Agenda — Temecula City Council, November 15, 2022 (part 6 of 6)

California Secretary of State
Business Programs Division
1500 11th Street, Sacramento, CA 95814

THE TEMECULA VALLEY MASTER CHORALE
PO BOX 890204
TEMECULA, CA 92589-0204
Business Amendment Filing Approved
October 6, 2022
Entity Name: THE TEMECULA VALLEY MASTER CHORALE
Entity Type: Nonprofit Corporation - CA - Public Benefit Entity No.: 2268147
Document Type: Statement of Information
Document No.: BA20220949595
File Date: 10/06/2022
The above referenced document has been approved and filed with the California Secretary of State. To access free copies of filed documents, go to b z_fileOnline.sos.ca.00v and enter the entity name or entity number in the Search module.

What's Next?
The most up to date records may be obtained by searching for the Entity Name or Entity Number in the Search module at bizfileOnline.sos.ca. ov.

For further assistance, contact us at (916) 657-5448 or visit bizfile0niine.sos.ca, ov.

Thank you for using bizfle California, the California Secretary of State's business portal for online filings, searches, business records, and additional resources.
0 FY 2022/2023

COMMUNITY SERVICE FUNDING

REINVESTMENT IN TEMECULA
GRANT APPLICATION #
62 THESSALONIKA

FAMILY SERVICES
dba COMMUNITY MISSION OF HOPE

CITY OF TF3MCU1 A,
FISCAL YEAR 2022 M 2023

COMMUNITY SERVICE FUNDING - REINVESTMENT IN TEMECULA

PROGRAM APPLICATION
(Please Print or Type)
DUE ON OR BEFORE: MONDAY, SEPTEMBER 122, 2022
j PROJECT/PROGRAM INFORMATION
Amount Requested: $ $50,000
MAXIMUM ALLOWABLE: $50,000 PER ORGANIZATION
Project/Program Title: CMOH Food & Housing Programs Start Date: 1/1/2023 End Date:6/30/2024 Physical Address of Project/Program: 41760 Rider Way Temecula, CA 92590

INCLUDE IF DIFFERENT THAN ORGANIZATION'S MAILING ADDRESS If Grant is Awarded, Make Check Payable to: Thessalonika Family Services Mailing Address: 38950 Mesa Road Temecula CA 92592-8753

ORGANIZATION AND GEOGRAPHIC AREA SERVED
Name of Applicant Thessalonika Family Services
Organization: dba Community Mission of Hope) Year Founded 1983
Website: [email protected] Social Media: https://www.facebook.com/ConnectedtoHope Number of Paid Staff: 4
Number of Volunteers: 400
Geographic Area(s) the Organization Serves: Temecula, Murrieta,_Wildomar, French Valley, Anza, Aguanga Geographic Area(s) the Project/Program Serves: Temecula NOTE: COMMUNITY SERVICE FUNDING GRANT PROGRAM FUNDING MUST BE EXCLUSIVELY USED TO SERVE TEMECULA.

Contact Name: Allison Willits
Title/Position: Executive Director
Contact Person's Direct Telephone: 951-302-2317 _ Contact Person's Email: allison.willits ancmoh.net

NONPROFIT STATUS
Is this organization incorporated as a nonprofit? Yes ❑x Date of Incorporation as a Nonprofit: 1983 No ❑ IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING
Federal Identification Number: 95-3551068
State Identification Number: Q995764
PRINT OUT AND ATTACH TO THIS APPLICATION VERIFICATION FROM FEDERAL (IRS) AND STATE (FTB) AS FOLLOWS:

1. 0 Attach IRS Deductibility Status using this link: htto:llaops,irs..gov/at)o/eos/

2. © Attach State Entity Status Letter using this link:
https://www.ftb.ce.gov/online/self serve entity -status tt/I d x.a

3. N Attach first page only of most recent IRS Form 990 or attach print out of detailed info about your charity found on this State Registry's Search Tool: http:Itrct.dol.ca.govNeriicatigr�lWeblSearch.aspx7facllitv=Y City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 5 of 13

APPLICATION AUTHORIZATION
Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? No 0 Yes ❑ IF YES, BRIEFLY DESCRIBE. -
Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? No ❑x Yes ❑ IF YES, PROVIDE COUNCIL MEMBER'S NAME AND TITLE WITHIN THE ORGANIZATION:

This Application has been authorized by the organization's:

Executive Committee ❑ Board of Directors ❑x Members -at -Large ❑

MISSION STATEMENT OF ORGANIZATION
BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION/GOALS AND OBJECTIVES.

For more than 12 years, Community Mission of Hope has served Temecula communities through programs that provide meals, housing stability, and individualized Case Management services to some of the region's most vulnerable populations. CMOH's mission is to provide hope through relationships and responsible compassion, meeting the tangible and emotional needs of our clients to help them on the road to self-sufficiency and a better quality of life. We empower our clients by providing food and resources for shelter, employment, and healthcare through a collaborative network of partners and volunteers, supporting our vision to eliminate hunger and homelessness in Southwest Riverside County.

FINANCIAL STATEMENTS

UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAYBE NEEDED UPON REQUEST TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW.

City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 6 of 13

FUNDING SOURCES
CITY OF TEMECULA—SINCE MARCH OF 2020, HAS THIS ORGANIZATION RECEIVED (OR IS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM THE CITY FOR ANY PROGRAM? No ❑ Yes Nx IF YES, PROVIDE BELOW.

NAME OF PROGRAM/PROJECT AMOUNT MONTH + YEAR NAME OF CITY GRANT

FUNDED BY THE CITY GRANTOR SPONSORSHIP FUNDING RECEIVED OR SPONSORSHIP Thessalonika Family Services, dba Rancho
$
Community Improvement
Damacitas; Empowerment Village Computers
5000
November 2021
Designation (CID) Fund
Community Service
Thessalonika Family Services, dba Rancho
$
Damacitas; Empowerment Village Utilities
5000 December 2021
$
Funding Program
Community Improvement
Rancho Reformed Church dba Community
Mission of Hope; new walk-in freezer
5000 December 2021
Designation (CID) Fund
$
$ I
OTHER OUTSIDE SOURCES —SINCE MARCH OF 2020, HAS THIS ORGANIZATION RECEIVED (OR IS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM ENTITIES (NOT INCLUDING THE CITY) FOR THE SAME PROJECT1PROGRAM IN THIS APPLICATION? No ❑ Yes ® IF YES, PROVIDE INFORMATION IN TABLE BELOW.

AMOUNT
NAME OF ENITY I MONTH + YEAR fI

RECEIVED FUNDING RECEIVED
$ $7,500 Riverside County Nonprofit Assistance Fund August 2020 $ $10,000 State Farm Good Neighbor Application January 2021 $ $15,000
Sisters of St. Joseph Healthcare Foundation
April 2021
$ $2,500
Soboba Foundation
June 2021
$ $1,000
ALDI
The Roripaugh Family Foundation
August 2021
September 2021
$ $10,000
$ $2,500
Morongo Band of Mission Indians
April 2022
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 7 of 13

GRANT PROJECT/PROGRAM DESCRIPTION

IMPORTANT - RECEIPTS/INVOICES IS REQUIRED TO BE SUBMITTED TO THE CITY TO VALIDATE THE ORGANIZATION SPENT GRANT

FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECT/PROGRAM AS DESCRIBED HERE 11 DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT. I The goal of Community Mission of Hope's (CMOH) Food Distribution and Housing programs is to help the region's most vulnerable and marginalized populations obtain long-term stability. CMOH feeds over 500 at -risk families each month, distributing thousands of pounds of food per year including meal boxes, bread and pantry staples, hygiene and basic household items, and fresh produce to those experiencing food insecurity in Temecula. In addition, we connect families and individuals to job and housing opportunities, helping them navigate financial difficulties. Our Case Managers provide comprehensive, one-on-one assistance to solve a myriad of complex challenges — in the last year, over 5,000 individuals received housing assistance, food, and/or counseling at CMOH. Grant funds will support direct costs associated with our Food Distribution and Housing support programs. 2 DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.

ALSO, INCLUDE A LIST OF GOODS, EQUIPMEMENT, AND/OR SERVICES THIS ORGANIZATION HAS PURCHASED OR PLANS TO PURCHASE WITH AWARDED FUNDS TO SUPPORT THIS PROGRAM/PROJECT.

Support from the City of Temecula will help CMOH maintain our food distribution warehouse in Temecula, as well as upkeep other equipment and continue to provide local food distribution services, including paying drivers, rental fees for food delivery vans, and purchasing workshop supplies and supplemental food items. A portion of this grant will cover direct service positions, supporting the staff who deliver key program initiatives, as well as volunteer training costs — we rely on over 100 volunteers who sort and distribute food to our community on a weekly basis. Finally, grant funds will also support CMOH's various Housing programs, including capital expenditures to improve our classroom and childcare spaces at Empowerment Village —a residential program for homeless single mothers and their young children.
3 TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.

One of CMOH's greatest strengths is our commitment to the health and well-being of vulnerable families and individuals in Temecula, which is the cornerstone of our programs. CMOH serves 2,200 clients annually who are referred through several collaborative partnerships throughout the City, including partnerships with local churches, word of mouth, and via the Homeless Outreach Team at the City of Temecula. Our clients reflect the Counties' demographics, with approximately 35% being Caucasian, 30% Hispanic, 5% African American, and 8% Asian. 90% of those served are low-income; 33% have experienced homelessness; and 22% are veterans. Our programs offer services and resources to help these clients achieve long-term and sustainable success —to give them hope for the future and to change the trajectory of their lives.
3b ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 1 2000
3c ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM:
400
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 8 of 13

PROJECT/PROGRAM DESCRIPTION

CONTINUED
4 SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS. $50,000 in support from the City of Temecula for CMOH's Food and Housing Programs will allow us to offer over 2,000 vulnerable community members in Temecula access to nutritious food, as well as connections to other valuable resources, including employment support and housing opportunities. 5 IF APPLYING FOR MORE THAN $5,000, PLEASE EXPLAIN HOW THE COVID-19 PANDEMIC

AFFECTED THIS NONPROFIT ORGANIZATION'S ABILITY TO SERVE THE TEMECULA COMMUNITY. YOU MAY ALSO INCLUDE INFLATIONARY CONCERNS.

Sadly, economic uncertainty and financial devastation is on the rise as homelessness, food insecurity, and rates of unemployment were exacerbated by the COVID-19 pandemic. CMOH clients continue to face difficulty paying for basic needs such as food, childcare, and transportation, resulting in significant setbacks toward achieving and maintaining financial and family independence. While the global health crisis had an immediate and devastating impact in high need communities across Temecula, the rising costs of food, housing, and transportation continue to take a toll. Today, more families than ever before are turning to CMOH as we remain steadfast in our commitment to helping those in need. This increase in demand coupled with rising costs, necessitates that we raise more funding to serve the community. 6 IF APPLYING FOR MORE THAN $5,000, EXPLAIN HOW FUNDS HAVE OR WILL:
(1) CREATE NEW PROJECT/PROGRAM, (2) EXPAND EXISTING PROJECT/PROGRAM, AND/OR (3) CONTINUE EXISTING PROJECT/PROGRAM.
$50,000 in support from the City of Temecula will allow CMOH to continue our Food Pantry and Housing Programs. These programs make a positive difference in Temecula by improving social conditions, promoting human welfare, and alleviating pain and suffering through vital safety -net services, which help our community's most at -risk populations. To provide services and create equitable and inclusive opportunities for our clients to thrive, CMOH annually spends over $2,700,000 on program costs, funded primarily through the generosity of the philanthropic community and in -kind donations. With your support, CMOH will be able to continue to provide comprehensive and crucial services, designed to help those in need build a pathway to lifelong self-sufficiency.

City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 9 of 13

PROJECT/PROGRAM BUDGET (do not fill in shaded areas)

LINE ITEMS FOR PROJECT/PROGRAM REVENUES EXPENSES

LIST REVENUES/INCOME FOR PROJECT/PROGRAM
Amount of money requested from this City of Temecula
$ 50,000
Community Services Grant (Not to exceed $50,000)
$ 0
Amount contributed to the Project/Program by the Applicant Organization
$
1,056,050
Other grants or funding already awarded for Project/Program, if any In -Kind match amount or volunteer credit hours estimated amount $ 1,636,378
TOTAL REVENUE $ 2,742,428

LIST OF EXPENSES FOR PROJECT/PROGRAM
Tools/Equipment $ 78,286
Facilities/Rent/Insurance $ 144,820
Supplies $ 87,720
Marketing $ 2,000
Services
$ 129,500
Food
1,500,000
Other
$ 250,000
$
Staffing Expense THIS IS INELIGIBLE TO BE FUNDED BY CITY'S GRANT; HOWEVER PLEASE INCLUDE.
550,102

TOTAL EXPENSES
$2,742,428
$2,742,428
TOTAL BUDGET $2,742,428
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 10 of 13

ACKNOWLEDGEMENT/SIGNATURE PAGE
The applicant acknowledges and agrees to the following; ■ Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
■ Every Community Service Funding application is considered individually and on its own merit. ■ Awards will be given to organizations and activities that directly benefit the residents of Temecula. ■ Funding is not immediately available to the recipient, and requires an award letter signature upon approval.

Please allow time for checks to be processed.
■ The awarding of Community Service Funding does not constitute an automatic annual allocation. ■ The recognition for Community Service Funding should accrue to the City of Temecula. ■ Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot.
■ The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. ■ If awarded a Community Service Funding Grant by the City of Temecula last year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I/we hereby certify the information contained in this Application is true to the best of our knowledge and belief.

ORGANIZATION NAME: Thessalonika Family Services dba Community Mission of Hope) MAILING ADDRESS: 38950 Mesa Road
Temecula, CA 92592-8753
PRESIDENT / AUTHORIZED OFFICER:

SIGNATURE:

IF DIFFERENT THAN ABOVE,
APPICATION PREPARED BY:

Allison Willits

PRINT NAME

PRINT NAME
PHONE: (951) 302-2317
EMAIL. [email protected]
DATE: Se
Executive Director
TITLE
ber 12, 2022

MONTH, DAY, YEAR
TITLE
SUBMIT ORIGINAL APPLICATION BY MONDAY, SEPTEMBER 12, 2022, TO:

City of Temecula
Community Service Funding
Attn: City Manager's Office
41000 MAIN STREET
TEMECULA, CA 92590
Questions: [email protected] (951) 694-6413
[email protected] (951) 693-3959
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 13 of 13

INTERNAL REVENUE SERVICE
District Director
C/o McCaslin Industrial Park
2 Cupania Circle
Monterey Park, CA 91754
Attn:EOG-4
Department of the
Date,, iAVG 2 ® 1993
Treasury
lri��'ii ��•%r t�ir l�•- f'
�•�
AUK 2 u 1993
Employer Identification Number,
Thessalonika Family Services, Inc. 95-•3551068
P.Q. Box 890326 Case Number:

Temecula, CA 92589-0325 953203009
Contact Person:

R. Howard
Contact Telephone Number:
(213) 725-7002
Our Letter Dated:

May 7, 1988
Caveat Applies:

No
Dear Applicant:

This modifies our letter of the above.date in which we stated that you would be treated as an organization which is not a private foundation until the expiration of your 60 month termination of private foundation status period under section 507(b)(1)(a), Based an 'the information you submitted-, we have determined that you are not a private foundation within the moaning of section 509(a) of the Internal Revenue Code, because you are an organiza- tion of the type described in section 170(b)(1)(A)(vi), Your exempt status as an organization described in Section 501(c)(3) of the Internal Revenue Code is still in effect, Grantors and contributors may rely on this determination until the InternR) Revenue Service publishes notice to the contrary.

However, a grantor or a contributor may not rely on this determination if he or she was in part responsible for, or aware of, the act or failure toact that resulted in your loss of section 509(a)(1) statue, or acquired Knowledge that the Internal Revenue Service had given notice that you would be removed from classification as a section 509(a)(1) organization.

If we indicated in the heading of this letter that an
addendum applies, the -addendum enclosed is an integral part of this letter, Because this letter could help resolve any questions about your private foundation status, please keep it in your permanent reco rCds ,
I

If you have any questions, please contact the person whose name and telephone number are shown above.

Sincerely yours,
n
Mirzdin�9-1-11
C el
District Director
1050(CG)
L

STATE OF CALIFORNIA

FRANCHISE TAX BOARD
F'B PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
Date: 2/4/2020
ESL ID: 6357089984
According to our records, the following entity information is true and accurate as of the date of this letter.

Entity ID: 0995764
Entity Name: THESSALONIKA FAMILY SERVICES
0 1. The entity is in good standing with the Franchise Tax Board,

2. The entity is not in good standing with the Franchise Tax Board. 0 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d ❑ 4. We do not have current information about the entity.

The above information does not necessarily reflect:

The entity's status with any other agency of the State of California or other government agency. • If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or the entity did business in California at a time when it was not qualified or not registered to do business in California:
o The status or voidability of any contracts made in California by the entity at a time when the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). o For entities revived under R&TC Section 23305b, any time limitations on the revivor or limitation of the functions that can be performed by the entity.

Connect With Us
Web: ftb.ca.gov
Phone: 800.852.5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916.845.6500 from outside the United States
TTY/TDD: 800.822.6268 for persons with hearing or speech impairments FTB 4263A WEB (REV 02-2019)

Form 990
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Departme4 nt of 0 Treasury I- Do not enter social securily numbers on this form as it may be made public.

Intdrrurl nevenuo Snrvlca ► Go to www,Irs.pov11`brri for instructions and the latest information. orna No,154s-ao4?
2020
Open to Public
Inspection
A For the 2020 calendar year, or tax year beginning 7/ 01 , 2020, and ending 6/30 , 202021 13 Check it applicable c D Employer identification number JE Address change Thessalonika Family Services Inc. 95-3551068 Name change 38950 Mesa Road E Telephone number
Initial return Temecula, CA 92589
951 302-2317
r I I i
na re urn temmnated
Amended return G Gross receipts $ 537 362.

Application pending F Name and address of principal officer. Nicole Albrecht H(a) Is this a group return for subordinates? yes No Same As C Above H(b) Are all subordinates included? Yes No I Tax-exempt status: X 50i C 3 501 C - IF "No," attach a list. See instructions P ()() () [ } (insert no.) 4947(a)(1) or 527
J Website: ► www.4kidsf1r8t.or %O Group exemption number ► K Form of organization: )C eorporalion LlTrust AssociationLl Other' L Year of formation: 1980 1 M State of legal domicile: CA Part. I I SItlTlmary
t Briefly describe the organlrattlan's mission or most significant activities: To break the generational a ele of abuse �and_cverty�by_ em�owerir�g at_risk,_ sing b mothers with you�tg_ children and individuals with a history af_fnster care_or child abuse. -- - - - 5 2 Check this box ► if the organization discontinued its operations or disposed of more than 25% of its net assets. --_ _ — _ _ _ _ (7
3 Number of voting members of the governing body (Part VI, line la) ................................... 3 8 da
v,
4 Number of independent voting members of the governing body (Part VI, line 1 b), - . .. . . . . . . ............. 4 5 Total number of individuals employed in calendar year 2020 (Part V, line 2a)........................... 5 8 6 Total number of volunteers estimate if necessary) . 6 0 .0
z
Q
7a Total unrelated business revenue from Part VIII, column (),.,,......, line 12...... . . ................ . ........ 7a 0.
b Net unrelated business taxable income from Form 990- f, Part I, line 1 1.. . . .. . . .... . . .... . ....... . ..... 7b D.- Prior Year
Current Year
ro
8 Contributions and grants (Part VI 11, line 1 h).......... -. , .. , .... , , .................. 406r637.
475 361.
d9
Program service revenue (Part VIII, line 2g) .. ,... , . 55,910.
61 996.
iu
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d)....... , .... _... _....... 324.
••2 gg6
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and l le) ................ -30 546.
-4 206.
12 Total revenue — add lines 8 through 11 (7nust equal Part VIII, column (A), line 12)..... , 432, 325.
530 155.
13 Grants and similar amounts paid (Part IX, column (A), lines 1-3).................. . .. . 18,462.
5,000.
14 Benefits paid to or for members (Part IX, column (A), line 4) , , , , ........... . . . ...... . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) , , ... , 510,131.
373 521.

N
w
16a Professional fundraising fees (Part IX, column (A), line 11a). „ .. ..... .

Lb
b Total fundraising expenses (Part IX, column (D), line 25) 1 134, 434. 271 238.
306 167.
17 Other expenses (Part IX, column (A), lines 11a-11d, l lf-24e)— ....................... 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25):............ 799 831.
684 688.
19 Revenue less expenses. Subtract line 18 from line 12. ... . . . .. . .....:. , , ....... , ..... -367 506 .
-154 533.
ti 1
Beginning of Current Year
End of Year
'1120
Total assets (Part X,linel6).,,,.;:,,:,.
2,003,116.
1,774,370.
le
11 21 Total liabilities (Part X, line 26).- ;;;;: :,,,.;::.,:„::,::;,,,;i„-i,,,- 22 Net fund
306, 733.
232, 520.
assets or balances. Subtract line 21 from line 20............................ 1 696,383.
1 , 541 850.
rpll 11 1 AI rlaturC ulvGR
under pwaltios of penury, I declare [hat I harm dxamined this return, includ➢ng accompanying WhO Wes and statements, WW to the best of my knowledge and belief, it is true, correct, and cWnplele- Declaration of preparer (other thmi olfiCPr) is based on all 011110malion of which olreddrer has anv knnwletim.

