HomeMy WebLinkAbout17- Development Department DEVELOPMENT DEPARTMENT
OF THE CITY OF SAN BERNARDINO
REQUEST FOR COMMISSION/COUNCIL ACTION
FROM: KENNETH J. HENDERSON SUBJECT: SALVATION ARMY
Executive Director PAYEE PROGRAM
DATE: December 16, 1993
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Svnonsis of Previous Commission/Council/Committee Actionts):
On November 9, 1993, the Housing Committee reviewed this item.
On November 23, 1993, the Housing Committee considered this item for a second time, and referred it to the
Community Development Commission without identifying a viable funding source.
On December 6, 1993, the Community Development Commission referred this item to the Redevelopment
Committee.
On December 9, 1993, the Redevelopment Committee considered this item, but took no action due to unresolved
program eligibility and legal issues.
---------------------------------------------------------------------------------------------------------------------------------------------
Recommended Motion(s):
(Community Development Commission)
MOTION: Please see attached memorandum from Councilwoman Pope-Ludlam to Kenneth J. Henderson,
dated November 5, 1993.
Administrator KENNET J. HE DERSON
Executive Directo
---------------------------------------------------------------------------------------------------------------------------------------------
Contact Person(s): Kenneth J. Henderson Phone: 5081
Project Area(s): All Ward(s): Seven (7)
Supporting Data Attached: Staff Report: Memorandum
FUNDING REQUIREMENTS: Amount: $0,000,000 Source:
Budget Authority:
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Commission/Council Note
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KJH:nml:salvarmy.cdc COMMISSION MEETING AGENDA
MEETING DATE: 12/20/1993
Agenda Item Number: �_
DE , ELOPMENT DEPARTI,_ ENT
STAFF REPORT
---------------------------------------------------------------------------------------------------------------------
SALVATION ARMY PAYEE PROGRAM
At the direct request of Councilwoman Pope-Ludlam, consideration of the Salvation Army
Representative Payee Program proposal was placed on the November 9, 1993 Housing
Committee agenda. The Salvation Army proposal request, in the amount of $15,000, includes
the purchase of computer programming material and payment of salaries in conjunction with
the Representative Payee Program (please see attached program proposal).
Following consideration of the proposal by the Housing Committee on November 9, 1993,
staff was directed to meet with Councilwoman Pope-Ludlam and the Salvation Army to
discuss potential sources of funding for the request for assistance. In preparation for that
meeting, staff obtained a Legal Opinion from Agency Counsel regarding the potential
utilization of low-mod housing set-aside fund towards the Salvation Army Proposal. Based
on the information presented, Agency Special Counsel (Sabo & Green) has concluded that
low/mod housing set-aside funds "may not be expended for this purpose" (please see attached
Legal Opinion). This Opinion was then provided for discussion purposes at the requested
meeting with Salvation Army.
On November 23, 1993, the Salvation Army resubmitted the Representative Payee Program as
a off-agenda item before the Housing Committee. Once again, issues surfaced regarding the
potential source of funding for the proposed request for assistance. Without identifying any
specific funding sources the Housing Committee referred consideration of this item to the
Community Development Commission meeting on Monday, December 6, 1993.
On December 6, 1993, after discussion about eligible funding sources, the Commission took
action referring the Salvation Army's request for financial assistance to its Redevelopment
Committee. The Committee, on December 9, 1993, considered this matter but took no action
as a result of still unresolved program eligibility and legal issues. The Committee
Chairperson requested the Agency Administrator to report to the Commission on December
20, 1993 any progress made toward resolving funding and eligibility concerns.
C�
&z9
KENNETH J. HE DERSON, Executive Director
Development Department
--------------------------------------------------------------------------------------------------------------------------
KJH:nml:salvarmy.cdc COMMISSION MEETING AGENDA
MEETING DATE: 12/20/1993
Agenda Item Number: (—7
CITY OF SAN BERNARDINO
INTEROFFICE MEMORANDUM
TO: Dave Edgar, Housing Manager, Development Department
FROM: Council Office
SUBJECT: Items for Housing Committee
DATE: November 5, 1993
COPIES:
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Councilwoman Pope-Ludlam has requested the following items be placed on the next
Housing Committee Agenda:
Salvation Army
Utilities for Shelters
Boys and Girls Club
PHILIP A. A �0�
Executive Assistant
to the Council
PAA:jv
1'"77
THE SALVATION ARMY
atire Payee Progra
Represent m
P. 0. BOX 991
SAN 62R?4A�\O1N0, CA 92402 rc
(909) 888-5579 , . ;;2
The Salvation Army is unable to continue to subsidize the
Payee Program. The original agreement made with The Salvation
Army, Divisional Headquarters, was that we were to be
self-supporting. This month we have a defict of $1 , 505 . 25 .
