HomeMy WebLinkAboutCOM 0667.015 1998-2000Stephen K. Yamashiro
Mayor
GRANT APPLICATION FOR:
Legal Name of Organization:
Mailing Address:
Facility/Site Address:
Director /Site Manager:
Organization President:
Contact Person (Grant Writer)
0 Yes Source/Department:
rountp of TOathaii
DEPARTMENT OF FINANCE
25 Aupum Street. Room 118 • Hilo, Hawas, 96220 -4252
(808) 961 8234 • pa. (808)961 -8245
HAWAII COUNTY NONPROFIT GRANTS (FY 2000 -01)
HUMAN SERVICES NONPROFIT GRANTS REVIEW COMMITTEE (HSNPGRC)
FISCAL YEAR ENDING'June 30, 200! DATE OF APPLICATION: 01 _ 3 _
Agency /Prograin(s): 0 Social Services
Check Cateco■ (les) 0 Culture and Arts
• •
(Program Tilte)
East Hawaii Coalition for the Hnmplecs
115 Kapiolani Street
Scattered Sites
Steven Bader
Lucia Clearwater
Steven Bader
Amount of request for County funds: S 3,500.00
Total annual budget of organization: S 505, 250.00
Has the applicant applied for any other funds from the County of Hawaii this fiscal ye.1r?
0 Youth Programs
0 Education
•
Hil, Hawaii 96720
Phone:961 -25 -
Phone:9R5 -9970
Phone:9 61 —2 5 59
4 1 ig srarw d Glen rc 1
5 () t're $tM 4y d
Harry A. Takahashi
D,r « rur
5 K. Schutte
0(7/WV
0 Elderly Programs
0 Other
Transitional Housing
for the Homeless
Briefly, define the program for which funding is being requested:
Transitional Housing Program with Scattered sites and Suppor iv
Services. Comm. No. 4‘7. 015
File No. ADM
(
Ref. TDC
Ref. Date FEB 2 3 2000
eite. :44411
I.
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QUALIFYING STANDARDS FOR APPLICANTS
An applicant must meet all of the following standards:
Be chartered or otherwise authorized to do business in the State for charitable purposes and
exempted from the Federal income tax by the Internal revenue Service.
0 Have a governing board whose members serve without compensation and have no conflict of
interest between their regular occupations and the services provided.
0 Have bylaws or policies which describe the manner in which business is conducted, including
management, audit, fiscal policies and procedures, policies on nepotism, and policies on
management of potential conflict of interest.
0 Have at least one year's experience with the service or activity for which the appropriation is
sought or can otherwise demonstrate to the satisfaction of the County sufficient expertise to
successfully carry out the service or activity.
0 Be licensed and accredited in accordance with applicable requirements of Federal, State and
County laws.
II. GRANT CONDITIONS
The applicant agrees to comply with the following terms & conditions prior to receiving a grant award.
A. Comply with applicable Federal and State laws prohibiting discrimination against any person on
the basis of race, color, national origin, religion, creed, sex, age, or handicap.
B. Agree not to use any public funds for purposes of entertainment or perquisites.
C. Comply with such other requirements as the Director of Finance may prescribe to ensure adherence
by the nonprofit organization with Federal, State, and County laws, and established standards for
fiscal and program management.
D. Allow the Director of Finance, the committees of the council and their staffs, and the Legislative
Auditor access to records, reports, files, and other related documents in order that the program,
management, and fiscal practices of the nonprofit organization may be monitored and evaluated to
assure the proper and effective expenditure of public funds.
III. RECORDS AND REPORTS
A. The applicant shall follow generally accepted accounting procedures and practices and shall
maintain books, records, documents, and other evidence, which sufficiently and properly account
for the expenditure of County funds. The books, records and documents shall be subject at all
reasonable times to inspection, reviews, or audits by the County expending agency, the Director of
Finance, and the Legislative Auditor, or by their representatives.
B. The County expending agency, Director of Finance, or County Council may request periodic
written reports on the use of County funds.
C. The nonprofit organization shall submit a final written report to the Legislative Auditor within
sixty (60) days after June 30 of the fiscal year. The report shall include an explanation of the
public benefits derived from the awarding of the grant and a listing of other funding sources and
amounts obtained during the award period.
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IV. QUARTERLY ALLOCATION
V. GRIEVANCE PROCEDURE
• •
Under no circumstances shall grant funds be disbursed in a lump sum payment. Grant funds will be
disbursed to Grantees only through a quarterly allocation process. The disbursement of grant funds can be
formulated on an equal quarterly apportionment basis.
The applicant will adopt and maintain a grievance procedure to assure proper accounting for any concerns
and complaints about its programs or services that may arise from its members, employees, clients or from
other members of the public.
VI. DISCLOSURE OF INFORMATION
All information, data, or any other material provided to the County by virtue of this application shall be
subject to the Uniform information Practices Act (UIPA), ch. 92F, Hawaii Revised Statutes. All such
material is deemed government record and shall be open to the public and may be provided to other public
and/or private funding sources. _-
VII. CONTINUED ELIGIBILITY
Any applicant or recipient who withholds or omits any material facts or deliberately misrepresents
such facts to the County of Hawaii shall: 1) Immediately be disqualified from consideration for Nonprofit
Grant funding; 0112) be in violation of the terms of the Grant Agreement of County funds in which case a
grant agreement can be terminated by the County and the recipient or provider may be liable to reimburse all
or a portion of any funds received therein.
VIII. ACKNOWLEDGMENT
East Hawaii Coalition for the Homel
(Legal Name of Organization)
hereby agrees to administer the Kihei' Pua Transitional Shelter Program
(Program Title)
in accordance with the regulations, policies and procedures prescribed by the Hawaii County Finance
Department. Distribution of grant funds is limited to grantees, which are in compliance with County
regulations, policies and procedures. The County reserves the right to withhold grant distributions at any
time the grantee is not in compliance. It is the policy of the County of Hawaii and for those who do business
with the County to provide equal employment opportunities to all persons regardless of race, physical
disabilities, color, religion, sex, age, or national origin as mandated by the Federal Civil Rights Acts, as
amended, and any other federal or state laws relating to equal employment opportunities.
IX. AMENDMENTS TO THE APPLICATION/EVALUATION
The applicant assures that it will submit to the HSNPGRC for prior review and approval, a written request
and justification for any changes, additions, or deletions to any portion(s) of the grant application or a duly
executed Grant Agreement of County Funds. The applicant will cooperate and assist in any effort
undertaken by the HSNPGRC to evaluate, inspect or otherwise monitor the effectiveness, feasibility, and/or
cost efficiency of any and all practices, policies and procedures or activities pursuant to this application or
any grant designation or allocation received as a result of this application.
1 ...
X. AUTHORITY AND CAPACITY OF APPLICANT
The applicant certifies that it has the authority and capacity to develop and submit this application, and to
fully administer the program(s) pursuant to this application.
UNSIGNED PROPOSALS WILL NOT BE ACCEPTED!
Signature of President/Chairperson
Signature of Executive Director /Manager
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4
z Dat
I/31/C°
Date
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East Hawaii Coalition for the Homeless, Kihei'Pua Transitional Housing Program
County of Hawaii Human Services Grant Application for FY July 1, 2000 - June 30, 2001
PROGRAM /SERVICE DESCRIPTION
A. Overview:
1. Describe the program for which funding is being requested.
The East Hawaii Coalition for the Homeless (EHCH) is seeking another year of support for both the Emergency
Shelter and Transitional Housing Programs, from the County of Hawaii's Human Services Non - Profit Grant
Program. This particular proposal is written for the funding of the EHCH Kihei'Pua Transitional Housing
Program. A separate proposal is being submitted for the EHCH K lhei Pua Emergency Shelter Program during this
application process EHCH has been fortunate, to have received funding from the County of Hawaii's Human
Services division in past years. This support has been of great assistance in helping to serve the homeless on the
Big Island.
Summary of the Kihei'Pua Transitional Program
The Kihei'Pua Transitional Housing program serves both homeless families with children, and homeless
individuals, who are progressing from emergency shelters with the goal of becoming self - sufficient. The program
provides transitional housing, educational lasses, and case management services for a maximum of two years.
Extensions may granted for clients with extenuating circumstances, however, they still need to meet the goals of
the program. The Kihei'Pua Transitional program is for clients who are " transitioning off" of the welfare system.
Participants are required to be actively seeking and securing employment, obtaining vocational training, or
continuing their education. Clients entering this program come primarily from the Kihei'Pua Emergency Shelter.
Therefore, they have already been verified homeless, and are familiar with our rules and expectations.
Other Eligibility Requirements
Clients requesting housing must have an income determination to verify they are low income, have no income, or
do not have access to income, as is often the case in domestic abuse situations. The Social Security office or DHS
verifies client's income. Clients must be committed to getting a job, or going to school and have a long -range goal
of getting off of welfare to be accepted into the program.
At -Risk Homeless Verification
Verification in writing must be received from referring agencies such as Care -A -Van, the Police Departments,
hospitals, fire departments, etc. In the case of an impending eviction, EHCH will accept letters from landlords and
property managers. A lease agreement must be submitted with eviction letters to verify "at -risk" status.
Facilities of the Transitional Program
There are 6 scattered sites in Hilo available for families with children (One 3- bedroom house in Waikea Uka, One 4-
bedroom house in upper Kaumana, and Four 2- bedroom units in Puueo). In addition, EHCH leases an 8 -unit
apartment building, adjacent to the secured Emergency Shelter, located on Kapiolani Street in downtown Hilo for
singles only. At capacity, these facilities can house between 40-45 individuals depending upon household sizes.
The Transitional program is currently full, and EHCH is looking to add more transitional housing in the coming fiscal
year.
2. What unique or significant service will be provided?
The EHCH Transitional Program facilities are larger than other transitional housing in the county, and better suited
for transitioning families and single clients. All transitional clients receive guidance and instruction through weekly
meetings, life skills classes, support groups and family enrichment activities. Individualized plans are developed
based upon the needs and challenges of participants. The program is designed to provide adequate housing which
is convenient to schools, stores, transportation, and social services. A significant feature of this program is its
"scattered site" approach which places families in typical housing situations and not in concentrated low- income
neighborhoods. Participants have the opportunity, with the guidance of the program staff, to integrate into their
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communities and neighborhoods.
A great example of that mainstreaming potential is our Kapiolani Street Neighborhood Watch Program, which was
initiated by the Transitional Program residents in partnership with the community and the Hawaii Police
Department. In developing this program, EHCH residents had to work with the neighbors to help curb crime
and vandalism in the neighborhood. In that process, EHCH residents and their Kapiolani Street neighbors
Teamed to work together and understand each other. The captain of this dedicated team is a current transitional
client. The opportunity to take leadership in this effort was a boost to her self- esteem, and became a catalyst for
her going back to school, and doing more community volunteer work.
Other services offered by the program include assistance with job searches, enrollment in higher education, and
information for dients interested in purchasing a home or parcel of land. Transitional Program residents also have
access to an Emergency Food Pantry and Clothing Bank in case of financial emergencies.
3. What specific outcomes are to be achieved?
• Provide 16 verified homeless individuals and 6 families with Transitional Housing.
• Develop service plans for 100% of those enrolled into the program.
• Provide case management services comprised of a minimum of 5 service referrals to outside agencies
per participant, and minimum of 200 counseling contacts (case management meetings), per year._
• Assist 100% of the participants with finding permanent housing.
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• Help clients maintain their permanent housing by providing 6 months of follow -up services.
4. How will the proposed program empower participants/clients to become self - sufficient and
facilitates positive social change?
The Transitional Program is able to house 6 families and 16 single individuals at any given time. The families and
individuals in this program benefit by having an extended opportunity to set goals of financial self - sufficiency.
These individuals are housed in the community rather than low income housing environments. The classes that
are provided address social change and the need for our participants to make such changes to improve the quality
of their lives. Moreover, clients entering the community offer their learned skills and productivity thereby taking the
responsibility for their well being away from the community and unto themselves.
B. Problem /Need:
1. What is the problem/need that the program is designed to meet?
There is a serious lack of housing available for individuals and families that are in the 50% or less of the median
income category. The need to develop more affordable housing and transitional housing opportunities for
the homeless was identified as priority issues in the County of Hawaii's Consolidated Plan (1995 - 2000).
Since there is currently a long waiting list for county housing and a critical shortage of rental certificates, the
need will not be resolved anytime soon. Further supporting this assessment is the 1999 Homeless Needs
Assessment Study commissioned by the Housing and Community Development Corporation of Hawaii. According
to the survey, there is an estimated 585 -733 homeless individuals on any given day in the County of Hawaii. The
estimated number of hidden homeless and those at -risk of becoming homeless totaled over 34,000. Approximately
60% of Big Island participants of the study also identified housing placement and a lack of affordable housing as
their most prominent need. This is the potential participant pool for our transitional program.
Families and singles leaving the emergency shelters need the additional two-year period to prepare to transition
from the emergency environment to the general community. The transitional program provides that opportunity.
Clients entering the shelter often need to improve social skills, parenting skills, personal budgeting skills, and poor
credit that results in inadequate housing references. They may also need assistance addressing child and spousal
abuse, a lack of prenatal care, medical and dental needs, low job skills, and substance abuse problems. The
Transitional Program allows these issues to be addressed in a more comprehensive manner so that participants
have a way to transition off of welfare.
At present, the EHCH Transitional Program is serving a total of 40 participants including 16 singles, and 20
children. The emergency shelter is housing 12 families and 7 individuals including 30 children. As current
transitional participants leave the program families and individuals from the Emergency shelter can progress to the
Transitional Program. However, the reality is that we will not be able to accommodate most of them. And, it will be
difficult for these families to obtain permanent housing without the necessary tools needed to maintain housing.
2. Who are the target population and what are the specific needs?
The Kihei'Pua Transitional programs target population are the families and singles that are determined homeless
and come from any emergency shelter, including the Battered Women's Shelter. Priority is given to families that
come from the EHCH emergency shelter. Housing placements and case management services are the primary
needs of our program participants. The program needs to enhance their case management abilities but have been
unable to do so because of budget constraints. The current client-to-case manager ratio for this program is 36:
0.50 FTE. The six month follow -up adds another 36 clients to that ratio.
3. What is the geographical area(s) to be served, facility and hours of operation?
Although all of our housing facilities are located in Hilo, we do serve the entire County of Hawaii, in that we do not
give preference to East Hawaii residents, and have served individuals and families from the west and north
Hawaii in the past.
There are 6 family housing units within the Hilo area - a 3- bedroom home on Kuleana Street in Waiakea -Uka, a 4-
bedroom home in upper Kaumana on Wilder Road, four 2- bedroom units on Puueo Street near downtown Hilo.
The singles transitional housing is located on Kapiolani street adjacent to the emergency shelter.
The EHCH Transitional program business hours are 8:OOam to 5:OOpm, Monday to Friday. Case management is
available during the regular working hours and case management emergency support is services are available 24
hours a day, 7 days a week.
C. Collaboration /Coordination:
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1. What specific measures will be taken to collaborate/coordinate with other
community resources to achieve maximum program efficiency and cost effectiveness?
Program contracts or Memorandums of Understanding have been established between the EHCH and the following
agencies: The Family Crisis Shelter (Kona), Food Bank, Care A Van, Department of Health's Public Health Nursing
program and are on file. New agreements are being sought on an ongoing basis. Other agencies and resources
are utilized on an as needed basis such as:
The American Red Cross, BICIL, BISAC, Care -A -Van, Family Support Services, Queen Liliuokalani Children's
Trust, County Housing, Hawaii Housing Authority, Big Island Aides Project, Quest, Child Protective Services, Dept.
of Human Service (income NTC, WIC, East Hawaii Referral Service), Dept. of Health (Public Nursing), Salvation
Army, Interim Home, Hale Ohana (battered women's shelter), Family Crisis Shelter -Kona, Alternatives to Violence,
Sexual Assault Support Services, State Vocational Rehabilitation, Hawaii Island Food Bank, Hawaii Island Teen
Center, Hilo Counseling Center, Legal Aide Society, 700 Club, St. Joseph's Outreach State Employment Agency,
Alu Like, Board of Realtors, Boys & Girls Club of Hilo, YMCA, YWCA, Hilo Bay Clinic, The Vet Clinic, The Vet
Center, RSVP, Hilo Police Dept., Under His Wings, The Ohana Counseling Services, Hilo United Methodist Church,
Alcoholics Anonymous, Narcotics Anonymous. Some resources are contacted weekly like the Dept. of Health,
Hawaii Island Food Bank etc. The network is constantly being expanded and strengthened.
2. How will these measures reduce or eliminate any existing duplication of services to your
designated target group?
The EHCH maintains direct contact with the agencies mentioned above and receives regular in- service trainings to
ensure that services are not duplicated and to ensure that coordination with the other agencies is appropriate for
clients. Providers who work with our clients, and whose services are similar, have been asked to request a referral
form from our residents. If a client of the EHCH transitional program does not have a referral form, the agency will
ask them to provide one prior to receiving services and /or contacts our agency to confirm that they are not currently
receiving similar services through another provider. For example, all food pantries in are area are faxed a list of our
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clients upon entry into the transitional program. If our clients are service hopping among Food Pantries, we will be
notified, and will work with the client and food providers to assess need and coordinate services.
D. Goal and Objectives:
1. What are the major goals/benchmark of the proposed program?
The primary goal of the KiherPua Transitional Program is to help all of its participants gain the skills,
and training necessary to transition to permanent housing in the community. This will be achieved by:
• Providing 16 verified homeless individuals, and 6 families with transitional housing and support services.
• Providing on -going case management, and developing customized service plans for all participants.
• Providing access to crisis management on a 24 hour basis.
• Providing self - sufficiency classes, which cover topics such as budgeting, life skills, communication, decision
making, energy conservation, household issues, relationship building, and other areas which helps to prepare
clients for independence in the community.
• Providing personal development courses that address child rearing, domestic violence, substance abuse, and
stress management.
• Providing appropriate referrals to partner agencies and connecting clients with resources in the community.
• Providing access to 24 Hour Food Pantry and Clothing bank as necessary.
• Providing clients with follow -up services for 6 months after exiting the program, to help ensure their
maintenance of permanent housing, and monitor the progress made on their service plans.
2. What specific objectives/action steps are planned for each goal?
Our objectives for meeting our primary program goal is:
1) 75% of the program participants achieve 75% of the goals they set in their individualized service plan; and
2) 75% of our program participants secure permanent housing upon leaving the program.
After a decade of experience as a housing and homeless provider, we understand that placement in permanent
housing is only temporary, especially if the underlying cause has not been dealt with appropriately. Having
participants address the reasons for their homelessness is a much more productive way to gauge success, and
leads to a greater chance of breaking the cycle of homelessness.
3. What is the timeline (start and end dates) for each action step?
Upon entry, transitional housing participants are required to meet with their Case Manager and review their social
service plans within three days of moving into their housing. Participants meet with their case managers weekly,
and report any progress or problems. Transitional clients also have life skills and self sufficiency courses several
times per month. They have up to 24 months to meet their overall goal of securing permanent housing, jobs,
training, and or continuing education.
4. What significant client outcome(s) will the program achieve?
Projected outcomes for the 24 month program are as follows:
12 individuals and 4 families will transition into permanent housing.
10 individuals will enroll and /or complete a training /educational program.
10 individuals or head of households will obtain some form of employment (FT/PT).
5 individuals and 2 families will transition off of welfare.
Case Management & Service Plans
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10 individuals, and 4 families will maintain permanent housing for a minimum of six months after leaving the
program.
E. Service Delivery:
1. What methodology will be used in the proposed program's delivery of service(s)?
Approach of Services and Workplan of the Transitional Shelter Program
Admission & Orientation
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The Kihei'Pua Transitional Program helps participants become self - sufficient and obtain permanent housing. All
residents of the Ihei'Pua Emergency Shelter and other area emergency shelters are eligible to apply for the
transitional program. Should their only be one unit available in either the family or singles units a point sheet will be
utilized to determine and justify who is more appropriate for the program.
Each applicant family is given the Transitional Manual and a brief orientation by their Case Manager and must
consider the location of the houses or apartments, what schools are available, is their transportation available, etc.
If the applicant is interested in the program the client may apply for the transitional house by requesting an
application from their Case Manager. The application for transitional housing consist of and intake form, point
sheet and service plan. The point sheet and service plan are the tie breaking tools should more than one client
apply when only one unit is available.
The application is completed and submitted to the Case Manager who then calculates what the income and
transitional fees will be and completes the point sheet with the client. The application the goes to the Program
Director who reviews the application, checks for completeness, and makes his/her recommendations to the
Executive Director and the application is then given to the Executive Director. After the approval/denial a copy of
the application and /or the denial form is given to the case manager. The case manager then meets with the client
to review the Executive Directors decision, work out whatever changes are necessary to the program agreement
and service plan. The Case Manager then gives the family a detailed orientation and review of the final agreement,
or assist the client in filing a grievance.
Case management services include the above application and assessment process. After the contract and service
plan are negotiated and executed the client may move into the unit. At that time the case manager will assist the
client with their needs list. The family is given three days to settle in their home. The case manager will then have
their first case meeting, at which time the service plan is implemented and appropriate referrals for school, medical
and social service agencies are made.
Service plans identify barriers and ways to overcome them. They are originally developed with the client before
entry into housing, however, they are updated or revised periodically depending on the clients needs and
achievements. Service plans outline goals to be achieved with anticipated deadlines for completion of the tasks.
Service plans are mutually agreed upon between the agency and the client and are reviewed weekly. Weekly goal
sheets assist the client in each step necessary to overcome barriers as identified in the service plan. Service plans
are revised as necessary. The goal sheets are also the record of accomplishments made by the client in the
previous week. This allows the client and the Case Manager to see achievements, or unmet goals that can be
evaluated. While in crisis, clients often cannot see the solution to a problem, or they may have so many barriers
that they are overwhelmed as to where to start. The goal sheets assist clients so that they can focus on one or two
items at a time and feel a sense of accomplishment as goals are completed.
Goals for the children may vary but could include grade point average to be maintained, house chores, sibling
sitting while mom/dad attends school, decisions on school activities to be participated in, participation in the
transitional activities, preparation for college or technical school, psychiatrist, telephone guidelines, curfew, etc. All
goals for the children are determined with the parents and child's complete agreement and participation.
t.
r
Since the transitional program's main purpose is for self- sufficiency these clients have short-term and long -term
goal setting and achievement tracking. One of the issues that homeless families have is that they cannot see the
future and live day to day. This is mainly due to the fact that they do not feel they have a chance to achieve higher
goals. Some goals they will be able to reach while in the program some will be accomplished after leaving the
program. Goal setting and tracking also lets the family see their achievements are tangible and that there goal's
are achievable.
Classes
Budgeting and Life Skills classes teach clients how to secure housing once they have it. Budgeting classes assist
client in clearing up any bad debts that they may have in the community. This is an obstacle that most homeless
have in transitioning back into the community. The case manager will assist the client in addressing bad credit in a
responsible manner and review the obligations attached to signing a lease. The EHCH will help clients in finding
suitable and affordable housing once the family feels it is ready to be transitioned. Personal development courses
that cover topics such as parenting, substance abuse, domestic violence, and anger and stress management, will
be available several times a month, and will be conducted by a combination of EHCH staff and participating human
services agencies.
Transition & Follow -up
F. Evaluation:
• •
Once clients have found permanent housing they are transitioned out of the program. Our transitioning process
includes preparation for a change of school or childcare for the children, transportation issues, preparing a list
existing support services still needed from the program, and linking families with resources in the community they
are moving to. The Case Manager follows -up with clients for six months after they exit the program to monitor their
progress This is done by office contact, telephone calls, and mail.
The EHCH program rules require clients to be substance abuse free and maintain their yards, and keep their units
safe and clean. House inspections are conducted on a regular basis.
Weekly Meetings with Clients
The weekly meetings between clients and Case Managers provides another opportunity for clients to
communicate issues with the program. The Case Managers collect the information and presents the
issues of concern to the Program Director and the Executive Director. If the Case Manager is unable to
address the issue, the issue will be referred through the chain of command (Program Director, Executive
Director, Board President, and Board of Director's Programs Committee).