Sign
5"lure of aHwer
041u
Here
Nicole Albrecht_
Treasurer
ypO or print name Arid uite
Print/Type preparer's name Preparer's signature
Check
If PTIN
Paid
Michael Klein CPA Michael Klein CPA
JDate
sell -employed
P01084572
Preparer
Firm's name ► MPK Advisors & CPAs
Use Only
Firm-soddress ► 30141 Antelope Rd Ste D681
Firm'sEIN -
85-1568243
Menifee CA 92584
Phone no, 951-763-7970
May the IRS discuss this return with the preparer shown above? See instructions ......................................:

JXJ Yes I I No
BAA For Paperwork Reduction Act I11109cal see the separate instructions. rEEA01 oLL 0111901
Form 990 (2020)

FY 2022/2023

COMMUNITY SERVICE FUNDING

REINVESTMENT IN TEMECULA
GRANT APPLICATION #
63 VETERANS SUPPLEMENTAL

SUPPORT NETWORK (VSSN)

CITY OF TEMECULA
FISCAL YEAR 2022.2023

COMMUNITY SERVICE FUNDING - REINVESTMENT IN TEMECULA

PROGRAM APPLICATION
(Please Print or Type)
DUE ON OR BEFORE: MONDAY, SEPTEMBER 12, 2022

PROJECT/PROGRAM INFORMATION
Amount Requested: $ 10.000 MAXIMUM ALLOWABLE: $50,000 PER ORGANIZATION Project/Program Title: Storni2iici!l!p-Voteranou�fea�uStart Date: 1'Vt/2o22 End Date: i2w/202s Physical Address of Project/Program:

INCLUDE IF DIFFERENT THAN ORGANIZATION'S MAILING ADDRESS If Grant is Awarded, Make Check Payable to: TERA u P
Mailing Address: 41593 Winchester Rd Ste 200

ORGANIZATION AND GEOGRAPHIC AREA SERVED
Name of Applicant
Organization: Year Founded: 2011
Website: Vetsuppgrtnetgra Social Media: tj=r rn T 1
Number of Paid Staff: 3 Number of Volunteers: 537
Geographic Area(s) the Organization Serves: Temecula, Murri t Wil m r Menfta Geographic Area(s) the Proiect/Program Serves: T-emecUll, Murrieta. Wildomar. Menifee NOTE: COMMUNITY SERVICE FUNDING GRANT PROGRAM FUNDING MUST BE EXCLUSIVELY USED TO SERVE TEMECULA.

Contact Name: Sue Kennedy Title/Position:

Contact Person's Direct Telephone: _9E1-821-8776 Contact Person's Email:

NONPROFIT STATUS
Is this organization incorporated as a nonprofit? Yes Date of Incorporation as a Nonprofit:

NO ❑ IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING
Federal Identification Number: a-2705469 State Identification Number: CT0260255 PRINT OUT AND ATTACH TO THIS APPLICATION VERIFICATION FROM FEDERAL (IRS) AND STATE (FTB) AS FOLLOWS:

1. 0 Attach IRS Deductibility Status using this link: http://apps.irs.pav/app/eos/

2. 14 Attach State Entity Status Letter using this link:
https://www.ftb.ca.apv/Qnline/self serve entity status letter/index.as

3. 0 Attach first page only of most recent IRS Form 990 or attach print out of detailed info about your charity found on this State Registry's Search Tool: http://rct.doj.ca.govNerification/Web/Search.aspx?facility=Y City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 5 of 13

Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? No Yes ❑ IF YES, PROVIDE COUNCIL MEMBER'S NAME AND TITLE WITHIN THE ORGANIZATION:

This Application has been authorized by the organization's:

Executive Committee ❑ Board of Directors Members -at -Large ❑

MISSION STATEMENT OF ORGANIZATION
BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION/GOALS AND OBJECTIVES. is to end and prevent suicide and hard hi s within the military and veteran community.

FINANCIAL STATEMENTS

City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 6 of 13

FUNDING SOURCES
CITY OF TEMECULA—SINCE MARCH OF 2020, HAS THIS ORGANIZATION RECEIVED (OR IS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM THE CITY FOR ANY PROGRAM? No ® Yes ❑ IF YES, PROVIDE BELOW.

NAME OF PROGRAM/PROJECT AMOUNT MONTH + YEAR NAME OF CITY GRANT

FUNDED BY THE CITY GRANT OR SPONSORSHIP FUNDING RECEIVED OR SPONSORSHIP $
$
$
OTHER OUTSIDE SOURCES —SINCE MARCH OF 2020, HAS THIS ORGANIZATION RECEIVED (OR IS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM ENTITIES (NOT INCLUDING THE CITY) FOR THE SAME PROJECTIPROGRAM IN THIS APPLICATION? NO ❑ Yes Pf IF YES, PROVIDE INFORMATION IN TABLE BELOW.

AMOUNT
MONTH + YEAR

RECEIVED

NAME OF ENITY

FUNDING RECEIVED
$ 10,0000
The Inland Empirgi FoLLn_gation

11.20 $ 20,000

4.20, 4.21 44 222

5.1.2022
LIE Cor ora a Fund
$ 10.000
Event fUndraising
$ 6.000
DCH Kia

7.1.2022
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 7 of 13

GRANT PROJECT/PROGRAM DESCRIPTION

IMPORTANT- RECEIPTS/INVOICES IS REQUIRED TO BE SUBMITTED TO THE CITY TO VALIDATE THE ORGANIZATION SPENT GRANT

FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECT/PROGRAM AS DESCRIBED HERE 1 DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT, VSSN's Stomp the Stigma hosts military and veteran family outreach resource events to include, the annual Winter Wonderland, Cards for Vets, Daisy Monument Walk, and the Hiring and Volunteer Fair.

All events are designed to provide life-saving and transforming resources for military and veteran families living in Temecula.

VSSN events provide direct food and toiletry support, mental health, job, business, and wellness coaching, toys, holiday meal boxes, appreciation cards from over 3000 Temecula students and residents in addition to direct connections to homeless prevention, mental health, housing, education, VA benefits, and local government resources. 2 DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.

ALSO, INCLUDE A LIST OF GOODS, EQUIPMEMENT, AND/OR SERVICES THIS ORGANIZATION HAS PURCHASED OR PLANS TO PURCHASE WITH AWARDED FUNDS TO SUPPORT THIS PROGRAM/PROJECT.

The funding if awarded would be used for..

Storage Unit Rental Space: $1812.00
Equipment Rental for Events (tables, chairs, linen,
pipe and drapes): Average event cost $6800
Postcards Printing & Distribution (Cards for Vets):
10x10 canopies, sandbags,
$1388
3 TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. + EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.

Each VSSN outreach team tracks guest residencies and other verification data. All mentioned events are planned and organized with Temecula Valley School District's JROTC programs, an( school site leaders along with Temecula -based community organizations help to ensure that Temecula residents are shared information.
202V2022 guest attendance from Temecula Residents
Daisy Walk 4/2022- 487 out of 601
Hiring Fair 10/2021- 5944 out of 7431
Cards for Vets 11/2021- 2880 out of 3200 (volunteers)
Winter Wonderland 12/2021- 2387 out of 2532
3b ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT l FROM THIS PROJECT/PROGRAM11698: 1 3c ESTIMATED NUMBER OF VOLUNTEERS INVOLVED 1N THIS PROJECT/PROGRAM: I 520 City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 8 of 13

PROJECT/PROGRAM DESCRIPTION

CONTINUED
4 SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.

For over 10 years VSSN has partnered with Temecula Valley schools and community partners to host its signature Veteran outreach resource events, including the annual Winter Wonderland, Cards for Vets, Daisy Monument Walk, and the Hiring and Volunteer Fair.

These events provide engagement opportunities, direct aid, and resource connections to over 11,000 Temecula Valley residents.
5 IF APPLYING FOR MORE THAN $5,000, PLEASE EXPLAIN HOW THE COVID-19 PANDEMIC

AFFECTED THIS NONPROFIT ORGANIZATION'S ABILITY TO SERVE THE TEMECULA COMMUNITY. YOU MAY ALSO INCLUDE INFLATIONARY CONCERNS.

When the COVID-19 pandemic hit, VSSN, or Veteran Supplemental Support Network, serving low- to moderate -income (LMI) veteran families sprung to action to provide vital services. These services included food deliveries, virtual mental health readjustment, suicide prevention case management, and resource and referrals. Our core vertical or program is VSSN's Outreach Events. Outreach events fuel our service delivery however events were halted due to safety and budget restrictions.

However, many volunteers continued to play key roles in regular services, as well as various pandemic -related ones, including vaccine education, without adequate funding.

VSSN has funded a small Supplemental Targeted Advance by SBA m 2020 and a Riverside Counly IECF in late 2020, however, the awards were not enough. This created a challenging situation, especially during economic crises, where demand for such services increased while total revenue decreased. VSSN faced significant disruptions during the peak of the pandemic and throughout 20211.

Since the pandemic VSSN experienced a 33% increase in demand and to add to the pie the cost of services has risen with inflation. Unfortunately, with the lack of funding resources we are unable to provide life-saving services (mental health, employment, outreach resources and referral resources).

Ongoing challenges include increased demand for services without a similar affordable increase in the ability to provide services. One leading cause is the rising inflation rate that is continuously impacting in -kind and monetary donations, plus costs such as rent, salaries, gas, vendor costs, permits, and equipment costs.
6 IF APPLYING FOR MORE THAN $5,000, EXPLAIN HOW FUNDS HAVE OR WILL:
(1) CREATE NEW PROJECT/PROGRAM, (2) EXPAND EXISTING PROJECT/PROGRAM, AND/OR (3) CONTINUE EXISTING PROJECT/PROGRAM,
We are applying for $10,000 in supplemental funds to help cover the costs of our well -attended outreach events and increasing warehouse storage fees. If granted the requested amount or any portion thereof the funds will be used to meet the following costs:

Storage Unit Rental Space: $1812.00 (annual)
Equipment Rental for Event outreach events that service Temecula military service -connected residents:
(tables, chairs, linen, 10x10 canopies, sandbags, pipe, drapes, delivery fees): Average cost $6800 Postcards Printing and Distribution (Cards for Vets): $1388 City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 9 of 13

PROJECT/PROGRAM BUDGET (do not fill in shaded areas)

LINE ITEMS FOR PROJECT/PROGRAM REVENUES EXPENSES

LIST REVENUES/INCOME FOR PROJECT/PROGRAM
Amount of money requested from this City of Temecula $
Community Services Grant (Not to exceed $50,000) 10,000 Amount contributed to the Project/Program by the Applicant $ 5000 Organization
Other grants or funding already awarded for Project/Program, if any $ 36,000 In -Kind match amount or volunteer credit hours estimated amount $ 122,699 TOTAL REVENUE $ 173,699

LIST OF EXPENSES FOR PROJECT/PROGRAM
Tools/Equipment
Facilities/Rent/Insurance
Supplies
Marketing
Services
Food (tyically donated or inkind)
Other as cards transportation)
$ 25400
$ 6048
$ 5490
$ 10513
$ 46848
77,000
$ 2400
Staffing Expense , THIS IS INELIGIBLE TO BE FUNDED BY CITY'S GRANT; $ HOWEVER PLEASE INCLUDE.

TOTAL EXPENSES $ 173,699
TOTAL BUDGET $ 173,699 $ 173,699
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 10 of 13

PREVIOUS* FISCAL YEAR (FY) 2021-2022 COMPLIANCE REPORT
IF YOUR ORGANIZATION WAS NOT AWARDED A COMMUNITY SERVICE FUNDING GRANT IN FY 21122 (LAST YEAR), THEN SKIP THIS PAGE.

If your organization was awarded a Community Service Funding Grant in FY 2021-2022 l(last year) by the City of Temecula, please submit this information.

If your organization was awarded a Community Service Funding Grant in Fiscal Year 2021-2022 by the City of Temecula, all grant funds received must have been expended anytime on or between July 1, 2021, and June 30, 2022. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation may jeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent.

If the funds were not spent in accordance with the approved/awarded application, the organization will be required to return the amount of funds to the City. To substantiate that Fiscal Year 2021-2022 funds received from the City were spent appropriately, proper back-up documentation including the completed table below with accompanying receipts/invoices, must be submitted to the City on or before due date: September 12, 2022.

1. Fill out table below (make additional copies if needed to explain all expenditures.)

2. Attach copies of receipts/invoices (in the same order as listed in this table.)

3. Send to: City of Temecula, 41000 Main St., Temecula, CA 92590 Attn: City Manager's Office— CSF EXPENDITURE REPORT due on or before September 12, 2022
Organization. Name of Project/Program:

FY 2021-2022 Amount of $
CSF Grant Fund Awarded: Month & Year CSF Grant Received from City:

Number of Beneficiaries Living in 92590, 92591, 92592 that Directly Benefitted from this Program/Project (approximate number of beneficiaries if you do not have precise number):

E 1 Expenditure
0' Name of Company Rece pt/I voice Description Purpose
a« = on Receipt or Invoice MUST BE ON OR BETWEEN Amount DESCRIBE THE EXPENDITURE PURPOSE OF EXPENDITURE JULY 1, 2021 - JUNE 30. 2022
1 4
5 f
I*I
City of Temecula
P

EXPENDITURE TOTAL EXPENDITURE TOTAL MUST BE EQUAL TO
(OR GREATER) THAN TOTAL AWARD AMOUNT
Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 11 of 13

FISCAL YEAR (FY) 2022-2023 COMPLIANCE REPORT
If your organization is awarded a Community Service Funding - REINVESTMENT IN TEMECULA Grant in FY2022-2023 b the Cit of Temecula, follow these instructions.

If your organization is awarded a Community Service Funding Grant - REINVESTMENT IN TEMECULA in FY2022-2023 by the City of Temecula, all grant funds received must be expended anytime on or between March 20, 2020 and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation may jeopardize any funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved/awarded application, the organization may not receive and/or will be required to return said amount of funds to the City. To substantiate that grant funds from the City are spent appropriately, proper back-up documentation including the table below with accompanying receipts/invoices, must be submitted to the City as outlined on this page.

1. Fill out Expenditure Report table below. Make additional copies if needed to explain all expenditures.

A. If awarded $5,000. Submit the following Expenditure Report within 60 days after spending $5,000 no later than June 30, 2024, to demonstrate grant funds were spent in accordance with the Application. [If you were awarded less than $5,000, submit Expenditure Report for that amount.)
B. If awarded grant funds exceeding $5,000. A) Follow AI A above first. B) To receive grant funds exceeding $5,000 (between S5K-S50K), submit the following Expenditure Report to be reunbursedforthe remaining balance of award to demonstrate funds were spent in accordance with the Application. This report can be submitted in $10,000 increments (but no less than $10,000 unless the remaining grant award funding amount is less than $10K). This report must be submitted to the City no later than June 30, 2024 to receive remaining grant funds.

2. Attach copies of receipts/invoices (in the same order listed in table below).

3. Send to:

Organization.

City of Temecula, 41000 Main St., Temecula, CA 92590,
Attn: City Manager's Dept. "CSF-Reinvestment in Temecula"

EXPENDITURE REPORT DATED
Name of Project/Program:

TOTAL FY 2022-2023 Month & Year FIRST $5,000 check
Amount of Grant Fund Awarded: 5 was received from City:

1. Is this Expenditure Report is to provide documentation for first $5,000 awarded and received? Yes_ or No (already submitted).

2. My organization has already received $ of the total FY 2022-23 Grant Fund awarded by the City

3. Is this Expenditure Report is submitted to request reimbursement of funds? No or Yes If yes, Amount of Request $ Number of beneficiaries living in 92590, 92591, 92592 that directly benefitted from this Program/Project (approximate number of beneficiaries if you do not have precise number) d Date on Expenditure
E Name of Company Receipt/Invoice MUST SUPPORT PROJECT/PROGRAM IN APPLICATION & AWARD LETTER E on Receipt or Invoice MUST BE ON OR BETWEEN +
a Z March 20, 2020 - JUNE 30, I Amount Description Purpose 2024
:'
R h
3 EXPENDITURE TOTAL $ EXPENDITURE TOTAL
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 12 of 13

ACKNOWLEDGEMENT/SIGNATURE PAGE
The applicant acknowledges and agrees to the following:
■ Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval.

Please allow time for checks to be processed.
• The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot.
• The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • If awarded a Community Service Funding Grant by the City of Temecula last year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I/we hereby certify the information contained in this Application is true to the best of our knowledge and belief.

ORGANIZATION NAME: Veteran's Supplemental Support Network MAILING ADDRESS: 41593 Winchester Rd Ste. 200
Temecula,CA 92590
PRESIDENT / AUTHORIZED OFFICER:

SIGNATURE:�te _

IF DIFFERENT THAN ABOVE,
APPICATION PREPARED BY:

Daisy Tate
PHONE: ( 951 ) 821 8776
EMAIL: [email protected]
Executive Director
DATE: 08/26/2022
Sue Kennedy Executive Director Admin
SUBMIT ORIGINAL APPLICATION BY MONDAY, SEPTEMBER 12, 2022, TO:

City of Temecula
Community Service Funding
Attn: City Manager's Office
41000 MAIN STREET
TEMECULA, CA 92590
Questions: [email protected] (951) 694-6413
Betsy. [email protected] (951) 693-3959
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 13 of 13

STATE OF CALIFORNIA

FRANCHISE TAX BOARD
F T B PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
Date: 8/25/2022
ESL ID: 5205274751
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter.

Entity ID: 3557670
Entity Name: VETERANS SUPPLEMENTAL SUPPORT NETWORK
❑X 1. The entity is in good standing with the Franchise Tax Board.

2. The entity is not in good standing with the Franchise Tax Board.

3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d.

4. We do not have current information about the entity.

El5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

Important Information
This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body.

If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1).

The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b).

Connect With Us
Web: ftb.ca.gov
Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States
California
Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019)

INTERNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201
Date: EP 112013

VETERANS SUPPLEMENTAL SUPPORT

NETWORK
23705 KATHRYN
MURRIETA, CA 92562
Dear Applicant:

DEPARTMENT OF THE TREASURY
Employer Identification Number:
46-2705469
DLN:
17053184319003
Contact Person:

JERRY FIERRO ID# 31119
Contact Telephone Number:
(877) 829-550D
Accounting Period Ending:

December 31
Public Charity Status:
170 (b) (1) (A) (vi)
Form 990 Required:

Yes
Effective Date of Exemption:

April 2, 2013
Contribution Deductibility;
Yes
Addendum Applies:

No
We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records.

Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. We determined that you are a public charity under the Code section(s) listed in the heading of this letter.

Please see enclosed Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization.

Enclosure: Publication 4221-PC
Sincerely,
�J
Director, Exempt Organizations
Letter 947 (DO/CG)

Q HELPB MENU
Home > Tax Exempt 0 ganization Se r h > Veterans Supplemental Support Network W.T.q%n. M-ma
Veterans Supplemental Support Network
EIN: 46-27054691 MuMeta, CA, United States
Other Names

VETERNS SUPPLEMENTAL SUPPORT NETWORK
Determination Letter e
A favorable determination letter is issued by the IRS if an organization meets the requirements for tax-exempt status under the Code section the organization applied.

Final Letters
Publication 78 Data o
Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.

On Publication 78 Data List: Yes
Deductibility Code: PC
Copies of Returns (990, 990-EZ, 990-PF, 990-T) o

Electronic copies (images) of Forms 990, 990-EZ, 990-PF or 990-T returns filed with the IRS by charities and non- profits.

Tax Year 2020 Form 990EZ
Tax Year 2019 Form 990EZ
Tax Year 2018 Form 990EZ
Tax Year 2017 Form 990EZ
Tax Year 2016 Form 990EZ
Tax Year 2015 Form 990EZ
Page Last Reviewed or Updated: 20-November-2020 & Share $ Print

RECEIVED
AUG 31 2022
L i i t .L. S OFFICE

Short Form OMB+Jo V,*,Jn.ti
Form 990-EZ Return of Organization Exempt From Income Tax 2021 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) ► Do not enter social security numbers on this form as it maybe made public. Open to Public Department of the Treasury Inspection
t tqn* v n S ► Go to wwwJrs. ov1Forn199GE7. for instructions and the latest Information.

A For the 2021 calandar year, or tax year beginning 2027 and ending .20 13 Check If applicable: C Name of organlzallon D Employer identification number ❑ Address change VETERNS SUPPLEMENTAL SUPPORT NETWORK 46--2705469 ❑ Name change Number and street (or P O box If mail is not delivered to street address) Room/suite E Telephone number ❑ Initial return
❑ Final return/terminated 23705 KATHRYN ST 951 821-8776 ❑ Amended return City or town, slate or province, country, and ZIP or foreign postal code F Group Exemption n Appdceuonpunding i iMURRICTp CA 92562 Number ►
G Accounting Method: ® Cash ❑ Accrual Other (specify) No. H Check ► © if the organization is not I Website: ►
required to attach Schedule B
J Tax-exempt status check only one - x sor a a1 11501CON ) pnsonno.) 41E4I7(OXII)w s27 Farm 990 .

K Form of organization: © Corporation ❑ Trust Association ❑ Other L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets Part it, column B are $500.000 or mom. file Form 990 Instead of Form 990•EZ . ► $ 31,659 Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part 1) Check if the organization used Schedule O to respond to any questIon in this Part I ....... . .. . ....... . 1 Contributions, gifts, grants, and similar amounts received . . . . . .... . ............... 1 31,859 2 Program service revenue including government fees and contracts. . . .. .. . ... . ... .. . . . 2 3 Membership dues and assessments . . . . . . . . . . . . . . .. . . .. .. .. ... ..... . . . . 3 4 Investment income . . . . . . . . . . . . . . . . . .. . . . . . . . . . . .... . 4 5a Gross amount from sale of assets other than inventory . . . . . .. . . . . . . sa b Less: cost or other basis and sales expenses . . . . . . . . . . . . . . . . . . 5b c Gain or (loss) from sale of assets other than inventory (subtract line 5b from line 5a) . . . . . . . . . . . 5c 6 Gaming and fundraising events:
a Gross income from gaming (attach Schedule G if greater than $15,000) . . . . . . I.6aaI
b Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceeds $15,000) ..... .... m6bl, c Less: direct expenses from gaming and fundraising events . . . . . . . . . . d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) ... . . . . . . . . . . . .. . .. . . . . . . 6d 7a Gross sales of inventory, less returns and allowances .... . 7a b Less: cost of goods sold . . . . . . . . . . . . . . . . . , . . . . . .. 7b c Gross profit or (loss) from sales of inventory (subtract line 7b from line 7a) . . . . . . .. . . . . . . . . . . 7c 8 Other revenue (describe in Schedule O) . . . . . . . . . . . . .. . . .... . . . .. .. . . . . . . . 8 9 Total revenue. Add lines 1, 2, 3, 4, 5c. 6d, 7c, and fl ......... ■ 9 3i 859 10 Grants and similar amounts paid (list in Schedule O} . . . . ...... . .......... . .. . . .. 10 11 Benefits paid to or for members . . . . . . . . . . ... ........ .. . . . . .. .. . . . 11 12 Salaries, other compensation, and employee benefits . .. . . ........ . . .... . . . .. . . .. 12 13 Professional fees and other payments to independent contractors .................... 13 14 Occupancy, rent, utilities, and maintenance . . . .. , . ............ 14 15 Printing, publications, postage, and shipping . . . . . . . ... . .. . . . . . ... . ....... . .. 15 16 Other expenses (describe in Schedule O). . . . . . ... ... . .. . .. ...... .. . ... ... 16 31,859 17 Total expenses, Add lines 10 through 16 . .► 17 31,859 18 Excess or (deficit) for the year (subtract line 17 from line 9) ........... . ............. 18 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with - end -of -year figure reported on prior year's return) . 19 z20 Other changes in net assets or fund balances (explain in Schedule O). . . . . . . . . . . . . . . . . . 20 21 Net assets or fund balances at end of vear. Combine fines 18 through 2a . . ► 21 For Paperwork Reduction Act Notice, see the separate instructions. Form 990-EZ (2021) EEA

Form990-EZ 2025 VETERNS SUPPLEMENTAL SUPPORT NETWDRK 46-2705469 Page 2 Part IE Balance Sheets (seethe instructions for Part II) Check if the or anizallon used Schedule O to respond to any question in this Part II , .