On October 28, 1993 , The Payee Program was notified that
each staff member was being cut nine (9 ) hours per week. This
cut jeopardizes the program because of the sizeable casework and
paperwork involved in operating this project . Example : If an
individual ' s re-evalutions, Representative Payee Reports, earning
reports or other requested items are not returned to Social
Security in a timely manner, a client ' s funds will be placed in
suspense.
We have three (3) new state of the art computers and they
are helping to cut staff time with the accounting and statistical
data. To become more efficient we need additional assistance
from a computer programer. We need to "get on line" with the
bank and a program needs to be written to transfer the banks raw
data into the individual accounts. We have a capable programer
iailable, we just can' t afford him at this time.
The staff morale is low. We are now trying to do in
thirty-one hours what was hard to complete in forty hours each
week.
Our projected need is $15, 000 for lost salaries and a
computer programer. consultant This is a one-time request with
high expectations of becom ni g completely self-supporting by ,,iune ,
1994 .
There are several groups of individuals in need of a
payee. We have been and will continue to pick-up clients from
Adult Protective Services, Mental Health Continuing Care , State
Parole Board and the Regional Center. The Social Security Office
and Homeless Mental Health refer clients to us on a regular
basis.
We operate a needed program and have been able to take
numerous clients off the streets and into permanent housing. Our
intervention with mothers receiving both SSI and AFDC has
prevented them from becoming homeless.
We provide additional supportive services.
These include :
:ferral to appropriate medical services :
We can refer clients to doctors , dentists , optometrists ,
psychologists, psychiatrists , clinics and substance abuse
programs that will accept Medicare and/or MediCal . We will make
appointments and arrange for transportation when necessary .
The Salvation Army, San Bernardino Corps , has a relatively
new service . It is the Representative Payee Program which
began April 1 , 1992 . This program aids those individuals unable
to handle their income . At the present time we are serving
clients receiving SSI , SSA, VA and Railroad Retirement benefits.
There are numerous reasons why our clients need a payee .
Many are elderly, A one is blind but most are mentally ill or
substance abusers. Many of our clients are extremely abusive and
it takes considerable staff effort to placate these individuals.
The main goal of the program is to assist clients finding
and maintaining a home . Our clients have various types of living
arrangements. Some of the different types are :
1 . Independent living in a house or an apartment
2 . Board and Care establishments
3 . Room and board homes
4 . Hotels or Motels
5 . Sharing home with family or friend
The program is designed to pay for housing and other
expenses, a personal allowance and to reserve some savings when
possible.
We are close to becoming a self-supporting program. We
are authorized by the Social Security Administration to charge
our clients a fee . This fee is ten percent of the client ' s
benefits or a maximum of twenty-five dollars ($25 . 00) . At this
time with the cutbacks in the State of California contribution to
SSI we have some clients who cannot really afford any fee .
The same equipment and staff is needed for 200 or 700
clients. Because of the nature of these clients there is a
sizable turnover in our caseload. The most intensive staff time
is involved in the intake of new clients, arranging housing and
setting-up budgets.
Often clients do not want to pay rent or live within
established budgets . We do not willingly allow a client to live
on the streets. This fact irritates many clients when they would
rather use the money for drugs and they will request a new
payee. It is their right to choose another payee . If we know
the new payee is unsuitable we have contested the charge and on
occassion we have remained the payee .
The number of clients flucuate from month to month and we
have been steadily increasing our caseload however we have not
yet met our expenses .
i\. `•- ' �3.r.i ...,'fir • l 1777
Shopping services :
If a client is unable to shop for one reason or another we
can arrange for purchases to be made. We have purchased
everything from coats and coffee makers to televisions and lounge
chairs.
Recreational activities :
We have had one trip to Knotts Berry Farm and Chinese buffet .
We had a Christmas party on December 19th. A dinner was served
and a good time was had by all. More outingSwill be planned in
the future.
Burial and Pre-burial arrangements:
One client died without funds and was cremated and buried by
the County Coroner without benefit of clergy or mourners . Since
then, we have had another client die and we were able to provide
a modest funeral . Because of the ages and/or poor health of our
clients we now try to make Pre-Burial arrangements .
