HomeMy WebLinkAbout23-Development Services
o CITY OF SAN BERNARDINO - REQUEST FOR COUN'CIL ACTION
Date: July 8, 2008
Subject: North Hills Assembly of God
Church Deferral of California
Environmental Quality Act fire mitigation
fee.
From: Valerie C. Ross, Director
Dept: Development Services
MCC Date: July 21. 2008
Synopsis of Previous Council Action:
05/07/08.
OS/21/08.
Ways and Means Committee considered and continued two weeks.
Ways and Means Committee recommended that the Mayor and Common Council
defer the CEQA fire mitigation fee.
Recommended Motion:
That the Mayor and Common Council defer the collection of the Verdemont fire station CEQA
mitigation fee until 18 months from issuance of building permits and direct staff to include the
appropriate language in the Funding and Mitigation Agreement.
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Valerie C. Ross
Contact person: Valerie C. Ross
Phone:
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Supporting data attached: StaffReporl
Ward:
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FUNDING REQUIREMENTS: Amount: N/A
Source: (Acct. Nos.)
Acct. Description:
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Finance:
Council Notes:
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Agenda Item No. ~3
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CITY OF SAN BERNARDINO REOUEST FOR COUNCIL ACTION
STAFF REPORT
Subject:
North Hills Assembly of God Church - Deferral of California Environmental Quality Act fire
mitigation fee.
Background:
The North Hills Assembly of God Church received approval of a conditional use pennit to
develop a church campus on the south side of Belmont A venue, east of palm Avenue in the
Verdemont area. Terry Henderson, pastor of the church, requested that the City Waive the
California Environmental Quality Act fire mitigation fee. That fee is currently $249,679
($48,015 X 5.2 acres) or $13,764 per year, if the applicant annexes into the CFD ($2,647 X 5.2
acres) and is adjusted annually on July I st.
The Ways and Means Committee considered the request at their meeting of May 7, 2008 and
continued to May 21, 2008. At that time, the Committee recommended that the Verdemont fire
station CEQA mitigation fee be deferred for 18 months from issuance of building- permits.
Development impacts from non-residential uses typically occur when a facility or building is
completed and occupied.
Financial Impact:
None. The North Hills Assembly of God Church will pay the Verdemont fire station CEQA
mitigation fee in effect when building pennits are issued. Since the church campus will be built in
phase, the mitigation fee will be collected in phases based on the acreage per phase.
Recommendation:
That the Mayor and Common Council defer the collection of the Verdemont fire station CEQA
mitigation fee until 18 months from issuance of building permits and direct staff to include the
appropriate language in the Funding and Mitigation Agreement.
Attachments: 1
2
May 7, 2008 Ways and Means Committee Memorandum
May 21, 2008 Ways and Means Committee Memorandum
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CITY OF SAN BERNARDINO
Development Services Department
Interoffice Memorandum
TO: Ways and Means Committee
FROM: Valerie C. Ross, Director
SUBJECT: North Hills Assembly of God Church - Request for Fee Waivers/Refunds
DATE: May 1,2008
COPIES: Fred Wilson, City Manager
Terry Henderson, pastor of the North Hills Church is requesting that the Verdemont tire station
California Environmental Quality Act mitigation fee be waived in conjunction with development
of a proposed new church campus located on the south side of Belmont Avenue, east of Palm
Avenue. Pastor Henderson is proposing to build a 2-story, 13,694 square foot sanctuary, a 1-
story, 6,768 square foot fellowship hall, a I-story 6,816 square foot education building, a I-story,
4,711 square foot office building, and a 1,500 square foot storage building on 5.2 acres to replace
the current church located 9th Street and Sierra Way.
In his request letter, Pastor Henderson provides reasons why he believes the church should not be
subject to the Verdemont Fire Station CEQA mitigation fee. (See Attachment A.) The fee is
$244,7797 ($47,073 X 5.2 acres) or $13,489 per year ($2,594 per year X 5.2 acres). This is the
current rate for commercial uses, .which includes churches, as was the intent when the
Verdemont Community Facilities District was established. The church campus is proposed to be
developed in four phases. The mitigation fee would be assessed based on the acreage to be
developed by phase.
While Chapter 3.13 of the Municipal Code does give the Mayor and Common Council the ability
to waive or refund certain fees related to permits, staff is not aware of the Mayor and Common
Council ever waiving or refunding a CEQA mitigation fee or any other fee not specifically
related to a permit, license, or certificate as outlined in Section 3.13.010.
Staff does not support waiving the Verdemont fire station CEQA mitigation fee. The City will
still be required to provide ongoing fire and medical aid services to the church.
Note: these are the 2007/2008 FY fees and will increase 2% after 7/1/2008.
Attachment A - Letter from North Hills Assembly of God Church
Attachment "1"
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northhills
Attachment A
-an Assemblies of God church-
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Fred Wilson, City Manager
City of San Bernardino
300 North D
San Bernardino, CA 92401
CITY OF SAN BERNARDINO
DEvaOPM~T SERVICES
DEPARTMENT
April 24, 2008
HISTORY AND BACKGROUND
In 1923, First Assembly of God was set in order as a churcl1 in San Bernardino. This year
marks 8S years of continuous ministry to tbis city. The church built its first pennanent building at the
comer ofwhat was then 4* and "A" street (Now "Sierra Way'. In 195 I, a new larger campus was
constructed just a few blocks north at the comer of9* and Sierra Way.
Recognizing the changing needs of its immediate neighborhood, in 2005, First Assembly invited
a team of inner-city specialist c:hurch planters to begin a new church designed to meet those changing
needs. That churd1 plant, Celebration City Church, along with its partncring non-profit corporation,
Project Life Impact, has become one of the primary cooperative partners of Project Phoenix. The
existing congregation of First Assembly then began the work of relocating to northern San Bernardino.
Along with the move, came a change in church name from First Assembly to North Hills. In 2007
5.22 acres were purchased near the comer of Palm Avenue and Belmont at 2935 W. Belmont on
which the new church campus will be buill
AJ a part of the Conditional Use Application process, North Hills completed a CEQA initial
study. As one of the mitigating requirements, North Hills is being asked to pay a Verdcmont Fircstation
Abatement fee. While the city has not yet determined the amount of that fee, it could be fromjust
over S5,ooo a year to over S 13,000 a year for 28 years (or a lump sum payment of around S I 00,000
to $250,000).
REQUEST
Since 1962, the City of San Bernardino has recognized in its own ordinance 3.13 the distinctive
and beneficial nature of charitable organizations to the city. It has provided the opportunity for
organizations like our church to request a waiver for fees ''for a pennit, license or certificate for a
863 N. Mountain View Ave.. San Bernardino. CA 92401
909.884.6489 (phone) - 909.888.9896 (fax) - www.northhillsonline.org
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building or structure." Because the city will not issue a building permit until the Verdemont Fire Station
Abatement fee requirement has been met, this request certainly fits both the spirit and letter of this
ordinance.
We are reauestinll that the Citv of San Bernardino waive the CEOA conditional use permit
reauirement to Dav the Verdemont Fire Station Abatement Fee for the following reasons.
I) The fee is onerous. Unlike a developer who can pass the additional cost on to a home buyer or a
commercial enterprise which can raise its prices to recover the cost of doing business in the Verdemont
area, for any charitable organization, including ours, there is no additional source of revenue that can
help us recover this expense. The size of this fee makes it very diff!cult to build any charitable
organization in the Verdemont area. It will make it difficult for us to serve this community by building a
church facility.