A 13e innin of year End of year
22 Cash, savings, and investments . . . . .. . . . . ... . ... ..... .. . .. ... .. 0 221 0 23 Land and buildings . . . . . . .. . . . .... . . ... .. .. ........... . . . , 0 23 0 24 Other assets (describe in Schedule O) ... . . .. . . . . ........ .. .... . , , 0 24 0 25 Total assets . . . . . . . . . . . . . . . ... . . ... .. . . ....... ... . . . . . 0 25 0 26 Total liabilities (describe in Schedule O) .... ...... .. ... .... . ...... .. 0 26 0 27 Net assets or fund balances line 27 of column H must a ree with line 2] . 0 27 0 Part Ill Statement of Program Service Accomplishments (see the instructions for Part III) Check if the or anlzation used Schedule ❑ to res and to an question In this Part III .. , , .

Expenses
What is the organization's primary exempt purpose? PROVIDE ]FOOD ANS SUPPORT FOR DIABLED VET (Required for section
501(c)(3) and 501(c)(4)
Describe the organization's program service accomplishments for each of its three largest program services, organizations; optional for
as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title. others.)
28 FEED AND SUPPORTED VETERNS
28a
29a
p
(Grants 5 if this amount includes form rants, check here ► 29 C3natts $ If this amount includes f rarils check here . ► 30 Grants $ If this amount includes fore rants, check here . ► 30a
31 Other program services (describe in Schedule O) . . . . . .. ........ ... ...... . . . .. ... . .

Grants 5 If this amount includes foreign granils. check here . ► 31a
32 Total Rrograrn service expenses add lines 28a through 31a .. , ► 32 0
Part Id I List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated - see the instructions for Part IV) a. -M a urts VF1joiltzatrull useu acneouie V ID res
(a) Name and title
_

DEXTER JASPER
CIiAIRMAN
na to any question in
(b) Average
hours per week
devoted to position
this tart Iv
(c) Reportable
compensation
(Fors W-2/1099-MISC/
1099-NEC)
(if not paid, enter -0-)
(d) Health benefits,
contributions to employee
benefit plans, and
deferred compensation
(9) Estimated amount of
other compensation

20.00 0
0 0

DAISY TATE

PRESIDENT

15.00 0
0 0

CONSTANCE GLENN

TREASURER/SECRETARY

10.00 0
0 0

RODNEY ROYSTER

TRUSTEE

5.00 0
0 0

TAMIKA GALVIN

TRUSTEE

10.00 0
0 0
Form 990-EZ(2021)

Furm2MEz 2a2t VETERNS SUPPLEMENTAL St1PPORT NETWORK 46-2705469 Page 3 Part V Other Information (Note the Schedule A and personal benefit contract statement requirements in the instructions for Part V.) Check if the v anizalion used Schedule 0 to respond to any question in this Part V 1ye.1
No
33 Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule 0 . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .... .. 34 Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed 33 X
copy of the amended documents if they reflect a change to the organization's name. Otherwise, explain the change on Schedule 0. See instructions . . . . . . . . . . . . . . . . . _ 35 a Did the organization have unrelated business gross income of $1,000 or more during the year from business 34 X
activities (such as those reported on lines 2, 6a, and 7a, among others)? . . . . . . . . . . . . . , . . . . . . . . . . . . . b If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Schedule Q . .. . , c Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, 35a
X
35b
reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III . . . . . . . . . . . . . . . . . . 36 Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets 35c
X
during the year? If "Yes," complete applicable parts of Schedule N. . . .. . . . . . . . . . . . . . .. ... .. 37 a Enter amount of political expenditures, direct or indirect, as described in the instructions . ... . . . ► 37a b Did the organization file Form 1120-POL for this year:? . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . .. .. 38 a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were 36 X
37b
X
any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? . . . .. . .. . b If "Yes," complete Schedule L, Part II, and enter the total amount involved . . . . .. . . . . .. . . . 36b 38a
X
39 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on line 9. . . . . . . . . . . . . . .. . . ... . .. 39a b Gross receipts, included on line 9, for public use of club facilities . . ... . . . . . .. .. . ... .. 39b 40 a Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 ► ;section 4912 ► ; section 4955 ►
b Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Partl . . . . . . .... c Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposed 40b
X
on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► _ d Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line 40c reimbursed by the organization ....... .. ... _ ►
e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T . . . ... ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 List the states with which a copy of this return is filed No. CA 40al
X
42 a The organization's books are in care of ► CONSTANCE GLENN Telephone no. ► 951-821-8776 Located at ► 23705 KATHRYN ST MURRIETA CA ZIP+4 ► 92562 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over I Yes No a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . ... . 42b X If "Yes," enter the name of the foreign country 0-
See the instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
c At any time during the calendar year, did the organization maintain an office outside the United States2 . . . . . , . . . . . .. 42c X If "Yes," enter the name of the foreign country ►
43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041-Check here. . . . . . . . . . .. .. ► El and enter the amount of tax-exempt interest received or accrued during the tax year . . . . . . . . . . . . . . . ► 1. 43 Yes No
44 a Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed instead of Form 990-EZ . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .. . ... . . 44a X b Did the organization operate one or more hospital facilities during the year? If "Yes," Form 990 must be completed instead of Form 990-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . ...... 44b X c Did the organization receive any payments for indoor tanning services during the year? . . . . . . . . .. . . . . . . . ... . 44c X d If "Yes," to line 44c, has the organization filed a Form 720 to report these payments? If "No," provide an explanation in Schedule 0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . 44d 45 a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . ... . .. 45a X b Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Frxm 990-FZ. See instructions . . . . . . , . . . . . . . 45b x EEA Form 990-EZ (2021)

ram, 990, EZ(2021; VETERNS SUPPLEMENTAL SUPPORT NETWORK 46-2705AF9
Pa © 4
Yes I No
46 Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for ubile office? If "Yes," complete Schedule C. Part I 48 I y� Part VI Section 501(c)(3) Organizations Only
All section 501(c)(3) organizations must answer questions 47 - 49b and 52, and complete the tables for lines 50 and 51.

Check if the organization used Schedule 0 to respond to any question in this Part VI N - - - --. ....Yes �No
47 Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .... , . . . .. . . .. . . . . . . . . . .. .. . ... , . , . . , . , . , 47 X 48 Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E . . . . . . . . . . 48 X 49a Did the organization make any transfers to an exempt norrcharitable related organization? .. .. . . .. .. .. . . . ... . 49a X to If "Yes," was the related organization a section 527 organization? . . . . . . . . . . . . . . . . . ..... .. .. . .... t 49b 50 Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) Who each received more than $100.000 of comoensatian from the nrnarv7atinn If thprp is rrneva pnrcr "M— " (a) Name and title of each employee
(b) Average
hours per week
devoted to position
(c) Reportable
compensation
(Farms W-2/1099-MISC/
1099-NEC)
(d) Health benefits,
contributions to employee
benefit plans, and deferred
compensation
te) Estimated amount of
other compensation
NONE
r r Uiai rn,rnunr ut otrrer employees pala over p-luu,uuu . . .. .. . ► 51 Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the oruarllzation. If there is none- enter "Nnnp (a) Name and business address of each independent contractor (b) Type of service
(c) Compensation
r— —
d Total number of other independent contractors each receiving over $100,000 . . . . . . ► 52 Did the organization complete Schedule A? Note: All section 501(c)(3) organizations must attach a cam leted Schedule A •► Yes No
Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, It is Irua. oofraPM, and corn fate. Declaration of preparer (other than ofAcar) is based on all information of which preparer has "y knowledge. _ DAISY TATE 03-18-2022
Sign Signature ofaf0cer Data
Here DAISY TATE OWNER
Type or print name and title
Print/Typo preparers name Preparees signature Date Check ID iF �PTIN Paid Louis Brockman outs Brockman �3-24-2022 self-employed 01294838 Preparer Flrm's name ► LB TAX SERVICES Firm's EIN ►
Use Only Firm'saddress ► 514 NORTH COAST HWY STE BB
Oceanside CA 92054 Phone no. 760-522-7129
Ma the IRS discuss this return with the re arer shown above? See instructions ► Yes No EEA Form 990-EZ (2021)

SCHEDULE A I OMB No. 1545-0047
Public Charity Status and Public Support
(Form 990) Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. 2021 Department of the Treaeu
Internal Revenue Service
Name of the orvanlzatlo
► Attach to Form 990 or Form 990-EZ.
► 00 to www.Irs.gov1Farm990for instructions and the latest Open to Public
nation. I Inspection
Employer Identification numbor
VPTERNS SUPPL M NTAL SUPPORT NILTWORK 46-27OS469
Part I J Reason for Public Chari Status. All or anizaGans must com lets this art. See instructions.

The organization is not a private foundation because It is: (For fines 1 through 12, check only one box,) 1 ❑ A church, convention of churches, or association of churches described In section 170(b)(1)(A)(i). 2 ❑ A school described in section 170(b)(1)(A)(11). (Attach Schedule E (Form 990).) 3 ❑ A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(I11). 4 ❑ A medical research organization operated in conjunction with a hospital described In section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:
5 ❑ An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6 ❑ A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 ❑ An organization that normally receives a substantial part of its support from a governmental unit or from the general public described In section 170(b)(1)(A)(vi). (Complete Part II.) 0 ❑ A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 ❑ An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non --land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:
10 ® An orgarfizalion that normally receives: (1) more than 33 113% of its support from contributions, membership fees, and gross receipts from activities related to Its exempt functions, subject to certain exceptions; and (2) no more than 33 1131X of its support from grass investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 11 ❑ An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 ❑ An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a ❑ Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b ❑ Type II. A supporting organization supervised or controlled in connection with its supported organ izalion(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. c ❑ Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d ❑ Type III non -functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e ❑ Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III norrfunctionally integrated supporting organization.

If Enter the number of supported organizations . . . . . . . .. . . . . . . . . . . . . .... . .. p Provide the following information about the supported organzation(s). (1) Name of supported organization
(li) EIN
(III) Type of organization
(described on lines 1-10
above (see Instructions))
(Iv) Is the organization
listed in your governing
document?
(v) Amount of monetary
support (see
Instructions)
(vl) Amount of
other support (see
instructions)
Yes
No
(A)
(B)
(C)
(D)
(E)
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. schedule A (Form 990) 2021 EEA

Schedule Farm990 2021 VETERN3 SUPPLF, MNTAL SUPPORT WETWORK 46-2705469 Pa n 2 Part If Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to ualif under the tests listed below, 2lease complete Part III.

Section A. Public Support
Calendar year (or fiscal year beginning in) ► _(a) 2017 (b) 2018 c 2019 _(d) 2020 a 2021 M Total 1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
2 Tax revenues levied for the
organization's benefit and either paid to
or expended on its behalf ...... _
3 The value of services or facilities
furnished by a governmental unit to the
organization without charge .... .
4 Total. Add lines 1 through 3 ..... _
5 The portion of total contributions by
each person (other than a
governmental unit or publicly
supported organization) included on
line 1 that exceeds 2% of the amount
shown on line 11, column (f) .... .
6 Public support, Subtract line 5 from line 4.

Section B. Total _Support
Cal
7 8
9 10
11 12
13 ender year (or fiscal year beginning in) ►
a 2017
b 2018
c 2019
d 2020
(a)2021
Total
Amounts from line 4 ......... .

Gross income from interest, dividends,
payments received on securities loans,
rents, royalties, and income from
similar sources ........... .

Net income from unrelated business
activities, whether or not the business
is regularly carried on ........ .

Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VI.) ......... .

Total support. Add lines 7 through 10
14 15
16a
b
17a
b
18 vrusb rcc;eiprs irorn reiateu activities, etc, (see Instructions) 1 121 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................... ► an C. Computation of Public Support Percentage
Public support percentage for 2021 (line 6, column (f), divided by line 11, column (f)) ...... 14 Public support percentage from 2020 Schedule A, Part II, line 14 ................. 15 % 33 1/3% support test - 2021. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ..................... ► ❑ 33 1/3% support test - 2020. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ................... ► ❑ 10%-facts-and-circumstances test - 2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts -and -circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts -and -circumstances test. The organization qualifies as a publicly supported organization ......................................................... ► ❑ 10%-facts-and-circumstances test - 2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts -and -circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts -and -circumstances test. The organization qualifies as a publicly supported organization .............. . . . . . . .. .... .. . .. . . . . . . .. . . .. . . .. . . . . . . . .. ► ❑ Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions ►
EEA Schedule A (Form 990) 2021

Schedule Farm99t1 2021 VET14RNS SUPPLEMENTAL SUPPORT NETWORK 46-2705469 Pirle3 Part III Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II.

If the organization fails to qualify under the tests listed below, lease complete Part II.

Section A. Public Support
Calendar year (or fiscal year beginning in) ►
1 Gifts, grants, contributions, and membership fees
a 2017
b 2018
c 2019
d 2020
2021
(f) Total
__Iej
received. (Do not include any "unusual grants.") .
2 Gross receipts from admissions, merchandise
_50,128
100,564
72,719
49,791
31 859
305, 061
sold or services performed, or facilities
furnished in any activity that is related to the
organization's tax-exempt purpose ... .
3 Gross receipts from activities that are not an
unrelated trade or business under section 513
4 Tax revenues levied for the
organization's benefit and either paid to
or expended on its behalf ......
5 The value of services or facilities
furnished by a governmental unit to the
organization without charge .... .
6 Total. Add lines 1 through 5 . . . . .
7a Amounts included on lines 1, 2, and 3
50,128
100,564
72,719
49,791
31,859
305,061
received from disqualified persons
b Amounts included on lines 2 and 3
T
received from other than disqualified
persons that exceed the greater of $5,000
or 1 % of the amount on line 13 for the year
c Add lines 7a and 7b ........ .
8 Public support. (Subtract line 7c from
f061
line 6.) . . . . . . . . . . . . . . . . .
305
Section B. Total Support
Calendar year (or fiscal year beginning In)►
a 2017
b 2018
c 2019
d 2020
a 2021
Total
9 Amounts from line 6 . . . . . . . . .
10a Gross income from Interest, dividends,
50 128
100 564
72,719
49,791
31,859
305,061
payments received on securities loans, rents,
royalties, and income from similar sources
b Unrelated business taxable income (less
section 511 taxes) from businesses
acquired after June 30, 1975 ... .
c Add lines 10a and 10b . .......
11 Net income from unrelated business
_
activities not included on line 10b, whether
or not the business is regularly carried on
12 Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VI.) ......... .
13 Total support. (Add lines 9, 10c, 11,
and 12.) ......... .......
50,128
100,564
72,719 +
49,791
31,859
305,061
14 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here _ ►
Section C. Computation of Public Support Percentage
15 Public support percentage for 2021 (line 8, column (q, divided by line 13, column (f)) . . . . 15 2,00. 00 % 16 Public su ort percentage from 2020 Schedule A, Part III, line 15 161 100.00 % Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2021 (line 10c, column (f), divided by line 13, column (0) 17 0.00 18 Investment income percentage from 2020 Schedule A, Part III, line 17 .. ... . .. .. . . . . . 18 0.00 % 19a 33 113% support tests - 2021. If the organization did not check the box on line 14, and line 15 is more than 33 1 /3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ► b 33 1/3% support tests - 2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 113%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . ► 20 Private foundation. If the organization did not check a box on line 14. 19a, or 19b, check this box and see instructions , . ► rl EEA Schedule A (Form 990) 2021

Schedule (Form 990) 2021 VETERNS SUPPLEMMAL SUPPORT NETWORK 46-2705469 Pi�o4 Part IV Supporting Organizations
(Complete only,if you checked a box in line 12 on Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A D, and E. If you checked box 12d, Part I complete Sections A and D, and complete Part V.) Section A. All Supporting Or ag nnizations
l YesE No
1 Are all of the organization's supported organizations listed by name in the organization's governing documents? if "No," describe in Part W how the supported organizations are designated. if designated by class or purpose, describe the designation. If historic and continuing relationship, explain. 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes, " explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). 2 3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes,"answer lines 3b and 3c below. 3a
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? if "Yes," describe in Part VI when and how the organization made the determination. 3b
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? if "Yes," explain in Part VI what controls the organization put in place to ensure such use. 3c 4a Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes, " and if you checked 12a or 12b in Part 1, answer lines 4b and 4c below. 4a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes, " describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. 4b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) 5a
purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? if "Yes," 4c
answer lines 5b and 5c below (if applicable). Also, provide detail in Part V1, including (i) the names and E1N numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action b
was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already 5a
c
6 designated in the organization's organizing document? Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to 5b
5c
anyone other than (1) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or 7 benefit one or more of the filing organization's supported organizations? If "Yes," provide detail in Part Vt.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor 6 8
(as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If "Yes, " complete Part I of Schedule L (Form 990).

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7 9a
7? If "Yes, " complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more 8 disqualified persons, as defined in section 4946 (other than foundation managers and organizations b
described in section 509(a)(1) or (2))? If "Yes," provide detail in Part Vl.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which 9a
c
10a
the supporting organization had an interest? If "Yes, " provide detail in Part Vt.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes,"provide detail in Part Vt.

Was the organization subject to the excess business holdings rules of section 4943 because of section 9b
9c
4943(f) (regarding certain Type II supporting organizations, and all Type III non -functionally integrated b
supporting organizations)? if "Yes," answer 10b below.

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to 10a
determine whether the organization had excess business holdin s.) 10b
EEA Schedule A (Form 990) 2021

Schedule A(Folm99M2021 VETERNS SUPPLEMENTAL SUPPORT NETWORK 46-2705469 Page Part IV Syppa !rung organizations (continued)
Yes No
11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in lines 11 b and 11c below, the goveming body of a supported organization? 11a b A family member of a person described in line 11a above? 11 b c A 35% controlled entity of a person described in 11a or 11 b above? If "Yes" to line Ila, 11b, or 11c, provide detail in Part VI. 11 c
Section B. Ty e I SuRR5i ting ❑rganizations
No
7 Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year? If'No,"describe in Pail V/how the supported organization(s) effectively operated, supervised, or controlled the organization's acMiles. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes, " explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.

Section C. Type II Supporting Organizations
Yes No
1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If "No, " describe in Part Vi how control or management of the supporting organization was vested in the same persons that controlled or managed the suppoded o anizations _ 1
Section D. AILType 111 Su ortin Organizations
Yes No
1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? 1 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No,"explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 2 3 By reason of the relationship described in line 2, above, did the organization(s supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If "Yes, " describe in Part VI the role the organization's su orted a anizations played in this Nord. 3
Section B. Type IiI Functionall!y Into rated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a []. The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below, c The organization supported a governmental entity. Describe in Part V1 how you supported a government entity (see instructions}, 2 Activities Test. Answer lines 2a and 2b below. I Yes No -
a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described on line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If "Yes, "explain in Part VI the reasons for the organization(s position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 2b 3 Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If "Yes" or "No," provide details in Part Vl. 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported ❑ anizations? if "Yes,"describe in Part VI the role played bthe organization in this rogsrri. 3b EEA Schedule A (Form 990) 2021

Sehod0oA Form990 2021 VETRRNS SUPPLZMENTAL SUPPORT NETWORK 46-2705469 Page Part V I Type III Non -Functional) Integrated 509 a 3 Supporting Organizations 1 ❑ Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non -functionally Integrated supporting organizations must complete Secl€ons A throunh E.

Section A -Adjusted Net Income
(A) Prior Year
(B) Current Yearo (optional)
1 Net short-term capital gain
1 _2 Recoveries of prior -year distributions
2 3
4 5
_
3 Other gross income see instructions
4 Add lines 1 through 3.
5 Depreciation and depletion
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of ra eft held for production of income see Instructions
6 7
8 7 Other expenses see Instructions
8 Ad listed Net income subtract lines 5, 6, and 7 from line 4 Section B - Minimum Asset Amount
1 Aggregate fair market value of all non -exempt -use assets (see Instructions for short tax year or assets held for part of year):
(A) Prior Year
(B) Current Year
(optional)
a Avera a month) value of securities
1a
b Average month) cash balances
1b
c Fair market value of other non -exempt -Use assets
I
d Total add lines la, 1b, and 1a
1d
e Discount claimed for blockage or other factors
(explain in detail in Part V1:
2 Acquisition indebtedness applicable to non-exem t-use assets 2 3
3 Subtract line 2 from line 1d.
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see Instructions).
4 5
6 7
8 5 Net value of non -exempt -use assets subtract line 4 from line 3 6 Multiply line 5 by 0.035.
7 Recoveries of prior -year distributions
8 Minimum Asset Amount add line 7 to line 6
Section C - Distributable Amount
Current Year
1 Adjusted net income for prior year from Section A, line t3 column A 1 2 Enter 0.85 of line 1.
2 3 Minimum asset amount for pdor year from Section a, line 8, column A 3 4 Enter greater of line 2 or line 3.
4 5 Income tax Imposed in prior year
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emeroemg temporary reduction see Instructions).
5 6
v unecx nere it the current year is the organization's first as a non -functionally integrated Type III supporting organization see instructions).