Effective Program Development and Management
A. Weekly and Monthly Reports
The Case Managers provide weekly and monthly reports to the Program Director that entails clients'
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1. What process will be used to evaluate the program and service(s)?
To ensure total quality management of programs, EHCH has developed the following control measures:
Client Questionnaire
The EHCH has a measurable instrument designed for clients to evaluate the emergency/transitional shelter
program that they are exiting. This questionnaire can be given to the clients to fill out and return with their
name or be anonymous. Another method offered to clients is having their Case Manager do an exit
interview to discuss the effectiveness of the program. Once the questionnaire has been filled out, it is
reviewed by the Program Director. All suggestions for improvement, grievance, or complaints are shared
with the Executive Director for necessary follow up and remedy.
Suggestion Box
The organization has placed a suggestion box that is visible for clients to submit their suggestions for
improvement. The Executive Director checks the locked box weekly to address any concerns.
Suggestions and concems are shared first with the Board President and if deemed necessary with the
Board of Directors.
• •
C. Regular Evaluation of Program
EHCH has implemented a plan to evaluate program progress and compliance (at least on a quarterly
basis) with the objectives and requirements set forth in each proposal to funding sources. The Program
Director will conduct an in -house program audit that will determine if the program objectives and outcomes
for the past quarter have been met in accordance to EHCH standards and the requirements of the funding
source. Methods wilfinclude reviewing the Case Managers' assessment, the development and
implementation of the social services plan, monitoring and follow up efforts with clients. The Executive
Director will review the quarterly audit and develop a plan for maintaining compliance and for effective
program management. The programs are evaluated, however, on an on -going basis.
The EHCH Board of Directors has a Programs Committee that evaluates program on an annual basis.
This evaluation process is comprised of a program audit, which will review objectives and outcomes, and
whether or not EHCH is complying with grantors requirements.
2. How will this process measure the outcomes specified in item D, (1 -4)?
The evaluation and quality assurance process includes the measuring of the program goals and objectives.
The Program Director, Executive Director, and the Program Committee compares the projected outcomes
and the actual outcomes achieved in a month/quarter/year. If there are variances in meeting the projected
goals and objectives, the monthly report conducted by the Program Director will reflect the explanations.
Moreover, within 30 days, an action plan will be developed by the Program Director, to make sure every
effort is made to meet the program goals. If there are any large variances or unmet goals, this process it
will be identified at an early stage. If there are valid explanations for why the agency is not achieving their
program goals and objectives, County of Hawaii's Human Services division will be notified, and altemative
measures can be taken.
All transitional families and single clients pay program fees using the same formula as Section 8 housing: Total
income, minus $485.00 per dependent, times 30 %. The maximum that the agency will charge is $406.00
b. Describe how you will ensure that all interested participants will be
included despite the inability to pay the entire fee.
By using the Section 8 Housing formula, EHCH ensures that all participants regardless of their income level will
have an equal opportunity to enter the transitional program. However, we do have a process in place for clients
that need to make temporary financial arrangements due to extenuating circumstances.
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activities, progress, and any program issues. The Program Directorprovides the Executive Director with a
monthly program report that gives a summary of program management
B. Daily and Weekly Review of the Daily Log
The Program Director and Executive Director are responsible in reviewing the daily log that contains shelter
and client activities, progress notes, and the house plot. The Shelter Aides complete daily logs within their
work shifts. The Program Director and Executive Director reviews the daily log and follows up with the
presented and potential issues or concems. This enables the EHCH managerial staff to address correct,
or provide training to staff to deal with such issues/concems within a maximum of one week. Serious
issues or concems are immediately brought to the attention of the Program Director and Executive Director
for action.
G. Program Fees:
1. Does your organization charge a membership fee for service participants?
Our organization does not charge participants membership fees.
2. Does the proposed program charge participants a fee for service(s) provided by your organization?
[If yes]:
a. Describe or attach fee for service information; and
H. Viability:
1. What is your justification or rationale for the expenditure of public funds for the proposed program?
The East Hawaii Coalition for the Homeless operates the only comprehensive transitional housing program serving
the county. We believe that by providing housing for the less fortunate, and helping them to re-enter the community
as productive citizens, we are in fact contributing to the economic development of the county.
Our grant request from the County of Hawaii Human Service, is $3,500 which will be used to help cover program
operating expenses — specifically utility costs. We believe that this is a modest request given the scope of services
we provide through this program.
2. What are your financial and programmatic plans to sustain the proposed program beyond the
upcoming fiscal year'?
To sustain the program for the upcoming fiscal year EHCH will be forwarding proposals to the Housing and
Community Development Corporation of Hawaii (HCDCH) Homeless Programs, and Hawaii Island United Way.
Smaller grants will be submitted to private foundations administered by the Hawaii Community Foundation and
others. EHCH is also in the process of formulating a comprehensive fund development plan to increase community
and corporate contributions. The agency is also exploring collaborative funding proposals with other agencies, and
developing more service partnerships to provide,better coordinated and cost effective services.
Another area under consideration is the development of more intemship, practicum, and volunteer opportunities to
bring more human resources to our efforts. While we have been using these forms of support for many years now,
it has never been done in programmatic fashion
I. Budget:
1. Complete the attached Budget tables; and
2. Provide the appropriate attachments, as indicated
Required budget materials are attached.
See attached Budget tables and required materials.
ORGANIZATION /AGENCY INFORMATION
A. Board of Directors:
1. Has the organization's Board of Directors received formal training within the past two fiscal years?
Yes, See Attached Verification
8
The EHCH Board of Directors has received formal training on 01- 23 -99, through the HELP for Non - Profits program
by the Hawaii Community Services Council. Please see attached certification.
2. What are the primary roles and responsibilities of your organization's Executive Director?
The Executive Director is responsible for the day to day operation of the agency, the work performance of its staff
and implementing Board policy. The Executive Director, as the chief social service coordinator, shall be
responsible for the effectiveness of case management services, it's programs, and its volunteers. The Executive
Director shall also be the Chief Financial Officer responsible for the fiscal management of the agency.
The Executive director shall perform such duties as are assigned by the Board.
3. What are the primary roles and responsibilities of your organization's Board of directors? (Clarify role of
executive officers vs. general membership).
The Board Of Directors manage the affairs of the corporation.(EHCH. Bylaws/Article IV /Section 4.01 - Generral
Powers).
9
The officers of the corporation shall be a President, Vice- President, A Secretary, And A Treasurer. The Board may
elect or appoint such other officers as it shall deem desirable, such officers to have the authority and perform the
duties prescribed, from time to time, by the Board the offices of the Secretary and the treasurer may be combined
and held by one person. (EHCH Bylaws /Article V /Section 5.01-0ficers).
B. Past Performance:
• •
The Corporation shall have one Bass of members. Members may be individuals or organizations. Any Legal
competent person of good reputation who resides in the County Of Hawaii, and applies for membership shall be
eligible. (EHCH Bylaws/Article II /Section 2.01- Eligibilty For Membership).
1. How effective has your organization/agency been in achieving program goals
in the past two fiscal years? Include the following information:
a. Quantitative data on numbers served; and
For the years 97/98 and 98/99 the transitional program served a total of 64 unduplicated
individuals.
Kihei Pua Transitional Shelter (Unduplicated Head Count)
1997/98 1998/99 1999/00 (Estimate)
25 39 45
It is estimated that by June 30, 2000 EHCH would have served approximately 45 individuals.
b. Qualitative data showing number and % of participants achieving measurable outcomes.
Of the 64 individuals 50% entered into permanent housing and maintained that housing for a period of 6 months
since exiting the program. All 64 or 100% of the individuals completed 75% of their initial social service plan.
Approximately 20 or 30% successfully enrolled in a education/employment training. 10 or approximately 15 %
obtained and maintained employment, 10 individuals or approximately 15% transitioned off of welfare, 12
individuals continue to participate in the program. All EHCH programs have a goal of stabilizing homeless
persons by providing a safe, decent and sanitary shelter and by meeting their basic needs. Providing food,
shelter, clothing and resources so that families may stabilize and concentrate on barriers and goals does this.
C. Financial:
1. Have your organization's current program operations remained the same as the last year? What major
program or financial changes will be incurred next year?
Yes. The EHCH continues to implement its main programs, the Kihei Pua Emergency Shelter and the Kihei Pua
Transitional Housing program. However, as an extension of the Emergency program we recently opened an
outreach office in Pahoa to serve the lower Puna area. We will be doing primarily intake, assessment, and referral
service there and we will partner with several other agencies to form a multi-service center. This new office will
increase our operational budget, and we will continue to seek funding to acquire more housing units.
2. What is the status of all of your organization's major contracts or agreements for the coming year
(employment agreements, office leases, primary grant revenue /supplier, etc.)?
EHCH is currently under contract with the Housing and Community Development Corporation of Hawaii Homeless
Programs for both the emergency shelter and transitional housing program through June 30, 2000. We also have a
grant through Hawaii Island United Way, and recently secured funding from the Federal Emergency Food and
Shelter Program to supplement our food pantry. We intend to submit proposals to HCDCH, and Hawaii Island
United Way, for FY 2000 -01, along with other smaller grant requests to support specific projects of the EHCH.
Our Emergency shelter and administration office is on a lease with the county that expires in August 2001.
All other facilities and housing leases are in force, and renewable at different times during the year.
•
3. How does the proposed program fit into your organizations long -range financial plan?
The Transitional Housing Program is an agency priority, and we will continue to look for resources to
support this endeavor. Current statistical data indicates that homelessness in this county is rising, and the major
need is in transitional and affordable housing. EHCH intends to develop more transitional housing inventory over
the next two years, and hopes to work with a community coalition to expand this program.
D. Monitoring:
1. During the two (2) fiscal years, what financial and /or administrative monitoring has your
organization received from any and all funding sources?
For the years 1997/98 and 1998/99 EHCH received a program audit by the State's Housing and Community
Development Corporation of Hawaii. This audit examines program and fiscal compliance. Hawaii Island United
Way does annual site visits and evaluations. Organization financial audits are conducted annually by an
independent CPA firm. Moreover, financial reports are reviewed by the EHCH Board Treasurer, Finance
Committee, and the entire Board of Directors, to ensure that the agency stays in compliance with its funding
sources.
Please list all monitoring sources, contact names and phone numbers.
Helen Hemmes, Chief Professional Officer, Hawaii Island United Way, (808) 935 -6393
June Tong, State HCDCH, Homeless Programs Specialist , (808) 832 -5930
E. Alcohol, Tobacco and Drug-Free Workplace Policies and Information:
1. How does your organization address alcohol, tobacco and other drug prevention
information dissemination as part of your workplace and/or program environment?
See attached Alcohol and Drug policy.
I0
14777 r*...r M1 - im +�'Y+h. -4
EAST HAWAII COALITION FOR THE HOMELESS
ORGANIZATIONAL CHART
y.4 _ TSN 774 4„%a 7. 4 7 447,7 7 7 7 . 7 , Yf.TM./ 5« A, v& t. to n.
BOARD OF DIRECTORS
12 -15 MEMBERS
VOLUNTEERS
EXECUTIVE DIRECTOR
STEVEN BADER
FT
CASE AIDE
LAURIE PELEKANE
FT
SHELTER AIDE
MALISA LEE
PT
CASE MANAGER
ROXIE TUBBS
FT
SHELTER AIDE
CARL NAKAYAMA
FT
SHELTER AIDE
RICHARD KACSUR
PT
CASE MANAGER
JENNIFER GARRETT
FT
SHELTER AIDE
BRUCE WILLIAMS
FT
SHELTER A IDE
STACY PACHECO
PT
ADMINISTRATIVE ASSISTANT
SANDRA MOSES
PT
PROGRAM DIRECTOR
JUDY SEGOBIA
FT
SHELTER AIDE
REGINA MILLER
PT
East Hawaii Coalition for the Homeless
Board of Directors 2000 -01
Name
Lucia Clearwater
Pacific Rim
Paralegal Services
Charles Bill Vice Pres.
Polynesian Mgmt.
Beverly Papalimu Treasurer
Realtor
Ola Jenkins Secretary
Alu Like
Lorraine Shin Past Pres.
Express Employment
Thomas Anthony
Self - Employed
Patricia Martinez
Kuakahi Mediation
Debbie Soares
Living Waters
Church
David Pellani
Donald James
Associates
Meeting Schedule:
Board of Directors:
Executive Committee:
Finance Committee:
Director
Director
• •
Position Address
President P. O. Box 813
Volcano, HI 96785
Director
Director
345 Kauila
Hilo, HI 96720
1240 Kaumana Dr.
Hilo, HE 96720
184 Puueo St.
Hilo, HI 96720
Phone
(h) 985 -9970
(h) 933 -1307
1053 Kaumana Dr. (h) 961 -5122
Hilo, HI 96720
(h) 969 -7643
(w) 934 -9180
(h) 961 -6757
(w) 934 -9180
(f) 961 -5652
2306 Kalanianaole (h) 961 -9609
Hilo, HI 96720
P.O. Box 2070 (h) 934 -7744
Keaau, HI 96749 (w) 935 -7844
e -mail: pattyjohuf @hotmail.com
P.O. Box 1807
Pahoa, HI 96778
(h) 965 -7228
(w) 934 -8707
P.O. Box 147 (w) 974 -3014
Naalehu, HI 96722 (f) 974 -8946
e -mail: profiles@greensand.net
3` Monday of the Month ® 6:00 p.m.
2nd Monday of the Month @ 5:00 p.m.
2 "d Monday of the Month @ 4:00 p.m.
Terms
12/00
12/01
12/02
12/02
12/02
12/02
12/02
12/02
12/00
Board of Directors
Nancy Berry
Praaoem
'-Cale Feldman
V w President
Delores Foley
vice President
;ernes Hasselman
Sea_lay- Treasurer
Mervata Cash -K000
Sen. Suzanne Chun Oakland
Celeste Fax
Rep. Nestor Garcia
Lisa Gibson
Jule Hugo
Lynne Joseph
Joseph Lapilo. III
Brad Woman
Robert E. Moog eot
J. Edd New
Ivy Oson
Hany E Skidmore
Kevin Spray
Tek Sugitrate
Mlchael R. Walsh
SueWesaelkamper
Allan Yasuo
Dan Watanabe
Executive Director
Sources of Support
Akita United Way
Atertcn Family Foundation
Wilson P. Cannon Fund
Harold K. L. Castle Foundation
Samuel N. and Mary Castle
Foundation
Mary D. and Wafter F. Freer
Eleemosynary Trust
Hawaih Comm* Foundation
H itachi Foundation
HMSA Foundation
K aproleni Hems
Mdnemy Foundation
Organizational end Indrviduel
Members
Ronald McDonald House Chanties
hagy and Jeanette Weinberg
Foundation
Xerox Corporation
Jamas and Saly Zukerkom
Foundation
Programs
ASK -2000
Castle Colleagues
Commune) PIanrting/Outwmes
Ke Ala Hdku
HELP for Nonprofits
Weinberg Feces
A Un'md VJay Nc+nter Agency
•
ttir
Hawai`i Community Services Council
CERTIFICATE OF COMPLETION
This certifies that HELP for Nonprofits provided
training in "Essentials of Successful Boards" for
members of the Board of Directors of East Hawaii
Coalition for The Homeless on January 23, 1999.
CG
munity Services Planner
2W North Vneyard Blvd., Sue 416, Hur tutu. HI ee817-3t
Phone. i806) 521-3651 Fax (60E) 539-3555
Date
Stephen K. Yamashiro
Mayor
Prepared by: Sandra Moses
• •
ountp of ji9ainatt
DEPARTMENT OF FINANCE
25 Aupuni Street. Room 119 • Hilo. Hawau 96720.4252
(809) 961.8234 • Fax (808) 961 -8243
HAWAII COUNTY NONPROFIT GRANTS (FY 2000 -01)
FINANCIAL QUESTIONNAIRE
Please include as an attachment an explanation for all "NO" answers to questions H I thru 11 belov.c
Yes No
I. Has the agency operated continuously for the past three (3) years?
( 2. Has the agency operated with a positive cash flow for the past (3) years?
Harry A Takahashi
D 'rca"r
S K. Schulte
Dcpuy
V 0 3. Does your Board of Directors approve a detailed cash flow budget before the beginning of
,/ each fiscal year?
V 0 4. Do your Board meeting minutes show that quarterly financial statements are approved?
l(_0 0 5. Is your equity balance at least 20% of your Total Liability balance?
(1 0 6. Is your Total Current Asset balance larger than your Total Current Liability balance?
0 7 Are bank reconciliations and accounting performed by someone other than the check signatory?
(9C) 8. Are you fully insured for the agency's vchicle(s) and building(s)?
( 0 9. Is your Workers' Compensation at least 2% of payroll?
V0 10 Are you current (not delinquent) on all payroll and payroll tax payments?
0 1 I Is the agency free of any pending litigation, liens or judgments?
0 (1 12. Within the past 12 months, has the agency applied for vendor or bank credit and was
denied credit? If yes, please explain.
As the grant applicant, / certify that the agency has satisfactorily responded to each of the above questions and explained as
needed l hereby cert f that this information is true and correct to the best of my knowledge.
Agency: East_H3wa i rnalifinn f Romp i pcs. Phone: 941_2559
Print Name/hide S ggnnaturc Date / /,,
Cf...,nr, nnrinr t ... A.if( // /I e /4tA
• n 1 A.
BICH
East Hawaii Coalition for the Homeless Inc.
1/28/00
TO: HSNPGRC
County of Hawaii
FR: Steven Bader •
Executive Director
RE: Pending Litigation
The East Hawaii Coalition for the Homeless is in litigation over an employment issue that
has been pending for several years. We expect this issue to be resolved within the current
fiscal year. Please see the attached letter from our attorneys regarding this matter.
0 A Hawaii Island United Way Agency
� 4 Cooperating in Business and industry
0
• •
115 Kapiolani Street
Hilo, Hawaii 96720
Phone: (808) 961 -2559
Fax: (808) 935 -1720
Enrol ehchuinterpacnct
Harry A. Takahashi
County of Hawaii
Department of Finance
25 Aupuni Street, Room 118
Hilo, HI 96720 -4252
Dear Mr. Takahashi:
• •
TORKILDSON, KATZ, FONSECA, JAFFE,
MOORE & HETHERINGTON
ATTORNEYS AT LAW, A LAW CORPORATION
100 PAUAHI STREET. SUITE 206
HILO, HAWAII 96720
TELEPHONE (808) 961 -0406 • FACSIMILE (808) 935-6725
January 31, 2000
RE: East Hawaii Coalition for the Homeless
NEWTON J. CHU
E -MAIL: newtonc a(�,aloha.net
In response to a request from the above - referenced company, please be advised
that as of June 30, 1999, and for the period of that date to the date of this response, our law firm
did engage in providing legal services to East Hawaii Coalition for the Homeless ( "EHCH ") in
connection with Maths R. DuCharme- Brodie vs. EHCH, etal. Our engagement is limited to the
defense of an employment related claim and we were retained by Executive Risk, EHCH's
insurance carrier.
Although this firm is employed by the Company on a regular basis, our employment is
limited to those specific matters which are referred to us by the corporation, and there may exist
many matters of a legal nature about which we have not been consulted. We have not
undertaken to review generally the corporation's books, records or affairs or the public records of
the State of Hawaii to discover facts which might form a basis of a claim against the Company or
other contingent liability. Our comments in this letter are therefore limited to matters which
have been referred to us as counsel.
This response is limited by, and in accordance with, the ABA Statement of Policy
Regarding Lawyers' Responses to Auditors' Requests for Information (December 1975); without
limiting the generality of the foregoing, the limitations set forth in such Statement on the scope
and use of this response (Paragraphs 2 and 7) are specifically incorporated herein by reference,
and any description herein of any "loss contingencies" is qualified in its entirety by Paragraph 5
of the Statement and the accompanying Commentary (which is an integral part of the Statement).
HONOLULU OFFICE • 700 BISHOP STREET, 15TH FLOOR HONOLULU • HAWAII 96813 -4187 . TELEPHONE (808) 523 -6000 • FACSIMILE (808) 523 -6001
KAILUA -KONA • HANAMA PLACE, SUITE 105 . 75 -5706 KUAKINI HIGHWAY • KAILUA -KONA, HAWAII 96740 -1717 • TELEPHONE (808) 326 -9094 . FACSIMILE (808) 329-3837
•... ,. n._.__ n, rn,,.... r...rr. O, inn. mu, RA.,,, u....... nc-.no T,-.r...., -,.r , ono■ 9A7M709 PAPCU,pc Irmo, •... ....r
Sandra J. Miyoshi
January 24, 2000
Page 2
NJC /her
\ \Her \her -c \My Documents\audit \EHCH AUDtT(2).doc
TKFJM &tI
• •
The information set forth herein is as of the date of this letter. We assume no further
obligation to advise you of changes which may hereafter be brought to our attention.
This letter is not to be quoted or otherwise referred to in any financial statements or
related documents of the company, nor be filed with or furnished to any governmental agencies
without, in either case, our prior written permission.
I also wish to specifically confirm our understanding with our client that if, in the course
of performing legal services for them with respect to any matter recognized to involve possible
claims or assessments that might require financial statement disclosure, we should form a
professional opinion that our client should disclose or consider disclosing such possible claim or
assessment that, as a matter of professional responsibility to our client, we would so advise them
and consult with them to the extent requested concerning the question of such disclosure.
Very truly yours,
TORKILDSON, KATZ, FONSECA, JAFFE,
MOORE, & HETHERINGTON
Attorneys at Law
A Law Corporation
Ne
Chu
Name
Degree
&
Field of Study
Admin.
Staff
Staff of
Grant
Program
Othe
r
Staff
Full
Time
Part
Time
Position Title
Steven Bader
B.A Communications
Graduate Study - Social
Sciences
X
X
Executive Director
Judy Segobia
Human Services
X
X
Program Director
Roxie Tubbs
B.A. Political Science
Marriage/Family
Therapy TPY
X
X
Case Manager
Staff Information Sheet
•
COUNTY OF HAWAII
HUMAN SERVICES NONPROFIT GRANTS (FY 2000 -01)
1
• •
EXECUTIVE DIRECTOR
SALARY: (Determined by Board of Directors)
NATURE OF WORK:
The Executive Director shall be employed and be evaluated by the East Hawaii
Coalition for the Homeless, Inc. (EHCH) Board of Directors and through the
President of the Board receives direction, pursuant to the by -laws of East Hawaii
Coalition for the Homeless, Inc. (EHCH), dated March 15, 1988. The Executive
Director, as the Chief Social Service Coordinator, shall be responsible for the
effectiveness of Case Management Services, its Programs, and Volunteers, task
accomplishment, ways and means of accomplishing results. The Executive
Director shall also be the Chief Financial Officer and will be responsible for all
fiscal management. The Executive Director shall perform such duties as are
assigned by the Board of Directors and shall have the following duties and
responsibilities:
1. Assumes full responsibility of administrative and operational decisions
required for the maintenance and operation of the EHCH programs and
overall management of the shelter, the work performance of its staff and
implementing Board Policy as delineated by the Board of Directors.
2. Responsible for the implementation and maintenance of a balanced
budget, with assistance as needed from the Coalition Treasurer.
3. Solicits operational funding from granting institutions and other funding
sources and develops funding proposals and contracts.
4. Develops fiscal, operational and statistical reports as requested by the
Board of Directors, regulatory agencies, the State of Hawaii, the County
of Hawaii and others requiring such reports. ..
5. Acts as a resource person to the Board of Directors and
attends Board and Committee meetings, as requested.
6. Advises the Board of Directors in the development of policies and
implements those policies through the development of program
procedures.
7. Develops and recommends to the Board of Directors plans and
programs to implement East Hawaii Coalition for the Homeless mission
and goals.
JOB DESCRIPTION
EXECUTIVE DIRECTOR
• •
8. Ensures the development and implementation of a networking system,
which connects shelter residents and other homeless persons with
employment, social, medical, mental health, recreational, childcare and
entitlement programs.