2) This fee is unwise for the city. It will necessarily hinder our ability to meet the needs of the community
we serve and the city we seek to enrich. In a very real way, it robs Peter to pay Paul. These funds
would be invested in ministry and service in San Bernardino. No Qne, including us, knows to what
extent it will affect our future plans. We have been seriously trying to lay the ground work for things
like community concerts, a commuility garden, cooperative use of the new facility for matriculation
exercises or concerts for local elementary schools, commuility health fairs, a pre-school and day care,
after school enrichment programs. These are all in addition to our existing faith based scouting
programs for girls and boys, the opportunities we offer to teenage students to do commuility service
work locally and outside the United States, our Marriage Encounter marriage enrichment and food
bank programs. We share many of the same goals for our city, strong families, low crime, close
commuility connection, thriving childrea, etc., with our city council. We are here long-term to make our
city better. We can do so proactivelyand effectively.
3) In spirit, iCnot in the letter of the law, this fee violates the principle that we do not tax churches.
The California State Constitution, Article XXIII, section 4 reads:
"SEC. 4. The Legislature may exempt from property taxation in whole or in part:
(b) Property used exclusively for religious, hospital, or charitable purposes and owned
or held in trust by corporations or other entities (I) that are organized and operating for
those purposes, (2) that are nonprofit, and (3) no part of whose net earnings inures to
the benefit of any private shareholder or individual."
,In keeping with this, Section 207 of the California Revenue and Taxation Code says
"207. Property used exclusively for religious purposes shall be exempt from taxation.
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Property owned and operated by a church and used for religious worship, preschool
purposes, nursery school purposes, kindergarten purposes, school purposes of less than
collegiate grade, or for purposes of both schools of collegiate grade and schools less
than collegiate grade but excluding property used solely for purposes of schools of
collegiate grade, shall be deemed to be used exclusively for religious purposes under this
section.
The exemption provided by this section is granted pursuant to the authority in subdivision
(b) of Section 4 of Article XIII of the California Constitution, and shall be known as the
"religious exemption."
This section shall be effective for the 1977-78 fiscal year and fiscal years thereafter."
We realize that this exemption is from taxes and not from fees. We have paid any number of
other fees associated with the process of obtaining a Conditional Use Permit without complaint or
objection. The Verdemont Firestation Abatement Fee, while a fee in name, as we understand it, is
really a tax in function. [t is being used to fund the "continued operation and maintenance of the
. . Verdemont Fire Station." (Exhibit B, "RATE A METHOD OF APPORTIONMENT OF SPECIAL
TAX COMMUNITY FACILITIES DISTRICT NO. 1033 CITY OF SAN BERNARDINO") It is
our understanding that rather than raise taxes across the city to fund the new fire station, this fee was
instituted. From its inception, while called a fee, it is functionally a tax in that it supplies revenue to
provide basic city services.
In the city code, Exhibit B itself, is the statement "All Taxab[e Property within CFD No. 1033,
unless exempted by law, or the provisions of Section E, below, shall be subject to the applicable
Special Tax...." Clearly the condition "unless exempted by law" modifies the description "All Taxable
Property." It seems clear that under section 207 of the California Revenue and Taxation Code, our
church property will be one of those properties exempted by law. It is not a taxable property. The
plain reading of the code seems 10 exclude church properties from this fee.
CONCLUSIONS
As a church, we recognize that we receive the benefits of the Verdemont Fire Station. We
believe it 10 be consistent with our church values, one of which is ''Outward Focus," that we help fund
and support community needs such as a local Fire Station. We like 10 say that our church exists for the
benefit of our non-members. Were this requirement not so large and had it not come at a time when
we are trying to build a new church campus, the city might find us contributing to the cause, rather than
requesting this waiver. We also recognize that Chapter 3.13 has never before been used to request a
waiver of this size or type.
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We have a long and wonderful history in San BemSrdino'- We hope to continue that
relationship for many years to come, Pursuant to 3,13, please place this request to waive the
Verdemont Fire Station Abatement Fee on the City Council agenda.
Sincerely,
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Pastor
North Hills, An Assemblies of God Church
cc: Terri Rahhal, Principal Planner
Heruy Empeno, Senior Deputy City Attorney
Valerie Ross, Director Development Services
Chez A. Kelly, Council Member - Ward S
attached: Copy of Church SOl(c)(3) Non-profit Corporation Status
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o God
SERVING PEOPLE IN MINISTRY
c.;uV1l19/11
May 16, 2006
0IPRCIl>>1ItE
SECIIIl'_'_
LARRY CHAPMAN
To Whom It May Concern:
This letter is to certify that the following church is a part of the Southern California District
Council of the Assemblies of God, 17951 Cowan, Irvine, CA 92614, which is a 501(C)(3) Non-
profit Corporation.
North Hills An Assembly of God Church
863 N Mountain View Ave
San Bernardino, CA 92401-1021
Current Pastor: Rev. Terry Henderson
The group exemption number for the Southern California District, through the General Council
of the Assemblies of God, which is located in Springfield, Missouri, is 1678.
The above designated organization is currently exempt from State franchise and income tax
under Section 23701-d, of the Revenue and Taxation Code and is in good standing with this
office at !he present time.
If you have any questions please feel free to call our office.
~~~
Secretaryrrreasurer
JLC:jm
Assemblies of God
17951 COWAN, RIJ1NE.. CAlJFORN&A 91614 . t'M9t 252-1400 . Cl77J 472.3224 . 11X) 19491251-9615 . FAXCM9l252-M3S . SOVIIIIaN CAI.IfOIINL\ DIITIIC1' COIICIL
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U. S. TREASURY DEPARTMENT
INTERNAL REVENUE SERVICE
WASHINGTON 25. D. C.
)f11 G 3 1 1964
IMltO\.yftG"QI: YO
1':R:EO:5
JJF
General Council of t.he Assemblies
of God
l.4l.5 Soonville Avenue
Springfield, j.lissouri 65602
Gent.lemen:
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We have considered your request for a group ruling holdiJ1g
your subordinate units exempt from Federal incollle tax as organ-
izat.ions !lescribed in section 501(c}(J) of t.he Internal Revenue
Code of 1954.
,.
Our records. disclose that you were held exempt froll Federal
income tax under section 2Jl(6) of the Revenue Act of 1921 on
April 15, 1922. On Septel!lber 14, 1935 you were held exempt under
section 101(6) of the Revenue Act or 1934, which ruling was af-
1"irmed under the Revenue Act. of 1936 on April 27, 1938. On
September 20, 1955 the District Director held that. since sec-
tion 501(c)(3) of the .1954 Internal Revenue Code cont.ains the
S8IIle provisions as sedion 101(6) of the prior Revenue Acts,
previous rulings are held to be applicable under the 1954 Code.
Based upon the information presented, it is held that your
subordinate depart.mmts, district councils, churChes, institu-
tions, organizations, sehoo1s and colleges, whose n_es appear
in your D~rectory, 'revised to January 1, 1964, are exempt fl'Ol!l
Federal. inc~ tax as organbations described in section SOl
(c){J) of the Int.emal Reveuue Code of 1954 as U is lJbown that
they are organized and operat.ed exclusinlJ' for religious pur-
poses.
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fou and your subordinate units are not required to rile
i'edei'al income tax returns so long as a tax e.xemp~ status is
maintained .
It will not be necessary for you. and your subordinate units
to file the annual information return, Fora 99O-A, ~enerally re-
quired of organizations exempt under section 501(c)(3) of the
Code, as the specific exceptions contained in section 6O))(a) of
the Code are applicable.
RECEIVED
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5EP . 31964
GENERAl SfCRE1ARrs
OfFICE
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General Council of the Assemblies of God
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Cont.ribut.ions made t.o you and your subordinat.e unit.s are
deductible by t.he donors as provided by sect.ion 170 of t.he Code.
Bequest.s, legacies, devises, t.ransfers, or gift.s to or for the
use of you and your subordinate unit.s are deductible for Federal
est.at.e and gift tax purposes as provided by sections 2055, 2106
and 2522 of the Code.
