HomeMy WebLinkAboutN.B. 03 NON-PROF ORG 06-15-92NEW BUSINESS N0. 3
15-92
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Inter -Com
ATE: JUNE 1, 1992
TO: WILLIAM A. HUSTON, CITY MANAGER
FROM: NON-PROFIT ASSISTANCE TASK FORCE
SUBJECT: NON-PROFIT ORGANIZATION FUNDING RECOMMENDATION
SUMMARY:
A concise chart outlining all applications received and Task Force recommendations is
provided in Attachment "B."
RECOM MNDATIONS:
1. That the City Council approve, as recommended by the Non -Profit Assistance Task
Force, the funding levels listed below for 1992 financial assistance to Tustin area non-profit
groups:
Assistance League of Tustin
$ 2,500
Boys and Girls Club
$ 69850
Central Orange County YWCA
$ 11000
C.O.P.E.S.
$ 2,000
Foothill High School
$ 1,000
Laurel House
$ 5,000
Orange County Council on Aging
$ 29000
The Sheepfold
$ 3,000
The Villa Center
$ 2,500
Tustin Area Historical Society
$ 750
Tustin Public Schools Foundation
$ 19000
Bartlett/Meals on Wheels
$2,500
TOTAL $30,100
2. That the City Council consider the Feedback Foundation request through the 1992/92
budget process. The Task Force felt that this service to senior citizens is extremely
important and should be processed with a contract and specific performance criteria for the
Feedback Foundation, to ensure that older adults receive the services for which the City
contracts.
3. Based on the Council -approved guidelines, the Non -Profit Task Force recommended
Non -Profit Organization Funding
to defer to the Council the issue of funding for the five youth athletic organizations; the
dollars allocated were insufficient to fund the athletic groups, given other needs in other
applications. The Task Force recognized the importance of these activities; however, the
group also understands that: a) the youth leagues have the ability to utilize other funding
mechanisms, and b) the five organizations requesting funding represent only a small fraction
of all the sports groups in the area. The Task Force suggested that the precedent in this
matter should be voiced directly from the City Council.
4. That the City Council ratify the recommendation that all monies awarded to The
Sheepfold be used for direct services to clients and not debt reduction as indicated in the
application.
5. Regarding the request from the Orange County Black Historical Commission, no
application has thusfar been received for a parade; however, when an application for the
Black History Parade permit comes before the Council, that the Council consider waiving
the fees and providing in-kind services.
BACKGROUND:
In years past, the City Council has given small grants to Tustin area non-profit organizations
on a competitive basis, with the assistance of a citizens task force. For two years, the
program's funding has been tenuous due to the City's fiscal limitations. However, after the
midyear budget review, on March 16, 1992, the City Council budgeted $34,000 financial
support to Tustin area non-profit organizations and adopted the procedures regarding
financial support for community non-profit organizations as outlined in Attachment "A."
Included in the $34,000 allocation was a motion to immediately assist two community
organizations. Tustin High School was approved to receive $2,500 for "Grad Nite" activities
and $1,400 was given to the Miss Tustin Scholarship Pageant. The remaining $30,100 was
transferred to the Non -Profit Assistance Program.
A Non -Profit Assistance Task Force was appointed and included Tustin residents Isabelle
McClements, Bill Stracker, Don Lejeune, Gwen Ferguson, and Sandra Van Dorn. Staff
feels the Non -Profit Assistance Task Force has done an excellent job. They are a dedicated
group of community volunteers; each individual member reviewed a thick package of
application materials and dedicated several hours to the review process before the Task Force
meeting. These conscientious people have been officially thanked by letter.
The Non -Profit Assistance Task Force reviewed twenty-one applications requesting a total
of $157,982. This total represents more than twice the amount petitioned in previous years.
Attachment "B" provides a summary of all organizations requesting funds.
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Non -Profit Organization Funding
The Task Force reviewed all the applications, discussed each one's merit, and has made
recommendations based on the criteria which the City Council has approved. From all the
criteria, the following were chosen as the most important:
1. Number of Tustin residents served.
2. The direct services provided to the customer/resident by the program. The Task
Force tended to fund those agencies where other sources of income (client fees,
registration, et cetera) were sparse. The Task Force wanted to give the money where
it would make a real difference.
As an informational note, the Council should be aware that the Parks and Recreation
Commission and Community Services staff are exploring the possibility of a "Non -Profit
Expo" to provide additional exposure for Tustin area non-profit groups. Staff is anticipating
that the Chamber of Commerce will co -venture this idea. The Commission felt this would
be an ideal way for organizations to recruit new members, to enlist volunteers, and to simply
inform the community of the many worthwhile services these groups provide each year.