EEA Schedule A (Form 990) 2021

2021 VETERMS SUPPLEMENTAL SUPPORT NETWORK 46-2705469
Part V
Section D - Distributions
Current Year
1 Amounts paid to supported organizations to accomplish exem t ur oses 1 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations. in excess of income from activity
2 3 Administrative expenses paid to accomplish exempt puses of supported a anizations 3 4 Amounts paid to acquire exempt -use assets
4 5 Qualified set -aside amounts(prior IRS approval ra uired - pravkte details in Part VI 5 6 Other distributions describe in Part VI). See instructions. 6 7 Total annual distributions. Add lines 1 throw h 6.
7 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions.
6 9
9 Distributable amount for 2021 from Section C, line 6 _ 10 Line 8 amount divided bv line 9 amount
110
Section E - Distribution Allocations (see instructions) (�)
Excess Distributions
Underdistributions
pre-2021
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C. line 6
_
2 Underdistributions, if any, for years prior to 2021
(reasonable cause required - explain in Part VI). See
instructions.
3 Excess distributions Car aver, if any, to 2021
a From 2016
b From 2017
c From 2018
d From 2019
a From 2020
If Total of lines 3a through 3e
Applied to underdistributions of prior years
h Applied to 2021 distributable amount
t Carryover from 2016 not applied see instructions
Remainder. Subtract lines 3 , 3h, and 3i from line 3f.
4 Distributions for 2021 from
Section D, line 7: $
a A2plied to underdistributions of prior years
b Applied to 2021 distributable amount
c_ _ Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. For result
greater than zero, explain in Part Vt. See instructions. 6 Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part Vl. See instructions.
_
7 Excess distributions carryover to 2022. Add lines 31
and 4c.
8 Breakdown of line 7:
a Excess from 2017
----
b Excess from 2018
c Excess from 2019
`
d Excess from 2020
e Excess from 2021
EEA Schedule A (Form 990) 2021

Schedule A Form 990 202.1 171ano e
Part Vll Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.) EEA Schedule A (Form 990)2021

SCHEDULE O Supplemental Information to Form 990 or 990-EZ OM6 No. 1545-0047 (Form 990) Complete to provide information for responses to specific questions on ^ � Form 990 or 990-EZ or to provide any additional information. L L Department of the Treasury ► Attach to Form 990 or Form 990-EZ. Open to Public Internal Revenue Service jw Go to www.lrs.gov/Form99O for the latest information. Inspection Name of the organization Employer identification number VETERNS SUPPLEMENTAL SUPPORT NETWORK �46-2705469

01. Descri tion of other expenses Part I line lfi

DESCRIPTION AMOUNT
ADVERTISING 2 4BO
CONTRACTING FEES 794
DIGITAL SERVICES 2,035
EVENT PLANNING 19,689
FILED TRIPS 316
FOOD VOUCHER 405
GAS VOUCHER 186
INVENTORY 224
MAILING 39
MARKETING ADVERTISING 38
OFFICE ADMIN 8
PROPERTY MAINTENANCE 46
SOCIAL MEDIA 12
STORAGE 561

TRAINING
260
TRAVEL
3,312

UNIFORMS
143

VETERN SERVICES
57 VOLUNTEER APRECIATION
386

VOLUNTEER MEALS
512

WEB HOSTING
250

BANK FEES
100
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule o (Form 990) 2021 EEA

TAXABLE YEAR California Exempt Organization
2021 Annual Information Return
■
Calendar Year 2021 or fiscal year be InArI (mrrtlddlyyyy) _ and ending (mWddlyyyy) CorporatlonlOrganlzatlon name California corporation number VETERNS SUPPLEMENTAL SUPPORT NETWORK ir;;7r,7n
FORM
199
Additional information. See instructions,
FEIN ..
46-2705469
Street address (suite or room)
PMB no.
23705 KATHRYN ST
City
Slate
Zip code

MURRIETA
ICA
92562
Foreign country name
Foreign provincelslalelcounty
Foreign postal code
A First return • • • . • • . . . . . . . . . . . . . .
. . 0 Yes ❑ No
I
Did the organization have any changes to Its guidelines B Amended return . . • • • . . . . . . . • . . . . . .
■ Yes11 No
not reported to the FTB? See instructions • • • . • • • . . . • Yes No
C IRC Section 4947(a)(1) trust • • • . . . . . . . . . . . . .11 Yes ® No
J
If exempt under R&TC Socilon 23701d, has the organization D Final Information return?
engaged in political activllles? See instructions • • . . . . . . • Yes El No
011 Dissolved 11 Surrendered (Withdrawn) ❑ MergedlReorganized K
Is the organization exempt under R&TC Section 23701g?
■� Yes ❑ No
Enter date: (mmlddlyyyy) ■
If "Yes,' enter the gross receipts from nonmember sources •$
E Check accounting method: (10 Cash (2) Accrual
(3) ❑ Other
L
Is the organization a limited Ilabllky company? • • • • . . . . . 611 YesEl No
F Federal return filed? (1) ■ ❑ 990T (2) ■ ❑ 99OPF (3)
■ ❑ Sch H (990)
M
Did the organization file Form 100 or Form 109 to report (4) ® Other 990 series
taxable income? • . . . . . . . . . . . . . . . . . . . . ■ El Yes 1� No
G Is this a group filing? See instructions . • . . . . . . . . • ❑ Yes ❑ No
N
Is the organization under audit by the IRS or has the IRS H Is this organization in a group exemption • . . . . . . . . . . ❑ Yes ❑ No
audited in a prior year? • • • • . . . . . . . . . . . . . . ■i Yes ❑ No
If "Yes," what is the parent's name?
O
Is federal Form 1023/1024 pending? • • • . . . . . . . . . ❑ Yes No
Dale filed with IRS
r•ari i Complete Part 1 unless notr"tilmd to file this form. See General Information B and C. 1 Gross sales or receipts from other sources. From Side 2, Part II, line a . . • . . . . . . . . . . . . . . . . . . . . . • 1
00 2 Gross dues and assessments from members and af¶llales . • • . . . . . . • . . . . . . . . . . . . . . . . . . . ■ 2
00 Receipts
Furvenuoi
3 Gross contributions, gifts, grants, and similar amounts received • • • • • • • . • . . . . . . . . . . . . . . . . . . 4 Total gross receipts for filing requirement test. Add line 1 through line 3. • 3and
00 This line must be completed. If the result Is less than $50,000, see General Information B • • • . . . . ■ 4 00
5 Cost of goods sold • • . • • • • • . . . . . . . . . . . . . . . . . . . . . . • 5 00 6 Cost or other basis, and sales expenses of assets sold • • . • . . . . . . . . . . . . ■ g 00 7 Total costs. Add line 5 and line 6 • • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Total gross Income. Subtract line 7 from line 4 • • • • . . . . . . . . . . . . . . ■ 5 00
irlepense
9 Total expenses and disbursements. From Side 2, Pert II, line 18 • • • • • . . . . . . . . . . . . . . . . . . . ■ g
00 10
00 10 Excess of recelpts overexponses and disbursements, Subtract line 9 from line 8 . . . . . . . . . . . • 11 Total payments • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ■ 11 00
Filing
12 Use tax. See General Information K . . • • • . . . . . . . . . . • . .
72 00
13 00
Fee
13 Payments balance. If line 11 is more than line 12, subtract line 12 from line 11 • • . . . . . . . . . . . . . . . . . . . . . • 14 Use tax balance. If line 12 is more than line 11, subtract line 11 from line 12 • • • . . • . • • . . . . . . . . . . . . . • 74 00
15 Penalties and interest, See General Infonnallon J. • • • • . • • • . . . . . . . . . . . . . . . . . . . . . . . . . 15 00
16 Balance due. Add line 12 and line 15. Then subtract line 11 from the result • . . . . . . . . . . . . . ■ 10 00
Sign
Here
lladnr penalltes of poquty, 1.4doclansIFl1f1 I here exanrkwd a Mlurn, lrsmdhg aocempany!ng Wkedulas and atelomenli . and to the boat of my knowlsdi end &AR, 111 true, correct, and cnen(Mo. {10ftation of p(eparer {other than taxpayer) is hlasad on all ida magoll OF MIch preparer has any krww"o.

Signature TIFF Date ■Telephone
aFofficer ►DAISY TATE WNER 3/18/2022 951-821-8776
Preparers
signature P.L3/24/202210rriji
❑ate Check if self-
►
■PTIN
P 012 9 4 8 3 8
Paid
Pnpsrers
Use Only
Flrm's name (or yours,
ifselF-employed) No. LB TAX SERVICES
■Firm's FEIN
and address 514 NORTH COAST HWY STE BB
■Telephone
CCEANSIDE CA 92054
760-522-7129
May the FTB discuss this return with the prepefor shown above? See Instructions - . . . . . . . . an Yes No —07-3-1 3651214 F_ Farm 199 2021 Side 1

Part II Organizations with gross receipts of more than $50,000 and private foundations • regardless of amount of gross receipts -complete Part liar furnish substitute information. 4 6 — 2 7 0 5 4 6 9 Receipts
from
Other
Sources
Expenses
and
Disburse.
manta
1 Gross sales or receipts from all business activitles. See instructions ... . . . . .... . . . . .. • 2 Interest . . . .. . . . . . . . .. . . . . . . . . . . .. .. . . .. . . . . . . . . . . . . . . . • 3 Dividends . .. . . .. .... . . . . . . . . . . . . . . . . . . . . . . . . . . . , ' ■ 4 Gross rents . ............... ...... , . . . . . . . ... • 5 Gross royalties . . . . ... .... . . . . . . . . . . . .. . . . . . . . . .. . . . . . . • 6 Gross amount received from sale of assets (See instructions) . . .. . . . .. . . . . . . . . . . . • 7 Other income. Attach schedule • .. . .. . .. . . . . . . . . . . . . . . . . . . . . . . . . . . a 8 Total gross sales or receipts From other sources. Add line 1 through line 7. Enter here and on Side 1, Part I, line 4 . . . • 9 Contributions, gifts, grants, and similar amounts paid. Attach schedule . . . . . . . . . . . . . . . . • 10 Disbursements to or for members . . . .... ... .. . . . . ..... .... ... .. .... • 11 Compensation of officers, directors, and trustees. Attach schedule ....... . .. . .... .. . • 12 Other salaries and wages . . . . • • . . . . .. . . . . . . . . ..... ....... ...... • 13 Interest . ........ ...... . . .. . . . . . . . . . ..... ....... .. .... • 14 Taxes. . . . . . .. ... ... .. . . . . . . . . . . • 15 Rents . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . .. . . . . . .. . . . . . . . ■ 16 Depreciation and depletion (See instructions) . . • . . . . . . . . ................. . • 17 Other expenses and disbursements. Attach schedule . . . . . . .................. • 18 Total expenses and disbursements. Add line 9 through line 17. Enter here and on Side 1, Part I, line 9 1 00
2 00
3 00
4 00
5 00
6 00
7 00
8 00
9 00
10 00
11 00
12 00
13 00
14 00
15 00
16 00
77 00
18 00
Schedule L Balance Sheet Raoinnlnn of faYahia vanr e..a ..ffs kle — Assets
1 Cash ........ .............
2 Net accounts receivable . . . . .... ....
3 Net notes receivable .. • ...........
4 Inventories . . . . . . . . . . . . . . . . ...
5 Federal and state government obligations .. - .
6 Investments in other bonds . . . . . . . . ...
7 Investments in stock . . . . • . • . . . . . .
8 Mortgage loans . . .. • . . . . . . . . . .
9 Other investments. Attach schedule .. . . . .
10 a Depreciable assets . . . . . . . . . . . .
b Less accumulated depreciation . . . . • • .
11 Land . . . . . . . . . . . . . . . . . . . . .
12 Other assets. Attach schedule . . • ......
13 Total assets . . . . . . . . . . . . . . . . .

Liabilities and net worth
14 Accounts payable . . . . • . .
15 Contributions, gifts, or grants payable . .. • .
16 Bonds and notes payable . . . . • . . . ...
17 Mortgages payable ........... ...
18 Other liabilities. Attach schedule .. ..... .
19 Capital stock or principal fund . . . . . . . ..

ZO Paid -in or capital surplus. Attach reconciliation
Z1 Retained earnings or income fund • • ....
22 Total liabilities and net worth . . . . . . .
(a)
(b)
(c)
{j
•
•
a
■
•
•
•
•
•
-
•
•
•
•
•
QUIHMUIV IV1.1 metuorlcmarton or income per 000lcs wren income per return Do not complete this schedule if the amount on Schedule L, line_ 13, column (d), is less than $60.000. 1 Net income per books • . • ... .... . . . • 7 Income recorded on books this year 2 Federal income tax ............... • not included in this return. Attach schedule It 3 Excess of capital losses over capital gains • 8 Deductions in this return not charged 4 Income not recorded on books this year. against book income this year.

Attach schedule .. . .. ......... . . ■ Attach schedule ............. a 5 Expenses recorded on books this year not 9 Total. Add line 7 and line 8 . . . • . . . deducted in this return. Attach schedule • 10 Net income per return. 6 Total. Add line 1 through line 5 - - - - - .. Subtract line 9 from line 6 .. • .... .

Side 2 Form 199 2021 0 4 3 3652214
��

FY 2022/2023

COMMUNITY SERVICE FUNDING

REINVESTMENT IN TEMECULA
GRANT APPLICATION #

WESTERN EAGLE

FOUNDATION

CITY OF TEMEMIA Ill
FISCAL YEAR 2022.2023 CA %V
COMMUNITY SERVICE FUNDING - REINVESTMENT IN C t! �4�

PROGRAM APPLICATION'
(Please Print or Type) R
DUE ON OR BEFORE: MONDAY, SEPTEMBER 12,2 2022 f
MIT IN;X f

PROJECT/PROGRAM INFORMATION
Amount Requested: $ $50,000 MAXIMUM ALLOWABLE: $50,000 PER ORGANIZATION Project/Program Title: Food Boxes for residents in Temecula Start Date: July 1 2122 End Date: June 30,2023
Physical Address of Project/Program: 40940 County Center Drive, Temecula, CA 92591

INCLUDE IF DIFFERENT THAN ORGANIZATION'S MAILING ADDRESS If Grant is Awarded, Make Check Payable to: Western Eagle Foundation Mailing Address: c/o Todd Sieja, CEO
40940 County Center Drive,Temecula, CA 92591

ORGANIZATION AND GEOGRAPHIC AREA SERVED
Name of Applicant
Organization: Western Eagle Foundation
Website: www.westerneaglefoundation.o
Number of Paid Staff: 10
Year Founded. 1993
Social Media: FB: westerneaglefoundation
Number of Volunteers: 100
Geographic Area(s) the Organization Serves: Temecula
Geographic Area(s) the Project/Proctram Serves: Temecula NOTE: COMMUNITY SERVICE FUNDING GRANT PROGRAM FUNDING MUST BE EXCLUSIVELY USED TO SERVE TEMECULA.

Contact Name: Serena Cooper Title/Position: Program Manager Contact Person's Direct Telephone: 951-541-8571 Contact Person's Email: [email protected]

NONPROFIT STATUS
Is this organization incorporated as a nonprofit? Yes ® Date of Incorporation as a Nonprofit: 5/19/1993 No ❑ IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING
Federal Identification Number: 33-0498064 State Identification Number:'8582i30 _ PRINT OUT AND ATTACH TO THIS APPLICATION VERIFICATION FROM FEDERAL (IRS) AND STATE (FTB) AS FOLLOWS:

1. ® Attach IRS Deductibility Status using this link: http_//api)s.irs.gov/app/eos/

2. ® Attach State Entity Status Letter using this link:
htt s:/Iwww,ftb.ca. oV/online/self serve entitV status fetter/index.as

3. ® Attach first page only of most recent IRS Form 990 or attach print out of detailed info about your charity found on this State Registry's Search Tool: htto:/Irct.doi.ca.govNerification/Web/Search.asgx?facility=Y City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 5 of 13

APPLICATION AUTHORIZATION _ I
Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? No ® Yes ❑ IF YES, BRIEFLY DESCRIBE:

Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? No ® Yes ❑ IF YES, PROVIDE COUNCIL MEMBER'S NAME AND TITLE WITHIN THE ORGANIZATION - This Application has been authorized by the organization's:

Executive Committee ❑ Board of Directors ® Members -at -Large ❑

MISSION STATEMENT OF ORGANIZATION
BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION/GOALS AND OBJECTIVES. I Wester raglQ Foundalion (WE) mission since 1993 is "dedicated to feeding the hungry' with the {owust mat food possible available at the Western Eagle Food aril Hp ng Goads store. A 44, 000 sq,ft warehouse with heavily dtScduntod food and goods purdrased direcliyy from rood brokers andlor donated (from farmers, food distributors and grocers. Open to public. Plrys}cal Address:40940 County Center Drive, Temocu[a, CA. unlike a food pantry, Western Eagle Is open 7 days a weak for easy access to food Program GoaVONactives: tWE FOOD BOX) supports an average of 300 IndividuaWramiiles (no income requifemonts) a week with in store food boxes that includes healthy rood such as staples, breads, fresh fruits, vegetables and dairy, everyone is ellgible and lhere era no INmits to how many boxes may be obra+rsed. {WE BULK Ft7gD Dt17r3Fa4CN] providers bulk food via portents [4ppmx. 1.gM Ibs a year} avaflatla for pickup every 7Fsursdayy to more Ihan twenty churchealnonprofir agentles that delivor to fogd inseclrre cwnmunilies (belrefding t 17,800 families annually) !n urnnmrparated areas of fiiverside County !n tiding Temecula Valley �WE VOLUNTCERSj oifans a work dsvek7pmenl program to volunteer youth, young adults, seniors, individuals with diseblliNos veterans, those recovering (rpm ad [cllans. snorer serving Cdurt•ordared community servrt�, enahtlng than to move forward toward their gsrals and Increase !hair skit! Sat In slacking, packing and shsiving, sorting, p icing, cashiering, cua[omar service, work eth cs• dusJnass pollcins and procedures Fu1i-time vnluntLH3rs are fed breakfast, lunch and food la fake home for d+nrxir.

FINANCIAL STATEMENTS

UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED UPON REQUEST TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW.

City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 6 of 13

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FUNDING SOURCES
CITY OF TEMECULA—SINCE MARCH OF 2020, HAS THIS ORGANIZATION RECEIVED (OR IS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM THE CITY FOR ANY PROGRAM? No ® Yes ❑ IF YES, PROVIDE BELOW.

NAME OF PROGRAM/PROJECT AMOUNT MONTH + YEAR NAME OF CITY GRANT

FUNDED BY THE CITY GRANTOR SPONSORSHIP FUNDING RECEIVED OR SPONSORSHIP $
$
$
OTHER OUTSIDE SOURCES —SINCE MARCH OF 2020, HAS THIS ORGANIZATION RECEIVED (OR IS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM ENTITIES (NOT

INCLUDING THE
CITY) FOR THE SAME PROJECT/PROGRAM IN THIS APPLICATION? NO ❑ Yes ® IF YES, PROVIDE INFORMATION IN TABLE BELOW.

AMOUNT
MONTH + YEAR

RECEIVED

NAME OF ENITY

FUNDING RECEIVED
$ 10,000
ARPA Riverside County Supervisor, District 3
12/2021
$ 30,000
Private Foundations -Awarded
02/2022
$ 10,000
Emergency Food and Shelter Program -HUD
07/2022
$ 40,000
Private Foundations- Pending
Pending
$
Net proceeds from Western Eagle Store help fund programs, operating and personnel expenses monthly
-
Donated food from farmers and growers
monthly
City of Temecula Community Service Funding - Reinvestment In Temecula GRANT APPLICATION Page 7 of 13

FGRANT PROJECT/PROGRAM DESCRIPTION

IMPORTANT - RECEIPTS/INVOICES IS REQUIRED TO BE SUBMITTED TO THE CITY TO VALIDATE THE ORGANIZATION SPENT GRANT

FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECT/PROGRAM AS DESCRIBED HERE 1 DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.

Grant funding will support the Western Eagle (WE) "Food Boxes" program available to the general public, no income restrictions, to help supplement food budgets of all families and individuals in need of food. Todd Sieja, CEO purchases food box staples every week (canned vegetables and fruits, dry pasta and rice, cereals, spaghetti sauce, dried beans, soups, peanutbutter, tostada shells, packaged dinners) from a regional food broker. Donated food such as dairy, breads and fresh fruit and vegetables are added to the €Gad box if available. A transportation service is used to pick up food and home goods several times during the week. Unlike food pantries, food boxes are available seven days a week at the Western Eagle store along with a warehouse of discounted food and home goods to help families stretch their budgets and make a home for less. The food box is posted on social media by Sam every morning to show what is in stock that day.On average, 300 families take advantage of this program a week.

The spreadsheet showing data and count of food boxes by month and year shows that more than 1200 families take advantage of the food box program monthly and 14,400 annually. 2 DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED

ALSO, INCLUDE A LIST OF GOODS, EQUIPMEMENT, AND/OR SERVICES THIS ORGANIZATION HAS PURCHASED OR PLANS TO PURCHASE WITH AWARDED FUNDS TO SUPPORT THIS PROGRAM/PROJECT.

Awarded funds will be used to purchase "staples" from regional food brokers for the food boxes each week.

Data shows that approximately 220 Temecula residents take advantage of the food box a month. At an operational cost of $25 a box times 220 Temecula residents=$5,500 per month, annual cost = $66,000 A grant award of $50,000 will feed 2,200 Temecula residents- individuals and families a year. Staples purchased included cans of Fruits and vegetables, dry pasta, rice and beans, cereals, sauces, crackers/cookies, peanutbutter, and packaged dinners.
3 TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS Grant funding will specifically benefit 1'emecula residents by increasing monies used to directly purchase food from regional food brokers and transport stock to the Western Eagle warehouse. Staples are directly purchased and include canned fruits and vegetables, dry paslalricelbeans, peanut butter, cereal, tomatoe sauce and packaged dinners, Additional items donated to the food box Include dairy products (milk, cheese) and fresh fruit and vegetables Food boxes are available 7 days a week for easy access to food and so no one goes hungry. An average of 220 Temecula residents take advantage of the food box program according to the sign -in sheet. Temecula residents are asked numb #poked up, city and aipcode, plus email address for Future newsletters and bulletins, 3b ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 2640
13c ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 1100 City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 8 of 13

PROJECT/PROGRAM DESCRIPTION

CONTINUED
4 SUMMARY STATEMENT —SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.

Requesting $50,000 to purchase directly from food brokers "staples" to provide a food box to Temecula residents in need of supplemental food to feed their families. Dairy and fresh fruit and vegetables are donated. 220 residents a month, on average 2,640 a year. 5 IF APPLYING FOR MORE THAN $5,000, PLEASE EXPLAIN HOW THE COVID-19 PANDEMIC

AFFECTED THIS NONPROFIT ORGANIZATION'S ABILITY TO SERVE THE TEMECULA COMMUNITY. YOU MAY ALSO INCLUDE INFLATIONARY CONCERNS.

COVID-19 pandemic affected Western Eagle's ability to get donated food from growers, farmer and suppliers. Inventory and overflow of food was down, there was alot of competition for donated food from other food banks and transportation was costly and not always on schedule.

