all correspondence with the internal Re-,,en,.:e
Service.
If we said in the heading of this letter that an addendum applies, the
addendum enclosed is an integral part of this letter.
Because this letter could help us resolve any questions abou- 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.
S' cerely yours,
Michael J. Quinn
District Director
Enclosures)
Form 8?2-C
Letter 1045 ( O%CG
Tigard 4th of July, Inc.
A Non Profit Corporation
(503) 624-2975
First Bank of Tigard Building
12420 S. W. Main Street
Tigard, Oregon 97223
January 30, 1998
Mr. Wayne Lowery
Finance Director
City of Tigard
13125 S.W. Hall Blvd.
Tigard, Oregon 97223
Dear Wayne,
The Board of Directors of Tigard 4th of July, Inc., a Non Profit Corporation, submit this
letter with enclosures as our Funding Request for the Fiscal Year 1998 - 1999.
To the criteria for funding, we submit the following comments:
(1) The Tigard Old Fashioned 4th of July Celebration is primarily for Tigard area
residents; we do not advertise outside of the area.
(2) This event is open to all citizens, with the only restrictions being no alcoholic
beverages, no smoking, and no personal fireworks.
(3) We stress a family oriented type of-celebration on this annual event, with effort to
provide quality entertainment, a family/community style picnic atmosphere, and public
opportunity to participate at no cost (unless they should desire to purchase snacks at very
reasonable prices, the proceeds going toward the subsequent year's event).
(4) With eleven annual events successfully accomplished (our first was in 1987), we feel
that the event has proven to be valuable to the community, and very affordable for the city
and the citizens attending.
(5) As with item (4), the Board of Directors feel that our success for eleven years and the
records we have kept demonstrate an ability to reach our goals and keep within reasonable
budget commitments.
(6) Financial Statements are annually prepared and submitted.
Wayne Lowery
City of Tigard
January 30, 1998
Page 2
(7) The Funding Request per our previous agreements with the City of Tigard are based
upon the encouragement of other sources of revenue.
We hope you find the information contained herein to be adequate for the City's budgeting
purposes. We also hope you look forward to enjoying each year's event as much as we
look forward to putting it on.
As a note, you will find in the enclosed Financial Statements and support documents
information in support of a$ 4,000.00 contribution from the City of Tigard, payable not
later than July 3, 1998. The fund raising effort of Tigard 4th of July, Inc. during the Fiscal
Year 1996 - 1997 netted $ 7,399.73; our previous agreement calls for contribution from
the City of not less than $ 3,000.00, and matching of funds raised in excess of the
$ 3,000.00 only to a maximum of$ 4,000.00. We exceeded the minimum $ 3,000.00 due
to the timing of contributions received in this Fiscal Year. Let me know if you have any
questions about this.
With regards to City in-kind contributions, we have identified the following impacted
areas:
Public Works - If the City Public Works personnel prepare the fireworks firing
trench, I am advised that the estimated cost is $ 400.
Police Department - The Police Department is advised of the event and incurs an
estimated $ 1,200 of cost for what primarily is traffic control after
the event. Officers are present during the event more for public
relations than for any policing requirements. We support the
Officers presence, making some very important contacts with the
citizens and youth in particular.
Administration - Insurance for the event is accomplished by a rider to the City's
existing policy. Loreen Mills advises that there is no additional
charge for this rider.
Should have questions about any of the above, please contact me for assistance.
Sincerely,
R. Michael Marr
Treasurer
Enclosures CC: Board Members RMWdbm
City of Tigard, Oregon
13125 SW Hall Blvd.
Tigard, Oregon 97223
ARTS AND CULTURAL EVENTS FUNDING REQUEST APPLICATION
Organization requesting City Funds:
Name: %/ !---.a.,ezv - OF ,/off /.vim•
Address: i z svzo 77�,��
Contact Person:
Phone Number: 6
Amount Requested for 1998/99: - /DDD DO
Purpose of funding request:
_77�/S EpNr Z�e 7 zc.cJ s 4 .
A.� /y �r/?!/y/ViY iy'-g L�!/2`�di LIJi�rl�o z>✓�T /9®/Y�iss�a..J G%�/�itG�
Please submit this application to the City Finance Director by January 31 along with
your written response explaining how your organization and funding request meet the
funding criteria outlined on the attached sheet. In addition, please submit documents
evidencing the following:
• Audit report or prior years financial statements. "*
• 501 (c) (3) Status*
• Articles of Incorporation '`
• By - Laws *
• 1997/98 Budget for Organization, Project or Event
• A description of in kind services needed from the City in conjunction with your event
and a schedule of estimated City costs determined after input from appropriate City
Staff.
* The submission of these items is not necessary if they have been submitted at least
once in the past five years.
**Lack of adequate financial information will result in denial of funding request.
TIGARD 4TH OF JULY, INC.
Per Income & Expenditure Statements
(Unaudited)
Appendix 1996
City of Tigard 7.02 -3000.00
Contrib'ns Cash 7.01 -500.00
City of Tualatin 7.02 -1000.00
Contrib'ns Cash 7.02 -2525 .00
Contrib'ns Cash 7.03 -1125.00
Contrib'ns In Kind 7.03 0.00
Total Donations to 7/4 * -5150.00 -3000.00
For Tigard Match * -7691.12 July 4, 1995 thru July 3, 1996
Concession Sale 7.04 -1302.15
Cost of Goods Sold 826.39
Contrib'ns Counter 7.04 -68 .27
Contrib'ns Barrels 7.04 -501.76
Contrib' ns Cash 7.04 -69.79
Contrib'ns In Kind 7.04 -723 .20
Contrib' ns Cash 8 .21 -100.00
Total Donations 7/4-12/31 * -1938.78 0.00
Total Donations to 12/31/96 -7088 .78 -3000.00
Appendix 1997
City of Tigard 6 .30 -4000.00
City of Tualatin 6 .09 -1000.00
Contrib'ns Cash Thr 7.03 -3970.00
Contrib' ns In Kind 7 .03 -490.95
Total Donations to 7/4 * -5460.95 -4000.00
For Tigard Match * -7399.73 July 4, 1996 thru July 3, 1997
Net Concession. Sale 7. 04 -863 .04
Cost of Goods Sold 843 .27
Contrib'ns In Kind 7. 04 -750.00
Contrib'ns Counter 7.04 -36 .87
Contrib'ns Barrels 7.04 -608 .89
Contrib'ns Cash 7.04 -266 .37
Fundraiser 7.04 -103 .90
Contrib'ns Cash 7.10 -250.00
Contrib'ns Cash 7.11 -25.00
Total Donations 7/4-12/31 -2060.80 0.00
Total Donations to 12/31/97 -7521.75 -4000 .00
1
TIGARD 4TH OF 7ULY, INC.