ID
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J
NOV 11 '93 01:48PM ® P-1
SABO & GREEN
A PAOFMEMAL OORPORA77ON
A'MORIMS AT LAW
SUrrB 400
4320 CANOOA AVENUB
WOODLAND MIA,CALIPORM 91367
(818)704-0195
Fax Numbbr(818)704-4729
FAX COVER SHEET
Date: November 11, 1993 File No. SBEO 0001
To: Dave Edgar
Economic Development Agency of
the City of San Bernardino
From: Charles R. Green
Telephone Number: (909) 384-5081 Fax: (909) 888-9413
Number of Pages Including this Cover: 3
If you do not receive all pages or to
request confirmation, please contact: Debbie
Comments:
Please see the attached opinion. The original will follow via regular mail. Please call
with any questions or comments you may have,
This facairralo is Intendod only for the use of the porcon or entity to which R is addressed. It may contain Information that is privileged or
—111dentisf. If you have racaived this foosinvls In error,please notify us immediately.
�7
NOV 11 '93 01:48PM , P.2
SABO & GREEN
A PROEMMIONAL OORPORATION
ATTORNEYS AT LAW
Our=400
98so CANO0A AVENtm
WOODLAND FXLLB,CA AMRNIA 91897
(919)704-0191
TrAL ROOPIM(2=704.4789
November 11, 1993
Economic Development Agency of the
City of San Bernardino
201 North "Ell Street, Third Floor
San Bernardino, California 92401-1507
Attn: David R. Edgar,
Housing Division Manager
Re: Salvation Army Representative Payee Program; our File
SBE00001
Dear Mr. Edgar:
You have requested an opinion of our office as to Whether
low- and moderate-income funds may be utilized to support the
Salvation Army Representative Payee Program. You have provided to
us certain information regarding the purposes and format of the
Representative Payee Program, which includes a description of the
services offered and an indication of the financial need.
The purpose of the Program is to take receipt of income
from certain individuals and provide a budgeting process to enable
those individuals to provide themselves with the necessities of
life. The Program includes social and recreational aspects in
addition to the budgeting process. The material reflects that the
clients of the Program are elderly, blind, mentally ill or
substance abusers. These clients either do not have the ability to
manage resources in order to preserve income for payment of the
necessities or are unwilling to do so, often in order to use the
income for the purchase of drugs.
As you know, under the Community Redevelopment Law, the
Redevelopment Agency has an obligation to expend low- and moderate-
income funds to preserve and increase the supply of low- and
moderate-income housing in the community.
The specific use of funds in the manner in which you are
contemplating has not, to our knowledge, been previously ruled
upon. We can find no statutory or case law which gives guidance
as to whether the intent. of the community Redevelopment Law extends
to the use of funds for this purpose.
1"7
NOV 11 '93 01:49PM P.3
David R. Edgar
November 11, 1993
Page 2
Therefore, this opinion is based upon an analysis of the
specific requirements of the Community Redevelopment Law and
analogies to other permitted purposes. Based upon the discussion
of the purposes and goals of the Program which you provided, it is
our opinion that low- and moderate-income funds may not be expended
for this purpose.
Our conclusion is based upon the fact that this Program
is primarily a social program to assist people in certain kinds of
needs relating to their inability to manage funds. A substantial
portion of the clients of the Program are either mentally ill or
substance abusers who require assistance in that regard.
There is nothing in the materials provided to us that
would indicate that the use of low-- and moderate-income funds to
support this Program would in any way directly assist in the
preservation or creation of low- and moderate-income housing.
While this appears to be a worthy program providing a valuable
service, it is by its very nature a social program and not a
housing program. The benefit to low- and moderate-income housing,
it any, is speculative and remote at best.
If you have any further questions with regard to this
opinion, please feel free to call.
Very truly yours,
SABO & GREEN,
A Prof ssional Corporation
Charles R. Green
CRGsdg
cc: Timothy J. Sabo
Kenneth J. Henderson
BB90%0DOMTal121
0
THE SALVATION
REPRESENTATIVE PAYEE PROGRAM
,
1
746 WEST FIFTH STREET
P.O. BOX 991
SAN BERNARDINO, CA. 92402
(909) 381-7673 or 888-5679
I-7
4 T7_
FOUNDED
IN 1865
SAN BERNARDINO CO RPS
746 WEST FIFTH STREET
P.O. BOX 991
SAN BERNARDINO.CA 92402
909-888-1337
WE ARE MAKING A ONE TIME REQUEST OF S 15,000.00 FOR THE SALVATION
ARMY'S REPRESENTATIVE PAYEE PROGRAM. THESE FUNDS ARE TO SUPPLEMENT THE
EARNING OF THE PAYEE PROGRAM
AT THIS TIME THE PROGRAM IS 65%FUNDED BY CLIENT FEES. WE ARE
CONTINUALLY ADDING NEW CLIENTS. WE FULLY EXPECT TO BE SELF-SUPPORTING BY
JOIN JULY I, 1993.