Suppliers began charging for their overstock rather than just giving it away as they did before the pandemic. Western Eagle began buying more "staples" for the food box program and the store. This has caused an increase in operating and program expenses.

Inflation is here and caused Western Eagle to let go of their truck and driver, due to the high cost of gasoline and employee retention. Western Eagle now uses a transportation service to pick up food and goods from suppliers. This does cause delay in getting food picked up and brought back to the Western Eagle store.
6 IF APPLYING FOR MORE THAN 15,000, EXPLAIN HOW FUNDS HAVE OR WILL:
(1) CREATE NEW PROJECT/PROGRAM, (2) EXPAND EXISTING PROJECT/PROGRAM, AND/OR (3) CONTINUE EXISTING PROJECT/PROGRAM.

Continue existing program of purchasing directly from food brokers "staples" which are sorted into food boxes that feed a family of four with dryed pasta/rice/beans, tomatoe sauce, canned vegetables and fruits, cereal, peanut butter, crackers or cookies. Other included in food box are donated breads, fresh fruits and vegetables. A picture is posted every morning on social media showing the day's food box options.

City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 9 of 13

PROJECT/PROGRAM BUDGET (do not fill in shaded areas)

LINE ITEMS FOR PROJECT/PROGRAM REVENUES

EXPENSES

LIST REVENUES/INCOME FOR PROJECT/PROGRAM
1-
Amount of money requested from this City of Temecula
Community Services Grant (Not to exceed $50,000)
$ 50,000
Amount contributed to the Project/Program by the Applicant Organization
Other grants or funding already awarded for Project/Program, if any $ 415,000
$ 30,000
In -Kind match amount or volunteer credit hours estimated amount $ 200,000 TOTAL REVENUE $ 695,000

LIST OF EXPENSES FOR PROJECT/PROGRAM
Tools/Equipment $
Facilities/Rent/Insurance
$
Supplies
Marketing
Services
$
$
$
Food
$ 495,000
Other
Staffing Expense
THIS IS INELIGIBLE TO BE FUNDED BY CITY'S GRANT;
HOWEVER PLEASE INCLUDE.
$ 200,000

TOTALEXPENSES
$

TOTAL BUDGET
$695,000
$695,000
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 10 of 13

PREVIOUS` FISCAL YEAR (FY) 2021-2022 COMPLIANCE REPORT
IF YOUR ORGANIZATION WAS NOT AWARDED A COMMUNITY SERVICE FUNDING GRANT IN FY 21122 (LAST YEAR), THEN SKIP THIS PAGE.

If your organization was awarded a Community Service Funding Grant in FY 2021-2022 (last year) by the City of Temecula, please submit this information.

1. Fill out table below (make additional copies if needed to explain all expenditures.)

2. Attach copies of receipts/invoices (in the same order as listed in this table.)

3. Send to: City of Temecula, 41000 Main St., Temecula, CA 92590 Attn: City Manager's Office —CSF EXPENDITURE REPORT due on or before September 12, 2022
Organization: not applicable -new applicant Name of Project/Program:

FY 2021-2022 Amount of $
CSF Grant Fund Awarded: _ _ Month & Year CSF Grant Received from City:

Number of Beneficiaries Living in 92590, 92591, 92592 that Directly Benefitted from this Program/Project (approximate number of beneficiaries if you do not have precise number):

E Date on Expenditure
U Name of Company Receipt/Invoice Description Purpose
P - = on Receipt or Invoice MUST BE ON OR BETWEEN Amount DESCRIBE THE EXPENDITURE PURPOSE OF EXPENDITURE JULY 1, 2021 -JUNE 30. 2022
I'
3 -
-
I$
I$
5 6 j 1

EXPENDITURE TOTAL EXPENDITURE TOTAL MUST BE EQUAL TO
(OR GREATER) THAN TOTAL AWARD AMOUNT.

City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 11 of 13

ACKNOWLEDGEMENT/SIGNATURE PAGE
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
. Every Community Service Funding application is considered individually and on its own merit. ■ Awards will be given to organizations and activities that directly benefit the residents of Temecula.

Funding is not immediately available to the recipient, and requires an award letter signature upon approval.

Please allow time for checks to be processed,
The awarding of Community Service Funding does not constitute an automatic annual allocation.

The recognition for Community Service Funding should accrue to the City of Temecula.

Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. . Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot.
. The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • If awarded a Community Service Funding Grant by the City of Temecula last year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I/we hereby certify the information contained in this Application is true to the best of our knowledge and belief.

ORGANIZATION NAME: Western Eagle Foundation
MAILING ADDRESS: 40940 County Center Drive
Temecula, CA 92591
PRESIDENT / AUTHORIZED OFFICER: Todd Sieja CEO
SIGNATURE: , ., a::�

IF DIFFERENT THAN ABOVE,
APPICATION PREPARED BY:

PHONE: (951 ) 695-7206
EMAIL: [email protected]
DATE:'... �i�...

MOiNTI I, DAY, YF_.AK
SUBMIT ORIGINAL APPLICATION BY MONDAY, SEPTEMBER 12, 2022, TO:

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STATE OF CALIFORNIA

FRANCHISE TAX BOARD
CFTB PO65 SA BOA 9427
!) SACRAME 85 CA 94257 054D
Entity Status Letter
Date: 7/5/2022
ESL ID: 1823881914
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter.

Entity ID: 1858280
Entity Name: WESTERN EAGLE FOUNDATION
❑— 1. The entity is in good standing with the Franchise Tax Board.

2. The entity is not in good standing with the Franchise Tax Board.

3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d.

El4. We do not have current information about the entity.

5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b).

Forrp 990 Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) DOPartment of the Treasury ► Do not enter social security numbers on this form as it may be made public.

Intemal Rarerwe Service ► Go to tvww.Ir�goylFarrnH9p for instrurtlnne A For the 2020 calendar year,
6 Check if appficable: C Name o
❑ Address Chan B
VI LaA
I1iLs3
and endfnn �..,..
9 r4094O
business as
❑ Name change ber and street (or P.O. box if mail is not delivered to street address) ❑ Initialvelum Count Center 1?rivt❑ Final reiunt/tem Inaledor town, state or province, coun ❑ Amended return Ter'neCula CA 9259! �' and ZIP or foreign postal code ❑ Appllcailion pending F Name and address of princi 1 ff I Tax•exampt
JJ Webelfe; ►►
K Form of.ornal
u
E
0 f,
1 2
3 4
5 6
7a
b
OMB No. 1545-0047
2020
D Employer identification number
Room/suite 1 E Telephone number
G Gross r9ceipls $ 15,339,547
H{a) Is this a group mum for subordinales7 ❑Yee 0 No
H(b) Are all subordinates included? ❑ Yes ❑ No
ff "No." attach a list. See instructions
H{o) Group exemption number ►
" Association �f Other► L Year of formation:

Summary 200f1 M State of Iona} domicile: DF
Brieflydescribe the organization's mission or most significant activities. to rovidr_ food far the_hun r _ --------------..................•----••---•----- ..............__... __.�-__.... .__. p-..�. _._..... -... _ _y_ ........_..._.......----.. -- •------•----..-------
---...__........,-_..--..�._�- - ..- -
Cfleck this box / ❑ if the organization discontinued its operations or tiispnsed of more than 25% of its net assets. .

Number of voting members of the governing body (Part Vf, line 1a) .

Number of Independent voting members of the governing body (Part VI, line 1b) q Total number of individuals employed In calendar year 2020 (Part V. line 2a) 5 0 Total number of volunteers (estimate if necessary) - 14 Total unrelated business revenue from Part Vill, column (C), fine 12 6 0 Net unrelated business taxable Income from Form 990-T, Part I, line 11 7e 0 - 7b 0
pa o icer. Todd Sleja
40940 Count Center Drive, Temet:uia CA 92
status: Me 501(c)(a) ❑ 501(c) ( ),4 finsed no.l
4947(a)(1) or n 527
a 8 Contributions and grants (Part VIII, line 1 h)
Prior Year
current Year
.
9 Program service revenue (Part VIII, line
0 0
2g)
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 336959
410,375
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11 a 77,432
0 12 Tal revenue- add lines 8 throu h 11 (must a ual Part VIII, column (A) line 12 1s,3es 827
13,828592
Grants andsimilar amounts paid (Part IXcolumn (A)lines 13 FE30t
16,801,212
T-L 9{37
enefits paid to or for members (Part IX, column (A), line 4) 0 tzot32,408
alaries, other compensation, employee benefits (Part IX, column (A), lines 5-10 ) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) 917,595
797,771
a b Total fundraising expenses (Part IX, column (D), line 25) ■ Ul
0 0
0 r � '-
17 Other expenses (Part IX, column (A), lines 11a-11d,
I If-24e) ,
18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25 () )
16,4z7,371
967,595
19 - Revenue less ex enses. Subtract line 18 from line 12 -
16,3a4,971
13,828,174
- - --
456,241
410.793
20 Total assets (Part X, line 16)
Beginning of Current Year
End of Year
21 Total liabilities (Part X, line 26)
a,
3,586,874
3,887,422
22 Net assets or fund balances. Subtract line 21 from line 20 234,762
724,517
S; nature 81flCE<
3352,112
3,7ti2,905
Under penalties of perjury, I declare that I have examined Ihis telum, including accompanying sr:hodufas mw otutam°rrto. and to the }xis[ of m knowledge trva, correc[, and compleIa. Dar;laration of proparer (of her Ilion offced fS based on all Information of which y d9e and belief, it is ixBRorer has any knowledge,
Sign ` Signature of officer
Here pttn torso, tlookee er
Date
Type or print name and title
Paid Print/Type, preparer's name Preparer's signature
Date Check ❑ if
PT1fV
Preparer
soli-sm to
p ]red
Use Only F'rm. n°me P, —E
Firm's address ►
Firm's EIN ►
May the IRS discuss this return with the Preparer shown above? See instructions Pho'm no.

For Pa
Paperwork Reduction Act Notice see the separate instructions. (.] Yes (_) No
Cat.

No. 11282Y
Form 990 (2o20)

FY 2022/2023

COMMUNITY SERVICE FUNDING

REINVESTMENT IN TEMECULA
GRANT APPLICATION #
65 WISHERS AND DREAMERS INC.

CITY OF TEMECULA
FISCAL YEAR 2022.2023

COMMUNITY SERVICE FUNDING - REINVESTMENT IN TEMECULA

PROGRAM APPLICATION
(Please Print or Type)
DUE ON OR BEFORE: MOND", SEPTEMBER 12, 2022
Amnunt Requested: $

PROJECT/PROGRAM INFORMATION
5,000.00
MAXIMUM ALLOWABLE: $50,000 PER ORGANIZATION
Volunteer Sewing Events
Project/Program Title: Start Date: 7-1-22 End Date: 6-30-23 Physical Address of Project/Program: 32381 Cercle Latour, Temecula, CA 92591 INCLUDE IF DIFFERENT THAN ORGANIZATION's MAILING ADDRESS If Grant is Awarded, Make Check Payable to:

Wishers and Dreamers, INC.

MailingAddress: 31915 Rancho California Rd 200-407
Temecula, CA 92591

ORGANIZATION AND GEOGRAPHIC AREA SERVED
Name of Applicant Wishers and Dreamers, INC.

Organization:

Website: WishersandDreamers.org
Number of Paid Staff: 0
r
Geographic Area(s) the Organization Serves. USA
Year Founded: 2014
-ACC VW 19hcfA- Pk1 WZZ-A#'G�1 �tl —
Social Media: t kr0'x Vvr'-1t[a"A,0, p c,u %2
Number of Volunteers: 100 POUTMAX
Geographic Area(s) the Proiect/Proaram Serves: Temecula and Temecula Valley Hospitals NOTE: COMMUNITY SERVICE FUNDING GRANT PROGRAM FUNDING MUST BE EXCLUSIVELY USED TO SERVE TEMECULA.

Contact Name: Pamela Babek Title/Position: CEO
Contact Person's Direct Telephone: 951-764-1800 Contact Person's Email: WishersandDreamers @gmail.com

NONPROFIT STATUS
Is this organization incorporated as a nonprofit? Yes ■ Date of Incorporation as a Nonprofit: � 1� No ❑ IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING
Federal Identification Number: 47-1865187
State Identification Number:- 0252886-- 7tT, U L"� �j j PRINT OUT AND ATTACH TO THIS APPLICATION VERIFICATION FROM FEDERAL (IRS) AND STATE (FTB) AS FOLLOWS:
[ji Attach IRS Deductibility Status using this link: http.,I/agps.irs.00y/ar)pteos/ 4 Attach State Entity Status Letter using this link:
{httos ll www.fth..ca.gov/online/self serve entity status letter/index.asp

3. ❑i Attach first page only of most recent IRS Form 990 or attach print out of detailed info about your charity found on this State Registry's Search Tool: httpalrct.doj ca.govNerificationANeh/Search.aspx?facility=Y City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 5 of 13

Il— APPLICATION AUTHORIZATION
Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? No G Yes ❑ IF YES, BRIEFLY DESCRIBE:

Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? No; N Yes ❑ IF YES, PROVIDE COUNCIL MEMBER'S NAME AND TITLE WITHIN THE ORGANIZATION:

This Application has been authorized by the organization's:

Executive Committee ❑ Board of Directors # Members -at -Large ❑ y MISSION STATEMENT OF ORGANIZATION I
BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION/GOALS AND OBJECTIVES.

The specific purpose of Wishers and Dreamers, INC. is to send/donate to children suffering from illness, disease, disabling condition, or fighting medical challenges a hospital gown for their doll, bear, or little buddy to be used as a comfort item, encouragement, and a teaching tool.

Also, Wishers and Dreamers, INC. donates gowns to hospitals, medical facilities, and medical staff for their patients to be used as a comfort item, encouragement, and a teaching tool.

Many Hospital Child Life Programs and Emergency Rooms use the gowns to teach their patients about their treatments or procedures they will encounter during their hospital visit.

FINANCIAL STATEMENTS
Ult'ON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED UPON REQUEST TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW.

City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 6 of 13

FUNDING SOURCES
CITY OF TEMECULA—SINCE MARCH OF 2020, HAS THIS ORGANIZATION RECEIVED (OR IS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM THE CITY FOR ANY PROGRAM? No 0 Yes ❑ IF YES, PROVIDE BELOW.

NAME OF PROGRAM/PROJECT

FUNDED BY THE CITY GRANTOR SPONSORSHIP
AMOUNT
MONTH + YEAR

FUNDING RECEIVED

NAME OF CITY GRANT

OR SPONSORSHIP
OTHER OUTSIDE SOURCES —SINCE MARCH OF 2020, HAS THIS ORGANIZATION RECEIVED (OR IS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM ENTITIES (NOT INCLUDING THE CITY) FOR THE SAME PROJECT/PROGRAM IN THIS APPLICATION? No N Yes ❑ IF YES, PROVIDE INFORMATION IN TABLE BELOW.

AMOUNT

RECEIVED
I

NAME OF ENITY
MONTH + YEAR

FUNDING RECEIVED
----
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 7 of 13

GRANT PROJECT/PROGRAM DESCRIPTION

IMPORTANT- RECEIPTS/INVOICES IS REQUIRED TO BE SUBMITTED TO THE CITY TO VALIDATE THE ORGANIZATION SPENT GRANT

FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECT/PROGRAM AS DESCRIBED HERE 1 DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT_ We are desperately in need of funds to restock our fabric supply. In 2020, during the pandemic, we moved from making our gowns to making cloth facial masks at the request of our community. We made over 28,000 cloth facial masks for our local frontline workers, first responders, Temecula City programs, Local Hospitals and Local Children's Hospitals, Assisted Living, and many more including our local Wineries. This depleted our fabric stock and we have not been able to recoup the supply. The majority of the funds will be used to purchase fabric and supplies to continue our mission of donating our gowns to local hospitals. 2 DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED,

ALSO, INCLUDE A LIST OF GOODS, EQUIPMEMENT, AND/OR SERVICES THIS ORGANIZATION HAS PURCHASED OR PLANS TO PURCHASE WITH AWARDED FUNDS TO SUPPORT THIS PROGRAM/PROJECT.

Wishers and Dreamers hosts in person sewing events that take place in the City of Temecula several times a year. Our local volunteers make and package hundreds of gowns to be donated to children and hospitals.

If awarded the funds we will use the grant to purchase fabric and supplies needed t make and package the gowns. The supplies include, but not limited to, fabric, scissors, thread, packaging materials, postage, shipping, and sewing machines. 3 TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.

Our sewing events are hosted in the City of Temecula and involve volunteers from the Temecula Community. The volunteers consist of students from our local fthools, seniors, families, and individuals in our community that desire to help Comfort children battling medical issues in our local community and hospitals.

The gowns from this grant will be earmarked to be donated to our local Medical Community, including but not limited to, Loma Linda University Medical Center, Rady Children's, Temecula Valley Hospital, Southwest Healthcare System, and local pediatric doctors and surgical centers.
3b ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM:
1000
3 ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: ! 100 City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 8 of 13

PROJECT/PROGRAM DESCRIPTION

CONTINUED
4 SUMMARY STATEMENT - SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OR LESS.

If awarded the grant the majority of the funds will use to purchase fabric and :supplies needed to make and package the gowns. The supplies include, but not limited to, fabric, scissors, thread, packaging materials, postage, shipping, and sewing machines.

AFFECTED THIS NONPROFIT ORGANIZATION'S ABILITY TO SERVE THE TEMECULA COMMUNITY. YOU MAY ALSO INCLUDE INFLATIONARY CONCERNS.
'tYe are desperately in need of funds to restock our fabric supply. In 2020, during the pandemic, we moved from making our gowns to making cloth facial masks at the request of our community. We made over 28,000 cloth facial masks for our local frontline workers, first responders, Temecula City programs, Local Hospitals end Local Children's Hospitals, Assisted Living, and many more including our Iecal wineries. This depleted our fabric stock and we have not been able to recoup the supply. The majority of the funds will be used to purchase fabric and supplies to continue our mission of donating our gowns to local hospitals. 6' IF APPLYING FOR MORE THAN $5,000, EXPLAIN HOW FUNDS HAVE OR (1) CREATE NEW PROJECT/PROGRAM, (2) EXPAND EXISTING PROJECT AND/OR (3) CONTINUE EXISTING PROJECT/PROGRAM.

City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 9 of 13

PROJECT•/PROGRAM BUDGET (do not fill In shaded areas)

LINE ITEMS FOR PROJECT/PROGRAM

REVENUES

EXPENSES

LIST REVENUES/INCOME FOR PROJECT/PROGRAM
Amount of money requested from this City of Temecula
Community Services Grant (Not to exceed $50,000)
$ 5 000
j
Amount contributed to the Project/Program by the Applicant Organization
$ 5,575
I
(:yther grants or funding already awarded for Project/Program, if any $ 0
In -Kind match amount or volunteer credit hours estimated amount $ 300 hrs

TOTAL REVENUE
$ 1 0,575

LIST OF EXPENSES FOR PROJECT/PROGRAM
Sewing Machines and tools
Tools/Equipment $2,000.00
Facilities/Rent/Insurance
Supplies Fabric,Labels, sewing supplies, event supplies Marketing
Services
$1775.00
$ 5 000.00
$ 0
$ 800.00
Food
Other Packaging and delivery
$ 500.00
$ 500.00
Staffing Expense
THIS IS INELIGIBLE TO BE FUNDED BY CITY'S GRANT;
HOWEVER PLEASE INCLUDE.
$ 0

TOTAL EXPENSES

TOTAL BUDGET
$ 1 0,575.00
$ 1 0,575
$
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 10 of 13

PREVIOUS' FISCAL YEAR (FY) 2021-2022 COMPLIANCE REPORT
IF YOUR ORGANIZATION WAS NOT AWARDED A COMMUNITY SERVICE FUNDING GRANT IN FY 21122 (LAST YEAR), THEN SKIP THIS PAGE.

If your organization was awarded a Community Service Funding Grant in FY 2021-2022 (last year) by the City of Temecula, please submit this information.

If your organization was awarded a Community Service Funding Grant in Fiscal Year 2021-2022 by the City of Temecula, all grant funds received must have been expended anytime on or between July 1, 2021, and June 30, 2022. In addition, all grant funds must be substantiated with proper back-up documentation, Failure to provide proper documentation may jeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent.

Ifthe funds were not spent in accordance with the approved/awarded application, the organization will be required to return the amount of funds to the City. To substantiate that Fiscal Year 2021-2022 funds received from the City were spent appropriately, proper back-up documentation including the completed table below with accompanying receipts/invoices, must:,pe submitted to the City on or before due date: September 12, 2022.

1. Fill out table below (make additional copies if needed to explain all expenditures,)

2. Attach copies of receipts/invoices (in the same order as listed in this table.)

3. Send to: City of Temecula, 41000 Main St., Temecula, CA 92590 Attn: City Manager's Office —CSF EXPENDITURE REPORT due on or before September 12, 2022
Organizati Name of Project/Program:

FY 2921-2022 mount of $
CSF'Grant Fun Awarded: Month & Year CSF Grant Received from City:

Number of Benefic ries Living In 92590, 92591, 92592 that Directly Benefilted from this Program/P ject (approximate number of beneficiaries if you do not have precise number).

Date on
Expenditure
E aName of Compan\ Receipt/invoice
on Receipt or Invoice UST se ON OR BETW-;=p�
Amount Description Purpose
LY 1, 2oz1 - JUNE ?n. 7a12

DESCRIBE THE EXPENDITURE PURPOSE OF EXPENDITURE
az
1 $
2i
$
3 $
4 $
5 $
6 $

EXPENDITURE TOTAL
$ EXPENDITURE TOTAL MUST BE EQUAL TO
(OR GREATER) THAN TOTAL AWARD AMOUNT.

City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 11 of 13

FISCAL YEAR (FY) 2022-2023 COMPLIANCE REPORT
If your organization is awarded a Community Service Funding - REINVESTMENT IN TEMECULA Grant In FY2022-2023 by the City of Temecula, follow these instructions.

If your organization is awarded a Community Service Funding Grant - REINVESTMENT IN TEMECULA in FY2022-2023 by the City of Temecula, all grant funds received must be expended anytime on or between March 20, 2020 and June 30, 2024s In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation may jeopardize any funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved/awarded application, the organization may not receive and/or will be required to return said amount of funds to the City. To substantiate that grant funds from the City are spent appropriately, proper back-up documentation including the table below with accompanying receipts/invoices, must be submitted to the City as outlined on this page.