You and your subordinate units are not. liable .for t.he taxes
imposed under t.he I'ederal Insurance Contributions Act. (social
security t.axes) unless waiver of exemption certificat.es are, or
have been, fUed as provided in that Act.. Inquiries about the
vai ver oJ: exeIDpt.ion cert.ificat.es shou1d be addressed tot.he
District Director concerned. Iou and ;your subordinate unit.s
are not liabie for the taxes imposed under t.he Federal Unemploy-
ment. Tax Act.. .
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For next year, and for each succeeding ;year thereafter,
please send us t.he following informat.ion not. later than forty-
five days aft.er t.he close of your annual accounting period:
L Lists showing t.he names and mai H ng .
addresses of your new subordinate unit.s and
the nllllles and addresses of 8!\Y wJi.ts which
have ceased to exist or have changed their
names or addresses. The names should be ar-
ranged in lUpbabetical or nUlllOrical order.
In lieu of the list.s referred to above you
IIIq furnish us 1dth a copy of your published
directory. Please send us one copy oC the
list or directory for this oUice and one
copy Cor each district in which your sub-
ordinate units are located.
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2. A statement signed by one of your prin-
cipal officers stating whether or not the
infomation upon which your originalgrO\lp
ruling vas based is applicable in all resp$Ct
to the new subordinate units.
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:}. . A statement if, at the .close oC the year,
there were no changes in your roster.
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General Council of the Assemblies of God
4. A statement of any- chaJ)ges in the character,
purposes or method of operation Of your organi-
zation or those of your subordinate writs.
5. Duplicate copies of amendments to charters
or bylaws of your organization or those of
;your subordinate units,
You should advise each of your exempt subordinate writs of
the exl!lllption and the pertinent provisions ot this ruling in-
cluding the liability, if ;my, ror ri],ing infonaation or other
ret.urns ..
The District Directors concerned are being adv:i.sed of this
action.
Verr tn1l.y yours,
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Branch
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Dep;utmenl a/!he Treasury
Internal Revenue Service
OGDt;ON, UT 84201
Page I of I
May.- 07, 2002 LTR 11&90 E
GENERAL COUNCIL OF THE ASSEMBLIES
OF GOD
1445 N BOONVILLE AVE
SPRINGFIELD. MO 65802-1894
GEN Number:
Nalle Of Organization:
1678
GENERAL COUNCIL OF THE ASSE"BLIES
OF GOD -
Mar. 31. 2002
SGRI
Tax Period Ending:
Form:
Dear Taxpayer:
Thank you far sending the annual supplellental information about your
subordinate organizations as required by Revenue Procedure 80-27 to
keep the tax exempt status for your group.
We have made the requested changes to your exemption roster.
further information is needed.
No
If yOU have any questions, please call "so Moss at (801)620-6348
between the hours of 7:00 a.m. and 2:00 p... "T or Hr. Cap at
_(801)620-7109 between the hours of 4:00 p.lI. to 12:00 a.m. "T.
If this number is outside your local calling area, there will be
a long-distance charge to you. If you prefer. you may write to
us at the address shown at top of the first page of this letter.
Whenever you write, please include this letter and, in the spaces
below, give us your telephone number with the hours we can reach yOU.
Also, you may want to keep a COpy of this letter for your records.
-Telephone Number (
)
Hours
Thank you for your cooperation.
Sincerely yours,
d~QkM
....
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Jolene Thomas
Dept. "anager, Code & Edit/Entity 3
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Revised to
September 30, 2003
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Cumu-Iative
List of
Organizations
described in Section 170(c) of the
Internal Revenue Code of 1986
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QATE OF CAUFORNIA
FRANCHISE TAX BOARD
p, O. BOX 1St
SACRAIAENTO. CA 9Slt2.QI51
'abxuaxy 21. 1991
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THE GEKE1AL COUKCIL
GOD
2525 KEWP01T BLVD
STA MESA CA 92627
(!of~
In xaply xefex to
311111G IIC '
or THE ASSEMBLIES or
Puxposa ·
Code Saction I
Foxm of' Oxganiz8tion I
Accounti"g Pej;iod I"ding'
OX9anization Kuahex I
IllioIGIOUS
23101d
coxporation
Kaxch 31
, 0,12211117
You are exeapt fxoa state franchise or inooae tax unaex the sectio" of
the Ilevenue and Taxatio" Code indioated ahove.
QhiS decision is basea on information you submitted, and assumes that
oux present opexations co"tinue unchanged or co"foxm to those pxoposea
in youx applicatio". Any change in opexation, oharaoter. ox purpo.e of
the organization must ~e reported.im.eaiata1y to this office so that we
may aeteraine tha effeot on your exe.pt status. Any change of nama ox
address must also he reportea. .
In the event of a ohange in relevant statutoxy,. adainistrative, judicial
case law. a ohange.i" faaeral intexpxetation of feaeral law in oases
whera oux opinion is. b..ed upon suohan intexpretation. or a oha"ge in
the aaterial ~aots or oircuastances relating to,your applioation upon
Whiqh this opinion is hasea. this opinion aay no long.r be applioahle.
It 1s youx responsibility to .e aware of these changes should they ooour.
'This paragxaph oonstltuas written advice. other than a ohief oounsel '
ruling. within the aeaning of levanue and, TaHation Code Section
'. 21012(a)(U.
You may ba raquired to file ro~. 199 (Exempt Organization Annual
Infor.ation Ileturn) on or hefore tha 15th day of the 5th eonth (q 1/2
months) aftar. the olose of your acoounting pariod. Pleasa saa annual
instructions with forms for require..nts.
You ara not raquired to fila stata franohise or inco.. tax returns
unless you hava inoo.. suhiact to the unrelated husinass incoae tax
under Section 23731 of the Code. !n this avant. you are xequired to
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F.bxuaxy 2\, ,1991
THE GEKEllL COUKCIL OF TKJ
Coxpoxat. Kuabe:t 0122~~7
'age :I
lSSEKBLIES or
file Foxa 109 (Exeapt Oxganizatien ausiness tnoee. Tax letuxn) by the
15th day of the 5th ~onth (q 1/~ months) aftex the olose of youx annual'
acoounting p.:tiod. :
Plees., ,note that an exeJlption fxolil fed.n:el inooll.. or other taKes and
otheJ: state taxes requires sepaJ:ate applioations. ..
'.
1 copy of this le1:t8J: has been sent to the Offioe of the SeoJ:etary ~f
stat~.
,
II CLARK
EXEK'% 01G1KIZ1TIOK
OGEKER1L AUDIT
Telephone (9\6) 369-q171
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U.S. TREASURY DEPARTMENT
INTERNAL REVENUE SERVICE
WASHINGTON. D.C. 20124
IN U.....V REF'IE" TO
T.:R:!Xl:S
OCS
APR 14 1965
The Southern California Di.strict
COWlcil of the Assemblies of' God
Post Of !ice Box 503-H
Pasadena, Calitomia: 91102
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Gentlemen:
this reters to ~ group rul.ing of Kay h, 19h4, in which
we held that you and your subordinate units are 8Xell!Pt traa'
Federal income tax sa org&llizations described :in section 101(6)
of the Internal Revenue Code. ot 1939 (correspondiDs to section
5Ol(c)(3)' ot the Internal Revenue Code of 19Sh) and to subsequent
supp1ll11181ltal group mUngs covering your new subordinate units.
Our records indicate that you and your subordinate units are
also. included in a' group ruling issued to your parent orpn1llation,
the. General Council ot the Asserablies. Qf God, Springfield, M1.!ls!3Uri-,
dated AUgust 31, 1964, which holds that its subordinate departments,
district colUlClls,' ohurclhes, institutions, organisations, sohools
and colleges ere exanpt froa Federal income tax UDder section
501(c) (3) of the 1954 Code.