MORE INFORMATION ABOUT THIS VALUABLE PROGRAM AND THE NEEDS OF THE
PROGRAM ARE INCLUDED IN THIS PACKET.
THANK YOU IN ADVANCE FOR YOUR TIME AND CONSIDERATION.
THE SALVATION ARMY
REPRESENTATIVE PAYEE PROGRAM
P.O.BOX 991
SAN BERNARDINO, CA 92402
(909)888-5679
(909)381-7673
Heart To God t Hand To Man
William B-0i Lea Burn, P.mr1 A RaJ.I DaNid P
)•'nun.lrr l;rnn.rl 7,rrrt.•rr.r/(nuundrrJr r l)r•.,.'•.r.rl(: ...,,nrJ,r
way
UE.BEA•GENC
a
TABLE OF CONTENTS
Page
DISCRIPTION AND NEEDS OF PROGRAM 1
CASELOAD 4
CLIENT LIVING ARRANGEMENTS 5
MONTHLY BUDGET 6
PROPOSED DISTRIBUTION OF REQUEST FUNDS
7
AVISORY BOARD APPROVAL OF REQUEST g
CERTIFICATE OF NON-PROFIT STATUS g
17
- 1 -
The Salvation Army, San Bernardino Corps, has a relatively
new service . It is the Representative Payee Program which
began April 1 , 1992 . This program aids those individuals unable
to handle their income. At the present time we are serving
clients receiving SSI , SSA, VA and Railroad Retirement benefits .
There are numerous reasons why our clients need a payee .
Many are elderly, one is blind but most are mentally ill or
substance abusers . Many of our clients are extremely abusive and
it takes considerable staff effort to placate these individuals .
The main goal of the program is to assist clients finding
and maintaining a home. Our clients have various types of living
arrangements. Some of the different types are:
1 . Independent living in a house or an apartment
2 . Board and Care establishments
3 . Room and board homes
4 . Hotels or Motels
5 . Sharing home with family or friend
The program is designed to pay for housing and other
expenses, a personal allowance and to reserve some savings when
possible.
We are close to becoming a self-supporting program. We
are authorized by the Social Security Administration to charge
our clients a fee . This fee is ten percent of the client ' s
benefits or a maximum of twenty-five dollars ($25 .00) . At this
time with the cutbacks in the State of California contribution to
SSI we have some clients who cannot really afford any fee .
The same equipment and staff is needed for 200 or 700
clients. Because of the nature of these clients there is a
sizable turnover in our caseload. The most intensive staff time
is involved in the intake of new clients, arranging housing and
setting-up budgets.
Often clients do not want to pay rent or live within
established budgets . We do not willingly allow a client to live
on the streets. This fact irritates many clients when they would
rather use the money for drugs and they will request a new
payee. It is their right to choose another payee. If we know
the new payee is unsuitable we have contested the change and on
occassion we have remained the payee .
The number of clients flucuate from month to month and we
have been steadily increasing our caseload however we have not
yet met our expenses .
_l
-2-
The Salvation. Army is unable to continue to subsidize the
Payee Program. The original agreement made with The Salvation
Army, Divisional Headquarters , w.as that we were to be
self-supporting. This month we have a defict of $1 , 505 . 25 .
On October 28 , 1993 , The Payee Program was notified that
each staff member was being cut nine (9) hours per week. This
cut jeopardizes the program because of the sizeable casework and
paperwork involved in operating this project . Example: If an
individual ' s re-evalutions, Representative Payee Reports, earning
reports or other requested items are not returned to Social
Security in a timely manner, a client ' s funds will be placed in
suspense.
We have three ( 3 ) new "state of the art" computers and they
are helping to cut staff time with the accounting and statistical
data. To become more efficient we need additional assistance
from a computer programer . We need to "get on line" with the
bank and a program needs to be written to transfer the banks raw
data into the individual accounts . We have a capable programer
available, we just can ' t afford him at this time .