Balance Sheet (Unaudited) as of December 31, 1997
Current Year
12 Mo. Per To Date
1000 ASSETS
1450 Cash - Non Interest Bearing
1451 Petty Cash 0.00 0 .00
1452 General Checking Account 1497.10 1744 . 00
1460 Savings & Temp. Investments
1461 Savings 0.00 0.00
1470 Accounts Recei-iable
1471 Accounts Receivable 0.00 0 .00
1476 (Uncollectable Allowance) 0.00 0.00
1480 Pledges Receivable
1481 Pledges Receivable 0.00 0.00
1486 (Uncollectable Allowance) 0.00 0.00
1490 Grants Receivable
1491 Grants Receivable 0.00 0.00
1500 Recievables from Related Parties
1501 Receivables from Directors 0.00 0.00
1510 Other Receivables
1511 Notes Receivable 0.00 0.00
1516 (Uncollectable Allowance) 0.00 0.00
1520 inventories For Sale or Use
1521 Inventories For Sale or Use -14 .50 0.00
15.:0 Prepaid Expenses / Deferred Charges
1531 Prepaid Expenses 0.00 0.00
1540 Investments - Securities
'_550 Investments - Assets
1560 Investments - Other
1570 Equipment
1571 Equipment. 0.00 0 .00
1576 (Accumulated Depreciation) 0.00 0 .00
1580 Other Assets
TOTAL ASSETS 1482 .60 1744.00
2000 LIABILITIES
2600 Accounts Payable & Accrued Exp
2601 Accounts Payable 0.00 0.00
2610 Grants Payable
2611 Grants Payable 0.00 0 .00
2620 Revenue Designated (Future Per. )
2621 Revenue Designated 0.00 0 .00
2630 Loans from Related Parties
2631 Loans from Directors 0.00 0.00
2640 Mortgages/Notes Payable
2641 Notes Payable 0.00 0.00
2650 Other Liabilities
2651 Other Liabilities 0.00 0.00
Total Liabilities 0.00 0.00
1
TIGARD 4TH OF JULY, INC. Page 2
Balance Sheet (Unaudited) as of December 31, 1997
Current Year
12 Mo. Per To Date
3000 FUND BALANCES
3670 Current Funds
3671 Unrestricted Funds 0.00 0.00
3676 Restricted Funds 0.00 0.00
3680 Equipment Fund
3690 Endowment Fund
3700 Other Fund
3710 Capital Stock or Trust Principal
3711 Capital Stock 0.00 0.00
3720 Paid In or Capital Surplus
3730 Retained Earnings / Accumulated Income
3731 Retained Earnings > 01/01/97 0.00 -261.40
3732 Current Earnings > 12/31/97 -1432 .60 -1482.60
Total Fund Balance -1482.60 -1744 .00
TOTAL LIABILITIES & FUND BALANCE -1482.60 -1744 .00
-0.00 -0.00
Footnote:
Footnote:
Footnote:
2
TIGARD 4TH OF JULY, INC.
Income & Expense Statement as of December 31, 1997
(Unaudited)
Current Year
12 Mo. Per. To Date
4000 INCOME
4010 Contributions, Gifts, Grants
4011 Direct Public Support -6398 .08 -6398 .08
4012 Indirect Public Support 0.00 0 .00
4013 Government Grants -5000.00 -5000.00
4020 Program Service Revenue
4030 Membership Dues / Assessments
4040 Interest Earnings
4050 Dividends / Interest on Securities
4060 Net Rental Income
4061 Gross Rents 0.00 0.00
4066 Rental Expenses 0.00 0.00
4070 Other Investment Income
4080 Gain / Loss from Sale of Assets
4091 Gross Sale Amount 0.00 0 .00
4086 Cost / Expense 0.00 0.00
4090 Fundraising Events
4091 Gross Revenues -103.90 -103 .90
4096 Direct Expenses 0.00 0.00
4100 Gross Profit from Sales
4101 Gross Sales Less Returns -863 .04 -863 .04
4106 Cost of Goods Sold 741 .21 741 .21
4107 Cost of Goods Sold 22.06 22 .06
4108 Cost of Goods Sold 80.00 80.00
4110 Other Revenue
Total Revenue -11521.75 -11521.75
6000 EXPENSES
6130 Program Service Expenses
6131 Tigard 4th Celebration 10021.15 10021.15
6140 Management & General Expenses
6141 Bank Service Charges 8 .00 8 .00
6142 Miscellaneous 0.00 0 .00
6150 Fundraising Expenses
6151 Miscellaneous 10.00 10.00
6160 Payments to Affiliates
Total Expense 10039.15 10039. 15
(Excess) or Deficit -1482.60 -1482 .6C
3
Tigard American Legion Post 158
X03; Ski Scorf"in5 St, Tigard, OR 97223
rf US, 7 (Mailing) PO Box 2-')4,v,2,'[igard. OR 97281-3482
March 9, 1998
City of Tigard
13125 SW Hall St.
Tigard, OR 97223
Attention Wayne Lowry,Director of Finance
Thank you for faxing me the Arts and Events policy and the application form. Enclosed is the completed
application form requestirg funds for the August 14/15, 1998 Tigard Daze event.
The Tigard American Legion is sponsoring Tigard Daze in cooperation with the City of Tigard. In 1997,
the Legion took it over from the Tigard Merchants Association,who came to us for our volunteer
assistance. Our involvment began in March, 199 with monthly committee meetings. In July, we opted
to meet once a week to get the program rolling. We requested theTigard Merchants to be involved in the
planning of this event and some participated. Prior to the event, two of our committee volunteers
personally visited each Tigard Merchant on Main Street. Our goal was to offer a friendly community
camaderie and we let them know about the Legions volunteer participation to make this community event
a good one.