9. Functions as Staff Supervisor; conducts all staff evaluation; appoints and
discharges staff, as necessary;
10. Establishes work schedules for staff;
11. Provides for the continuing education of all staff; and ensures
recruitment, training, and utilization of volunteer staff for programs;
12. Conducts weekly staff meetings. Ensures clear lines of communication
and provides for staff support resulting in a spirit of teamwork and
cooperation among all staff;
13. Represents EHCH in the community; acts as agency liaison with other
Directors of Human Service Agencies; and maintains the program in
accordance with existing laws, legal requirements, and regulations;
14. Reviews shelter log daily and follows up on any issues requiring
attention and or actions;
15. Ensures that property and facilities are maintained properly so as to
provide a safe and clean environment for staff, residents, and
volunteers;
16. Performs other job - related duties as assigned by the Board of Directors.
MINIMUM QUALIFICATIONS:
1. Bachelor's degree (preferably in Human Services); relevant experiences may
be substituted at 18 months work experience per year of education.
2. Three years experience in a position requiring organizational, administrative
and managerial skills, preferably in a social services education.
3. Experience in a position requiring public contact and networking with
agencies.
2
3
4
• •
JOB DESCRIPTION
EXECUTIVE DIRECTOR
4. Experience in Grant Writing and fiscal responsibilities.
5. Experience with Hawaii County, State, and Federal Agencies.
6. Ability to work with low- income groups and other program recipients.
DESIREABLE QUALITIES:
1. A positive attitude, common sense, and the ability to communicate
effectively and clearly; and to make decisions.
2. Commitment to Program goals and policies.
3. Willingness to learn new skills.
4. Ability to work with people and take on responsibilities.
OTHER REQUIREMENTS:
1. Up -to -date TB test and physical examination.
2. Possess a valid Hawaii Driver's License.
3. Drug Testing (random 9/97.)
Revised 04/06/98ra
3
• •
PROGRAM DIRECTOR
1OB DESCRIPTION
SUPERVISOR: Executive Director
SALARY: $28,000 - $34,000
The Program Director is responsible for the monitoring and delivery of
quality services within the limits of the budget under the supervision of
the Executive Director.
RESPONSIBILITIES:
1. Works with the Executive Director to develop and initiate the
program plan and respond to community needs and client needs as
they change.
2. Responsible for coordination and integration with other EHCH
programs.
3. Responsible for ongoing maintenance of client files, data collection
computerized data entry and statistics, and making reports to
funding agencies.
4. Initiates document and maintain ongoing relationships with
community organizations and other needed services for clients and
staff.
5. Develop, initiate and maintain a case management base for client
services, which will include ongoing training for direct service staff
under the supervision of the Executive Director.
6. Fosters staff advocacy of clients.
7. Develop, initiate and implement with the Executive Director means
and methods of securing material and service needs for the
program.
8. Identify, organize and provide needed ongoing training for staff.
9. Responsible for case managing four cases.
10. Responsible for supervision and ongoing evaluation of staff.
11. Follows guidelines of contract requirements to aid the target
population.
JOB DESCRIPTION
PROGRAM DIRECTOR
12. Responsible for the implementation of a balanced budget under the
supervision of the Executive Director.
13. As well as other duties as assigned by the Executive Director.
QUALIFICATIONS:
Graduation from an accredited college or university with a BA in Human
or Health Care Services of a related field, or extensive experience in the
field of human services. One year of experience in program devilment
and implementation. Effective interpersonal and group skills.
Comfortable and interested in working with the target population.
Knowledge of service providers and geographic areas. Minimum of 1 -3
years supervisory experience. Up -to -date TB test and valid Hawaii Drivers
License.
DESIRABLE QUALITIES:
1. Self- motivator and able to motivate clients and staff in a positive
way.
2. A positive attitude, common sense, and ability to communicate
effectively and clearly; and to make decisions.
3. Commitment to program goats and policies.
4. Willingness to learn new skills.
5. Ability to work with people and take on- responsibilities.
Revised 04/06/98 ra
2
SUPERVISOR: Program Director
SALARY: $22,000 - $28,000
• •
CASE MANAGER
JOB DESCRIPTION
The Case Managers goal is to work with the client to try to determine each clients
underlying cause of homelessness or whether the client will be chronically homeless and
refer them to the appropriate agency and to assist the client in obtaining self - sufficiency.
The Case Manager's responsibility is to assess, develop, implement and monitor a
comprehensive Individual Service Plan (ISP) for each homeless family and/or individual
of EHCH, with the primary goal of obtaining permanent housing for clients. The
approximate annual caseload for 1 FTE will be 63 families.
MAJOR DUTIES:
1. Screen applicants for transitional housing.
2. Develop and coordinate a mutual Individualized Service Plan between each
family /individual/child and EHCH with dates, goals are to be accomplished with
the client's and EHCH's signature indicating mutual agreement of the dated plan.
a. assessment of strength/areas for development
b. specific objectives related to achieving permanent housing.
c. maintains daily contact with shelter families and weekly contact with
transitional housing families to monitor progress
d. maintain documentation on EHCH services provided in the client's file
and all other information obtained by the Case Manager from other service
providers.
e. completes exit interview noting the evaluation tool for the Executive
Director and narrative summary within one week exit,
3. Identify services and provide linkages to help clients obtain services specified in
ISP.
4. Provide client advocacy to assure that services and resources are accessible.
5. Meet with clients as needed.
6. Non - voluntary and voluntary eviction of clients from shelter as directed.
7. Develop comprehensive curriculums for Life Skill Classes and Parenting Classes
The first case management meeting with the client will be within three days after intake
into the shelter.
CASE MANAGER
JOB DESCRIPTION
PAGE 2
• •
Each case management meeting with the client is a minimum of once a week at the
shelter for shelter clients and in the transitional home with transitional clients and will
include, but is not limited to:
a. New weekly goals.
b. Recent accomplishments
c. Budget, including recent updates, savings monitoring
d. New referrals to networking agencies and VISTA's
e. Medical referrals and verification of medical appointments completed.
f. Parenting needs. --
g. Food bank and clothing bank usage review
h. Classes attended and where
i. Violations written for absence of life skills class, residents meeting,
parenting class, house inspection, etc.
j. Case manager does verification for all entitlement programs such as DHS,
SSI, VET Center, ATV, Court, CPS, County Housing, Hawaii Housing
Authority, etc.
CLASSES & MEETINGS WITH CLIENTS:
1. Conduct Parenting & Life Skills classes a minimum of once a week for shelter
clients at the shelter. For transitional clients Parenting & Life Skills classes
occurs in the home, rotating homes each week.
2. Residents' meeting happens once a week at the shelter for shelter clients and for
transitional clients after Life Skills class in the transitional home that the class is
held at.
3. Conduct evaluative monthly follow -up for six months after families/individuals
exit from homeless services for either transitional or shelter residents.
4. Conduct other classes or group sessions with clients as requested.
OTHER DUTIES:
1. Participate in staff meetings, pertinent workshops, and case conferences.
2. Keep accurate and complete client records and submit client statistics in a timely
manner as requested.
3. Other duties as required.
CASE MANAGER
JOB DESCRIPTION
PAGE3
• •
MINIMUM QUALIFICATIONS:
MSW or MBA or minimum of relevant experiences may be substituted at 18 months
work experience in a related field per year of education, or have demonstrated skills in
the field of homelessness. Must have the ability to work with low income groups, multi-
cultural populations and recipients of all government entitlement programs.
Must be computer literate.
DESIRABLE QUALITIES:
1. A positive attitude, common sense, and ability to communicate effectively and
clearly; and to make decisions.
2. Commitment to program goals and policies.
3. Willingness to learn new skills.
4. Ability to work with people and take on responsibilities.
OTHER REQUIREMENTS:
1. Up -to -date TB test and physical examination.
2. Possess a valid Hawaii driver's license.
3. CPR & First Aide Certification
4. Driver's Abstract.
Revised 1/15/98 AD
Public Administration
Multicultural Services
Youth Programming
Public Policy Assessment
Steven D. Bader
76 Ala Muku St.
Hilo, Hawaii 96720
808 - 935 -5876 808 - 889 -5586
Areas of Experience
Employment History
Fund Development
Marketing & Public Relations
Community Organization
Media & Music Production
5/99- Present: Executive Director, Fast Hawaii Coalition for the Homeless (Hilo,
Chief Executive Officer for non - profit agency that provides emergency and transitional
housing services to the homeless. Responsible for organizational planning, fund
development, personnel, fiscal management, and community relations.
12/98- 10/99: Development & Planning Officer, Hawaiian Chinese Museum (Honolulu,
Hawaii) Organize museum's development efforts, write grants, foundation requests, and
plan special events; Provide overall management consultation, fiscal policy development,
and strategic planning. (Personal Services Contract)
8/96 - 10/98: Executive Director, Communities in Schools of Snohomish County
(Everett, Washington) Lead administrator and fund development officer for a non - profit
agency that connects disadvantaged youth and their families with community resources in
school settings. Supervise staff, develop "need based" programs, provide public relations
and community outreach, write grants and foundation requests, provide oversight for
existing grants. Work with board of directors and corporate partners to increase and
diversify the agency's funding base.
3/94 -4/95: Communications Manager, Governor's Council on School -to -Work
Transition (Olympia, Washington) Manage the communications efforts of a governor
appointed task force responsible for creating policy that integrates the state's education
reform, workforce readiness, and economic development endeavors. Serve as marketing
and public information officer to the council. Work with local radio, television, and
print media to develop marketing plans. Work with corporate community to leverage
resources to fund those plans.
9/90 -3/94: Dean, Multicultural Services and Student Development Everett
Community College (Everett, Washington) Provide leadership and direction
for a division of student services encompassing Multicultural Services, Women's
Programs, Counseling, Career Center, Student Support Services, Tutoring Center,
Steven D. Bader
Page Two
• •
Disabled Student Services, Equity Programs, and Human Relations. Duties included
supervising, hiring, training, and evaluating staff and faculty; budget development and
oversight, grant administration, community relations, special events coordination, and
student advising. Also served as college grievance officer.'
11/89 -8/90: Director, Multicultural Services Everett Community College (Everett,
Washington) Serve as lead administrator, and budget manager for a comprehensive
cultural and educational program that provides assistance and support to ethnic students,
their families, and their communities. Services included advising, counseling, cultural
programming, recruitment, mentoring, leadership development, and community
outreach. Also responsible for hiring, training, supervising, and evaluating staff.
1981 -1989: Various Positions, The Evergreen State College (Olympia, Washington)
Employment included Director of Student Support Services (Budget Management,
Grant Administration, Staff Supervision), Student Development Specialist (Counseling,
Case Management, Academic Advising), Co- coordinator of Third World Coalition,
(Program Development, Student Advising, Student Activities).
1979 -1980: Public Information Specialist USDA Forest Service (Olympia
Washington) Responsible for writing press releases, coordinating public relations
presentations, and audio- visual production.
Other Related Experience
1991 - Present: Leadership and Management Contractor /Consultant
(Washington/Hawaii) Provide consultation, training, and management services to
educational organizations, and non - profit human services agencies in the areas of
community outreach, organizational planning, personnel, fiscal oversight, workforce
diversity, and fund development.
1978 - Present: Independent Video and Audio Producer /Contractor (Arizona, Hawaii
Florida, Montana, Nevada, Oregon Washington) Provide video and audio production,
consultation, and coordination for documentaries, public service announcements,
recording projects, concerts, festivals, night clubs, theatrical performances.
Education
Bachelor of Arts & Sciences
Communications /Education
Evergreen State College
Graduate Study in Social Sciences, Business, and Education, (32 Semester Hours)
Pacific Lutheran University
•
Steven D. Bader
Page Three
Commissioner, Washington State Commission on Asian and Pacific American Affairs
Board of Directors, Senior Services of Snohomish County
Board of Directors, Family Counseling Services/Northwest Alternatives
Board of Directors, Compass Mental Health
Board of Directors, Refugee & Immigrant Forum
Board of Directors, Asian Pacific Aids Council
Founding Member, Asian Pacific Islander Coalition
Chair, Tulalip Tribes Education Center Advisory Committee
Member, Filipino American Association of North Puget Sound
Member, Hale Halawai Cultural Center
Member, Northwest Hawaii Ohana
Honors
Outstanding Young Men of America 1984
Staff' of the Year, First People's Advising, The Evergreen State College 1988
Outstanding Service Award, State Multicultural Directors Association 1990
Gentleman of the Year, Everett Community College Women's Programs 1991
Community Service Award, Snohomish County Diversity Coalition 1992
Special Recognition, Central American Scholars Program 1993
Honored Leader, 4 Annual Hebolb Pow Wow 1994
Asian Pacific Heritage Luncheon Keynote Speaker, Fort Lewis 1997
"Tech Prep: Putting Education to Work" KING -TV, Script Consultant 1994
"Choices and Changes" PSA Series KNBQ -TV, Technical Consultant 1995
"Hawaii Loa: Proud Voyage Home" PBS, Music Producer 1996
"The Molokai Experience" Hawaii Public Television, Creative Consultant 1997
Personal:
Born and raised in Hawaii.
Married with Two Children
Hobbies. Playing Music, Travel
Steven D. Bader
Community Affiliations
Recent Media Productions
References:
Mainland:
Gene Liddell
President, Liddell Associates
360 - 491 - 7875/206- 292 -4881
Relationship:
Governor's Cabinet Member and
Supervisor, School -to -Work Council.
Joan Tucker
Director, Northwest Center for
Equity and Diversity
425- 640 -1085
Relationship:
Worked in my division at Everett CC,
and received contractual services from me.
Van Dinh Kuno
Executive Director, Refugee
And Immigrant Forum
425- 388 -9312
Relationship:
Served on agency's board and
worked together in the community.
Bob Drewel
Snohomish County Executive
425- 388 -3879
Relationship
Former President of Everett CC, and
board member, Communities in Schools.
Floreda Fuller
President, M2 Publishing
619- 275 -0110
Relationship:
Worked with nee as an employee of
Everett CC, and Communities in Schools
More References Available Upon Request.
Hawaii:
Yolanda Kerr
Executive Director, Hawaiian Chinese
Museum
808 -531 -7887
Supervisor at museum, did community work
together in Washington.
Karl Kawahara
Retired Educator
808 - 959 -8861
Relationship:
Former teacher and longtime associate.
Brother Noland Conjugacion
Creative Native Inc.
808 - 944 -0586
Relationship:
Provided artist management services,
and collaborated on various media projects.
• •
Judy Marie Segobia
HCR 13069
Keaau, Hawaii 96749
808 - 982 -5914
PROFESSIONAL OBJECTIVE
To utilize my education and extensive experience in the field of Human Services.
SKILLS SUMMARY
Computer Literate (Microsoft Works, Microsoft Word, Excel, Quickbooks Pro,Data Base, Word
Perfect, MAS 90), Data Base Development and Maintenance, Statistical Reporting, Grant Proposal
Writing, Budget Implementation (including Accounts Payable /Receivable & Payroll), Coordination and
Implementation of Community Resources, Case Management, Case Supervision, New Staff Training
and Orientation, Mediation Skills, Substance Abuse Recognition Training, Parent Education
Facilitator, Group Facilitator, Crisis Intervention, Client Advocacy, Communication Skills, CPR, First
Aid, 3 years Supervisory Experience.
RELATED WORK EXPERIENCE
*1997 -2000 East Hawaii Coalition for the Homeless
Program Director- Responsible for Assisting E.D. with Grant Proposal Writing, Coordination &
Implementation of Staff & Client Classes & Training's, Case Management, Assess Families for
Transitional Housing, Make Recommendations to The Executive Director, Develop, Initiate and
Implement with the Executive Director Means and Methods of Securing Material and Service Needs,
Coordination and Implementation of New Programs, Meeting Community Needs as Well as Client
Needs as they change, Foster Staff Advocacy of Clients, Responsible for Maintaining Budget in
Program Area.
*1995 -1997 East Hawaii Coalition for the Homeless
Case Aide - Responsible for the documentation, collection, maintenance, and reporting of client
statistics and client data base in accordance to contractual obligations, Inventory & Purchasing of
shelter supplies, assisting E.D. with Grant Proposal Writing, Coordination & Implementation of Staff &
Client Classes & Training's, Case Management
*1993 -1995 East Hawaii Coalition for the Homeless
Shelter Aide - Responsible for Site & Client Security, Direct Client Services, Statistical Record
Keeping, Daily Documentation, Site Maintenance, Crisis Intervention,
COMMUNITY VOLUNTEER WORK
EAST HAWAII COALITION FOR THE HOMELESS - Volunteer Duties
UPWARD BOUND - Fundraising
PAHOA GIRL'S SOFTBALL TEAM - Fundraising
ROSE HOUSE RECOVERY HOME FOR WOMEN- President Board of Directors
CARE A VAN- Advisory Board
SEXUAL ASSAULT SUPPORT - Advisory Committee
Page 2 Judy resume
• •
EDUCATION
Hilo High Adult School - G.E.D.
Hawaii Community College - Human Services Course
YWCA Mediation Center - Mediation Training
T.I.F.F.E. - Nurturing Program Facilitator Training
Work shops - Dual Diagnosis, Addictions, Ethics in the workplace
Crystal Methamphetamine ( The Price Of Ice), Dealing with violent behavior
REFERENCES
Cathie Hawkins, Care A Van, Hilo, Hawaii - 935 -5030
Ms. Sandy Uemura, Public Health Nurse, Pahoa, Hawaii - 982 -5478
Phyllis Stine, Rose House, Executive Director, Keaau, Hawaii - 966 -5000
•
PERSONAL DATA:
Permanent Address
691 Ainako Ave.
Hilo, Hawaii 96720
Phone: 808 / 935 -1966
EDUCATION:
B.A.
• •
RESUME
ROXIE ALOHA TUBBS
UNIVERSITY OF HAWAII - -HILO
Hilo, Hawaii 96720
Bachelor of Arts Degree
Graduated: May 1997, Political Science
CAREER HISTORY:
1997 - present East Hawaii Coalition for the Hornless (EHCH)
115 Kapiolani St.
Hilo, Hawaii 96720
Case Manager
Worked extensively with a variety of individnals and issues: mentally ill, substance
abuse, sexual/domestic assaults and violence and etc. Assessment and referrals are part of
the case management responsibilities. Facilitator with various workshops such as: Life
Skills; Parenting, Resident, and Support Groups. I also work closely with our transitional
clients in budgeting, goals, service plans, and the coordinator of activities appropriate for
enlightenment and growth. •
1997 - present Young Women's Christian Association (YWCA)
141 Haili Street
Hilo, Hawaii 96720
Sexual Assault Support Service (SASS)
Care -Team Member
Gained knowledge in the area of sexual abuse of children and adults.
Demonstrated proficiency in counseling clients with respect to the personal issues of
sexual abuse. Worked closely with the forensic nurse as an aid and assistant. Participated
in a number of debriefing sessions with co- workers in response to the nature of the
profession.
1984 -1997
Provided a detailed screening process to facilitate the employment and discharge of
personnel. Responsible for all marketing, budgeting, and financial operations within the
business. Assisted with inventory checks, maintaining weekly payrolls, and planning future
job estimates.
1981 -1984
Staff supervisor, coordinator, and physical fitness consultant. Operated and - -
managed Physiques Family Fitness Center. Facilitated workshops for the Hilo Police
Department, High School Sport Teams, Physically Challenged Youth, and Students from
the Hilo Alternative SchooL Topics covered in these workshops included nutrition, .
physical fitness, communication skills, self - discipline, and goal setting strategies.
1982 -1983
Assisted the Pharmacist in clerical duties and served as the communication link
between Doctors, Insurance Companies, and Patients.
COMMUNITY INVOLVEMENT:
• •
Aloha State I:leciric
691 Ainako Ave.
Hilo, 111 96720
13usincss Maniigcr/Stali Coordinator
Physiques Family Fitness Center, Inc.
29 Shipman Street
Hilo, Hawaii 96720
Staff Supervisor /Coordinator
Kawailani Day Care Pharmacy
944 West Kawailani
Hilo, Hawaii 96720
Medical Billing Clerk
HAWAII STAKE LITERACY COORDINATOR/EDUCATOR:
1996 - present. Coordinator of the Stake Literacy Program in the Hilo District. A program
sponsored by the Church of Jesus Christ of Latter Day Saints. Focus on building reading
and writing skills.
YMCA, MEDIATOR:
1993 -1993 Trained volunteer Mediator with the Ku'ikahi YMCA Mediation Center in
Hilo.
LILIUOKAI.,A\I CHILDREN'S CENTER (LCC):
1993 -94. De\eioped and co- sponsored with LCC a special program based on physical
fi ness. nutrition.. and positive mental attitude (through Physiques Family Fitness Center).
•
I his special program was designed w enhance sell - control. and promote self- confidence
among Hawaiian teens identified as 'problem children' by a LCC counselor
Cl I[JltCl1 CALLINGS:
9979- present. Very active in the local congregation of the Church of Jesus Christ of
Lauer Day Saints. Worked with, and taught adult to preschool age groups. Most
recently. working with teen -aged youth as an advisor and counselor and currently on the
board in the Relief Society Women's Organization, as Education Leader (first counselor
in the presidency).
GIRLS AND BOYS CLUB OF AMERICA:
1985 Advisor - Supporter of the Girls and Boys Club, involved with various on -going
fund raising efforts and programs. Most notably, the annual fund raising auction.
LEHUA JAYCEES:
1981 Served in various leadership capacities on numerous community service projects.
Boys and Girls Club of America
YWCA
Hawaii Stake Literacy Program
E.B. DeSilva PTA
REFERENCES:
Dr. Gary Dean Best
471 Hilinai Street
Hilo, Hawaii 96720
(808) 935-9832
Aley K. Auna
135 Waenakonu St.
Hilo, Hawaii 96720
(808) 969 -7771
C. Kimo Alameda
561 Alawaena Rd.
Hilo, Hawaii 96720
(808) 959-7644
_.,. ....
pr ._*::�; :i<°• . -
l!
_ . . .F,�'^ ,:�
OSITION;TITLE . ':
1?•'�..:�'t
:,:; >:...
t:"�i ; � °•w"�.G�:::`%�... "Y�..,��:�?r °c?�
s;a: ;.'PRENGiWISCAL'C YEAR`!; ,. s
ECDI
y _ . �,
��':. ���' f ' �.��ws,.x.A ".`:<t.;; amp- �� ,_� r?�:i� ,"�''�„°'",h�'::fi
'. :; ,a u. :":,,' FISCAL`YEAR •2000 -01 ..: . . .. ....
Item
#
:< ' , ; . ;y : Employee,;fi µx : !' _'
' `.
^;'rs Fir st rxti-.
" ` ° :Lasf:Name; )= K
a,•�c.g�- :;=tnF. � >x:u°'
:. Status'
and
.,Salary,:;'
Total Agency Budget
g y g
FY 99 00
99-00
Total Program Budget
g g
FY 99 -00
Total
o al Agency
Budget
FY 2000 -01
Total Program
Budget
FY 2000 -01
`R+ . :
Grant Request Only<",
` ^`
' " &t&d i
au P; j
,• -. ro ected
: "'Ezpendtnres
1.
Title: Executive Director
.;an P.. '.
F/T
P/T
F/T
P/T
Name: Steven Bader
";
41.700.00
2,080.00
44,000.00
2,200.00
Title: Program Director
ik
� �P.
F/T
P/T
F/T
pa
•
Name: Judy Segobia
i$
30,800.00
1,113.60
32,800.00
1,640.00
Title: Case Manager
1s P ;;
F/T
NT
F/T
Pa
Name: Roxie Tubbs
$
25,500.00
12,750.00
31,000.00
15,500.00
Title: Case Manager
„?jPr
F/T
F/T
pa
Name: Jennifer Garrett
vl $: c
20,000.00
-0-
24,000.00
9,500.00
Title: Shelter Aide
r`Pe) ,,
F/T
F/T
Name: Carl Nakayama
r'F$
w
17,000.00
-0
18,000.00
-0-
Title: Shelter Aide
Pi, L
F/T
F/T
Name: Bruce Williams
; ,.$'; :'
15,000.00
16,000.00
0-
Title: Shelter Aide
K :P
Pa
Name: Regina Miller
4 *;,,$:a.