We are now trying to do in thirty-one hours what
was hard to complete in forty hours each week.
Our projected need is $15 , 000 for lost salaries and a
computer programer consultant . This is a one-time request with
high expectations of becoming completely self-supporting by June,
1994 .
There are several groups of individuals in need of a
payee. We have been and will continue to pick-up clients from
Adult Protective Services, Mental Health Continuing Care, State
Parole Board and the Regional Center . The Social Security Office
and Homeless Mental Health refer clients to us on a regular
basis.
We operate a needed program and have been able to take
numerous clients off the streets and into permanent housing. Our
intervention with mothers receiving both SSI and AFDC has
prevented them from becoming homeless .
We provide additional supportive services.
These include :
Referral to appropriate medical services :
We can refer clients to doctors, dentists, optometrists ,
Psychologists , psychiatrists, clinics and substance abuse
programs that will accept Medicare and/or Medical . We will make
appointments and arrange for transportation, when necessary .
- 3 -
Shopping services :
If a client is unable to shop for one reason or another we
can arrange for purchases to be made . We have purchased
everything from coats and coffee makers to televisions and lounge
chairs.
Recreational activities :
We have had one trip to Knotts Berry Farm and a Chinese Buffet .
We had a Christmas party in December 1992 . A dinner was
served and a good time was had by all . More outings will be
planned in the future .
Burial and Pre-burial arrangements :
One client died without funds and was cremated and buried by
the County Coroner without benefit of clergy or mourners . Since
then, we have had another client die and we were able to provide
a modest funeral . Because of the ages and/or poor health of our
clients we now try to make Pre-Burial arrangements .
- 9 -
CASELOAD
AS OF OCI'OBER 31 , 1993
REPRESENTATIVE PAYEE PROGRAM CASELOAD
TYPE NUMBER
RPP 1
IRC g
* NEW
PENDING 1
CLOSED 51
TOTALS 322
* NEW SINCE NOVEMBER 1 ,1993
F
PENDING
NEW
I RC
RPP
0 50 100 150 200 250 300 350
RPP--RFPRESF_.NTATIVE PAYEE PRCX-RAM
IRC--INLAND COUNTY REGinNAL <_TNTF.R
-ai
JUIVING ARRANGEMENTS;
AS OF OCTOBER 31 , 1993
[RAN ANGEMENT OF RP
NUMBER
D CARE 120
BOARD 48
TS 56
OR FRIENDS 13
S 7
4
258
HOSPITAL--CONVELESCENT HOSPITALS, MENTAL HEALTH LTI\iITS OR HOSPICES.
W/FAMILY OR FRIENDS--RPP PAYS CLIEVT*'S SHARP, OF HOUSEHOLD EXPENSES.
AnARTMIIVTS--INDEPENDANT LIVING IN HOUSES, MOBILE HOMES OR APARTMENTS.
TOTAL
JAIL
HOS PITALS
W/FAMILY OR FRIENDS
APARTMENTS
ROOM AND BOARD
BOARD AND CARE
TYPE I
i
0 50 100 150 200 ?5O 30O ��
- 6 -
REPRESENTATHVE PAYEE PROGRAM
MONTHLY BUDGET
THE SALVATION ARMY
REPRESENTATIVE PAYEE PROGRAM
MONTHLY BUDGET
BUDGET DEVELOPED BY TSA DIVISIONAL HEADQUARTS
SALARIES 1 4500
EMPLOYEE BENEFITS 1046
RENT 100
UTILITIES 275
POSTAGE 300
TELEPHONE 200
OFFICE SUPPLIES 200
COMPUTER CONSULTANT 100
FURN[TURE/EQUIPMENT 100
MISCELLANEOUS 100
SUPPORTIVE SERVICE 10%OF INCOME 525
TOTALS 7446
CURRENT STAFFING
PROGRAM COORDINATOR 10.25MR
ADMIN ASST/ACCOUNT CLERK 7.04/HR
CASELOAD MANAGER 6.75/HR
PROGRAM CLERK 5.00/HR
20 HOURS A WEEK PAID BY THE SENIOR AIDES PROJECT
20 HOURS PAID BY PAYEE PROGRAM
- 7 -
THE SALVATION ARMY
REPRESENTATIVE PAYEE PROGRAM
746 WEST FIFTH STREET
P.O. BOX 991
SAN BERNARDINO.CA 92402
PROPOSED BUDGET 15000 00
DECEMBER
COMPUTER PROGRAMER CONSULTAN 2,0 ,00
PAYEE PROGRAM 1,714.32
JANUARY
PAYEE PROGRAM 1,714.29
FEBRUARY
PAYEE PROGRAM 1,714.29
H
MARCH
UPAYEEPROGRAM 1,714.29
APRIL
PAYEE PROGRAM 1,714.29
MAY
PAYEE PROGRAM 1.714.29
JUNE
PAYEE PROGRAM
1,714.29
PROPOSED DIS"BURS'EMEN711"'
OF
REQUESTED FUNDS
MINUTES OF MEETING
THE SALVATION ARMY ADVISORY BOARD
A r e g u la r meeting of The Salvation Army Advisory Board of San B e r n a r d i no
(Regular, Special, Annual)
was held on November 22 1993m at 746 W. 5th St . , San Bernardino
Location
A quorum, consisting of Hal H a d s the Representative and 11
(Designated Officer) p members of the
Advisory Board, being one—half of the total membership of 2 2 was present.