1. Fill out Expenditure Report table below. Make additional copies if needed to explain all expenditures.

A. If awarded $5,000. Submit the following Expenditure Report within 60 days after spending $5,000 no later than June 30, 2024, to demonstrate grant funds were spent in accordance with the Application. [If you were awarded less than $5,000, submit Expenditure Report for that amount.)
B. If awarded grant funds exceeding $5,000. A) Follow #1.A above first. B) To receive grant funds exceeding $5,000 (between $5K-$50K), submit the following Expenditure Report to be reimbursed for the remaining balance of award to demonstrate funds were spent in accordance with the Application. This report can be submitted in $10,000 increments (but no less than $10,000 unless the remaining grant award funding amount is less than $10K). This report must be submitted to the City no later than June 30, 2024 to receive remaining grant funds.

2. Attach copies of receiptslinvoices (in the same order listed in table below).

3. Send to: City of Temecula, 41000 Main St., Temecula, CA 92590, Attn: City Manager's Dept. "CSF-Reinvestment in Temecula"

EXPENDITURE REPORT DATED
Organization: Name of Project/Program:

TOTAL FY 2022-2023 Month & Year FIRST $5,000 check
Amount of Grant Fund Awarded: $ was received from City:

1. Is this Expenditure Report Is to provide documentation for first $5,000 awarded and received? Yes_ or No (already submitted).

2. My organization has already received $ of the total FY 2022-23 Grant Fund awarded by the City

3. Is this Expenditure Report Is submitted to request reimbursement of funds? No or Yes If yes, Amount of Request $ Number of beneficiaries living in 92590, 92591, 92592 that directly benefitted from this Program/Project (apptoximate number of beneficiaries if you do not have precise number) C
E Name of Company
Eon Receipt or Invoice
Z
Q Z 7i
2 3
Date on
Receipt/Invoice

MUST BE ON OR BETWEEN
March 20, 2020 - JUNE 30,
2024
Expenditure

MUST SUPPORT PROJECT/PROGRAM IN APPLICATION & AWARD LETTER Ci
1 Amount Description
Purpose
EXPENDITURE TOTAL $ EXPENDITURE TOTAL l
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 12 of 13

ACKNOWLEDGEMENT/SIGNATURE PAGE
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval.

Please allow time for checks to be processed.
• The awarding of Community Service Funding does not constitute an automatic annual allocation. • ' The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot.
• The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • ` If awarded a Community Service Funding Grant by the City of Temecula last year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I/we hereby certify the information contained in this Application is 1rue to the best of our knowledge and belief.

ORGANIZATION NAME: Wishers and Dreamers, INC.

MAILING ADDRESS: 31915 Rancho California Rd 200-407
Temecula, CA 92591
PRESIDENT / AUTHORIZED OFFICER:

Pamela Babek
0 PHONE: ( 951 ) 764-1800
EMAIL: [email protected]
T E
SIGNATURE: DATE:

IF DIFFERENT THAN ABOVE,
APPICATION PREPARED BY:

CEO
TITLE
9-9-2022

MONTH, DAY, YEAR

PRINT NAME TITLE
SUBMIT ORIGINAL APPLICATION BY MONDAY, SEPTEMBER 12, 2022, TO:

City of Temecula
Community Service Funding
Attn: City Manager's Office
41000 MAIN STREET
TEMECULA, CA 92590
Questions: Stacey. [email protected] (951) 694-6413
Betsy. [email protected] (951) 693-3959
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 13 of 13

INTERNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201
Date: DEC 03 2015

WISHERS AND DREAMERS INC
C/0 PAMELA BABEK
1285 EL CURTOLA BLVD
LAFAYETTE, CA 94549
Dear Applicant:

DEPARTMENT OF THE TREASURY
Employer Identification Number:
47-1865187
DLN:
17053266322005
Contact Person:

MITCHELL P STEELE ID# 31360
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:

June 30
Public Charity Status:
170(b) (1) (A) (vi)
Form 990/990-EZ/990-N Required:

Yes
Effective Date of Exemption:

September 9, 2014
Contribution Deductibility:

Yes
Addendum Applies:

No
We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records.

Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter.

If we indicated at the top of this letter that you're required to file Form 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked.

If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter.

For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities . Enter 114221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements.

Letter 947

-z-

WISHERS AND DREAMERS INC
Sincerely,
///-100�—
Jeffrey I. Cooper
Director, Exempt Organizations
Rulings and Agreements
Letter 947

STATE OF CALIFORNIA
o FRANCHISE TAX BOARD
F' �7 PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
Date: 09/07/2022
ESL ID: 3455537325
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter.

Entity ID: 3709871
Entity Name: WISHERS AND DREAMERS INC.
❑X 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board.

X3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d.

4. We do not have current information about the entity.

El 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b).

Connect With Us
Web: "' ftb.ca.gov
Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States
California
Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12.2019)

8/31 /22, 5:28 PM
199N e-Postcard I Confirmation I California Franchise Tax Board p _ 199N e-Postcard
Confirmation
Print this page for your records. The Confirmation Number below is proof that you su your 199N e-Postcard.

We received your 199N e-Postcard on 8/31/2022 5:28:30 PM.

Confirmation Number: 370987124306
Entity ID:

Entity Name:
3709871
WISH ERS AND DREAMERS INC.

Account Period Information
Account Period Beginning: 7/1/2021
Account Period Ending: 6/30/2022
This is not your entity's first year in business.

Your entity has not terminated or gone out of business.

Your entity has not changed the account period.

Gross Receipts: $7630
This is not an amended return.

An IRS Form 1023/1024 is not pending.

Entity Information
FEIN: 471865187
Doing Business As:

Website Address: https://www.wishersanddream
ers.org/
Entity's Mailing Address

r
aV�
Confirmation
Your Form 990-N(e-Postcard) has been submitted to the IRS • Organization Name: WISHERS AND DREAMERS INC
• EIN:471865187
• Tax Year: 2021
• Tax Year Start Date: 07-01-2021
• Tax Year End Date: 06-30-2022
• Submission ID: 10065620222445832521
• Filing Status Date: 09-01-2022
• Filing Status: Accepted
MANAGE FORM 990-N SUBMISSIONS
Home I a=ffiw-a202 l L.Qg2kd

STATE OF CALIFORNIA
RRF-1
me- n9nnol%

DEPARTMENT OF JUSTICE
PAGE 1 of 5W
i
a_ i.

MAIL TO:

R110W of Chahlable Trusts

ANNUAL REGISTRATION RENEWAL FEE REPORT
(For Registry Use Only)
Sacramento, Sox 90'CAr94203-4a7D

TO ATTORNEY GENERAL OF CALIFORNIA
STREET ADDRESS:

Sections 12586 and 12587, California Government Code
13001 street
11 Cal. Code Regs, sections $01.306, 309, 311, and 312
Sacramento, CA 95814
(916) 210.6400
Fallura to submit this report annually no later than four months and fifteen days after the end of the erganbartloMs accounting period may rasutt In the loss of talc exampdon and the assessment of a WEBSITE ADDRESS:
minlmumux of $800, plus hftms%andrer lines or filing pesaltias. Revenue A To cation Coda section b28M1aag.ra,0otdthadpea
23703; Government Code section 12586.1. IRS extensions will be honomd, Check if:

WISHERS AND DREAMERS INC.
❑Change of address
❑Amended
Name o ganUgl on
report
List ail DBAa art names a organixalion uses or has vsed -
31915 RANCHO CALIFORNIA ROAD 4280-407
State Charity Registration Number 0252885
Addross umber a noet)
TEI�EC[]LA CA 92591
Corporation or Organization No. 3709871
try or Iowa, Slat$ and1,17 coo
(951) 764-1800
Federal Employer ID No. 47-1865187
okphono Num rE-mailAddress
ANNUAL REGISTRATION RENEWAL FEE SCHEDULE (11 Cal. Code Regs. sections 301.307, 311, and 312) Make Check Payable to Department of Justice
I.otalR venue Ele
TSLtW Revenue Eta
TQ1a Revanuq
Ees
Less than $50,000 $25
Between $250,001 and $1 million $100
Between $20,000,001 and $100 million $800
Between'$50,000ond $100,000 $50
Between $1,000,001 and $5 million $200
Between $100,000,001 and $500 million
$1,000
Between 3100,001 and $250,000 $75
Between $5,000,001 and $20 million $400
Greater than $500 million
$1,200
PART A — ACTIVITIES
For your most recent full accounting period (beginning 7 /01/21 ending 6/30/22 ) list:

Total Revenue $
(includironcash contributions) 7 630� Noncash Contributions $ 0 , Total Assets $ 8,457.

Program Expenses $ 16,531. Total Expenses $ 26,215.

PART E — STATEMENTS REGARDING ORGANIZATION DURING THE PERIOD OF THIS REPORT Note: All questions must be answered. If you answer 'yes! to any of the questions below, you must attach a separate page providing an explanation and details for each'yee response. Please review RRF-1 Instructions for information required.

Yes Na
1 During this reporting period, were there any contracts, loans, leases or other financial transactions between the organization and any director Iruttoe thereof,
❑
K
❑
officer, of either directly or with an entity in which any such officer, director at trustee had any financial interest? 2 DurinTthis reporting period, was there any theft, embezzlement, diversion or misuse of the organization's charitable properly or funds? ❑
❑
a
3 During this reporting period, were any organization funds used to pay any penalty, fine or Judgment? 4 Duriru; this reporting period, were the services of a commercial fundraiser, fundralsing counsel for charitable purposes, or commercial ❑
0 cove&rirer used?
5 During,this reporting period, did the organization receive any governmental funding? ❑
a
6 During this reporting period, did the organization hold a raffle for charitable purposes? ❑
' 7 Does'!he organization conduct a vehicle donation program? ❑
❑X
8 Did the organization conduct an independent audit and prepare audited financial statements in accordance with for this
❑
generally accepted accounting principles reporting period? 9 At the end of this reporting period, did the organization hold restricted net assets, while reporting negative unrestricted net assets? ❑
I declare under penalty of perjury that I have examined this report, including accompanying documents, and to the best of my knowledge and belief, the contru correct and complete, and I am authorized to sign.

E��7
PAMELA BABEK CEO V 3 2
gnature r Ihorlw pled ime T11!c Date
CAEA9801L 01/26/22

TATE OF CALIFORNIA
T•TRA
]rig, Q912017) ,
MAIL TOi
Registry of Charitable Trusts

ANNUAL TREASURER'S REPORT
P.O. Box 903447
Sacramento, GA94203-4470

ATTORNEY GENERAL OF CALIFORNIA
Section 12586, California Government Code
STR EET ADDRESS:

STR
11 Cal. Code Rags., Section 301
f Street
Sacramento, CA 96014
(916)210-6400
(FORM CT-TR-1)
WEBSITE AQ,DRESS:
�a1A�QYdShRItItA9
WISHEI7S AND DREAMERS INC.

Name of Organization
31915 RANCHO CALIFORNIA ROAD #200-407
Address (Number and Street)
TEMECULA, CA 92591
City or Town, State and ZIP Code
r
ASSETS

DEPARTMEW OF JUSTICE
PAGe 1 of
r Registry Use Only
State Charity Registration Number 0262885
Corporation or Organization No. 3709871
Federal Employer I.D. No. 47-1865187
For annual accounting period ( beginning 07 1 01 1 2021 ending

BALANCE SHEET
Cash
$ 6,307.00
Savings
$
Investment
$
LandlBuildings
$
Other 4";ets
$ 2.150.00
TOTAL ASSETS $ 8,457.00

REVENUE
06 1 30 12022 )

LIABILITIES
Accounts Payable
$
Salary Payable
$
Other Liabilities
$

I TOTAL LIABILITIES
1 $
1 FUND BALANCE
Total Assets less Total Liabilities
$ 8,457.00 �l

REVENUE STATEMENT

EXPENSES
Cash Contributions
Noncash Contributions
$ 7,629.00
$ T
Program Revenue
$
Investm+i°Its
$ 1.00
Special Events
$
Other Revenue
$
TOTAL REVENUE $ 7,630.00
NET RE.10ENUE
Total Revenue less Total Expenses $-18,585.00
Compensation of Offlcers/Dlrectors $
Compensation of Staff
Fundraising Expenses
Rent
Utilities
SupplieslPostage
Insurance
Other Expenses

TOTAL EXPENSES
$
$
$
$
$ 4.303.00
$ 1,925.00
$ 19,987.00
$ 26,215.00
hereby declare under penalty of perjury that I have examined this report, including accompanying documents, and, to the best of my knowledge rnd belief, the content Is tr e, correct and complete and I am authorix d to sign. gnature thorized Agent Printed Name Title date

FY 2022/2023

COMMUNITY SERVICE FUNDING

REINVESTMENT IN TEMECULA
GRANT APPLICATION #
66 WOMEN ORGANIZING WOMEN
INC.

CITY OF TEMEC i J LA
FISCAL YEAR 2022 - 2023

COMMUNITY SERVICE FUNDING - REINVESTMENT IN TEMECULA

PROGRAM APPLICATION
(Please Print or Type)N
DUE ON OR BEFORE: MODAY, SEPTEMBER 12, 2022

PROJECT/PROGRAM INFORMATION I
Amount Requested: $ $50,000 MAXIMUM ALLOWABLE: $50,000 PER ORGANIZATION Project/Program Title: the Lvd_;� prQjecs,Mp{EQ x;en soclal E��@gyp Start Date: 7/2/2022 End Date: N/A Physical Address of Project/Program: 41765 Rider Way, Temecula CA 92590

INCLUDE IF DIFFERENT THAN ORGANIZATION'S MAILING ADDRESS If Grant is Awarded, Make Check Payable to: Women Organizing Women, Inc Mailing Address: PO Box 1382 Temecula CA 92593

I ORGANIZATION AND GEOGRAPHIC AREA SERVED I
Name of Applicant
Organization: Women Organizing0[ganizing Women Inc Year Founded: 2013 Website: wvvw,womenor anizin womeninc.or Social Media: Facebook: Women Organizing Women, Inc The Lydia Project Facebook Group: The Lydia Marketplace, Insta ram: Women Organizing Women Number of Paid Staff: 0 Number of Volunteers: 78 documented volunteers Geographic Area(s) the Organization Serves: Temecula, CA, Nationally, West Africa, and South India Geographic Area(s) the Project/Program Serves: Temecula, CA NOTE: COMMUNITY SERVICE FUNDING GRANT PROGRAM FUNDING MUST BE EXCLUSIVELY USED TO SERVE TEMECULA.

Contact Name: Robin McCoy Title/Position: President
Contact Person's Direct Telephone: 951-676-8010 Contact Person's Email: [email protected]

NONPROFIT STATUS
Is this organization incorporated as a nonprofit? YesJQ Date of Incorporation as a Nonprofit: 10/28/2013 No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING
Federal Identification Number: 46-2236828 State Identification Number: C3508295 PRINT OUT AND ATTACH TO THIS APPLICATION VERIFICATION FROM FEDERAL (IRS) AND STATE (FTB) AS FOLLOWS:

1. [ 'Attach IRS Deductibility Status using this link: http //apps-irs., ov/applees/

2. aAttach State Entity Status Letter using this link:
https-:// www.ftb,ca.-gov/online/self serve entity status lettedindex.asp

3. D�Attach first page only of most recent IRS Form 990 or attach print out of detailed info about your charity found on this State Registry's Search Tool: htt :1/rct.do".ca. ovlVerificationiWehlsearch.asp facility - City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 5 of 13

FINANCIAL STATEMENTS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM THE CITY FOR ANY PROGRAM? No ❑x Yes ❑ IF YES, PROVIDE BELOW -
NAME OF PROGRAM/PROJECT AMOUNT MONTH + YEAR NAME OF CITY GRANT

FUNDED BY THE CITY GRANTOR SPONSORSHIP I FUNDING RECEIVED OR SPONSORSHIP A
OTHER OUTSIDE SOURCES —SINCE MARCH OF 2020, HAS THIS ORGANIZATION RECEIVED (OR IS

CONCURRENTLY REQUESTING) ANY OTHER SOURCES OF FUNDING FROM ENTITIES (NOT INCLUDING THE CITY) FOR THE SAME PROJECTIPROGRAM IN THIS APPLICATION? No ❑ Yes © IF YES, PROVIDE INFORMATION IN TABLE BELOW.

AMOUNT MONTH +YEAR

RECEIVED NAME OF ENITY

FUNDING RECEIVED
$ 500 Indigo life Communications, Inc. July 2022
Women Organizing Women Fundraiser various donors
$11775 g g ( ) July 2022
$10, 000 omen Organizing Women (Donor pledges for the next 4 �022 ept, Oct, Nov, Dec,
months, $2500 per month)
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 7 of 13

2 DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.

ALSO, INCLUDE A LIST OF GOODS, EQUIPMEMENT, AND/OR SERVICES THIS ORGANIZATION HAS PURCHASED DR PLANS TO PURCHASE WITH AWARDED FUNDS TO SUPPORT THIS PROGRAM/PROJECT.

Women Organizing Women will spend the grant funding on:

Commercial Refrigerator $1949, Double deck Commercial oven $5699, Commercial fryer$ 1388.05 NSF 3 compartments sink 692.10, 40 gallons freshwater tank $173.99, 60-gallon grey water tank $356 Generator 1499, NSF hand sink $494.10, 6 burner countertop range $949, 4 burner griddle top $259, air conditioner $1350, 3 door prep refrigerator $2799, char broiler with 2 drawer $3019,2- countertop with backsplash $3942 6- pantry shelves $2099, Electric Bosch 7G water heater $1399.64, propane cylinder 401b $229, 2- service window $1546, 8'nsf etls hood with 1 exhaust fan and fire suppression system $5429, 32'inch rear door $1300, engineering and state licenses for build out $6500, storage fees for 1 year $3000, maintenance, supplies(pots and pans), and gas $8000
'Women Organizing Women is actively searching for the truck and plan to purchase this truck by the end of the year.

PROJECT/PROGRAM DESCRIPTION

CONTINUED
SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS. omen Organizing Women, Inc is a faith base nonprofit organization that does not discriminate based on another rrson belief system. Food insecurities are real even in our beautiful city of Temecula where 7.6% of the population at poverty level. If we take the number of people at poverty level in the city of Temecula and divide that number the number of our volunteers, one volunteer would feed an additional 80 people in 1 year. If we partner with nonprofits who has the same objective, the impact will result to a city with no poverty.

I had to summarize all the answers of 1 thru 3, the summary will read as follows:

Lydia Project Mobile Kitchen Social Enterprise (1) creates jobs, (2) establish business partnerships, (3) inspire epreneurs, (4) works alongside other nonprofit organizations to satisfy mission initiatives and (5) The mobile ien Social Enterprise will help secure food sources to local families who are concerned about their next meal. 5 IF APPLYING FOR MORE THAN $5,000, PLEASE EXPLAIN HOW THE COVID-19 PANDEMIC

AFFECTED THIS NONPROFIT ORGANIZATION'S ABILITY TO SERVE THE TEMECULA COMMUNITY. YOU MAY ALSO INCLUDE INFLATIONARY CONCERNS.
affected Women Organizing Women, Inc ability to serve the community of Temecula was simply based on A the pandemic to interact with the public. Many volunteers did not feel safe engaging with the public of the consequence of contracting Covid-19.
we were not able to have our annual fundraising events, Women Organizing Women stayed diligent in or those grieving and suffering from depression; provided grief counseling, connected virtually through !dia outlets, specifically, the Lydia Project Marketplace in continuing encouragement of women in business esting a variety.of strategies to sustain their businesses which will in turn sustain their households. )rganizing Women was also able to give 2 grants in 2021 both grants of $500 one for a Minority woman owner and the other grant was given to Women in the Military in the month of November for Veteran's Vomen Organizing Women inflationary concerns are for the families, small business owner, and nonprofit rganizations of Temecula. If the families in our community are stress about spending more money to stay above Later, then the small business owner and non-profit organization will not receive the business or donations from a ommunity that is stress and/or short on finances, this eliminates the community walking into businesses and/or ending a $20 donation towards an organization mission initiative. The Lydia Project Mobile Kitchen Social nterprise will be one vehicle in providing a food source to families, income to small businesses, and donations to nonprofit organizations.

PROJECT/PROGRAM BUDGET (do not fill in shaded areas)

LINE ITEMS FOR PROJECT/PROGRAM REVENUES EXPENSES

LIST REVENUES/INCOME FOR PROJECT/PROGRAM
Amount of money requested from this City of Temecula $ 50,000 Community Services Grant (Not to exceed $50,000)
Amount contributed to the Project/Program by the Applicant $10,000 Organization
Other grants or funding already awarded for Project/Program if any I $12275 In -Kind match amount or volunteer credit hours estimated amount $18650 TOTAL REVENUE $90925

LIST OF EXPENSES FOR PROJECT/PROGRAM
Tools/Equipment
$36571.88
Facilities/Rent/Insurance
$9999.96
Supplies
$12000
Marketing
$6000
Services
$12000
Food
� 14400
Other
$9248
Staffing Expense THIS IS INELIGIBLE TO BE FUNDED BY CITY'S GRANT; $ 0
HOWEVER PLEASE INCLUDE.

TOTAL EXPENSES
$100,219.84
TOTAL BUDGET $90925
$100� ,219.84
City of Temecula Community Service Funding - Reinvestment in Temecula GRANT APPLICATION Page 10 of 13

INTERNAL REVENUE SERVICE
P. O. BOX 2508
CINCINNATI, OH 45201-
Date:

WOMEN ORGANIZING WOMEN INC
41911 5TH ST STB 100
TEMECULA, CA 92590
Dear Applicant:

DEPARTMIMT OF THE TREASURY
Employer Identification Number:
46-2236828
DLN:
17053060304043
Contact Person:

DAVID AGUILERA ID# 75867
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:

December 31
Public Charity Status:
170 (b) (1) (A) (i)
Form 990 Required:

No
Effective Date of Exemption:

September 18,2012
Contribution Deductibility:

Yes
Addendum Applies:

Please see enclosed Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization.