In 1997.over 50 volunteers from the Legion together with a few volunteers from the Tigard Merchants
assisted with the following:
1. Displaying flags on Main St.
2. Decorated golf carts to be driven in the parade.
3. Particiated as Color Guard leading the parade.
4. Handled security for event.
5. Prepared and assisted with food handling the the Legion Post.
6. Participated in getting the parade marked off to organize the beginning of parade and follow
through with a smooth moving parade.
7. Set up street baricades, signs, etc.
8. Remove baricades at end of event and followup to ensure city left clean of debri.
9. Promoted children activities and family entertainment.
After the parade last year,the parade participants were invited to the Legion Grounds. The Legion
prepared and served food to approximately 200 individuals. We served hamburgers, hot dogs,chips and
pop all free of charge.
phone (503)624-2332 fax (503)968-6277
Tigard American Legion Post 158 Page 2.
It is my understanding that our expenses last year were as follows:
Insurance $1,500
Ribbons 200
Dash Plaques 400
Porti Potties 700
Dumpster 100
Sweeper for Payless where
carnival was held 100
Total $3,000
For the 1998 event,we are looking into providing free pony rides for children,a petting zoo and looking
into coinciding with S&P Train to secure rides for children and adults. We are looking to bring a
steamship to the event by teaching safety as well as provide entertainment to the children and adults.
As a sponsor of this event,we feel that the Tigard Daze is an annual event that has tradition and brings a
positive family enviornment to our Tigard community. A goal currently being discussed is to see this
event,eventually,sponsor a college scholarship for the Tigard High School District.
Based on the expenses from last year and our interest in expanding children and family events plus cost
of publicity sign,we ask the City of Tigard for a donation of$4,000 towards our 1998 event.
Please feel free to contact me with any question,you may have. Our members have given many volunteer
hours to make this event a success and we look forward to your approval so that we can continue with our
1998 Tigard Daze event.
S' rely,
17t,l(,/
Phyllis Parent
Co-Chairperson of Tigard Daze
03-03-:998 01:HFM FROM C.O.T. WATEF TO 96862?? F.03
City of Tigard, Oregon
J 13125 SW Hall Blvd.
Tigard, Oregon 97223
ARTS AND CULTURAL EVENTS FUNDING REQUEST APPLICATION
Organization requesting City Funds:
Address: .5 t f CF
E/ CJS T
Contact Person: PA + I I J 3 e AJ — F,Of R:SO N
Phone Number. e5 ° TCA. �'�G —z-i-4 7 . c Cil D Ai /��L
Amount Requested for 1998/99:_
Purpose of funding request:
14
e �' 7-e CVeN i g q- 9M<
1V o/vTA? u 7-1 (5)AJ FRo" i-ry of 7-1
(fSf e 4 To 9f e o L Q U , A - @0Mw1U I T�
t.0i -rHo u T A -PIDS S/ 0 /V d 4AA6-- A, VRi LAB1e /o ALL ,
Please submit this application to the City Finance Director by January 31 along with
your written response explaining how your organization and funding request meet the
funding criteria outlined on the attached sheet. In addition, please submit documents
evidencing the following:
• Audit report or prior years financial statements.
• 501 (c) (3) Status*
• Articles of Incorporation "
• By - Laws * J
• 1997/98 Budget for Organization, Project or Event S* e zs f9 %TIj Q ��
• A description of in kind services needed from the City in conjunction with your event
and a schedule of estimated City costs determined after input from appropriate City
Staff.
* The submission of these items is not necessary if they have been submitted at least
once in the past five years.
`Lack of adequate financial information will result in denial of funding request.
TOTAL P.03
Tigard Festival of Balloons
K : 11575 S.W. Pacific Hwy. Box 131
;�.�nh�mz •
;,M s
Tigard Festival Tigard, OR 97223
of Balloons
4iprL
R v v
�3 i:!�6�,
�
lS01 000
000,
��✓ --��. j �iyzpC v��y-�C� -
City of Tigard, Oregon
13125 SW Hall Blvd.
Tigard, Oregon 97223
ARTS AND CULTURAL EVENTS FUNDING REQUEST APPLICATION
Organization requesting City Funds:
Name: %/fig D jCsi/��/�L O� 4t "-001US
Address: //J"7S -'..W. 142Gi6 A&UY %3 116-AeO
Contact Person: r'�� FLUS -STi9N . yi't ;�E,e
Phone Number: ✓Q3-S9o _/ y S�3 - 7G-0
So3- G/Z - ff2OY so3 — 70c,-7 6 6cj
Amount Requested for 1998/99:
Purpose of funding request:T C01V Tiyv� 7�-5 S/E/(�i� %u.�F �►��N'FG�2
C/7-10 F 71-6Vh 0 lbvO P •T s 4
EV,!5W FD/L Tiff P09Z4C. 1G56 6i.45:- 4i,1AV7-Ab ,(%�D/i--S IVAI-
�,��s;
VO4 VAI 7�2 GIfe-w- so •vvA-!moo v s- 1-0c ft 'vbn/-
PP.efiT CAN 054�- THE BEST/r/f�L f�S /} Fi�NO �Jf/S�/1
�D!_ %ltd/.Q ASN �C-T7 U/TIES,
Please submit this application to the City Finance Director by January 31 along with
your written response explaining how your organization and funding request meet the
funding criteria outlined on the attached sheet. In addition, please submit documents
evidencing the following:
• Audit report or prior years financial statements. **
• 501 (c) (3) Status'
• Articles of Incorporation
• By - Laws *
• 1997/98 Budget for Organization, Project or Event
• A description of in kind services needed from the City in conjunction with your event
and a schedule of estimated City costs determined after input from appropriate City
Staff.
* The submission of these items is not necessary if they have been submitted at least
once in the past five years.
"Lack of adequate financial information will result in denial of funding request.
October 21, 1997
,�-C Mea(inq Community
Main Office
11895 SW Greenburg Rd.
Tigard,OR 97223
FAX(503)598-8632
(503)598-1186
City of Tigard
Group Home
Attn. Wayne Lowry, Director of Finance 10313 SW 69th Ave97223.