(At least 1/3 or majority) (Board Membership)
A copy of the notice of the meeting was ordered affixed to the Minutes.
Joyce Marion and Petty Zimmerman
(Chairman) (Secretary) respectively, acted as Chairman
and Secretary of the meeting. Invocation by Captain H a l H d
ROLL CALL
PRESENT (Indicate regular or ex officio member) ABSENT
Ben Boswell Mark Bassett (ex—officio)
Harold Chandler Mike Clark
Richard Grove Roy Copple
Captain Hal Hads (ex—officio) Mrs . Arthur Downs
Bill Jarvis Stanley Martin
Richard Kimball Delia Mendoza
Joyce Marion Dick Munsey
Steve Petty John Neiswender
Captain James Rodal (ex—officio) Mrs. Lee Olival
Janet Ward Patricia Vincent
Donald Wright
Petty Zimmerman
Carolanne Corbett (guest )
Jan Witmer (guest )
WELCOME & CALL TO ORDER at 12 : 05 and 12 : 25p .m. respectively.
Minutes were approved from the last meeting , and finance report
was made as follows : Oct . 31 balance $199. 60 less luncheon
expense of $23 . 46 for a current balance of $176 . 14.
COMMUNITY SERVICE REPORT BY CAPTAIN HADS — Captain Hads , a member
of the Southern California Divisional Disaster Team visited the
mid—west flood disaster area and saw the damage from the floods .
As part of a team of five others , they worked on home restoration
and met with people individually. The Salvation Army is and has
been preparing lunch daily . They will continue this project for
another year . He spoke of the "paperwork" involved in restoration,
PROPERTY REPORT — Territorial Headquarters has approved replacing
the roof of the Hospitality House . Steve Petty said approximately
$1 , 000 . 00 is needed for landscaping at the Quarters , sprinklers
in back . He recommends construction timber and lawn for the back .
Mr . Chandler has some that will be looked over . Captain Rodal will
look into whether or not he has available equipment that can be
used ( sprinkler heads ) .
1-7�
ac.l
- 8a -
Janet Ward said the Hospitality House needs metal baby cribs .
There is also damage to tiles at the Hospitality House .
Mr . Petty will phone Mary to see about the cribs .
Has Mayor Minor been invited to the Christmas kick-off? Brian
Pickering should do this .
BENEDICTION - was given by Captain Rodal .
NEXT MEETING : December 13th .
Standing Committees
1. Executive Committee 5. Bequest & Endowment Committee 9. Emergency Disaster Committee
2. Nominating Committee 6. Public Relations Committee 10. Men's Social Committee
3. Finance Committee 7. Youth Committee
4. Property Committee 8. Welfare Committee 11• Special Committees
There being no further business to come before the meeting, it was thereupon adjourned.
Meeting adjourned at _. 1 15p . m. __.iTlme)
Minutes submitted by. Petty Zimmerman Approved by ._
(Secretary) epresenrotive)
Note: A coPy of these Minutes are to be sent to all Advisory Board Members and D.H.O.
9
Internal Caa cnu—� ac, ;cc
Wc.C-Aom"-�4oMj7- n(t; Lf2t�"
omr �►JG �• — rtiTl in...w,, r.,..-tQ
MS:E0: R= 3--
\V I`� /, ✓1i��`' cl ie!, Sa.Lvatio= Ara/
Southern Ca 1i£o_*:zia Dlvis iorr
90a IVOsc 9trr Street:
P'..0;. BOX 15S99 Bal. Valle. Sca..