CONCLUSION:
As Council is aware, it has been a difficult year financially for many individuals, businesses
and groups. The City's own budget is extremely lean, resulting in a hiring freeze, deferred
programs, and other consequences. At this time, staff is unable to predict precisely how the
State of California will attempt to balance its budget; however, it is probable that it will be
at the expense of cities. Still, the Council has made an effort to provide limited grant
funding to area non-profit groups; and even though the amount is not sufficient to meet all
the needs, the Task Force feels that the recommendations above are optimal --given the City's
financial status, the program criteria, and the focused review process.
For the Non -Profit Assistance Task Force:
Ro A. White, Director
Community and Administrative Services
reCarter,
trative Assistant
Attachment "A": Council Policy and Criteria for Community Non -Profit Assistance.
Attachment "B" : 1992 Summary of Non -Profit Assistance Allocations
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ATTACHMENT "A"
FINANCIAL SUPPORT FOR COMMUNITY NON-PROFIT ORGANIZATIONS
POLICY: It is the policy of the City of Tustin to allocate funds
when available, once each year, to community non-profit
organizations on a priority basis, provided they meet the following
requirements and guidelines.
PURPOSE: The purpose of these guidelines is to define the priority
methods and procedures for the disbursement of available city of
Tustin funds to community-based, non-profit organizations that
actively enhance the quality of life for Tustin residents.
PROCEDURE:
A. GENERAL MANDATORY GUIDELINES FOR ORGANIZATIONS: Each
organization must submit and complete the appropriate application
and supply the City of Tustin with the required documentation. In
addition they must:
1. Be a non-profit community organization committed to
enhancing the quality of life for Tustin residents.
2. Serve Tustin. residents, and provide documentation of such
service.
3. Be registered with the State of California as a non-
profit community organization, or for new organizations,
be registered at the time the funds are allocated.
4. Have a Board of Directors, whose meetings are open to the
public.
5. Provide the City of Tustin with a copy of current
constitution/bylaws and policy and procedures.
6. Demonstrate ability to generate financial and human
resources from other sources.
7." Not discriminate in employment or in clients served
because of race, religion, sex, or national origin.
8. Be accountable for revenue and expenditures through
standard book-keeping procedures. An annual audit at
the agency's expense may be required, with the
results available to the City of Tustin upon request.
- B: CATEGORICAL GUIDELINES: The Citizens Non -Profit Task Force
will develop the recommendations for funding within the following
categorical guidelines. These guidelines are not in order of
priority.
1. Crisis Intervention and/or Center: provides support to
residential referral or other care facilities which are
staffed with professionals or para -professionals for the
purpose of dealing with crisis situations. Specifically,
crises homes provide individuals needing immediate
assistance or counseling to solve urgent problems, or for
individuals requiring protective services that
temporarily provide a shelter away from the family
environment.
2. Youth Services: Provides services to youth in such areas
as counseling, emergency referrals, outreach,
rehabilitation, and transportation.
3. Senior Citizens: Provides support to the elderly by
assisting them to participate in programs of meals,
transportation, in-home.supportive services, and the
like.
4. Physically handicapped/mentally disabled: Provide
support to disabled persons by assisting them to gain
access to programs and services vital to their well-
being.
5. Children's Day Care: Provides support to child care
programs.
6. Health and safety: Provides support for programs
providing social development and informal education
programs for children and youth.
7. Youth Serving Agencies: Provides support for programs
providing social development and informal education
programs for children and youth.
8. Performing and Fine Arts: Provides support for music,
theater, fine and visual arts; and those groups which
offer programs of instruction, appreciation and exhibits
to the public.
9. Youth Athletic Organizations: Provides support to
organizations providing opportunity for participation in
organized athletics for children and youth.
10. Other Services: Provides support for those services
needed in the community which may not be described
adequately within the context of the preceding
def initions .
- C. ADDITIONAL FUNDING CRITERIA: To assist the Citizen Task Force
with determining agency funding, following program criteria is
identified:
1. Funding levels will be the Citizen's Task Force
recommendation to the Tustin City Council; this
allocation may not correlate with amount requested by
non-profit agency.
2. Funding will be allocated only to those organizations who
can clearly show service to Tustin residents.
3. Funding granted in one year does not assure the applicant
of any future funding.
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