13125 S.W Hall Blvd. Tigard,OR
FAX(503)246-3516-351
0
Tigard, OR 97223 (503)246-5493
Subject: Social Agency and Arts =%d Events funding 1997,198
Mr. Wayne Lowry,
On behalf of Luke-Dorf, Inc., we would like to personally thank the City of
Tigard budget committee for agreeing to fund Luke-Dorf s request of$7500.00 for fiscal
1997/98.
The additional resources have already been used to pave the parking area at our
group home facility; for years the parking area was gravel and potholes.
Zer ,
j
/George Huber
i Executive Director
Luke-Dorf, Inc.
CITY OF TIGARD, OREGON
13125 S.W. Hall Blvd.
Tigard, OR 97223
AGENCY FUNDING REQUEST APPLICATION
AGENCY.: Lu'.ra-Dorf , Inc.
ADDRESS: 10313 SW 69th Ave
Tigard OR Q:7993
City State Zip
PERSON PREPARING APPLICATION George B. Huber
PHONE NUMBER (503 ) 598-1186
1. Describe the Agency's Mission:our mission is to help individuals with severe
and persistent mental illness reach their fullest 1otPntial ry =rnt.id; n0
exemplary behavioral health services .
2. What programs/services did your agency provide in Tigard this year and specifically describe
how Tigard funds were used by your organization?
Mental health services , adult rehabilitation , service coordination , skill:
training , individual and group therapy, art therapy, groups and classes ,
psychiatric services , respite services , residential care services and
support pre-vocational housing ser vire.- and support Ti arard funds
will be used in one of the following areas : services , facilities , Cap. TM7
3. What types of services will be provided in the year in which funding is requested and how
many Tigard residents are estimated to be served? Also explain the impact on such services
if you are granted less than you are requesting?
The same services listed in #2 will be provided in 1998-99 . Tigard
residents are projected at 130 in 1998-99 . Less grant/fundraising
revenue impacts leasehold improvements , capital improvements , and
program development-services would be indirectly impacted .
1
CLIENT CHARACTERISTICS: (For last year) Please indicate:
Estimate x Actual (Unduplicated count)
AGE SEX ETHNICITY
Number/Percent Number/Percent Number/Percent
0-4 0 0 Male 87_ 6 0% Black 2 1%
6-19 0 0 Female 58 40% Hispanic 0 0
20-45 58 40% Asian 2 1%
46-64 87 60% Am. Indian 3 2%
65+ 0 o White
(Anglo) 138 96%
Unknown Unknown
TOTAL 145 100% TOTAL 145 100%`,-'= TOTAL 145 100%
2
FUNDRAISING
1. Please identify geographic area covered in fund raising activities.
Oregon
2. Were funds solicited last fiscal year? Yes
A. Who did solicitations?
By Board Members VP s;
By Employees Yes
By Professional Fund-Raiser no
B. How did you do solicitations? Approximate amount of
revenue from each
By Correspondence $ 24 , 395
By Benefits, Auctions, Special Events $ 0
By Campaigns $ 0
By sales of goods or services $ 0
Other Fundraising/grants/estates $ 15 ,000
Total Revenue from solicitations $ 39 , 395
3. Sources of funds collected during the last fiscal year:
Corporations and Businesses $ 0
Individuals $ 24 , 395
Foundations $ 0
Service Clubs/Civic Organizations $ 0
Government Grants $ 7500
Other (specify) Fundraising/Estate $ 7500
TOTAL (should agree with total of 2B above) $ 39 , 395
3
4. What fund-raising activities does the agency plan to conduct next year?
MONTH EXPENSES THE FUNDS
ACTIVITY CONDUCTED ARE TO BE USED FOR:
A. Newsletter ongoing [ ] CAPITAL OPERATING
B. Capital Campaign 1 year FrCAPITAL [ ] OPERATING
C. Grants (Foundations) All CAPITAL "OPERATING
D [] CAPITAL [ ] OPERATING
FINANCIAL INFORMATION
1. What fiscal year is used? July 1-June 30
2. By whom, and how are expenditures authorized? Board Approved Budget
3. Amount requested from the City of Tigard for the 1998/99 fiscal year? $7000 .00
4. If funds are being solicited from other local governments in the State of Oregon, please list
them and the requested amounts below.
RECEIVED REQUESTED REQUESTED
LOCAL GOVERNMENT 1996/97 1997/98 1998/99
Washington County HHS $50, 000
H. O.M. E $230, 000
Note : H.O .M. E money is a low interest loan
5. Have the financial records of the organization been audited? Yes If so, please
submit a copy of the latest audit report.
4
6. Were government or foundation grants received during the last fiscal year? Yes
If yes, list source and amount:
A City of Tigard $ 7500 . 00
B. $
C $
D. $
7. Were matching funds required? NO If yes, what percent of match was required?
8. Does the organization have contracts for services with other agencies? Yes If yes,
please list.
AGENCY SERVICE PROVIDED AMOUNT
Providence BHC All services listed in Section #2 Case Rate
Washington County All services listed in Section #2 Case Rate
9. Capital or endowment funds on hand $ 239 ,6251 - 00
10. What are plans, if any, for use of these funds? Leasehold improvments & housing
Development
PROPERTY INFORMATION
Describe location of property (buildings, offices, recreational facilities, etc.) used by the agency:
LEASE RENT
OWNED AMOUNT AMOUNT
A. Group Home-Tigard 0 0
B. Corporate Facility-Tigard 1350 . 00
C. Gettysburg Apartments [ lease/sublet] Per Unit/530 . 00 7950 .00
D.
Shared housing Facility- Tigard [ lease/sublet] 2650.00
E -.r2 Shared Housing Facility- Tigard [lease/sublet] 2650 .00
F. #3 Transitional Housing- Tigard [ lease/sublet] 1100 . 00
G.
5
AGENCY BUDGET
AGENCY - Luke-Dorf , Inc .