8,840.00
-0-
8,840.00
-0-
x _.TOTALI .
P, „t;:
7
3
7
3
'' ast f rito S GARIEg _
t9PCinflectgdym Ta61e 4)
$ a.t:
158,840.00
13,863.60
174,640.00
28,840.00
AGENCY /ORGANIZATION: EAST HAWAII COALITION FOR THE HOMELESS PROJECT NAME KIHEIPUA TRANSITIONAL PROGRAM
BUDGET TABLE 1
DETAILS OF PERSONNEL SERVICES
1. All a . min strative and Direct Program Salaries must be included. (Please exclude non - program positions)
2. a) P= Indicate if whether employee is - F/T=Full Time Employed (30 -40 hours per week)
P/1' =Part -Time Employed (20 or less hours per week)
b) Salaries
vY ..,r....: J. .' ..N[ `
ta.;
.L'p�cr . . . . ,. N : . . : In: �. Y i.:; ":'�:��.�7;�:di5�r`
POSITION T ITLE' ° ``
�v[R
C� ) .i`°#'ry?W, ° 1 a'y,N tR. x _ ._
l �fr "'�' -: . ', v.: :... . ."T'.). 'h .r. -q ', }I :i+Y
: ; "PREC'EDING, FISC A li , Y IL >' ,', r
�. I '� P ° t'"t. � =d:,.�
�3, r:�: =:::�f .; ; an,:' y���'v�' ,+'�' ".,'" -
:`ta =: ;''.' FISCAL-YEAR `200 01''c,
Item
#
; '.+}9rs...�,:,..�;;a.x5i
, Ik.- . 1nployee( ;.- :x,
�:r ast Name .First)• w ,';>
•tn??4,4
,:a,c0E<d
Total Agency Budget
FY 99 -00
Total Program Budget
FY 99 -00
Total Agency
Budget
FY 2000 -01
Total Program
Budget
FY 2000 -01
1, ` ',` '"':.:4 .:.,: ..-`n*w,
Grant Request On1) '
{ }? `:Ei je t e ` Y' a='=
��' "_ -; Expenditures, °:;,:
1.
Title: Shelter Aide
?'P.
P/C
P/T
Name: Richard Kascur
r!$ ` '
7,500.00
7,500.00
Title: Shelter Aide
: -P ' "':
P/T
P/T
Name: Malisa Lee
r $ 1
7,500.00
7,500,00
.
Title: Shelter Aide
R ;rsP:"
P/T
P/T
Name: Stacy Pacheco
$ =ra
7,500.00
7,500.00
Title: Case Aide
F/T
F/T
Name: Laurie Pelekane
y =`'
�J;�$ v ,
17,000.00
19,000.00
Title: Aide
'>'
P/T
P/I'
Name: Sandra Moses
a "`*$;
5,250.00
10,500.00
Title: Case Manager
sP:y
P/T
Name: New
;. ^;:
14,000.00
Title: Shelter Aide
I
P/T
•
Name: New
"'$''''
7,500.00
TOTAL.EOONCOUNTr -s
tr.r , a .va•,'. +x .. nsvYa a SITIi`.t,i.ivvv: - .��.E. 5. 9'..,e %�
a{ P, -; :.
n.tK!:.�:..:' •�
12
14
T L 41A, Ssr ti . t
AT
(tote reflected'
$ i
203,590.00
13,863,60
248,'140,00
28x840.00
AGENCY /ORGANIZATION: EAST HAWAII COALITION FOR THE HOMELESS PROJECT NAME KIHEIPUA TRANSITIONAL PROGRAM
BUDGET TABLE 1
DETAILS OF PERSONNEL SERVICES
INSTRUCTIONS:
1. All admin'strative and Direct Program Salaries must be included. (Please exclude non - program positions)
2. a) P= Indicate if whether employee is - F/f =Full Time Employed (30 -40 hours per week)
P/T =Part -Time Employed (20 or less hours per week)
b) Salaries
<: z:::''.'4 "i';;DESCRIPTIGW6':1-;;;;;J''4,c;i:`
- . - :::, •;.D-.' , '...'iizr.'-:---:: ., .[Ick: - '' , ,: '."'''.1. - '
'';'777.`;i;PRE'eEPINgfiEWCONEARITit:T.V1P/7
::'...:!itifir :T. '. --.±:.::::. ... ' ....":.;1 ,2 :
r- ' — 7,.:747 ' ,i.rinx, '
i';',,::::: ,.. or , ... --2/:.„::..;:n::.....; - -,-..k , -:. ,,,./..= ' . . '.,.-.c.., •
Item
:47ill'A
..
7 4 i Efinitciy,ee.BOletts/PAyroll
'1..4-07..:-V_Rj.;nP> a ; : : :,- ,, ...- .1. -:,,;Th .;- :
Total Agency Budget
FY 99-00
Total Program Budget
FY 99-00
Total Agency Budget
FY 2000-01
Total Program Budget
FY 2000-01
- • 'IP
-GF ante:sues: -
:TR"; Pyojec fed
t.:rExperiditui.es:
2.
EMPLOYEE BENEFITS
(TOTAL)
s„
.1'444.W.P.:,:,2.-"E.
21,980.00
i' - ^ '.
,,,,,
1,846.80
ti4"..'t4
et.
23,100.00
::-
.,i,4•2.21
1,920.00
Health Insurance
17,11248
:lag,: \...:..?tc.
1,846.80
it.722j tj ,
"c
17,112.48
"‘ -''-' /
1,92000
t
2,----,re-
Dental Insurance
V,41
.. ' # . 1 1 . 4 4 .t .,
iit.S T ,
; , f -: ;
'6 iCktli.7 .
. • . .. . .
f‘a. i '
*
Other Benefits (Specify) Holiday
4,86732
r t•
I''''
'T ''',,rg,
5,987.52
',
-:.
I
3.
PAYROLL TAXES (TOTAL)
27 ';-
34,200.00
4
,,,i..
.i. . ..,-. v
2,011.70
rii
..
..n
39,727 .00
i„
tit4
. ;•if , "<'.*:`, c:444:
7 ::: ,-0 ';'-r;ts...
4,945.00
FICA %
1 ,
.
ie:?.."-stXv;;;;,-;,
-. ..rx... - 7F - .9..ri... - '
Filts., C.:1?.,.,, - ..?';;T:::
t. f.3 .4 ::".:"/ 2 :
- ;:f-i:'grr",...0;::::<:;?
j:
SUI (Unemployment Ins.)
Workers' Compensation 4/
irsi ; ,, , ,, , ,- 3
• l.-i-ra
ve
. . -E ,,,„
"r "vt
tn
1, < I LK; :1'ti7'.
t:
r; 'a■Tk'-'''''''.
TDI (Disability) 0049%
: i f , cat
g...,t,t. T:.>:e.;"ntek
-t r;•:"::: -rtS
, . . ,
.f.:102p;3•417.3 : "". ..
56,180.00
3,858.50
62,827.00
1,920.00
4,945.00
AGENCY/ORGANIZATION: EAST HAWAII COALITION FOR THE HOMELESS PROJECT NAME: KIHEIPUA TRANSITIONAL PROGRAM
TABLE 2
EMPLOYEE BENEFITS/PAYROLL TAXES
* = MUST itemize as attachment(s). Applicab e_only to the "Grant Request Only Projected Expenditures" column.
•
DESCRIPTION . -.
,. .n
" "•' ';7 .. .',', •_. ':: �:
... er° =:P- RECEDIN -YEAR • ," ,_
+ ..e l .r 'd 4i Y. .wV. -fT
..�
.. ...- y..r - , °� ."paC,. . ..- y, as¢::�. .. „.5
-. ;;
(J't'.`. h9 '', .Y R n.i^2 0 • + : :�:WA!:�Y;.* ':q'.
Y -... �-r-iJ i� ,, a, .,,+:`q. . - i,i ik ,-a. ..:. n_L- .::�ii�.�'..: ,:, •.
..
Item
#
Expenses
T otal A et c B adge[
g )'
FY 99 - 00
Total Program Budget
g S
FY 99 - 00
Total Agency Budget
g Y g
FY 2000 - 01
Total Program am
g'
Budget FY 2000 - 01
, Grant Request ;Only.•
'i :S , .. ' '
= Rrojec ed : -
: ,'E± enditt
I.
PROFESSIONAL FEE'S (TOTAL)
15,700.00
”
19,700.00
Legal
5,600.00
F;'
::; . ,a'$ +
8,600.00
Accounting / Bookkeeping
Audit Fees
7,700.00
a!,'
8,700.00
:=
*
Administrative Fees %
' i'�Siv(�(�tj':
"T *'
�^."y5�: i' A: `I
.. ,
�1�� _'.,
': ":� „i
.,-
*
Other
'.400.00
� ° :'
� �' :. ,.b e
240000
,.
,7..,.
2.
SUPPLIES (TOTAL)
'' =` ;f =: <x
10,625.00
” s
1,000.00
.- s
14,625.00
': -r2-
1,500.00
tc.
fice
Office
2.625.00
'L;y�'�',
> "r:X" ;��,',�
3,625.00
Program
g
8,000.00<r:'::::,,..,
>
e.''� "+YS`:{
1,000.00
�'.;":
Y•}6 t ' �'. "h',ati.. 3 j ' 'S
11,000.00
y :,,r.
•
{ ',�.�„"':
.Jr'Y. .•
1,500.00
- �`�•...`::, �
:A+t R:'e_�v. .. F'i
;;
Consumable
sr,
tiwg. y 7
,:. =. ::•o
: i.'i.;; *.
;
3.
TELEPHONE
5,000.00
='
j' +'
7,500.00
4-
POSTAGE & FREIGHT
' ':
1,200.00
s.
1200.00
5.
OCCUPANCY (TOTAL)
?-
90,000.00
,i'. °'
60,000.00
'T`` i` ?'
110,300.00
77,300.00
1v t.r'
N
Rent
54,000.00
:: *fi; },rw,'+
47,600.00
".s,
70,800.00
" tih *.
61,200.00
Utilities
33,000.00
; "
11,400.00
v ¢!`;"'p?
35,000.00
'' °n4'r,.
8,700.00
'. .: -'
3,500.00
Janitorial_„
; rt3
<.L,
y
. -'.:
*
Repairs and Maintenance
3 ,000.00
" :'" `'
i' . • ,„
1,000.00
q 3``
., `
4,500.00
°1 gtti
2,000.00
6.
EQUIPMENT (TOTAL)
r °`
:
8,840.00
r( {ti';: '.;; ;€i
10,840.00
_
,..
*
Purchase
2,000.00
�,� -,
�i �r
;dn. ,�,... .a
� < ±;�
4,000.00
+w . ^':F
.r-
-�. r. "��:.•:
t?�rk,S�' =.
S:_ + r
'Y�j
*
Rental
6,840.00
"':
l
6,840.00
*
Repairs and Maintenance
" �
AGENCY /ORGANIZATION: EAST HAWAII COALITION FOR THE HOMELESS PROJECT NAME: KIHEIPUA TRANSITIONAL PROGRAM
TABLE 3
DETAILS OF OTHER CURRENT EXPENSES
* = MUST itemize as attachment(s). Applicable only to the "Grant Request Only Projected Expenditure" column.
.. .� C RI P IO
.TN: >�.y.
;DES," ry - AC'3. ��. { -. a ills
...
� '}
•i r: - - » '•:r'j-_`.rz'; .s: ;YC
. t� .tT�£;xPRECEDING'F,ISCAL�� ,
air. "a YEAR .'�' -&
�;-�. a �.. r .r.av ' ;
: neDL . i: R 0 ..'•4' ::x 'Y '; :-
�
.+�: � ... •r "�.: f •: " > g 'gat•
.Tyti a C` KFy: v;;t�i n'"s1 i \ii
:[ ° :... -.a Hs �F ISC�AI�YEA' R •200001.,.1 - .� ._..,.;
> s
em ' '
. =:
r, ':r.'i
Expenses
.. ,,
:'rt.. `, i4,c••,; •. Let.. ":' 7. •: l: ,: =:.:..
Total Agency Budget
99-00
Total Program Budget
FY 99 -00
Total Agency Budget
FY 2000 -01
Total Program Budget
FY 2000 -01
'. .• >F'a'. ;. E +;.:�,t, �,. e•Yr:>
?.,Grant Requ st Only,;:;
,,
Procted Ezpendji�res :_
.... .
7.
INSURANCE (TOTAL)
( )
.;,...a�i- 's7c");
�7 :ri �
17,8 00.00
�.it . �=�`a..
1,544.58
,,",''
`'�h•r ?q'zti= '`'•'"?
20, 300 .00
"' °?; yis}'.•- `-j'I
2 , 227.00
General Liability
11,00000
'-+; S;L�.;
463.00
; , k :
13,000.00
��''�tq �:'.�. ;'
1,073.42
-
Fire
2800.00
>,,aw`':t =ry.`8 -.
-`_ -^
,..,,».'75''b.• .,
740.58
i x -,, k•'
., 1 ;M »
3,00000
.
�.r'y�t :.,.,,,
_ c�;�
.;"_'a'x�'4, tii
718.58
..;: , : -p.. °�,
Auto
1,600 .00
;?�`hs�-
't, =.
79,00
'
t�:<� uir�
1,800.00'r
145.00
fi t'
NDOA (Board Insurance )
2,400 00
00
• :2,: �
......r— . -.
26/00
262.00
iakf'� yy,.
g'' ` �
arL�\LI;:S
2500.00
i:�r2 ,�S({.;:z `:;
' � - 'J1v. , ::G "
2900 O
Jr,- •`•u;7:
;:gar },.. > ".':
8
PR
PRINTING
!I a . q . r -te a{
;P,. . ",
' ' r '
tyv „ar
.'.^ :.1
4 ;.. a - .5t,:
..t
a•r•;: S'
J ",`-
- S WS ' _>n ( §2f� �
1,000.00
r3�;r �:zwn'; a+
_ ,: y::
'�;.�
9
PUBLICATION & SUBSCRIPTIONS
,:ax ¢µ;
280,00
z ;;t:;T4�
St'•V• ";.r*r¢:;a
280.00
a ' "):- o'g,S '•`'°
silo
0.
TRAVEL (TOTAL)
::..r r. "#
i' �'
srs'�
500.00
x :�.',3 a {.3 tx
;+k$a'.
�-f
, 4f• i7 ":-aa.. .v
-... ?�'�r':S:
750.00
Air Fare
40000
5 "S,.
,v,yR
•erg .,r.,
�'>,' '�:i`
600.00
..'��� ",
r:: ":�ia)...t
,;: ��; �• +,
Per Diem
100.00
,� ,...
... ?' "ai.'
g +
j�.. i':1r;:i�`�
ISO.00
-Ya �%�a
Auto Rental
r
I.
AUTO MILEAGE REIMBURSEMENT
'�.,•;, �.:
m vyt j ...,.• pe'.
;:`v .•.'... R'
'r ?Fq�:.. J� °.F +.
..
e w- :v::' -.o
.,
2.
AUTO GASOLINE PURCHASES
• ° ' 'd4 ;4
'
3
MEMBERSHIP DUES
I.
y
it!te' "i.
14
STAFF TRAINING
G
; iY , kq.i
yp
20000
�s �
r! i
�'�"'R>v
500.00
r? z;..
; <` ""�
.;» v:, ^'.
`:",F
15.
OTHER
.' " s,t-
;'r'?�'~
a
: t t,
1 :;�'kS , y� , ."
.•�.,•P
-:. .= £ =!�� -`�:
(,rime Insurance
• "•
'ri
` " `�:"
200.00"
:,; u:' }.w; :..
`s ^ :.n
:.: rti,1F!.T^
` :.. , ..:va.=
200.00
•. ',...A.: $:'j' :;.'�.
"`
�Kve
., ....
r a
a• w,:
. X y i°
4x y' r
! r't:. h:
` •
P s sky
Srtr''r Ti 2�'
s: '451
{ •ll � �7
�Y•`l#`4 „t „±'k.. -'
"A'.:'S.i.' jV J
I: Iy' T
) ~L4 "_.,,+ -tits: �.i
G}— 'yr,sr•,r �j , +�
:°r'.' .�� :�ii'#c } s j .� —'I A.
�, _
f"] ..,... 2
)TAL'(to berelectedlin,T(ible 5);' ';`: "j,
150245,00
62544,58
187,195.00
81,027,00
3,500,00
AGENCY /ORGANIZATION: EAST HAWAII COALITION FOR THE HOMELESS PROJECT NAME: KIHEIPUA TRANSITIONAL PROGRAM
TABLE 3 (Continued)
DETAILS OF OTHER CURRENT EXPENSES (OPERATING COSTS)
= MUST Itemize as attachment(s). Applicable only to the "Grant Request O nly Projected Expenditure'! column.
raw. , m..;.,.c —.. .... .. ^-... .�.:.. ,w "w., ,v ".nn -_ t,..
�S�,L�' .L . r .., .. , .�- ...,i:..n... • .,..
o,
P ostt(ons ... - :. , . , .�.
r,
., � +h i, •.'a: ^ �'�i%g�: i ".I, ^ d; `.;2:.pzue:;
' `p ^!:r";v':f•;;?"rrr
s. c... r. <'- •,: ». , i T F,x
he ^InyYv K'9
...,..�... :., �§YG :'r:� R.
...:. ...... ..p RECEDING`FJ ,YEAR: = :
�!' SEAL ':
2
{ . :y F.3S'tYE 1 ' : ,a :;•.a..., .
CAL
,. , , h• :' ,.. AR- OOO 9. .. �.a,�'<... .
Total Agency Budget
8 Y B
FY 99 -00
Total Program Budget
g g
FY 99 -00
Total Agency Budget
B Y g
FY 2000 -01
Total Program Budget
g B
FY 2000 -01
� Gi•ant'Re uest °m:�,"
i k s+ri,�sr� :: 3±
'.Qny�).,5��.
(Table I) TOTAL POSITION COUNT (P)
263,270.00
12
311,127.00
3
14
3
203,590.00
(Table 1) TOTAL SALARIES ($)
248,140.00
203,590.00
13,863.60
T TAEBUDGE .' :,: �'i; % -;w
248,140.00
28,840.00
30,883.00
'Table 2) EMPLOYEE BENEFITS/PAYROLL TAXES
3,500.00
56,180.00
6,736.33
62,827.00
5,033.60
4,945.00
; , -1 TO COSTS
263,270.00
18,433.60
311,127.00
18,433.60
35,828.00
. ^� '-.;�`r: 40D'es_. v:F3 * cee..Y.';fi s71. -' . '.�
TO.4L,tIPMLI.ERtOFgP. OSITIONS ° ,
f;5
12
3
14
3
fiS. ��. �a ;�x��_'�ILS>y4''P:'s-�'= ' &'�:r Y.Y�:S'•'f ::.fi f'
. s rs :. ',Gy�yt:.`,,...
RECEDiNGFSGALYHAR> :=I.
r.`
.. r .-,, .. I
. ,..,.r... :.,.,. .... ,.. ..<, 1,
. ?::•.S Y, ' `. 7; .,,..Y i.
.YEAR 2000,0
;;: ,,. ..a,: ,.. { `:4: , ?;hs
... ..SSa ..::�
Total Agency Budget
FY 99 -00
Total Program Budget
B B
FY 99 -00
Total Agency Budget
B Y B
FY 2000 -01
Total Program Budget
B B
FY 2000 -01
. •Grant Reel ueStenlv..:
� =:.5 't
_ ., t..!...:'. ,:e �i.'
ado-' ��`:'
'able 4) TOTAL PERSONNEL SERVICES
263,270.00
18,433.60
311,127.00
18,433 60
'able 3) TOTAL OF OTHER CURRENT EXPENSES
203,590.00
13,863.60
248,140.00
28,840.00
3,500.00
T TAEBUDGE .' :,: �'i; % -;w
466,959.00
32,396.20
561,266.00
49,272.60
3,500.00
AGENCY /ORGANIZATION: EAST HAWAII COALITION FOR THE HOMELESS PROJECT NAME: KIHEIPUA TRANSITIONAL PROGRAM
TABLE 4
SUMMARY OF PERSONNEL REQUIREMENTS
Personnel Requirements: Salary ($) and Number of Positions (P)
TABLE 5
SUMMARY OF EXPENSES
rre Expenses
•
Revenue Sources
.
, ''PRECEDING FISCAL .YEAR 1999 -00r "'" ' '..
:: nflit:r \ii.ii:n9:.S li- i:K K. if
'v °`' b " F I S EA L YEAR-2000 -0'I`
Total Agency Amount
Total Program Amount
Amount Requested
Amount Projected
County of Hawaii
35,813.00
2,388.00
3,500.00
: v n r $e 4 G y
State of Hawaii
226,250.00
33,937.50
36,937.50
Federal Funds
4,000.00
Private Foundations
United Way Funds
20,000.00
5,000.00
5,000.00
no T y5
Admissions
mY.." ' li si
'Y;�:
Donations
95,169.16
8,756.92,'
'fifes "r a;A;SS• - +fi + „yl ._
t'' ::c" r:
' i�' �`i� it ` ,4. 3. .z..�e� �i .�:.,
14,750.00
Fundraising
r
'X
Pay Phone
1,200.00
Vending Machines
2,400.00
Service/Program Fees
g
48,622.84
39,022.84
�_ " ` ' !X"
�y �'�:;;', �':,: +n ,
40,400.00
Third -party reimbursement(s)
; fr �: -i
Tuition
"';s;i:: ;fi<a;s
Others (Please list)
r gT ' .., riv . i .:.. [':. �i
iILREVE . „ .. _ .`s t
429,455.00
89,105.26
45,437.50
55,150.00
AGENCY /ORGANIZATION: EAST HAWAII COALITION FOR THE HOMELESS PROJECT NAME: KIHEIPUA TRANSITIONAL PROGRAM
4 - Please list funding source on a separate sheet and indicate the amount requested.
_ - Must correspond with Table 5.
TABLE 6
Summary of Income
1/28/00
TO: County of Hawaii
Department of Finance
FR: Steven Bader S
Executive Director
A Hawaii Island United Way Agency
�' 9 Cooperating In Business and Industry
• •
BCH
East Hawaii Coalition for the Homeless Inc.
RE: Audited Financial Statements for HSNPGRC
Enclosed are the East Hawaii Coalition for the Homeless Audited Financial Statements
For FY 1996-97 and FY 1997 -98. Our annual audit for FY 1998 -99 will be conducted by
Taketa, Iwata, Hara, and Associates, LLP in March 2000. We were unable to schedule
the audit prior to that time because we were waiting for our state audit to be completed.
We will forward our annual audited statements as soon as they are completed.
115 Kapiolani Street
Hilo, Hawaii 96720
Phone (808) 961-2559
Fax: (808) 935 -1720
Email: ehch ®interpac.net
0
• •
EAST HAWAII COALITION FOR THE HOMELESS
(A Tax Exempt, Not - For - Profit Corporation)
FINANCIAL STATEMENTS
For the Years Ended June 30, 1998 and 1997
With Independent Auditor's Report
DOLAN, SILVA & ASSOCIATES, CPAs, INC.
An Accountancy Corporation
16A Railroad Avenue 544 Ohohia Street, Suite 5
Hilo, Hawaii 96720 Honolulu, Hawaii 96819
• •
East Hawaii Coalition for the Homeless
Table of Contents
Page
Independent Auditor's Report 1
Statements of Financial Position 2 - 3
Statements of Activities 4
Statements of Functional Expenses 5
Statements of Cash Flows 6
Notes to Financial Statements 7 - 11'
4
To the Board of Directors of
East Hawaii Coalition for the Homeless
Hilo, Hawaii
We have audited the accompanying statement of financial position of the East Hawaii Coalition
for the Homeless (a nonprofit organization) as ofJune 30, 1998 and 1997, and the related
statements of activities, functional expenses, and cash flows for the years then ended. These
financial statements are the responsibility of the management of the East Hawaii Coalition for the
Homeless. Our responsibility is to express an opinion on these financial statements based on our
audit.