• Less Angeles, California 90011
a
GentZeme z
'-je- have ccrrside=ed you= request; of .Tiny ZZ,. 197,_
fog mailing- thae you_ are- noc a private foundation. within.
the meaning: of section 509(x) of the Ince=I �Zevenue Cade,
because= arz- arm organization described. in section.
L70(h) C of the Code,
Revenue RuZ=g 59—IZ9,. c.B,. 1954-74 58',. states that
Salvation Army is; M church o= a; conveatiorL o= association of
churches wichiz the meaning of section 170(b) (L) (A) (i.) of
the Ca de:..
Assuming your puzposes; and. activities are• the same as,
o= i-= fu=t hera=ce: of,_ chose Of Tne- Salvation. Army whj.c:z ;,,as
the: su.hjee= of Revenue Kuhns 59-L29, ipe— rule chat you, a_--_-
also = craanizatiom desc.—ibect in. section L70(b) (L) (A) (J-
arid, therefore, are no= a. private foundation. within the
meauing of sec=i-cm 509(a.) of the Code..
You are not: roquired. ee file Fb= 4653, Motificaciorr
Concerning- roundacion Scacus, to- eacablish_ that: you a--s- noc
a privatm 'he-oundaciorr..
SIncereLy yours-,
CFiie Rulin;s- Sectiorr
Exempt Crgan.icacions Branc.'-1
1-7
�C_�1
District
Director p.0. 801 3200, Now York, N.Y. t(�OOt;
The Salvation Army person to Contact: R E C E I V G
o
110-I30 nest Fourteenth Street E. Davenport
New York, Neu York 10011 Telephone Number: MAY )
(2I2) 264-1019 �
Aster Reply to: nAttprt_L CHI!; s3; ,Rr I
E:T:7399
£E� Date: May 14, 1979
• Gentlemen:
Reference is made to your request for verification of the tax
status of yAur organization. exempt
We are unable to furnish you with a copy of the original determination
or ruling letter that w.1s issued to your organization. However, our
records indicate tlizt exemption was granted as shown below.
A date=ination or ruling letter issued to an organization granting
exemption under the Internal Revenue Code of 1954 or under a prior or
subsequent Revenue Act remains in effect until exempt status has been
terminated, revoked or modified.
Our records indicate that there has been no change in your organization' s
excmp t status.
Sincerely yours,
District Director
:`lame of Organization: The Salvation Army
Ua t c of Exerm Lion Le ttar: October 10, 1955
F.xe:-Ption granted pursuattt to 1954 Cocle section 501 (c) (3) 'or its
predecessor Cade set;cion.
Foundation. C1.35--;iCication (If .ppLiczUlt:) : Public Foundation under
Section 170(5) ( 1) (a) ( 1 )
w
mop, MW
U.S. TpEPCU P DE. p.F?2!ENT
:A3HI13TON 25, D.C.
Office of Commissioner of Internal Revenue
TcHtI Oct. 10, 1955
-OV-3
The Salvation Army
C/o Cadwalader, Wickersham and. Tait
40 Mail Street
New York 5, New York
Attentiont Mr. H. Gilmer 'dells
Gent lemem i
This is in reply to a letter dated Aug. 15, 1955, from Cadvalader, Ackersham
and Taft, in which they request reconsideration of our ruling issued on May 27,
1955, to The Salvation Army, Detroit, Michigan, holding that The Salvation Ara►
is not a church or a convention or association of churches referred to in section
170(b)(l)(A)(i) of the Internal Revenue Code of 1954, and that such ruling be
revoked. It is also requested that a ruling be issued to the effect that the
National Headquarters of The Salvation Army and its various components throughout
the United States constitute a church or a convention of churches as that term is
used in section 170(b)(1)(r►) of the 1954 Code.
It is stated that The Salvation Array is an international unincorporated Christian
Church with International Headquarters in London, England; that its churches within
the United States are organized into Your Territories under the general supervi-
sion of the National Headquarters in New York City; and that the Territories are
further subdivided into 48 Divisions, each of which supervises The Salvation Army
churches within a state or a part of a state.
The evidencesubmitted discloses that The Salvation Array has a distinct legal exis-
tence, a recognized creed and form of worship, a definite and dist-inct ecclesiastical
government, a formal code of dictrine and discipline, a distinct religious history,
a memberhhip not associated with any church or denomination, a complete organization
of ordained ministers ministering to their congregations, ordained ministers se-
looted after completing prescribed courses of study, a literature of its own, es-
tablished places of worship, regular congregations, regular religious services,
SundsW Schools for the religions instruction of the young, and schools for the prepar-
ation of its ministers.