Enclosure: Publication 4221-PC
Sincerely,
Director, Exempt Organizations
Letter 947 (DO/CG)

Form 990-N Electronic Notice (e-Postcard) OMB No. 1545-2085 Department of the Treasury for Tax -Exempt Organization not Required to File Form 990 or 990-EZ Internal Revenue Service
A For the 2021 Calendar year, or tax year beginning 2021:t11.01 and ending 2021-1W B Check if available
❑ Terminated for Business
Q Gross receipts are normally $50,000 or less
E Website:
www.wom uA[ganizingytomilinc.oro
2021
Open to Public Inspection
C Name of Organization: iA[QMF.KQKWI2IKQ WQMEN,INC D Employee Identification PO Box 1302, inmacute, Cg, Number 46-ZZ2 68Zq
Mfi, 92593
F Name of Principal Officer: Robin McCoy,
31976 Granville Drive,
Winchester, CA-U.S, U115
Privacy Act and Paperwork Reduction Act Notice: We ask for the information on this form to carry out the Internal Revenue laws of the United States You are required to give us the information. We need It to ensure that you are complying with these laws_ The organization is not required to provide information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. The rules governing the confidentiality of the Form 990-N is covered in code section 6104.

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Note: This Image Is provided for your records only. Do Not mall this page to the IRS. The IRS will not accept this filing via paper. You must file your Form 990-N (e-Postcard) electronically.

Regis tran t De .'airs
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RCT Registration Number: Issue Date: 10/11/2012
Record Type: Charity Registration Effective Date: 10/11/2012 ,Date of Last Renewal: DBA:

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No Related Records

Item No. 14

CITY OF TEMECULA

AGENDA REPORT
TO: City Council
FROM: Aaron Adams, City Manager
DATE: November 15, 2022
SUBJECT: Receive and File the Recommended Updated Allocations from Community Reinvestment Program Funding (At the Request of Subcommittee Members Mayor Rahn and Council Member Edwards)
______________________________________________________________________________ PREPARED BY: Kevin Hawkins, Assistant City Manager
RECOMMENDATION: That the City Council receive and file the recommended updated allocations from Community Reinvestment Program (CRP) Funding and provide general direction regarding the same.

BACKGROUND: At the Strategic Fiscal Planning Ad Hoc Council Subcommittee (Mayor Rahn and Council Member Edwards) meeting on October 5, 2022, Staff provided the Subcommittee with the latest status update on allocated CRP funds. The City Council approved CRP funding allocations on March 8, 2022, in the following six categorical appropriations over the next two fiscal years (from the Community Reinvestment Fund):

1.Business Support $3,580,000
-Outdoor dining in Old Town ($2,000,000)
Funds originally designed to assist restaurants within Old Town to develop dining parklets that meet the City’s aesthetic criteria, as well as ADA standards and pedestrian safety.

Funding was subject to the approval of the City Council this Spring, to determine whether the Outdoor Dining program would be extended beyond June 30, 2022. The program was not extended, leaving a balance of $2,000,000 within the Community Reinvestment Program Fund for business support as part of the COVID-19 Pandemic Community Reinvestment Program. $1,500,000 was allocated for the Outdoor Dining Program in Old Town with the remaining $500,000 appropriated to launch comprehensive "way-finding" decorative signage throughout Old Town. This includes the development of a sign program and construction of decorative signs. Currently in design, these decorative way-finding signs are intended to help direct visitors to parking, restaurants, businesses, and civic facilities throughout Old Town.
-Marketing campaign to increase local economy ($500,000). The City’s Office of Economic Development has partnered with the Small Business Development Center (SBDC) on bringing brick-and-mortar businesses into the digital world, through a program called “Main Street Digital”. This program will assist Temecula businesses in creating a digital

presence learning to drive traffic through paid and non -paid advertising. Each business owner will be assigned an SBDC business consultant to assist them. Every quarter the SBDC will track and measure the success of each business owner as they deploy their marketing campaigns. The SBDC will track changes in sales, jobs created and increase in customer traffic. The funds will be used as grants for each business owner to pay for eligible expenses relating to the marketing digitalization of their business. The City will designate SBDC for implementation of the program and issuance of the $500,000 grant funds. The SBDC will work with each business to complete a W-9 and grant agreement. - General Business Grants ($1,000,000)
The overall use of this grant is concentrated on providing Temecula local businesses with support for workforce and staffing needs. Multiple strategies will be deployed for this, which includes:
$300,000 Externship Funding ($100k annually for three years): Business Grants will place and fund qualified workers into paid extemships with Temecula in the automotive, manufacturing, hospitality, construction, and non-profit sectors. This is an expansion of the Temecula Summer Youth Employment Program, which has successfully placed youth ages 16-24 with local businesses. This effort assists local businesses in also addressing the workforce gap and provide valuable training, mentorship, skills, and paid experience to local youth.
- $180,000 Internship Funding ($60k annually for three years): This will expand the highly successful Internship program to support internal City operations and to provide local Temecula area youth with opportunities for learning and advancement. The funding will assist the City in placing paid interns in nearly all departments, including at the TVE2, the City's business resource center.

Proposed $520,000 Business Support Grants (working on TVE2 Expansion to 2nd floor to create an Entrepreneurial Resource Center with ED regional partners; this grant program will be vetted thereafter with expanded partnerships at TVE2 for best program outcomes. - Rent waiver for businesses at the Temecula Valley Entrepreneur's Exchange ($80,000): To support the entrepreneurs of the Temecula Valley, the Office of Economic Development proposes to waive rent at the City's business incubator, the TVE2, for a timeframe of three years or until the $80,000 is expended. The rental waiver will apply to all existing and incoming incubator tenants that occupy the TVE2. The rent waiver expands the City's support of local entrepreneurs in the Temecula Valley and will be used to recruit prospective tenants.

2. Non -Profit Support $2,000,000
- Non-profit support grant funding will invest in the community and assist in recovery from the economic impacts of the global pandemic. The grant will aid local tax exempt 501(c)(3) nonprofit organizations with eligible programs/projects that serve Temecula residents in some of the following categories: families, youth, special needs, seniors, veterans, social service providers, the arts, and minorities (which includes cultural, ethnic, racial, or other distinct groups that experience a narrowing of opportunities in proportion to their total population).

- A total of $2,000,000 appropriated for nonprofit support is proposed to be divided into two application rounds at $1,000,000 each. Round 1 will be in 2022 (with Community Services Funding Subcommittee — Schwank/Stewart) recommendations from the meeting of 10/25/22 and Round 2 will be in 2023. The application periods for both will be open from July through September. Applicants may request up to $50,000 for goods/services expended no earlier than March 20, 2020 (when the pandemic started) and no later than June 30, 2024. This grant will follow a similar policy currently used for the City's annual Community Service Funding (CSF) Grant, https://temeculaca.gov/440/Communiiy- Service-Funding-Grants in terms of general policy, funding philosophy, eligibility, guidelines, procedure, criteria, and compliance. Expenditures may be made prior to grant submission at the start of the pandemic when fundraising opportunities for nonprofits were bleak. In such cases, receipts shall be included with the application. Additionally, because of the large nature of possible grant awards, quotes/estimates will be requested to be included with the application for future purchases. In all cases, compliance requires the award applicant to substantiate all grant funds were spent with the approved purpose stated on the application. As noted, these applications will be vetted through the Community Service Subcommittee and brought to City Council for full approval.

3. Homeless Services $1,000,000
- This additional funding will assist staff in continuing to combat homelessness, mitigate encampment activity (including cleanups and fencing), provide outreach services and ongoing support to the Responsible Compassion partners. Staff recommended dividing this allocation roughly in half and funding approximately $500,000 in expanded outreach, prevention and diversion programs and other services, and $500,000 in infrastructure, primarily fencing. Fencing has been a key element in developing City infrastructure which discourages unwanted behavior such as trespassing and vandalism, so an additional investment in fencing will allow staff to install fencing in identified high -value areas along Temecula and Murrieta Creeks.

4. Housing Assistance $5,500,000
- Vine Creek Affordable Housing Project ($4,000,000)
Funding to assist project in becoming competitive for tax -credit financing. This project will provide for 60-units of affordable housing with 12 units designated for families with special needs. Note: This funding was approved at the February 22, 2022, City Council Meeting.
- Uptown Temecula Future Affordable Housing Project ($1,000,000) Funding designed to attract future affordable housing project in Uptown Temecula. - Residential Rehabilitation Grant Program ($500,000)
Funding to be provided through Habitat for Humanity to low/moderate-income households to expedite the completion of critical home improvements, including those related to health and safety, the Americans with Disabilities Act, and specific needs of seniors.

5. Behavioral Health Services Support $1,000,000
- Funding to support Veterans, First Responders (police, fire, medical services) and other at - risk individuals as identified by the City's Homeless Outreach Team (comprised of Community Services and law enforcement personnel), typically associated with the City's at -risk youth and homeless population needing behavioral health services in the form of a Temecula Safe grant. The City will provide a grant to the Temecula Valley Hospital to assist veterans, first responders and the other at -risk homeless individuals that reside/work in Temecula needing behavioral health services, which would seek to cover the gap between insurance coverage and the cost of behavioral health care. The proposed grant amount would be from $5,000 - $25,000 per individual/family within the identified groups.

The City's Quality of Life Master Plan prioritizes a core value of a healthy and livable city that will allow for adequate community benefit findings to support the aforementioned and not a for profit entity.

6. Hh!her Education/Workforce Development $1,000,000
CSUSM/MSJC community & business certificate programs $1,000,000:

The City's Office of Economic Development proposes to continue to work alongside California State University San Marcos Temecula Campus and Mt. San Jacinto College Temecula Campus in fostering and creating a comprehensive higher education facility to benefit the residents and businesses of the Temecula Valley. The City is particularly interested in seeing CSUSM Temecula and MSJC Temecula continue to work together on the creation of accelerated degrees and certificate programs that are relevant and needed to help support the business and economic ecosystem in Riverside County, and to equip residents with the tools needed to secure quality employment. The recent completion of MSJC's Temecula Campus, which includes thousands of square feet of growth opportunity, makes it the perfect location for both campuses to grow and flourish in creating the next level of higher education. The City proposes that CSUSM Temecula and MSJC Temecula each receive $500,000 to be spent on completing the buildout of a collaborative higher education environment located at the newly opened Mt. San Jacinto College Temecula Campus.

Additionally, at the recent Strategic Fiscal Planning Subcommittee meeting, representatives from Temecula Valley Hospital (TVH), CAL FIRE, and Riverside Sheriff's Office attended to provide background on possible options for allocating the Category S. Behavioral Health Services Support - $IM, which at the recommendation of this subcommittee, had previously been set aside by the City Council to address mental and behavioral health needs in the community.

At the conclusion of the meeting, it was recommended that staff explore the reallocation of the discontinued Old Town Outdoor Dining program funding, which was budgeted at $1,500,000.

Following powerful testimonials from Fire Chief Crater and RSO Capt. Hall on the need for additional focus, support, and resources for behavioral and mental health services in public safety, the Subcommittee concluded that CRP funding would make an immediate and significant impact for those public safety/first responders personnel assigned to Temecula.

As such, with the concurrence of the Subcommittee, it is recommended that the Old Town Outdoor Dining allocation be reduced by $500,000 (from $1.5M to $1M), and reallocate the monies to CAL FIRE and RSO ($250,000 each) to support their direct -to -members mental health resources.

Additionally, TVH requested to receive $575,000 annually for two years to provide mental health resources to veterans, first responders, and other at -risk populations upon the completion of their expansion in 2024. Prior to any additional consideration of funding reallocation, the Behavioral Health component prescribed to TVH was allocated at $1,000,000. The current TVH proposal exceeds that amount by $150,000.

Staff recommends maintaining the $lM allocation to TVH at $500,000 annually for two years.

The revised categories still total $14,080,000 (see attached).

Previously, the Subcommittee entertained the following Old Town Outdoor Dining funding reallocation options: 1) Old Town Parklets (small gathering areas), 2) Vacant lot beautification, and 3) Enhancing Old Town Holiday lights/decorations. The recommended funding allocation still maintains an available balance of $1,000,000 to pursue those recommendations and/or other City Council considerations for overall community benefit, impact, and fiscal transparency.

FISCAL IMPACT: It is anticipated that a total of $14,080,000 in community support grants will be appropriated from the Community Reinvestment Program Fund over the next two fiscal years, to assist in mitigating the economic impacts of the global pandemic.

ATTACHMENT(S): COVID-19 Pandemic Community Reinvestment Program (CRP) Summary

City of Temecula
COVID-19 Pandemic Community Support Program
Total Appropriation Recommendation 14,080,000
Appropriation Categories
1 Business Support
3,080,000
Previous Outdoor Dining Allocation
1,000,000
- Wayfinding Signs in Old Town
500,000
- Campaign to boost local economy
("Main Street Digital")
500,000
- General Business Grants
520,000
- Intership/Externship
480,000
-Waive Incubator Businesses' Rent
80,000
- Families/Youth
- Veterans
- Special needs
- Minorities 2,000,000
- Social Service providers
- The Arts
- Seniors
3 Homeless Services 1,000,000
- Homeless Prevention/Diversion 500,000
- Fencing 500,000
4 Housing Assistance F
- Affordable Housing (Vine Creek Project)
- Affordable Housing Project (Uptown Temecula)
- Residential Rehabilitation Grants
> through Habitat for Humanity
5,500,000
4,000,000
1,000,000
500,000
5 Behavioral Health Services Support 1,500,000
TVH Behavioral Health Service Expansion
- Veterans
- First Responders (Public Safety, Medical) 1,000,000
Homeless Individuals/families
- At -risk Youth
Direct Support to First Responders
- CAL FIRE Benevolent Fund 250,000
- RSO Direct Support 250,000
6 Higher Education/Workforce Development 1,000,000
- MSJC/CSUSM program expansion and campus
1,000,000
buildout ($500k to each institution)

Item No. 15

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Luke Watson, Deputy City Manager
DATE: November 15, 2022
SUBJECT: Approve Quality of Life Master Plan (At the Request of Subcommittee Members Mayor Rahn and Council Member Edwards)
PREPARED BY: Matt Peters, Principal Planner
RECOMMENDATION: That the City Council approve, in substantial form, the Quality of Life Master Plan 2040.

BACKGROUND: The City's Quality of Life Master Plan (QLMP) was adopted during the Fall of 2011 and identified six Core Values including:

1. Healthy and Livable City;

2. Economic Prosperity;

3. A Safe and Prepared Community;

4. A Sustainable City;

5. Transportation Mobility and Connectivity; and

6. Accountable and Responsive City Government
The initial version of the plan, referred to as QLMP 2030, reflected a 20-year planning period from 2010-2030. That document included specific goals; key accomplishments; key findings; metrics of progress; and strategic priorities. Since adoption of the plan, projects or programs proposed in the City's Capital Improvements Program (CIP) and Annual Operating Budget (AOB) were required to describe how they help achieve the goals and objectives of the Core Values.

Performance indicators were reviewed annually by all departments for conformance with the City's Core Values and achievement of goals. Given the substantial progress made to implement the plan during the last several years, the General Plan Update Subcommittee at that time, consisted of Mayor Maryann Edwards and Mayor Pro -Tern Matt Rahn, decided it was time to update the QLMP to set the direction for the City over the next twenty years. It was also intended that the QLMP would provide the foundation for a comprehensive update to the City's General Plan using the Core Values as the organizing principles.

Furthermore, the update includes the addition of a seventh Core Value, referred to as "Equity." Inclusion of the Equity Core Value is based on direction from the City Council through a

Resolution passed on August 25, 2020 to implement three specific phases of the Race, Equity, Diversity, and Inclusion (REDI) initiative, which includes: 1) establishing a REDI Commission, 2) diversity training for City Staff, and 3) Equity Core Value in the QLMP.

Citizens' Community Opinion Survey
The first step in the process of updating the plan was to conduct a Citizen's Community Opinion Survey. The City regularly engages a third party to conduct community surveys of citizen satisfaction, priorities, and concerns on a variety of services that the City provides. The survey methodology combined mail and telephone recruiting strategies with online data collection to ensure accessibility and statistically reliable data sampling. The results of the survey were summarized for the Blue Ribbon Committee (BRC) at each meeting to inform the plan update and decision -making process.

Blue Ribbon Committee (BRC)
On April 19, 2021, the City Council appointed a Blue Ribbon Committee (BRC) to assist with the update to the QLMP. Like the first QLMP adopted in 2021, the BRC appointees represent diverse geographic, demographic, and economic interest of the City. The BRC included the following members:
• General Plan Update Subcommittee;
o Mayor Matt Rahn and
o Councilmember Maryann Edwards;
• A representative from each of the City's Commissions and Boards, including; o Public/Traffic Safety Commissioner David Matics;
o Community Services Commissioner Kathy Sizemore;
o Planning Commissioner Lanae Turley-Trejo;
o Race/Equity/Diversity/Inclusion Commissioner Eric Faulkner; and o Old Town Local Review Board Member, Ross Jackson; and • Community Representatives;
o Aaron Petroff, Social Work Action Group (SWAG)
o Amy Minniear, representing the Special Needs Community o Brooke Nunn, Temecula Valley Chamber of Commerce
o Carl Love, Local Historian
o Darlene Wetton, Temecula Valley Hospital
o Gary Oddi, Bike Temecula Valley Coalition (BTV)
o Jacob Mejia, Pechanga Band of Luiseno Indians
o Jeremy Brown, Mount San Jacinto College (MSJC)
o Juan Carlos Duron, Optiforms
o Karen Valdes, Temecula Valley Unified School District (TVUSD) o Kimberly Adams, Visit Temecula Valley (VTV)
o Sandy Rosenstein, Interfaith Council

o Chad Pelekai, Camp Pendleton
o Scott Treadway, Rancho Christian Schools
o Tammy Marine, Habitat for Humanity
o Teri Biancardi, Sierra Club
The BRC members played a vital role in the plan update. They held several meetings to review the Citizens' Community Opinion Survey results on topics related to each Core Value, consider new data on population and economic trends, and to discuss evolving issues and conditions in the City and surrounding region. Most importantly, they helped update the goals and objectives, and the Citizen's Priorities Timeline for the next twenty years.

Public Outreach
The QLMP 2040 update was developed through an extensive community outreach process, including three separate surveys. In addition to the Citizen's Community Opinion Survey, the City conducted another survey with questions focused on the goals and objectives in the QLMP. The QLMP survey was promoted on three major social media platforms, which resulted in over 800 responses. Results from the QLMP survey indicated a low number of responses from the youth and young adult demographic (ages 16-24) so a third survey was conducted, as well as a roundtable discussion with the City's Youth Advisory Committee (YAC).

In addition to the three surveys, the City held four Saturday morning pop-up events at community events and nineteen publicly noticed meetings on the QLMP update, including two City Council workshops, and two online virtual workshops. The City also had a dedicated webpage Temeculaca.gov/QLMP where residents could learn more about the update, sign up for e-mail notifications, and watch video recordings of each BRC meeting.

Equity Core Value
As mentioned previously, the City Council adopted Resolution No.20-59, on August 25, 2020.

This resolution is often referred to as the City's Race/Equity/Diversity/Inclusion Initiative. The Agenda Report associated with the Resolution presented on July 14, 2020, recommended incorporation of the core principles of the Race, Equity, and Leadership (REAL) program, developed by the National League of Cities, of which the City is a member (Exhibit A).

City Staff and the QLMP Consultant held three meetings with the REDI Commission to develop the Equity Core Value. A Draft of the Equity Core Value was then presented to the BRC with background on the REDI Initiative provided by Director of Legislative Affairs/City Clerk Randi Johl, additional background about the process of developing the Equity Core Value was provided by REDI Commissioner, Eric Faulkner, and a pre-recorded video by Mayor Matt Rahn describing the City Council's perspective on including the Equity Core Value in the QLMP.

Vision Statement
The vision statement included in the QLMP 2040 update was based on input from BRC members, which focused on the themes of innovation, family, home, and small town character. The vision statement also utilized familiar references around City Hall. The statement "Old Traditions. New Opportunities." is on the City seal. The Council Chambers, named after former Councilmember Jeff Comerchero, pays homage to his often -referenced statement, "You never regret doing it right." And finally, City Staff often refer to our culture of doing things the "Temecula Way" in reference to collaborating with other departments and taking into consideration as much input as possible from local residents. All of these factors were combined, resulting in the following Vision Statement:

With a deep understanding of our history, the City of Temecula is a community and culture on the move. We are dedicated to family, neighborhoods, economic prosperity, education, health, and safety. Focused on doing it right the first time, we continue to pursue the highest quality of life for all — something we call... "The Temecula Way. " Maior Themes Incorporated into the QLMP 2040 Update
As a result of the community surveys, BRC meetings, and extensive public outreach, several themes became apparent for inclusion in the QLMP update. The major themes incorporated into include: A Focus on Safety; Creating Local Jobs and Providing Career Technical Education; Additional Youth Opportunities and Services; Increased Resiliency (as relates to infrastructure, the economy, natural resources, disaster planning and hazard mitigation); Preserving the Environment; Taking a Regional Approach to Address Traffic; Implementing Technology to Improve Service Delivery to Residents; working with Developers to Provide Attainable Housing; and Equity - including extensive community outreach and the removing barriers so all residents can participate in local government programs and activities.

Meetings with Commissions and the General Plan Update Subcommittee City Staff and the consultant presented the Draft QLMP to the Public/Traffic Safety Commission on August 25, 2022, the Community Service Commission on October 10, 2022, the Race, Equity, Diversity, and Inclusion (REDI) Commission on October 13, 2022, and the Planning Commission on October 19, 2022. Staff recognized each commission representative on the BRC, answered questions, and recorded feedback. A summary of the meetings is included as Exhibit B.

Staff Recommendation
It is recommended that the City Council consider adopting the Quality of Life Master Plan 2040, in substantial form. The QLMP will be available on the City's website at Temeculaca.gov/QLMP once it has been approved and adopted.

FISCAL IMPACT: There is no fiscal impact with this action. However, the QLMP and its implementation with all have an effect upon the City's Operating and Capital Improvement budgets in the coming years.

ATTACHMENTS: 1. Quality of Life Master Plan 2040

2. Citizens' 20-year Priorities Timeline

3. Exhibit A - July 14, 2020 Agenda Report to City Council with subject: Receive Report on Race and Equity Efforts and Provide General Direction Regarding the Same

4. Exhibit B - Commissions Meetings summary

D RAFT 10/21
DRAFT 10/21
Heart d Southern California
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© 2022 City of Temecula • TemeculaCA.gov

QUALITY OF LIFE MASTER PLAN
Lighting
the Path to 2040

DRAFT 10/21
DRAFT 10/21
he QLM P Team

THE BLUE RIBBON COMMITTEE

TEMECULA CITY COUNCIL

THE PROJECT TEAM
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DEFINITIONS
Vision
A statement describing Temecula's
approach to sustaining a high
quality of life enjoyed by its residents.

Core Value
A statement of the values that
comprise Temecula's vision of
its desired quality of life.