Luke-Dorf , Inc . 1-8-98
Name of Program Date Submitted
PROJECTED NEXT FISCAL
REVENUE& EXPENSES LAST FISCAL THIS YEAR
YEAR ACTUAL FISCAL YEAR PROPOSED
1sg�-q� 1s4'1-q8 ys98-Ti
PUBLIC SUPPORT& REVENUE
0 CARRY OVER PREY. YEAR $ _Ca.
1 ALLOC- UNITED WAY
2 CONTRIBUTIONS (PRIVATE) Zy 59 000 3( Z60
3 SPECIAL EVENTS or 5.000 Is. 000
4 LEGACIES &BEQUESTS -8 S 000 _a
5 TOTAL GOVT FEES &GRANTS $ �.
A. FEDERAL
B. STATE 000 go, 000
C. REVENUE SHARING
D. COUNTY I ( y OZ 75
6 MEMBERSHIP DUES Aar
7 PROGRAM SERVICE FEES 563, 14911 0 5 8Z 9
8 SALES OF MATERIALS Z
9 INVESTMENT INCOME 4,J458 S 000 +-I 000
0 MISCELLANEOUS REVENUE 18
11 TOTAL SUPPORT& REVENUE
(ADD 0THRU 10) 798 lv15 qz7, X57 951,L►Sl
EXPENSES
12 SALARIES 142 3101 11 let3
13 EMPLOYEE BENEFITS O 2,
14 PAYROLL TAXES, ETC. I
'4 9. OLi 1 0 3 L
15 PROFESSIONAL FEESo0
16 SUPPLIES S2 p0
17 TELEPHONE (0�3 V500
18 POSTAGE&SHIPPING 1
19 OCCUPANCY-RENT, UTIL., ETC. 1815, $ 20 030 &0
20 EQUIP. RENTAL & MAINT. IS 1 00
21 PRINTING & PUBLICATIONS 1(40
22 TRAVEL11,17,78 ! 00
23 CONFERENCES & MEETINGS 0 IZ, 15 00
24 SPECIFIC ASSIST. TO INDIV. 1 SL4 ID 00
25 MEMBERSHIP DUES
26 MISCELLANEOUS EXPENSES t 850 14 7V5 000
27 DEPRECIATION 115 187 134. 000
mi
Adn. y'{,07,5 30,000
28 TOTAL EXPENSES
(ADD 12 THRU 27) q I D $$'7 45,7911 q9$
6
AGENCY BUDGET - PAGE 2
29 EXCESS (DEFICIT) OF
REVENUE OVER EXPENSE
(11 MINUS 28) 40,000
33 953
30 BOARD RESTRICTED FUNDS I'l L L161 86L4
31 OTHER RESTRICTED FUNDS o, $ �,
32 LAND, BLDGS, EQUIP. 25�i 2.9'1 Z�oO� 000 (oy0 000
33 INVESTMENT SECURITIES
34 ENDOWMENTS/OTHER FUNDS
7
MEMBERSHIP/VOLUNTEERS/PERSONNEL
1. Does the organization have a membership? w0
A. If so, how many? N/A
B. Are there membership dues? How much?
Total dues received last year?
2. Does the organization have auxiliaries, guilds, or affiliated organizations whose activities
contribute to its program and/or support? N/A
NAME OF PURPOSE OF AMOUNT OF
ORGANIZATION ORGANIZATION SUPPORT
VOLUNTEERS
1. How many, if any, volunteers are used in the program? 15 annually
2. Describe how they are used: Activities , Client services and supports ,
maintenance , leasehold improvments , board membership
3. Please estimate the total number of volunteer manpower hours over the last twelve (12)
months: 500+
4. Is training available for volunteers? Yes
When? As needed
Time Required 2 - 6 hours depending on tasks
8
STAFF
1. How many employees are involved in the program?
Part Time 3 , Full Time 15
2. Please estimate the total number of manpower hours of paid employees in the year for which
funding is requested. 34, 320
9
BOARD OF DIRECTORS
AGENCY Luke-Dorf , Inc
NAME ADDRESS OFFICE HELD TERM EXPIRES
ON BOARD
Jon Meusch 15091 SW 79th Ave President 4/98
Tigard , OR 97224
Heather Freitag 4509 SW Vermont #206B VP Clinical Q 4/99
Portland , OR 97219
Bob Cooper 1101 NE Lija Loop VP Facilities 4/98
Portland , OR 97211
Jeff Estuesta 817 SW Hoodview Lane VP Finance 4/99
Lake Oswego , OR 97034
Bob Connell 4544 SW Suam Way VP Marketing 4/98
Tualatin , OR 97062
MEETINGS ARE HELD: Monthly
Is there a policy for rotation of Board members? yes
yes, please describe Term limits and elections
iAfin\socserv.doc
10
TIGARD SENIOR CENTER
AGENCY FUNDING
REQUEST APPLICATION
Fiscal year 1998-99
Tigard Senior Center
8815 SW O'Mara
Tigard OR 97223
620-4613
Karen Gardner
Center Director
February 7, 1997
CITY OF TIGARD, OREGON
13125 SW Hall Blvd.
Tigard, OR 97223
TIGARD SENIOR CENTER
TIGARD LOAVES & FISHES
8815 SW O'Mara
Tigard, OR 97223
1 . MISSION: Tigard Loaves & Fishes is organized to promote the health
and well-being of older adults in the Tigard area by providing and advocating
for nutrition and social services in a group setting and in the homes of older
adults.
2. PROGRAMS AND SERVICES:
The Center will serve about 11,000 meals to seniors at the Center and
about 26,500 home delivered meals. During the course of the year we will
provide information and referral services to more than 400 clients and our
kitchen will provide more than 5500 meals to the participants at the local
Adult Day Care Center, Lambert House West.
There are currently 12 routes of Meals on Wheels each weekday; we are
sending 125 meals out into the community. Most go to people 60 and over
who are frail or recovering from injury or surgery. A few are sent to people
under 60 whose meals are paid for by Medicaid. This year we are providing
a supplemental supper meal to about 15 recipients who are considered to
be at risk of malnutrition in addition to the regular hot dinner sent out to
everyone at noon. See attachment 1 (menu).