'.
In new of this tact, we have concluded that this ruling super-
sedes your group ruling and the supplements thereto refeJTed to in
the fhat paragraph of this letter.
According4". you and your subordinate units cont1.w.e to be ex-
empt fJ'O!ll Federal inCOlll8 tax in accordance with the group ru1:iJ:Jg
and supplementary ru1inge issued to your parent organization. This
ruling r8llaiJis in effect so long as your parent organization con-
tinues to su.bnlit, on an annual basis, the infonnation necessary to
maintain its group m1ing.
o
Therefore, it will not be necessary for you to furnish us
with the supplemental information required under the terms of your
group ruling so long as your exemption re"'IIaiJis in effect u!xler the
tems cif the gnup m1ing issued to your parent organization. Arty
changes in )"Our status or that of your. subordinate units should be
reported to your parent orga!'1bation who in turn will furnish the'
infomation to.1;his office.
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The Southern California District
Council of the Assemblies of God
The District Director of Internal Revenue at Los Angeles and the
General Council of the Assemblies of God are being advised of this -
aotion.
Very truly yoursl
1'/~
Chief, EXeriipt Organizations Brilnbh
,
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3.12.030 Procedure not to bar pre.entatlon of claim pursuant to state law.
The procedure established by this Chapter for the refund of fees shall not prevent or bar
the presentation or consideration of any claim against the City in accordance with
Government Code Section 900 el seq. or other state law. (Ord. 2654.1965; Ord. 2453 53.
1962.)
Chapter 3.13
WAIVER OR REFUND OF FEES FOR CHARITABLE ORGANIZATIONS
Sections:
3.13.010
3.13.020
3.13.025
3.13.030
InterpretatIon of Chapter
Request for WaIver or refund
Waiver or Refund
Applicability
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3.13.010 Interpretation of Chapter.
Whenever a charitable non-profit organization, corporation, foundation or
religious institution or affiliate thereof, that meets the crIIeria stated in Section 3.13.030,
submits an application to any department of the City for a permit. license or certificate
for a building or structure. or for wiring. plumbing, heating. ventilating, air conditioning
or refrigeration. or any other development permit. or undergrounding of utility costs, or
temporary use permit, or parade permit, and the applicant requests that the fee be
waived or refunded, the procedure set forth in this Chapter shall govern. (Ord. MC.1174.
7.19-<l4; Ord. 2453 S1, 1962.)
3.13.020 Request for Waiver or Refund.
The request for a waiver or a refund must be made on a verified application
signed by the representative of the original applicant and submitted to the department
not later than ten (10) days prior to the event for a fee waiver, and not later than sixty
(60) days after the event for a fee refund. The department shall then determine Which
portion, if any, of the fee is not attributable to City charges, and shall also determine the
cost to the City of time spent or to be spent or expenses incurred or to be incurred by
the department. A report of such costs to the City and olher relevant deta pertaining to
the permit, license or certificate shaH be forwarded to the City Administrator for
presentation to the Mayor, to the Mayor's designee, or 10 the Mayor and Common
Council. (Ord. MC-1174. 7-19-<l4; Ord, 2453 S2, 1962.)
3.13.025 Waiver or Refund.
o
The Mayor and Common Council may in their discretion and taking Into
consideration the information provided pursuant to Section 3.13.020, waive or refund the
established fees Where the total amount exceeds two thousand dollars ($2,000.00) per
event. The Mayor or the Mayor's designee may in his or her discretion and taking into
consideratIOn Ihe information provided pursuant to SectJon 3.13.020, waive or refund
temporary use permit fees and related City fees in 8 tolal amount not 10 exceed two
Ihousand dollars ($2.000.00) per event. (Ord. Me-1174. 7.19-04; Ord. Me-681, 11-8-89.)
[Rev. July 26. 20061
3.11
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3.13.030 Applicability.
The provisions of this Chapter shall apply to all charitable non-profrt
organizations, corporations. foundations, or religious institutions or affHiates thereof
determined by the Internal Revenue Service to meet the requirements of 26 U.S.C.
Section 501(c) or (d) oflhe Intemal Revenue Code. (Ord, MC-1174, 7.19-04; Ord. MC-653.
3-13-89.)
Chapter 3.16
CLAIMS AGAINST THE crrvt
Sections:
3.16.010
3.16.020
3.16.030
3.16.040
3.18.050
3.18.080
3.16.010
Filing with City Clerk required.
Wrltlen claim required.
Action upon claim.
Commencement of suit.
Power of City Administrator.
Claims Review Committee.
Function of Claims Review Committee.
3.16.010 Filing with City Clerk Required.
The Mayor and Common Council. Board of Water Commissioners and the Board
of Trustees of the free publiC library of the City shaD not hear. oonslder or act upon any
claim which is excepted by Govemment Code. Tille 1. OMsion 3.6. Part 3. Chapters 1
and 2. in favor of any person. firm or corporation. unless the same be presented and
filecJ with the CIty Clerk of the City, or in the case of the Board of Water Commissioners.
with Its secretary, in the manner and form required by law not later than one year after
the accrual of the cause of actions. (Ord. 621 51501 (a). 1922.)
3.16.020 Written claim required.
No suit for money or damages may be brought against the City or Its boards.
commissions. officers. employees or agents on a cause of action for which a claim Is
required to be presented hereunder unUl a written claim therefor has been presented to
the City or Ita appropriate board or commission within the period of lime and in the
mamer and form 'required by law and this Chapter. Failure or neglect to comply with
this Chapter or any provision of law pertaining to claims against the City and its boards.
colMlisslons, officers. employees or agents shall invalidate the claim and no cause of
action shall be based thereon. (Ord.821 51501 (b). 1922.)
3.18.030 Action upon claim.
The Mayor and Common Council. or the appropriate board or commission. shall
act upon such claim or amended claim within the period of lime and in the manner
required and provided in section 912.4 of the Government Code, and the consequence
of their or Its failure or refusal to act on such claim shall be governed by the provisions
of said section. (Ord. 821 51501, (c), 1922.)
~ For Ch8l1er provisions pertaining to claims against the City. see Ch8l1er f 135: for
statutory provisions on claims and actions against public entities. see Gov. Code ~900 el seq.
[Rev. July !6. !006]
3-12
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CITY OF SA~ BER.,"ARDI~O
Development Services Department
Interoffice Memorandum
TO:
Ways and Means Committee
Valerie C. Ros~ctor
FROM:
SUBJECT:
North Hills Assembly of God Church - Request for Fee Waivers/Refunds
DATE:
May 13,2008
COPIES:
Fred Wilson, City Manager
On May 1,2008, the Ways and Means Committee considered a request from Terry Henderson,
pastor of the North Hills Church that the Verdemont fire station California Environmental
Quality Act mitigation fee be waived in conjunction with development of a proposed new church
campus located on the south side of Belmont Avenue, east of Palm Avenue.
After considerable discussion, the Committee continued the item to allow more time to consider
the request. At the end of the meeting, the Committee asked staff to contact Pastor Henderson
and request a business plan and financial information. Pastor Henderson provided the attached
information on May 12'h.
Staff does not support waiving the Verdemont fire station CEQA mitigation fee. The City will
still be required to provide ongoing fire and medical aid services to the church.
Attachment A - May 12,2008 Letter from North Hills Assembly of God Church.
Note: Appendix D to the letter is existing promotional items. It is not reproducible, but
staff will bring to the meeting.
Attachment "2"
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Attachment.