We conducted our audit in accordance with generally accepted auditing standards. Those
standards require that we plan and perform the audit to obtain reasonable assurance about
whether the financial statements are free of material misstatement. An audit includes examining,
on a test basis, evidence supporting the amounts and disclosures in the financial statements. An
audit also includes assessing the accounting principles used and significant estimates made by
management, as well as evaluating the overall financial statement presentation. We believe that
our audit provides a reasonable basis for our opinion.
In our opinion, the financial statements referred to above present fairly, in all material respects,
the financial position of the East Hawaii Coalition for the Homeless as ofJune 30, 1998 and 1997,
and the changes in its net assets and its cash flows for the years then ended in conformity with
generally accepted accounting principles.
As discussed in Note 9 to the financial statements, an error resulting in an overstatement of
previously reported receivable for the year ended June 30, 1997. Accordingly, the 1997 financial
statements have been restated.
aLS, cm-
Dolan, Silva & Associates, CPAs, Inc.
January 12, 1999
1
Independent Auditor's Report
ASSETS
CURRENT ASSETS
Cash & Cash Equivalents 76,415
Receivables, See Note 2 54,059
Prepaid Expense 6,398
Deposits 500
Total Current Assets
NON - CURRENT ASSETS
Property & Equipment (cost), See Note 3 1,224,987
Less Accumulated Depreciated [178,863)
Total Non - current Assets • 1,046,124
OTHER ASSETS
Investment Property for Sale, See Note 4 0
TOTAL ASSETS 1,183,496
The accompanying notes form an integral part of these financial statements.
EAST HAWAII COALITION FOR THE HOMELESS
Statements of Financial Position
As of June 30, 1998 and 1997
Temporarily Permanently Total Final
Unrestricted Restricted Restricted 6/30/98 6/30/97
137,372 0 0 137,372 167,059
0
76,415 55,457
54,059 102,079
6,398 8,623
500 900
1,224,987 1,213,462
(178,863) (131,110)
0 1,046,124 1,082,352
29,900
0 0 1,183,496 1,279,311
LIABILITIES & FUND BALANCES
CURRENT LIABILITIES
Notes Payable - Current, See Note 5 0 0 44,034
Capital Lease Obligation - Current, See Note 7 3,980 3,980 3,627
Accounts Payable 3,969 3,969 5,072
Accrued Liabilities 17,604 17,604 22,251
Funds Held in Trust 1,151 1,151 1,151
TOTAL CURRENT LIABILITIES 26,704 0 0 26,704 76,135
NON - CURRENT LIABILITIES .
Capital Lease Obligation, See Note 7
TOTAL NON - CURRENT LIABILITIES
NET ASSETS
Unrestricted
Temporarily Restricted
Permanently Restricted
TOTAL NET ASSETS
TOTAL LIABILITIES & NET ASSETS
Temporarily Permanently Total Final
Unrestricted Restricted Restricted 6/30/98 6/30/97
10,832
10,832
1,145,960
1,145,960
1,183,496
The accompanying notes form an integral part of these financial statements.
3
EAST HAWAII COALITION FOR THE HOMELESS
Statements of Financial Position
As of June 30, 1998 and 1997
0
0
0
0
10,832 14,508
0 10,832 14,508
1,145,960 1,188,668
0 0
0 0 0
0 1,145,960 1,188,668
0 1,183,496 1,279, 311
•
•
PUBLIC SUPPORT
Grants and Contracts
Donations
In kind Contributions, See Note 8
TOTAL PUBLIC SUPPORT
REVENUE
Shelter Fees
Transitional Fees
TOTAL REVENUE
OTHER REVENUES
Vending
Interest
Other
Loss on Sale of Investment Property
Loss on Reduction in Value of Property for Sale, See Note 4
TOTAL OTHER REVENUES
TOTAL UNRESTRICTED SUPPORT & REVENUES
EXPENSES
Program Services
Support Services
TOTAL EXPENSES
Increase (Decrease) in Unrestricted Net Assets
Beginning Net Assets
Less Adjustment for a correction of an error in recording
receivable, Note 9
NET ASSETS AT THE END OF YEAR
The accompanying notes form an integral part of these financial statements.
Temporarily
Unrestricted Restricted
4
323,675
3 1,780
28,835
384,290
7,445
5,229
12,674
3,208
886
651
(11, 747)
0
(7,002)
389,962
387,714
44,956
0
0
0
432,670 0
(42,708) 0
1,188,668 0
0 0
1,145,960 0
East Hawaii Coalition for the Homeless
Statements of Activities
For the period ended June 30, 1998 and 1997
Permanently Total Final
Restricted 6/30/98 6/30/97
323,675
31,780
28,835
0 384,290
7,445
5,229
0 12,674
3,208
886
651
(11,747)
0 (42,708)
0 1,188,668
0 0
417,547
6,241
17,528
441,316
3,169
605
0
0
0 (62,265)
0 (7,002) (58,491)
0 389,962 395,370 •
387,714 359,955
44,956 48,094
0 432,670 408,049
0 1,145,960 1,188,668
6,259 •
6,286
12,545
(12,679)
1,223,174
(21,827)
EXPENSES
Salaries and Wages 157,440
Depreciation 47,753
Payroll Taxes & Benefits 32,596
Insurance 33,900
In -kind Expenditures 28,835
Utilities 28,400
Contracted Services 12,750
Rent 10,591
Repairs and Maintenance 8,918
Direct Services 7,832
Other Expenses 5,233
Equipment Lease 4,253
Office Expenses 4,028
Interest Expense 3,081
Food -FEMA 1,388
Advertising 475
Property Taxes & Licenses 241
TOTAL EXPENSES
The accompanying notes form an integral part of these financial statements.
5
East Hawaii Coalition for the Homeless
Statements of Functional Expenses
For the periods ended June 30, 1998 and 1997
Program Support Total Final
Services Services 6/30/98 6/30/97
27,784 185,224 183,042
47,753 37,536
7,155 39,751 39,267
33,900 33,436
28,835 17,528
28,400 20,856
10,017 22,767 23,692
10,591 23,872
8,918 3,908
7,832 • 9,641
5,233 689
4,253 4,308
4,028 4,925
3,081 1,669
1,388 1,823
475 673
241 1,184
387,714 44,956 432,670 408,049
For the years ended June 30
Cash provided (used) by:
• •
East Hawaii Coalition for the Homeless
Statements of Cash Flows
1998 1997
Operating Activities
Increase (Decrease) in Unrestricted Net Assets (42,708) (14,646)
Depreciation 47,753 26,793
5,045 12,147
Adjustments for Noncash Items:
Receivables 69,847 119,295
Prepaid Expenses 2,225 849
Deposit 400 (900)
Account Payables and Other Liabilities (5,751) (124,903)
71,766 6,488
Investing Activities
Purchase of Capital Property (3,525) (82,250)
Proceeds from Sale of Investment Property 75 0
(3,450) (82,250)
Financing Activities
Proceeds from Capital lease Obligation 0 18,135
Proceeds from Bank Loan 0 44,034
Payments on Bank Loan (44 , 034) 0
Payments on Capital Lease Obligation (3,324) (2,033)
(47,358) 60,136
Increase (Decrease) in Cash 20,958 (15,626)
Cash, beginning of the year 55,457 71,083
Cash, end of the year 76,415 55,457
The accompanying notes from an integral part of these financial statements.
6
$
V
June 30, 1998 & 1997
• •
Summary of Significant Accounting Policies
7
East Hawaii Coalition for the Homeless
Notes to Financial Statements
General - The East Hawaii Coalition for the Homeless (EHCH) was incorporated on
December 14, 1987, under the laws of the State of Hawaii. EHCH is a nonprofit
organization operating in Hilo, Hawaii, whose purpose is to assist in the maintenance and
support of homeless persons through the provision of shelter, care, food, and other
necessities to such persons. EHCH receives substantially all of their funding through
federal and state grants and contributions from the public.
Basis of accounting - The financial statements are prepared on the accrual basis of
accounting and in accordance with generally accepted accounting principles and according
to the guidelines set forth in the AICPA Industry Guide for "Audits of Certain Nonprofit
Organizations" and (SOP 78 -10) "Accounting Principles and Reporting Practices for
Certain Nonprofit Organizations."
Income taxes - The East Hawaii Coalition for the Homeless is determined to be a tax -
exempt organization under Section 501(c)(3) of the U.S. Internal Revenue Code and is
classified as other than a private foundation. EHCH is recognized to be exempt from
Federal and State income taxes.
Financial Statement Presentation - In 1996, EHCH adopted Statement of Financial
Accounting Standards (SFAS) No. 117, "Financial Statements ofNot- for - Profit
Organizations." Under SFAS No. 117, EHCH is required to report information regarding
its financial position and activities according to three classes of net assets (unrestricted net
assets, temporarily restricted net assets, and permanently restricted net assets) based upon
the existence or absence of donor - imposed restrictions. As permitted by this statement,
EHCH has discontinued its use of fund accounting and has, accordingly, reclassified its
financial statements to present classes of net assets. The reclassification had no
cumulative effect on the change in net assets for the year ended June 30, 1997.
EHCH also adopted SFAS No 116, "Accounting for Contributions Received and
Contributions Made," in 1997. In accordance with SFAS No. 116, contributions received
are recorded as unrestricted, temporarily restricted, or permanently restricted support,
depending on the existence and /or nature of any donor restrictions. The adoption had no
cumulative effect on net assets at the date of the adoption. In addition, EHCH has not
received any contributions with donor- imposed restrictions that would result in
temporarily or permanently restricted net assets.
June 30, 1998 & 1997
• •
Summary of Significant Accounting Policies - continued
East Hawaii Coalition for the Homeless
Notes to Financial Statements
Property and depreciation - Property is stated at cost or at a value established by the
Board of Directors at the date of gift. Depreciation is computed using the straight -line
method over the estimated useful lives of the properties.
Leases - Leases that transfer substantially all of the benefits and risks of ownership are
classified as capital leases. All other leases are shown as operating leases.
Contributions - All contributions are considered available for unrestricted use unless
specifically restricted by the donor.
Donated Materials - EHCH assigns values to donated materials based on historical cost or
fair value at the date of gift if it can be determined in the absence of adequate cost records.
Such values are reflected in the accompanying financial statements as In kind contributions
and expenditures as both revenues and expenses.
Donated Services - Volunteers provide assistance to the East Hawaii Coalition for the
Homeless on its program activities. EHCH assigns values to such services based on
similar services performed by salaried personnel or what EHCH would incur paying an
independent contractor for such services. Such values are reflected in the accompanying
financial statements as In kind contributions and expenditures as both revenues and
expenses.
2. Receivables 1998 1997
State of Hawaii - Hawaii Housing Authority 49,882
Effect of Correction of Error in 1997 -
Hawaii Housing Authority (21,827)
State of Hawaii (HHA) Receivable Balance 39,677 28,055
County of Hawaii - HOME 0 46,352
County of Hawaii - CDBG 0 0
Office of Hawaiian Affairs 9,000 9,000
Other 5,382 18,672
Total $ 54,059 $ 102,079
•
June 30, 1998 & 1997
Property & Equipment
Less accumulated depreciation
Investment property for sale
Notes Payable - Current
• •
Kiheipua Shelter Duplexes $539,579 $539,579
Transitional Homes- Kuleana/Wilder 296,307 296,307
Administrative Building 191,412 191,412
Leasehold Improvements - Kiheipua Shelter Sewer 122,155 122,155
Capital Lease Asset- Cannon Copier 18,135 18,134
Shelter Equipment 42,853, 34,853
Office Furniture & Equipment 14,546 —11,022
9
East Hawaii Coalition for the Homeless
Notes to Financial Statements
1998 1997
1,224,987 1,213,462
(178,863) (131,110)
1,046,124 1,082,352
In 1996, EHCH accepted a donation of property (house and lot) in the Hawaiian Beaches
subdivision. The property was valued at $105,456 at that time, and this was shown as part of
Property & Equipment in 1996, as EHCH intended to use the property as a transitional house. In
the previous fiscal year, due to vandalism and the on -going deterioration of the property EHCH
decided to sell the property thus it was reclassified to Investment property for sale. It was listed
for $29,900 thus the reduction of this property to this amount and the recording of a Loss on
reduction in value of Investment property for sale of $62,265 (net of insurance proceeds of
$13,291) in the previous year's financial statements. During this fiscal year, the property sold for
$23,078 thus the recording of a $6,822 loss as part of Loss on Sale of Investment property.
Notes Payable - Current is a $44,034 short-term promissory note dated March 19, 1997 from
Bank of Hawaii with a floating 2.5% above a Base Rate interest (this interest rate was 11% as of
June 30, 1997) and a balloon payment of all principal and accrued interest on or before October
28, 1997. This promissory note is secured by the Receivable from the County of Hawaii HOME
program, see Note 2 above. The Bank of Hawaii note payable had been paid off during fiscal year
June 30, 1998.
June 30, 1998 & 1997
Lease Commitments
The East Hawaii Coalition for the Homeless Kiheipua Shelter facility is operated on leased
property from the County of Hawaii. The lease calls for an annual rent of $1 with the current
term expiring in the year 2001.
The East Hawaii Coalition for the Homeless also leases 4 apartments on Puueo Street, Hilo for
transitional homes. Payments are $1,500 per month. The lease terms cover the twelve (12)
month period which commenced May 21,'1998.
7. Obligations Under Capital Lease
East Hawaii Coalition for the Homeless leases its copying machine from GE Capital Hawaii, Inc.,
under a capital lease in the original amount of $18,135. The economic substance of the lease is
that East Hawaii Coalition for the Homeless is financing the acquisition of the assets through the
lease, and accordingly, it is recorded in the assets and liabilities.
Future minimum lease payments are expected to be as follows:
Year ending June 30th:
1999 3,627
2000 3,627
2001 3,627
2002 3,627
8 In kind contributions
In kind contributions consists of the following.
• •
East Hawaii Coalition for the Homeless
Notes to Financial Statements
Donated Materials $ 20,927 $ 10,292
Donated Services 7,908 7,236
Total In kind contributions $ 28,835 $ 17,528
10
1998 1997
June 30, 1998 & 1997
9 Prior Year Adjustment
• •
1998
Beginning Net Assets 1,188,668
Correction of Receivable
Ending Net Assets
10. Related Party Transactions
East Hawaii Coalition for the Homeless
Notes to Financial Statements
During the prior year, EHCH failed to record the adjustment of receivable from Hawaii Housing
Authority. The correction of this error is shown below:
1997
1,223,174
(21,827)
Restated Net Assets 1,201,347
Increase (Decrease) in Net Assets (42,708) (12,679)
1,145,960 1,188,668
EHCH had certain transactions in the ordinary course of business with one of its Board of
Directors. EHCH purchased a computer and software in the amount of $3,281 in 1997 -1998
from a local computer company. The owner of this computer company is a board member of the
EHCH. Hence, this amount of purchases is included in the Property & Equipment.
11
• •
East Hawaii Coalition for the Homeless, Inc.
(A. Fax Exempt, Not- For - Profit Corporation)
Financial Statements
For the Years Ended June 30, 1997 and 1996
With Independent Auditor's Report
Uolan. Sih & Associates, CPAs, Inc.
:IN . lr'counm/7ri Co/poraiion
16A Railroad Avenue 544 Ohohia Street, Suite 5
Hilo, Hawaii 96720 Honolulu, Hawaii 96819
* 3
East Hawaii Coalition for the Homeless, Inc.
Table of Contents
Page
Independent Auditor's Report I
Statements of Financial Position 2 - 3
Statements of Activities 4
Statements of Functional Expenses 5
Statements of Cash Flows 6
Notes to Financial Statements 7 - 10
Management Letter 11 - 19
To the Board of Directors of
East Hawaii Coalition for the Homeless, Inc.
Hilo, Hawaii
Dolan, Silva & Associates, CPAs, Inc.
January 15, 1998
• •
We have audited the accompanying statement of financial position of the East Hawaii Coalition
for the Homeless, Inc. (a nonprofit organization) as of June 30, 1997, and the related statements
of activities, functional expenses, and cash flows for the year then ended. These financial
statements are the responsibility of the East Hawaii Coalition for the Homeless, Inc.'s
management. Our responsibility is to express an opinion on these financial statements based on
our audit. The financial statements of East Hawaii Coalition for the Homeless, Inc. as of June 30,
1996 were audited by other auditors whose report dated February 18, 1997, expressed an
unqualified opinion on those statements.
We conducted our audit in accordance with generally accepted auditing standards. Those
standards require that we plan and perform the audit to obtain reasonable assurance about
whether the financial statements are free of material misstatement. An audit includes examining,
on a test basis, evidence supporting the amounts and disclosures in the financial statements. An
audit also includes assessing the accounting principles used and significant estimates made by
management, as well as evaluating the overall financial statement presentation. We believe that
our audit provides a reasonable basis for our opinion.
In our opinion, the financial statements referred to above present fairly, in all material respects,
the financial position of the East Hawaii Coalition for the Homeless, Inc. as of June 30, 1997, and
the changes in its net assets and its cash flows for the years then ended in conformity with
generally accepted accounting principles.
CPA
1
Independent Auditor's Report
•
ASSETS
CURRENT ASSETS
Cash & cash equivalents 55,457 55,457 71,083
Receivables, See Note 2 123,906 123,906 243,201
Prepaid expense 8,623 8,623 9,472
Deposits 900 900 0
Total Current Assets 188,886 0 0 188,886 323,756
NON - CURRENT ASSETS
Property & equipment (cost), See Note 3 1,213,462 1,213,462 1,161,112
Less accumulated depreciated (131,110) (131,110) (104,318)
Total Non - current Assets 1,082,352 0 0 1,082,352 1,056,794
• OTHER ASSETS
Investment property for sale, See Note 4
TOTAL ASSETS
The accompanying notes form an integral part of these financial statements.
EAST HAWAII COALITION FOR THE HOMELESS, INC.
Statements of Financial Position
As of June 30, 1997 and 1996
Total
Temporarily Permanently Net Assets Final
Unrestricted Restricted Restricted 6/30/97 6/30/96
29,900 29,900 0
1,301,138 0 0 1,301,138 1,380,550
LIABILITIES & FUND BALANCES
CURRENT LIABILITIES
Notes Payable - Current, See Note 5 44,034 44,034 0
Capital Lease Obligation - Current, See Note 7 3,627 3,627 2,033
Accounts payable 5,072 5,072 134,061
Accrued liabilities 24,217 24,217 21,282
Funds Held in Trust 1,151 1,151 0
TOTAL CURRENT LIABILITIES 78,101 0 0 78,101 157,376
NON - CURRENT LIABILITIES
Capital Lease Obligation, See Note 7
TOTAL NON - CURRENT LIABILITIES
NET ASSETS
Unrestricted
Temporarily Restricted
Permanently Restricted
TOTAL NET ASSETS
TOTAL LIABILITIES & NET ASSETS
The accompanying notes form an integral part of these financial statements.
EAST HAWAII COALITION FOR THE HOMELESS, INC.
Statements of Financial Position
As of June 30, 1997 and 1996
Total
Temporarily Permanently Net Assets Final
Unrestricted Restricted Restricted 6/30/97 6/30/96
14,508 14,508 0
14,508 0 0 14,508 0
1,208,529 1,208,529 1,223,174
0 0 0
0 0 0
1,208,529 0 0 1,208,529 1,223,174
1,301,138 0 0 1,301,138 1,380,550
•
PUBLIC SUPPORT
Grants and contracts
Donations
In kind contributions, See Note 8
TOTAL PUBLIC SUPPORT
REVENUE
Transitional Fees
Shelter Fees
TOTAL REVENUE
OTHER REVENUES
Vending
Interest
Other
Loss on reduction in value of property for sale, See Note 4
TOTAL OTHER REVENUES
TOTAL UNRESTRICTED SUPPORT & REVENUES
EXPENSES
Program Services
Support Services
TOTAL EXPENSES
Increase (Decrease) in Unrestricted Net Assets
Beginning net assets
NET ASSETS AT THE END OF YEAR
The accompanying notes form an integral part of these financial statements.
Temporarily Permanently Net Assets
Unrestricted Restricted Restricted 6/30/97
417,547 417,547
6,241 6,241
17,528 17,528
441,316 0 0 441,316
6,286
6,259
12,545 0
3,169
605
0
(62,265)
(58,491)
395,370
380,781
29,235
410,016
(14,646)
1,223,174
1,208,528
0
0
0
0
East llawaii Coalition for the
Stateme
For the period ended June 30,
6,286
6,259
12,545
3,169
605
0
(62,265)
0 (58,491)
0 395,370
380,781
29,235
0 410,016
0 (14,646)
0 1,223,174
0 1,208,528
Homeless, Inc.
nts of Activities
1997 and 1996
FINAL
6/30/96
776,464
2,499
105,000
883,963
11,218
7,90
19,121
4,341
3,046
2,372
0
9,759
912,843
355,586
57,871
413,457
499,386
723,788
1,223,174
East Hawaii Coalition for the Homeless, Inc.
Statements of Functional Expenses
For th periods ended June 30, 1997 and 1996
Program Support Total Expenses Total Expenses
Services Services 6/30/97 6/30/96
EXPENSES
• Salaries and wages 160,242 22,800 183,042 201,867
Payroll taxes & benefits 41,234 41,234 56,078
Contracted Services 23,692 23,692 27,989
Insurance 31,926 1,510 33,436 24,035
Utilities 20,856 20,856 18,391
Rent 23,872 23,872 21,854
Direct Services 9,641 9,641 14,263
Repairs and maintenance 3,908 3,908 11,622
Equipment Lease 4,308 4,308 1,758
Office Expenses 4,925 4,925 4,873
Food -FEMA 1,823 1,823 0
Interest expense 1,669 1,669 625
Advertising 673 673 735
• Depreciation 37,536 37,536 26, 170
In -kind expenditures 17,528 17,528 0
Property Taxes & Licenses 1184 1,184 67
Other Expenses 689 689 3,130
TOTAL EXPENSES 380,781 29,235 410,016 413,457
The accompanying notes form an integral part of these financial statements.
5
For the Year Ended June 30
Cash provided (used) by:
investing Activities
Purchases of capital assets
• •
The accompanying notes form an integral part of these financial statements.
6
East Hawaii Coalition for the Homeless, Inc.
Statements of Cash Flows
1997 1996
Operating Activities
Increase in Unrestricted Net Assets (14,646) 499,385
Depreciation 26,793 26,169
12,147 525,554
Changes in non -cash balances
Receivables 119,295 = (181,055)
Prepaid Expenses 849 (4,616)
Deposit (900) 0
Account Payables and Other Liabilties (124,903) 129,554
Deferred Revenue 0 (16,000)
6,488 453,437
(82,250) (533,988)
Financing Activities
Proceeds from Capital Lease Obligation 18,135 0
Proceeds from bank loan 44,034 0
Payments on Capital Lease Obligation (2,033) (2,640)
60,136 (2,640)
Increase (decrease) i n cash (15,626) (83,191)
Cash, beginning of year 71,083 154,274
Cash, end cfyear 55,457 71,083
June 30, 1997 & 1996
• •
1. Summary of Significant Accounting Policies
East Hawaii Coalition for the Homeless, Inc.
Notes to Financial Statements
General - The East Hawaii Coalition for the Homeless, Inc. (EHCH) was incorporated on
December 14, 1987, under the laws of the State of Hawaii. EHCH is a nonprofit
organization operating in Hilo, Hawaii, whose purpose is to assist in the maintenance and
support of homeless persons through the provision of shelter, care, food, and other
necessities to such persons. EHCH receives substantially all of their funding through
federal and state grants and contributions from the public.
Basis of accounting - The financial statements are prepared on the accrual basis of
accounting and in accordance with generally accepted accounting principles and according
to the guidelines set forth in the AICPA Industry Guide for "Audits of Certain Nonprofit
Organizations" and (SOP 78 -10) "Accounting Principles and Reporting Practices for
Certain Nonprofit Organizations."