In addition to the senior nutrition program, the Center offers tax assistance,
Senior Health Insurance Benefits Assistance, blood pressure screening,
hearing testing and footcare. In partnership with the Washington County
Senior Law Project of the Oregon Legal Services Corporation legal
assistance is made available without charge. Our client services
coordinator provides counseling and assessment, information and referral to
seniors and their families. She may be able to link clients with low income
energy assistance, home repair, access modifications, conservatorship and
money management or home health services. See attachment 2 (services).
TIGARD SENIOR CENTER FUNDING REQUEST APPLICATION February 1998
Classes are provided at the Center in Spanish, writing, painting, and
watercolor. We have developed an extensive English as a second
language program that includes one on one tutoring, low level and
intermediate classes, and conversational practice "talk times." This program
involves 45 tutors and more than 65 students from 15 foreign countries from
every part of the world. Classes in Tai Chi, yoga, knitting, bridge, ceramics
and china painting are offered as well. In April PCC will offer a computer
course, bringing in laptop computers. With the loan of a computer from the
Federal government and the assistance of Crestview Center, the Center will
have an Internet access in February. See attachment 3 (Calendar)
Clubs that make their home at the Center include the Tigard Garden Club,
the Tigard Art Club, the Rose City Stitchers of the Embroiderers' Guilds of
America, the Tigard Knitting Guild, the West Side Stamp Club, the Portland
PC Users group and the Civilian Conservation Corps Alumnae. Northwest
Senior Theater holds board meetings and rehearsals here. The City of
Tigard has now begun to schedule C. I. T. Meetings at the Center.
We are particularly pleased with the new waist-high garden that has been
added to the site with the funding of a Community Block Grant and the
support of the City of Tigard. This has already begun to become a focal
point for activity and interest. See Attachment 3 (waist high garden)
Cross age activities include birthday celebrations that are put on each
month by a group of students who come from Tuality Middle School,
volunteer opportunities at the Center for students who come to deliver meals
on wheels with a mother or dad and school as well as groups of students
who come in on community service days. Our meals on wheels volunteers
include children and young working people on lunch breaks as well as active
retired individuals and ESL programs are also cross age because they
involve people of many ages. Most of our tutors are seniors, but not all and
most of our students are young adults, but not all. Portland Community
College classes are open to all ages and the Spanish class, yoga classes,
Tai`Chi cfaigses, and art classes in particular see a range of ages from
teenagers fhfough seniors. We have had an inquiry from the High School
about involving students in wheel chairs at the waist high garden site.
TIGARD SENIOR CENTER FUNDING REQUEST APPLICATION February 1998
Celebration dinners include Thanksgiving, Christmas, Volunteer
Appreciation and now our Red White and Blue Annual Dinner in February to
celebrate our patriotic heritage.
3. PROGRAMS AND SERVICES TO BE OFFERED NEXT YEAR:
Current programs and increasing computer use opportunities.
4. CLIENT CHARACTERISTICS for 1997-98
FUNDRAISING
1 . Geographic Area covered in fundraising activities.
Donors to the program include individuals and businesses in the
Tigard, King City, Metzger and Progress area.
2. Fundraising is done by Steering Committee members with staff support.
In addition funds are received through Center projects and through
memorial gifts. This year a benefit breakfast was hosted by Pacific
Point Retirement Inn with all of the proceeds going to the Center.
Several gifts to the endowment fund were received as well.
3. Sources of funds collected during the last fiscal year:
See attachment 4 (annual statement for 96-97)
FINANCIAL INFORMATION
1 . Our fiscal year is July 1 to June 30
2. Expenditures are authorized by the Center Director
and approved if over $100 by the Steering committee
3. The amount requested from the City of Tigard this year : $20,000
4. No funds are currently being solicited from other local governments.
5. Financial records of Loaves & Fishes Centers, Inc. are audited annually
by Hoffman, Stewart and Schmidt.
TIGARD SENIOR CENTER FUNDING REQUEST APPLICATION February 1998
6. The City of Tigard supplied $16,000 for operations in FY 97-98 received in
January 22, 1998.
7. Matching funds are not required.
8. We have contracts with Washington County Department of Aging
Services which provide some funding for congregate meals, meals on
wheels, and counseling and referral, all under federal funding from Title 19
Older American Act.
9. Endowment fund for Tigard Loaves & Fishes now stands at $224,000.
10. In FY 1996-97 the endowment fund generated $8310 in interest that was
used for operating expenses.
PROPERTY INFORMATION
The Tigard Senior Center is owned by the City of Tigard which provides
maintenance, cleaning service, landscaping and utilities (except phone).
MEMBERSHIP / VOLUNTEERS / PERSONNEL-..
1 . The organization does not have a membership nor are there any dues.
2.The organization is supported by the Tetrapolitan Golden K Kiwanis, the
King City Lions, the Tigard Grange, the Tigard Rotary, the Kruse Way
Rotary, American Legion Auxiliary, the Rebekahs, and many area churches
with donations of work and, in some cases, funds.
VOLUNTEERS
1 . There were 581 volunteers involved in programs at the Center as of June
30, 1997.
2. These volunteers deliver Meals on Wheels, serve meals at the Center,
teach classes and English as a Second Language, answer phones and work
in the gift shop, prepare and send the Newsletter and serve on the Steering
Committee. They work in the kitchen and the garden, provide clerical
support, decorate the Center and raise funds. They meet with students from
TIGARD SENIOR CENTER FUNDING REQUEST APPLICATION February 1998
our local schools, visit the homebound, provide peer counseling and monitor
the use of the resources of the Center.
3. Volunteer hours reported in FY 96-97: 15,276 hours. Training for
volunteers is usually "on the job". The English as a Second Language tutors
attend Portland Community College workshops and semi annual training
meetings here at the Center.
STAFF 1 . The current paid staff includes
FTE
Karen Gardner Center Director 1 .0
Peggi Federspiel Client Services Coordinator .5
Derene Meurisse Program Coordinator .90
Lydia Douglas + Pat Oberg Caterpersons (job share) .75
Wanda Smith Center staff assistant .35
3.5 FTE
2. There are about 7700 manpower hours of paid employees in the year
for which funding is requested counting paid substitutes for vacation time.
