Agenda packet — Colma City Council, September 14, 2022 (part 2 of 2)

System Version: SACS V1
Form Version: 2
Form Last Revised: 5/24/2022 11:58:18 PM -07:00
Submission Number: D8BNJ2YDNK
Jefferson Union High
San Mateo
Budget, July 1
Cashflow Worksheet
BUDGET YEAR (1)
41689240000000
Form CASH
D8BNJ2YDNK(2022-23)
Description Object
Beginning
Balances (Ref.

Only)
July August September October November December January February

ESTIMATES THROUGH THE
MONTH OF: JUNE
A. BEGINNING CASH 10,887,281.00 7,680,281.00 1,022,281.00 (4,837,519.00) (9,417,519.00) (10,867,519.00) 7,942,481.00 6,467,481.00 B. RECEIPTS
LCFF/Revenue Limit
Sources
Principal Apportionment 8010-8019 150,000.00 150,000.00 500,000.00 280,000.00 280,000.00 500,000.00 280,000.00 280,000.00 Property Taxes 8020-8079 0.00 160,000.00 60,000.00 1,950,000.00 3,000,000.00 23,000,000.00 5,000,000.00 100,000.00 Miscellaneous Funds 8080-8099 270,000.00 0.00 0.00 (370,000.00) (1,000,000.00) 700,000.00 (400,000.00) 0.00 Federal Revenue 8100-8299 3,000.00 22,000.00 200.00 100,000.00 20,000.00 (300,000.00) 300,000.00 110,000.00 Other State Revenue 8300-8599 0.00 100,000.00 500,000.00 0.00 1,500,000.00 (40,000.00) 500,000.00 4,600,000.00 Other Local Revenue 8600-8799 250,000.00 180,000.00 430,000.00 250,000.00 1,400,000.00 2,900,000.00 700,000.00 700,000.00 Interfund Transfers In 8910-8929 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 All Other Financing Sources 8930-8979
TOTAL RECEIPTS 673,000.00 612,000.00 1,490,200.00 2,210,000.00 5,200,000.00 26,760,000.00 6,380,000.00 5,790,000.00 C. DISBURSEMENTS
Certificated Salaries 1000-1999 1,250,000.00 2,500,000.00 2,500,000.00 2,500,000.00 2,500,000.00 2,500,000.00 2,500,000.00 2,500,000.00 Classified Salaries 2000-2999 650,000.00 1,050,000.00 1,050,000.00 1,050,000.00 1,050,000.00 1,050,000.00 1,050,000.00 1,050,000.00 Employee Benefits 3000-3999 1,000,000.00 1,800,000.00 1,800,000.00 1,800,000.00 1,800,000.00 1,800,000.00 1,800,000.00 1,800,000.00 Books and Supplies 4000-4999 200,000.00 200,000.00 200,000.00 340,000.00 200,000.00 200,000.00 1,400,000.00 200,000.00 Services 5000-5999 600,000.00 1,600,000.00 1,100,000.00 1,100,000.00 1,100,000.00 1,100,000.00 1,100,000.00 1,100,000.00 Capital Outlay 6000-6599 0.00 200,000.00 5,000.00 50,000.00 Other Outgo 7000-7499 180,000.00 120,000.00 700,000.00 0.00 1,100,000.00 0.00 Interfund Transfers Out 7600-7629
All Other Financing Uses 7630-7699
TOTAL DISBURSEMENTS 3,880,000.00 7,270,000.00 7,350,000.00 6,790,000.00 6,650,000.00 7,950,000.00 7,855,000.00 6,700,000.00 D. BALANCE SHEET ITEMS
Assets and Deferred Outflows
Cash Not In Treasury 9111-9199
Accounts Receivable 9200-9299
Due From Other Funds 9310
California Department of Education
SACS Financial Reporting Software

Page 2 of 8 ends

Only)
July August September October November December January February Stores 9320
Prepaid Expenditures 9330
Other Current Assets 9340
Deferred Outflows of
Resources 9490
SUBTOTAL 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Liabilities and Deferred Inflows
Accounts Payable 9500-9599
Due To Other Funds 9610
Current Loans 9640
Unearned Revenues 9650
Deferred Inflows of
Resources 9690
SUBTOTAL 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Nonoperating
Suspense Clearing 9910

TOTAL BALANCE SHEET
ITEMS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
E. NET

INCREASE/DECREASE (B - C
+ D) (3,207,000.00) (6,658,000.00) (5,859,800.00) (4,580,000.00) (1,450,000.00) 18,810,000.00 (1,475,000.00) (910,000.00) F. ENDING CASH (A + E) 7,680,281.00 1,022,281.00 (4,837,519.00) (9,417,519.00) (10,867,519.00) 7,942,481.00 6,467,481.00 5,557,481.00 G. ENDING CASH, PLUS

CASH ACCRUALS AND

ADJUSTMENTS
California Department of Education
SACS Financial Reporting Software

Page 3 of 8 ends

Only)
March April May June Accruals Adjustments TOTAL BUDGET

ESTIMATES THROUGH THE
MONTH OF: JUNE
A. BEGINNING CASH 5,557,481.00 2,568,330.00 13,118,330.00 9,218,330.00 B. RECEIPTS
LCFF/Revenue Limit
Sources
Principal Apportionment 8010-8019 500,000.00 200,000.00 50,000.00 39,652.00 300,000.00 0.00 3,509,652.00 3,509,652.00 Property Taxes 8020-8079 2,500,000.00 14,000,000.00 3,000,000.00 2,273,359.00 1,000,000.00 0.00 56,043,359.00 56,043,359.00 Miscellaneous Funds 8080-8099 (500,000.00) 500,000.00 (700,000.00) 1,822.00 200,000.00 0.00 (1,298,178.00) (1,298,178.00) Federal Revenue 8100-8299 350,000.00 900,000.00 100,000.00 450,561.00 300,000.00 0.00 2,355,761.00 2,355,761.00 Other State Revenue 8300-8599 800,000.00 800,000.00 800,000.00 246,959.00 200,000.00 0.00 10,006,959.00 10,006,959.00 Other Local Revenue 8600-8799 800,000.00 800,000.00 800,000.00 685,740.00 100,000.00 0.00 9,995,740.00 9,995,740.00 Interfund Transfers In 8910-8929 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 All Other Financing Sources 8930-8979 0.00 0.00
TOTAL RECEIPTS 4,450,000.00 17,200,000.00 4,050,000.00 3,698,093.00 2,100,000.00 0.00 80,613,293.00 80,613,293.00 C. DISBURSEMENTS
Certificated Salaries 1000-1999 2,500,000.00 2,500,000.00 2,500,000.00 1,200,241.00 0.00 27,450,241.00 27,450,241.00 Classified Salaries 2000-2999 1,050,000.00 1,050,000.00 1,050,000.00 775,998.00 0.00 11,925,998.00 11,925,998.00 Employee Benefits 3000-3999 1,800,000.00 1,800,000.00 1,800,000.00 33,619.00 0.00 19,033,619.00 19,033,619.00 Books and Supplies 4000-4999 200,000.00 200,000.00 1,500,000.00 482,513.00 0.00 5,322,513.00 5,322,513.00 Services 5000-5999 1,100,000.00 1,100,000.00 1,100,000.00 1,143,114.00 200,000.00 0.00 13,443,114.00 13,443,114.00 Capital Outlay 6000-6599 50,000.00 0.00 84,152.00 0.00 389,152.00 389,152.00 Other Outgo 7000-7499 739,151.00 0.00 254,590.00 0.00 3,093,741.00 3,093,741.00 Interfund Transfers Out 7600-7629 0.00 0.00
All Other Financing Uses 7630-7699 0.00 0.00
TOTAL DISBURSEMENTS 7,439,151.00 6,650,000.00 7,950,000.00 3,974,227.00 200,000.00 0.00 80,658,378.00 80,658,378.00 D. BALANCE SHEET ITEMS
Assets and Deferred Outflows
Cash Not In Treasury 9111-9199 0.00
Accounts Receivable 9200-9299 0.00
Due From Other Funds 9310 0.00
Stores 9320 0.00
California Department of Education
SACS Financial Reporting Software

Page 4 of 8 ends

Only)
March April May June Accruals Adjustments TOTAL BUDGET
Prepaid Expenditures 9330 0.00
Other Current Assets 9340 0.00
Deferred Outflows of
Resources 9490 0.00
SUBTOTAL 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Liabilities and Deferred Inflows
Accounts Payable 9500-9599 0.00
Due To Other Funds 9610 0.00
Current Loans 9640 0.00
Unearned Revenues 9650 0.00
Deferred Inflows of
Resources 9690 0.00
SUBTOTAL 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Nonoperating
Suspense Clearing 9910 0.00

TOTAL BALANCE SHEET
ITEMS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
E. NET

INCREASE/DECREASE (B - C
+ D) (2,989,151.00) 10,550,000.00 (3,900,000.00) (276,134.00) 1,900,000.00 0.00 (45,085.00) (45,085.00) F. ENDING CASH (A + E) 2,568,330.00 13,118,330.00 9,218,330.00 8,942,196.00 G. ENDING CASH, PLUS

CASH ACCRUALS AND
ADJUSTMENTS 10,842,196.00
California Department of Education
SACS Financial Reporting Software

Page 5 of 8 ends

System Version: SACS V1
Form Version: 2
Form Last Revised: 5/24/2022 11:58:18 PM -07:00
Submission Number: D8BNJ2YDNK
Jefferson Union High
San Mateo
Budget, July 1
Cashflow Worksheet
BUDGET YEAR (2)
41689240000000
Form CASH
D8BNJ2YDNK(2022-23)
Description Object
Beginning
Balances (Ref.

Only)
July August September October November December January February

ESTIMATES THROUGH THE
MONTH OF: JUNE
A. BEGINNING CASH 8,942,196.00 5,735,196.00 (922,804.00) (6,782,604.00) (11,362,604.00) (12,812,604.00) 7,097,396.00 5,622,396.00 B. RECEIPTS
LCFF/Revenue Limit
Sources
Principal Apportionment 8010-8019 150,000.00 150,000.00 500,000.00 280,000.00 280,000.00 500,000.00 280,000.00 280,000.00 Property Taxes 8020-8079 0.00 160,000.00 60,000.00 1,950,000.00 3,000,000.00 25,000,000.00 5,000,000.00 100,000.00 Miscellaneous Funds 8080-8099 270,000.00 (370,000.00) (1,000,000.00) 700,000.00 (400,000.00) 0.00 Federal Revenue 8100-8299 3,000.00 22,000.00 200.00 100,000.00 20,000.00 (300,000.00) 300,000.00 110,000.00 Other State Revenue 8300-8599 0.00 100,000.00 500,000.00 1,500,000.00 (40,000.00) 500,000.00 500,000.00 Other Local Revenue 8600-8799 250,000.00 180,000.00 430,000.00 250,000.00 1,400,000.00 2,000,000.00 700,000.00 700,000.00 Interfund Transfers In 8910-8929
All Other Financing Sources 8930-8979
TOTAL RECEIPTS 673,000.00 612,000.00 1,490,200.00 2,210,000.00 5,200,000.00 27,860,000.00 6,380,000.00 1,690,000.00 C. DISBURSEMENTS
Certificated Salaries 1000-1999 1,250,000.00 2,500,000.00 2,500,000.00 2,500,000.00 2,500,000.00 2,500,000.00 2,500,000.00 2,500,000.00 Classified Salaries 2000-2999 650,000.00 1,050,000.00 1,050,000.00 1,050,000.00 1,050,000.00 1,050,000.00 1,050,000.00 1,050,000.00 Employee Benefits 3000-3999 1,000,000.00 1,800,000.00 1,800,000.00 1,800,000.00 1,800,000.00 1,800,000.00 1,800,000.00 1,800,000.00 Books and Supplies 4000-4999 200,000.00 200,000.00 200,000.00 340,000.00 200,000.00 200,000.00 1,400,000.00 200,000.00 Services 5000-5999 600,000.00 1,600,000.00 1,100,000.00 1,100,000.00 1,100,000.00 1,100,000.00 1,100,000.00 1,100,000.00 Capital Outlay 6000-6599 200,000.00 5,000.00 50,000.00
Other Outgo 7000-7499 180,000.00 120,000.00 700,000.00 1,100,000.00 Interfund Transfers Out 7600-7629
All Other Financing Uses 7630-7699
TOTAL DISBURSEMENTS 3,880,000.00 7,270,000.00 7,350,000.00 6,790,000.00 6,650,000.00 7,950,000.00 7,855,000.00 6,700,000.00 D. BALANCE SHEET ITEMS
Assets and Deferred Outflows
Cash Not In Treasury 9111-9199
Accounts Receivable 9200-9299
Due From Other Funds 9310
Stores 9320
California Department of Education
SACS Financial Reporting Software

Page 6 of 8 ends

System Version: SACS V1
Form Version: 2
Form Last Revised: 5/24/2022 11:58:18 PM -07:00
Submission Number: D8BNJ2YDNK
Jefferson Union High
San Mateo
Budget, July 1
Cashflow Worksheet
BUDGET YEAR (2)
41689240000000
Form CASH
D8BNJ2YDNK(2022-23)
Description Object
Beginning
Balances (Ref.

Only)
July August September October November December January February Prepaid Expenditures 9330
Other Current Assets 9340
Deferred Outflows of
Resources 9490
SUBTOTAL 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Liabilities and Deferred Inflows
Accounts Payable 9500-9599
Due To Other Funds 9610
Current Loans 9640
Unearned Revenues 9650
Deferred Inflows of
Resources 9690
SUBTOTAL 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Nonoperating
Suspense Clearing 9910

TOTAL BALANCE SHEET
ITEMS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
E. NET

INCREASE/DECREASE (B -
C + D) (3,207,000.00) (6,658,000.00) (5,859,800.00) (4,580,000.00) (1,450,000.00) 19,910,000.00 (1,475,000.00) (5,010,000.00) F. ENDING CASH (A + E) 5,735,196.00 (922,804.00) (6,782,604.00) (11,362,604.00) (12,812,604.00) 7,097,396.00 5,622,396.00 612,396.00 G. ENDING CASH, PLUS

CASH ACCRUALS AND

ADJUSTMENTS
California Department of Education
SACS Financial Reporting Software

Page 7 of 8 ends

System Version: SACS V1
Form Version: 2
Form Last Revised: 5/24/2022 11:58:18 PM -07:00
Submission Number: D8BNJ2YDNK
Jefferson Union High
San Mateo
Budget, July 1
Cashflow Worksheet
BUDGET YEAR (2)
41689240000000
Form CASH
D8BNJ2YDNK(2022-23)
Description Object
Beginning
Balances (Ref.

Only)
March April May June Accruals Adjustments TOTAL BUDGET

ESTIMATES THROUGH THE
MONTH OF: JUNE
A. BEGINNING CASH 612,396.00 (3,176,755.00) 6,373,245.00 2,873,245.00 B. RECEIPTS
LCFF/Revenue Limit
Sources
Principal Apportionment 8010-8019 500,000.00 200,000.00 50,000.00 39,652.00 300,000.00 3,509,652.00 3,509,652.00 Property Taxes 8020-8079 2,500,000.00 14,000,000.00 3,000,000.00 2,957,858.00 1,000,000.00 58,727,858.00 58,727,858.00 Miscellaneous Funds 8080-8099 (500,000.00) 500,000.00 (700,000.00) (577,417.00) 200,000.00 (1,877,417.00) (1,877,417.00) Federal Revenue 8100-8299 350,000.00 700,000.00 6,724.00 300,000.00 1,611,924.00 1,611,924.00 Other State Revenue 8300-8599 800,000.00 160,715.00 200,000.00 4,220,715.00 4,220,715.00 Other Local Revenue 8600-8799 800,000.00 800,000.00 800,000.00 933,358.00 100,000.00 9,343,358.00 9,343,358.00 Interfund Transfers In 8910-8929 0.00
All Other Financing Sources 8930-8979 0.00
TOTAL RECEIPTS 3,650,000.00 16,200,000.00 3,950,000.00 3,520,890.00 2,100,000.00 0.00 75,536,090.00 75,536,090.00 C. DISBURSEMENTS
Certificated Salaries 1000-1999 2,500,000.00 2,500,000.00 2,500,000.00 862,995.00 27,112,995.00 27,112,995.00 Classified Salaries 2000-2999 1,050,000.00 1,050,000.00 1,050,000.00 483,888.00 11,633,888.00 11,633,888.00 Employee Benefits 3000-3999 1,800,000.00 1,800,000.00 1,800,000.00 36,839.00 19,036,839.00 19,036,839.00 Books and Supplies 4000-4999 200,000.00 200,000.00 1,000,000.00 118,240.00 4,458,240.00 4,458,240.00 Services 5000-5999 1,100,000.00 1,100,000.00 1,100,000.00 224,407.00 200,000.00 0.00 12,524,407.00 12,524,407.00 Capital Outlay 6000-6599 50,000.00 96,206.00 401,206.00 401,206.00 Other Outgo 7000-7499 739,151.00 542,009.00 3,381,160.00 3,381,160.00 Interfund Transfers Out 7600-7629 0.00
All Other Financing Uses 7630-7699 0.00
TOTAL DISBURSEMENTS 7,439,151.00 6,650,000.00 7,450,000.00 2,364,584.00 200,000.00 0.00 78,548,735.00 78,548,735.00 D. BALANCE SHEET ITEMS
Assets and Deferred Outflows
Cash Not In Treasury 9111-9199 0.00
Accounts Receivable 9200-9299 0.00
Due From Other Funds 9310 0.00
Stores 9320 0.00
California Department of Education
SACS Financial Reporting Software

Page 8 of 8 ends

System Version: SACS V1
Form Version: 2
Form Last Revised: 5/24/2022 11:58:18 PM -07:00
Submission Number: D8BNJ2YDNK
Jefferson Union High
San Mateo
Budget, July 1
Cashflow Worksheet
BUDGET YEAR (2)
41689240000000
Form CASH
D8BNJ2YDNK(2022-23)
Description Object
Beginning
Balances (Ref.

TOTAL BALANCE SHEET
ITEMS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
E. NET

INCREASE/DECREASE (B - C
+ D) (3,789,151.00) 9,550,000.00 (3,500,000.00) 1,156,306.00 1,900,000.00 0.00 (3,012,645.00) (3,012,645.00) F. ENDING CASH (A + E) (3,176,755.00) 6,373,245.00 2,873,245.00 4,029,551.00 G. ENDING CASH, PLUS

CASH ACCRUALS AND
ADJUSTMENTS 5,929,551.00
THE COMMUNITY ENVIRONMENTAL EDUCATION PROGRAM Wilderness School Program Jefferson Union High School District 115 First Ave Daly City • Pacifica, California Edward L. Lopez Daly City, CA. Learning • Doing • Reflecting • Internalizing Teacher 94014 (650) 550-7847 FY 2021/22 Non-Profit Funding Annual Report Mission Statement: Our elementary school students gain field trip chaperones, on-site tutors and positive role models. Our Wilderness students learn and practice leadership skills and responsibility to younger children. Both groups together develop greater community awareness. The 2021/2022 school year continued to present many of the same challenges as last year. As the Shelter in Place orders and ZOOM was replaced by restricted in person instruction and varied vaccination requirements, we continued to be limited in the scope of activities outlined in our initial proposal. As the year progressed and restrictions eased, we were finally able to do something!!! In April, we took 84 3rd graders from Susan B. Anthony School to Elkus Ranch, including preparatory visit by Wilderness School students. The kids were so excited about the trip, they all returned their permission slips the next day and everyone went!! In addition to the trip, funds were used to purchase extra-curricular educational material and supplies to maintain the garden. In the coming school year, we will apply the remaining funds to our proposed projects which we have already begun to schedule. Garden and chicken supplies 643.41 Fuel 115.00 Transportation 1632.00 Food 548.33 Educational supplies 442.09 Total $3380.83 7/8/2022 Page 1 of 6
Non-Profit Funding Request Form
FY 2022-23
Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code
Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________
a. Total Agency Annual Budget: $_______________
b. Number of Agency Employees: _______________
c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

A. Provide shelter, food, or clothing to persons in need of the Necessities of Life; B. Provide physical or mental health services to persons with special needs, or Integrated Care Services;
C. Educate and engage residents;
D. Promote Economic Development or support businesses located or doing business in the Town; or Provide, support, or enhance a Complementary Service, e.g., a service that the Town could provide to its residents or businesses.

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 LifeMoves has been committed to ending the cycle of homelessness for families and individuals in San Mateo and Santa Clara counties since 1987. Our mission is to provide interim housing and supportive services for homeless families and individuals to rapidly return to stable housing and achieve long-term self-sufficiency.

LifeMoves
X
55 80,130,125
181 Constitution Drive Menlo Park CA 94025
370
[email protected]
Katherine Finnigan
5,000

7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 Despite effective programs for people experiencing homelessness—and the concerted effort put forth by nonprofit organizations, local governments, and funding partners—the issues of homelessness and a lack of affordable housing continue to challenge our region. In 2020, more than 50,000 individuals sought help through the region's network of organizations serving people experiencing homelessness, hinting at the scale of the crisis even prior to the Covid-19 pandemic. We are seeking funding to support operations at our six San Mateo County interim shelters.

During the last year, all our shelters have operated at capacity. Staff continue to provide critical support services to help our families overcome the barriers that stand in the way of securing and retaining stable housing. All our clients qualify as either “extremely” or “very” low income, according to U.S. Department of Housing and Urban Development regulations. More than 40% of the individuals LifeMoves serves have disabilities, and 10-20% of our adult clients are Veterans. Almost half of the women served in LifeMoves shelters (including women who are heads-of-households with minor children) report having been victims of domestic violence.

LifeMoves is the largest provider of interim housing and services for individuals and families experiencing homelessness on the San Francisco Peninsula and in Silicon Valley. With more than 26 shelter and service sites from Daly City to San José, LifeMoves gives our neighbors experiencing homelessness a temporary place to call home while providing intensive, customized support through both site-based programs and community outreach. We serve more than 1,250 clients each night.

We credit our success to the comprehensive case management that addresses the individual root causes that have resulted in our clients being unsheltered. LifeMoves provides the strategic assistance needed to move our clients forward to brighter and healthier futures.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 We are seeking the same level of funding we sought from the Town of Colma in FY22. Of course, we would welcome additional support for Colma residents if funds become available.

Over the last seven years, LifeMoves has served more than 50 residents from the Town of Colma, including both adults and children, at LifeMoves shelters in San Mateo County. During this past year fiscal year, we provided more than 100 nights of shelter to Colma residents.

In addition, members of the LifeMoves Homeless Outreach Team (HOT) and Healthcare for the Homeless (HCH) were diligent in their efforts to connect with unsheltered Colma residents who were living on the streets. We believe the presence of our shelters, programs, and outreach services in San Mateo County has a significant benefit to all community and business members in the Town of Colma.

7/8/2022 Page 4 of 6

7. Describe the following:

A. Number of Colma residents or businesses (or both) served by the organization in the years prior to the grant application;
B. The location(s) where Colma residents or businesses may receive the recipient organization’s services or programs; and
C. The nature and extent of the efforts of the recipient organization to reach out to Colma residents and businesses.

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 7A. In FY16, LifeMoves served 21 Town of Colma residents; in FY17, we served two residents; in each of FY18 and FY19 we served one resident; in FY20 we served eight Town of Colma residents, and 20 residents were served in FY21. Sixteen Town of Colma residents were served by LifeMoves in FY22.
7B. San Mateo County’s “Coordinated Entry System” (CES) dictates where Town of Colma residents are served. Our Maple Street shelter in Redwood City houses single adults and five Colma residents were served there in FY22. Three Colma families received support and assistance at our Family Crossroads location in Daly City. An additional Colma resident received assistance via our Motel Voucher Program. Other LifeMoves facilities that may shelter Colma families (households with minor children) this year include, First Step for Families in San Mateo, Redwood Family House in Redwood City, Coast House in Half Moon Bay, and Haven Family House in Menlo Park. 7C. LifeMoves Homeless Outreach Team (HOT) provides services directly to unsheltered homeless individuals living on the streets, in encampments, or in vehicles. This team works closely with local Police Departments and other community-based agencies to support homeless in the County. Our Healthcare of the Homeless (HCH) staff also work directly in the community, identifying and solving healthcare issues that often serve as a barrier to a client finding stable housing or shelter. These teams worked intensively with 12 residents in the last year. Through hard work developing trust and a positive rapport, six Town of Colma residents moved from living on the fringe of the community to an interim shelter.

The $4,000 FY22 grant provided by Town of Colma to LifeMoves was targeted to cover the operating expenses for our shelters in San Mateo County. We are extremely grateful to receive general operating funds as all of our shelters operate at a deficit, especially with the addition of inflated prices impacting everyone today. Town of Colma funds helped us to offer local residents a safe environment, where their all their household needs were covered, including meals, clothing, household, and school supplies, allowing them to focus on overcoming their obstacles to securing stable housing.

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 City of Burlingame: FY23 $10,000 application pending
City of Daly City: FY22 $17,600 awarded; FY23 $18,000 awarded City of Foster City: FY22 $10,000 awarded; FY23 $10,000 application pending City of Menlo Park: FY22 $20,000 awarded; FY23 $20,000 application pending City of Redwood City: FY22 $51,688 awarded; FY23 61,700 awarded City of San Carlos: FY22 $25,000 awarded; FY23 $25,000 application pending City of San Mateo: FY22 $17,300 awarded; FY23 $12,800 awarded City of South San Francisco: FY22 $25,000 awarded; FY23 $26,250 application pending As LifeMoves was classified as a direct service agency, we became an essential business and continued to offer crucial support and comprehensive services to those experiencing homelessness. However, we did have to close our doors to in-person volunteer engagement. As a result, we incurred sizable food costs due to having to purchase meals that were traditionally prepared and provided by our volunteers.