Income taxes - The East Hawaii Coalition for the Homeless, Inc. is determined to be a
tax - exempt organization under Section 501(c)(3) of the U.S. Internal Revenue Code and
is classified as other than a private foundation EHCH is recognized to be exempt from
Federal and State income taxes.
Financial Statement Presentation - In 1996, EHCH adopted Statement of Financial
Accounting Standards (SFAS) No. 117, "Financial Statements of Not- for -Profit
Organizations." Under SFAS No. 117, EHCH is required to report information regarding
its financial position and activities according to three classes of net assets (unrestricted net
assets, temporarily restricted net assets, and permanently restricted net assets) based upon
the existence or absence of donor - imposed restrictions. As permitted by this statement,
EHCH has discontinued its use of fund accounting and has, accordingly, reclassified its
financial statements to present classes of net assets. The reclassification had no
cumulative effect on the change in net assets for the year ended June 30, 1997.
EHCH also adopted SFAS No. 116, "Accounting for Contributions Received and
Contributions Made," in 1997. In accordance with SFAS No. 116, contributions received
are recorded as unrestricted, temporarily restricted, or permanently restricted support,
depending on the existence and/or nature of any donor restrictions. The adoption had no
cumulative effect on net assets at the date of the adoption. In addition, EHCH has not
received any contributions with donor - imposed restrictions that would result in
temporarily or permanently restricted net assets.
7
1
June 30, 1997 & 1996
East Hawaii Coalition for the Homeless, Inc.
Notes to Financial Statements
1. Summary of Significant Accounting Policies - continued
Property and depreciation - Property is stated at cost or at a value established by the
Board of Directors at the date of gift. Depreciation is computed using the straight -line
method over the estimated useful lives of the properties.
Leases - Leases that transfer substantially all of the benefits and risks of ownership are
classified as capital leases. All other leases are shown as operating leases.
Contributions - All contributions are considered available for unrestricted use unless
specifically restricted by the donor.
Donated Materials - EHCH assigns values to donated materials based on historical cost or
fair value at the date of gift if it can be determined in the absence of adequate cost records.
Such values are reflected in the accompanying financial statements as In kind contributions
and expenditures as both revenues and expenses.
Donated Services - Volunteers provide assistance to the East Hawaii Coalition for the
Homeless, Inc. on its program activities. EHCH assigns values to such services based on
similar services performed by salaried personnel or what EHCH would incur paying an
independent contractor for such services. Such values are reflected in the accompanying
financial statements as In kind contributions and expenditures as both revenues and
expenses.
2. Receivables 1997 1996
State of Hawaii - Hawaii Housing Authority 49,882 91,006
County of Hawaii - HOME 46,352 0
County of Hawaii - CDBG 0 129,647
Office of Hawaiian Affairs 9,000 9,000
Other 18,673 724
Total S 123,907 $ 230,377
8
Recommendation
We recommend EHCH accounting personnel pay more attention to the invoice dates and other
supporting documents in order to obtain the understanding of the transactions before making the
entries. In order to eliminate these mistakes, we recommend coding and classifications of
disbursements be reviewed by the Executive Director or another responsible person of the
organization
Management response
Management currently codes and classifies transactions which are given to us for our monthly
compilation
We wish to thank Steve Humphers and his staff for their support and assistance during our audit.
This report is intended solely for the information and use of the Board of Directors, management, and
others within EHCH
AThRiokt--, ciDA\
Dolan, Silva & Associates, CPAs, Inc
January 15, 1998
• •
* * * * * * * * * * * * * * * * * * **
19
•
June 30, 1997 & 1996
Property & Equipment
Kiheipua Shelter Duplexes $539,579 $0
Transitional Homes- Kuleana/Wilder 296,307 230,885
Administrative Building 191,412 191,412
Leasehold Improvements - Kiheipua Shelter Sewer 122,155 135,965
Hawaiian Beaches property 0 105,456
Capital Lease Asset - Cannon Copier 18,134 10,743
Shelter Equipment • 34,853 _ 34,853
Office Furniture & Equipment 11,022 11,022
Less accumulated depreciation
Construction in Progress
Investment property for sale
In the previous fiscal year, EHCH accepted a donation of property (house and lot) in the
Hawaiian Beaches. The property was valued at $105,456 at that time. This was shown as part of
Property & Equipment in the prior year. The intention of EHCH is to sell this property and thus
it has been reclassified to Investment property for sale. It is currently being listed with Savio
Realty, Ltd Due to vandalism and the on -going deterioration of the property, it is being listed at
$29,900 thus the reduction of this property to this amount and the recording of a Loss on
reduction in value of Investment property for sale of $62,265 (net of insurance proceeds of
$13,291) in the financial statements.
Notes Payable - Current
• •
East Hawaii Coalition for the Homeless, Inc.
Notes to Financial Statements
Notes Payable - Current is a $44,034 short-term promissory note dated March 19, 1997 from
Bank of Hawaii with a floating 2.5% above a Base Rate interest (this interest rate was 11% as of
June 30, 1997) and a balloon payment of all principal and accrued interest on or before October
28, 1997. This promissory note is secured by the Receivable from the County of Hawaii HOME
program, see Note 2 above.
9
1997 1996
1,213,462 720,336
(131,111) (104,318)
1,082,351 616,018
0 440,776
$1,082,351 $1,056,794
June 30, 1997 & 1996
6. Lease Commitments
The East Hawaii Coalition for the Homeless, Inc. Kiheipua Shelter facility is operated on leased
property from the County of Hawaii. The lease calls for an annual rent of $1 with the current
term expiring in the year 2001.
7. Obligations Under Capital Lease
East Hawaii Coalition for the Homeless, Inc. leases its copying machine from GE Capital Hawaii,
Inc., under a capital lease in the amount of $18,134. The economic substance of the lease is that
East Hawaii Coalition for the Homeless, Inc. is financing the acquisition of the assets through the
lease, and accordingly, it is recorded in the assets and liabilities.
Future minimum lease payments are expected to be as follows:
Year ending June 30th:
1998 $3,627
1999 3,627
2000 3,627
2001 3,627
2002 3,627
8. In kind contributions
In kind contributions consists of the following:
Donated Materials
Donated Services
• •
East Hawaii Coalition for the Homeless, Inc.
Notes to Financial Statements
Total In kind contributions $ 17,528 $ 105,000
10
1997 1996
$ 10,292 $ 105,000
7,236 0
a
•
FILING INSTRUCTIONS
For Year Ending 06/30/98
Retain this sheet for your information. DO NOT ATTACH TO YOUR RETI JRN.
To:
EAST HAWAII COALITION FOR THE HOMELESS
115 KAPIOLANI STREET
HILO, III 96720
We appreciate this opportunity to serve you. If you should have any questions regarding this return or
other tax matters, please contact us.
1. The return was prepared from information famished to us. Please review your return(s) before
filing to ensure that there are no omissions or misstatements of material facts.
2. Sign and date retum(s). Retain the duplicate copies for your records. We recommend that you use
certified mail with postmarked receipts.
3. For FEDERAL return Form 990 :
*There is no remittance due with this return.
*Mail to: INTERNAL REVENUE SERVICE
OGDEN, UT 84201
*Mail Form 990 by 02/15/99 , but as soon as possible.
NOTE: EXPECT ASSESSMENTS OF PENALTIES AND /OR INTEREST IF TAXES ARE OWED.
Ma tied
Rev
Exp
Net
Ass
• •
OMB No. 1545 -0047
Form 990 Return of Organization Exempt From Income Tax
Under section 501(c) of the Internal Revenue Code (except black lung benefit 1997
trust or private foundation) or section 4947(aX1) nonexempt charitable trust This - Form is
Department of the Treasury Open to Public
Internal Revenue Service Note: The organization may have to use a copy of this return to satisfy state reporting requirements. Inspection
A For the 1997 calendar ear, OR tax year period beginning31a 1 , 1997, and endin Jun 30 , 199 8
B Check it: Please C Name of organization, number and street, city, town, state, and ZIP code D Employer identification number
Change of Use IRS
address la or ST HAWAII COALITION FOR THE HOMELESS 99- 0263448
I �"
Initial return print 0r E State registration number
type.
Final return See 1115 KAPIOLANI STREET
specific
Amended return Instruc-
(required also ff s
'r tion.
S reporting)
ILO, HAWAII 96720
State re
G Type of organization --► Exempt under section 501(cX 3 ) 4 (insert numbe ) OR ► section 4947(a X1) nonexempt charitable trust
Note: Section 501(cX3) exempt organizations and 4947(aXl) nonexempt charitable trusts MUST attach a completed Schedule A (Form 990).
H(a) Is this a group return filed for affiliates' U Yes N No 1 If either box in His checked Yes,' enter four -digit
group exemption no (GEN)•
(b) If "Yes," enter number of affiliates for which return is filed: • J Accounting method: u Cash Accrual
(c) is this a separate ' return filed by an organization covered by a group ruling? . . Yes No n Other (specify)
K Check here ► u it the organization's gross receipts are normally not more than $25,000. The organization need not file a return with the IRS;
but if it received a Form 990 Package in the mail, it should file a return without financial data. Some states require a complete return.
F Check • 9 if exemption application
is pending
Note: Form 990 -E2 may be used by organizations with gross receipts less than $100,000 and total assets less than $250,000 at end of year.
Part 1-:4 Revenue, Expenses, and Changes in Net Assets or Fund Balances (See Specific Instructions on page 1t)
For Paperwork Reduction Act Notice, see page 1 of the separate instructions. CAA 7 99012 NTF 12639 GLD 4224 Form 990 (1997
Copyright Forms Software Only 1997 Nelco
1 Contributions, gifts, grants, and similar amounts received:
a Direct public support
b Indirect public support
C Government contributions (grants)
d Total (add lines la through 1c) (attach schedule of contributors)
la
31,780.
1b
le
82,376.
(cash$ 101,156.noncash$ 13,000.)
ld
114,156.
2 Program service revenue including government fees and contracts (from
Part VII, line 93)
2
253,973.
3 Membership dues and assessments
3
4 Interest on savings and temporary cash investments
4
886.
5 Dividends and interest from securities
5
6a Gross rents
b Less: rental expenses
6a
6b
C Net rental income or (loss) (subtract line 6b from line 6a)
6C
7 Other investment income (describe •
)
7
inue
8a Gross amount from sale of assets other
(A) Securities
(B) Other
than inventory
b Less: cost/other basis & sales expenses
8a
8b
C Gain or (loss) (attach schedule)
8C
d Net gain or (loss) (combine line 8c, columns
(A) and (B))
8d
9 Special events and activities (attach schedule)
a Gross revenue (not including $ of
9a
I
1 -
contributions reported on line la)
b Less. direct expenses other than fundraising expenses......
. 9b
(
- -
C Net income or (loss) from special events (subtract line 9b from line 9a)
9C
10a Gross sales of inventory, less returns and allowances
b Less. cost of goods sold .. .
10
l Ob
C Gross profit or (loss) from sales of inventory (attach schedule) (subtract
line 10b from line 10a).
10C
11 Other revenue (from Part VII, line 103) ..
11
-7,888.
12 Total revenue (add lines 1d. 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11) .. ..... .. ....
12
3 61 , 12 7 .
13 Program services (from fine 44, column (B)) .... ... .
_
13
358,879.
14 Management and general (from line 44, column (C)) .... - - ... - . ....
14
44,956.
:nses
15 Fundraising (from line 44, column (D)) .. . ... ..... . . . - .
15
16 Payments to affiliates (attach schedule) .... - - - ....
16
17 Total expenses (add lines 16 and 44, column (A)) ....... ...
17
403,835.
18 Excess or (deficit) for the year (subtract line 17 from line 12)
18
(42,708)
19 Net assets or fund balances at beginning of year (from line 73, column (A)). .. ..
19
1,188,668.
its
20 Other changes in net assets or lurid balances (attach explanation)
20
21 Net assets or fund balances at end of year (combine lines 18, 19, and 20)
21
1,145,960.
Rev
Exp
Net
Ass
• •
OMB No. 1545 -0047
Form 990 Return of Organization Exempt From Income Tax
Under section 501(c) of the Internal Revenue Code (except black lung benefit 1997
trust or private foundation) or section 4947(aX1) nonexempt charitable trust This - Form is
Department of the Treasury Open to Public
Internal Revenue Service Note: The organization may have to use a copy of this return to satisfy state reporting requirements. Inspection
A For the 1997 calendar ear, OR tax year period beginning31a 1 , 1997, and endin Jun 30 , 199 8
B Check it: Please C Name of organization, number and street, city, town, state, and ZIP code D Employer identification number
Change of Use IRS
address la or ST HAWAII COALITION FOR THE HOMELESS 99- 0263448
I �"
Initial return print 0r E State registration number
type.
Final return See 1115 KAPIOLANI STREET
specific
Amended return Instruc-
(required also ff s
'r tion.
S reporting)
ILO, HAWAII 96720
State re
G Type of organization --► Exempt under section 501(cX 3 ) 4 (insert numbe ) OR ► section 4947(a X1) nonexempt charitable trust
Note: Section 501(cX3) exempt organizations and 4947(aXl) nonexempt charitable trusts MUST attach a completed Schedule A (Form 990).
H(a) Is this a group return filed for affiliates' U Yes N No 1 If either box in His checked Yes,' enter four -digit
group exemption no (GEN)•
(b) If "Yes," enter number of affiliates for which return is filed: • J Accounting method: u Cash Accrual
(c) is this a separate ' return filed by an organization covered by a group ruling? . . Yes No n Other (specify)
K Check here ► u it the organization's gross receipts are normally not more than $25,000. The organization need not file a return with the IRS;
but if it received a Form 990 Package in the mail, it should file a return without financial data. Some states require a complete return.
F Check • 9 if exemption application
is pending
Note: Form 990 -E2 may be used by organizations with gross receipts less than $100,000 and total assets less than $250,000 at end of year.
Part 1-:4 Revenue, Expenses, and Changes in Net Assets or Fund Balances (See Specific Instructions on page 1t)
For Paperwork Reduction Act Notice, see page 1 of the separate instructions. CAA 7 99012 NTF 12639 GLD 4224 Form 990 (1997
Copyright Forms Software Only 1997 Nelco
Do not include amounts reported on line
6b, 8b, 9b, 10b, or 16 of Part I.
-
(A) Total
(8) Program
services
, (C) Management
and general
(D) Fundraising
2 Grants and allocations (attach schedule) .. .
non-
(cash$ cash$ )
FOOD, CLOTHING, ASSISTANCE, AND OTHER
-
358,879.
_.-
-
3 Specific assistance to individuals (attach schj.
'4 Benefits paid to or for menbers (attach sch.) ..
'5 Compensation of officers, directors, etc ....
'6 Other salaries and wages
'7 Pension plan contributions
'S Other employee benefits
'.9 Payroll taxes
30 Professional fundraising fees
31 Accounting fees
32 Legal fees .... . . .............
3 - 3 Supplies
34 Telephone
35 Postage and shipping
36 Occupancy
17 Equipment rental and maintenance
3.8 Printing and publications
39 Travel
10 Conferences, conventions, and meetings
11 Interest
12 Depreciation, depletion, etc (attach schedule)
13 Other expenses (itemize): a
23
7,832.
7 , 8 3 2 .
24
(Grants and allocations $
)
25
26
185, 224.
157,440.
27,784.
27
(Grants and allocations $
)
28
15,351.
12,588.
2,763.
29
24,400.
20,008.
4,392.
(Grants and allocations $
30
31
20,362.
12,500.
7,862.
32
(Grants and allocations $
Other program services (attach schedule)
33
'
34
'
35
36
38,991.
38,991.
37
- 4,253.
4 , 2 53 .
38
39
40
41
3,081.
3 , 081.
2
47,753.
- 47,753.
43a
b
43b
c
43c
d
43d
e See Sch. Attached
43e
c31 41
56,588.
403,835.
54,433.
358,879.
2,155.
44,956.
1-4 1 otal functional expenses (add lines 22 through
93),OJganizations mng columns
\E tD) ),carrythese -15
tt is the organizatwn's primary exempt purpose?
rganizations must describe their exempt purpose
-ed, publications issued, etc. Discuss achievements
7(aX 1) nonexempt charitable trusts must also
iv
Program Service
Expenses
(Required for 501(cX3)
and (4) ergs.. and 4947(aX1)
trusts; out optional
tot others)
achievements in a clear and concise manner. State the number of clients
that are not measurable (Section 501(cX3) and (4) organizations and
amount
enter the amount of grants and allocations to others )
PROVIDED SHELTER,
FOOD, CLOTHING, ASSISTANCE, AND OTHER
-
358,879.
BASIC NECESSITIES
TO HOMELESS PEOPLE LIVING IN THE COUNTY
OF HAWAII.
(Grants and allocations $
)
(Grants and allocations $
)
(Grants and allocations $
)
(Grants and allocations $
Other program services (attach schedule)
(Grants and allocations $
)
cam 990(1997) EAST HAWAII COAL___ FOR THE HOMELESS 99- 0. 3448 Page
Part JI Statement of All organizations must complete column (A). are required for section 501(c$3) and (4) organizations and
Functional Expenses section 4947(a)(1 nonexempt charitable trusts but optional for others. (See Specific Instructions on page 15.)
leporting of Joint Costs. -- Did you report in column (8) (Program services) any joint costs from a combined educational
ampaign and fundraising solicrtation?
' Yes," enter (O the aggregate amount of these joint costs .. , $ ; (ii) amt. allocated to Prog services .. $
ul) the arnount allocated to Management and general $ ; and (iv) amt allocated to Fundraising $
Part 1111 Statement of Program Service Accomplishments (See Specific Instructions on page 18.)
tit
ri r
en
;34
a
b
d
a
f Total of Program Service Expenses (should equal line 44, column (8), Program services)..
AA 7 99(12 NTF 12639 GLD 4224
sync et Form< Software Only 1997 Neico
358,879.
No e: Where required, attached schedules and amounts within the description
column should be for end -of -year amounts only.
(A)
Beginning of year
(6)
End of year
its
45 Cash -- non- interest - bearing
46 Savings and temporary cash investments
47a Accounts receivable
b Less: allowance for doubtful accounts
48a Pledges receivable
b Less. allowance for doubtful accounts
49 Grants receivable
50 Receivables from officers, directors, trustees, and
(attach schedule)
51a Other notes and loans receivable (attach
schedule)
b Less: allowance for doubtful accounts
52 Inventories for sale or use
53 Prepaid expenses and deferred charges
54 Investments -- securities (attach schedule)
55a Investments -- land, buildings, and
equipment: basis
b Less: accumulated depreciation (attach
schedule)
56 Investments -- other (attach schedule)
57a Land, buildings, and equipment: basis
b Less: accumulated depreciation (attach
schedule)
58 o ther a ssets (desc • RENTAL DEPOSITS
47a
55,457.
45
76,415.
46
47c
47b
48a
.
48c
48b
key
a
employees
I
102,079.
49
54,059.
50
: '
51 c
151
151b
55a
52
8,623.
53
6,398.
54
—
. .
55c
55b
57a
1,224,987.
29,900.
56
0.
1, 082, 352.
57c
1,046,124.
57b
178, 863.
)
900.
58
500
59 Total assets (add lines 45 through 58) (must equal line 74)
1,279,311.
59
1,183,496.
fifties
60 Accounts payable and accrued expenses
61 Grants payable
62 Deferred revenue
63 Loans from officers, directors, trustees, and key employees (attach
schedule)
64a Tax - exempt bond liabilities (attach schedule)
b Mortgages and other notes payable (attach schedule)
65 Other PP See Schedule Attached )
liabilities (describe
5,072.
60
3,969.
61
62
63
64a
62,169.
64b
14,812.
23,402.
65
18,755.
66 Total liabilities (add lines 60 through 65) .
90,643.
66
37,536.
its
rnd
ices
Organizations that follow SFAS 117, check here... le N and
through 69 and lines 73 and 74
67 Unrestricted
68 Temporarily restricted
69 Permanently restricted
Organizations that do not follow SFAS 117, check here..
lines 70 through 74.
70 Capital stock, trust principal, or current funds .. .
71 Paid -in or capital surplus, or land, building, and equipment
72 Retained earnings, endowment, accumulated income,
73 Total net assets or fund balances (add lines 67 through
through 72. column (A) must equal line 19 and column
line 21) .... ..
74 Total liabilities and net assets / fund balances (add lines
complete fines 67
►, and complete
1, 188, 668.
67
1,145,960.
68
69
-
70
fund . .. . ..
or other funds
69 OR lines 70
(B) must equal
... ... .
66 and 73)
71
72
1, 188, 668.
73
1, 145, 960.
1,279,311.
74
1,183,496.
Ass
Liab
Net
Asst
or F
Bala
(part tVI
•
Balance Sheets (See Specific Instructions on page 18.)
Form 990 (1997) EAST HAWAII COALITION FOR THE HOMELESS
•
99- 0263448
ft
Page 3
Fo m 990 Is available for public inspection and, for some people, serves as the primary or sole source of information about a particular
organization How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore,
please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments.
cAA 7 99034 NTF 12640 GLD 4225
Copyright Forms Software Only 1937 Nelco
(Part -1V -A Reconciliation of Revenue
per Audited
Revenue per
ions, page 20.)
Part - (V
per Audited
Expenses per
- BI Reconciliation of Expenses
Financial Statements with
Return (See Specific Instruc
Financial Statements with
Return
a Total revenue, gains, and other support
per audited financial statements . ... N.
b Amounts included on line a but not on
line 12, Form 990:
(1) Net unrealized gains
oninvestments.. S
389,962.
a Total expenses and losses per audi
financial statements P.
b Amounts included on line a but not
on line 17, Form 990
(1) Donated services
& use ottacilities.. $ 28,835.
a
" - -
432,670.
"
=
-
-
--
b
- -
' 't ":�' "�
_ -
- -
28,835.
.0
-
-
- -
-
- "
28,835 .
(2) Donated services
& use of facilities . $ 28,835.
(2) Prior year adjust-
ments reported on
line 20, Form 990 $
(3) Recoveries of prior
year grants . - $
(3) Losses reported on
line 20, Form 990 . $
(4) Other (specify)
(4) Other (specify)"
$
Add amounts on lines (1) through (4) .. •
C Linea minus line b .... . ►
d Amounts included on fine 12,
Form 990 but not on line a:
(1) Investment expenses
not included on
line 6b, Form 990 $
$
I
361,127 .
Add amounts on lines (1) through (4) ... ■
C Linea minus line b . . .. ..... •
d Amounts included on line 17,
Form 990 but not on line a:
(1) Investment expenses
not included on
line 6b, Form 990. $
c
403,835 .
: "
-
- .
-
d
, " -- - -
- -
- - "
"- -
d
- , . , :
"
. -
- ... .. - .
(2) Other (specify):
(2) Other (specify):
$
$
Add amounts on lines (1) and (2) ►
e Total revenue per line 12, Form 990
(line c plus lined) . ■
Add amounts on lines (1) and (2) ■
0 Total expenses per line 17, Form 990
(line c plus lined) •
WI
361,127 .
01
403,835.
(A) Name and address
(8) Title and average
hours per week
devoted to position
(C) Compensation
(if not paid,
enter -0-.)
ID) Contributions to
employee benefit plans
& deferred comp.
(E) Expense
account and other
allowances
See attached schedule
Form 990 (1997) EAST HI C01_ITION FOR THE HOMELESS
CAA 7 99034 NTF 12641 GLD 4225
Copyright Forms Software Only 1997 Nelco
99- 02634413
Part V, List of Officers, Directors, Trustees, and Key Employees (List each one even if not compensated: see Specific
Instructions on page 20.)
75 Did any officer, director trustee, or key employee receive aggregate compensation of more than $100.000 from your
organization and all related organizations, of which more than $10,000 was provided by the related organizations'.
If "Yes,' attach schedule -- see Specific Instructions on page 20
Page 4
► 0 Yes ® No
CAA 7 99056 NTF 12642 GLO 2677
Copyright Forms Software Only, 1997 Nelco
Forms90(1997) EAST HI COALITION FOR THE HOMELESS 93 0263448
Other Information (see Specific Instructions on page 21.)
