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Home My WebLink About16- Development Department DEVELOPMENT DEPARTMENT OF THE CITY OF SAN BERNARDINO REQUEST FOR COMMISSION/COUNCIL ACTION FROM: KENNETH J. HENDERSON SUBJECT: SALVATION ARMY PAYEE Executive Director PROGRAM DATE: November 24, 1993 ynopsis of Previous Commission/Council/Committee Action(s): On November 9, 1993, consideration of the Salvation Army Payee Program proposal by the Housing Committee. On November 23, 1993, consideration of the Salvation Army Payee Program proposal by the Housing Committee. -------------------------------------------------------------------------------------------------------------------------------------------- Recommended Motion(s): (Community Development Commission) (Councilwoman Pope-Ludlam's Recommendation) MOTION: That the Community Development Commission consider granting request for financial assistance from the Salvation Army in the amount of$15,000. Administrator KENNETH J. HENll RSON Executive Director -------------------------------------------------------------------------------------------------------------------------------------------- Contact Person(s): Kenneth J. Henderson/David Edgar Phone: 5081 Project Area(s): All Ward(s): 1 - 7 Supporting Data Attached: Staff Report: FUNDING REQUIREMENTS: Amount: $15_000 Source: N/A Budget Authority: Requested -------------------------------------------------------------------------------------------------------------------------------------------- Commisslon/Council Notes• ----------------------------------------------------------------------------------------------------------------------- KJH:DRE:Iag:slvaimy.cdc COMMISSION MEETING AGENDA JL MEETING DATE: 12/06/1993 Agenda Item Number: J / P DEVr, LOPMENT DEPARTMENT 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. Councilwoman Pope-Ludlam recommends adoption of the form motion. 4&41 KENNETH J. HENDERSON, Executive Director Development Department ! -------------------------------------------------------------------------------------------------------------------------- KJH:DRE:1ag:slvarmy.cdc COMMISSION MEETING AGENDA MEETING DATE: 12/06/1993 Agenda Item Number: _� 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 ZO Executive Assistant to the Council PAA:jv THE S,NLVA•iN ARMY $eprescntatire Payee Progra .• P. 0. BOX 991 T - SAN 62R IAi DINO, CA 92402 (90 9) 883-5579 ::;2 - C/ i �J JrI ✓J jam),,, J 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 vailable, 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 becoming completely self-supporting by ,.7une, 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: aferral 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 MediCa-1 . 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, 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 . 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. 0 ;z _ ID J pr a (�� J J m CO 0 0 0 0 (.11 A m S S j m W C/1 O O O O O A O O O O 0 0 O O CO O 00 I 1 N M I J V1 M ONE M A A N O C O O p J Zn � N W O O O O O tr w m O O 0 0 . 0 0 1 0 0 • Clwf O O J VI O w A N N N N w N O f� N IV W O OD O O O O (Jjl pWj p m N Cff pl �� J 0 • 0 0 C> cn p C N �... s' '� v VQ�� '► N W N N ` y�I "n w O O O c`In O O V O O • • N O O a 0 cn. N O CIl O 0 0 O O O O O (Jl O O O N IC w J N N N M N b A N M N b N O !ID O O O y 0 0 O fV W O O O O 617 0, O iN71 J Vl t�l 0 0 0 0 0 0 • CA O O O N N CA N N N N N M N CO r, (T b �) N w N O cn 0O o0 00 <=> °o cJil O po C° o . cz� cn cNr. o0 0° °o o °o cn CD, O w N co (CEO bl H_ N N N N A O ON1 m p b ppO�� C, p Op M f.l1 A 0 0 O t n CA O O O J p `D t.Il O O O O 0 0 . N O O O O C /ll O O O M y M ' b Vf o 0 0 moo C w J .