Funding from the Town of Colma helped us to ensure we were able to provide the same high level of assistance during the pandemic.

7/8/2022 Page 6 of 6

11. Did the organization participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of (or in opposition to) any candidate for public office within the past 36 months (please select one)?

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2020 or 2019)

Optional Attachments

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6

77-0160469
X

Thriving
Through Adversity
2020 – 2021 ANNUAL REPORT
DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 From our CEO
“I got the help I needed,
a place to sleep, and job
referrals. Now, I have
my own apartment
again. It can be done.

No matter how many
doors shut, you’ve
got to keep going.”

CLAUDIO
Achieving
Our Mission
Despite the challenges of last
year, we are proud of being
able to accomplish our mission:
to support families and
individuals experiencing
homelessness in their
efforts to rapidly return
to stable housing and
achieve self-sufficiency.

Who We Serve

SITES SERVING INDIVIDUALS

SITES SERVING FAMILIES
LifeMoves Annual Report • page 3
Redwood City
Menlo Park
Half Moon Bay
Mountain View
Palo Alto
San Jose
San Mateo
Daly City
A Y ear of Resilience,
Gratitude, and Hope
Our Comprehensive Approach
Aubrey Merriman
Our Success
1,549
clients served
each night
1,898
clients returned to
stable housing annually
1 of 5
shelter beds are
occupied by children
1 of 10
adult clients
are Veterans
89%
of families staying at a LifeMoves site
return to stable housing
69%
of all LifeMoves clients
return to stable housing
Where We Serve
LifeMoves operates 26 facilities across
San Mateo and Santa Clara Counties.

IN MY FIRST YEAR as CEO of LifeMoves, I have heard
words like “unprecedented,” “uncharted,” and “uncertain.” While we validate and address the many struggles our community have faced, we have seen that progress and tangible impact were achieved when we moved forward with certainty and
confidence. This is one of many reasons why I look back on FY21 and think of “resilience,” “gratitude,” and “hope.” Words cannot express how thankful and inspired I am by what we have accomplished. Periods of change can be unsettling, but anything is possible when we take control of our destiny.

We exhibited relentless drive, a commitment to continuous improvement, and the constant push to take more bold and decisive actions. As a result, our teams served even more people experiencing and at risk of homelessness, helping them rediscover their strength, stability, and sense of self.

In FY21, we served 7,231 unhoused people across all
LifeMoves sites, helping 89% of families and 69% of all those engaging in our programs return to self-sufficiency.

These programs include operating a number of motels in
San Mateo and Santa Clara Counties for both at-risk and COVID positive clients, amounting to over 45,000 nights of shelter during the past fiscal year.

With your support, we began operating LifeMoves Coast
House, the first interim supportive housing site in the Half Moon Bay region for unhoused individuals, couples, and families.

And in just eight months, we transformed an empty construction site into LifeMoves Mountain View, a 100-door community – using rapidly deployed modular units – that has already achieved successful outcomes since opening in May.

These innovative new programs, long hours of dedicated
work by clients and staff, and first-hand stories of growth, transformation, and triumph would not be possible without your support. After another tough year, you showed up,
gave back, and gave big. Thank you!
Together, we can help those who need it most, support even more of our community, and reach new, impactful heights in our tireless work to solve homelessness here at home.

Move people off the streets
and into interim housing
Help people
where they are
Help people return to stable housing
DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 Safe Shelter with Supportive Services
Leads to Self-Sufficiency
With 50 private rooms, LifeMoves Coast House offers
safe shelter and wraparound case management services
to help clients work toward self-sufficiency and return to homes of their own, creating a better community for all.

We are excited to help meet the growing need in this
region, and we greatly appreciate the partnership of the City of Half Moon Bay and the County of San Mateo,
whose leadership made possible this opportunity to
further reduce homelessness in San Mateo County.

LifeMoves Coast House
Housing Moves
Creating More Journeys
to Independence
Key to the LifeMoves mission is supporting
our clients on their journey to independence
and a home to call their own. Our dedicated
staff work tirelessly to make this goal a reality
for all of our clients. Our clients receive
comprehensive support from LifeMoves
services and programs. Those who need
it, get custom-designed case management
plans based on their unique strengths and
challenges. Clients also receive assistance
with rapid re-housing programs, finding
affordable housing, connecting to housing
benefits, and submitting rental applications.

In FY21, despite the ongoing pandemic,
LifeMoves successfully returned almost 2,000
clients to stable housing and self-sufficiency.
“My case manager helped us with anything we needed, he checked on my son, he laid out a plan for me and my family to get back on our feet. With his help, we secured a housing voucher through the VA Supportive Housing Program, which led to us finding a beautiful home of our own. We even have a backyard!”
ADEL
Moving People to Success
LifeMoves Annual Report • page 5
Updates
Built at a fraction of the cost and time
of traditional housing, LifeMoves
Mountain View will help move 350
people off the streets each year.

A Local Solution,
An Innovative Model for Others
LifeMoves Mountain View came at a critical time for our community. Homelessness was already a challenging and
increasingly dire situation in Silicon Valley. The pandemic and continuing aftershocks made it devastating. Working with the City of Mountain View, the County of Santa Clara, and other partners, we built and began operating the
LifeMoves Mountain View interim housing village in only eight months. In its first year alone, it can serve more than half of Mountain View’s current homeless population.

Coupled with the LifeMoves proven approach using
supportive services and personalized case management,
this community will visibly impact local homelessness.

In fact, we are sharing the success of this innovative model with other cities around the country through our Playbook for Modular, Supportive, Interim Housing available for
download on our website.

LifeMoves Mountain View
Designed for community needs,
suites with bathrooms allow families to
stay together with privacy and dignity.

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 Career Moves
Increasing Employment Skills
& Earning Potential
COVID-19 changed the way many of us work
in Silicon Valley. While wages have been
increasing in some sectors, many of our
clients continue to work at service sector
jobs that simply don’t pay a living wage
for the Bay Area. To address this barrier,
LifeMoves employment counseling staff
focus on helping our adult clients increase
their employment opportunities and earning
potential through employment skills training,
resume development, job search training,
and interview coaching. This work supports
our clients who are unemployed and
underemployed, so they are better prepared
to transition back to permanent housing
with stable employment.

Addressing Underlying
Health Issues
Healthy adults are more likely to be able
to retain a job and remain housed than
adults in poor health or with chronic
medical conditions. Many LifeMoves
clients are at higher-risk for medical
complications than the general public;
some are elderly, with chronic conditions
that have been untreated; others are
Veterans with medical vulnerabilities.

Our case managers enroll clients in
available insurance, and for clients
needing medical services or support,
LifeMoves works in partnership with
local public health programs and
community partners to get our clients
the care they need. For many clients,
addressing chronic or underlying
health conditions is often a necessary
first step on their journey to return to
stable housing.

Financial Moves
Getting Clients on
Sound Financial Footing
With continued economic uncertainty
related to the pandemic, LifeMoves
offers our clients a deeper level of
financial training to better prepare them
for success in the future. Focused on
the ultimate goal of long-term stability,
we provide workshops, as well as
individual coaching, on topics such
as budgeting, building and repairing
credit, savings strategies, and techniques
for borrowing money wisely. When
clients leave LifeMoves on sound
financial footing, it means that these
individuals and families have the tools
they need to thrive and contribute to
our community.

Health Moves
“If it wasn’t for my case
manager helping me
with financial planning
and working back to a
place of stability, I don’t
know where we’d be.”

L YVELL
“My case manager saved my life. The doctor
said that had I been out there for another
week, I’d be dead. I got the help I needed at
the hospital, and she helped me get sober,
save my money, and even find an apartment.”
RONALD
LifeMoves Annual Report • page 7
“Being here at LifeMoves,
I’ve never felt more secure
and in place with my life.

Even though I have rules
and a case plan, I feel like
I’m running my own show
and marching towards
what I want.”

CRISANTA
During the COVID-19 pandemic, LifeMoves
has taken additional efforts to protect the
health and safety of our clients and staff,
including sponsoring vaccine clinics at
several of our sites. We are continuing
our efforts to improve vaccination rates
among individuals and families experiencing
homelessness, for the protection of those
clients, as well as the community at large.

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 Addressing Behavioral
Health Challenges for
Better Housing Outcomes
Trauma and other behavioral health
issues can be both a cause and an effect
of becoming homeless. The experience
of homelessness is traumatic in and
of itself, and many of our clients have
experienced intermittent or even chronic
trauma over the course of their lives.

To address these issues, LifeMoves
provides free, on-site behavioral health
services designed to address the trauma
and other challenges common among
individuals and families experiencing
homelessness. Services include substance
abuse and recovery support, as well as
individual and group therapy for both
adults and children. Our data show
that increased use of behavioral health
services leads to more successful
housing outcomes for our clients.

Many are experiencing increased levels
of grief, anxiety, and depression due to
COVID-19. LifeMoves quickly pivoted
at the onset of the pandemic to provide
behavioral health services by video
or tele-health, to continue serving our
clients in the safest possible way.

Behavioral Moves
“Becoming homeless was challenging because I suffer from anxiety, depression, and fear of the unknown. I didn’t want to leave Julian Street Inn until I knew I had a stable job and better state of mind.

My therapist and case manager got me to do the things I needed to do and helped me become a better person — it means a lot to me.” JEFF
Ensuring Children (& Adults)
Continue Their Education
With eight shelters and several service
sites that serve families, one in every five
LifeMoves clients is a minor child. Children
experiencing homelessness have often
missed substantial periods of school, so
our Education Team and Children’s Services
Coordinators work diligently to ensure that
all school-aged children are immediately
enrolled in the school of their choice.

We also aim to ensure they have all of
the equipment and supplies they need
to be successful.

When school became remote at the start
of the pandemic, we were able to supply
all of our school-aged children with the
equipment they needed to attend school
virtually (including tablets or Chromebooks,
headphones, and hotspots). LifeMoves
staff worked quickly to make academic
programming safe, engaging, and socially
distanced.

In addition to addressing the educational
needs of the children in our shelters,
LifeMoves also supports adults who wish
to advance their education, whether it
be completing a GED or enrolling in
community college.

Learning Moves
LifeMoves Annual Report • page 9
“Coming to LifeMoves was the opportunity we needed to start all over again. With their help, our children began thriving in school.

It was hard – supporting their transition to online classes while my husband and I both worked – but LifeMoves was there to help them navigate the new school year and really do well.” YENNY
DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6

BOARD OF DIRECTORS
Joe Stockwell

CHAIR OF THE BOARD
Patrick Heron

VICE-CHAIR
Greg Eckert

TREASURER
Julie Gruber

SECRETARY
Pastor Paul Bains
Sarah Boisseree
Holly Campbell
Christina Corpus
Elizabeth Funk
Scott Goree
Tiffany Hong
Martha Joseph
Ahmed Khatib
Lauren Koenig
Amanda L. Riddle
Melissa Selcher
May Topper
Pamela Weiss
CEO
Aubrey Merriman
Thank Y ou to Our GENEROUS SUPPORTERS

ADVISORY BOARD
William “Bill” Butler
Congresswoman
Anna Eshoo
Rod Ferguson
Monica Ip
Christine Krolik
David Lichtenger
Steve Luzaich
Jillian Manus
Marcia Pade
William “Bill” Regan
Congresswoman
Jackie Speier

REVENUE
BOARD MEMBERS 2O20– 2O21

REVENUE & EXPENSES
Includes corporate partners who have contributed $5,000 and greater.

LifeMoves Annual Report • page 11
Interim
Shelter
72%
Outreach
10%
Homelessness
Prevention
10%
Wellness & Education
4%
Permanent Housing
1%
CLIENT

SERVICES

EXPENSES
Misc.
3%

EXPENSES
Government
58%
Foundations
14%
Corporations
9%
Individuals
9%
Other
9%
In-Kind
2%
$56M

ANNUAL REVENUE
DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 LifeMoves Annual Report • page 13
$100,000+
Anonymous (8)
Anne Wojcicki Foundation
Teresa and John Beltramo
Carolyn and Preston Butcher
Chan Zuckerberg Initiative
Tammy and William Crown
The Dauber Family
The David and Lucile Packard
Foundation
Enterprise Community
Partners, Inc.

First Baptist Church of

Palo Alto
Gilead Sciences, Inc.

Google
.org
Beth and Patrick Heron
Kaiser Permanente
LinkedIn
Loaves & Fishes
May and Stanley Smith
Charitable Trust
Sand Hill Foundation
Linda and Theodore Schlein
Second Harvest Food Bank
Melissa and Joel Selcher
Sequoia Healthcare District
The Sobrato Family Foundation
Solid R
ock Foundation
Ann and Joe Stockwell
Sunlight Giving
Tipping Point Community
Onnolee and Orlin Trapp
The William and Flora Hewlett
Foundation
Susan Wojcicki and
Dennis Troper
$50,000 - $99,999
Anthem Foundation
Apple Computer, Inc.

The Applied Materials
Foundation
El Camino Healthcare
The Eucalyptus Foundation
Facebook Inc.

Heather and C
.J. Fitzgerald
Franklin Templeton
Google
Hurlbut-Johnson Charitable
Trusts
Ann and Charles Johnson
Kaiser Permanente South Bay
Lauren and Brad Koenig
Laurie Lacob
Anadel Law
Debra and Mark Leslie
Lillian Lincoln Foundation
Gloria Principe and
John O’Farrell
Mindy and Jesse R
ogers
Ronald and Ann Williams
Charitable Foundation
Silicon Valley Bank
Mary and Mark Stevens
$25,000 - $49,999
Anonymous (4)
The Almanac
Bank of America Charitable
Foundation
The Bohannon Foundation
Cisco Systems, Inc.

Ezrati/Syverson Family Trust
Kathleen Egan and Rod
Ferguson
Shirley and Harry Hagey
Deborah and Russell Hall
Sue and Kurt Jaggers
Anne and Jeffrey
Maggioncalda
Menlo Church
Mary Nell
New Community Church
Oracle Corporation
P
alo Alto Community Fund
Peninsula Health Care District
Pure Storage
Racing Hearts
Andrea and Geoffrey Ralston
San Jose Mercury News Wish
Book Fund, Inc.

Jennifer and Ted Ullyot
Woodlawn Foundation
Johanna and Caleb Wright
$10,000 – $24,999
Anonymous (6)
Sandra Abbott
Susan Arbuckle and
Steven Schneider
Nola and Harvey Armstrong
Cindy and Brian Ax
e
Margaret Becker and
Dennis Yarak
Jennifer and Charles Beeler
Jessica Bernhardt and

Ted Goldstein
R
obyn Brinks and
John Lockwood
The Burdick Family Foundation
Lissa and P
aul Carter
Soonmee Cha and Peter
Stamos
Christiana Foundation, Inc.

Congregational Church
of San Mateo
Corey
, Luzaich, de Ghetaldi
& Riddle LLP
Coupa Software
Ja
’nien and Mike Culver
Christina Dickerson
Dignity Health Sequoia
Hospital
Leslie Durboraw and
Bill Maimone
Foothills Congregational

Church
Frazier Healthcare Partners
Lauren Friedman Albert and
Eric Albert
George H. Sandy Foundation
Florence and Steven Goldby
Yael Goshen and Dylan Smith
Diane Gosney and Allison
Chang
Grace Presbyterian Church
of Silicon Valley
Jill Grossman
Colleen and R
obert Haas
Hal and John Smith Family
Foundation
Kaarin and Alexander Hardy
Dana and Thomas Hayse
Eleanor and Bruce Heister
Victoria Huff and Greg Eckert
Priya and Michael Huskins
Ruth and Joshua Hutchins
Karen and Rick Iwamoto
John and Marcia Goldman
Foundation
Roberta and Chuck Katz Jr.

Joan Lane
Stephen Langdon
Katherine and James Lau
Patricia Lee-Hoffmann and
Steven Hoffmann
Sylvia and David Lichtenger
Connie and Robert Lurie
Anuradha Maitra and
Thomas Kailath
Sari and Blak
e McConnell
Debra and Bryan McLaughlin
Lily and Riaz Moledina
John Morey
Vincent Muzzi
Ann Mylod and Martin Yee
Netflix
Nibbi Bros. Associate, Inc.

Laura and Michael Nibbi
Andrea Okamura and
Jeffrey Chambers
Order of Malta
Kristi and T
om Patterson
Philanthropic Ventures
Foundation
Mary and David Phillips
PwC
Qualcomm Inc.

Amy and Peter Radovich
Ann and William Regan
Barbara Reis
Susan Richardson and
Harold Luft
San Bruno Community

Foundation
Meryl and R
ob Selig
Nancy and Greg Serrurier
Jenny and Josh Stein
Angela and Dana Stalder
John Stephenson
Alejandra Tapiero and
Pablo Paniagua
TDN Electric, Inc.

The T
JX Foundation
TOSA Foundation
The Urbanek Family
Foundation
Village House An Interfaith
Shelter of Hope
Beth and Kurt von Emster
Tamara and Nate Wall
Michele and Ted Wang
Pamela Weiss
Deborah and Peter Wexler
The Wilson Sonsini Goodrich
& Rosati Foundation
Tiffany and Jon W
oodruff
Susan and David Young
$5,000 – $9,999
Anonymous (14)
Anonymous
Abbott Laboratories Employee
Giving Campaign
Angela Affinito
Hildy and Cesar Agustin
Amy and Scott Arnold
Nicole Aron
Jill and Michael Aufricht
Brenda Baker and Eric Grosse
Deborah and Paul Baker
Alison and James Barta
Wendy and Joel Bartlett
Melanie and Christopher
Bebbington
Phyllis and Scott Bedford
Susan Bell
Dawnet Beverley
Christina and Jeffrey Bird
Boston Private Bank & Trust
Company
Carolyn and Stephen Bowsher
Marty Burchell and Michael
Brownrigg
Lori Buecheler
Chrislow’s Legacy LLC
Diane and Stephen Ciesinski
Kathleen and Andrew Cole
Community Foundation of
San Carlos
Compass R
ealty - Burlingame
Congregation Beth Am of
Los Altos Hills
Erin Craig and Richard Dvorak
The Cristina and Charles

Johnson Foundation
Danford Fisher Hannig
Foundation
Walter Dean
Catherine and John Debs
Laura and Sameer Dholakia
Angela Doerksen and
Jeffrey Bailey
Dudley-
Vehmeyer-Brown
Memorial Foundation
Lisa Dusseault and
Eric Rescorla
Lisa and John Earnhardt
The Eliot Family Fund
Extreme Network
s Inc.

Jill and Richard Fair
Helen and Steven Feinberg
Fenwick & West LLP
Joan Finnigan and
Mark Matteucci
K
atherine and Dan Finnigan
First Congregational Church
of Palo Alto
First United Methodist Church

of Palo Alto
Diane Flynn and Dwight
and Ronald Johnson
Ruth and R
obert Fox
Sally and Derek Freyberg
Vicki and Pollock Friedberg
Marion Gallagher
Meg and Marc Galletti
Lisa and Marcel Gani
Genentech, Inc.

Rameen Ghorieshi
Glenwood Ventures, Inc.

Goldie Anna Charitable Trust
Elizabeth and Cristos Goodrow
Marritje and Jamie Greene
Catherine Grundmann and
Don Etzbach
Scott Hall
Carol and John Hamilton
Katie and Bill Hammerson
Belinda Hanson
Albert Haust III
Heaven’s Helping Hand
Foundation
Alice Hehman
Andrea and John Hennessy
Jeffrey Hinck
HMC Designing Futures
Foundation
Maggie and Will Howecamp
Mary Patricia Howells
Hutton Family Foundation
Elizabeth Janopaul
Tabitha Jordan
Christina Kenrick and
Mark Chandler
Frances and Michael

Kieschnick
Julia K
ossack and
Marc Itzkowitz
Deborah and Jonathan Krass
Christine and Jeffrey Krolik
Andrew L
e
Kimberly and Tom LeMieux
Cathie Lesjak and Brian
Boisseree
Janet Littlefield and
William Coggshall
L
ongitude Capital
Marie Keese Lelash
Foundation
Susan and P
aul Matteucci
Gina Maya and Richard
Capelouto
Wendy and Tim McAdam
Maureen McNichols and
Roderick Kramer
Kay Melchor
Michelle Mello
Alison and Scott Mellon
Carmen Tam and Kirby Miller
Donor list reflects gifts made between July 1, 2020 and June 30, 2021.

Becky and Jim Morgan
Jennifer and Corey Mulloy
Nintendo of America
Norman and Sadie Lee
Foundation
Nvidia Corporation
Amanda Oakson and
Randy Salim
Joan and R
ollie Opp
Marcia and William Pade
Jill and Geoffrey Parker
Pamela and James Patterson
Amanda Peiffer
Norma Quickert
Christina and Thomas Quiggle
Karen and Jim Reid
Roberta and Leon Rosenberg
Family
Katharine Rosenberry
Barbara and Gregory Rosston
Rotary Club of Menlo Park
Foundation
Rotary Club of Saratoga
Daniel Scales
Lauren and Eric Schlezinger
Mary, Mark, and Emily
Sliwkowski
Carol Smythe
Nathan Spaun
Speramus Foundation
Harise and P
eter Staple
Elisabeth and Jordan Stockton
Lisa and Ron Sturzenegger
Jeremy Sugerman
Summitry LLC
Elaine and Arthur Taylor
Betsy Templeton
Mary and Gary Tietz
Verkada, Inc.

VMWare Foundation
Diana Walsh and John Walker
Melissa and Jeffrey Waters
Western Digital Foundation
Jennifer and Gabriel Wolosin
Woodruff Sawyer
Alisa Yaffa and Kenneth
McElvain
Caroline Yuan
$2,500 – $4,999
Heather and Tony Abbis
Meredith Ackley
AppDynamics LLC
Amy and Barry Asin
Alethea Bair-Sutherland and
Ben Sutherland
Gail and Robert Balsley
Barbara and Brian Beattie
Donna Bebb
Leslie Berlin and James Dodd
Ilissa and Brian Best
Kathryn and Jeremy Blanchard
Jennifer and Brian Blatnik
Andrea and Christopher Borch
Shannon and Clint Brayton
Kristin and John Brew
Jeremy Brown
Heather and Roy Caelius
Mei Koon Chen
Luthfur Chowdhury
Christine and Michael Clarke
Julie Clugage and
Richard Hardegree
James Corbett
T
ench Coxe
Nora Daly and Tim Linerud
Katherine and Jon Dart
June and James Diller
DocuSign
Juanita and Michael Duggleby
Ellen and Thomas Ehrlich
Connie Ellerbach
Liz Elwood
Pamela and Craig Flower
Anne and Buzz Frahn
Dorothy Free
GAP Inc.

Lisa and Craig Garber
Lucille Glassman
Nancy and Richard Goldcamp
Nifer and Aaron Goldman
Maggie and Frederick Grauer
Julie and Frederick Gruber
Abbie Halden and
Stephen Fick
Nancy
, Albert, and AJ Heinicke
Susan Henry
Janet and Rev. Michael
Hollingshead
Caryn Huberman Yacowitz
Elizabeth and Zachary Hulsey
Victoria Humphrey
The Hylke and Anna Wiersma
Charitable Fund
Intel Foundation
Intero Foundation
Island United Church of Christ
Sara and Ricardo Jenez
Johnson & Johnson
Matching Gifts Program
Phyllis K
ayten and
Steve Weinstein
Lisa K
eamy and Lloyd Minor
Jeanette and Kevin Kennedy
Pamela Koch and Drew Altman
Laura and David Krane
Susan and Robert Kresek
John Lamonica
April Lanz and Chris Rich
Ann and Randy Lee
James Long
Nancy Luter and
Kenneth Becker
Jillian Manus and

Rob Chestnut
W
endy and Rob McDowell
The McLuckie Family
Patsy and Charles McLure
The Mervyn L. Brenner
Foundation, Inc.

Amy and Charles Michael
Millbrae Community

Foundation
Jay Minteer and Theodore

Meyer
Mission City Community Fund/
Bentzien Trust
Patrick Monahan
Cynthia and William
Montgomery
Glenn Moragne
Allison Morantz and

Daniel Wohl
The Morrison & Foerster

Foundation
The Nordson Corporation
Foundation
Kathryn Obana
Deborah and Frans
Op den Kamp
Shari and Donald Ornstein
Shirley and Mik
e Orsak
Carol and Luther Orton
Malinda Pauly and
Daniel Sutherlin
Nancy P
axton and
Gaurang Desai
P
eninsula Bible Church
Rachel Perkel and
Shawn Becker
L
ynn and Joseph Pinto
Kathryn and Christopher Potts
Padma and Krish Ramakrishnan
Gordon Ray, M.D.

Rotary Club of San Jose
Emilie and Alvin Roth
Carol and Harry Saal
San Mateo County Association
of Realtors
Valerie and Derek Sanders
Katie and Paul Scott
Lisa and Stephen Shirley
Teri and Garry Spanner
St. Mark’s Episcopal Church
of Palo Alto
S
t. Paul’s Episcopal Church
of Burlingame
Lisa and Gregory S
tanger
Bryan Stansell
Nancy and Ken Stein
Jim Thornton
Town of Hillsborough
David Tsiang
Kristine Valk
Leon Van Woerkom
Varian Medical Systems, Inc.

Sandra and Brent Vaughan
Rachel and Kevin Visscher
Kimberly Vogel
Alison and David Wagonfeld
Wang Ching-Yee and
Wang Hu Chia-Chiue
Family Foundation
W
orld Wings International, Inc.