Council Member McCammack
Council Member Van Johnson
Council Member Derry
Ways and Means Committee
San Bernardino City Council
300 North 0 Street
San Bernardino, California 92401
May 12, 2008
Dear members of the San Bernardino City Council Ways and Means Committee:
The leadership of North Hills is pleased to present the attached business plan and
associated appendices in response to your request of Thursday, May 8, 2008. It is our
hope that the plan will provide the committee with the additional information it requires
to make a final recommendation regarding our request for a waiver of the Verdemont Fire
Station Abatement Fee.
While North Hills is not a business entity, it is our hope that this plan provides a clear
overview of our history in and dedication to San Bernardino, our commitment to our
neighbors, and the stability of our congregation.
If the financial statements and business plan are different than what you are used to
seeing, it is because a church is not a business. Like any other non-profit entity, it is not
engaged in commerce (even though the property will be developed to commercial
standards) and does not exist to earn a profit. Please read the financial statement cover
letter before reaching any conclusions about the financial position of our church.
If you require any additional information, please contact our office at (909) 884-6489 or
visit our website at htto://www.northhillsonIine.orw for additional information about our
current ministry activities. Thank you for your consideration and support of our efforts.
We look forward to your favorable"response.
Sincerely,
Enclosure:
North Hills Business Plan
Appendices
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North Hills Business Plan
Mission Statement
In 2007, the leadership team at North Hills worked together to develop a clear and
concise statement that described what the purpose of the church was at that time and what
it would continue to be for the next 10 years. After a month- long process, the team
agreed upon a statement and presented to the Church Body in late 2007. Unanimously,
the leadership and congregation of North Hills agreed that the mission statement
encompassed all of the goals ofthe ministry in a clear fashion for members and
nonmembers ali~e:
Connecting real people to God's real power to live real life as He designed it.
Out of the discussions on the mission statement, the leadership team participated in a
coached process to help create and clearly define language of the purposes of the church.
Through that process, the following five purposes emerged:
c
. Real Purpose: connecting families, friends, and neighbors to God's unfailing,
unconditional love
. Real Growth: discovering God and developing tools for living by His design
. Real Partnership: building healthy relationships that point to Christ
. Real Expression: celebrating God in active reverence, reflecting His glory
. Real Service: demonstrating the nature of God's love by exercising His unique
gifts in us
History
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First Assembly was set in order by the Southern California District of the Assemblies of
God on December 27,1923. The church began as a result of two years of tent revivals
conducted in downtown San Bernardino. The first church campus consisted of a single
building at the comer of 4th and "A" streets (now known as Sierra Way), built in 1925.
Because of continuous growth in the congregation, the church acquired larger property
and built a new campus in 1951 at 863 North Mountain View Avenue, San Bernardino,
CA. It was in the years following that the church had its greatest years of success and
community impact.
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Beginning in the I 970s, as the neighborhood changed around the church, the composition
of the church body did not change. While carrying its reputation as a flagship church
within the denomination forward, it was no longer as relevant to its community because
the skill sets of the leadership no longer matched the needs of this changed community.
In 1997, an inner-city department with associated staff was hired by First Assembly to
develop specific ministries, such as Twelve-Step, food pantry, health fairs, and
community outreach programming, designed for the local neighborhood. That
department became the core of an inner-city specialist team that planted a new church at
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the 863 Mountain View campus. That church plant, Celebration City Church, along with
its partnering non-profit corporation, Project Life Impact, has become one of the primary
cooperative partners of Project Phoenix. In 2007, the Mountain View campus was sold to
Celebration City Church. The congregation of First Assembly then began the process of
relocating to Northern San Bernardino. With the move also came the change of name
from First Assembly to North Hills.
Board of Directors and Paid Staff
North Hills Church currently has a leadership team that consists of three full time pastors
and one staff support person employed by the church. Financial and leadership oversight
is provided by a leadership board of six (6) members of the church elected from the
membership who serve as volunteers. The current leaders are:
Pastors:
Rev. Terry Henderson - Pastor
Jim Graham - Associate Pastor, Adult Discipleship and Music
Shannon Walton- Associate Pastor, Students 18 years old and younger
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Current Board:
Mari Lynn Brewer, Vice Chairperson
Joseph Morales, Personnel
Michael Slone, Secretary of the Corporation
John Ellington, Spiritual Life
Phillip Jones, Church Facilities
Bmy Faulkner, Treasurer
Current Facilities
North Hills is currently a mobile ministry, with Sunday services and Friday evening adult.
and youth ministries at Shandin Hills Middle School, 4301 Little Mountain Drive, San
Bernardino, CA 92407. The church is a non-profit entity under SOl (c)3. The corporate
name is First Assembly of God Church of San Bernardino with a "Doing Business As"
fictitious name permit filed under North Hills, An Assemblies of God Church
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In 2006, North Hills purchased 5.22 acres in the Verdemont section of San Bernardino,
located at 2935 West Belmont Avenue.
Funding Sources and Sustainability
North Hills is primarily funded by direct contributions from members. Other income
sources have included rental funds for the use of the Mountain View campus and interest
income related to the current Building Fund. As an 85 year old church, North Hills has a
demonstrated a consistent pattern of faithful contributors and contributions.
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VisionNalues
North Hills has recently identified six core values which drive the direction and vision for
our church. They are
I) Biblical Foundation: God speaks to us through the Bible and we honor it as the final
authority for our daily lives. (Hebrews 4:12; 2 Timothy 3:16)
· Are we living consistently by God's word?
2) Worship Lifestyle: We strive to please God by our continual connection with Him.
(Proverbs 3:6; Hebrews 13:15)
· Are our lives pleasing to God?
3) Authentic Relationships: Everyone is important to God and to us. We endeavor to
cultivate compassionate, lasting friendships that lead to an intimate relationship with God
and each other. (John 13:34-35; Hebrews 10:24-25)
· Is God at the center of our relationships?
4) Outward Focus: With God's heart, we actively seek those who do not have a
relationship with God. (Luke 19:10; Colossians 4:5-6)
· Are we connecting with those who need God?
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5) Pursuing Excellence: Using God's measure of quality, we strive for growth in all areas
of our lives. (Colossians 3:23)
· Are we giving God our best?
6) Empowered Service: God designed us for service. We value, equip for, and empower
service, knowing fulfillment and joy are found when exercising spiritual gifts and
passions. (Ephesians 2:10; Romans 12:4-8)
· Are we serving with the gifts God gave us?
Each value includes an accountability question (identified by an asterisk) which helps
pinpoint whether or not the value is being expressed. These values are used by the
leadership board to make both funding and directional decisions.
'.
Vision/Location
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Several factors drove the decision to choose Verdemont as the new church building site.
One of the primary reasons was North Hill's continuing commitment to the city of San
Bemardino. Established in 1923, First Assembly was one of the first churches to choose
San Bernardino. Another factor was the availability of a suitably located and sized site.
A third factor was that the Verdemont area is underserved by other faith communities. In
its experience with and concern for families, marriages and children, North Hills felt
uniquely qualified to meet the needs of those identified as residents of these
neighborhoods.
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The plan is to bring a vital and authentic faith community to the center of North San
Bernardino. Success will by measured by the positive impact we have on our
community. Sensitive to the needs of our neighbors, we aspire to be a resource for this
community, emotionally, practically and spiritually. We look forward to extending our
partnerships with the San Bernardino City Unified School District by providing use of
our facility for off-site events and matriculation exercises. We also anticipate offering
our facility for use by the City and Neighborhood to provide a venue for local concerts,
seminars and meetings. Our existing after-school activities offered for teens would
provide alternatives for parents.