°f 0 C 0 0 o rn po rn rn w N N p °o p p op Ln po ry 0 N N v M N N N b N A N_ cy W N O O O O O J S O CK b N O O O O cn CA O J w N OI m CO N v 00 • 00 C pO 00 00 JO M N N N N O N fA Op _ _ M N N •M p O J w �1 O OO O O O O N A O O CD _ b A b O O O O O � CA O O 2 a b 0 0 0 • p p 0 • Nn O co N w ONO M N N pl CT N M N N N co O p m y O J p 0 J A Of O O O p 0 O O Vl m p loo A O c O O p p 0 0 0 0 O O (NJl cm, Of N b M 7A O W S b O O O O 0 O N QQQQ A Vl g O O Vl t0 W[J O O 1 I I f i 1 I I oNo Ao o o _ A C> CD IO I A O O O O O q O O q O I w N NOV 11 '93 01:4BPM P.1 SABO & GREEN A PROFESSIONAL 0ORPORA770M ATCORIMS AT LAW SUrrB 4M .. 6320 CANOOA AVEIM WOODLAND MIS,CALIPORNIA 91367 (818)704.0195 Fax Number(818)704.4719 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 thls 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, i This facsimile is intended only for the use of the poroon or entity to which it is addressed. h may contain Information that is privileged or cenridentiaf. If you have reesived thin faetinuls In error,please notify us immediately. r NOV 11 '93 01:48PM ,., P.2 r.I SAB 0 & GREEN A PROFIMIONAL OORPORATION AZTORNEYS AT LAW 8UMM 400 08$0 CANOOA AVENtM WOODLAND RU JA CA AMRNIA 01807 4816)704-0195 7'ygJ=PIZR(210 704.4789 November 11, 1893 Economic Development Agency of the City of San Bernardino 201 North "E" 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 whathtar the intent of the community Redevelopment Law extends to the use of funds for this purpose. 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, ii;, is by its very nature a social program and not a housing program. The benefit to low- and moderate-income housing, if any, is speculative and remote at best. I:f 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 SB90\00OULTRU21 4D c THE SALVATION ARMY REPRESENTATIVE PAYEE PROGRAM 746 WEST FIFTH STREET P.O. BOX 991 SAN BERNARDINO, CA. 92402 (909) 381-7673 or 888-5679 ;r- r . KJUNDED � IN 1865 *At _60: SAN BERNARDINO CORPS t 746 WEST FIFTH STREET P.O. BOX 991 SAN BERNARDINO.CA 92402 909-888-1337 WE ARE MAKING A ONE TIME REQUEST OF$ 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 JULY 1, 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 Boolh E,a Bijm 11 1'.inl A R.I.ItI D;i,ul Rif., /-nrnlrr (;rnrrrl 7 rri', r,,rl (..rnrn... /lr.„ ,•n.rl l .....r.ut./r. ` ;ed wwj NEWSIER AGENCY r 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 0 0 - 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 . -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 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 . �e - 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 . 4 - 4 - CASELOAD AS OF OCTOBER 31 , 19 9 3 REPRESENTATIVE PAYEE PROGRAM CASELOAD TYPE NUMBER RPP 1 IRC 87 * NEW PENDING 1 CLOSED 51 TOTALS 322 * NEW SINCE NOVEMBER 1 ,1993 TOTALS CLOSED PENDING NEW I RC RPP 0 50 100 150 200 250 300 350 RPP--RFPRESFffrATIVE PAYEE PROGRAM IRC--INLAND COUNTY REGIONAL CFNTI:R - 5 - LIVING ARRANGEMENTS AS OF OCTOBER 31 , 1993 LIVING ARRANGEMENT OF RP TYPE NUMBER BOARD AND CARE 120 ROOM AND BOARD 48 APARTMENTS 56 W/FAMILY OR FRIENDS 13 HOS PiTALS 7 JAIL 4 TOTAL 258 HOSPITAL--CONVELESCENT HOSPITALS, MENTAL HEALTH UNITS OR HOSPICES. W/FAMILY OR FRIENDS--RPP PAYS CLIENT"S SHARE OF HOUSEHOLD EXPENSES. APARTMEN`T'S--INDEPENDANT LIVING IN HOUSES, MOBILE HOMES OR APARTMENTS. TOTAL JAIL HOS P TALS WIFAMILY OR FRIENDS APARTMENTS ROOM AND BOARD BOARD AND CARE TYPE i � 50 100 150 ?00 750 3Un /6— 6 - REPRESENTATHVE PAYEE PROGRAM MONTHLY BUDGET THE SALVATION ARMY REPRESENTATIVE PAYEE PROGRAM MONTHLY BUDGET BUDGET DEVELOPED BY TSA DIVISIONAL HEADQUARTS SALARIES 4500 EMPLOYEE BENEFITS 1046 RENT 1 100 UTILITIES1 275 POSTAGE 300 TELEPHONE 200 OFFICE SUPPLIES 200 COMPUTER CONSULTANT ---loo- FURNITURE/EQUIPMENT 100 MISCELLANEOUS I I I l 00 SUPPORTIVE SERVICE 10%OF INCOME 525 TOTALS 7446 CURRENT STAFFING PROGRAM COORDINATOR 10.25/HR ADMIN ASST/ACCOUNT CLERK 7.00/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 15 DDD 00 DECEMBER COMPUTER PROGRAMER CONSU LTANT 0 .00 PAYEE PROGRAM 1,714.32 JANUARY PAYEE PROGRAM 1,714.29 FEBRUARY PAYEE PROGRAM 1,714.29 MARCH PAYEE PROGRAM 1,714.29 APRI L PAYEE PROGRAM 1,714.29 MAY PAYEE PROGRAM 1.714.29 JUNE PAYEE PROGRAM 1,714.29i IMOP(M]EID I"0S MENT