Suzanne and Jack Yang
Karen Zak and Gary Waymire
Anna Maria Zara and
Robert English
Jane and Mitchell Zimmerman
Anna Zornosa-Heymann and

Leonard Heymann
$1,000 – $2,499
Betsy and Jay Adams
Wendy Adams and
Pete Rukavina
A
dobe Inc.

Agilent Technologies, Inc.

Suzy and Timo Allison
Almaden Valley Rotary
Endowment
Amazon Smile Foundation
American Association of
University Women (AAUW)
Juliana and Dana Andersen
Linda Anderson
Richard Andrews
Marijk
e Annis
Jane and Matthew Arena
Aufmuth Family Foundation
AvalonBay Communities
Avenidas - Aveneedles
Sarah Babin and John Hickson
Christine Bachen and
Pedro Ramos
Virginia and L
yle Bacon
Ira Bahr
Jennifer Bailey and
John Zeisler
K
ara Bailey
Linda and Laurence Baker
Mari Baker and Andy Stack
Leslie and Doug Ballinger
Deborah and Steve Baloff
Julie Barney
Nacole Barth-Ellis and
Donald Ellis
Eileen and R
alph Battat
Linda and John Bauer
Melody and Walter Baumgartner
Susan and David Bell
Patty and Louis Bellardo
Mary Ellen and
Thomas Benninger
K
aren S. Bergman
Barbara M. Berk and
Gilbert Mintz
Margaret Berlese
Jayita Bhojwani and

Aaron D’Souza
Sue and Jim Bialson
Big Joe L
easing & Rentals, LLC
Mary Bimba
Kerry Bitner and
James Taschetta
A Black Tie A
ffair
Blissful Yoga & Wellness
Lori Bogard and Erik Toomre
Sarah Boisseree
Gabrielle Boles
Mary Bona
Ann and Daniel Boram
Michael Brandeberry
Broadcom Corporation
Courtney Broaddus and
Charles Bloszies
Lorrie Broderick
Keith Brown
Theresa and Paul Brown
Robert Brush
Susan Bryan and Frank Adams
Susannah and Sukey Bryan
Stephen Buchner
Katherine and Roy Bukstein
Ruth and Jeremy Burton
Sherry and Michael Campbell
Claire Maria Campodonico
Mary Carp
Julie Carver Cardillo and
Louis Cardillo
Susan Casentini and

Kyle Milligan
Lisa and Christopher Chai
Madeline Chaleff and

David Arfin
Joan and P
ark Chamberlain
Linda and John Chamberlain
Raymond Chan
Sushini Chand
Ana Chang and Robert Lister
Denise Chilow and
Simon Bloch
Julie and William Chong
Victor Chong
John Chow
Clark Charitable Fund
Mia and Tim Clark
Susan and R
obert Coffman
Holly and Andy Cohen
Edith and John Collin
Colorprint
Compass Realty - Saratoga
Eileen and Daniel Conway
Robert Cook
Heidi and Andrew Cotton
Evelyn and Daniel Cox
Kay Craven and
Jim Hieronymus
Beth Cross and T
ony Stayner
Deborah and Chris Crouse
Thomas Cruz
Anthony Custodio
D. Smith Memorial Fund
Peggy and Yogen Dalal
Carolyn and Gordon Davidson
Richard Davies
Amanda Decker
Laura Demsetz and
Bernard Adelstein
Daniel Dermer and Frank Pratt
Heather Descollonges
Determined R
eaders
Yvonne Di Salvo
Dana and Daryl Dobrenz
Eva and Andrew Dobrov
Jane Donahue and
Drago Rajkovic
S
tacy Donohue and
Chris Perrone
Andrea and S
tephen Dover
Vanessa and Robert Drebin
Xiaohui Du
Katherine Durgin and
Elaine McKinley
Debbie and Scott Eagle
Mary and Sean Echevarria
A
dam Edwards
Linda and Jerry Elkind
John Elliot and
Thomas Hawley
Alison Elliott and S
teven Blank
Barbara and Robert Ells
Victoria Evans
Miriam Ezray
Sally and Craig Falkenhagen
Jane and Jim Farish-Savage
Cheryl and Delwin Fassett
Kathleen and Isaac
Fehrenbach
Jan and Bryan Ferguson
P
am Ferris
FHLBank San Francisco
First Congregational Church
Carol and Brian Fischer
Jeanne and Frank Fischer
Laura and John Fisher
Teresa and Allen Fleishman
Carol and Roger Flores
Pam Flournoy
Anne Foster and
Michael Kupfer
L
ara Foster
Rebecca and Frank Fox
Elizabeth and Paul Fraley
Thank Y ou to Our GENEROUS DONORSThank Y ou to Our GENEROUS DONORS DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 Frank, Rimerman + Co. LLP
Kathleen Franz
Michele Freed and
Gary Sprague
Y
vonne French
Elizabeth Funk
G.W. Williams Foundation
Ursula Gallichotte
Helen and Joe Galligan
Penny and Greg Gallo
Wendy Gee and Gary Wong
David Geisert
Bonnie and Robert Gerlach
Sarah and Patrick Gibbs
Cindy and Phillip Gibson
Gideon Hausner Jewish
Day School
Diana Go and S
tephen Smith
Joanne and Jon Goldstein
Nandini Gondhalekar and
Atul Suklikar
Sank
eth Gopalakrishnan
Lea Goldstein and
Brian Greenberg
Matthew Greenberg
Melissa Grimm
Marianna Grossman
Diane Guinta and

Paul Goldstein
Deanna and David Gustavson
Susan and S
teven Hailey
Lorraine and Noble Hancock
Lisa and Donald Hanle
Richard Hanley
Antonia Hansen
Cynthia Harris and Daniel Sze
Elizabeth Harris and W. Booher
Kay and Mike Harris
Anne and Steve Hartman
Margaret and Samuel Hayes
Roy Hayter
Carol and Douglas Henton
Stefan Hepper
Julie Herlihy and Jeff Kinder
Valerie Herman
Michelle Hogan
Tiffany and Chin Hong
Susan and Gary Hornbeek
Leslie Howard
Saloni and Stephen
Howard-Sarin
K
athy Howe and John Lilly
Donna and John Hower
HP Inc.

Edward Huber
Mary Hughes and Joe Simitian
Mary and Thomas Hunt
Lisa and Calvin Huntzinger
Alyson and Jim Illich
Indeed.com
Intuitive Surgical
Indira Iyer
Susan and Richard Jacobsen
Tobi James
Jacqueline and John Jarve
The John and Sarah Elliott
Family Fund
Stephanie and
Edward Johnson
Angela and Nick K
alayjian
Israela and Jay Kamchi
Jill and Brian Kasser
Anne and Eric Kastner
Charley Kearns
Alan Keefer
Margaret and Francis Keeler
Renate and James Kempf
Jeanette Kennedy and
Steven Alexander
Maureen and David K
ennedy
Susan Ketcham and
Anne Casscells
V
aishali Khandekar
Deborah and Kevin Kielty
Nanci and Steve Kim
Lawrence Kimmel
Edie Kirkwood
Marsha Kliewer
Andrea Knight Dolan and
Peter Dolan
Ines K
och
Gabriele and Fritz Koehler
Ann Kough and John Kennedy
Linda and Mike Kress
JoAnn Kukulus and
Fred Wiener
Judy and Anthony K
wee
Carrie and Micah Laaker
Carol and Robert LaBarthe
Ladera Community Church
Karen Latina and Evan Susser
Tamara LaTorre and Jim Rowe
Tina Lavelle-Pilek
Leak Fairon Family Fund
Jennifer Lebsack
Shirley and Daniel Lee
Howard Levy
Dane Lewis
Light Company
Jill and Phillip Lighty
Jennifer Lindsay
Heather Linebarger
Live Oak Lions Club
of Menlo Park
Ginny and Mark L
ockhart
Barbara and Gary Loebner
Leslie and Greg Loomis
Loqate
Annamarie and Alan Louie
Amber Lucas
Ellen and Jim Lussier
Nicole Lynn and Adam Wood
Patricia and Joseph Mach
Nancy and Alex Malaspina
Sophie Maletsky
Brian Manca
Judy and George Marcus
Lisa Mario
Linda and A.C. Markkula
Kaaren and Richard Marquez
Deborah and Tom Martin
Joan Martin-Lake and
Paul Lake
Diane and R
obert Master
Leslie and Matthew Mayerson
Jerry McBride
Patricia McClung and
Allen Morgan
Evan McCulloch
Anne and Thomas McDevitt
Theresa McDonald
Suzanne and James McElwee
Ethna McGourty and

Timothy Haley
Amy and R
obert McHugh
Elisabeth and Daniel McKinnon
Meg and Stuart McLaughlin
Debra and Jim McLean
Caryn McVey
Lisa and Bob Meade
Tomoko and Aubrey Merriman
Tina Mikkelsen
Jess and Ross Millikan
Laurel and Steve Miranda
The Mirbach Family
James Montanaro
Barrett Moore and Bruce Ives
Karen Moore and
Peter Watkins
Michael Morganstern
Richard Morris
A
gnes Moser
Tami and Tim Mulcahy
Renee and Adil Munshi
Laurel and Donald Nagle
Deborah Neff
New Life Community Church
Susan Nitzberg
Oak Grove Christian Ministries
Jennifer and Bob O’Donnell
Karen Offen
Optimist Club of
San Carlos-Belmont
Orchard Commercial Inc.

Jen Overholt
P
alo Alto Christian Reformed
Church
PayPal
Steven Payne
Holly Pedersen
Mary Pence
Janet and Ken Perez
Mauree Jane and Mark Perry
Drora and Janet Pershing
Kirk Pessner and Russell Miller
Laura Peterhans
Melissa and Youlian Petkov
Rebecca Phillips
Barbara and Jerry Pierce
Lee and John Pierce
Lynn and Olivier Pieron
Laura and Mark Pitchford
Cynthia and Randy Pond
Laura and Andy Poppink
Ellen and Klaus Porzig
Valerie and David Powell
Anjali Pradhan
Erika and Eduardo Pretell
Joan and William Price
Virginia and Leslie Proceviat
David Proulx
PwC Foundation
Vickie and Robert Quenelle
Sandra Ramer
Sonali and Chidambaram
Rammohan
Amy Rao and Harry Plant
Gertrude Reagan
Christine and Charlie Redfield
Redwood City Elks Lodge
Laurie Reid and
Nicholas Menaker
Christina and Jeff Richardson
Jenny and Gerald Risk
Alicia R
oach Gerena
Theresa and Karl Robinson
Suzanne Rocca-Butler and
Eric Butler
P
enny Rock and Robert Garner
Betsy and Marc Rosen
Rotary Club of Mountain View
Katharine and Daniel Rubin
Deborah and Dan Rubnitz
Cynthia and Allen Ruby
Geniveve Ruskus and
Derek Mulkey
V
alerie and Michael Russell
Jennifer and Joshua Salcman
Salesforce.com Foundation
San Francisco Symphony
The San Mateo County
Democratic Party
Santa Clara Family Health Plan
Jessica Sauter
Denise Savoie and

Darrell Duffie
Meritt and S
tephen Sawyer
Gayle Schaeffer and
Charles Wyngarden
Evelyn Schiffman and

Cubby Bernstein
Heik
e Schmitz and
Markus Fromherz
L
auren and Rick Schwartz
Lynn and Thomas Schworetzky
Searchlight Fellowship
Irene Searles and David Brett
Cynthia Sears
Reva and John Segall
Randee Seiger
Anita Seipp
Kasturi Sengupta
Peggy and Ronald Shapera
Carla Shatz
Jennifer and Jeffrey Shaw
Katharine and Elton Sherwin
John Sheu
Janet and Mike Shinn
Shirdi Sai Parivaar
Sheree and John Shoch
Cindy and Greg Shove
Rebeca and Mark Showen
Beth and John Shuman
Carolyn and Jeremy Siegel
Sierra Ventures
Management III, LLC
Bryan Silverthorn
Simon P
. Morris, D.D.S.

Pediatric Dentistry
Jennifer and Chris Sk
arakis
Natasha Skok and
Matthew Self
Joy Sleizer
SMCBA Barristers
Edward Smith
Joyce and Bradley Smith
P
aula and Steve Smith
The Smith Family Fund
Deborah Sobel and
Jeffrey Brown
Softbank Investment A
dvisers
Jane and Larry Solomon
Mary Beth Springer,
Paul Rosenblum,
and Rachel Rosenblum
S
t. Bede’s Episcopal Church
of Menlo Park
Faye and R
on Star
Marion Steeg and
Salvador Bustamante
Edye and L
arry Stein
Lauren Stein and
Samuel Friedman
Marrilyn S
tein
Sheila and Russell Stevens
Susanne Stevens
Dee Stewart
Valori Stitt
Kathryn Stivers
Study.com
Nicholas Sutton
Debra Szecsei and Ronald Hall
Colleen and Geoffrey Tate
Holly and Buzz Thompson
Toneh and Jeffrey Thompson
Susan and Carl Thomsen
Eudora and Jimmy Ting
Nicholas Tompkins
Deanne Tucker
UA Local Union 393
Jennifer Urmson
Sue Valeriote and
Ken Goldman
L
etty and Frits Vanderlinden
Melanie Vinson
Marie and John Violet
Elizabeth and Mark Vorsatz
Jay Voss
Fatima Wagdy
Jeanine Walters
Andrew Wang
Jacqueline Warden
Judith Wasserman
Georgianna and Robert Waters
Dagmar Wedel and
Patrick Daley
R
ebecca and David Weekly
Angela and David Weiden
Margaret and Curt Weil
Nina Weil
Sarah and Eric Weissman
Wells Fargo
Cheryl and Clark Westmont
Alexander White
Patricia and James White
Lia and Jim Whitehead
Cynthia and Jonathan Wilcox
Marjan and John Wilkes
William H. Cilker Family
Foundation
Linda and Drew Williams
Kristen and Edward Willig
Jean and Bob Willwerth
Lou Ann and Blake Winchell
Claire and Bill Wolfenden
Florence Wong and
Andrew Haskell
Nancy L
am Wong
Joanne Wong-Lam
Amy Woolf
Sheila and Gerald Wroblewski
Susan Xing and Alan Lin
Bernadette Yetso
Cindy and Peter Ziebelman
Cynthia Zollinger and
Mike Minor
R
achel and Aaron Zubaty
We are deeply grateful to each person,
group, company, and foundation who has
helped us through another extraordinarily
challenging year. Your generosity makes
a life-changing difference for thousands
of people in Silicon V
alley. Thank you!
We are so grateful for the support of our dedicated LifeMoves volunteers, whose time, efforts, and creativity were especially crucial during the last twelve months. From DIY hygiene kits for our female clients, to heartwarming shoe drives, and an outpouring of generosity through the bittersweet holiday season, community members and local organizations gave
countless hours to projects that helped our clients feel at ease and at home.

Donate
Make a Financial Contribution
Y our gift ensures that we can
continue to provide housing and
supportive services to thousands
of unhoused children and adults.

Contact Katherine Finnigan
at [email protected]
to make a gift of stock, property,
or DAF grant.

Include LifeMoves in
Y our Estate Plan
By making a gift through your
will or trust, you can leave a
legacy of shelter and services
for families and individuals
for years to come. Contact
Katherine Finnigan at
[email protected].

Ask Y our Employer to Match Gifts
Many companies offer matching
donations to double the impact
of your gift. See if your employer
will match your donation to
LifeMoves: www.lifemoves.org/
make-an-impact/
employee-match/
Donate a Vehicle, Clothing,
or Other Items
Find out about creative
giving options that offer the
greatest philanthropic impact.

Contact Carmen Kapanga,
[email protected]
to donate a vehicle,
clothing, or other items.

Volunteer
Volunteer Virtually with
Y our Company
Create fun and engaging
team-building activities that make
an impact for people in need.

Contact Marissa Dong at
[email protected].

Donate or Sponsor Meals
Drop off prepared meals or
sponsor a meal delivery to help
ensure the 1,549 people staying
at a LifeMoves site have access
to healthy, fresh, and nutritious
meals. Contact Alex Mazariegos
at [email protected].

Contribute Pro Bono Skills
Give your professional time
to provide consulting services
on an as-needed basis. Contact
[email protected].

Partner
Hire a Jobseeker
Hire motivated, qualified
employees working to build
brighter futures.

Become a Landlord Leader
Rent your apartment to one of
our clients, and give a second
chance to a responsible tenant.

Contact Bernah Posadas at
[email protected].

Connect
Take a Virtual Tour of
LifeMoves Programs
Schedule a tour and see first-hand
the impact of our services.

Contact Shelby Dobrenz at
[email protected].

Attend a Virtual Family
Engagement Workshop
Our virtual Family Engagement
Workshop teaches families
with children age 8-13 about
homelessness through age-
appropriate, engaging, and
inspiring activities and discussion.

Contact Shelby Dobrenz at
[email protected].

Visit Us Online at
www.lifemoves.org
Read about the latest news,
events, and inspirational stories.

Connect on Social Media
Join the conversation online at
Facebook.com/LifeMovesOrg
Twitter.com/LifeMovesOrg
Linkedin.com/company/LifeMoves
Instagram.com/LifeMoves_org
LifeMoves Annual Report • page 15
Community Support
12,400
volunteers support LifeMoves
LifeMoves hopes to resume in-person volunteering
as health regulations develop in the new year,
and we look forward to seeing you again soon.

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 Everyone Has a Story
“We see someone that’s homeless, and
we don’t know how or why they ended up
on the street – we don’t know their story.

Being on the flip side of the coin, I just
want people to know that everyone
has a story to tell. And I’m so grateful
to be here, at this chapter in my story –
whatever you need, LifeMoves is here
to help. It’s a blessing.”
JOHN
181 Constitution Drive
Menlo Park, CA 94025
650.685.5880
www.lifemoves.org
DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 INTERN INSIGHTS:

The Summer Camp Scoop
Weeks 2 & 3: June 27 - July 8, 2022
By Yara Sevilla
WEEKS 2 & 3: SUPERHEROES AND

SAFARIS
The campers spent two weeks of playing fun activities while using their creative imaginations. Whether they were pretending to be Tony Stark (aka Iron-Man!) or a tiger, campers were always keeping their bodies moving!
GLAMOROUS GUESTS:

TERRIFIC TRIPS:

Field trips have been an integral part to campers'
learning experience. These include trips to the
park, the pool, and Pets in Need (an animal shelter
in Palo Alto), which are available to all sites.

Campers of all ages enjoy visiting new places
across the Bay Area.

Pictured below are happy campers from Redwood
Family House and the Motel Voucher Program.

Campers across
sites have been
making new
friends who visit
their sites,
including wizards
and lizards.

Pictured to the
left are two
campers from
Family Crossroads
and Haven
hanging out with
the visitors,
whether human or
otherwise!
PICTURE PERFECT:

Georgia Travis House
camper wearing her
superhero mask!
Redwood Family House
camper killing it at the
monkey bars!
Villa camper and intern
holding a slithery friend!
Hong on Mountain View's trip to
Pets in Need
Trey helping a Redwood Family
House camper
Interns allow all this fun
to be possible! They
shared some things
they took away from
camp below.

Trey says "I look
forward to playing
games, doing crafts,
and teaching [the kids]
new things everyday."
Hong says that she
loves how "kids learn
very fast and pick up
and copy everything
[she does]."
DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6

Non‐GAAP Budget for Fiscal Year 2023 FY2023 HCD ‐Homekey* FY2023 Revenue Revenue
Government 39,329,795   Government‐HCD Homekey 2.0 CAPEX 61,032,228 Private Revenue 40,405,442   Government‐HCD Homekey 2.0 OPEX 14,828,905 Other Revenue 394,888 Total Revenue 75,861,133
Total Revenue 80,130,125
Expense
Expense   Program Expense
Program Expense
Program Salary & Benefits 20,698,490 14,828,905
Direct Client Expenses 13,178,950 Total Program and Admin Expenses 14,828,905 Site Operating Costs 8,648,057
Operations Labor and Fringe 10,901,512 Non Operating
Total Program Expenses 53,427,009   Capital Costs‐Homekey 2.0 61,032,228 Total Capital Costs 61,032,228
Administration and Fundraising Expense 12,691,595
Total Program and Admin Expenses 66,118,604 Total Agency Expenses 75,861,133 Non Operating Balance 0
Capital Costs 6,000,000
Total Capital Costs 6,000,000
Total Agency Expenses 72,118,604
Budgeted Surplus (for deferred maintenance,
CAPEX expenditures, and Long term Reserves )
8,011,521
*HCD‐Homekey line items refer to the two new shelter sites slated for construction and completion in FY23.

These are onetime funds
Government‐HCD Homekey 2.0 OPEX for future
years
DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 Board of Directors FY23
Officers:

Patrick Heron (Chair)
Managing Partner
Frazier Life Sciences
70 Willow Road, Suite 200 (work)
Menlo Park, CA 94025
(W) 650-325-5156
[email protected]
Committees: Executive
Years on the Board: 6
Greg Eckert (Treasurer)
Partner
PricewaterhouseCoopers
181 Constitution Drive (volunteer office)
Menlo Park, CA 94025
[email protected]
Committees: Executive, Finance
Years on the Board: 3
Melissa Selcher (Vice Chair)
Chief Marketing & Communications Officer
LinkedIn
2029 Stierlin Court Suite 200 (work)
Mountain View, CA 94043
[email protected]
Committees: Development, Executive
Years on the Board: 4
Julie Gruber (Secretary)
Deputy General Counsel
Gap Inc./Old Navy
2 Folsom Street (work)
San Francisco, CA 94105
(H) 650-773-3244
[email protected]
Committees: Executive
Years on the Board: 6
Joe Stockwell (Chair Emeritus)
Principal
Odyssey Management Capital
19 Bennett Road (home)
Redwood City, CA 94062
[email protected]
Committees: Executive
Years on the Board: 6
Directors:

Pastor Paul Bains
President & Co-Founder
WeHope
1854 Bay Road (work)
East Palo Alto, CA 94303
(C) 650-207-1998
[email protected]
Years on the Board: 2
Sarah Boisseree
Senior Financial Analyst, Corporate Planning
Salesforce
The Landmark @ One Market, Suite 300 (work)
San Francisco, CA 94105
(C) 650-867-6460
[email protected]
Committees: Audit
Years on the Board: 5
Christina Corpus
Sheriff
San Mateo County
201 Merced Drive (home)
San Bruno, CA 94066
(W) 650-363-4990
[email protected]
Years on the Board: 2
Scott Goree
Sr. Director, Worldwide Distribution
Nutanix
181 Constitution Drive (volunteer office)
Menlo Park, CA 94025
(C) 650-685-5880
[email protected]
Years on the Board: 2
DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 Board of Directors FY23
Martha Joseph
Sr. Associate of Development
Tipping Point Community
2544 W Ave 130th (home)
San Leandro, CA 94577
(C) 4
15-879-2142
[email protected]
Years on the Board: 2
Tiffany Hong
Senior Vice President
Franklin Templeton Investments
1 Franklin Parkway (work)
San Mateo, CA 94403
(W) 6
50-312-2989
[email protected]
Committees: Principal Gifts
Years on the Board: 4
Lauren Koenig
Philanthropist, Mentor, Volunteer
181 Constitution Drive (volunteer office)
Menlo Park, CA 94025
(C) 6
50-245-1882
[email protected]
Committees: Development
Years on the Board: 4
Ahmed Khatib
Senior VP, Private Wealth Advisor
Merrill Private Wealth Management
3075 Hansen Way (work)
Palo Alto, CA 94304
(W) 6
50-473-2075
[email protected]
Years on the Board: 3
May Topper
Currently Marketing Consultant
Former Vice President, Marketing, Oral-B
181 Constitution Drive (volunteer office)
Menlo Park, CA 94025
650-685-5880
[email protected]
Years on the Board: 3
Pamela Weiss
Philanthropist, Writer, Community Activist
181 Constitution Drive (volunteer office)
Menlo Park, CA 94025
[email protected]
Years on the Board: 4
Gene Todd
Executive Vice President – Head of Regional Markets
Fiduciary Trust International
One Franklin Parkway, 920, 1st Floor
San Mateo, CA 94403
216-410-1899
[email protected]
Years on the Board: First year
DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6 Board of Directors FY23
From the LifeMoves By-laws:

Each director shall hold office for a term of two (2) years or until his or her successor has been elected. A director may not serve more than three (3) full consecutive terms; provided, however, that notwithstanding such limitation, (i) a director may continue to serve so long as such director is elected as an officer of the Corporation, (ii) a director who serves as Chair of the Board may continue to serve as a director for a period of two (2) years after his or her successor as Chair is elected, or (iii) the term of the Director is extended upon recommendation by the Executive Committee and approval by a majority vote of the Board, not including the vote of the Director whose term is being extended.

DocuSign Envelope ID: 34F2D624-FEB9-4D03-BD3A-27B53ED4E7B6

1 GRANT REPORT TO THE TOWN OF COLMA
JUNE 2022

LifeMoves wishes to formally thank the Town of Colma for the latest generous grant award to help support the individuals and families experiencing homelessness. We are incredibly grateful for the grant of $4,000 we received last October to support programs serving Colma residents and for the Town of Colma’s continued partnership in ending local homelessness. LifeMoves is pleased to share this report, highlighting the impact of these funds and provide an organizational update.

SERVICES TO TOWN OF COLMA RESIDENTS
Four Town of Colma residents received food, shelter, clothing, and a broad range of supportive services in our LifeMoves shelters to date this fiscal year (July 1, 2021, through May 31, 2022). One family – including a parent and a child – spent three months at our First Step for Families shelter in the City of San Mateo. Two Colma locals were served by our “Healthcare for the Homeless” (HCH) team, and our “Homeless Outreach Team” (HOT). These individuals went on to receive additional supports during their stay at our Maple Street shelter in Redwood City.