It is further stated that in addition to the fundamental ecclesiastical activities
as a Christian Church, The Salvation irigy also conducts recreational and social
programs of the same types as other churches or denominations, and that in working
with the spiritually disassociated members of society, The Salvation Army found it
necessary to administer to the physical needs of those whom it brings spiritual
Salvation. For this purpose it maintains shelters for transients, rehabilitation
centers for alcoholics, homes and 'hospitals for unmarried mothers, visiting services
for those In prison, nurseries and camps for children of abandoned mothers, and
medical and dental clinics. Such activities are under the supervision of salvation
Army officers who are Ministers of the Gospel, and form an integral part of the
religious g propse,u within the otccleai nmti rtst nr-.,,,i ..eta nn nP T14e C..1_11 ..., w.......
_2.
It is further stated that ?t:e Salvation army :s recognized as a church or denon-
ination by other Christian Churches and `:as operated effectively in close c- n-
Junction with representatives of all faiths thsou�hcut local, national and inter-
national councils of churches and ministerial associations. At the first
Assembly of the 'dorld Council of Churches in 1948 five Salvation Army Commancers
were international representatives and one was a member of the Central Committee.
The Falvation Army is listed in the 1955 Yearbook of American Churches, published
by the National Council of the Churches of Christ in the U. S. A...
Under section 170(b)(1)(A) of the 1954 Code, individuals are allowed an additional
deduction of not exceeding 10 percent of their adjusted gross income for contri-
butions made to a church or a convention or association of churches, to educational
organizations referred to in section 503(b)(2)9 and to hospitals referred to in
section 503(b)(5).
!�"We have held The Salvation Arrgy and its State and Tegional organizations and local
posts exempt from Federal Income Tax under the provisions of section 101(6) of the
Internal Revenue Code of 1939, and that contributions made thereto are deductible
by the donors in arriving at their taxable net income in the manner and to the .
extent provided by section 23(o) and (q) of the 1939 Code.
Section 101(6) aad aectim 23(0) and (q) of the 1939 Code correspond to section
501(e)(3) and section 170 of the Code of 1954.
Based upon the evidence submitted, it is the opinion of this office that the
National Headquarters of The Salvation array and its various components throughout
the United States constitute a church or a convention or association of churches
as that term is used in section 170(b)(1)(A)(i) of the 1954 Code, and contribu-
tioraa made thereto are deductible by individual dormers to the extent of the
special rule provided in section 170(b)(1)(A) of- the 1954 Code.
The ruling dated May 27, 1955, addressed to The Salvation Army, Detroit, Michigan
will be revoked.
Very truly yours,
(Sighe) Justin F. Hindre
Assistant Co=issioner
Mica
of
Franc-hise Tax 3oard
v
j une 9, L95 3
The Sal-ration
c/o 3oher: scot-.
22 3atter7 Street
San ?r ancisco 11, Calif O=ia
Cent lemem s
-'-a: 78 321
ae=tion ."cm ?ranc!�ise ''as
It is the opinion o2 this office, based upon the evzde=e presented,
that reu are exeaat from State ranchise Tan under :he provisions
of Section 23701d of t,'m Ravemie andTaxation Cade, as 4 t is sccwn
that Ton are organized and cnerated exclusive L7 as a chaz^_tabLe
orgg"ization.
:lccordiaS1T, 7011 will act be requized to fil. franchise tax :stu:_
cnless Jcu chmge the character of your a'ganizataon, t e cn.-roses
for rhica ion are organized or Tcur method of operation. .�q suca
changes shouLd be reported i=ediatal7 to tail office i= order .:.at
their effect upon cur exempt status m27 be deterat=ed.
Contributions made to you are deductible by he donors L r T
at their taxable met i„came :LM the canner and to the extant proved
by Sections L7315, L7315, L7317 and 2:121 of
erode. taeQetnie and r3xaon
if the organization is act let incc=crated, or 'mas mot let qual_:=-d
r0 do business is California, tLts aatrroval will e=ire az,th m -----�
aZ" '=less ine•)rmorat+oa or qualification is comaletad aith:.m s-aca
period.
er7 t`m1.T 70's,
P�i'TCH=Z T." 30A.0
Jom
ae=t1Te Officer
27 -i-ned) `iiltom k. iuot
Azaociate Tax Ccunsel