OF REQUESTED FUNDS MINUTES OF MEETING HE SALVATION ARMY ADVISORY BOAR, A regular meeting of The Salvation Army Advisory Board of San B e r n a r d i n o (Regular, Special, Annual) was held on November 22 19 93 12pm, at 746 W. 5th St . , San Bernardino Location A quorum, consisting of H a l H a d s the Representative and 1 1 members of the (Designated Officer) Advisory Board, being one—half of the total membership of 22 was resent. (At least 1/3 or majority) (Board Membership)—was p resent. copy of the notice of the meeting was ordered affixed to the Minutes. Joyce Marion and Petty Zimmerman respectively, acted as Chairman (Chairman) (Secretary) and Secretary of the meeting. Invocation by Captain H a l Hads 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 ) . (Insert other pages for fill Committee Reports and other business) /� - 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 11. Special Commit ees 4. Property Committee 8. Welfare Committee There being no further business to come before the meeting, it was thereupon adjourned. Meeting adjourned at 1 15 p. m. (Time) Minutes submitted by. Petty Zimmerma. . n Approved by . . . ....... . .... .. . (Secretary) epresen to ti ve) Note: A copy of these Minutes are to be sent to all Advisory Board Members and D.H.Q. immedia+ely following the / Meeting. these minutes to be filed with signatures affixed in the od.,i. _ Fl.., A R;-,4-, A-- . 9 AUG \�L7 , �I w older SaLvaci= Army South�rrL 17-3 li:for-, ia. D ivis iorr 90(1 +test: 9 ttr S tree c P'6-0:. BOX 15899 Dal- Valle SCa.. Lose Angeles, Ca _ fO=j T_ 90GLy Genclemerzr We have corrside=ed. your rsques= of July ZI,: 197,1 for m sling- thae you_ are- aoc a. private• foundation. within. the meaning of sectiorr. 509(x) of the• Inter, Revenue Code, because: ara . a= organization described. in secrlom .1:)(A) 0-) of the Code" Revenue RuZ ing 59-L29 ,. C,S.. L9 Sg-2,. 58•,. states that The- Salvacion Arty Ls; a: churctt or m conveizcion. o= association of churc+heg. wichiz tnei meaning of sectJ-om 17G(b) (L) (A) (i) of the Co der Ass=i:lS yam purposes; and_ accfvities are• the same as, or in fu=T.heral-tc of,_ those of brie SaLvaci.on• Army wtr .ctr ;,7asr the; subject of Revenueulins 59=L29, �, rule• that you a�-e also an; Qraanizatiom desc.-ibect in section 170(b) (L) (A) (i) and, thereforLbr are nec a, private- foundation wichLj the meaning; of secti.om 509(a.) of chm Code.. You are` not required ca• file: Form• 4653, Yetificatiorr Concernirng Foundation Scacus, to. escablistL that you a_mar noc a. private 16-ound3tforr.. Sincerely yours, Chia' Rulings Section Exempt Organizations Br=c,,-i District pirector P C• Bo=3200, Now York, V.Y. Iowa � The Salvation Army Person to Contact: R E C E I V G 120-130 West Fourteenth Street E. Davenport rreix York, Neu York 10011 Telephone Number: JAY (212) 264_1079 � Aster Reply to: HATIO -IL CHI:,- Sc:,',CJtxr I E:T:7399 Oate: May 14, 1979 • Ccn tl etaen Reference is rude to your request for verification of the tax exempt status of your organization. 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 that exemption was granted as shown below. A determination 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 exerpt status has been terminated, revoked or modified. Our records indicates that there has been no change in your organization' s exempt status. Sincerely yours, District Director Name of Organization: The Salvation Army Date of Exa=Lion Letter: October 10, 1955 Excnrtion granted purAuant to 1954 Cocle: section 501 (c) (3) 'or its Predecessar Cede :iec cion. Foundation. C1.as',iCicatiun (LE ;.pplicaule) : public Foundation under Section 170(5) ( l) (a) ( 1 ) U.S. TpEp.SUrro DE= pR2'ENT :AaHI,jTCN 25, D.C. Office of Commissioner of Inte.