All told, these individuals stayed a total of 124 nights in LifeMoves shelters. As a result, all funds from the Town of Colma were expended during FY22 (July 2021 – June 2022). LifeMoves provides an important safety net for local families and individuals in need or at risk of becoming homeless, while at the same time, our services help preserve public health and safety for all residents and merchants within the Town of Colma.

LIFEMOVES OVERVIEW
During our most recent fiscal year, with 350 employees, LifeMoves operated more than 20 shelter and service facilities from Daly City to San Jose for individuals and families experiencing homelessness or at risk of becoming homeless. We served in excess of 7,200 people across all LifeMoves programs and provided clients with more than 237,000 shelter nights. LifeMoves continues to feed, clothe, and house approximately 1,500 people per night, about 20% of whom are children and one out of every 10 adults served is a Veteran. We offer intensive, customized case management through both shelter programs and community outreach. In FY21, our staff worked together to provide more than 1.2 million hours of case management to our clients in San Mateo and Santa Clara counties.

This past fiscal year, 89% of families who engaged with LifeMoves’ transitional housing programs successfully returned to stable housing and achieved self-sufficiency. We expect to see comparable results this fiscal year, which ends on June 30. All LifeMoves programs are built on a foundation of “Housing First” principles – that access to secure and safe housing is the critical first step necessary for unsheltered individuals to make pivotal changes for their future. The strategy employed at LifeMoves addresses the root causes of homelessness, not just the symptoms.

2 In addition to food, clothing, and shelter, our families have access to a broad range of on-site supportive services that include life-skills workshops, employment and housing search assistance, personal finance and budgeting assistance, health care referrals, behavioral health care counseling, and substance abuse support. We continue to credit the LifeMoves therapeutic service model for making the difference in the outcomes we have been able to achieve. And we are deeply grateful to funders like the Town of Colma for making these accomplishments possible.

ORGANIZATIONAL UPDATES
One of our biggest undertakings for the next fiscal year is the construction of a new Navigation Center, to be located near our current Maple Street shelter location in Redwood City, east of Highway 101. The location will have 240 units available for single adults and couples. Together with the County of San Mateo and other local partners, an ambitious goal has been set to begin serving clients before the end of 2022. This construction will be modeled after the LifeMoves I Mountain View shelter that opened in April 2021. Prefabricated, modular units will be used to quickly construct this center, providing critical interim shelter to those experiencing homelessness in San Mateo County.

Those staying in this new shelter will receive the same wrap-around services offered at all LifeMoves locations, providing the necessary resources and supports to move a person or family to stable housing and independence. The Navigation Center will be funded by a combination of federal, state, city, and philanthropic dollars and LifeMoves will oversee operations.

LifeMoves has had unprecedented growth in the past two years. In order to ensure the organization remains mission-focused on breaking the cycle of homelessness in Silicon Valley, the board and staff have been working together to develop a strategic plan. This has been an in-depth project, but an important exercise to confirm we are on a path where we can continue to respond to the changing needs of our community with innovative programming while confident we have the infrastructure necessary to sustain expanded services.

CONCLUSION
Thank you again for the Town of Colma’s continued support for some of the most vulnerable members of our shared community. With your partnership, LifeMoves continues to create meaningful opportunities for homeless individuals and families to return to stable housing and long-term self- sufficiency. Together, we look forward to building lasting solutions to end homelessness.

If you have any questions or there is any additional information we can provide, please do not hesitate to contact Jeannie Leahy, Director of Grants and Contracts, at (650) 685-5880, ext. 158 or [email protected].

7/8/2022 Page 1 of 6
Non-Profit Funding Request Form
FY 2022-23
Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code
Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________
a. Total Agency Annual Budget: $_______________
b. Number of Agency Employees: _______________
c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479 1455 Madison Avenue Redwood City CA 94061
[email protected]
1,095,207
X
3,000.00
Ombudsman Services of San Mateo County, Inc.
11 70%
The residents of long term care facilities are often the most vulnerable in society. OSSMC works to assure the protection of these residents through advocacy, direct intervention, and education in collaboration with services providers.

Bernie Mellott
650-78-5702
7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479 The Ombudsman Services of San Mateo County, Inc is the only program of its type in the County. Our program is the only one that is dedicated to advocating for the quality of life and the dignity of residents living in licensed long term care facilities in our county.
the ombudsmen and the filed ombudsmen regularly visit the local facilities and directly speak to the residents. We visit the skilled nursing homes at least once a week the RCFE's at least once a month and the ARF's once a year. All of our facilities received many more visits then we are required by the state to do. Our belief is that all residents deserve to be seen, heard, valued and supported so they can enjoy the best quality of life and live in dignity. This program is federally mandated and we are funded through the state down to the county, private grants, the generosity of private donors and are annual fundraiser.

The funds we would receive from the Town of Colma will help OSSMC to meet its federally mandated mission to monitor and advocate for the residents of Colma living in licensed long term care facilities. These services are accomplished with our volunteer ombudsmen and our paid staff. These funds will help with the salaries of our Special Needs Supervisor and our North County Supervisor. WE not only serve residents in the Town of Colma, we also serve all other residents that live in licensed long term care facilities in San Mateo County. Presently we serve 431 facilities with a total of 9176 residents.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479 The benefit to the Town of Colma is that the residents who live in your town and in long term care facilities are cared for. Someone is watching over them and the facilities they live in. WE are the eyes and ears of the residents and sometimes their voice also. Many of the residents that live in your facilities have no family or friends so we are the closest friend for them that they can talk to. WE want all residents that live the Town of Colma's facilities to have the best life possible and to be able to age in place as we watch over hem!
The amount we have requested this year is $500 more then what we received last year. I have increased the asked by $500 this year due to the cost of living in San Mateo County and also giving our staff a small raise of which they desire. The County has given us $5,000 less for operations this year. WE did receive some extra funds but for special projects.

7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479 WE have served the residents of the two facilities in the Town of Colma since they were established. The facilities are Angela's Rest Home and Reflections.

For 2022 we accomplished the following:

OSSMC made 63 visits to the facilities in the Town of Colma WE opened and close 11 cases
We did not received any request for information or assistance from families or residents.

WE provided 2 information and assistance to facility staff WE did not provide any community education or advice to the facilities With the $42,500 grant the Town of Colma gave us for '21-'22 the funds helped us with the salary and benefits of the North County Supervisor. During this time, it is very difficult to maintain a staff of well qualified people. WE have a very low staff turn over and I believe that is because we try to give them a fair wage for the tremendous work they do. WE are on the front line with the virus still here!

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479

No, COVID - 19 did not affect OSSMC in how they spent the grant we received. WE ar still on the front lien and working full time, 5 days a week. 2021-2022 2022-2023 SSF $20,000 $20,000 Burlingame $ 700 $ 700 Foster city $ 5,000 -0- Menlo Park $ 2,000 $ 2,000 San Mateo $17,300 $12,200 7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2020 or 2019)

Optional Attachments

DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479 X
CT 118758

7/20/2022

Board Members 2021-2022

PRESIDENT
Mitchell Bailey
Vice Chancellor/Chief of Staff,
Office of Chancellor
San Mateo County Community
College District
(650) 574-6510
[email protected]

VICE PRESIDENT
Monika Lee, Esq.

Attorney in Private Practice
(650) 572-0821
[email protected]

SECRETARY/TREASURER
Cindy Safe
Administrative Services Manager,
Woodside Town Council
(408) 499-5359
[email protected]

DIRECTORS
Denis Fama
Associate Professor, College of
Business & Professional Studies
John F. Kennedy University
(415) 602-2741
[email protected]

Vic Lee
Retired ABC 7 News Reporter
(415) 954-7864
[email protected]

Chet Lexvold, Esq.

Attorney/Research Consultant
LexisNexis
(651) 380-2764
[email protected]

Bob Montevaldo
Retired
(650) 464-7705
[email protected]

Sharmin Nabi, Esq.

Attorney
Senior Compliance Manager,
Managed Care Contracts
Genentech
(651) 724-2202
[email protected]
DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479

OMBUDSMAN SERVICES OF SAN MATEO COUNTY, INC
BUDGET FY2022-2023
Operating Income FY22/23
Donations
Annual Report/Newsletter 500
Appeal Letters Holiday 7,000
Appeal Letters Spring 0
Board Gifts 10,000
Donations 5,000
Volunteer Recognition Luncheon 15,000
Sub-total 37,500
Foundation Funding
Atkinson 10,000
Deacon Charitable Foundation 5,000
Gellert Foundation 10,000
Palo Alto Community Fund 10,000
Albertson/Safeway Foundation 2,500
San Bruno Community Foundation 0
TouchPoint 3,000
Woodlawn 45,000
Sub-total 85,500
Government Funding
SMC Title IIIB (OAA) 31,584
SMC Title IIIB - OTO 0
SMC Title VIIA 47,232
SMC Title VIIA - OTO 0
SMC General Funds (<60) 52,000
CARES Act (County-SMCGF & >60) 0
St Health Facilities Citation Penalty (SHFCPA) 15,749
SHFCPA - OTO 0
SNF Quality Assurance (SNFQAF) 46,255
State General Fund 214,740
State Augmentation 0
State GF - Baseline Adjustment 0
Public Health L&C Prog Fund (PHL&C) 9,738
Measure K 121,983
American Rescue Act 22,726
CARE Act (State) 0
Elder Justice 0
Robotic Pets 1,500
CDBG Redwood City 0
CDBG San Mateo 18,000
CDBG SSF 20,000
Other City Grants - Burlingame 700
Other City Grants - Foster City 5,000
Other City Grants - Menlo Park 2,500
Other City Grants-Town of Colma 2,500
Sub-Total 612,207
Healthcare Districts
Peninsula Health Care District 70,000
Sequoia Healthcare District 75,000
Sub-Total 145,000
In Kind volunteer hours 115,000
Endowment Transfer 100,000
Other Income to balance budget
Other Income
Total Revenue 1,095,207
Board Approved 6/17/2022
DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479 Expenses
FY22/23
Development/Marketing
Fundraising
Grant Writing 36,000
Event Planner 0
Volunteer Recognition Luncheon 10,000
Fall Event 0
Holiday Appeal 1,900
Spring Appeal 0
Sub-total 47,900
Marketing
Marketing PR 3,500
Sub-total 3,500
Printing & Reproduction
Newsletter/Annual Report 1,000
Brochures/tentcards/bus cards 3,000
Website 2,000
Other
Sub-total 6,000
Employee Expense Direct
Payroll 688,041
Benefits (medical, dental) 20,943
ER Taxes 57,689
Workers Compensation 2,543
Sub-total 769,216
Employee Indirect Expenses
Education 2,000
Recruiting 750
Mileage Reimbursement 10,000
Payroll Service Fee 3,500
Sub-total 16,250
Operating Expenses
Board Expenses 3,000
Sub-total 3,000
Facilities & Equipment
Computer Maintenance 2,400
Computer Software 3,850
Maintenance Agreements 2,410
Moving Expenses 0
Office Equipment 2,000
Office Furnishings 1,000
Rent 12,000
Sub-total 23,660
Financial Expenses
Accounting/Audit 14,000
Investment Advisory Fees 0
PayPal Fees 1,500
Bank Charges 25
Sub-total 15,525
Insurance
Directors and Officers 1,935
General Liability 3,280
Membership Dues & Subscriptions 3,000
Other Meeting Expenses 500
Office Supplies 3,500
Postage and Delivery 1,500
Telephone and Internet 5,000
Sub-total 18,715
DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479 Expenses
FY22/23
Program Expense
Misc 1,000
Intern Stipend 9,000
Professional Services/contracted srvcs 0
Hiring Costs for new ED 0
Corporate Registration 180
Taxes 125
Sub-total 10,305
Special Projects
Alzheimer's Association Conference 2,500
Friendly Visitors 6,650
Music and Me 35,000
Robitic Pets 1,500
Special Mileage Compensation 0
Upgrade Existing Computers 0
Tablets for Residents 10,000
Sub-total 55,650
Volunteer Expenses 8,350
Volunteer In-kind hours 115,000
Total Expenses 1,093,071
2,136
DocuSign Envelope ID: 2FDEBEFB-6E7B-480B-8190-A755A3FCE479

7/8/2022 Page 1 of 6

Non-Profit Funding Request Form
FY 2022-23

Please do NOT write “see attached” as a response to any of the questions. You must submit all answers on this form. You may submit additional attachments, but they will not replace any of the responses.

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: DE0F73BD-9B1F-4304-90F9-1A7BF9E19BF5

Since 1949, Operation Santa Claus has delivered a traditional Christmas experience for families in Colma, Daly City and Broadmoor. We do this through our annual December toy and gift delivery service. Many families we serve are experiencing financial hardships or homelessness in our community. We are a volunteer run and donation based non-profit.
415.744.4049
Aimee O’Donnell Saunders

1,500
21,000

10 Wembley Drive, Daly City, CA 94015
Operation Santa Claus
[email protected]
Zero
Zero

7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: DE0F73BD-9B1F-4304-90F9-1A7BF9E19BF5 Funds are used to purchase new gifts each year. Gifts include gift cards (11-12 year olds) and toys, games, sports equipment and books for kids 10 and under. These are Colma families who have applied for this annual service in the Holiday season.

Our program best fits under A - providing complimentary clothing, books, and toys for children ages 12 and under in our community.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: DE0F73BD-9B1F-4304-90F9-1A7BF9E19BF5 Last year we received $1500 and we would appreciate the same amount this year.

Families who are residents of Colma can apply for assistance with holiday gifts for their children. Our volunteers pack and deliver age appropriate gifts to their homes, or provides a pick up service for families that works better for.

Additionally, we also provide the opportunity for Colma residents to volunteer with us, in our gift packing and delivery efforts.

7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: DE0F73BD-9B1F-4304-90F9-1A7BF9E19BF5 A) In 2021, we delivered to 15 Colma addresses, totaling 35 children.

B) We deliver to residences on a designated evening, which is communicated to the applicants. If they cannot be home at designated time, we keep their gifts at our headquarters (10 Wembley Dr in DC) and they can retrieve during business hours.

C) Once our application opens in the Fall, we communicate to schools and other service providers in our area, who can encourage families they know to apply.

City of Colma’s donation was included in our other fundraising results. All donations were entirely used to acquire as outlined:

Toys- $14,000
Gift Cards- $4,700
Total - $18,700
In total, we helped 326 families, which included 668 children (10 and under) and 161 pre-teens (11-12yr.)

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: DE0F73BD-9B1F-4304-90F9-1A7BF9E19BF5 Like everyone everywhere, COVID’s impact was felt. We served as many families as we could within parameters of our funds and space. The service providers we work with have reported increased demands for food & rental assistance so it tracks that we also saw increased applications, and we helped as many ad we could. We expect 2022 to also have a large pool of applicants.

In 21-22, we received grants from Town of Colma, Woodlawn Cemetery, and Gellert Foundation.

This year, for 22-23 we are requesting grants from Town of Colma, Woodlawn Cemetery, Gellert Foundation and Doelger Foundation.

To the best of this applicants knowledge Colma is the only City we requested or are requesting from.

7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2020 or 2019)

Optional Attachments

DocuSign Envelope ID: DE0F73BD-9B1F-4304-90F9-1A7BF9E19BF5 94-2920191
X

Operation Santa Claus10 Wembley DriveDaly City, CA94015 Bobby Stuhler, President
Barney Maffei, Treasurer
Jennifer Linale, Secretary
Maria DeLucchi
Denise Brown
Romeo Benson
Pat Bohm
Marya Ouro-Gbeleou
Mike Stancil
Cameron Christensen
Aimee O’Donnell Saunders

2022 Governing Board
DocuSign Envelope ID: DE0F73BD-9B1F-4304-90F9-1A7BF9E19BF5 DocuSign Envelope ID: DE0F73BD-9B1F-4304-90F9-1A7BF9E19BF5

Board of Directors
Bobby Stuhler, President  Barney Maffei, Treasurer Jennifer Linale, Secretary Maria DeLucchi  Denise Brown Romeo Benson  Pat Bohm  Officer Cameron Christensen

TIN 94-2920191

May 28, 2022

Darcy De Leon
Colma City Hall
1198 El Camino Real
Colma, CA 94014

Dear Darcy,

On behalf of the Operation Santa Claus board, I wish to thank the officers of the City of Colma for the generation donation of $2,000.

During the past holiday season, we assisted 321 families, which included 661 children with newly purchased toys, 159 teens with gift cards.

The $2,000 donation received from the City of Colma was included with other fundraising results.

All donations were entirely used to acquire the items mentioned above:

Toy Purchases: $14,000
Gift Cards: $5,000
Expenses: $1,700
Total $21,700

Please contact me should you require any further information.

Once again thank you for your contribution.

Best Regards,

Jennifer Linale
OSC Secretary
(415) 828-0062 mobile
[email protected]

7/8/2022 Page 1 of 6

Non-Profit Funding Request Form
FY 2022-23

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10 800 Middle Ave., Menlo Park, CA 94025

The mission of Peninsula Volunteers, Inc. (PVI) is to enable seniors to age in place.

PVI’s services meet the physical, social, mental, and emotional health needs of participants, allowing them to age with dignity and independence in their own homes and communities. PVI serves the most vulnerable and at-risk seniors and adults with disabilities through its four core programs, Meals on Wheels (MOW), Adult Day Services at Rosener House, Little House Activity Center and PVI Ride,our Transportation Program.

X
63 Barbara Kalt, Grant Specialist
46 10,000

$7,426.748
Peninsula Volunteers, Inc.
650-207-8738 [email protected]
7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10 MOW is a basic safety-net service, helping recipients who are at-risk of institutional placement to age in place as independently as possible. Most MOW recipients do not have adequate income to purchase healthy food. In San Mateo County 38% of MOW recipients have annual incomes of less than $15,000, and 81% have incomes of less than 30% of AMI for the county. In Colma, the majority of MOW recipients live alone. Meals delivered and wellness checks are lifelines for these MOW recipients, even more dramatically so during the COVID pandemic. PVI has a contract with San Mateo County Aging and Adult Services for Older Americans Act funds to support MOW, but the rate of reimbursement covers less than half of the cost. For the last fiscal year, Colma residents received 3,486 meals through PVI MOW, requiring a subsidy to prepare and deliver of $27,888. The grant from Colma of $5,000 helped to defray this expense.

Funds will be used to purchase raw food and compostable delivery trays. Food costs have risen significantly, now at more than 50% of the MOW budget. Voluntary donations are requested from clients, but as most are on small fixed incomes, the average donation is less than $1 per meal. Grants and donations from other sources are necessary to sustain this essential service.

The PVI Meals on Wheels (MOW) program provides nutritious home-delivered meals to seniors and adults with disabilities, increasing food security, supporting good health and aiding in managing chronic disease. Home-delivered meals reduce the risk of malnutrition by increasing access to fruit, vegetables, protein, and dairy products. Each meal consists of 3 servings of fruits and vegetables, one serving of dairy, at least 3 ounces of protein, and whole grain. Wellness checks by delivery drivers and calls from MOW staff help reduce isolation, and referrals are made to other services so recipients can remain in their own homes and communities, living with dignity and independence. Meals on Wheels helps prevent more costly hospitalizations and further complications from chronic illnesses and falls.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10 The request amount is the same as last year, $10,000, while the grant amount was $5,000. As detailed above, there was a shortfall of $27,888 to prepare and deliver home-delivered meals to qualified Colma residents in FY 2021-22.

Home-delivered meals will benefit the Town of Colma by ensuring that the most vulnerable are cared for by receiving regular, nutritious meals as well as daily wellness checks. Meal recipients will continue to be able to live independently in their own homes and communities. According to the Healthy Community Collaborative of San Mateo County, many seniors face hunger every day, with 1 in 8 having to choose between paying rent, buying medication or purchasing food.

Regular wellness checks by delivery drivers, calls from the Meals on Wheels office, and quarterly assessments help alleviate loneliness and isolation and identify when a client is having problems and in need of a referral to an outside agency.

Since the Veterans Village opened, PVI Meals on Wheels has increased the number of clients served from 4 to 15 each year. Meal delivery to the veterans there is a benefit to the Town of Colma.

7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10 The $5,000 grant from the Town of Colma for FY 2021-22 was used to purchase raw food and packing supplies to prepare the 3,486 meals delivered to Colma residents.

A. 15 Colma residents were served by PVI Meals on Wheels in FY 2021-22, and they received 3,486 meals.

B. Meals are delivered to the recipient’s home. Current Meals on Wheels clients reside throughout Colma, with the majority of meal recipients living in Veterans Village.

C. Outreach letters and flyers are sent to social workers, dialysis centers, senior centers, doctors’ offices and senior apartment buildings so that seniors and those working with seniors know about Meals on Wheels. We also coordinate with the social workers at Veterans Village in Colma.

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10 During the COVID-19 pandemic, Meals on Wheels has continued to deliver meals to our clients. Delivery schedules were changed due to a lack of volunteer drivers, while demand for meal delivery increased. The change did not affect how the funds were spent.

Meals on Wheels is an essential safety-net service and its’ continued operation is a top priority for PVI.

City of San Carlos, City of Redwood City, City of South San Francisco, San Bruno Community Foundation, City of Menlo Park.

7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2020 or 2019)

Optional Attachments

DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10 94-1294939
X

PVI Board of DirectorsJuly 1, 2022-June 30, 2023Jan BarkerPeninsula VolunteerBoard Member 2022-2025 Philanthropic [email protected](415) 710—0288Janice ConomosPeninsula VolunteerBoard Member 2022-2025Philanthropic [email protected](650) 323-1957Lisa DealFormer Chief Executive Office, Mission Hospice & Home CareBoard Member 2020-2023(San Mateo County)[email protected] Volunteer(650) 400-0217Linda DickinsonPeninsula VolunteerBoard MemberPhilanthropic [email protected](650) 996-1244Sandy FererPeninsula VolunteerVice President/President ElectPhilanthropic VolunteerBoard Member [email protected](801) 707-4089Sandy FerrandoPeninsula VolunteerBoard Member 2022-2025Philanthropic [email protected](650) 366-5463Jeanne FischerPeninsula VolunteerBoard Member2021-2024Philanthropic [email protected](650) 464-2346Mark FlegelPhilanthropic VolunteerBoard Member [email protected](650) 368-6939 DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10 Georgie GleimPeninsula VolunteerPresident 2022-2023Philanthropic VolunteerBoard Member [email protected](415) 279-2117Lata GoelPhilanthropic VolunteerBoard Member [email protected](650) 248-5559Deborah GordonPeninsula VolunteerBoard Member 2020-2023Philanthropic [email protected](650) 391-8623Honor HuntingtonPeninsula VolunteerTreasurerPhilanthropic VolunteerBoard Member [email protected](650) 465-5470Anna Marie JankyPeninsula VolunteerBoard Member 2022-2025Philanthropic [email protected](650) 968-5236Susan MartinPhilanthropic VolunteerBoard Member [email protected](650) 851-1000Peter OlsonCEO/Executive Director [email protected](408) 410-1474Louise PatchPeninsula VolunteerBoard Member 2021-2024Philanthropic [email protected](650) 281-5417Carolyn RiandaPeninsula VolunteerBoard Member 2022-2025Philanthropic [email protected](650) 400-8361 DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10 Carolyn SchutzPeninsula VolunteerBoard Member 2022-2025Philanthropic [email protected](650) 520-6626Candice SchwabPeninsula VolunteerBoard Member 2020-2023Philanthropic [email protected](650) 868-8319Susan SweeneyPeninsula [email protected] Philanthropic Volunteer(650) 787-4331Pat WilkinsonPeninsula [email protected] Volunteer(650) 851-2809 DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10 DocuSign Envelope ID: 1EA761AB-B96D-4352-B924-A27D67490F10

June 17, 2022
Town of Colma, City Manager’s Office

Report: Peninsula Volunteers, Inc. (PVI) Meals on Wheels Final Grant Report for Town of Colma
Grant of $5,000
Results and Evaluation
The Town of Colma grant of $5,000 supported the delivery of 3,486 meals to 15 Colma residents during the grant year. This is a slight decrease from the prior fiscal year where 3,587 meals to 20 served to Colma residents.

PVI Meals on Wheels is the largest provider of home delivered meals in San Mateo County, serving all cities and towns between Daly City and Menlo Park, including Colma. Home delivered meals promote quality of life and independence for older adults in our community by providing access to food and nutritional services and additional resources for seniors.

PVI Meals on Wheels has effectively served homebound seniors and adults with disabilities for over 45 years by providing the sustenance they need to remain healthy. Home delivered meals help to prevent more costly hospitalizations, further complications from chronic illnesses and falls. We provide lifesaving safety checks and make appropriate referrals to other needed services. Demand for service dramatically increased over the past years countywide due to the pandemic’s impact on seniors. The number of meals delivered are at record levels.

The primary goal of PVI Meals on Wheels is to keep homebound elderly, frail, and disabled adults healthy through proper nutritional support; thereby, allowing them to remain as independent as possible in their own homes and communities. PVI Meals on Wheels effectively addresses the problem stated above in several ways:
• Reduces risk for malnutrition by providing increased access to fruit, vegetables, protein, and dairy products –each home delivered meal consists of 3 servings of fruits and vegetables, one serving of dairy, at least 3 ounces of protein, and whole grain. 100% of clients received meals that met these nutritional standards. • Increases food security by providing daily meal delivery for those with inadequate income to purchase food – 38% of San Mateo County meal recipients have annual household incomes of less than $15,000 and 81% have incomes of less than 30% of AMI for San Mateo County. 98% report that the nutritional value of the foods they eat has improved since receiving home delivered meals from Meals on Wheels. 99% Of our clients say they feel more food secure as a result of the meal service. • Reduces isolation by providing wellness checks on all of our of meal recipients. 53% Of meal recipients live alone or with an elderly spouse and most suffer from illness, incapacity and other conditions affecting their independence. In Colma, the majority of our meal recipients live alone. The nutritional delivery staff/volunteer is often the only human contact for the meal recipient on delivery days. Additionally, we have a Wellness call program so we can check in with our clients and give them a chance to talk to someone, thus reducing isolation.