National Research indicates that only 3 of20 churches grow consistently in attendance
and participation. Of the three that are growing, only one is growing by adding new
members that are not already a part of other faith communities. The other two are
growing by transferring members from other churches. In a 10 year study of the I in 20
churches that are growing by attracting new members, specific differences were
identified. Leadership Development Resources, Inc. has developed a leadership training
and church re-development approach which has successfully moved the number from I in
20 to 13 in 20. North Hills is finishing the first year of the two year training process to
become one of the 13 in 20 churches which grows consistently. . .
Market Research and Analysis
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The decision to relocate the church from its downtown San Bernardino location to the
northwestern region of San Bernardino was made after a careful study of the area. In
2005, the church commissioned a study of the Verdemont neighbor by the Percept Group,
Inc. They completed what they call a Ministry Area Profile (MAP). Of the 49,313
residents living in the target area, the largest lifestyle segment in the study was what they
call Reliable Young Starters, consisting of over 25% of the households. Reliable Young
Starters are families with adults in the 24-35 age range, primarily with both parents
working. This segment also includes a large number of single parent households. Their
primary issues include Finding Life Direction, Aging Parent Care, and Parenting Skills.
They are looking for churches that emphasize Cultural Programs, Twelve Step Programs,
Divorce Recovery Programs, Spiritual Retreats and Contemporary Music. The next five
largest lifestyle segments, each of which consists of about 10% of the study area, all
indicated interest in churches which provided family support programs such as parenting
skills, divorce recovery, day care and marriage enrichment. The key values shared by
those living in the study area include a belief in God (85%), traditional American family
structure (92%), and the importance of churches in forming and supporting moral values
(80%).
Generationally, the three largest groups in the study area were Boomers (Born 1943 to
1960) at 17%, Generation X (Born 1961 to 1981) at 33% and Millenials (Born 1982 to
2001) at 36%.
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Ethnically, there is no clear majority in the study area. The primary ethnic groups are
Anglo (4] %), Hispanic (36%), African American (15%) and Asian/other (8%). The
study projected that both the Hispanic and African American ethnic groups will continue
to grow while the Anglo and Asian ethnic groups are expected to decline.
This community is looking for a multi-generational, multi-ethnic church which provides
support for moral instruction and family life. North Hills is just that kind of church.
North Hills can meet the need of the community through its current suite of programs,
which include Marriage Encounter, Royal Rangers (Boys Scouting) Girls Ministries,
Men's and Women's Ministries and the Alpha moral introduction and instruction
program. Additional planned programs include Divorce Recovery, Parenting Skills
Classes and a Day Care/Preschool. North Hills already well represents the diversity of
its target area in that all primary ethnic and age groups are present within the current
membership.
Financial Record
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Attached to this business plan are the financial records for 2007. Like most churches,
almost half of the monies received are designated for specific non-operational pwposes,
like Foreign Missions, Youth or Children's Camps, Adult Retreats and other events. The
on-going operations of the church are almost completely funded by Undesignated Tithes
and Offerings.
The capital that North Hills will use to develop the property and build its first building
comes from the sale of existing property that the church acquired over the course of
years. These acquired prop~ies included ten parcels close to the Mountain View
property which were sold to private buyers in 2005 for net proceeds of $2.1 million. An
initial loan of$750,000 was taken out in July 2006 to purchase the Belmont property.
The net proceeds from the sale of the ten properties was used to complete the purchase
and pay $160,000 (through the end of 2007) for the necessary surveys, studies, permits,
plans and taxes that needed to be completed at the newly purchased site.
"
The current estimate for the first phase building is $150/sq ft which totals to just under $1
million. This estimate does not including site development, parking, grading, a block
wall, and other expenses.
Marketing
North Hills currently has five primary marketing strategies. These include
]) Direct mail pieces: direct mailings to the households in what has been
identified as the North Hills target area.
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2) The new church facility itself: once the block wall and first phase of
construction begins, the facility itself will stand as a marketing tool to the
families in the community.
3) Community outreach and partnership events: North Hills is developing plans
for the following events, all of which will take place at the new site
1. Egg Hunt
11. Living Nativity
iii. Harvest Festival
IV. Community Garden
v. Community Health Faire
vi. Partnerships with local schools
vii. Partnerships with Cal State
viii. Community Meetings for local residents
4) Community canvassing: North Hills invitation cards and information about
holiday events will be given to residents of the Verdemont community.
5) Community service events: North Hills will partner with local agencies to
provide various service events, such as health screenings.
o
Further, North Hills has already begun marketing in the area through seven direct mail
pieces to the target community as well as having a fall Harvest Festival and a Christmas
Living Nativity on the property.
The projected allocation each year for the first two years of promotion, outreach and
marketing related to the new location of the church is $5,000.
Land Development Plan
'.
The first phase ofland development will involve construction of one building. North
Hills has followed all indicated procedures to ensure the quality and integrity of the
development process. An architect search team solicited thirty Request for Qualifications
(RFQs). Three firms were interviewed. Andrade Architects was selected. North Hills
applied for (and now received) a Conditional Use Permit (CUP). The site plan and
building designs were developed by Andrade Architects.
Upon approval of the CUP by the City of San Bernardino, North Hills will work to
finalize the Grading Plan; select a contractor(s) who respectively will grade the property
and build the block wall; submit the Phase I building plans to the City; receive RFQs
from contractors; select contractors to interview; provide the approved building plans to
bid; and select the contractor who will oversee the start of the building phase.
o
There are plans for Phase II, which as the church grows will involve raising funds to
build an educational structure. It is estimated that Phase II will commence five years into
the process. Phase 111 has been planned for continued growth in the church body and will
o
involve raising funds to build a final sanctuary. It is estimated that Phase 111 wi\l
commence ten years into the process.
North Hi\ls has enlisted the support of a number of local partners to assist in the
management of this project, including accountant Richard Doyle; Church Mutual
Insurance; Bank of America; Stan Andrade (Andrade Architects); Fausto Reyes
(LandArq) landscaper; Grand Knight Civil Engineering; Percept Group, Inc.
(demographic data collection); Mapco (surveyor); as well as T. Ray Rachels (District
Superintendent, Assemblies of God) and C. David Gables (Assistant District
Superintendent, Assemblies of God), who have served as mentors.
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Appendices
Appendix A - Biographies of Leaders
Appendix B - Financial Statement Cover Letter and 2007 Financial Statement
Appendix C - Percept Ministry Area Profile
Appendix D - Existing Promotional Items
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Appendix A
Leadership Summary Biographies
Pastor Terry Henderson
Terry Henderson has served as lead pastor at North Hills for last 13 years. Prior to his
tenure at North Hills he served as co-pastor of New Life Church in Duarte for 8 years.
After finishing a degree in Business Communication and Computer Science at Wright
State University in Dayton, Ohio, Terry began work as a Software Engineer in 1980. At
that time Terry served key roles in two church relocation and building programs as a lay
leader at Kettering Assembly of God Church in Dayton, Ohio. It was in 1988 that he and
his family moved to California and he made the transition from lay ministry to full-time
pastoral ministry. Terry was ordained by The Assemblies of God in 1995. As the lead
pastor for North Hills, Terry carries primary responsibility for all of the ministries, vision
casting and business functions of the church. He and his wife, Pamela, are the parents of
two sons, Devin (17) and Alex (11).
Pastor Jim Graham
o
Jim Graham and his family reside in Northwest San Bernardino, California where he has
served on the pastoral staff of North Hills for the past six years. He previously served as
an associate pastor for eight years in Oklahoma and Texas, for two years in northern
California and on the music faculty of Southwestern NG University from 1998 - 2000.
Jim holds a degree in musical arts, vocal performance from the University of Oklahoma
where he also served as a member of the student staff of Chi Alpha campus ministry.
Jim's North Hills leadership portfolio includes creative arts director (music, video, print
media, as well as other forms of communication and technology), adult discipleship and
leadership development, frequent pulpit speaker, and ministry promotion/church
marketing. He and his wife, Kristy, are the proud parents of two sons, Christian (9) and
Noah (4).