•ral P.evenue Oct. 10, 1955 TsR:I �w-3 The Salvation Army c/o Cadwalader, Wickersham and. Taft 40 Mall Street New York 5, New York Attentiont Mr. H. Gilmer 'dells Gentlement This is in reply to a letter dated Aug. 15, 1955, from Cadwalader, ifickersham 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 Army is not a church or a convention or association of churches referred to in section 170(b)(1)(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)(L) of the 1954 Code. It is stated that The Salvation Army 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 Salvaticn Army churches within a state or a part of a state. The evidencesubmitted discloses that The Salvation Army has a distinct legal exis- tence, a recognized creed and form of worship, a definite and distinct 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- lected after completing prescribed courses of study, a literature of its own, es- tablished places of worship, regular congregations, regular religious services, Sunday 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 Arne 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 Armor 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 program within the eccleaia3tieal organization of The Salvation Army. /�' _2" It is further stated that Tt:e Salvation Army s rFcoCnized as a church or denom- ination by other Christian Churches and `:as operated effectively in close c n-' Junction dith representatives of all faiths throughout local, national and inter- national councils cf churches and ninisterial associations. At the first Assembly of the World Council of Churches in 1948 five Salvation Army Commancers were international representatives and one Was a member of the Central Committee. The Salvation 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)(l) of the 1954 Code, individuals are allowed an additional deduction of not exceeding 10 percent of their adjusted o oss income for contri- butions made to a church or a corrmrention or association of churches, to educational organizations referred to in section 503(b)(2), and to hospitals referred to in section 503(b)(5). We have held The Salvation Army and its State and Tegional or;;anications 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) and section 23(o) sad (q) of the 1939 Code correspond to section 501(x)(3) and section 170 of the Code of 19511. Based upon the evidence submitted, it is the opinion of this office that the National Headquarters of The Salvation Army and its various components throughout the United States constitute a church or a convention or association of churches an that term is used in section 170(b)(1)(A)(i) of the 1954 Code, and contribu- tions made thereto are deductible by individual donors 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, Michi an will be revoked. Very truly yours, (Sighe) Justin F. Hindre Assistant Commissioner ff=Ce Cf Francdise Tax 3card L14 June 9, L95 3 The Sal-ration kz=:7 c/o 30der: & Scott 22 Satter7 Street San ?rancizco 112 Calif 0=1.a Cent lemwn s Re= 78 321 r'xe=tion 7;-anc:�ise "_aa th is the opinion of this ofSice, based' u-Cn the evidence presented that mu are exeamt fray State ,:ranchise Tax under the provisions Of Section 237C1d of t� Revern�e and 'Taxation Cade, as :t is sccan that 7on are organized mad operated e=cLusivel7 as a char-_tabLe org=izaticn. :LCCordin$1T, 7-ou -4iil net be regn_,red to moils *r=cbise tax retu__s =mess pon ch-Mge the character of Your =3anization, ` onr_oses for which 70u are organized or Ycvr method of operation. .;.q suca changes should be reparted L=ediatalp to this of_ica �_= order . at their effect upon pain e=emat status sal be detarmi-+ed. Contributions made to 7OU are deductible by the donors it r T yg at their -axabLe met income is the a�ner and to t:e extent oroviZed by Sections L7315, 17316, L7317 =d Z:121Y cf the Zevenne and Taxa .ion Zode. If Zc tha organization is not 7et I=c=crated, or has am pet qua - -,,d do business is CaLitoz'Zia, t�js znproval ,riLI =ire with = -7 daps ialess inc�rporatr.on or gnaL+ ticat+on is cc=Leted wiLh:.a recd period. er7 trU L7 mss, Joan CstapceL' 3b:ecuti7re Qf:is er 27 (signed) Mil:om A. Huot :Lssociate Tax Counsel /