R.W. is an 85-year-old veteran who has been a Meals on Wheels client since the beginning of the Pandemic. R.W.'s inability to shop and cook for himself due to neuropathy and chronic arthritis in his hands and knees has made his lifestyle challenging. He states, "MOW (Meals on Wheels) is a life-saver! I rely heavily on MOW and look forward to the deliveries. I don't know what I'd do without the support." R.W. elaborates more on the meal deliveries and how important social interaction is to homebound seniors during this critical time.

Accounting of use of grant funds
$5,000 in grant funds supported raw food and supply costs for 3,486 home delivered meals.

Each meal costs us approximately $16 to plan, prepare, package and deliver. The Town of Colma grant contributed $1.43 per meal to Colma meal recipients. This helped pay for food and packing supplies. This fiscal year, our packaging supplies will be approximately $140,000 (compostable food trays) and our raw food cost will be over one Million Dollars.

The Town of Colma’s support has been even more vital this year, as the number of clients now requesting home delivered meals far exceeds resources. Most clients are on small, fixed incomes, and the average client donation is $1 per meal, while the actual cost of raw materials, preparing and delivering the meal is approximately $16 per meal. We are grateful to the Town of Colma for its financial support and helping our most vulnerable residents remain independent, allowing them to “age in place.”

Johannes Bols
Director of Nutrition Services, PVI Meals on Wheels
800 Middle Avenue
Menlo Park, CA 94025
650-430-4916

7/8/2022 Page 1 of 6

Non-Profit Funding Request Form
FY 2022-23

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: 032354C1-2261-4AED-AFAC-98D398072817 Renaissance Entrepreneurship Center
5,000
366 Grand Avenue, South San Francisco, CA 94080
64 Renaissance Entrepreneurship Center (Renaissance) transforms lives and communities through entrepreneurship. Our mission is to empower and increase the entrepreneurial capacities of socially and economically diverse women and men, and thereby strengthen our communities through the creation of sustainable new businesses, new jobs, and financial self-sufficiency.
6508294651

Amanda Anthony

[email protected]
X
32 5,511,168
7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 032354C1-2261-4AED-AFAC-98D398072817 With the support of the Town of Colma, Renaissance will deliver English- and Spanish- small business training and support services to empower low-income women and men with the skills, resources, and networks needed to achieve financial independence by launching, rebuilding and growing their own businesses including practical, intensive, hands-on training classes, trainings in technology, marketing and finance complement our classes by increasing business knowledge and networking opportunities.

Helping Colma residents to start, rebuild, maintain and grow their own businesses is critical for individuals, and families, and overall economic recovery. Although there are a few organizations (Peninsula Chinese Business Association, Daly City-Colma Chamber of Commerce) to support existing small businesses, there are no other organizations focusing on building the entrepreneurial capacity of low-income individuals to create financial independence through small business ownership.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 032354C1-2261-4AED-AFAC-98D398072817 N/A
Fifty percent of all small businesses fail within five years (U.S. Bureau of Labor Statistics); whereas 95% of clients who come to Renaissance in business, stay in business (Renaissance 2019 Entrepreneur Tracker Evaluation). Government support also enables Renaissance to attract additional funds from foundations and corporations.

Colma’s business landscape is unique due to its high number of cemeteries and its high proportion of auto dealerships. But there is great opportunity for entrants to the market around these industries and beyond, given the retail space available and the relatively strong transit accessibility.

The COVID Pandemic has challenged both new and established businesses. Renaissance has provided customized services to help sustain these businesses through this crisis.

They include: increasing access to EIDL, PPP and local grants and loans, providing new market opportunities through outdoor markets such as pop-up markets, helping businesses pivot their operations to meet customer and employee COVID safety requirements, launching and/or expanding e-commerce capabilities, and helping grow “side hustles” to help increase income continuity.

7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: 032354C1-2261-4AED-AFAC-98D398072817 N/A
In 2022, 2 Colma businesses received California Microbusiness Covid-19 Relief Grants, administered by Renaissance Entrepreneurship Center on behalf of the county of San Mateo.

All services would be provided at Renaissance’s Peninsula offices at the Economic Advancement Center at 366 Grand Ave, South San Francisco, open (currently virtually) Monday - Friday, 10:00 a.m. – 6:00 p.m, with evening hours for scheduled training classes, workshops, one-on-one consultations and special events. We have also committed to providing services in Daly City.

Most current outreach is related to informing residents and business owners about grants available for COVID-19 relief. We have gone door-to-door in Colma shopping centers and along El Camino Real to introduce grant opportunities.

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: 032354C1-2261-4AED-AFAC-98D398072817 2021-2022
South San Francisco - $467,000
South San Francisco CDBG - $12,500
Daly City CDBG - 0
County of San Mateo - $200,000
San Mateo County CDBG - $22,500
2022-2023
South San Francisco - $568,120
South San Francisco CDBG - $12,500
Daly City CDBG - $22,637
San Mateo County - 0
San Mateo County CDBG - $22,500 (requested)
N/A
7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2020 or 2019)

Optional Attachments

DocuSign Envelope ID: 032354C1-2261-4AED-AFAC-98D398072817 X

94-2793122

Board of Directors 2022
Board Chair*Craig Jacoby15 yearsPartnerCooley LLPSan Francisco, CA 94111 Vice Chair*Yasmin Eichmann Datta6 yearsIndependent ConsultantLos Altos, CA 94024 Treasurer*Sandor Straus25 yearsManaging MemberTigmera, LLCWalnut Creek, CA 94596 Secretary*Karly Wang6 yearsKey AdvisorBerkeley SkyDeckPiedmont, CA 94611 Dev/Gov Chair*Alison Davis7 yearsManaging PartnerFifth EraTiburon, CA 94920 Audit ChairEmily Rose Frederiksen6 yearsAssistant Directorof Project ManagementU.S. BancorpCommunity Development Corp.San Francisco, CA 94109 Meghan Butler3 yearsDirector, Corporate DevelopmentRecology, Inc.San Francisco, CA 94111 Munish Gandhi5 yearsCOO, Productiv Inc.Redwood City, CA 94065 Heidi Gibson**6 yearsSr Director of ProductTypeformCommander in CheeseThe American Grilled CheeseKitchenOakland, CA 94510 Neal Gottlieb**5 yearsCo-Founder and COOFrazierSausalito, CA 94965 Vishal Karir, CFA5 yearsChief Investment OfﬁcerHUDDLSan Ramon, CA 94582 Philip KoblisSenior Vice President6 yearsComerica BankSan Francisco, CA 94111 Duncan Logan1 yearClimax Ventures LLCManaging PartnerSanta Barbara, CA 93105 Rich McCline1 yearMcCline & AssociatesEntrepreneurial Leadership &Strategic Management ConsultingAlameda, CA Goro Mitchell**New board member as ofFebruary 2022OwnerMitchell’s Environmental LLCEast Palo Alto, CA 94303 *Denotes Executive Committeemember
**Denotes Renaissance graduate
DocuSign Envelope ID: 032354C1-2261-4AED-AFAC-98D398072817 2022 (Draft) Budget Org - Wide Budget
INCOME
Corporate Contribution $850,000.00
Foundation Contribution $700,000.00
Individual Contribution $80,000.00
Contributions Total $1,630,000.00
Release from Time Restriction
Satisfied $600,000.00
Annual Event $350,000.00
Government
Federal Grants $1,800,000.00
State Grants $265,000.00
Local Grants $420,000.00
Government Total $2,485,000.00
Earned Income
Tenancy $302,000.00
Program Service Fees $20,000.00
Fee for Service $400.00
Earned Income Total $322,400.00
Other Income
Miscellaneous Revenue $100.00
Other Income Total $100.00
Total Revenue $5,387,600.00

EXPENSES
Personnel
Staff Wages & Salaries $2,850,000.00
Interns/Temp Support $20,000.00
Benefits $684,000.00
Personnel Total $3,554,000.00
Professional Services
Consultants & Instructors $740,000.00
Other Professional Services $120,000.00
DocuSign Envelope ID: 032354C1-2261-4AED-AFAC-98D398072817 Professional Services Total $860,000.00
Office Expenses
Office Expenses Total $10,000.00
Facilities & Occupancy
Facilities & Occupancy Total$534,450.00
Equipment
Equipment Total $20,000.00
Travel & Meetings
Travel & Meetings Total $2,400.00
Annual Event Expense $45,000.00
Program Expenses (incl. Awards &
Grants)
Program Expenses Total $120,000.00
Depreciation $145,000.00
Total Expense $5,290,850.00
Surplus/Deficit $96,750.00
DocuSign Envelope ID: 032354C1-2261-4AED-AFAC-98D398072817

7/8/2022 Page 1 of 6

Non-Profit Funding Request Form
FY 2022-23

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: A54305D5-1F12-4DCE-9C13-EE08FFD1C15C X
clarrissa@bikesiliconvalle
y.org
PO Box 1927, San José, CA 95109

Clarrissa Cabansagan

72.5 16

5,000

To build healthier and more just communities by making bicycling safe and accessible for everyone.
(415) 987-8984
Silicon Valley Bicycle Coalition
$1,847,104
7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: A54305D5-1F12-4DCE-9C13-EE08FFD1C15C We are requesting funding because we believe participating in BTWD and encouraging bicycle commuting is a way for the Town of Colma to improve neighborhood quality of life, reduce greenhouse emissions and promote the use of public transit. Funding will go towards running a successful BTWD program during the month of May and continue to strengthen bicycle infrastructure and culture throughout the region.

Bike Month in May and Bike to Work/Wherever Days (BTWD) on May 18-20, 2023 are part of a national effort to encourage bicyclists to bike to work, parks, schools, libraries, and shops (in conjunction with public transit) with goals of reducing carbon emissions, improving local air quality, and improving community health.

Locally, Silicon Valley Bicycle Coalition (SVBC) coordinates and oversees a variety of activities in this effort to increase active transportation. Funds received from Colma would go toward:

Bicycling 101 Workshops to educate the general public about using your bicycle to commute or replace car trips, including bicycling safety, overcoming barriers to riding, and using bicycles in conjunction with public transportation like BART and SamTrans.

Outreach to Colma-based companies and organizations to help promote employee bicycle commuting and a local partner for hosting a Energizer Station during Bike to Wherever Days.

This is possible with cooperation and collaboration with the city or other local groups to help communicate the details of the Bicycling 101 Workshops and Bike Month activities to the local Colma community.

The program works to encourage bicycling because it is fun, creates a sense of community, and normalizes bicycling. People realize that they don’t have to be an elite athlete, wear special clothing, or have an expensive bike to be a bike commuter. Making the bicycle a part of everyday life is a key focus of all our work.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: A54305D5-1F12-4DCE-9C13-EE08FFD1C15C Bike to Wherever Day (BTWD) & Bike Month --BTWD is our signature event designed to encourage folks to give bicycling anywhere a try. A positive experience on BTWD inspires new cyclists to continue the habit year-round. In 2023 we’ll continue to also pedal to parks, shops, libraries, and other destinations during the month to further spread bicycling love and awareness. Typical participation: 40,000 people per year.

BTWD is a free and fun event that gives people of diverse backgrounds, ages, and ability levels the opportunity to experience and engage with Colma in a new and more meaningful way from the slower-paced saddle of their bike. People who travel by bike gain a greater understanding of community assets and an appreciation for the many resources the city has to offer.

BTWD builds community by bringing together citizens, businesses, government offices, and other entities to celebrate alternative modes of transportation that improve quality of life by reducing traffic congestion and greenhouse emissions while increasing physical and emotional health.

Marketing Opportunity: BTWD offers sponsors the opportunity to have their logos on bags, t-shirts, bike jerseys, posters, and other items distributed to cyclists and the general public. Sponsors are also gratefully acknowledged on our website, in emails, in press releases, and via social media channels.

N/A
7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: A54305D5-1F12-4DCE-9C13-EE08FFD1C15C N/A
A. SVBC began expanding the reach of their work to San Mateo County. In 2022 the Town of Colma hosted one energizer station at the Town Hall, and we had one resident officially register to pledge to ride. In 2023 we’ll continue to reach out to all the residents of the Town of Colma to increase registered participation.

B. SVBC will work with the City of Colma to identify high pedestrian and bike traffic to host an energizer station for the residents.

C. BTWD marketing campaigns prior to and during the month of May. Promotional materials will be shared on social media, websites, press releases, and newsletters to corporations and the general public.

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: A54305D5-1F12-4DCE-9C13-EE08FFD1C15C As we pivoted to Bike to Wherever Day(s) and the pandemic we continue to see a shift and variation on folks going to work and those with hybrid schedules. Marketing funding and focus was moved towards digital advertising.

City of San Jose 5k
City of Cupertino 2.8k
Town of Los Gatos 2.8
City of Mountain View 2.8k
City of Sunnyvale 2k
We expect all the cities mentioned above to come back in 2023. 7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2020 or 2019)

Optional Attachments

DocuSign Envelope ID: A54305D5-1F12-4DCE-9C13-EE08FFD1C15C X

77-0338658
Silicon Valley Bicycle Coalition155 S. 11th StreetSan Jose, CA 95112 SVBC Board of Directors 2022

1. Amie Ashton (Chair of the Board) - 5 years2. Gary Brustin - 20 years3. Melissa Cerezo - 2 years4. Katie DeLeuw - 2 years5. Jennifer Fierman - 0 years6. Poncho Guevara - 5 years7. Andrew Hsu - 3 years8. James Lucas - 9 years9. Josh Mello - 3 years10.Jim Parker (Vice Chair) - 14 years11.Alyssa Plicka (Treasurer) - 12 years12.Christina Salvatier (Secretary) - 2 years DocuSign Envelope ID: A54305D5-1F12-4DCE-9C13-EE08FFD1C15C Revenue
Actuals
Apr 2021-
Mar 2022
TOTAL

PROPOSED
FY23 BUDGET
Board Donations 8,703 8,875 Bequests 250 - Other Individual Giving 263,841 276,340 Foundation & Corporate Contributions 350,164 110,000 Employer Matching Contributions 49,955 33,420 Public Contract 220,467 587,665
Contract Income 113,652 36,000
Program Administration Revenue/Expense 24,602 28,200 Miscellaneous Income 209,023 - Taxable Sales 12,520 - Jerseys Sales 5,422 - Special Event Sponsorships 355,350 451,000 Special Events Tickets Sales 22,331 22,331 TOTAL REVENUES 1,636,279 1,553,832
Silicon Valley Bicycle Coalition FY22-23 Budget Core (No FSP) DocuSign Envelope ID: A54305D5-1F12-4DCE-9C13-EE08FFD1C15C Expenses
Actuals
Apr 2021-
Mar 2022
TOTAL

PROPOSED
FY23 BUDGET
Salaries 883,409 1,339,540
Payroll Taxes 72,893 113,861
Health Insurance 41,845 62,724 401k Match 6,149 11,748
Worker's Comp Insurance 3,406 5,666 Staff Development & Training 6,843 9,000 Payroll Processing Fee 7,176 7,740 Accounting Fees 15,885 16,712
Legal Fees 0 2,000
Marketing & Publicity 4,962 5,000
Info Systems & Tech Consultants 8,534 29,400 Professional Fees- Other 20,000 37,000
Independent Contractors/Program Consultants 5,460 81,500 Special Event Venue 16,873 6,000
Special Event Food & Nonalcoholic 1,181 9,200 Special Event Alcohol 282 500
Special Event Equipment 941 2,000
Special Event Misc. Supplies 8,012 150
Occupancy- Rent 32,847 -
Bank Fees- Other 7,952 7,538
Dues & subscriptions 1,960 2,548
Utilities 1,597 6,000
Food/Business Meals 1,114 2,290
General Liability Insurance 5,516 7,800
Licenses & Fees 714 726
Maintenance & Repairs 397 4,992
Office Equipment & Furniture- Other 1,199 3,600 Outreach Materials 15,364 27,622
Postage & Shipping 1,595 2,826
Printing & Copying 6,476 10,000
Office Supplies 1,407 1,800
Telecommunications 5,770 5,500
Transportation 1,927 3,565
Volunteer Expenses 1,029 8,690
Web and email services 9,562 9,041
Miscellaneous Expenses 27,266 481
Program Supplies- Non Food 2,820 1,344
Interest Charges 0 -
Interest & Dividend Income 667 1,000
Realized Gains (Losses) -
Unrealized Gains (Losses) -54 -
Bad Debt Expense 2500 -
TOTAL EXPENSES 1,233,476 1,847,104
NET OPERATING SURPLUS (LOSS) 402,803 (293,272)
DocuSign Envelope ID: A54305D5-1F12-4DCE-9C13-EE08FFD1C15C

7/8/2022 Page 1 of 6

Non-Profit Funding Request Form
FY 2022-23

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF [email protected]
7,500
6505899305
17 Keri Kirby
77%

1,164,702

X
306 Spruce Ave, First Floor, South San Francisco, CA 94080 X
Sitike Counseling Center
Sitike's mission is to provide community-based counseling and education in a safe and healing environment that embraces the cultural and emotional needs of every client and to help people find hope, resiliency and life-affirming change.

7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF Sitike Counseling Center (Sitike) opened its doors in 1988 – born of a passionate commitment to offer hope and healing to people whose lives are affected by addiction and mental illness. The name of the agency, “Sitike,” is an Apache meaning a group of non-related people who come to the aid of a person in crisis. We understand that it is the expectation - not the exception - that our consumers will have complex/multiple challenges and that any successful initiative to address individuals with complex needs must be grounded in hope, resilience, wellness and respect for the role of culture in the health and healing of individuals, families and communities.

Each of our programs support adults challenged by trauma, co-occurring mental health and substance abuse disorders and/or other debilitating situations. Though counseling and education, our programs aim to: Offer evidence-based, safe and affordable treatments with demonstrated results; Address the needs of the whole person, including relational, educational, social, legal, and vocational needs; Support clients in establishing and maintaining their sobriety; Reduce the frequency and severity of mental health symptoms; Interrupt the cycle of violence and end intimate partner abuse; Educate clients about addiction, triggers, relapse cycles, sponsors, and the development of support networks; Provide education to family members and loved ones, so they can health themselves and support their family member in recovery; Provide direct teaching of coping skills and assisting clients in increasing self-awareness; Support clients in improving overall wellness and quality of life.

These funds will be used to offer reduced cost or no cost services to those without the ability to pay. We believe that services should be available to all, regardless of an individual's financial status.

This funding allows Sitike to maintain a sliding-scale model that ensures equal access to treatment and services for the unemployed, the underemployed, the unhoused members of our community, and other vulnerable populations. Our hope is to create a people-centered solution that provides a universal gateway to our services for those that need it most.

The need for mental health and substance abuse services has never been grater. 4 in 10 adults current report symptoms of anxiety and depression, up from one in ten in 2019. Many adults are reporting specific negative impacts on their mental health and well-being, such as difficulty sleeping (36%) or eating (32%), increases in alcohol consumption or substance use (12%), and worsening chronic health conditions (12%) (KFF Health Tracking Poll). The increase in mental health and substance use is even grater in our most vulnerable populations, including communities of color, LGBTQ+, seniors, etc.

Many of the clients Sitike serves have co-occurring mental health and substance use disorders. To recover fully, these individuals need treatment for both problems. The effects of co-occurring disorders are cumulative, significantly contributing to costly social and public health problems including: teenage pregnancy, human immunodeficiency virus, other sexually transmitted diseases, domestic violence, child abuse, motor vehicle crashing, physical fights, crime, homicide, and suicide. Though community-based interventions, Sitike strives to reduce the negative impacts of the most common mental health and substance use disorders on our local community.

Sitike's programs make it possible for clients to get affordable, quality care.

Through intervention in a timely manner, our services help lower long term health costs, free up other limited community resources, and safe lives.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF Substance use and acute mental illness directly affect millions of Americans every year, causing motor vehicle crashes, crimes, injuries, reduced quality of life, impaired health, and far too many deaths.

Through public partnerships and by embedding our programs and services into the larger community we can reduce the burden on the larger health care and governmental system while also increasing access to care, improving the quality of services provided, and saving lives. Additional benefits to the Town of Colma include a reduction of substance use, intimate partner violence, and calls to emergency services (Fire, Police, Child Protection Services, etc.) in the general population.

Sitike can also provide confidential services to Town of Colma employees through EAP benefits/private pay sliding-scale services.

This year's request includes an additional $1,000.00. We are seeking additional funds to assist with managing the influx of referrals for low-income clients and to assist with the rising cost of doing business. The Consumer Price Index indicates that prices are up 1.7% over the past two months, and 6.8% from a year ago.

7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF During last year's grant period, Sitike served 9 residents from the Town of Colma.

Sitike is currently offering a hybrid of in-person and telehealth services to best meet the community need. We also sponsored an annual Real Talk Speaker Series focused on increasing awareness regarding mental health and substance use disorders. The series is free and open to the public. Former topics included: Crush the Stigma, Mental Health Equity, and Cultivating Resilience.

Each September, Sitike co-sponsors several events in honor of "Recovery Happens" month with Voices of Recovery, San Mateo Chapter. These events are free and open to the public.

We are also willing and able to provide Lunch & Learn meetings with Town of Colma employees to help educate community members about our services and how to make a referral to our programs.

Our services are are provided county-wide and are listed in all directories. We have a following on social media (LinkedIn, Facebook, Instagram) and offer a quarterly newsletter in an effort to increase our visibility and accessibility in the community.

With the support from the Town of Colma, we have been able to continue helping low-income, vulnerable communities affected by addiction, mental health, and intimate partner violence. Our services provide a critical safety-net for those most vulnerable among us and because of the support of the Town of Colma, we are able to offer technology devices and data plans, sliding-scale fees, and scholarships for clients to support those who are unable to pay out-of-pocket or those who are affected by the digital divide.

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF COVID-19 continues to impact all operational decisions the agency makes. During the grant cycle, San Mateo County Health issued a health alert to clinical and social service program providers about the mental health toll COVID-19 is taking on the community. Clinicians and health care programs (including Sitike) report a substantial increase in youth and adults with significant mental health issues and more cases of substance abuse, which mirrors national data form the Centers for Disease Control and Prevention (CDC).

We have to strongly consider the increased prevalence of mental health conditions, substance use, and toxic stress in planning our service delivery. As the community need has grown, we have increased our service offering and added a full FTE to account for the need for services.

In addition to maintaining our sliding-scale fees during the grant period, we were able to leverage grant funds to offer technology devices and data plans to clients to ensure their ability to participate in telehealth services.

While we work diligently with other community partners to stop the spread of the new Omicron variant(s), our services remain critical to supporting our local communities recovery.

Requested and received in FY21-22:
1) $15,000 from California Small Business COVID-19 Relief Grant 2) $6,039.65 from Mental Health Services Act (MHSA)
3) $10,000 from Genentech
4) $5,000 from Sares Regis Foundation
Anticipated in FY22-23:
1) $4,500 from MHSA
2) $5,000 from Sares Regis
3) $10,000 from Genentech
4) $7,500 from Town of Colma
7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2020 or 2019)

Optional Attachments

DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF

94-3065810
X

SITIKECOUNSELING CENTER
Our mission is to provide community-based counseling and education in a safe and healing environment that embraces the cultural and emotional needs of every client and to help people find hope, resiliency and life-affirming change.

Evidence Based Treatment Supportive Environment
Since 1988, our
counselors have provided
an array of evidence-
based, research-
supported interventions.

Our agency is a true place
of hope and healing
where you will be
respected and supported
like a member of your own
family.

For over three decades,
we have proudly and
passionately helped
thousands of individuals
recover and heal.

Si·ti·ke n. [apache] a group of non-blood kin who are present in a time of crisis Successful Outcomes
306 Spruce Avenue, South San Francisco, CA 94080
DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF

OUR PROGRAMS
This 16-week program focuses on stress
management, appropriate expression of anger,
coping and communication skill development.

Anger Management
Domestic Violence
This 52-week program teaches non-violent
behavior, healthy communication, and
accountability.

Discover Recovery
This three- to 12-month outpatient program serves
adults with substance use, and co-occurring mental
health/substance use disorders. Services include
assessment, individualized treatment plans,
individual and group counseling and drug and
alcohol testing.

Women's Intensive Outpatient Program
This three- to nine-month gender specific program
supports pregnant and/or parenting women who
are chemically dependent and have often
experienced trauma. Participants attend the
program four hours a day, three to five days per
week.

First Offender DUI Program
Sitike's DUI programs comply with local court, state
system, and DMV mandates. Services include
individual and group counseling and education.

Adolescent Drug Education Program
We offer a three of four-hour program to promote an
understanding of the continuum of drug and
alcohol abuse, impulse management, acquisition of
refusal skills and a balanced and informed decision
making process.

Drug & Alcohol Testing
We offer Drug & Alcohol Testing services for:

Deferred Entry of Judgment, Proposition 36, Drug
Court and Child Protective Services clients.

All services are available in English and
Spanish.