76 Did organization engage in any activity not previously reported to IRS? If "Yes," attach detailed description of each activity
77 Were any changes made to the organizing or governing documents but not reported to the IRS?
If "Yes,' attach a conformed copy of the changes
78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? ...
b If "Yes,' has rt filed a tax return on Form 990-T for this year?
79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If Yes," attach a statement ..
80a Is the organization related (other than by association with a statewide or nationwide organization) through common
membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?
b If "Yes,' enter the name of the organization •
[ Part VI -1
181a1
at no charge or at
e organization received a
85c
85d
85e
85f
86a
86b
87a
87b
4955 •
76
78a
78b
79
80a
81b
82a
83a
83b
X
X
X
84a
84b
85a
85b
85g
88
89b
and check whether it is U exempt OR 9 nonexempt.
81a Enter the amount of political expenditures, direct or indirect, as described in the
instructions for line 81
b Did the organization file Form 1120 -POL for this year?
82a Did the organization receive donated services or the use of materials, equipment, or facilities
substantially less than fair rental value?
b If "Yes,' you may indicate the value of these items here. Do not include this amount
as revenue in Part I or as an expense in Part II (See instructions for reporting in
Part III.) I82b1 28,835.
83a Did the organization comply with the public inspection requirements for returns and exemption applications?
b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? _-
84a Did the organization solicit any contributions or gifts that were not tax deductible?
b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not
tax deductible?
85 501(cX4), (5), or (6) organizations. -- a Were substantially all dues nondeductible by members?
b Did the organization make only in -house lobbying expenditures of $2,000 or less?
If Yes was answered to either 85a or 85b, do not complete 85c through 85h below unless t
waiver for proxy tax owed for the prior year.
C Dues, assessments, and similar amounts from members
d Section 162(e) lobbying and political expenditures
e Aggregate nondeductible amount of section 6033(eX 1 XA) dues notices
f Taxable amount of lobbying and political expenditures (line 85d less 85e)
g Does the organization elect to pay the section 6033(e) tax on the amount in 85f?
h If section 6033(eX1 XA) dues notices were sent, does the organization agree to add the amount in 85f to its reasonable
estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? 85h
86 501(cX7) organizations. -- Enter: a Initiation fees and capital contributions included on
line 12
b Gross receipts, included on line 12, for public use of club facilities
87 501(c X12) organizations. -- Enter: a Gross income from members or shareholders
b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them.)
88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership?
If 'Yes,' complete Part IX
89a 501(c X3) organizations -- Enter: Amount of tax imposed during the year under:
section 4911 ► , section 4912 ► ; section
b 501(cX3) and 501(c X4) organizations. -- Did the organization engage in any section 4958 excess benefit transaction
during the year? If "Yes, attach a statement explaining each transaction
C Enter. Amount of lax imposed on the organization managers or disqualified persons during the year under
sections 4912. 4955, and 4958...
d Enter Amount of tax in 89c, above, reimbursed by the organization
90a List the states with which a copy of this return is filed ►
b Number of employees employed In the pay period that includes March 12, 1997 (See instructions.)
91 The books are in care of ■ EAST HA'LAII COALITION FOR THE HOVELESS
Located at ► 11 KAPIOLANI STREET, HILO, HAWAII ZIP +4► 96720
92 Section 4947(a X1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041 -- Check here
and enter the amount of tax- exempt interest received or accrued during the tax year I. 192
•
90b
Telephone no. 1.9 OP - 9 61-2559
Page 5
Yes No
X
X
X
X
X
X
X
X
X
r gross amounts unless otherwise
ated.
Program service revenue:
SHELTER FEES
Unrelated business income
Excluded by section 512, 513, or 514
(E)
Related or exempt
function income
Bu m
code
(B
Amount
(c)
Exclusion code
(D)
Amount
93q
HELP PROVIDE TEMPORARY HOUSING FOR HOMELESS
FAMILIES & INDIVIDUALS
95
HELP PROVIDE TEMPORARY HOUSING FOR HOMELESS
7,445.
TRANSITIONAL FEES
PROVIDE LAUNDRY MACHINES & SODA MACHINE FOR
CLIENTS
103e
HELP PROVIDE TEMPORARY HOUSING FOR HOMELESS
FAMILIES & INDIVIDUALS
5,229.
LOSS ON SALE OF INVESTMENT PROPERTY
%
d this
epalertolher
/
Please
Sign
Here
Under penalties of perjury, l declare that have exam.
belief. n is true. correct. and complete Declarattono`
General truction U, an p ge 10.
v
c
c - � �' .z Pei =. -_
r�
return, including accompanying schedules and statements, and to the best of my knowledge and
than of tiger) is based on all info oration of whtch preparer has any knowledge (See
/
z 9
4.<, -1-- l y f 12:1:- &Fci / (--t PA PA l- I INAL1 i a_EAC ;i- iaEl:
Signature officer
Medicare /Medicaid payments
Fees and contracts from govt. agencies
Membership dues and assessments . . -
Interest on savings and temporary cash
investments
Dividends and interest from securities...
Net rental income or real estate
debt - financed property ... ...... .
not debt - financed property .. .
Net rental income or (loss) from personal
property
Other investment income
Gain or (loss) from sales of assets other
than inventory
Net income or (loss) from special events. .
Gross profit/(loss)from sales of inventory
Otherrevenue:
Paid
Preparers
Useonfy
Preparers
signature
,./.
` y / '
- 9
Date
<77-
-
!J
C heck if self-
lo ed ► r
eP Y
Preparers SSN
- -
Firm's name (or urs
if self-employed)
and address
Dolan, Silva / & Assoc. , CPA
, Inc
241,299.
16A Railroad Avenue
ZIP +4• 96720
Hilo, HI
14
886.
—
See Sch. Attached
-7,888.
subtotal (add columns (B),(D). and (ED
-:' _ .
0...: [ " :
` ° :::
886.
246, 085.
1Part-VIII
Relationship of Activities to the Accomplishment of Exempt Purposes (See Specific Instructions on pg. 26.)
Line No.
T
Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the
organization's exempt purposes (other than by providing funds for such purposes).
93a
HELP PROVIDE TEMPORARY HOUSING FOR HOMELESS FAMILIES & INDIVIDUALS
93b
HELP PROVIDE TEMPORARY HOUSING FOR TRANSITIONAL CLIENTS
93q
HELP PROVIDE TEMPORARY HOUSING FOR HOMELESS
FAMILIES & INDIVIDUALS
95
HELP PROVIDE TEMPORARY HOUSING FOR HOMELESS
FAMILIES & INDIVIDUALS
103e
PROVIDE LAUNDRY MACHINES & SODA MACHINE FOR
CLIENTS
103e
HELP PROVIDE TEMPORARY HOUSING FOR HOMELESS
FAMILIES & INDIVIDUALS
103e
LOSS ON SALE OF INVESTMENT PROPERTY
%
d this
epalertolher
/
Name, address, and employer identification
number of corporation or partnership
P o facie of
qe
interest
Nature of
business activities
Total
income
-- -
End -of -year
assets
%
d this
epalertolher
/
Please
Sign
Here
Under penalties of perjury, l declare that have exam.
belief. n is true. correct. and complete Declarattono`
General truction U, an p ge 10.
v
c
c - � �' .z Pei =. -_
r�
return, including accompanying schedules and statements, and to the best of my knowledge and
than of tiger) is based on all info oration of whtch preparer has any knowledge (See
/
z 9
4.<, -1-- l y f 12:1:- &Fci / (--t PA PA l- I INAL1 i a_EAC ;i- iaEl:
Signature officer
Date Type or print name and Gale
O
Paid
Preparers
Useonfy
Preparers
signature
,./.
` y / '
- 9
Date
<77-
-
!J
C heck if self-
lo ed ► r
eP Y
Preparers SSN
- -
Firm's name (or urs
if self-employed)
and address
Dolan, Silva / & Assoc. , CPA
, Inc
EIN ■ 99 0284383
16A Railroad Avenue
ZIP +4• 96720
Hilo, HI
Form990(1997) EAST HAWAII COALITION FOR THE HOMELESS 99 - 0263448
I Part yl! _Analysis of Income - Producing Activities (see specnic in structions on pane 25.
Ente
indic
93
a
b
c
d
e
1
9
94
95
96
97
a
b
98
99
100
101
102
103
104
105
Note: (Line 105 plus line 1d, Part I, should equal the amount on line 12, Part I.)
•
Page 6
246,971
Part IX j information Regarding Taxable Subsidiaries (Complete this Part if "Yes"
12
Copyright Forms Software Only 1997 Nelco
(a) Name and address of each employee paid more
than $50.000
(b) Title and average h ours
per week devoted to position
( Compensation
(d)Contributions to
p lans &
def o
red mt plash
(e) Expense
accauntand
d
other allowances
N/A
Total number of other employees paid over
$50.000.... ....... •
.:..: .:..:.: ......:
t.... ::,
SCHEDULE A
(Form 990)
Department of the Treasury
internal Revenue Service
N/A
•
•
Organization Exempt Under Section 501(c)(3)
(Except Private Foundation) and Section 501(e), 501(1), 501(10,
501(n), or Section 4947(aX1) Nonexempt Charitable Trust
Supplementary Information
See separate instructions.
• Must be completed by the above organizations and attached to their Form 990 or 990 -EZ.
Name of the organization
EAST HI COALITION FOR THE HOMELESS
1 Part i j Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
(See instructions on page 1 List each one. If there are none, enter "None')
PartJL) Compensation of the Five Highest Paid Independent Contractors for Professional Services
(See instructions on page 1. List each one (whether individuals or firms). If there are none, enter 'None. ")
r paid rnore than $50,000
(b) Type of service
(a) Name and address of each independent contracto
Total number of others receiving over $50,000 for
professional services ... ►
For Paperwork Reduction Act Notice, see page 1 of the instructions for Form 990 and Form 990 -EZ.
CAA 7 990Al2 NTF 12644 GLD 3274
cnnvrmht Forms Scn+are oni: 1007 rmirn
OMB No. 1545 -0047
1997
Employer identi ication number
99- 0263448
(c) Compensation
Schedule A (Form 990) 1997
. � r
EAST HI COALITION FOR THE HOMELESS 99- 0263448
Schedule A (Form 990) 1997
Part in
Statements About Activities
•
1
2a
2b
X
2c
2d
2e
3
Yes
X
1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to
influence public opinion on a legislative matter or referendum?
If "Yes," enter total expenses paid or incurred in connection with the lobbying activities W. $
Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI -A Other
organizations checking "Yes," must complete Part VI -B AND attach a statement giving a detailed description of the
lobbying activities
2 During the year, has the organization. either directly or indirectly, engaged in any of the following acts with any of its
trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with
which any such person is affiliated as an officer, director, trustee. majority owner. or principal beneficiary
a Sale, exchange. or leasing of property? .. .. .. .
b Lending of money or other extension of credit? ... . . .. .. .... ... ... _ .. ... .
C Furnishing of goods. services, or facilities?
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000) .. _ . . .
e Transfer of any part of its income or assets? . .. ... .. .. If the answer to any question is "Yes, attach a detailed statement explaining the transactions.
3 Does the organization make grants for scholarships, fellowships, student loans, etc.?
4 Attach a statement to explain how the organization determines that individuals or organizations receiving grants or loans
from it in furtherance of its charitable programs quality to receive payments (See instructions on page 2.)
E Part IV 1
Reason for Non - Private Foundation Status (see instructions on pages 2 through 4.)
The o ganization is not a private foundation because it is: (Please check only ONE applicable box.)
5 - A church, convention of churches, or association of churches. Section 170(bX1 XAXi).
6 - A school Section 170(bX1XAXii). (Also complete Part V, page 4.)
7 - A hospital or a cooperative hospital service organization. Section 170(bX1XAXiii).
8 A Federal. state, or local government or governmental unit. Section 170(6X1 XAXv)
9 - A medical research organization operated in conjunction with a hospital. Section 170(bXIXAXIii) Enter the hospital's name, city,
and state ■
10 Li An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(6X1 XA X iv).
(Also complete the Support Schedule in Pan IV -A )
11a ® An organization that normally receives a substantial part of es support from a governmental unit or from the general public
Section 170(b)(1XAXvi) (Also complete the Support Schedule in Part IV - A.)
11 b A community trust Section 170(bX1XAXvi). (Also complete the Support Schedule in Part IV -A )
12 - An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross
receipts from activities related to its charitable, etc , functions -- subject to certain exceptions, and (2) no more than 33 1/3% of its
support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the
organization after June 30, 1975. See section 509(a X2) (Also complete the Support Schedule in Part IV -A )
13 D An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations
described in (1) tines 5 through 12 above; or (2) section 501(c X4), (5), or (6). if they meet the test of section 509(a X2) (See
section 509(a X3) )
Provide the following information about the supported organizations (See instructions on page 4.)
(a) Name(s) of supported organ zation(s)
14 An organization organized and operated to test for public safety Section 509(a X4) (See instructions on page 4 )
CAA 990Al2 NTF 12645 GLD 3274
Copyright Form; Sot taare Ono 1997 Nelco
Page 2
No
X
X
X
X•
X
(b) Line number
from above
Calendar year (or flscal year beginning in) O.
(a) 1996
(b) 1995
(c) 1994
(d) 1993
(e) Total
15 Gifts, grants, and contributions
received. (Do not Include unusual
grants. See line 28)
564, 910.
263, 147.
541, 695.
428, 001.
1,797,753.
16
Membership tees received
17
Gross receipts from admissions,
merchandise sold or services
performed, or furnishing of
facilities m any activity that is not
a business unrelated to the
organization's r ehantab+e, etc,
12,545.
19;121.
19,800.
. 13,979.
65,445.
18
Gross income from interest,
dividends, amounts received from
payctiomentn 5 on a )(S)), secururentets. s loans
( s e
toyafttes, and unrelated business taxable income (less section 511
taxes) from businesses acquired
Wtie organization otter June 30,
1 N B et
605.
3,046
3,837.
1, 663.
9,151.
19
income from unrelated
business activities not included in
line 18
20
Tax revenues levied for the
organization's benefit and either
paid to it or expended on its
behalf
21
The value of services or facilities
fumtshed to the organization by
' a governmental unit without
charge. Do not include the value
of services or facilities generally
furnished to the public without
charge
'
22
Other income. Attach a schedule
Do not include gain or (loss) from
sale of capital assets
3,169.
6,711.
10,549.
2,148.
22,577.
23
Total otlinesl5 through 22
581, 229.
292, 025.
575, 881.
445, 791.
1, 894, 926.
24
Line 23 minus line 17
568, 684.
272, 904.
556, 081.
431, 812.
1, 829, 481.
25
Enter l %oflirte23
5,812.
2,920.
5,759.
4,458..1:'
€:
26
Organizations described in lines
b Attach a list (which is not open
person (other than a governmental
through 1996 exceeded the amount
c Total support for section 509(a
d Add: Amounts from col. (e) for
e Public support (line 26c minus
1 Public support percentage (line
10 or 11: a Enter 27. of amount in column (e), line 24 •
to public inspection) showing the name of and amount contributed by each
unit or publicly supported organization) whose total gifts for 1993
shown in fine 26a. Enter the sum of all these excess amounts •
X1) test: Enter line 24, column (e) •
lines: 18 9,151. 19
26a
36,590.
26b
26c
1,829,481.
26d
31,728.
22 22,577. 26b •
line 26d total) •
26e (numerator) divided by line 26c (denominator)) 01.
26e
1,797,7
26f
98.27%
99- 026344
EAST HI COALITION FORE HOMELESS
Schedule A (Form 990) 1997
Support Schedule (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting.
Note: You ma use the worksheet in the instructions for converting from the accrual to the cash method of accounting.
Pa.e 3
27 Organizations described on line 12: a For amounts included in lines 15, 16, and 17.that were received rom a "disqualified person."
attach a list to show the name of, and total amounts received in each year from, each 'disqualified person: Enter he sum of such amounts
for each year:
(1996) (1995) (1994) (1993)
b For any amount included in line 17 that was received from a nondisqualified person, attach a list to show the name of, and amount received
for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) 85,000. (Include in the list organizations described
in lines 5 through 11, as well as individuals.) After computing the difference between the amount received and the larger amount described in
(1) or (2), enter the sum of these differences (the excess amounts) for each year.
(1996) (1995) (1994)
C Add: Amounts from col (e) for lines: 15 16
d Ad t t
27a total and line 27b total
e Public support (line 27c total minus fine 27d total)
f Total support for section 509(a X2) test: Enter amount on line 23, col. (e) 127f
cAA 7 990A34 NTF 12646 GLO 3275
Copyright Forms Software Only, 1997 Nelco
(1993)
•
s
27d
27e
17 20 21 .. • 27c
1 If
g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) O. 27g 7.
h Investment income percentage (line 18, column (e) (numerator) divided by line 27f (denominator)). ► 27h
28 Unusual Grants: For an organization descnbed in line 10, 11, or 12 that received any unusual grants during 1993 through 1996, attach a list
(which is not open to pubic inspection) (or each year showing the name of the contributor, the date and amount of the grant, and a brief
description of the nature of the grant. Do not include these grants in line 15. (See instructions on page 4.)
d
EAST HI COALITION FOR THE OMELESS 99- 0263448 •
Schedule A (Form 990) 1997
Part'N.I Private School Questionnaire (See instructions on page 4.)
(To be completed ONLY by schools that checked the box on line 6 in Part IV)
29 Does the organizationhave a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other
governing instrument, or in a resolution of its governing body?
30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures,
catalogues, and other written communications with the public dealing with student admissions, programs, and
scholarships?
31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the
period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes
the policy known to all parts of the general community it serves?
If "Yes," please describe; if "No," please explain (If you need more space, attach a separate statement.)
32 Does the organization maintain the following:
a Records indicating the racial composition of the student body, faculty, and administrative staff?
b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis?
C Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with
student admissions, programs, and scholarships?
d Copies of all material used by the organization or on as behalf to solicit contributions?
33 Does the organization discriminate by race in any way with respect to:
a Students' rights or privileges?
b Admissions policies?
C Employment of faculty or administrative staff?
d Scholarships or other financial assistance? .. . .
e Educational policies?
t Use of facilities?
9 Athletic programs? ....
h Other extracurricular activities?
If you answered "Yes" to any of the above. please explain. (If you need more space, attach a separate statement.)
343 Does the organization receive any financial aid or assistance from a governmental agency? ..
35
CAA
If you answered "No" to any of the above, please explain. (If you need more space, attach a separate statement.)
b Has the organizations right to such aid ever been revoked or suspended ?... ..
If you answered "Yes" to either 34a or b, please explain using an attached statement.
Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4.05 of
Rev. Proc. 75 -50, 1975 -2 C.B. 587, covering racial nondiscrimination? If "No, attach an explanation
7 990A34 NTF 12647 GLD 3275
Copyright Farms Software Only. 1997 Nelco
NIA
Page 4
Check here • a
Check here • 13
_ if the organization belongs to an affiliated group.
if you checked "a" above and "limited control" provisions apply.
Limits on Lobbying Expenditures
The term "expenditures" means amounts paid or incurred )
(a)
Affiliated group
totals
(b)
To be completed
for ALL electing
organizations
36 Total lobbying expenditures to influence public opinion (grassroots lobbying) ... .
37 Total lobbying expenditures to influence a legislative body (direct lobbying)
38 Total lobbying expenditures (add lines 36 and 37)
39 Other exempt purpose expenditures
40 Total exempt purpose expenditures (add lines 38 and 39) ... ...
41 Lobbying nontaxable amount Enter the amount from the following table --
If the amount on line 40 is -- The lobbying nontaxable amount is --
Not over $500,000 20% of the amount on line 40 ....
Over $500,000 but not over $1,000,000 plus 1S % of the excess over 8500,000
Oyer $1,000,000 but not over $1,500,000 $ 175,000 plus 10% of the excess over 81,000.000
Over $1,500,000 but not over S17, 000,000 2225.000 plus 5% of the excess aver 51.500,000 Over $17,000.000 $1,000,000
42 Grassroots nontaxable amount (enter 25% of line 41)
43 Subtract line 42 from line 36. Enter -0- if line 42 is more than line 36
44 Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38
Caution: If there is an amount on either line 43 or line 44, you must file Form 4720.
Of
36
37
46 Lobbying ceding
amount (150% of line 45(e))
38
39
47 Total lobbying
expenditures . . . .
40
-
41
- -
.:.
-
- . ..
,
42
43
- ,
44
- -
-
-
50 Grassroots lobbying
expenditures .. .
Calendar year (or fiscal
year beginning in) ►
(a)
1997
(b)
1996
(c)
1995
(d)
1994
(e)
Total
45 Lobbying
nontaxable amount .
46 Lobbying ceding
amount (150% of line 45(e))
47 Total lobbying
expenditures . . . .
48 Grassroots
nontaxable amount
49 Grassroots ceiling
amount (150%
of line 48(e))
- -
- -
-
-
50 Grassroots lobbying
expenditures .. .
•
99- 0263448
EAST HI COALITION FO HOMELESS
Schedule A (Form 990) 1997
Part Y[ Lobbying Expenditures by Electing Public Charities (See instructions on page 6.)
(To be completed ONLY by an eligible organization that filed Form 5768)
4 -Year Averaging Period Under Section 501(h
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below.
See the instructions for lines 45 through 50 on page 71
Lobbying Expenditures During 4 -Year Averaging Period
Pad 1/1-B Lobbying Activity by Nonelecting Public Charities
(For reporting only by organizations that did not complete Pan VI -A) (See instructions on page 7.)
During the year, did the organization attempt to influence national, state or local legislation including any
attempt to influence public opinion on a legislative rnatter or referendum, through the use of
a Volunteers .... .... .. ...... .. . ..
b Paid staff or management (Include compensation in expenses reported on lines c through h ) .. ... .
C Media advertisements . . . .
d Mailings to members legislators, or the public.... .. ... .
e Publications or published or broadcast statements ...
1 Grants to other organizations for lobbying purposes ... -
g Direct contact with legislators. their staffs, government officials, or a legislative body .
11 Rashes. demonstrations, seminars, conventions, speeches, lectures. or any other means
Total lobbying expenditures (add lines c through h). .. ... ...
If "Yes to any of the above, also attach a statement giving a detailed description of the lobbying activities
CAA 7 990A56 NTF 12648 GLD 3276
Copyright Forms Software Only, 1997 Nelco
Yes
No
X
X
X
X
Amount
Page 5
t 4
EAST HI COALITION FORE HOMELESS 99- 026344
Schedule A (Form 990) 1997 Page 6
EPatV11 9 Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations
51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of
the Code (other than section 501(cx3) organizations) cr in section 527, relating to political organizations?
a Transfers from the reporting organization to a noncharitable exempt organization of:
(I) Cash
(ii) Other assets
b Other transactions:
(1) Sales of assets to a noncharitable exempt organization
(ii) Purchases of assets from a noncharitable exempt organization
(iii) Rental of facilities or equipment
(iv) Reimbursement arrangements
(v) Loans or loan guarantees
(vi) Performance of services or membership or fundraising solicitations
C Sharing of facilities, equipment, mailing lists, other assets, or paid employees
d If the answer to any of the above is "Yes,' complete the following schedule Column (b) should always show the fair market value of the
goods, other assets, or services given by the reporting organization. If the organization received less than fair market value in any transaction
or sharing arrangement, show in column (d) the value of the goods, other assets, or services received:
((a)
Amount involved
(c)
Name of noncharitable exempt organization
(a)
Line no.