Pastor Shannon Walton
The most recent addition to the North Hills pastoral team, Shannon was hired in March of
2008. Having grown up in the Inland Empire, Shannon left in 2006 to attend an
intensive ministry training program in Lakeland, Florida She completed that program
and was then asked to return for a year's internship at the hosting church in Florida,
serving as Children's Pastor. Shannon is currently in the process of completing her
Biblical Studies degree through Southeastern University. Shannon's responsibilities
include Christian Education and Discipleship of students from birth to 18 years of age.
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Appendix B
City Council Ways and Means Committee
City of San Bernardino
300 North D
San Bernardino, CA 92401
May 8, 2008
Mr. Wilson, Ms. McCammick, Mr. Van Johnson, Ms. Ross, et. aI.,
Per Ms. Ross, the Ways and Means committee has requested 2007 financial
infonnation. I have attached our 2007 unaudited financial statements. Please allow me
just a few clarifications, because financial accounting for a church (or other non-profit) is
different in some ways from that of a city or business.
o
I) Just as a city has ear-marked funds available for only certain purposes, much of the
income reflected on the attached financial statement is not available to us. They are
designated funds. When you give your church money to send your child to summer
camp, your church then turns around and writes one check to the camp to pay for --
everyone going. While it may look like income, it really isn't. This is true for Missions,
Men's Ministries, Scouting and all of the other Departments listed on our financial
statements.
2) The $25,609.87 income from the fireworks booth was almost completely offset by the
expense of the fireworks booth. The real income to the church was less than $3,000.
This money was also designated for uses other than administiiltion and overhead.
3) The $29,181.11 Parsonage/Church Rental income was a result of renting our 863 N
Mountain View facility to several other churches. As we have sold that property to
provide capital to build our new facility, that inCome wiII no longer be available to us.
4) The $45,408.83 of interest income is interest derived entirely from the Building Fund
monies that will be spent to build our new facility. When the building is built, that
capital wiII have been spent and that income will no longer exist.
'.
The real monies that are available to us for on-going operations are the "Undesignated
Tithes" of$ I 99,841.02. The $13,489 annual fee requested by staff is 6.7% of that total.
(My 7.5% statement in the meeting demonstrates why it is better to use a calculator than
figure in your head on the fly) I had asked staff specifically if we would have to pay for
the whole 5.2 acres when we began development and was infonned that we would - until
we received Ms. Ross' letter. Assumine: that in the first Dhase we only deyeloD half of
our DroDerty and that the city assesses the fee at the commercial rate. the annual fee
would reoresent 3.4% of our real annual bude:et.
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Because a church does not pay income taxes, we tend to reflect cash expenditures as
expenses in the year in which they occur, rather than amortize them. The -$178,802.24
shortfall (expenses greater than income) on the financial statements which follow
primarily reflects the expenditures on the new building development which occurred in
2007. Funding for this shortfall came from the proceeds of the property sales in 2006.
Please allow me to repeat: Weare as invested in this community as you are. We care just
as deeply. We clearly recognize that we receive the benefits of the new Verdemont Fire
Station. In the very explanations offered at the May th meeting, had this have been two
years ago, this fee would have been waived, you have demonstrated that waiving this fee
is the right thing to do. The issue is simply that this request comes at a time when the
city faces a significant financial shortfall. Are you telling us that the smart move is to
delay building our church until the real estate market changes and other developers begin
building again? Is it not of some benefit to the community, independent of any perceived
value of a church in the neighborhood, that we are choosing to develop at a time when
others are waiting?
We have a long and wonderful history in San Bernardino. We hope to continue
that relationship for many years to come. If you require any additional information from
us, please do not hesitate to call us at (909) 884-6489.
S,~i ely,
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0 2007 INCOME AND EXPENSE
Tithes & Offerina
Undesignated Tithes 199,841.02
Missions 15,967.07
Speed The Light 7,336.50
Building Fund 44,026.83
Benevolence 626.00
Mise 11,147.00
Deoartments
Sunday School 608.44
Kids Camp 953.00
Youth
Offerings 90.25
Mise 224.14
Soda Machine 18.00
Summer Camp 1,413.00
Convention 20.00
Building Fund 66.82
Bookroom 139.40
Women's Ministries
C Craft Group Offerings 834.80
Craft Group Sales 897.38
Project Hope 323.29
Bible Study 112.30
Events 311.00
Men's Ministries 600.00
Sports
Fireworks 25,609.87
Girl's Clubs 3,147.70
Royal Rangers 2,355.87
Other Funds In
Banquet Tickets 929.24
Parsonage/Church Rental 29,181.11
Interest Income 45,408.83
" ProDertv Rentals
Miscellaneous Income 425.05
Total Income 392,613.91
o
0 Expense
Administrative
Salaries
Pastoral 37,226.80
Additional Salary Expense 77.754.62
Custod ian 14.025.00
Office 20.930.00
FICA/Medicare 5.482.03
State SUI/SOl
Office Supplies 6.715.46
Church Utilities
Electric 12.089.16
Gas 2.420.25
Water/refuse 4.080.49
Phone 2.202.32
Copier 4,788.20
Insurance 18.278.59
Food/Paper Goods 916.91
BusNan 3,012.04
Benevolence 4,662.00
UMF
Miscellaneous 9.620.60
0 Bank Fees 394.75
Parking lot Expense 490.00
Building Maintenance and
Repair 1,324.32
Building Equipment 3.955.95
Nursery 385.97
Mortgage Interest Expense 62,182.40
DeDartments
Christian Education
Curriculum 702.78
BooksfT apes 774.24
Summer Camp 1,701.00
Misc 524.01
Youth
Food 25.99
Program Expense 156.31
Convention 26.00
Summer Camp 2,060.63
Music
General 521.25
Tapes/Books 45.56
. . Young Adults
ladies Ministries
0 WM Misc 2,903.52
Events 537.11
Project Hope 354.00
-.'-.'.-.. ........-.--
.+--~~'"~>,....~
0 Bible Study 300.00
Missionettes 2,500.00
Men's Ministries 895.41
Royal Rangers 850.00
Missions
Undesignated 22,125.33
Speed The Light 22.00
J.O.Y. 13.76
Bookroom 161.15
Fireworks 25,609.87
Ministrv
Curriculum 1,355.20
Advertisment 6.297.29
Flowers 91.80
Seminars/Retreats 864.72
Special Ministries 1,054.33
Hospitality 878.59
FoodIBanquetExpense 3,949.96
Sectional Expenses 510.87
School Rental 69,246.73
Buildina Proaram
Escrow Expense
C Building Fees 7.786.83
Engineering 13,947.69
Architect Expense 57,304.65
Misc Design Expense 7,079.34
Properly Tax 34,620.11
Studys and Surveys 10.680.26
Total Expense 571,416.15
Net Revenue -178,802.24
'.
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2007 BALANCE SHEET
2007
ASSETS
Current Assets
General Fund
Scrip on Hand .
Long Term Savings
On Demand Savings
Total Current Assets
6,589.73
2,128.67
482,283.67
1,135,157.29
1.626.159.36
Long Term Assets
Land & Improvements (2935 W Belmont Property)
Total Long Term Assets
1.825.497.51
1,825,497.51
TOTAL ASSETS
3.451.656.87
o
LIABILITIES
Current Liabilities
Federal and State Witholding Payable
Accounts Payable
Thrift Store Sales Tax Payable
Total
-1.588.94
-1,588.94
Long Term Liabilities
Mortgage AlG Financial Services (2935 W Belmont Property)
Total
741,790.25
740,201.31
General Fund
Church - Equity
Bethel Temple - Equity
Project Hope - Equity
Current Surplus (Deficit)
2.887.085.63
3.115.33
56.84
-178.802.24
2,711.455.56
'.