WHAT OUR

CLIENTS SAY
"I was very scared about being
judged and that did not happen. I
was scared about being treated
badly and that did not happen. I
expected to not be understood and
that did not happen. What
happened is that I got my life and
my family back." - George, Pacifica
"I'm a recovering addict. A miracle of
Sitike. Recovery gave me myself
back...gave me integrity, dignity and
courage...taught me how to be a
mother, a woman, a friend...and how
to live life clean and sober, one day at
a time." - Lisa, San Mateo County
Resident
[email protected] · (650)589-9305
www.sitike.org
DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF

REVISED 5.12.22
Sitike Board of Directors
Name Contact Information Occupation Board
Position Committee Assignment Hrs / Month
Rod Walton
3425 25th Ave West #H423
Seattle WA 98199
(646) 472-9552
[email protected]
Senior Implementation
Specialist, Education Technology President Executive Committee, Advancement Committee 5
Anil Awasti
1719 39th Ave
San Francisco, CA 94122
(415) 846-7129
[email protected]
Chief Human Resources Officer,
Global Fund for Women
Vice
President Executive Committee 5
Elizabeth Fricke
3960 Chatham Court
South San Francisco, CA 94080
(650) -784-9003
[email protected]
Self-Employed, CPA Treasurer Finance Committee 3
Peggy Wong
111 Rimmon Road
Woodbridge, CT 06525
(909) 238-8668
[email protected]
Graduate Student, Yale School
of Nursing Secretary Finance Committee 3
Barbara Irli
556 Park Way
South San Francisco, CA 94080
(650) 588-0661
[email protected]
Retired Member Advancement Committee 5
Kristin Ditlevsen
500 Linden Ave
South San Francisco, CA 94080
(650) 888-0067
[email protected]
Senior Vice President,
Director of Business
Development, Liberty Bank
Member Finance Committee 4

DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF FY22-23 Budget
Agency
Total

SMC-ODS
Overall Anger Mgmt DV DEJ FOP CPS Private Fund Admin
Salaries 711,221 397,078 4,975 27,521 6,610 229,363 11,074 4,642 14,850 15,108 Health Benefits 94,500 46,925 588 5,482 915 26,101 1,317 510 1,380 11,282 Payroll Tax 60,493 31,962 401 2,215 532 18,462 891 374 1,195 4,461 Workers Comp 5,637 2,978 37 206 50 1,720 83 35 111 417
Total Personnel 871,851 478,943 6,001 35,424 8,107 275,646 13,365 5,561 17,536 31,268

BUILDING
Rent--306 Spruce 74,585 41,021 1,491 3,729 1,491 23,121 2,237 372 372 751 Rent-Parking & Meetings 4,800 2,640 96 240 96 1,488 144 24 24 48 Utilities 500 285 10 25 10 155 10 2 2 1
Website 1,200 690 24 60 24 372 12 6 12 0
Maintenance 7,000 3,500 140 350 140 2,730 70 70 0 0
OFFICE
Postage 1,000 410 10 50 20 400 20 10 75 5
Equipment Purchase 2,000 1,000 20 100 40 740 40 20 20 20 Printing & Photocopying 5,000 2,400 50 250 100 1,850 150 50 100 50 Telephone 10,000 5,000 100 500 200 3,700 200 100 100 100

PROGRAM
Supplies 20,000 11,000 100 400 400 7,000 600 100 200 200 Food 3,000 3,000 0 0 0 0 0 0 0 0
Medical Doctor 21,000 21,000 0 0 0 0 0 0 0 0
Drug Testing other 8,000 4,400 0 0 1,200 0 0 2,400 0 0
Drug test contracts 11,666 0 0 0 0 0 11,666 0 0 0
0 0 0 0 0 0 0 0 0 0

TRANSPORTATION
Mileage reimbursement 1,000 890 30 30 0 50 0 0 0 0
Client transportation 0 0 0 0 0 0 0 0 0 0

ADMINISTRATIVE
Accounting/audit 20,000 11,000 100 800 200 6,800 400 200 400 100 Contractors: Counseling 0 0 0 0 0 0 0 0 0 0
Contractors: Admin 0 0 0 0 0 0 0 0 0 0
Legal 1,000 480 0 40 10 470 0 0 0 0
Board Expense 1,000 350 5 30 10 180 5 5 150 265
Staff Recognition 5,000 500 150 150 150 3,500 150 150 0 250 State License 2,000 1,680 20 20 40 200 40 0 0 0
License & fees 20,000 7,000 400 2,000 600 8,000 400 400 0 1,200 Staff Training 3,000 2,550 30 60 60 240 30 30 0 0
PR Expense 0 0 0 0 0 0 0 0 0 0
Monitoring Fee--County 28,130 0 0 0 690 27,440 0 0 0 0
Insurance 15,000 7,650 300 900 300 5,100 300 150 0 300
Monitoring Fee--State 6,150 0 0 0 0 6,150 0 0 0 0
Total Operating 272,031 128,446 3,076 9,734 5,781 99,686 16,474 4,089 1,455 3,290 Total Expense 1,143,882 607,389 9,077 45,158 13,888 375,332 29,839 9,650 18,991 34,558 Contracts BHRS 605,502 605,502 0 0 0 0 0 0 0 0
Contracts Other 32,200 0 0 0 0 0 32,200 0 0 0
Client Fees 495,000 0 10,000 60,000 15,000 400,000 0 10,000 0 0 Fundraising 25,000 0 0 0 0 0 0 0 25,000 0
Misc Income 7,000 0 0 0 0 0 0 0 0 7,000
Reserve
Total Income 1,164,702 605,502 10,000 60,000 15,000 400,000 32,200 10,000 25,000 7,000 SURPLUS/DEFICIT 20,820 -1,887 923 14,842 1,112 24,668 2,361 350 6,009 -27,558 DocuSign Envelope ID: 62BC8E90-2817-46F1-B594-5A67CF9C81DF

306 Spruce Avenue, South San Francisco, CA 94080
(650) 589-9305 • Fax: (650) 589-9330 • Email: [email protected] • Website: www.sitike.org Si·ti·ke n. [apache] a group of non-blood kin who are present in a time of crisis

Town of Colma – Grant Report FY21-22
Results of the Program: Across the nation researchers have observed increases in substance use and drug overdoses since the COVID-19 pandemic was declared a national emergency in March 2020. Factors related to the pandemic – such as social isolation and stress, people using drugs alone, an overall increase in rates of drug use, and decreased access to substance use treatment, harm reduction services and emergency services has exacerbated these trends. On top of other risks arising with substance misuse, those with substance use disorders are both more likely to develop COVID-19 and experience worse COVID-19 outcomes, including higher risk of hospitalization and mortality.

Hundreds of Bay Area residents have lost jobs and health insurance, are facing major economic devastation and are disconnected from resources and support systems. During this time of incredible need, Sitike was able to offer flexible services that meet community members where they are. The funding was used to help reduce financial barriers to treatment access while ensuring that members are able to engage in services that support their overall well-being, health, and recovery. With the funds provided by the Town of Colma, we are able to provide sliding-scale fees to clients based on their income, thus easing the financial burden placed on families and helping them heal, recover, and thrive.

In addition to individual client gains, our programs and services also have a positive, secondary effect on the community at large. Sitike’s programs are designed to impact individuals, families, and communities. The effects of mental health, substance abuse, and domestic violence are cumulative. By providing clients the appropriate level of care and focus our efforts on supporting those motivated for treatment, we are able to reduce strain on the City’s operations by tacking problems like: virus transmission, crime rates, job vacancy, motor vehicle crashes, child abuse, reducing substance use, domestic abuse, mental health crisis and the need for emergency services (i.e. paramedics, fire, police, etc.), thus reducing strains on the City’s operations.

Program Evaluation: This year, we are pleased to report that:
• Sitike served a total of 692 clients with mental health, substance abuse, and violence prevention needs.
• 100% of clients that requested services in their primary and preferred language (Spanish) were referred to one of Sitike’s bi-lingual counselors, reducing barriers to treatment engagement. Sitike also provided services in Tagalog for the first time.

Sitike Counseling Center

Addiction, Mental Health and Violence
Prevention Programs

• 100% of clients that needed technology support (devices, internet, data plans, etc.) received the necessary supports to support their participation in treatment and reduce barriers to treatment engagement.
• 100% of clients who requested sliding-scale payments and were able to provide proof of income were provided financial assistance to reduce barriers to treatment engagement.

The Town of Colma grant was used to supplement the actual cost of providing services to our clients. This funding allowed Sitike to maintain a sliding-scale payment model that ensures treatment access for the unemployed/underemployed and the unhoused members of our community. The grant funds were expended as follows: Personnel: $6,249.00 and Rent:
$252.00.

7/8/2022 Page 1 of 6

Non-Profit Funding Request Form
FY 2022-23

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: BA0A6229-270E-4DA9-88A6-928CD442B736

12 3,550,000
7 San Mateo County Community Colleges Foundation (for Skyline College) (650) 574-6229
X
5,000
[email protected]

We provide the philanthropic support that helps San Mateo County Community College District students take full advantage of the programs and services at the three colleges of the San Mateo County Community College District: Cañada College, College of San Mateo, and Skyline College.

3401 CSM Drive, San Mateo, CA 94402
Cherie Colin
7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: BA0A6229-270E-4DA9-88A6-928CD442B736 The funding will support a new effort to bring Skyline College to the people through a public/private partnership with community partners engaged in nonprofit services and education who collaborate to offer "Community Nights" in the evenings at a school in Daly City. There are 5 components to the concept

1. A warm meal

2. childcare

3. tutors for school-aged children

4. educational opportunities for parents, grandparents, and other family members

5. public services
We will collaborate with our SparkPoint Center, Early Childhood Education, Adult Education, Skyline College instructional programs, K-12 partners and provide nonprofits (mental health support, etc.) to experience enrichment for the whole family. The educational components could include ESL classes, dance, music, short-term bilingual career training, and more!
The "Community Nights" concept is new and we will need funding to provide custodial services, an on-site administrator, food, and possibly security. Skyline College is committed to covering the cost of these items for the pilot, however, we are seeking funding to offset the costs. The rest of the services will be provided by forming partnerships with community organizations.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: BA0A6229-270E-4DA9-88A6-928CD442B736 I believe the amount requested is the same request as last year, however this year we are asking for your support for a new initiative, "Community Nights".

Town of Colma residents will have easy access to the cadre of services and educational offerings provided as part of community nights as it will take place in neighboring Daly City. Currently, our data shows that the northernmost part of San Mateo County in Daly City and its surrounding areas are underserved by the college.

7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: BA0A6229-270E-4DA9-88A6-928CD442B736 A. In the 2021-2022 academic year, 19.5% of students list Colma/Daly City as their residence.

B. The Community Nights concept will be held in a school in Daly City.

C. Skyline College does extensive outreach and community engagement by outreaching to High Schools, participating in community events, and advertising on the public transportation system and online. Skyline College uses social media to connect with residents in the region.

The 2021-2022 contribution was used to support the President's Innovation Fund grant projects as well as the Promise Scholars Program.

The President's Innovation Fund grants are projects that are innovative, new, and fall outside the traditional college budget. It provided seed money to use to test out these new initiatives. Here is a list of the projects funded https://skylinecolle ge.edu/presidentsoffice/assets/documents/pifawards/20-21%20PIF%20Award%20Summaries.pd f
The Promise Scholars Program is a college completion program offering scholarships to first-time, full-time students for two to three years. The program has increased persistence and graduation rates significantly compared to students outside the program.

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: BA0A6229-270E-4DA9-88A6-928CD442B736 None, unfortunately.

No, we gave away the same number of scholarships and funded PIF projects at the college through the pandemic.

7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status

Optional Attachments

DocuSign Envelope ID: BA0A6229-270E-4DA9-88A6-928CD442B736

94-6133905
X

Board of Directors Contact List
Katie Bliss, California Higher Education Coordinator, Youth Law Center [email protected] |650.740.7405
André Cuerington (Secretary), Managing Director, Client Strategy Group, Makena Capital Management LLC [email protected] | 917.208.8560
Maurice Goodman, Trustee, San Mateo County Community College District (SMCCCD) [email protected] | 650.834.5747
Patricia Griffin, Retired, College of San Mateo
[email protected] |650.375.8673
Ken Oliver, Director of Business Development, CROP Organization [email protected] | 510.789.7180
Larry Owens, Retired, Head Football Coach, College of San Mateo [email protected] | 650.224.4631
John Pimentel, Trustee, SMCCCD
[email protected] | 650.269.8933
Michal F. Settles, Retired Human Resources
[email protected] | 650.712.4481
Patricia Siguenza (Chair), Vice President of BioAnalytical Sciences, Genentech [email protected] | 650.430.1857
Bernata Slater (Treasurer), Chief Financial Officer, SMCCCD [email protected] | 650.358.6795

Ex-Officio
Michael Claire, Chancellor, SMCCCD
[email protected] | 650.995.4592
Kim Lopez, President, Cañada College
[email protected] | 650.306.3456
Dr. Jennifer Taylor-Mendoza, President, College of San
Mateo [email protected] | 909.292.3736
Melissa Moreno, President, Skyline College
[email protected] | 805.455.3099

Emeritus
John Hamilton, Principal, Embarcadero Capital Partners LLC [email protected] | 650.867.6700
DocuSign Envelope ID: BA0A6229-270E-4DA9-88A6-928CD442B736 San Mateo County Community Colleges Foundation
Fiscal 2022-23
Operations Budget
Temporarily Permanently 2022-23
Unrestricted Restricted Restricted Foundation
Foundation Scholarship and Scholarship and Budgeted
Operations Program Total Program Total Totals
Support and Revenue
Total Contributions 250,000$ 1,300,000$ 350,000$ 1,900,000$ Annual Campaign 300,000 150,000 450,000 Golf Tournament 250,000 250,000
Management Fee 1.5% on Endowed Funds 300,000 (300,000) - Total Support and Revenue 1,100,000 1,150,000 350,000 2,600,000 In Kind Support
In-Kind Salaries & Benefits Support from the District 880,000 - - 880,000 In-Kind Donated Facilities 12,000 - - 12,000 Total In Kind Support 892,000 - - 892,000 Investment Income
Interest - - - - Dividends - - - - Unrealized Gains 830,000 - - 830,000 Total Investment Income 830,000 - - 830,000 Total Support, Revenue and Investment Income 2,822,000 1,150,000 350,000 4,322,000 Expenses
Scholarships 1,300,000 1,300,000
Programs (Including Promise) 580,000 580,000 Annual Audit & Tax Returns 18,000 18,000 Consultants/Legal 80,000 80,000
Salaries & Benefits 500,000 500,000
IT Maintenance & Database 24,000 24,000 Portfolio Manager Fee 70,000 70,000 Membership Dues 5,000 5,000
Office Supplies 3,500 3,500
Postage 3,000 3,000
Printing 15,000 15,000
Travel, Meetings & Training 40,000 40,000 Development 200,000 225,000
Alumni & Donor Relations Events 25,000
Communications & Marketing 3,000 3,000 Bank Fees 16,500 16,500
Cost Of In-Kind Salaries & Benefits Support from the District 880,000 880,000 Cost Of In-Kind Donated Facilities 12,000 12,000 Total Expenses 1,895,000 1,880,000 3,775,000 Change in Net Assets 927,000 (730,000) 350,000 547,000 Net Asset Balances as of July 1, 2022 (Projected) -28,596,871 16,178,091 (12,418,780) Net Asset Balances as of June 30, 2023 (Projected) (29,792,021) 15,448,091 350,000 (11,871,780) DocuSign Envelope ID: BA0A6229-270E-4DA9-88A6-928CD442B736

FIRST GENERATION STATUS

72.6%
First
Generation
Not First
Generation
Unreported
??%
0 10
20 30
40 50
60 70
80 67%
27% 6%

ETHNICITY
FALL 2018 COHORT 3-YEAR GRADUATION RATE
0 5 10 15 20 25 30 35 40

PROMISE SCHOLAR METRICS
The Promise Scholars Program provides financial, academic and personalized student services including dedicated counseling and transportation assistance for students who enroll at Skyline College full-time to earn a certificate or degree. The program is based on the ASAP model developed by the City University of New York which has doubled graduation rates.
• With the support of the Town of Colma, the broader community, and San Mateo County, 950 new and continuing students will begin the Fall 2022 academic year as Promise Scholars. • A pilot of the Promise Scholars Program began in Fall 2016 with 139 participating students and Fall 2017 with 253 students.
• In Fall 2018, Skyline College supported 507 scholars through the Promise Scholars Program by launching a full replication of the City University of New York’s (CUNY) Accelerated Studies in Associate Programs (ASAP) model, an extensively evaluated support program proven to double graduation rates for participating students. The program welcomed 750 students in Fall of 2019.
• Persistence rates and graduation rates for the pilot cohorts exceed those of the comparison group. Graduation rates for the Fall 2018 ASAP replication cohort demonstrate a more than doubling of Skyline college’s historical two-year graduation rate, and persistence rates for the Fall 2018 and Fall 2019 cohorts are significantly higher than comparison students.

Report to the Town of Colma on
The Promise Scholars Program &
The President’s Innovation Fund
July 2022
Approximately 90%

CALIFORNIA COLLEGE

PROMISE GRANT (CCPG)
of Promise scholars
are eligible for the

CALIFORNIA COLLEGE

PROMISE GRANT (CCPG)
82%

FEEDER HIGH SCHOOLS

HIGH SCHOOL DISTRICT PERCENTAGE
South San Francisco Unified School District 35%
Jefferson Union High School District 37%
San Mateo Union High School District 15%
Hispanic
45%
Filipino
23%
Multi-Races
9%
Asian
10%
White
10%
Black
2%
Pacific Islander
1%

3.9%
Certificates
Historical degree earners
(Fall 2016 Cohort)
Promise Scholars Program
(Fall 2018 Cohort)
The Fall 2018 PSP cohort served 507 students, 30% of whom completed their educational goal of earning a degree or successfully transferring within 2 years. Of these students, 19% earned an Associate degree - significantly higher than the historical two-year degree completion rate of 4.5%. Comparison group: first-time, full-time students who started college in Fall 2016, prior to the launch of the Promise Scholars Program. skylinecollege.edu/promise

39.3% Degree

15.3% Degree 5.8%
Certificates
PRESIDENT’S INNOVATION FUND PROJECTS
In addition to scholarships, the grant from the Town of Colma has allowed for matching funds for President’s Innovation Fund (PIF) projects. The PIF is an initiative designed to support creativity, encouraging faculty, staff and administrators to “dream out loud.” Projects funded for the 2022-2023 academic year include the following (please note that projects that were unable to spend their grants due to complications from Covid-19 were allowed to roll over their grant dollars to the 2022-2023 academic year). • A Collaborative Innovation Center
• Access to Success for Foster Youth
• Associate Internship Program (AIP)
• Chemistry Jam
• Classified Leadership Institute (CLI)
• Community Mural Project
• Cultural Immersion Program
• Discover Days
• EAC Educational Technology Program
• Equity Scholars Project
• Explorers Program
• Forensics Team
• Guiding Your Path to Success (GPS)
• Jamaica: Cultural Learning Experience
• Library Outreach Programs
• Postbaccalaureate Preparatory Program
• STEM Center Peer Mentorship Program
• STEMPals
• Student Success Program
• Summer Transfer & Leadership Program
• Sustainability Pathway Integration
skylinecollege.edu/presidentsoffice/innovationfund.php
7/8/2022 Page 1 of 6

Non-Profit Funding Request Form
FY 2022-23

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4

455 County Center, 5th Floor Redwood City, CA 94063

[email protected]
271,319.70
County of San Mateo Jobs for Youth
4000
The Jobs for Youth program supports San Mateo County youth ages 14-21 in achieving their career and higher education goals via our three pillars of success: skills workshops, job opportunities, and scholarships.
650-363-4386
2 Jordy Pascual
89 X

7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4 100% of funding will go directly to the Jobs for Youth Scholarship Trust Fund.

Founded in 2005 by former Mayor of Daly City Al Teglia, the Scholarship trust fund was born out of the recognition that low-income Jobs for Youth participants needed support to achieve their higher education and vocational goals. The Scholarship Trust Fund is available to all San Mateo County youth ages 16-21 who are at least a high school junior with a 2.0 cumulative GPA and have attended at least one Jobs for Youth job skills workshop, with strong preference given to low-income youth who have encountered hardship. Jobs for Youth Scholars may only receive one JFY scholarship in their lifetime.

In addition, Jobs for Youth provides Jobs for Youth members access to an online job board. New jobs are added to the job board daily to help youth find jobs near their home. Jobs for Youth posts retail and fast food jobs located in the Town of Colma to help youth connect to business and help with economic development. Some of the businesses include Men's Wearhouse, Bath & Body Works, Ashley's Furniture, Chipotle Mexican Grill, Old Navy, Dollar Tree, Ross, Ulta Beauty, The Home Depot, Target, GameStop, Michaels, and Office Depot/Office Max.

By supporting the Jobs for Youth Scholarships, the Town of Colma helps youth in need build a better future for themselves, their families and our communities. The Town of Colma generously provided $500 in 2016, $1,500 in 2017, $2,000 in 2018, $2,500 in 2019, $3,000 in 2020 and $3,000 in 2021.

This fiscal year, Jobs for Youth is requesting $4,000 to fully fund two higher education scholarships. The Jobs for Youth Operating Budget is fully sustained by the County of San Mateo; 100% of all grant monies received will directly support San Mateo County youth in achieving their higher education vocational training and, ultimately, long-term career and financial goal that will benefit them, their families and our San Mateo County community

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4 The Town of Colma’s 2020-22 strategic plan includes a focus on community, with planned programs for youth that aim to reduce destructive behaviors and reinforce the importance of academics. By partnering with Jobs for Youth, the Town of Colma will be supported in achieving these goals – the Jobs for Youth Scholarship lowers barriers to academic achievement and career success, and research demonstrates that youth employment boosts self-esteem and can reduce crime. Town of Colma youth who join the program not only become eligible for the scholarship but also receive other exclusive benefits, including 1:1 mentoring, access to our curated job board, a monthly newsletter, eligibility for our Summer Internship program in various departments throughout the County of San Mateo and membership with the Jobs for Youth Alumni Association.

The pandemic has created profound challenges and deepened disparities in educational opportunities for students of color and students from low-income backgrounds. The basic needs like food, housing, language barriers, and access to the internet during this pandemic has impacted our youth. The increased mental health impact and financial insecurities increased significantly. Students continue to be challenged by the caregiving responsibilities, loss of family income, loss of work opportunities and overall well-being. These students rely more heavily on financial assistance to reach their full potential in higher education.

Last year, our Jobs for Youth Workgroup approved increasing the JFY Scholarship from $1,500 to $2,000 to help support these students. The challenge is great and together we can make a difference in the lives of our San Mateo County youth in helping them build a brighter future for our society.

7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4 A. In the 2021-22 fiscal year, 467 students from Jefferson Union High School District and 117 students live in Colma’s zip code of 94014 attended JFY workshops and became Members.

B. Most youth attend virtual workshops in the school setting during the regular school day. A minority of Members attend our virtual public workshops hosted by local libraries and local community organizations throughout the County.

C. JFY works closely with partners in these school and community organizations, including with teachers and administrators at Jefferson Union High School District, to schedule workshops and advertise our Scholarship program to Colma students, parents, and staff. We also send JFY Members a monthly newsletter which features scholarship information, upcoming workshops, new job and volunteer opportunities, career development tips, and community resources and events.

The generous $3,000 contribution funded one full scholarship and one half of a scholarship. Mohammed Lashuel was awarded $2,000 and will be attending UC Berkeley this coming semester.

Raef Makrai was awarded $1,000 and will also be attending UC Berkeley this coming semester. Please read Raef’s latest update: “I was able to take multiple college courses during my stay at Skyline Middle College. The two most significant courses I have taken in preparation for my career are Economics 100- Macroeconomics, and ECON 102- Microeconomics. During my excursion with these classes, I developed a passion for economics, business, and finance. I gained a key insight into economic analysis and its applications to business. My favorite lesson was about trade-offs, incentives, and costs and benefits. The reason is that these give us many real-world applications. These concepts can help us understand how people make financial decisions and how simple changes can result in better outcomes. This is one of the designs of the foundational economics course, to provide both foundation and stimulus to the applications of economic analysis. I hope to continue to learn more about economics at UC Berkeley.”
Both scholars have two years to fully claim their scholarships. Raef has already claimed his scholarship and Mohammed plans to claim his scholarship in the very near future.

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4 The pandemic did not alter how Jobs for Youth invested FY 2021-22 funds. Collectively, we awarded one full scholarship and one half of a scholarship! In the 2021-22 fiscal year, Jobs for Youth received the following contributions from the San Mateo County cities:
$3,000 The Town of Coma
$1,500 The City of Burlingame
$3,000 The City of Foster City
$2,000 The City of Menlo Park
This fiscal year, we are requesting the following amounts:
$4,000 The Town of Coma
$2,000 The City of Burlingame
$4,000 The City of Foster City
$2,000 The City of Menlo Park

7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status

Optional Attachments

DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4

X
94-6000532

SAN MATEO COUNTY BOARD OF SUPERVISORS
Jobs for Youth has a number of stakeholders who provide direct and indirect oversight of our program. These stakeholders include the County of San Mateo Board of Supervisors, the Executive Director of the County of San Mateo Human Resources Department, and a core group of dedicated volunteers who make up our Jobs for Youth Workgroup.

ROSTER OF CURRENT GOVERNING BOARD

SAN MATEO COUNTY HUMAN RESOURCES DEPARTMENT

LEADERSHIP TEAM
Jobs for Youth is part of the Organizational Development and Communications division of the County of San Mateo Human Resources Department. The Manager of the Organizational Development and Communications division is Conrad Fernandes. Jobs for Youth also receives oversight from Deputy Director Theresa Rabe and Executive Director Rocio Kiryczun.

DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4

SAN MATEO COUNTY HUMAN RESOURCES DEPARTMENT

ROSTER OF CURRENT GOVERNING BOARD CONTINUED
DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4

JOBS FOR YOUTH WORKGROUP MEMBERS
Name Affiliation Title Carolyn Woods Hillsdale Shopping Center Staff Member Hal Kataoka Career Valor Founder & Director Leslie Lowe County of San Mateo EDD Retired Lexis Livengood Cushman & Wakefield Vice President Molly Lai Genentech Inc. Research Associate Ruby Macaraeg County of San Mateo Office of Education College/CTE Coordinator Sharon Stefaniuk County of San Mateo HSA Retired Sylvia Yeh Kataoka Career Valor Assistant Director Cherie Colin Skyline College Dir. of Community Relations Dr. Khalid Afsar UC Berkeley Academic Coach/Tutor

JOBS FOR YOUTH WORKGROUP

ROSTER OF CURRENT GOVERNING BOARD CONTINUED
Jobs for Youth has a special core group of dedicated volunteers who make up our Jobs for Youth Workgroup.

DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4

JFY OPERATING BUDGET
$207,944.75

The Jobs for Youth Operating Budget for FY 2022-23 is as follows:

JFY OPERATING BUDGET

JFY OPERATING BUDGET
Jobs for Youth has two financial accounts, an Operating Budget account and a Scholarship Trust Fund account. The monies in these two accounts remain 100% separate, with 100% of the Scholarship Trust Fund account used exclusively for Scholarships.

CURRENT YEAR ANNUAL OPERATING BUDGET
Town of Colma
July 28, 2022

JOBS FOR YOUTH
2022 23 GRANT APPLICATION ATTACHMENTS
DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4 This year’s San Mateo County Jobs for Youth (JFY) Al Teglia Scholars have demonstrated incredible resilience! On May 19, 2022 we gathered in community with our Scholars, their families, our donors, and our partners to celebrate Jobs for Youth's 40th Anniversary and the 2022 JFY Al Teglia Scholars. The 40th annual "Shine Bright" virtual celebration was full of joyful and inspirational moments. We are grateful to the Town of Colma for sponsoring one full $2,000 scholarship and one half scholarship of $1,000 for higher education and bringing so much joy to Scholars Mohammed Lashuel & Raef Makrai.

Town of Colma Grant
July 28, 2022
Celebrating 2022 Scholars Mohammed Lashuel & Raef Makrai!

JOBS FOR YOUTH
2022 23 GRANT APPLICATION UPDATES

Thank youso muchforbelievingin us!

DocuSign Envelope ID: 34EE54A7-0916-422D-B4D0-80DCDE28EDD4 Sincerely,
Raef Makrai
Dear Town of Colma,
2022 Al Teglia Scholars Overview
The 2022 Town of Colma Sponsored Scholars
2021-22 Final Report
The Jobs for Youth Scholarship Committee, composed of staff and volunteers, selected 20 inspiring youth to receive the 2022 JFY Al Teglia Scholarships. The 2022 Scholars have continuously shown resiliency and have been the shining light in our community. It is their strength that gives us hope for a bright future. The Town of Colma's $3,000 grant sponsors one and a half of these Scholars: Raef Makrai & Mohammed Lashuel. We are pleased to share the bios and thank you notes from each Scholar.

Jobs for Youth Al Teglia ScholarshipJOBS FOR YOUTH
18 high school
students
Town of Colma Grant Report
in Scholarship funds awarded
$40,00020
total
Scholars
2 full time college
students
Raef Makrai takes the initiative with passion and creativity. With strong academic skills, Raef has excelled in both his courses at Capuchino High School and in the Middle College program at Skyline College. His academic excellence has landed him on the Dean’s List of Honor Students and the Phi Theta Kappa Honors Society at Skyline College. Along with academics, Raef also contributes to the community by tutoring at the Skyline STEM center and volunteering with the Blackman Music Group, Sports Hi, San Bruno Senior Center, and the Skyline College grocery distribution. Raef has strong ties to his Yemeni community and creatively illuminates this passion for his culture by illustrating and writing about issues facing his community. His aspirations to succeed keep him resilient. Raef is inspired to become a successful economist so that he can help others attain financial freedom.

I am writing to express my sincere gratitude to you for your generous Jobs For Youth scholarship. I was very happy and appreciative to learn that I was selected as the recipient of this scholarship. I now can continue as a full-time student and get one step closer to achieving my academic goals.

I will be attending the University of California, Berkeley in the upcoming Fall of 2022, working towards a Bachelor’s Degree in Economics. During that time, I’ll be working on building my resume. I am letting you know this because by awarding me this scholarship, you have lightened my financial burden for my education and have made it easier for me than before. Thanks to you, I am one step closer to that goal.

I am so grateful for your support of my education and for this amazing scholarship. I have never been more motivated to not only make myself and my family proud but to also make you proud as well. With this intended career path, this scholarship is an investment in not only my educational journey but in the lives of those who I will continue to help throughout college and after college. With my long journey ahead, this scholarship will encourage me to continue giving back to the community in other ways, while focusing on my education. My educational pursuits would not be possible without the generous support from your organization.

I am writing to express my sincere gratitude to you for your generous Scholarship. I was thrilled to learn of my selection for this scholarship, and I am deeply appreciative of your support. This award will help me ﬁnd a place to live at my college and be closer to my dreams at my university.

Attending UC Berkeley next year will allow me to demonstrate my passion and interest in speciﬁc subjects, such as Business and Data Science, but also demonstrate my ability to be dedicated to closing the educational disparities that exist amongst ﬁrst-generation, low-income students. When I took dual enrollment courses in business, economics, and college and career readiness in my Junior and Senior year; I immediately fell in love with the idea of pursuing higher education and have made it my goal to share my knowledge and resources with other students that may come from a minority background. It is the least I can do to ensure no kid grows up like I did, without a support system. I want to work on social impact and corporate social responsibility. I want to make corporate America more accessible to students of color, low-income students, and students with disabilities. Thanks to this scholarship I will have time to work on these missions. One project I have in mind is to create a College Preparation Newsletter. The College Preparation Newsletter will be a high school and community college-based emailing list that aims to provide students with opportunities to expand their academic horizon. Oftentimes, many students at my school are unaware of such opportunities and programs because counselors and teachers are also uninformed. As a high school student that once struggled with ﬁnding summer opportunities for myself, I can understand the feelings of my peers that want to further immerse themselves in their educational pursuits but are unsure of how. I plan on sending out bi- monthly emails regarding di ﬀ erent opportunities that may be career-related, a ﬃ liated with STEM, humanities- based, etc. As the majority of my audience becomes ﬁrst and second-year undergraduates, I plan to expand this program and introduce a podcast where I walk through complicated processes such as the university transfer process, FAFSA, Scholarship Search, Internships, and more. A huge motivation for continuing my e ﬀ orts of equal education oppurtunity has been the birth of my niece and nephews.Receiving this scholarship inspires me to continue paving the path for the kids in my family because I want to ensure that they will have the determination to achieve excellence.

By awarding the Jobs for Youth Al Teglia Scholarship, you have lightened my ﬁnancial burden, which allows me to focus more on the most important aspect of school: learning. I currently work 20 hours a week to help my parents pay bills and with your generous donations I will be able to dive into more research at college instead of working all weekends. Your generosity has also inspired me to help others and give back to the community. I hope one day I will be able to help students achieve their educational goals just as you have helped me.

Thank you,
Mohammed Lashuel
Dear Town of Colma,
2021-22 Final Report
Jobs for Youth Al Teglia Scholarship
Town of Colma Grant ReportJOBS FOR YOUTH
Mohammed Lashuel is dedicated to empowering himself and those around him. Mohammed is active in his Yemeni community, especially with refugees, and compassionately assists these individuals in finding resources as they adjust to a new life. Mohammed’s consideration also extends to his Islamic heritage as he is involved in creating a thriving, safe, and welcoming space for the Muslim community in Daly City. Not only does he have passion for his community, but he also finds the time to excel academically and challenges himself to reach his educational goals as a senior at South San Francisco High School. Mohammed is also currently enrolled in the Middle College program at Skyline College and has made the Dean’s list and is a member of the Phi Theta Kappa Honors Society. Mohammed is driven by his passion to illuminate an educational path for others and plans to lead by example while pursuing a career in computer science.

7/8/2022 Page 1 of 6

Non-Profit Funding Request Form
FY 2022-23

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF

192
StarVista= $18,170,000; Pride Center= $1,054,184
StarVista’s mission: We deliver high-impact services through counseling, case management, skill development, and crisis prevention to children, youth, adults, and families.

San Mateo County Pride Center’s mission: Our mission is to create a welcoming, safe, inclusive, and affirming community climate that fosters personal growth, health, and opportunities to thrive for individuals of all ages, sexual orientations and gender identities through education, counseling, advocacy, and support.

X
Payton Murphy, Grants Coordinator
82 650-591-9623

[email protected]

StarVista's San Mateo County Pride Center
3,000
610 Elm St. Suite #2112 San Carlos CA 94070 7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF The Pride Center is requesting funding to advance its mission of creating a welcoming, safe, and inclusive space. Education and engagement opportunities for Colma community members are crucial to creating an affirming community climate. Funds will be utilized to provide 3, 2-hour LGBTQ+ 101 trainings. Each training will target a different group in Colma; community members, community-based organizations, and businesses. Trainings will be tailored for each demographic so that the audience can explore and understand what’s unique about their space, how to make it more inclusive, and network and build connections. Trainings will be held virtually via Zoom and offer participants a safe space to explore what messages of gender and sexuality they grew up hearing with topics relating to sex, gender identity, gender expression, and sexual orientation. The Pride Center will make the trainings as interactive as possible and encourage participation in activities, asking questions, and building connections with other folks in the training. Interactive activities may include terminology jeopardy, dialogue sessions, and educational videos on LGBTQ inclusivity. Attendees will receive a resource kit after the training with additional tools and engagement materials. Funding will also support outreach to bring awareness to the training opportunities and to provide incentives to attend the trainings. The Pride Center will source prizes from local Colma businesses and will give out 1 prize per training through a random draw. The team will conduct an evaluation survey after each training and include space for participants to share what their needs and suggestions are for improvement to the trainings to Colma in the future. Anticipated outputs and outcomes include: 100 community residents, 10 community-based organizations, and 10 businesses will attend the training session tailored to them; the positivity rating for the training will be 80% or higher; 80% of participants who fill out the evaluation survey will have a stronger understanding of issues impacting the LGBTQ+ community; and 80% of participants who who fill out the evaluation survey will identify topics presented as relevant to them. Anticipated costs are included as an attachment in this proposal.

StarVista’s San Mateo County Pride Center will educate and engage Colma community members through outreach and LGBTQ+ 101 trainings. The goal of our proposal is to help create and foster a safe and welcoming space for LGBTQ+ people in the Town of Colma by providing a safe and welcoming space for the community of Colma to unlearn any misinformation they may not be aware of, provide accurate information, and the tools within the trainings themselves as well as resources for continued learning/unlearning. Trainings provide grounding definitions, relevant examples, and practice about sex, gender identity, gender expression, and sexual orientation. The team will engage Colma community members, community-based organizations and businesses by conducting outreach to ensure the community is aware of the trainings available, what the Pride Center’s services are and how to access them, and other resources offered through our community partners. The Pride Center will collaborate with the Town of Colma directly to broadcast LGBTQ+ 101 trainings and connect folks to the Pride Center. Additionally, the Pride Center will collaborate with local schools and businesses to conduct in-person, virtual and/or print outreach including flyers, pamphlets, and other marketing materials. Through these outreach strategies, the team hopes to reach individuals who would not have otherwise heard about the Pride Center’s services, create conversation and dialogue amongst community members to further engage them, and provide education about the LGBTQ+ community. Lastly, the Pride Center’s community trainings will educate folks and foster institutional and cultural change to reduce stigma and discrimination throughout the town and county.

Pride's interactive, educational trainings will help Colma in building cultural humility and creating more equitable environments for LBGTQ+ folks. Overall, this funding will support the Pride Center in enhancing the education and increasing the engagement of community members surrounding challenges and services for the LGBTQ+ community.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF The Town of Colma benefits from the Pride Center’s services as it provides inclusive, accessible services to the LGBTQ+ community, who are at a higher risk for anxiety, depression, and other physical and mental health challenges. In San Mateo County, studies show that LGBTQ+ youth experience nearly 50% higher rates of depression and almost 50% of all LGBTQ+ youth have experienced suicidal ideation – nearly 3 times more than their heterosexual peers (Kidsdata.org). Additionally, while the COVID-19 pandemic has been disruptive to us all, the Pride Center’s 2020 LGBTQ+ COVID Impact Report shows that the LGBTQ+ community reported disproportionate levels of negative mental health effects, unsafe housing situations, and financial instability. Making the community aware of these resources and having them available to community members will support LGBTQ+ folks directly and the community at large in becoming more knowledgeable and equitable. As the first and only Pride Center serving all of San Mateo County, the Pride Center team provides critical services to residents in the Town of Colma that enhance the wellbeing of the community and ensure safety, support, and affirmation for the LGBTQ+ community. The Town of Colma and its community members benefit from the Pride Center’s services as they amplify pathways to mental health services to connect people to care while decreasing isolation and moving the needle to create positive change for our LBGTQ+ community. Additionally, through our evaluation surveys we can understand additional needs community members may have and tailor our trainings and services to better serve the Town of Colma moving forward.

Given the disproportionate challenges the LGBTQ+ community faces, especially throughout the pandemic, the Pride Center’s services are a critical resource for Colma community members and provide mental health support, education, training, and other essential resources.

N/A.
7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF In FY21-22, the San Mateo County Pride Center served around 200 Colma community members. The two main locations Colma residents have received services are Jefferson Union High School District and the Daly City Youth Health Center. Due to the pandemic, services have been taking place virtually and therefore participants can access services wherever is most convenient for them. The Pride Center and its partner, Outlet, conduct outreach to Colma in multiple ways such as connecting with local school districts and community-based organizations, utilizing print and digital promotional material, and spreading awareness through social media. Below are achievements from the past fiscal year:
- Provided SOGIE training to 30 Daly City Youth Health Center staff, which services Jefferson Union High School District.
- Conducted outreach at and attended San Mateo Office of Education’s monthly Gender and Sexualities Alliance (GSA) Coordinators Meetings to share resources. - 5 youth from Colma participated in social support groups through the center for a total of 34 duplicated times. 2 youth from Pacifica and JUHSD schools participated in social support groups through the center for a total of 23 unduplicated times. - Provided 11 individual consultations to community members supporting LGBTQ youth across Daly City, South San Francisco and Pacifica.
- Provided 3 SOGIE training/educational panels for Ocean Shore School (a total of 125 youth participants) and Boys & Girls Club of North San Mateo County (a total of 27 yo Funding received from the Town of Colma for FY2021-22 was spent as originally proposed and supported essential staff costs needed to provide the above services to the Colma community.

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF The San Mateo County Pride Center does not currently request funding from other cities in San Mateo County. The Pride Center receives government grants and contracts, such as the Town of Colma and Foundation grants which all help support the important services the Pride Center provides for the community. StarVista and the Pride Center work diligently to leverage funds and identify new funding sources to maintain the level of operations and a diversified funding base.

Despite the disruption caused by the COVID-19 pandemic, StarVista remained fully functional in providing services to its clients throughout San Mateo County. However, there was an increase in expenses for the agency. In order to retain its employees, StarVista provided incentives such as "hazard pay" for our 24-hour facilities and pay raises. StarVista also acquired PPE supplies and technology-related items such as laptops, hotspots, and Zoom licenses in order to meet the needs of the agency. These increased expenses and the decline in revenues from seeing clients (face-to-face and group sessions) impacted our budget. Additionally, some funders changed their giving priorities, froze grant cycles, or canceled grant cycles altogether. Though we were able to replace some of this funding many of those funds were not unrestricted funding and some programs were left short. Our grants and development staff continue to seek additional funding sources to ensure each of StarVista’s 30 programs can be sustained through the pandemic and beyond.

In 2020, the Pride Center went into shelter-in-place and shifted all services to be provided virtually. At that time the Pride Center’s funding was stable and secure, however one of our foundation supporters froze the third year of our grant funding due to a shift in foundation priorities in light of the pandemic. This decision dramatically impacted the Pride Center’s financial security and put mental health services to the LGBTQ+ community and allies at risk. The Pride Center team and StarVista’s Development team worked diligently to source alternative funders and utilize other methods of fundraising. Over the last year, these efforts and support from generous funders have re-established a secure funding stream for the Pride Center and allowed them to continue to provide vital services to our community in a time of extreme need.

7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2020 or 2019)

Optional Attachments

DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF X

94-3094966

Item Unit Cost per unit Total
Cost
LGBTQ+ 101 Trainings ($150/hr x 2
hours/each)
3 trainings $300 per training $900
Staff time to conduct outreach 4 hrs (per
outreach/tabling)
$25 per hr x 4 hrs
= $100 x 3
outreach events
$300
Staff time to curate training content for
different audiences
6 hrs (2
hrs/training)
$25 per hr $150
Staff time to gather, print and organize
promotional and outreach materials
3 hrs $25 per hr $75
Staff time to design all marketing and
promotional materials
6 hrs of graphic
design
$25 per hr $150
Outreach materials: SMC Pride Center is a
partnership between StarVista, Outlet
(Adolescent Counseling Service), and
Peninsula Family Service. To ensure
community members are well connected
with resources, our materials will be
inclusive of all partners within the Pride
Center.
• 250 training
flyers per
training
demographic
• 250 Pride
Center
pamphlets
• $78 for flyers
per training =
$234
• $50 for Pride
Center
pamphlets
$284
Participant engagement and education
materials to be mailed to attendees after
the training session (“Resource kits”)
• 250 “Safe
Space”
Window
D
ecals
• 250 magnets
• 250 mailings
• $350 for
window decals
• $145 for
magnets
• $0.60 x 250 =
$150 for
mailing
$645
Incentives for participation (draw prizes
sourced from local businesses)
3 prizes (1 per
session)
$75 per prize x 1
per training x 3
trainings
$ 225
Indirect Costs (this can include costs for
administrative work, quality management,
audit fees, insurance, payroll service, and
training to support the Pride Centers
work)
10% of total cost 10% of $2,729 $272.90
TOTAL = $3,001.90
San Mateo County Pride Center Budget to the Town of Colma FY22-23 Grant Request
DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF Rev. 09.03.2021 LH

Board of Directors

Board Chair: Ken Pesso
Retired Assistant Chief, Probation Officer

Vice Chair: Alina Lloyd
Private Wealth Manager,
Merrill Lynch Private Banking & Investment Group

Treasurer: Alison Proctor
Partner, Seiler LLP

Secretary: Jeneé Littrell
Associate Superintendent
Student Services, San Mateo County Office of Education

Chief Ed Barberini
San Bruno Police Department

Sheriff Carlos Bolanos
San Mateo County Sheriff’s Office

Nancy Minnig
Executive Assistant
SolMateo

Stephan Marshall
Realtor
Coldwell Banker

Fred Shen
Global Marketing Director
Abbott Vascular

Steven Shray
Consultant

Doug Stewart
SVP/Commercial Team Leader Heritage
Bank of Commerce

Eric Wollman
Retired Chief, Burlingame Police
Department

Howard Yang
Director, Google Ads
Google

Erick Young
Application Architect
IBM Corporate HQ

DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF 14,759,417
941,825
1,200,000
170,000
170,000
928,758
18,170,000
14,838,079
449,212
63,070
1,078,733
322,641
971,830
120,500
44,451
86,000
31,200
164,284
3,331,921
18,170,000
-
Approved Budget for the Year Ending June 30, 2023
Fundraising Expenses
Other/Misc
Facilities & Equipment: Office Rent/Maintenance/Utilities/Security Professional Services & Fees
Client Costs: Rent/Utilities/Food/Transportation/Drug testing/Other Insurance
Personnel Expenses
Salaries, benefits, payroll taxes, workers comp
Supplies/Telephone/Internet/Printing/Postage
Employee Costs & Mileage Reimbursement
Revenue:

Government and School Contracts
Program Fees
Foundations/Grants
Net Income (Loss)
Total Operating Expenses
Total Expenses
Operating Expenses
Donations/Contributions
Other Miscellaneous Contracts and Income
Fund-Raising
Total Revenue
Subcontractor
County and State AOD Fees
DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF 850,715
102,500
50,000
43,969
7,000
1,054,184
631,248
21,700
700
136,700
2,800
3,000
2,300
120,000
135,736
422,936
1,054,184
-
PRIDE Center Budget for the Year Ending June 30, 2023
Sub-Contractor
Admin/Indirect Costs
Facilities & Equipment: Office Rent/Maintenance/Utilities/Security Professional Services & Fees
Client Costs: Transportation/Other
Personnel Expenses
Salaries, benefits, payroll taxes, workers comp
Supplies/Telephone/Internet/Printing/Postage
Employee Costs & Mileage Reimbursement
Revenue:

Government and School Contracts
Program Fees
Foundations/Grants
Marketing
Net Income (Loss)
Total Operating Expenses
Total Expenses
Operating Expenses
Donations/Contributions
Other - Trainings
Total Revenue
DocuSign Envelope ID: FBF5BF8A-C6CA-45E6-B6D9-88792014E0BF San Mateo County Pride Center Town of Colma Grant Report FY 21-22 Grant Report Requirements
(a) By June 30, 2022 or within 90 days aftercompletion of the program or project, whicheveris earlier, Grantee will present a final report to the Town that:
(i) Describes the results of the programor project funded by the grant;

1. ProvidedSOGIE trainingto30Daly City Youth HealthCenter staff, which servicesJefferson Union High School District.2. Conducted outreach at and attended San Mateo Office of Education’s monthly Genderand Sexualities Alliance (GSA) Coordinators Meetings to share resources.3. 5youth from Colma participated in social supportgroups through the center for a total of34duplicated times.2youth from Pacifica and JUHSDschools participated in socialsupport groups through the center for a total of23unduplicated times4. Provided11individual consultations to communitymembers supporting LGBTQ youthacross Daly City, South San Francisco and Pacifica.5. Provided3SOGIE training/educational panels for OceanShore School (a total of125youth participants) and Boys & Girls Club of North San Mateo County (a total of27youthparticipants). (ii) Evaluates the results of the programor project funded by the grant; and Overall, a completely remote service delivery method continues to lead to some challenges withoutreach. Outlet staff had difficulties making connections with stakeholders in Colma.Additionally, Outlet has observed a lack of visibility and knowledge about the issues, challengesand needs of the LGBTQ+ community in Colma and getting more local stakeholders involved inthe process could help facilitate better connections and follow through. Despite thesechallenges, we were still able to provide a range of LGBTQ-centered services and support forthe Colma community. (iii) Provides an accounting of the use ofthe grant funds.

Funding received from the Town of Colma was spent as originally proposed and supportedessential staff costs needed to provide the above services to the Colma community. Attached isthe year-end budget for StarVista and the Pride Center. (b) If the program or project is not completedby June 30, 2022, Grantee shall presentan interim report by then describing the status of the program or project and its expectedcompletion date. 786,700
118,600
32,000
17,000
0 14,300
968,600
554,344
12,325
3,100
131,400
2,000
2,500
1,500
120,000
141,431
414,256
968,600
- Net Income (Loss)
Total Operating Expenses
Total Expenses
Operating Expenses
Donations/Contributions
Other - Trainings
Fund-Raising
Total Revenue
PRIDE Center Budget for the Year Ending June 30, 2022
Sub-Contractor
Other/Misc
Facilities & Equipment: Office Rent/Maintenance/Utilities/Security Professional Services & Fees
Client Costs: Transportation/Other
Personnel Expenses
Salaries, benefits, payroll taxes, workers comp
Supplies/Telephone/Internet/Printing/Postage
Employee Costs & Mileage Reimbursement
Revenue:

Government and School Contracts
Program Fees
Foundations/Grants
Marketing

12,984,808
1,083,700
1,034,600
205,400
300,000
1,891,492
17,500,000
14,141,933
575,003
193,540
1,026,881
301,540
795,366
125,000
41,500
80,000
27,500
191,737
3,358,067
17,500,000
- Net Income (Loss)
Total Operating Expenses
Total Expenses
Operating Expenses
Donations/Contributions
Other Miscellaneous Contracts and Income
Fund-Raising
Total Revenue
Subcontractor
County and State AOD Fees
Approved Budget for the Year Ending June 30, 2022
Fundraising Expenses
Other/Misc
Facilities & Equipment: Office Rent/Maintenance/Utilities/Security Professional Services & Fees
Client Costs: Rent/Utilities/Food/Transportation/Drug testing/Other Insurance
Personnel Expenses
Salaries, benefits, payroll taxes, workers comp
Supplies/Telephone/Internet/Printing/Postage
Employee Costs & Mileage Reimbursement
Revenue:

Government and School Contracts
Program Fees
Foundations/Grants

7/8/2022 Page 1 of 6

Non-Profit Funding Request Form
FY 2022-23

Name of Organization:

Contact Person:

Address:

Street Address City State Zip Code

Phone Number: Email Address: __________________

1. Mission Statement:

2. Amount of Request: $________________

a. Total Agency Annual Budget: $_______________

b. Number of Agency Employees: _______________

c. Payroll is ________% of the Agency’s total Annual Budget.

3. Please identify a public purpose for the requested funding by identifying one of the following categories:

DocuSign Envelope ID: 7EA1C243-DC10-40C9-975E-30B255D9D84C

3182 Campus Drive, #153, San Mateo, CA 94403
5,000
Sustainable San Mateo County (SSMC)

X
650.918.1992
Our mission is to drive impactful action on economic, environmental and social equity issues that leads to sustainable practices and improves the long-term health of San Mateo County.