N/A
52a Is the organization directly o indirectly affiliated with, or related to, one or more tax- exempt organizations described in
section 501(c) of the Code (other than section 501(cx3)) or in section 527? ► 0 Yes
b if Yes, complete the following schedule:
(a)
Name of organization
GM 3276
(b)
Type of organization
N/A
CAP 7 99006 NTF 12649
Copyright Form Software Only, 1997 Nelco
(c)
Description of relationship
51a(i)
a(ii)
b(i)
b(ii)
b(iv)
b(v)
b(vi)
Yes
No
X
X
(d)
Description of transfers, transactions, & sharing arrangements
® No
y S •
(a) Classification of property
(b) Month and
year laced
in service
(b (c)Basis for rmeo use
ony - - see instructions)
(c Recovery
period
(e)
Convention
(f)M
( g)De reciation
p
deduction
15a 3 -year property
-
12 yrs
S/L
C 40 -year
b 5 -year property
40 yrs MM
S/L
C 7 -year property
d 10 -year property
e 15 -year property
1 20 -year property
g 25 -year property
25 yrs
-
S/L
h Residential rental
property
27 5 yrs
MM
S/L
27 5 yrs
MM
S/L
1 Nonresidential real -
property
39 yrs
_ MM
S/L
MM
S/L
16a Class hfe
S/L
b 12 -year
12 yrs
S/L
C 40 -year
40 yrs MM
S/L
0
Form 4562
Department of the Treasury
Internal Revenue Service (99)
•
•
Depreciation and Amortization
(Including Information on Listed Property)
► See separate instructions. ► Attach this form to your return.
Name(s) shown on return Business or activity to which this form relates
EAST HI COALITION FOR THE HOM
I Part 1 J Election To Expense Certain Tangible Property (Section 179) (Note: It you have any "lls ed property,
complete Part V before you complete Part I.)
(b) Cost (business use onty)
7
13
1
3
4
5
(c)Elected cost
8
9
10
11
12
1 Maximum dollar limitation If an enterprise zone business, see page 2 of the instructions
2 Total cost of section 179 property placed in service. See page 2 of the instructions
3 Threshold cost of section 179 property before reduction in limitation
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0-
5 Dollar limitation for tax year. Subtract line 4 from line 1 If zero or less, enter -0- If married iling
separately, see page 2 of the instructions
6 (a)Description of property
7 Listed property Enter amount from line 27
8 Total elected cost of section 179 property Add amounts in column (c), lines 6 and 7 .
9 Tentative deduction Enter the smaller of line 5 or line 8
10 Carryover of disallowed deduction from 1996. See page 3 of the instructions
11 Business income limitation. Enter smaller of business income (not less than zero) or line 5 (see instructions)
12 Section 179 expense deduction Add tines 9 and 10, but do not enter more than line 11 . . .
13 Carryover of disallowed deduction to 1998 Add lines 9 and 10. less line 12... . ►
Note: Do not use Part 11 or Part 111 below for listed property (automobiles, certain other vehicles, cellular telephones, certain computers, or property
used for entertainment, recreation, or amusement). Instead, use Part V for listed property
[Part 11 MACRS Depreciation For Assets Placed in Service ONLY During Your 1997 Tax Year (Do Not
Include Listed Property.)
Section A -- General Asset Account Election
14 If you are making the election under section 168(iX4) to group any assets placed in service during the tax year into one or more
general asset accounts, check this box See page 3 of the instructions
Section B -- General Depreciation System (GDS) (See page 3 of the instructions
Section C -- Alternative Depreciation System (ADS) (See pane 6 of the instructions
art Illy Other Depreciation (Do Not Include Listed Property.) (See page 6 of the ins ructions )
For Paperwork Reduction Act Notice, see the separate instructions.
CAA 7 456212 NTF 10967
Copyright F2rms Sott,.are Only. 1997 Nel Inc
OMB No 1545 -0172
1997
Attachment
Sequence No 67
Identifying number
99 0263448
$ 18,000
$200.000
17 GDS and ADS oeductions for assets placed in service in tax years beginning before 1997 .
18 Property subject to section 168(0(1) election
19 ACRS and other depreciation .. -
Part IVj Summary (See page 7 of the instructions )
20 Listed property Enter amount from line 26 ..
21 Total. Add deeuctions on line 12, lines 15 and 16 in column (g). and lines 17 through 20 Enter here and on
the appropriate !knes of your return Partnerships and S corporations -- see instructions
22 For assets shown above and placed in service during the current year, enter the
portion of the oasts attributable to section 263A costs... .. .. .. . .
22
17
18
19
20
21
47,753.
Form 4562 (1997)
23a Do you have evidence to support business /investment use claimed?' I Yes I - I No
23b If "Yes," is the evidence written?
Yes I I No
(a)
Type of property
(list vehicles first)
(b)
placed
laced in
service
(c)Busn /
in vestment
use
percentage
Cos
other basis
(e)
(busn.lnvestrrpient
use only)
Recovery
period
Method/ d/
Convention
Depreciation
deduction
Elected
section 179
cost
28 Total business/investment miles driven
during year (DO NOT include commuting mites). .
29 Total commuting miles driven during year .
30 Total other personal (noncommuting)
miles driven
31 Total miles driven during the year Add
lines 28 through 30
32 Was the vehicle available for personal use
during off -duty hours'.
33 Was the vehicle used primarily by a more
than 5% owner or related person?
34 Is another vehicle available for personal
use? ..... ..
(a)
Vehicle 1
(b)
Vehicle 2
^
(d)
Vehicle 4
_ _._..
(f)
Vehicle 6
S /L-
Amortization of costs that begins during your 1997 tax year
S/L-
41
Amortization of costs that began before 1997 . . ..
S/L-
42
26
27
Add amounts in column (h). Enter the total here and on line 20, page 1
Add amounts in column (i) Enter the total here and on line 7, page 1. . ..
Yes
26
Yes
27
No
28 Total business/investment miles driven
during year (DO NOT include commuting mites). .
29 Total commuting miles driven during year .
30 Total other personal (noncommuting)
miles driven
31 Total miles driven during the year Add
lines 28 through 30
32 Was the vehicle available for personal use
during off -duty hours'.
33 Was the vehicle used primarily by a more
than 5% owner or related person?
34 Is another vehicle available for personal
use? ..... ..
(a)
Vehicle 1
(b)
Vehicle 2
(c)
Vehicle 3
(d)
Vehicle 4
(e)
Vehicle 5
(f)
Vehicle 6
40
Amortization of costs that begins during your 1997 tax year
41
Amortization of costs that began before 1997 . . ..
41
42
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Form 4562 (1997)
•
Page 2
[Part-V1 Listed Property -- Automobiles, Certain Other Vehicles, Cellular Telephones, Certain Computers,
and Property Used for Entertainment, Recreation, or Amusement
Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 23a. 23b,
columns (a) through (c) of Section A, all of Section B. and Section C if applicable
Section A -- Depreciation and Other Information (Caution: See page 8 of the instructions for limits for passenger automobiles )
roperty used more than 50% in a qualified business use (See page 7 of the instructions.):
0 /5
25 Property used 50% or less in a qualified business use (See page 7 of the in
•
Section B -- Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other more than 5% owner " or related person. If yon provided vehicles to
your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles
Section C -- Questions for Employers Who P ovide Vehicles for Use by Their Employees
Answer these questions to determine it you meet an excep ion to completing Section B for vehicles used by employees who are not more than 5%
owners or related persons
35 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your
employees' .
36 Do you maintain a written policy statement that prohibits personal use of vehicles. except commuting. by your employees?
See page 9 of the instructions for vehicles used by corporate officers, directors, or 1% or more owners.. .
37 Do you treat all use of vehicles by employees as personal use? ... .. .. . ..... . .
38 Do you provide more than five vehicles to your employees, obtain information from your employees about the use of the
vehicles. and retain the information received" ..
39 Do you meet the requirements concerning qualified automobile demonstration use? See page 9 of the instructions. - .
Yes
Part VI
n your answer to 35 36, 37 38. or 39 is Yes. " you need not complete Section B for the covered vehicles
Amortization
Copyright Forms Software Onf/ 1997 Netco. Inc
No
r 4
(a)
Description of costs
(b)
Date amortization
begins
9
(c)
Amortizable
amount
(d)
Code
section
(e)
Amortization
period or
percentage
(t)
Amonizaton
for this year
40
Amortization of costs that begins during your 1997 tax year
41
Amortization of costs that began before 1997 . . ..
41
42
Total. Enter here and on 'Other Deductions" or Other Expenses" line of your return
42
Form 4562 (1997)
•
Page 2
[Part-V1 Listed Property -- Automobiles, Certain Other Vehicles, Cellular Telephones, Certain Computers,
and Property Used for Entertainment, Recreation, or Amusement
Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 23a. 23b,
columns (a) through (c) of Section A, all of Section B. and Section C if applicable
Section A -- Depreciation and Other Information (Caution: See page 8 of the instructions for limits for passenger automobiles )
roperty used more than 50% in a qualified business use (See page 7 of the instructions.):
0 /5
25 Property used 50% or less in a qualified business use (See page 7 of the in
•
Section B -- Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other more than 5% owner " or related person. If yon provided vehicles to
your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles
Section C -- Questions for Employers Who P ovide Vehicles for Use by Their Employees
Answer these questions to determine it you meet an excep ion to completing Section B for vehicles used by employees who are not more than 5%
owners or related persons
35 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your
employees' .
36 Do you maintain a written policy statement that prohibits personal use of vehicles. except commuting. by your employees?
See page 9 of the instructions for vehicles used by corporate officers, directors, or 1% or more owners.. .
37 Do you treat all use of vehicles by employees as personal use? ... .. .. . ..... . .
38 Do you provide more than five vehicles to your employees, obtain information from your employees about the use of the
vehicles. and retain the information received" ..
39 Do you meet the requirements concerning qualified automobile demonstration use? See page 9 of the instructions. - .
Yes
Part VI
n your answer to 35 36, 37 38. or 39 is Yes. " you need not complete Section B for the covered vehicles
Amortization
Copyright Forms Software Onf/ 1997 Netco. Inc
No
r 4
4 t
• •
NAME:EAST HI COALITION FOR THE HOMELESS ID N0:99- 0263448
Description
SUPPORTING SCHEDULE
1997 Form 990
Part II - Statement of Functional Expenses
Line 43 - Other Expenses
OTHER CONTRACTED SERVICES 2,405. 250.
INSURANCE 33,900. 33,900.
REPAIRS & MAINTENANCE 8,918. 8,918.
OFFICE EXPENSES 4,028. 4,028.
FOOD -FEMA 1,388. 1,388.
ADVERTISING 475. 475.
PROPERTY TAXES & LICENSES 241. 241.
OTHER 5,233. 5,233.
(B) Program (C) Mgmt. (D) Fund -
(A) Total Services & General raising
2,155.
Totals 56,588. 54,433. 2,155.
NAME:EAST HAWAII COALIT FOR THE HOMELESS • ID NO:99- 0263448
1997 Form 990
Part IV, Balance Sheets - Line 57
Land, Buildings, and Equipment
Totals
Total
Totals
Description
KIHEIPUA SHELTER DUPLEXES
TRANSITIONAL HOMES - KULEANA/ WILDER
ADMINSTRATIVE BUILDING
LEASEHOLD IMPROVEMENTS - KIHEIPUA
SHELTER SEWER
CAPITAL LEASE ASSET - CANNON COPIER
SHELTER EQUIPMENT
OFFICE FURNITURE & EQUIPMENT
1997 Form 990
Part IV, Balance Sheets - Line 58
Other Assets
1997 Form 990
Part IV, Balance Sheets - Line 64b
Mortgages and Other Notes Payable
Description
CAPITAL LEASE OBLIGATION- COPIER
NOTES PAYABLE -BOH LOAN
SUPPORTING SCHEDULE
Cost/ Accumulated Book
Basis Deprec. Value
539,579.
296,307.
191,412.
122,155.
18,135.
42,853.
14,546.
25,480.
36,915.
46,574.
24,949.
4,231.
29,413.
11,301.
514,099.
259,392.
144,838.
97,206.
13,904.
13,440.
3,245.
1,224,987. 178,863. 1,046,124.
Description Amount
RENTAL DEPOSITS 500.
Original Balance Date of Maturity
Amount Due Note Date
18,135. 14,812. 06/30/97
44,034. 0.
62,169. 14,812.
500.
, 4
• •
. NAME:EAST HAWAII COALITION FOR THE HOMELESS
1997 Form 990
Part IV, Balance Sheets- Line 65
Other Liabilities
SUPPORTING SCHEDULE
ID NO:99- 0263448
Description Amount
ACCRUED LIABILITIES 17,604.
FUNDS HELD IN TRUST 1,151.
Total 18,755.
. NAME:EAST HAWAII COALIT FOR THE HOMELESS • ID NO:99- 0263448
Description
VENDING - LAUNDRY /SODA MACH
OTHER REVENUES
LOSS ON SALE OF
INVESTMENT PROPERTY
SUPPORTING SCHEDULE
1997 Form 990
Part VII Analysis of Income- Producing Activities
Line 103 - Other Revenue
r S i
Unrelated Excluded by sec.
Business Income 512, 513, or 514 (e) Related
(a) (c) or exempt
Bus. (b) Excl. (d) function
code Amount code Amount income
3,208.
651.
- 11,747.
Totals - 7,888.
r •
NAME:EAST HI COALITION FOR •E HOMELESS
SUPPORTING SCHEDULE
1997 Form 990
Part V - List of Officers, Directors, and Trustees
(A) Name and Address
STEPHEN HUMPERS
471 HOOPUNI STREET
HILO, HI 96720
ARHOLD MARTINES
117 KEAWE STREET
HILO, HI 96720
MARC WEINER
P.O. BOX 124
LAUPAHOEHOE, HI 96764
LORRAINE SHIN
169 PUUEO STREET
HILO, HI 96720
BEVERLY G. PAPALIMU
1053 KAUMANA DR.
HILO, HI 96720
PATRICIA MARTINEZ
P.O. BOX 1357
HILO, HI 96721
PAUL D'ALMEIDA
P.O. BOX 1782
HILO, HI 96721
ALICE MOON
121 LOKAOKA STREET
HILO, HI 96720
WILFRED OKABE
322 NANIAKEA STREET
HILO, HI 96720
JD PENN
169 PUUEO STREET
HILO, HI 96720
ARDITH RENTERIA
P.O. BOX 1007
PEPEEKEO, HI 96783
NANCY SCHEIN
HCR 3 BOX 14058
KEAAU, HI 96749 -9224
STEPHEN HUMPHERS
471 HOOPUNI STREET
HILO, HI 96720
(B)Title and (C)Compen-
average hours sation (if
per week not paid)
PRESIDENT
(7/97 - 9/97)
1 HOUR/ WEEK
PRESIDENT
(10/97 - 4/98)
1 HOUR/ WEEK
PRESIDENT
(4/98 - 6/98)
1 HOUR/ WEEK
VICE PRESIDENT
1 HOUR/ WEEK
TREASURER
2 HOURS/ WEEK
DIRECTOR
1 HOUR/ WEEK
DIRECTOR
1 HOUR/ WEEK
DIRECTOR
1 HOUR/ WEEK
DIRECTOR
1 HOUR/ WEEK
DIRECTOR
1 HOUR/ WEEK
DIRECTOR '
1 HOUR/ WEEK
DIRECTOR
1 HOUR/ WEEK
ACTING
EXECUTIVE
DIRECTOR
40 HOURS/ WEEK
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
•
(D)Contri-
butions to
employee
ben. plans
ID NO:99- 0263448
0.
O .
0.
0.
O .
0.
0.
0.
O .
0.
0.
0.
(E) Expense
account and
other
allowances
O .
O .
O .
O .
O .
0.
O .
O .
O .
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O .
0.
Form 2758
(Rev. May 1995)
D eoar tm en t of the Trea sury
Internal Rev enue Se rvice
Please type or
print. File the
original and one
copy by the due
date for filing
your return. See
instructions on
page 2.
• •
Application for Extension of Time To File
Certain Excise, Income, Information, and Other Returns
Name
EAST HAWAII COALITION FOR THE HOMELESS
Number, street, and room or suite no. (or P.O. box no if mail is not delivered to street address)
115 KAPIOLANI STREET
A File a separate application for each return.
City, town or post office, state and ZIP code. For a foreign address, see instructions.
HILO, HAWAII 96720
Note: Corporate income tax return filers must use Form 7004 to request an extension of time to file. Partnerships, REMICs, and trusts must use
Form 8736 to request an extension of time to file Form 1065, 1068, or 1041.
1 I recuest an extension of time until FEBRUARY 15 , 1999 , to file
' Forrn 706 -GS(D) Form 990-T (401(a) or 408(a) trust)
Form 706 -GS(T) Form 990-T (trust other than above)
Form 990 or 990-EZ Form 1041 (estate) (see instructions)
Form 990 -BL Form 1041 -A
Form 990-PF Form 1042
If the organization does not have an office or place of business in the United States,
2a For calendar year 19 , or other tax year beginning Jul 1, 1997
b If this tax year is for less than 12 months, check reason Initial return
3 Has an extension of time to file been previously granted for this tax year?
5a If this form is for Form 706 - 63(0), 706 -GSM, 990 -BL, 990-PF, 990-T, 1041 (estate), 1042, 1120-ND, 4720, 6069,
8612, 8613, 8725, 8804, or 8831. enter the tentative tax, less any nonrefundable credits. See instructions $
b If this form is for Form 990 -PF, 990-T, 1041 (estate), 1042, or 8804, enter any refundable credits and estimated
tax payments made. Include any prior year overpayment allowed as a credit $
C Balance due.Subtract tine 5b from line 5a. Include your payment with this form, or deposit with FTD coupon if
required. See instructions $
Please
Type
or
Print
Director
For Paperwork Reduction Act Notice, see page 2 of form.
CAA 7 27581 NTF9660
Copyright Forms Software Only 1997 Nelco
By:
OMB No 1545-0148
Employer ID number
99- 0263448
check only one):
Form 1120 -ND (4951 taxes)
Form 3520 -A
Form 4720
Form 5227
Form 6069
check this box
and ending Jun
0 Final return Q Change in accounting period
0 Yes ® No
4 State in detail why you need the extension CPA NEEDS ADDITIONAL TIME TO
PREPARE A COMPLETE AND ACCURATE RETURN.
Form 8612
Form 8613
Form 8725
Form 8804
Form 8831
►p
30, 1998
Signature and Verification
Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct, and complete; and that 1 am authorized to prepare this form.
Signature ID- i Oek Title CPA Date► 10 /05/98
ALE ORI INAL D ONE COP The IRS will show below whether or not your application is approved and will return the copy.
Notito Applicant — To Be Completed by the IRS
W'= HAVE approved your application Please attach this form to your return.
We HAVE NOT approved your application. However, we have granted a 10-day grace period from the later of the date shown below or the
due date of your return (including any prio• extensions). This grace period is considered to be a valid extension of time for elections otherwise
required to be made on a timely return Please attach this form to your return.
0 We HAVE NOT approved your application. After considering the reasons stated in item 4, we cannot grant your request for an extension of
time to file We are not granting the 10-day grace period.
0 We cannot consider your application because it was tiled after the due date of the return for which an extension was requested.
0 Other:
Date
0.
If you want a copy of this form to be returned to an address other than that shown above, please enter address to which the copy should be sent.
Name
Dolan, Silva & Assoc., CPAs
Number, street, and room or suite no. (or P.O. box no. if mail is not delivered to street address) - ..
16A Railroad Avenue
City, town or post office, state, and ZIP code. Fora foreign address, see instructions.
Hilo, HI 96720
Form 2758 (Rev. 5-95)
p S 1
r i 4
(sfnrnal flnvenne service
flirncter
P 0 BOK 486
LOS ANGELES, CA 900530486
Dear Applicant:
•
Employer Identification Number:
99- 0263448
Date: JUL. 13, 1988 Case Number
958146023
EAST HAWAII COALITION FOR THE Contact Person:
HOMELESS VICTOR VANNUKUL
374 WAIANUENUE AVENUE Contact Telephone Number:
HILO, HI 96720 (213) 725 -6619
Department of the Treasury
Accounting Period Ending:
DECEMBER 31
Foundation Status Classification:
SEE ATTACHMENT
Advance Ruling Period Ends:
DEC. 31, 1991
Caveat Applies:
NO
Based on information supplied, and assuming your operations Hill be as
stated in your application for recognition of exemption, we have determined
you are exempt from Federal income tax under section 501(:)(3) of the Internal
Revenue Code.
Because you are a newly created organization, He are not now making a
final determination of your foundation status under section 509(a) of the
Code_ However, He have determined that you can reasonably be expected to be
a publicly supported organization described In sections 509(a)(1) and
170 (b)(1)(A)(vi).
Accordingly, you will be treated as a publicly supported organization,
and not as a private foundation, during an advance ruling period. This
advance ruling period begins on the date of your inception and ends on the
date shown above.
Within 90 days after the end of your advance ruling period, you must
submit to us information needed to determine whether you have met the
requirements of the applicable support test during the advance ruling period.
If you establish that have been a publicly supported organization, you
will be classified as a section 509(a)(1) or 509(a),(2) organization as long
as you continue to meet the requirements of the applicable support test. If
you do not meet the public support requirements during the advance ruling
period, you will be classified as a private foundation for future periods.
Also, if you are classified as a private foundation, you will be treated as a
private foundation from the date of your inception for purposes of sections
507(d) and 4940.
Grantors and donors may rely on the determination that you are -not a
private foundation until 90 days after the end of your advance ruling period.
If you submit the required information within the 90 days, grantors and donors
EAST HAWAII COALITION FOR THE
• •
may continue to rely on the advance determination until the Service makes a
final determination of your foundation status. However, if notice that you
will no longer be treated as a section 503(a)(1) organization is published in
the Internal Revenue Bulletin, grantors and donors may not rely on this
determination after the date of such publication. Also, a grantor or donor
may not rely OR this determination if he or she was in•part responsible for,
or was aware of, the act or failure to act that resulted in your loss of
section 509(a)(1) status, or acquired knowledge that the Internal Revenue
Service had given notice that you would be removed from classification as
a section 509(a)(1) organization.
-2
If your sources of support, or your purposes, character, or method.of
operation change, please let us know so HO can consider the effect of the
chance on your exempt status and foundation status. Also, you should =
inform us of all changes in your name or address.
As of January 1, 1984, you are liable for taxes under the Federal
Insurance Contributions Act (social security taxes) on remuneration of 6100
or more you pay to each of your employees during a calendar year. iYob are."
hot"-I' fabl'e"-for 'the''taX' i aposed under_ the . Federa I Uneap 1 oyment-.Tax A'ct t(FUTA) .
Organizations that are not private foundations are not to the'
excise taxes under Chapter 42 of the Code'. However; are not automatically
exempt from other Federal excise taxes. If you have any questions about
excise, employment, or other Federal taxes, please let us know.
Donors may deduct contributions to you as provided in section 170 of the
Code. Bequests, legacies, devisee, transfers, or gifts to you or for your use
are deductible for Federal estate and gift tax purposes if they meet the
applicable provisions of sections 2055, 2106, and 252? of the Code_
You are required to file Form 990, Return of Organization Exempt from
Income Tax, only if your gross receipts each year are normally more than
425,000. If a return is required, it must be filed by the 15th day of the
fifth month after the end of your annual accounting period. The law imposes
a penalty of $10 a day, up to a maximum of $5,000, when a return is filed
late, unless there is reasonable cause for the delay.
You are not required to file Federal income tax returns unless you are
subject to the tax on unrelated business income under section 511 of the Code.
If you are subject to this tax, you must fi an income tax return on Form
S90 - T, Exempt Organization Business Income Tax Return. In this letter, we are
not determining whether any of your present or proposed activities are
unrelated trade or business as defined in section 513 of the Code.
You need an employer identification number even if you have no employees.
If an employer identification number was not entered on your application, a
number will be assigned to you and you will be advised of it. Please use that
number on all returns you file and in all correspondence with the Internal
Revenue Service.
Letter 1045(CG)
a
EAST HAWAII COALITION FOR THE
Because this fetter could help resolve any questions about your exonpt
status and foundation status, you should keep it in your pornenont records_
If the heading of this letter indicates that a caveat applies, the caveat
beloH or on the enclosure is an integral part of this letter.
If you have any questions, please contact the person Nhose name and
telephone number are shown in the heading of this letter,
F^.ST HAWAII COALITION FOR THE
FOUNDATION STATUS:
170(b) (1) (A) (vi) and 509(a) (1)
- 3 -
7
Sincerely. yours
Frederick C. Nielsen
District Director