TOTAL LIABILITIES AND GENERAL FUND
3,451.656.87
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. ~. .....;.~~~0~]:?2.~:?J~;l'.. ~.~,I60. . 8.8% 3,875 .'f 7.9% 4,(l21 . 7.7%
::;:e . '.- 'f :: !:1:' ~ ~ :i1: :::r. ~:.
:",.~L..,.:.f'..~~,.,"_."""~ """"~~"""" '~...."'~.. ,.~.."'-'"'_"'t;i.~..
'.. :"'.'~',_",'-,'.:fi;~. "-'.I ~~':;t:~!' '. &_?::-~~~'~:'!.: ~.~'S' 7i
--,. .."- ,.,~;,'~'!i.."'_ _~..\ ,-"" ;~. ,-Y~':i"~".....",... .' .....-:..;0.'" -~"~"'.._ .j.. f~.
... Gena::atb..Z(IlomllJlZlIIlI..., 0 o.o%.~. 6.1% . .. 7~~0.. 14.6..
Mi11eniaJs(Bam 1982102IlO1) 15.917 33.7% . 17,885 36.3% 17,318. 33.3%
~ Survivors(Bam 196110 1981) 16.354 34.6% 1.6.151 . 32.8% 16,131 31.1%
~ Boomers(Bam 19(3101960) 10.003 21.2% 8,290 16.8% ?.s?6. 14.6%
~ Si1enIs (Bam 1925-10 19(2) 3,503 7.4% 2,936 6.0% 2,738 5.3%
~ Builders(Bam 1924111l1eadi<r) 1.438 3.0% 1,060 2.1% 571 1.1%
:~:: ~.. .;l/"if!i{ <~~trt{;[!
,',; ~~.;;:.l:\'_~ . . ....;_..,~..,-!', ;;,~~::~~: ;';~~:!~::::~' :;;;:(:(t;~~;~~~~
$48,956
$41,201
$16,735
~ 1990_-2005.PerCe@IGlOuP, Inc.
... AWl'lIlldJro...lWd In!:ome
.. Median ""'...IWd IDcome
.. Per Capita Iname
(IOOJ W-&277 nUa
~-',fq, 't' ,. J, ~: <'t', ,.~
;:-:.f: <:1,--",~, .>.-.,.....~_ ,'feo t~
, ... ';',~l' >t.:r;:'-.o,'~h\' ';, 'r-.~' -;
$52,736
$44,425
$17,743
$S7 ,238
. $48,574
$18,837
Page
_o;,';;';;:~.;,,;..;..;:<,.;,,;:;,:.;;._''''-
nI
_~~s
U.5. Lifestyles"
c
Date: 612912005
~Rx:
Nortl SirlIler11aml
863 N McuCail VIew
SirlIl6,laIdIlO, CAll2401
SIud'f Mril. Defricn:
CUstam I'dJ9lIlI
No.
IS
0 5
40
18
17
11
10
2S
28
39
20
22
4
24
29
o
'. ':;'J~i:~:'~:;':::;;.~,~.;~~~i;:::j~1'~fiiliJ_:~tl~~~~~!i:~!i~~~~}~~~t~;;~:'::
NL
... ....
PIe-. .. ... ,..-.,q gUdI tar . ClDIftIII* ~ ""1 of..,. I8SJ'I*II
-....._by_d_InAlly_
SlIdJ A/u
- .... - ... .~ --. .,- ..
IInseIIolds ......
2 Middle America FIIIIIiIios (9, 10, II, 16,-17. 18, 2l.:IS IDd 28)
3 YOlIIIg ADd Comiug (1, 12, 13. IS, 19, J4, 37, 39... 47)
1 Amllellt FIIIIIiIios 1__ 1.2, 3, 4. S.6111l1.1~)
6 EtImic ADdU..... Diversity (24, 32, 36, 4D, ~I, 42, 43. 44,.IS' 461Dd 48) _
5 Senior Life (7, 20, 21, 22, 30 IIld 31) -
4 RunlFIIIIIiIios(27,26,29,33.3SIIld38) _ __._..
IS.
AnrIII
IS.
C...JIII.
....1 -
7.0.59
4,562
2,~9..
2,~
677
222 .
42.5" 31:4..
27.5.. 14.7".
12.4" 15.1.. '
... h _..
12.1.. 18.4" -
4.1" 6.~ ,
. .._ .n_' ,_ _ ~,3'~, ,_ _13.~~_._
135
188
82
66
59
10
..., AlIa
....- ._-, -~--_....~._._--..._- -.-.
1.1..11I111I i... .11
Selllllnl...
__.. - by _ d... . .-1n..AIly....
RdiabIe YOUDJ SIartas
I'rospetoIIs DM:l:sit)'
s .. UJban Diwnity
IIMVIIIS . _ _. _.. __
~tJIlliImFamilies
Larac.y.~~.. _
. ~. . '/?}:~~J2*~~J::t?4t-~~~
! IS.
IS. it __AI
......: ...
. _._.... '__' ,_ "_ _1._..., ,_ ".__ ...~.
__. _.~ ?5.4~ __~,~~J_______,~98
,I-!I_82 _JI3_~, ,__ .3..I_~ ,.__. __ 366
_1-,.7~ l____I~.8.._ _ __~~ L--.. ~~.
__ ,I-,~.f. _!Q2,~_ ,4.~. :,m _,__ 2S7
1,694: 103 2.2" i 475
" ,'" ~~;."~~"~": --::".:.,*,~~,,/P~ }~'.,,":;: .".:.> -.5_; ~";.~'.--: \(~: '....", !"".,,""::' ".. r':" ..,-"-; J) fJt..:.";:" ~
:\r~ "'...~- -~ ~''I- .-...~~-:;.,.,:;.~~;:-'~ -~,-::..L.L~."> ~h> '-.~~ _. ,"'. ..5....:-:::.
YOUII&~~~. __.12~3__,. 9~_ ___ }:.D"_~...3!!
SubUlbanMid-LifeFami1ies ___.1,!?15_ _.~,~~_ 5~"L .., 11~
~CounlI)<eo......_. 68<!,;..__~:"" 4'!~':' 100
B~ Comlly Fami1ies . 372 , 2.2.. 2.8.. I 80
-. -------. ...- .. ..._,_...~ ..-...,
New Bcginni"8 Udlanires 334 , 2.K 2.8.. ; 73
:: ..'>~,;,f:::~':':~:~".:,.:}:L,~';;t~~~x-1~Jg~.~~;;':;~J1i~1i~~f~~tj~E(~~:.~~~;;~f~m~~7__ail
Cautious and Mature 309 1.9.. 2.6.. 71
Mature and Established 2S6 t.5.. 1.8'1> 86
Educa/ed Mid-Life Fami1ies t 2S 0.8" 3.4" 22
Metro Multi:EIhnk:.Di.ersity __ IDS 0.6". .2,7". . 23
Working CounlI)< Families 101 0.6" 1.0.. 63
.'- '.'
_ :.",~.'~ :~>:~.~ t/>::"~~;1t:;~: ..-::
35 Laboring Country Families
30 UJban Senior Life .
23 Established Empty-Nesters
42 Laboring Rural Di.ersity
7 Prosperous and Malure
91
54
47
42
40
(8001 W-6277 115.11
4? 19.....ZllG5 Pen:ept Group, Inc.
0.5..
0.3"
0.3"
0.3"
0.2"
: ~~~i:h~t~H;1~~~~}',~'~~{~~~l
2.7"
0.8"
3.4"
1.5..
0.5..
20
39
8
17
45
.... 13