MEMORIAL CONTRIBUTIONS - t �� ;;..,_ TIGARD LOAVES & FISHES
FROM IN MEMORY OF TIGARD SENIOR CENTER
- -
t� Millard Anderson Edward H. Stevensoni'_I�JIII.
Gladys Walker Fleta Cummings NEWSLETTER j� David Wolf Edward H. Stevenson y - - -ServingR:
Tigard, Kin Cit Metzger and Progress X620-4613�*A ril 1998
•A� � 9 9 y 9 9 P
s. Thank you to. Sad to say Farewell
Tigard Senior Center Staff It is with great sadness that we say farewell
Center Director to Peggi Federspiel as she leaves our staff af-
Karen Gardner ter twelve years. s'
Program Coordinator �.
Derene Meurisse She has provided experience and assessment,
Client Service counseling, information, and referral to seniors
Kimberly Thomas and their adult children and visiting Meals on
1 Kitchen Managers Wheels recipients in their homes. She has come
1 Lydia Douglas to know many families in our area as she pro-
Pat-� Staff Assistant vided a compassionate ear and connected
Wanda Smith people with needed services. She leaves us to
become full time center director in Sherwood where she will be
_ -- responsible for meal planning, facility use, fund-raising and all
Steering Committee the activities and classes that are scheduled there. We will miss
Chair
Jane Herron her and wish her well.
--- Vice Chair Welcome to Kimberly Thomas who comes to our Loaves
John Volpe and Fishes staff to follow Peggi as our new
City of Tigard client services coordinator. Kimberly is a
Tigard Loaves & Fishes Liz Newton graduate of Tigard High and Western Oregon
Centers Council Rep
John Volpe State. She lives in Tigard and will be serving
Tigard Senior Center Treasurer clients in Tualatin and Sherwood as well. Kim-
Jack Mason berly has worked with seniors and counts
Tigard Treasures among her talents American Sign Language.
Liz olds Welcome aboard Kimberly!
Esteemed Members
John Allen SOCIAL SECURITY CHECKS
Hal Carlson Did you know that your Social Security check can be deposited
Bill Gerkin directly from the Social Security office? There are several very
Frank Johnson important reasons for direct deposit.
NONPROFIT ORGANIZATION Cindy Jenkins
4UL US POSTAGE Harriet Kallstrom 1 . You will never have to wait in line to deposit your check
PAID Jana Kolsbum again.
-- PORTLAND OR Juanita Naylor 2. You will save the price of a stamp if you bank by mail.
TIGARD SENIOR CENTER PERMIT 1087 Donna Piatkin 3. Your checks arrive on time.
LOAVES & FISHES INC., Corry Stolk
Bill Taylor 4. Your checks can't be stolen.
8815 S.W. O'MARA y 5. Your checks can't be lost.
TIGARD, OR 97223 Marjorie Whitaker
Newsletter Editor It is easy to sign up for Direct Deposit of your. Social Security
Helen Mason payment. Just call Social Security's toll-free number: 1-800-
AND ALL OUR 772-1213
VOLUNTEERS 7AM-713M. Have all your bank information on hand to give them
when requested. The best days to call are Wednesday through
Friday, early in the morning or late in the afternoon.
Say "Scram" to Scams, etc. Tualatin/Durham Senior Trips TIGARD SENIOR CENTER
Many seniors are a target for scams. Friday April 24
Recent concerns include: Chinook Winds, leaves Tualatin Senior ACTIVITIES CALENDAR
• home repairs or cleanup where you center @ 9:00 am returns @ 4:00 pm. Cost
are asked for money before the work is $5.00 per person, includes $3.00 coupon
is done. towards lunch. APRIL 1 998
• Check a contractor out with friends, Tuesday May 19 & /Wednesday, May20- MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
previous customers or by calling The Lincoln City overnighter: Cost $72.00 1 9:30-PAINTING 2 9-SENIOR EXERCISE 3 9-WOOD CARVING
Better Business Bureau at 1 -800 488- (double room occupancy) Tour includes: COMING ATTRACTIONS 10-LIFE STORY CLASS 10-KNITTING 10-PINOCHLE
4166 Transportation one night lodging at Seahorse 10-ESL TALKTIME 10:30-QUILTING 10:30 YOGA
April 9 & 16-1 :30-Introduction to EDDIE LIM-PIANO 10:30-LITERATURE EUGENE CECCHINI
• hon water testing Motel (ocean front rooms) , dinner at Mos 12:45 PINOCHLE
phony g computers TIGARD GARDEN CLUB DISCUSSION
• phone calls asking for contributions $3.00 coupon toward lunch at Chinook April 20 &21-1to5-55 Alive 1:30 -WATERCOLOR 1-SPANISH II 1-CERAMICS
to the Red Cross. Red Cross does not Winds. Enjoy a walk on the beach, visit Chi- ELLA & JACK
nook Winds shop at the Lincoln City Discount April 10-50+Fitness walk at Tigard 4-ESL CONVERSATION
make phone calls asking for contribu April 17-50+Fitness walk at Sherwood 7-ENGLISH CLASS 4-ESL CLASS
tions. Mall. April 24-50+Fitness walk at McMinnville
If one or both of these interest you call or ST.JAMES EPISCOPAL TIGARD METHODIST GOLDEN K.KIWANIS
• there has been a rash of purse
snatching in the southwest area. visit Tualatin/Durham Senior Center for in- 6 9-YOGA 7 9-TAX ASSIST 8 9:30-PAINTING 9 9-SENIOR EXERCISE 1 0 HEARING AID HELP