211,401
Christine Kohl-Zaugg, Executive Director
66 1 FT employee and 2 part-time employees
[email protected]
7/8/2022 Page 2 of 6

3a. Describe how the funding will support the selected category:

4. Describe reason for request and how funds will be used:

DocuSign Envelope ID: 7EA1C243-DC10-40C9-975E-30B255D9D84C SSMC has been tracking key sustainability metrics for San Mateo County (SMC) cities and continues to expand the Sustainability Ideas Bank (SIB) - sharing easy to implement and impactful solutions with local governments and businesses. Because our Dashboard Project and the SIB are complementary, we hope to be able to assist our cities in identifying areas with opportunities to further strengthen their sustainability performance and then point them towards the solutions that will matter to them. These will really help our cities make a difference and truly accelerate their pace reaching their sustainability and climate change goals. With the SIB, we've been sharing best-in-class examples of sustainability practices by and for other cities and counties in the U.S. – and beyond and our vision is to continue to compile impactful solutions in partnership with our cities. We hope to soon be able to move the SIB solutions into a searchable database.

SSMC helps local cities and San Mateo County assess their progress towards reaching their sustainability goals based on the Dashboard Project and input from community forums and interviews with local leaders. Pending funding, we plan to publicize these local stories of success in the media and at public events. Funds received will primarily support a Program Manager who coordinates volunteer researchers, writers, graphic designers, printing and dissemination of reports. In addition, these funds will help offset the costs of community meetings, Happy Hour events, publicity and outreach, including digital campaigns.

Our goal is to continue to strive for 100% funding participation from all our San Mateo County cities and towns.

SSMC is dedicated to the long-term health of our county’s green economy, healthy environment and social equity. We believe in a "systems-approach" and believe all three need to be "in balance" in order to achieve true sustainability.

SSMC’s five core programs are:
1) Our Indicators Report (IR), which has been tracking sustainability progress in cities and the county (since 1997). This year's Indicator Report examines the State of Building Electrification in our County, with a focus on the existing building stock.
2) Our Awards Dinner, which celebrates local sustainability champions (since 1999) and inspires others to follow suit.
3) Our Sustainability Ideas Sustainability Ideas Bank (SIB),started in summer 2019, which compiles successful policies and programs implemented by local governments and businesses to accelerate sustainability.
4) Our Monthly briefings/Happy Hours, started as a response to our community's desire to stay connected in the wake of Covid-19, for in-depth exploration of specific sustainability topics (with invited subject matter experts). And 5) Our new Dashboard Project, started in 2021, which tracks progress by cities in San Mateo County with 30 key performance indicators in 11 sustainability focus areas.

Together with the Sustainability Ideas Bank, it is helping local leaders accelerate progress on their Climate Action Plans and sustainability goals. We've been working closely with all the cities on this project.

Further, we partner with local government and community organizations to promote sustainable policies, practices and programs that are in line with our mission, including but not limited to Reach codes and electrification, social equity, equitable housing, public transportation and waste-related ordinances to cite a few.

7/8/2022 Page 3 of 6

5. If the amount of the request is higher than the previous year, provide a detailed explanation of the need for the increase:

6. Describe the benefit to the Town derived from funding your organization:

DocuSign Envelope ID: 7EA1C243-DC10-40C9-975E-30B255D9D84C Elected/appointed officials and city staff recognize our value in helping them do their job and spread their messaging (as it relates to sustainability) to their residents. Ways SSMC benefit your town include:
- The Indicators Report (IR), which is widely distributed/disseminated, is the only comprehensive report in SMC that evaluates the health of the County and its cities in terms of sustainability. In conjunction with our new Dashboard Project, this helps city officials make educated decisions when considering sustainable policies.

What gets measured gets managed! Our Summary Reports and online content are great resources for local businesses and business groups to share with their clientele.

Real estate agents, recruiters and other business people use the IR - and soon the Dashboard Project data - to highlight why San Mateo County and its cities and towns are great places to live and work. For 2022, our key indicator is the State of Building Electrification in San Mateo County (with a focus on existing building stock).
- The resources in the SIB will help you advance sustainability measures - at a faster and more efficient pace, e.g. cutting down the time staff might have to research a specific ordinance. One key, distinguishing feature of the SIB is that it lists the contact information of people who have successfully implemented a given solution and are ready and willing to act as "mentors" to guide and provide sound advice and resources to others interested in implementing the same solution. - We help you with sustainability outreach and education too, from tabling at local events to our monthly Happy Hours (e.g. we've had quite a few city sustainability managers speak at our monthly Happy Hour over the past few years) to cite a few examples.
- We also hope that the Dashboard Project's data release, in conjunction with the solutions listed in the SIB, will be an opportunity to assist the Town of Colma in further strengthening its sustainability efforts and accelerate its positive impact on the ground.

N/A - Same level of support requested as for FY2021-22 and previous years ($5,000) 7/8/2022 Page 4 of 6

7. Describe the following:

8. Provide a detailed account of how the FY 2021-22 contribution was used:

DocuSign Envelope ID: 7EA1C243-DC10-40C9-975E-30B255D9D84C A) Our programs support the overall sustainability, health and quality of life for all residents in San Mateo County. Our free events and website analytics make it impossible to confirm the numbers of participants from each individual jurisdiction, as we are not able to exactly track this down. Our mailing list, which has been growing steadily over the last few years, is close to 3,000. We reach a similar number of people via our social media channels and will soon launch a green infrastructure photo/short video contest which we hope will increase our social media outreach drastically.

B) In locations all over the County (pre-pandemic). Currently online, thus further expanding reach and access. We like to say that "sustainability doesn't know any borders" and believe we can both learn from and inform other regions and cities in the USA and the world.

C) Outreach to all local governments, including the Town of Colma. Publications available at our events and at outreach events such as community fairs and presentations to local groups, libraries, etc. Targeted outreach has also been and will continue to be conducted via online campaigns and via our newsletter and social media. Due to Covid, the majority of our information is still in online format (as opposed to printed material).

Colma’s FY21-22 $1,000 contribution represented less than less than 1% of the total revenue for the organization. Please note that the IR program funds include only the direct expenses of program staffing and event costs. Indirect costs, including office space, technology (website and computers) and supplies, outreach and the Executive Director (whose Indicators program support responsibilities represent about 30 percent of her time), are listed as general operating expenses.

Compared to our other city contributors, Colma’s FY2021-22 $1,000 contribution was situated in the lower to mid range (eight cities contributed at higher levels, and seven contributed at the $1,000 level). Currently, all the cities are supporting our programs at the same level as last year with some actually supporting us at a higher level - for which we are grateful for. We are very appreciative of Colma’s ongoing and long-time support.

Colma's FY21-22 $1,000 contribution was primarily allocated to contribute to paying the salary of our IR Program Manager and outreach costs.

7/8/2022 Page 5 of 6

9. Did COVID-19 affect how the organization spent FY 2021-22 funds? If so, please explain why.

10. List contributions requested and received from other cities in FY 2021-22 and requested or expected in FY 2022-23:

DocuSign Envelope ID: 7EA1C243-DC10-40C9-975E-30B255D9D84C The pandemic, as well as the ever-growing surge in negative impacts including fires, floods and droughts brought forward by climate change here and abroad continues to remind us of the need for more sustainability and resilience in our communities through the systems approach SSMC uses. There is urgency in addressing these issues and the time to act is now.

We hope that the town of Colma also sees sustainability as a key issue to invest in, and wanted to emphasize once again that we are striving for 100% participation from the 20 cities and towns in San Mateo County for FY22-23.

Below is the list of requested and received contributions from other cities in FY2021-22 and requested or expected in FY2022-23. We sill expect quite a few of these to come up (promised, waiting to go through the PO processes):

Requested for both FY2021-22 and FY2022-23 for all cities and towns: $5,000 Received in FY2021-22: County of San Mateo:$10,000; Belmont, Brisbane, San Carlos, San Mateo, South San Francisco:$5,000; Foster City:$3,100; Redwood City:$3,000; Portola Valley:$2,500; Atherton, Colma, Daly City, Half Moon Bay, Menlo Park, Millbrae, Pacifica:$1,000; Burlingame:$690; Hillsborough:$500
Expected/received for FY2022-23: County of San Mateo: $10,000; Belmont, Brisbane, Hillsborough, San Carlos, San Mateo, South San Francisco:$5,000; Foster City, Half Moon Bay, Redwood City: $3,000; Menlo Park, Portola Valley: $2,500; Atherton, Daly City, Millbrae, Pacifica:$1,000; Burlingame: $400
One effect we continued to see was the reallocation of funds that were moved from in-person events to investments in online technology and platforms as well as increased
outreach via social media (incl. paid ads on Facebook). We were able to fund the FY2021-22 Indicators Program at the same level as in past years because our cities and towns all stepped up and found a way to continue to support our efforts to further accelerate and promote sustainability within the County - despite the challenges brought forward by Covid-19. We are optimistic that all cities will fund us at the same or even in some cases higher level again this year.

7/8/2022 Page 6 of 6

Yes __________ No ______________

If yes, please provide details.

12. Charitable Trust # or EIN #

Please attach a copy of the following:

 Roster of current governing board
 Current Year Annual Operating Budget
 Proof of organization’s tax exempt status
 Completed IRS 990 form (filed for 2020 or 2019)

Optional Attachments

DocuSign Envelope ID: 7EA1C243-DC10-40C9-975E-30B255D9D84C

48-1265207
X

3182 Campus Drive, #153, San Mateo, CA 94403 [email protected] www.sustainablesanmateo.org Our federal tax identification number is 48-1265207. This organization is a 501(c)(3) tax-exempt organization, IRS Section 170(b)(2)(iii) for both federal and state tax purposes.

BOARD OF DIRECTORS Chair Terry Nagel Vice Chair Kirsten Keith Secretary Seamus Murphy Treasurer Barbara McHugh Members Valerie Fox Carlos John Crowell Verónica Escámez Casey Fromson Georgi LaBerge Russ Miller Mark Olbert William Schulte ADVISORY BOARD Bryan Beck Kaia Eakin Chris Garrett George Kreitem Ricki McGlashan Mark Moulton Kan Parthiban Sarah Prescott EXECUTIVE DIRECTOR Christine Kohl-Zaugg IR PROGRAM MANAGERS Sarah Cassanego STAFF Executive Assistant Jill Reed FOUNDERS Marcia Pagels Ruth Peterson DocuSign Envelope ID: 7EA1C243-DC10-40C9-975E-30B255D9D84C SSMC
BUDGET 22-23 (please note: this is
a preliminary budget - it has yet to
be reviewed and approved by
SSMC's Board of Directors at its
August 2022 meeting)
ADVERTISING 4,000
PROFESSIONAL DEVELOPMENT 1,500
TAXES - TAX PREPARATION 1,800
MILEAGE - ED and Admin 300
HR - ED - SALARY 75,000
HR - IR PROGRAM MANAGER 32,000
HR - EXECUTIVE ASSISTANT 32,000
HR - SOCIAL MEDIA CONSULTANT 6,000
HR - INTERNS 1,200
HR - IT CONSULTANT 10,000
HR - PAYROLL MONTHLY INVOICE 1,200
HR - PAYROLL TAXES 15,000
TAXES - TAX RETURN FILING FOR CA FEE 50
IT - DOMAIN,WEB Fees 920

RENT, STORAGE,PHONE,CONSTANT
CONTACT,ZOOM 4,350
OFFICE SUPPLIES, POSTAGE,PRINTING 2,000
COMPUTERS & EQUIPMENT 600
MEMBERSHIPS-SUBSCRIPTIONS 1,500
SPACE RENTAL - PROGRAM EVENTS 1,000
MARKETING-PROMOTIONAL ITEMS 750
INSURANCE - DIRECTORS & OFFICERS 2,100
INSURANCE - LIABILITY 1,000
INSURANCE - WORKERS COMPENSATION 556
QUICKBOOKS LICENSE AND TECH SUPPORT 575
AWARDS - AUCTION SITE FEES 900
AWARDS - MISC. 250
AWARDS - A/V 1,500
AWARDS - VIDEOS FOR WINNERS 6,000
AWARDS - PRINTED INVITATIONS 1,000
CATERING COSTS - EVENTS 4,000
PRINTING - IR 250
MISC. EXPENSES 1,000
CRM - DATABASE - LGL 600
JOINT PROGRAMS | CO-SPONSORING 500
211,401
DocuSign Envelope ID: 7EA1C243-DC10-40C9-975E-30B255D9D84C

Grant Report FY2021-22
SSMC – Indicators Reports p.1/5

TOWN OF COLMA GRANT REPORT: Sustainable San Mateo County Indicators Report, FY 2021-22

RESULTS:

Sustainable San Mateo County (SSMC) is an independent 501(c)(3) nonprofit organization that has been engaging local residents and leaders in advancing sustainability since 1992. This year, we are celebrating our 30th anniversary! We are not affiliated with or funded by the county's Office of Sustainability, and we depend on Colma and our local cities for support, notably for funding our “Indicators for a Sustainable San Mateo County Reports” program. These reports compile information about many interdependent issues into a single source, allowing local decision makers, leaders and residents to monitor progress toward sustainability goals. Through these Indicators Reports, as well as our other programs, events and our solid community outreach, SSMC raises awareness of local concerns grounded in facts and proposes solutions to effectively address these. We encourage you to check out our website at: www.sustainablesanmateo.org for more information about our organization and our positive impact on the ground.

During FY 2021-22, despite still having to contend with an uncertain and ever-changing pandemic environment, we were able to keep interest in our online events high, despite a generalized onset of “zoom fatigue” everywhere. We were able to do that thanks to our beloved, highly interactive monthly Happy Hours, which featured both timely topics and engaging, knowledgeable speakers. We continued to work closely with local residents, government, businesses and community organizations to stimulate engagement on the "three E's of sustainability": reducing our environmental footprint, stimulating long-term economic growth and promoting social equity. Our notable achievements during 2021can be seen in our short Annual Impact/infographic report.

It can be accessed on our website at: https://sustainablesanmateo.org/sustainability-resources/publications/ Last August, UN Secretary-General António Guterres called the latest IPCC1 Climate Report “Code Red for Humanity”. Here is what he said: “The alarm bells are deafening, and the evidence is irrefutable:
greenhouse‑gas emissions from fossil-fuel burning and deforestation are choking our planet and putting billions of people at immediate risk. Global heating is affecting every region on Earth, with many of the changes becoming irreversible. The internationally agreed threshold of 1.5°C is perilously close. We are at imminent risk of hitting 1.5°C in the near term. The only way to prevent exceeding this threshold is by urgently stepping up our efforts and pursuing the most ambitious path.” This was a call to action, loud and clear, and many leaders and residents around the world and here in our backyard in San Mateo County have finally come to realize that time is of the essence. We need to act fast and now.

SSMC is proud to have developed a suite of integrated programs and services to help Colma and the other San Mateo County cities and towns accelerate their sustainability efforts and become more resilient. These include our Indicators Reports program and our soon to be released Dashboard project (focus on metrics), the Sustainability Ideas Bank (focus on solutions and tools to strengthen sustainability performance), our annual Awards Celebration (focus on celebrating inspiring leaders and thus encouraging change) and our advocacy

1 Intergovernmental Panel on Climate Change

Grant Report FY2021-22
SSMC – Indicators Reports p.2/5
efforts to promote ordinances, policies and programs which align with our vision “A sustainable future for everyone in San Mateo County” (focus on implementation).

Our online Indicators Reports demonstrate our work throughout the grant year:
● For 2022, our Key Theme is the “Electrification of the Building Sector”, with an emphasis on existing buildings. This is a critical issue for our County and cities, especially since many cities have set ambitious climate goals that need to be reached in a span of less than a decade. Electrifying the building and transportation sectors are critical if they are to reach these progressive and necessary goals. As in the past, we’ll also look at this timely and important topic through the lens of social equity.

In-depth research, insightful data analysis and maps, as well as current and relevant content for the report on this Key Theme are currently being generated. Once finalized, the information will be provided on our website and shared broadly with the general public during a fall launch event (final format: hybrid or online only, to be determined, depending on how the situation with regard to COVID- 19 evolves).
● SSMC’s full 2021 Report on Equitable Housing is available on our website at:
https://sustainablesanmateo.org/home/indicators/2021-key-indicator-report/ ● Other online indicators can be accessed on our website. For the most recent reports, please go to:
https://sustainablesanmateo.org/home/indicators-report-search/ ● In addition to the Key Theme, which is covered in depth, other indicators within the report remain fairly consistent year to year and we present the most recently updated statistics on our website and/or update when necessary and feasible.
● With each update, SSMC typically produces a brief printed summary of selected highlights. For this year, we plan to share electronic versions of these summaries. These summaries will be emailed to city clerks throughout San Mateo County for distribution to each city’s staff, Council Members, and commissioners. ● During summer 2022, we will release the first results of our newest program, the Dashboard project.

The Dashboard project will share results on thirty key metrics collected for each city and town in our county. These metrics are part of eleven key sustainability areas or dimensions, which aim to touch upon all “3 E’s”. In conjunction with our Sustainability Ideas Bank, which provides solutions to increase sustainability, our hope is that this will be a useful tool for our cities to track their own sustainability performance over time and will equip them with the resources to both get access to and share effective sustainability solutions (policies, ordinances, programs, processes, contracting language and more). This has been a highly collaborative and evolving project, with a high degree of input from all the cities’ sustainability managers. Preliminary results and next steps were presented at past RICAPS meeting In 2021 and during one on one discussions with each city and town conducting during Q1 and Q2 of calendar year 2022.
● Indicators funding also supports our outreach events, which includes digital newsletters, social media, presentations to groups and elected officials, tabling events and, since April 2020, monthly Virtual Happy Hours focusing each month on a different sustainability topic. Event pictures, blogs and slides are posted on our website. Videos from past events can be found on our YouTube channel and are shared through our email newsletters and other social media channels.

EVALUATION:
● SSMC Events: Our most recent events for the general public were held on May 11 (Annual Awards Celebration, featuring Peninsula Clean Energy’s second Annual All-Electric Leader Award winners in addition to our own awardees) and on June 8 (June Happy Hour on the following topic: “The Future of Public Transit”). . We typically have about 40 people attending our monthly Happy Hours, although

Grant Report FY2021-22
SSMC – Indicators Reports p.3/5
we’ve seen much higher numbers too, depending on the topic. For example, for our April 20221 Happy Hour on the topic of “High Voltage - Low Impact Buildings: Electrification Efforts in San Mateo County”, more than 100 people registered (estimated attendance number: ca. 72 people).

Our 2021 Indicators Fall Launch event was fully online with all IR brochures and reports available electronically only (no hard copies), to adjust to the circumstances with the pandemic. It was held via zoom on October 19, 2021, and featured experts sharing solutions about Equitable Housing. Our panel of experts included Rick Bonilla, Deputy Mayor, San Mateo; Diana Reddy, Council Member, Redwood City; and Matt Franklin, Chief Executive, MidPen Housing. We had 206 registered attendees with 145 actual attendees (70% attendance).

As a comparison, these numbers are in line with previous numbers and the target we were looking to reach (100 attendees). In 2020, we had over 100 attendees (103). In 2019, we had 110 attendees (we ended up being above full room capacity) and in 2018 we had about 100 attendees. Both past events were luncheon events, as opposed to the launches in 2020 and 2021, which were both virtual events.

We plan to return to an in-person luncheon format this Fall, depending on how the situation with Covid evolves. We will continue to closely monitor the situation and will follow the official guidelines and recommendations issued by the County of San Mateo.

In addition to our own events, we continue to seek opportunities for mutually beneficial partnerships, as evidenced by us co-sponsoring a Congressional Forum (on the topic of climate & the environment) with Citizens’ Climate Lobby, Thrive and Acterra in April 2022. We invited all the candidates for CA’s 15th Congressional District to join. The candidates who confirmed they will be there were: E. Beach, D.

Canepa, G.Mattammal and K. Mullin. Also in April, we participated in the “We Love Earth Festival” on Saturday April 16th, held at the Flood Park in Menlo Park, near the disadvantaged Belle Haven community. We joined over 40 exhibitors and had some great interactions with interested people stopping at our booth. Like-minded nonprofit 350 Silicon Valley was the main Event Coordinator. We are happy to be part of our cities and towns green festivals and events when time and resources permit and encourage Colma to let us know if and when our presence might be requested.

Please note that we do not currently collect address information from event attendees and so are not able to gauge the participation from any one jurisdiction, though we continuously look for ways to widely promote these events, notably by campaigns via social media (Facebook, Nextdoor, Instagram, Twitter, etc.), both paid and unpaid, and press releases and advertisements in the online press (The Patch and the Daily Journal), as well as cross-advertising with other nonprofits with a similar mission, and request to have our announcement published in the cities’ newsletters. We regularly perform post- event evaluations to gauge how well the speakers and information presented were received, as well as whether actionable insights were gained and suggestions for future events. Our Indicators Committee, Program Manager and staff use the responses to continuously improve the report and events. ● Website and Online Communications: In addition to posting our Indicators Report on our website, we share them through our email newsletters and social media channels. We have close to 3,000 email subscribers representing over 2,500 households on our mailing list and over 2,280 Twitter followers and close to 600 Instagram followers; the majority of these are individuals who live and/or work in San Mateo County. In addition, we consistently post on our Facebook and LinkedIn accounts and are making a deliberate effort to further develop SSMC’s social media presence. For example, the Instagram

Grant Report FY2021-22
SSMC – Indicators Reports p.4/5
account we set up at the end of January 2020 now has grown by about 30% over the last year (triple the amount compared to one year ago) and we continuously keep up our efforts to reach younger audiences.

The Indicators Report program, together with all our other key programs and events, is also mentioned in our third annual Impact Report (it has an active link bringing the reader directly to the report), released in January 2022 and accessible online here.

• Printed Summaries: For FY 2021-22, the decision was made once again not to print any summary brochures of the Indicators Reports, due to the Covid situation. We did, however, distribute the electronic summaries extensively with all our local governments, including Colma. Our social media outreach was very robust and we also distributed our links to our key partners (incl. Thrive, Acterra, CEC Burlingame, Chambers of Commerce, etc.). Contacts at several cities have informed us that their staffs eagerly review the materials, and many report recipients have remarked on the quality of the content and design.

• Presentations and Community Outreach: SSMC’s Indicators Report is also featured in our community outreach and our 2021 Impact Report. For 2021, in addition to the full report and the summary brochure, we also created an Executive Summary where the key findings are captured. All of these documents are available for free to all on our website. We offer presentations to community groups upon request outline all our key programs, including the Indicators Report, while speaking at City Council meetings on matters related to sustainability.

We also have been historically sharing Indicators Summaries and information at events such as our annual Awards Dinners, at community fairs (such as Earth Day events and sustainability job fairs at local colleges and universities) and sustainability events with partner organizations. Last year, due to the continued Covid-19 situation, most of these were moved to a virtual format, except for a few in-person events, like the outdoors Earth Festival event at the park. Additionally, SSMC regularly participates in several collaborative efforts which help inform our Indicators work, including, but not limited to:
o Regionally Integrated Climate Action Planning Suite (RICAPS) o Spare the Air’s local San Mateo County Resource Team
o Fossil Free Buildings in Silicon Valley Campaign (led by local non-profit Menlo Spark) o C/CAG’s Resource Management and Climate Protection Committee (RMCP)

FUNDING:

Colma’s $1,000 contribution to the Indicators Program in FY2021-22 represented less than 2 percent of our program funds for the Indicators, and less than 1 percent of the total revenue for the organization.

Please note that the program funds include only the direct expenses of program staffing and event costs. Indirect costs, including office space, technology (website and computers) and supplies, outreach and the Executive Director (whose Indicators program support responsibilities represent about 30 percent of her time), are listed as general operating expenses. Program revenues raised above the direct program costs support these general operating expenses, as do donations and membership contributions from businesses and individuals, and the proceeds from various fundraisers, including our annual auction. In 2022, the Virtual Awards Event was held on May 11, while the Virtual Auction was live online from May 4 to 15th.

Compared to our other city contributors, Colma’s FY2021-22 $1,000 contribution is situated in the lower to mid-range (8 cities contributed at higher levels, 7 at the $1,000 level). Currently, all but three cities/towns in San Mateo County fund the Indicators Program.

Grant Report FY2021-22
SSMC – Indicators Reports p.5/5

Program Budget FY2021-22
Revenue FY 2021-22
Local governments $51,790
Foundations & Corporations / Event Sponsors * $2,000
Individuals * $0
Total $53,790

Direct Expenses FY 2021-22 (effective)
Contract Program Staff $24,855
ED oversight: ** $19,200
Website Content and Upgrade $6,075
PR material for event $116
Event (Venue rental, food & drink) $0
Total $50,246

Indirect Expenses *** $4,940
*Event held virtually.
**Executive Director’s direct program’s oversight (approx. 30% of time) include: research/content to IR; report editing; event organization; staff management; report distribution & promotion. ***Indirect Expenses cover Administrative Assistant’s time (20%: $3,388), rent, insurance, general office material and outreach.

We would like to take the opportunity to express our appreciation to the Town of Colma for its steady support of our programs over the past few years. We deeply appreciate Colma’s ongoing and long-time support, which allows us to work toward fulfilling our vision of “a sustainable future for everyone in San Mateo County.” Now more than ever, we rely upon your support to allow us to broaden and deepen our programs and give sustainability the voice and attention it truly deserves. We respectfully ask that for FY22-23, the Town of Colma considers supporting us at the full amount requested, $5,000. This is the minimum amount that SSMC needs to cover the cost of providing our annual Indicators Report and ongoing policy updates to Colma. Belmont, Brisbane, San Carlos, San Mateo and South San Francisco all supported us at this level in 2021.

We look forward to your renewed, important support for the next fiscal year and to partnering with Colma on future events.

Thank you again.

Sincerely yours,

Christine Kohl-Zaugg
Sustainable San Mateo County, Executive Director

Colma City CouncilSeptember 14, 2022

Colma City Council
September 14, 2022