DO NOT leave your purse or wallet formation 692-6767. 10-BASIC DRAWING 9-SENIOR EXERCISE 10-LIFE STORY CLASS 10-KNITTING 9-WOOD CARVING
10:30-YOGA 9-TIGARD ART CLUB 10-BLOOD PRESSURE 10:30-QUILTING 9-PINOCHLE
unattended In your Shopping basket. 1-WESTSIDE STAMP CLUB ESL CLASS 10-ESL TALKTIME 1-SPANISH II 10:30-YOGA
THE WAY IT IS EDDIE LIM-PIANO 10-BRIDGE-HEART EDDIE LIM-PIANO DAISY BENNETT
Use a shoulder bag, put your wallet Everything is fartheraway now than it used to 1-SPANISH SERIES 1:30 -WATERCOLOR 1:30-COMPUTER INTRO EUGENE CECCHINI
in your pocket or wear a fanny pack. y g y 12:45 PINOCHLE
be.lt is twice as far to the corner, and they 2-TUTORING 12-ELLA&JACK 7-ENGLISH CLASS 4-ESL CONVERSATION
OHSU Research have added a hill I've noticed. 7-ENGLISH CLASS 1-CCC ALUMNI 7:30-PC USERS 4-ESL CLASS 1-CERAMICS
1-ENGLISH CLASS
The Hypertension Research Clinic at OHSU is I've given up running for the bus; It leaves 3-TAI CHI
looking for generally healthy persons be- faster than it used to. 5-CEPAH
tween 22 and 70 to participate in a diatary It seems to me they are making steps steeper ST. ANTHONY'S WILLING WORKERS CALVIN PRESBYTERIAN CHURCH OF GOD TIGARD CHRISTIAN
research study. To qualify you must have than in the olden days, and have you noticed 13 9-YOGA 14 9-TAX ASSIST 15 9:30-PAINTING 16 9-SENIOR EXERCISE 17
high blood pressure and be taking the smaller print they are using in the news- BASIC DRAWING 9-SENIOR EXERCISE9- 10-LIFE STORY CLASS 10-KNITTING 9-WOOD CARVING
antihypertensive medication. Participants re- papers? 10:30- YOGA TIGARD ART CLUB 10-ESL TALKTIME 10:30-QUILTING 10:30-YOGA
yp p 10:30-YOGA
ceive physical exams, blood tests and nutri- There is no sense in asking anyone to read EDDIE LIM-PIANO 10-ENGLISH CLASS 1:30 WATERCOLOR 10:30-LITERATURE DISC. EUGENE CECCHINI
aloud; ever speaks in such a low voice 1-SPANISH 10-BRIDGE HEART EDDIE LIM-PIANO 1-SPANISH II 12:45 PINOCHLE
ones
tional councelingand receive $220 compen- Y P 2-TUTORING SERIES ELLA & JACK 1-CERAMICS
sation for time and travel. Call Peggy Cook at they can hardly be heard. 6:30 ROSE CITY 10-LOAVES & FISHES 7-BOOK DISCUSSION 1:30-COMPUTER INTRO
494-5179 for more information. The material in clothing is getting so skimpy, STITCHERS 1-ENGLISH CLASS 7-ENGLISH CLASS 4-ESL CLASS
especially around the waist and hips. 7-ENGLISH CLASS STEERING COMMMITTEE 4-ESL CONVERSATION
Tigard Quilters is a hopelessly nonprofit p Y p 3-TAI CHI
organEven people are changing, they are so much ANGELETTES TIGARD GRANGE HIGHLANDS
HALL BLVD. BAPTIST TIGARD METHODIST
Sento Center
o qui h T who meet at the Tigard younger than they used to be when I was their 9-YOGA 21 9-SENIOR EXERCISE 22 9:30 -PAINTING 23 9-SENIOR EXERCISE 249-WOOD CARVING
Senior Center each Thursday from 10:30 to age. On the other hand, people m own age 210-BASIC DRAWING 9-TIGARD ART CLUB
2:30 m. g p Y g 10-LIFE STORY CLASS 10-KNITTING 9-PINOCHLE
p are so much older than I am. 10:30- YOGA 10-BRIDGE 10-ESL TALKTIME 10:30-QUILTING 10:30-YOGA
Quilts are basted for others for a flat fee of I got to thinking about the poor things when EDDIE LIM-PIANO 10-ENGLISH CLASS 1:30 WATERCOLOR DAISY BENNETT EUGENE CECCHINI
1-ENGLISH CLASS I
1-SPANSH
$25 ($30 for king-size), and hand quilt fora I was combing my hair this morningand while 1EDDIE LIM-PIANO 1-SPANISH II 12:45-PINOCHLE
, -55AISH 3-TAI CHI
fee of 50 cents per hour per quilter. The fin- 2-TUTORING 4-ESL CLASS 1-CERAMICS
fished quilt usual) runs $125 u dependingI was doing that I happened to glance at my 2-TUTORING 1-55 ALIVE 4-ESL CONVERSATION
q y p' reflection, and you know what? 7-ENGLISH CLASS 7-KNITTING LEGAL ASSISTANCE
on the size and amount of quilting. Custom- They don't make good mirrors anymore! GUILD (BY APPOINTMENT)
ers must furnish their own top, back, batt and anonymous
thread. Tigard Senior Center Volunteer WOODSPRINGS METTZGER METHODIST CALVIN PRESBYTERIAN METZGER METHODIST RETIRED TEACHERS
Money received for the quilting is donated to 0 ortunites 27 9-YOGA 28 9-TIGARD ART CLUB 2 9 9:30 -PAINTING 3 0 10-KNITTING
pp 10-BASIC DRAWING 10-BRIDGE-HEART 10-LIFE STORY 10:30-QUILTING
the Tigard Library and the Tigard Senior Cen- . Gift Shop attendant 10:30- YOGA SERIES 10-ESL TALKTIME 1-SPANISH II
ter. • Receptionist substitute EDDIE LIM-PIANO 10-ENGLISH CALSS BIRTHDAY LUNCH 4-ESL CONVERSATION
Any new quitters who are interested are wel- . Kitchen Assistants 1-SPANISH 1-ENGLISH CLASS 1:30 WATERCOLOR 4-ESL CLASS
come to join the group. Please call Christa • 2-TUTORING 3-TAI CHI EDDIE LIM-PIANO
1 g p Doctors appointment drivers 7-ENGLISH CLASS 7-ALZHEIMERS 7-ENGLISH CLASS
Topf at 620-2999 or Irene Chipps at 360 • Friendly visitors for those housebound SUPPORT
I
883-311 2or leave a message at the desk of • Tutors for English as second language(ESL) I _
the Senior Center. Call 620-4613 if you can help. CHRIST THE KING ST. ANTHONY'S ESL TALKTIME CATHOLIC DAUGHTERS