Goals
Outcomes the community desires
to achieve in order to attain its
desired quality of life. The City has
overall goals, or aspirations, and also
specific goals and objectives within
each Core Value area.

Performance Indicators
Data points used to measure
progress towards achieving
Core Value goals.

Strategic Priorities
Projects to help implement the
goals within each Core Value.

The Quality of Life Master Plan
A framework of goals and
performance measures that the
City uses in its planning and
budgeting process. Each City
Department sets annual service
goals in the budgeting process and is
measured against those goals during
the following year's budget process.

In addition, each project included in
the Capital Improvement Program is
aligned with the QLMP Core Values
and must bejustified in terms of how
it helps to achieve the Core Value
objectives.

CITY OF TEMECULA
QLM

TABLE OF CONTENTS
OUR VISION 3
EXECUTIVE SUMMARY 5
CITIZENS' 20 YEAR PRIORITY TIMELINE 8
SETTING THE STAGE 9
1 A Safe and Prepared Community 15
• Transportation Mobility
and Connectivity 21
3 Healthy and Livable City 27
4 Economic Prosperity 33
• A Sustainable and Resilient City 39
• Accountable and Responsive
City Government 45
• Equity 51
i
❑z

D RAFT 10/21
DRAFT 10/21
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.
« ,.
rid.+
. -•s
With a deep understanding of our history, the
City of Temecula is a community and culture on
the move. We are dedicated to family, neighbor-
GIs, economic prosperity, education, health,
safety. Focused on doing it right the first
we continue to pursue the highest quality
e for all - something we call...

COLLECTING THE DATA FOR QLMP 2040
The Temecula Quality of Life Master Plan (QLMP) 2040 is a visionary and li document created to express the aspirations, ideals, and strategic priorities of the and community. This second edition continues the successful path established b} predecessors in 2009, when the City marked its 20-year incorporation anniversary

A LOOK AT THE PAST
During Temecula's first twenty years, City
leaders and residents engaged in proactive
community building that resulted in
many significant accomplishments and a
cherished, high quality of life. With vision,
focus, planning, and follow-through,
Temecula forged itself into a dynamic
City and regional economic center for
Southwest Riverside County. Throughout
this transition Temecula retained its small
town feel and character even in the midst
of strong population and economic growth.

Throughout the past ten years, the QLMP
has been a very successful tool for City goal
setting and project implementation. All
City Departments maintain performance
indicators based on the QLMP Core Values
and all Capital Improvement Projects are
evaluated in terms of their adherence to
the QLMP values. The original QLMP was
intended as a 20 year plan, but many of the
goalsand project priorities havealreadybeen
accomplished. City leaders, anticipating the
larger general plan update, determined
that this was an important opportunity to
update the QLMP to help set the stage for
that comprehensive planning process.

The first and second editions of the QLMP
are framed between a series of major
economic and social disruptions. In 2009,
the Great Recession resulted in one of the
worst economic declines in United States
history. In 2020, as the City embarke
the QLMP update, the COVID-19 pandemic,
in conjunction with a national social justice
movement, culminated in historical socio-
economic impacts that challenged basic
health, cultural, and societal norms. Never
one to shy away from a leadership role, the
City and community engaged in difficult
conversations and strategic actions to
ensure a high quality of life for those
who choose to live, work, visit, and play
in Temecula. The City's commitment to
strong fiscal stewardship and inclusiveness
regardless of race, ethnicity, or ability, has
helped the community navigate through
the pandemic and emerge even stronger.

With a renewed strength and resolve to
maintain our local control and high quality
of life, Temecula is dedicated to building a
resilient capital and social infrastructure
and community support network.

COMMUNITY INPUT
COMMUNITY SURVEY The City of Temecula
regularly engages a third party to
conduct community surveys of citizen
satisfaction, priorities, and concerns on a
variety of services that the City provides.

Survey methodology combines mail and
telephone recruiting strategies with online
data collection to ensure accessibility and
statistically reliable samples. The most
recent survey was conducted in Spring 2021.

The results of the survey for topics relevant
to the QLMP are provided throughout this
document.

PUBLIC OUTREACH
This update to the QLMP was developed
through an extensive public outreach
process and shaped by a Blue Ribbon
Committee (BRC) appointed by the City
Council. Similar to the first QLMP adopted
in 2010, the Blue Ribbon Committee
appoilntees represent diverse geographic,
demographic, and economic interests of
the City. The BRC held several meetings to
review each Core Value, consider new data
on population and economic trends, and
to discuss evolving issues and conditions
in Temecula that should be addressed in
the updated QLMP. The QLMP process
was supported by the consulting team
of Applied Development Economics and
Moore lacofano Goltsman, both California
firms with extensive experience in long
term strategic planning processes and
community engagement.

The project team conducted an online
survey of residents which supplemented
the True North Survey and provided com-
munity input specifically on the QLMP Core
Values and related issues. Other community
outreach during the process included:
• POP-UP EVENTS in which the team set
up booths at community events and
solicited input from event participants.
• A DEDICATED PROJECT WEB PAGE where
members of the public could learn
more about the QLMP 2040, watch
video recordings of each BRC meeting
and stay engaged in the process.
• PUBLIC WORKSHOPS to engage the
community, conducted both in person
and online.
❑5
❑6

DRAFT 10/21
OUR 7 CORE VALUES
Each Core Value contributes to our overall Quality of Life. The diagram below is the compass by which we measure the strength of our goals as we develop the Citizens' 20 Year Priorities Timeline to the right.

EQUITY

SAFE & PREPARED
Equityvalues help remove

COMMUNITY
barriers to ensure opportunities
Public safety is the foundation
for all to prosper through data-
of Temecula and the most
driven decisions personalized to
basic service for which the
residents of the City.

City is responsible.

ACCOUNTABLE &

RESPONSIVE CITY

GOVERNMENT
Meeting requisite health and
public safety needs while
)roactively seeking to enhance
service delivery to the
community and maintaining
fiscal transparency and
prudent stewardship of
local resources.

SUSTAINABLE ol

RESILIENT CITI
Sustainable City values
plan for the future by me _
present needs without
compromising the resources
needed for future generations.

ECONOMIC

PROSPERITY
A business -friendly local
economy providing diverse
opportunities to live, work and
play in Temecula.

TRANSPORTATION

MOBILITY &

CONNECTIVITY
Transportation mobility, street
maintenance and sanitation
are basic but essential
functions deemed highly
important by residents.

HEALTHY &

LIVABLE CITY
inities for parks, recreation,
__.._ural arts, programs and
events for civic engagement
help to define the great
quality of life in Temecula.

See Attached Timeline

Where We Are Going

LOOKING TO THE FUTURE
As the City grows, Temecula can expect to
experience continued demographic
change, as well as continued innovations
in communications, transportation tech-
nologies,and in the ways work, life, and even
shopping are conducted. The next section
highlights some of the "Drivers of Change"
the City has identified in its planning. The
City anticipates private development will
add more than 4,000 housing units by2028,
which will increase the population by more
than 12,000 residents. Many of these units
will be pedestrian oriented multi -family
housing in locations close to amenities
such as the Jefferson Avenue Corridor, Old
Town, and the Promenade Mall.

Well -planned developments help to meet
a variety of resident needs while ensuring
safety, providing smooth circulation, and
offering access to the services, shopping
and other amenities that are the foundation
ofTemecula's high quality of life.

DRIVERS OF CHANGE OVER THE NEXT 20 YEARS
• Shifting demographics, with people over 65
the fastest growing population segment
• Greater emphasis on health care delivery
and mental health services
• Increasingly diverse population in Temecula,
with a wide range of needs for housing,
employment, and services
• Evolving family structure, with more multi -
generational households as well as single
parent and single senior households
• Greater emphasis on active transportation
(biking and walking) and a wider variety of
transportation options, particularly electric
and micro -mobility technologies
• Variable work patterns
• Evolving technology and increased internet
access changing transportation systems
and service delivery
• Additional communication platforms and
greater reliance on broadband infrastructure
• Housing price pressure continuing to make
it difficult for younger families and many
local workersto stay in Temecula, increasing
the need for smaller, less expensive
(attainable) housing near amenities and
services
• Increasing effects of climate change,
including extreme heat, wildfire risk and
drought

PARKS,

RECREATION &

OPEN SPACE
■ 41 fully -equipped
parks - 320 acres of
developed parkland
■ 99% of residents
within 3 miles of
open space, 54%
within walking
distance
■ 7,000+ acres of open
space, 29% in the City
■ Eagle Soar
Playground and
Splash Pad. Safe
and welcoming
for children of all
abilities
■ Annexed 4,200 acres
of Santa Margarita
Ecological Reserve
(SMER)
■ Updated Community
Services Master Plan
■ Created an Urban
Forest Master Plan
■ 4 Pump Tracks
creating an action
sports destination
700 W1, a' ,

DIVERSE

ECONOMY
■ 5,600 businesses
and 62,000 jobs
■ Regional retail
sector with over

4.5 million sq. ft.
■ Top 13%in
California retail
sales generation
■ Wine tourism
drawing 3.1 million
visitors annually
and an economic
engine in excess
of $1.1 billion
■ Over 2,900 hotel
rooms in the
Temecula area
■ Pechanga
Resort Casino
■ Vibrant and
Historic Old Town
destination
r

STATE OF

THE ART

CIVIC CENTER
■ LEED Certified
■ Convention space
for community
functions and
meetings
■ Renewably -
powered facility
utilizing electricity
from a solar project
located in the
Santa Margarita
Ecological Reserve
■ Emergency
Operations Center
Our

EDUCATION
■ School District
test scores rank
in Top 20%in CA
■ 23 elementary
schools
recognized as
"Gold Ribbon
Schools" since
1995
■ Mt. San Jacinto
College campus
■ CSU San Marcos
Temecula
campus
■ University
of Redlands
campus
■ Accredited
vocational,
technical, and
trade schools
Accomplishments
ARTS &

TRANSPORTATION

CULTURE
■ $619.8 million
■ Old Town Theater
in circulation
with 354 seats
improvements
and The Merc
planned between
with 48 seats
2022-2026
■ Award -winning
■ Future 17-mile
Professor
loop trail
Pennypickle's
■ Old Town rated
Children's
"Very Walkable" '
Museum
by Walk Score
■ Two public
■ 48 miles of trails
libraries with
and 74 miles of
state of the art
bike lanes, with a
technology
Bikeways and Trail
■ Temecula Valley
Master Plan to add
History Museum
another 60 miles
iz

HEALTH &
SAFETY
■ Temecula Valley
Hospital opened
in 2013
■ Rated 16th in
Public Safety
nationwide
■ Response times at
5 minutes or less
■ Police Officer ratio
more than 1 per
1,000 residents
W

GOVERNMENT

SERVICES
■ Excellence in Capital
Improvement
Program and Annual
Operating Budget
Awards annually
since incorporation
in 1989
■ 20% budget reserve
and 5% secondary
reserve
■ FY22-27 Capital
Improvement
Budget: $793.7M
■ FY22-23 Annual
Operating Budget/
General Fund:
$103.4M
■ 178 Full-time
employees
■ Recreation and
Community Service
programs serving
more than 18,000
annual participants
■ 1 Senior Center
and 3 Community
Centers with
intergenerational
programs

Our Aspirations for 2040
■ Continue to be one of
the Safest Cities in the USA
■ Facilitating a comprehensive human services
delivery system that meets diverse needs
across all age groups
■ Recognized as a major "Destination"
by the tourist and travel industry
■ Supporting the fair and equitable treatment of
all human beings in ajust society
■ Renowned for its entrepreneurial and creative
economy, providing more quality jobs close to
home for residents
■ A City surrounded by unscarred natural terrain
and bounded by the Escarpment and Wine
Country, with pristine air quality
■ Home to an expanding hospital offering state
of the art medical and mental health care
services
■ Supportive of higher education, integrated with
the Ca reer Tech n ica I Education (CTE) programs
offered at the high school level
■ Afamily-oriented community with
both a small town feel and urban amenities
■ A City that continues to maintain pristine
landscaping at parks, along roadways and at
public facilities
■ Protection of Wine Country from
urban encroachment
■ A City where local history is
cherished, celebrated, and protected
■ A City offering a healthy and active
lifestyle for all, including seniors, vetera
and those with special needs
■ A center of art, culture, heritage, and lif ong
learning opportunities
■ Building a resilient community by mini izing
impact to life, property, and the environ ent
from natural or man-made hazards an
emergency situations by maintaining a
high level of emergency management
planning, facilities and technology, inCIL ding
coordination with regional partners
■ Creating a safer community to include
Murrieta Creek flood control improvem nts
that also include trails on both banks a
a major sports complex within the
detention basin
■ Aging commercial corridors revitalized into
vibrant mixed use centers with a variety of
housing types, access to transit, and urban
amenities
■ An outdoor recreational environmental haven,
with Temecula's trails fully integrated with
trails in Wine Country, the City of Murrieta,
and surrounding region
■ A model for fiscal stewardship of the
Cit s assets, with opportunities for civic
engag ment and volunteerism
■ A region I retail center offering
higher -end shopping opportunities
at the 2Lgmenade Mall and Old Town
■ A gre ation for housing choices for all ages,
incomes and needs, including housing for
families, singles, seniors, and those with special
needs
■ A goldJel bicycle -friendly community as
recogd by the League of American Bicyclists
■ Reco d as a major recreation center, offering
competi ve and training sites in Southern
Californi for aquatics, tennis, pickleball, and
other sp its facilities
in sustainability and resilience,
including renewable energy, innovative storm
water management, urban forest and green
waste management, and fire safe hardening of
the built environment
■ ACity with upgraded infrastructure, including
enhanced connections from housing in the
east to jobs in the west of Temecula, as well as
improvements to 1-15 and additional interchanges
■ Avibrant, safe Old Town Temecula that preserves
its charming historic appeal

IF C
" 161 131 rAchaw".1 S_
CORE VALUE--- _ _
�7 �11MjM1 WAM
9L
TB

IT IS IMPORTANT TO ADDRESS AND

PREVENT BOTH THE REALITY AND

PERCEPTION OF DISORDER WITHIN
THE COMMUNITY. A safe community is
one that has low crime rates; responsive
police, fire and emergency services; safe
routes of travel for pedestrians, and those
on bikes; well -publicized emergency
evacuation routes; well -maintained proper-
ties and spaces; and a strong sense of
community that enhances the perception
and experience of safety and well-being.

The City's approach to police protection
continues to evolve to meet the ever -
changing needs of its residents and
businesses. The City has implemented
Community Policing which provides for
continuity in police personnel so they can
build relationships with the neighborhoods
they patrol. The City has established the
Old Town Metro Team, which is comprised
of dedicated deputies who provide added
engagement with business owners,
employees, visitors, and residents of the
Old Town area. The deployment of the team
helps improve enforcement efforts and
enhance relationships with the community
and visitors on a daily basis.

I Resident importance to maintain low
crime rate
939%
. Resident satisfaction with Temecula's
crime rate

79.6%
Resident importance to provide
r neighborhood police patrols
Resident satisfaction with
_ neighborhood police patrols
747%
p
+ Resident satisfaction with
enforcement of traffic laws
Resident importance to provide fire

92.0%
protection and prevention services
Resident satisfaction with fire
96'S% protection and prevention services
Resident importance to provide

95.6%
emergency paramedic services
Resident satisfaction with emergency

94.6%
paramedic services

69.5%
15 D RAFT 10/21
D RAFT 10/21
Safe &Prepared
Community
The Old Town Metro Team is supported by
Code Enforcement, Building and Safety, and
Fire Inspection personnel, so health and
safety issues can be addressed proactively.

The City also participates in the Community
Behavioral Health Assessment Team (CBAT)
that includes social workers and mental
health professiona Is. Avery effective Homeless
Outreach Team (HOT) was created with the
mission to connect homeless individuals with
services as well as to enforce the law.

Communities and residents also need to be
well prepared for natural and other disasters,
as wildfires in the region have shown, with
effective emergency communications and
response systems. The City has hired an
Emergency Manager and plans to undertake
the creation of a comprehensive Emergency
Management Master Plan. Important
elements of this planning process include
upgrading the Emergency Operations center
(EOC), establishing secondary/alternate
EOCs, upgrading the technology used by the
public safety communications system and
establishing citywide Shelter in Place and
Mass Evacuation Plans. In addition, training
citizens to increase resiliency in case of
emergency is an extremely effective strategy,
and remains an ongoing priority for the Fire
Department and the Office of Emergency
Management.

MEASURING DDQGPESS

MEETS/EXCEEDS NEEDS

INDICATOR ING
..IMPROVEMENT
Police Protection (Source: City Data)
Number of Police Officers: Goal is 1 officer per
1,000 residents "Progressing" is 0.90-0.99 per More than 1 officer 1,000 residents, and "Needs Improvement" is per 1,000 residents less than .90 officers per 1,000 residents
Average response time for police for Priority I
Crimes: Goal: 5 minutes or less "Progressing"

4.96 minutes average
is 5-6 minutes response, and "Needs
response time (2021)
Improvement" is more than 6 minutes*
PropertyViolent and
FBI rating for Safest Cities in America: Goal: Be
Data)
Ranked 16th
in the top ten; "Progressing" is 11-25 safest cities;
safest city in
"Needs Improvement" is 25+ safest cities
America
Number of violent crimes per100,000
residents: Goal: decreasing crimes more than
166 crimes per

2.5%; "Progressing" is no increase in crimes
from
population, from
(0-2.5%); "Needs Improvement" is increase in
15% in 01
crimes more than 2.S%
rea
(3.5/o increase)
Number of property crimes per100,000
2,,00 crimes per
residents: Goal: decreasing crimes more than
100 down from

2.5%; "Progressing" is no increase in crimes
2,83834 in 2010
0-2.5%); "Needs Improvement" is increase in
(7.3%decrealease)
crimes morethan 5%
*Priority Icalls are those which require immediate response, and there is no reason to believe that an immediate threat to life exists.

MEASUPIPROGRESS.
..NEEDS
INDICATOR ..IMPROVEMENT
Fire Protection and Emergency Services (Source: City .- Effective response time for fire protection:

Goals: 5 minutes or less, 90%+ of the time; 90% of response "Progressing " is 80-89% of the time; "Needs times (2021) Improvement" is less than 80% of the time
Effective response time for ambulance,
emergency services: Goals: 10 minutes or
Less than 10 minutes
less; "Progressing " is 10-12 minutes; "Needs
Improvement" is > 12 minutes
ISO Fire Insurance Rating: Goal: <3 ISO rating;
"Progressing" is 3-3.5 ISO rating; "Needs

3.5 Rating
Improvement" is 4+ ISO rating
Emergency Preparedness
(Source: City
Data)
Number of citizens trained in CPR, First Aid and
healthcare provider CPR and Stop the Bleed
program: Goal 850 per year; "Progressing" is
633
500-850 per year; "Needs Improvement" is
<500 per year
Number of citizens trained in Community
Emergency Response Team Training (CERT):
139
Goal 175 per year; "Progressing " is 100-175 per
year; "Needs Improvement" is <100 per year
Number of new enrollees per year in the
mass notification system: Goal: 7,000 (20%)
households per year; "Progressing" is 3,500-
3,000 registrants
7,000 (10-20%); "Needs Improvement" is <3,500
(10%)
Number of partnerships developed with key
community stakeholders- public and private
partners, non -profits, tribal government,
community groups, faith -based organizations,
and schools - to enhance emergency
7 preparedness, response and recovery within
the City of Temecula. Goal=7-10, "Progressing"
is 4-6; "Needs Improvement" is <4
Traff ic Safety
Overall traffic safety for driving, cycling,
(source: CA Off ice of Traff ic
Safety)
walking: CA Office of Traffic Safety rating for
cities with 100,000-250,000 populations: Goal:

Ranks #21
to rank in the top 10 cities; "Progressing" is in
the top 11-20 cities; "Needs Improvement" is
20+ cities ranking
Abatement (City Data)
Graff iti
Remove graffiti within 24 hours: Goal: 90% of
the time; "Progressing" is 80-89% of the time;
95%
"Needs Improvement" is 79% or less of the time
17 D RAFT 10/21
Safe &Prepared
Community
■ Implemented community policing which
provides for continuity in police personnel
so they can build relationships with the
neighborhoods they patrol
■ Established the Metro Team, which
includes Sheriff's Deputies supported by
Code Enforcement, Building and Safety,
and Fire Inspection personnel so that crime
prevention can be addressed in a proactive
and holistic approach
■ Participation in the Community Behavioral
Health Assessment Team (CBAT) that
includes social workers and mental health
professionals
■ Very effective Homeless Outreach Team
(HOT) with the mission to connect
homeless individuals with services as well
as to gain compliance with the law
■ Purchased a new ladder truck in 2021
■ Installed personal thermal imaging
cameras for every seat on each of
Temecula's fire engines and truck
companies
■ Filled the Emergency Manager position to
run the Office of Emergency Management
■ Expansion of Old Town Police Station
■ Renovations to Fire Station 84
located on Pauba Road. This
renovation will include a new state
of the art training facility to ensure
our community is prepared
■ Over the next two years, complete an
addition to Fire Station 73 to add two
additional bays to store the Urban
Search and Rescue (USAR) and
medical squad/swift water rescue
vehicle. This addition will also include
adding a gym to the facility
■ Introduce new pre -planning
programs and training tools for
the Fire Department. The City
of Temecula strives to be on the
cutting edge on ways to respond to
emergency incidents
■ Acquire Fire Station 12 from the State
and update itto be a state ofthe art
fire station that will continue to serve
the Old Town area
■ A new fire training facility
■ Monitor need for a second ladder
truck as highrise development
intensifies
■ Continuous updates to
Emergency Preparedness and
Response Plans, and upgrades to
technologies at the City's existing
Emergency Operation Centers
(EOCs) located at City Hall and the
Library
■ Implement Emergency
Preparedness Programs to train
citizens to be prepared in case of
an emergency
■ Wildfire Mitigation Fuel
Management Program
■ Neighborhood and City Facility
Fire Hardening Program

DRAFT

ICORE VALUE
J
L

TRANSPORTATION MOBILITY & CONNECTIVITY
means providing all residents with
access to good jobs, housing choices
and neighborhoods, quality schools and
medical facilities, shopping, restaurants,
recreation and the goods and services that
make a city desirable and livable.

Western Riverside County and the City
of Temecula have grown rapidly over
the past twenty years with high levels of
population growth projected to continue.

While local and regional policies emphasize
development of more quality jobs within
the Cityand region forTemecula'sresidents,
many must commute to jobs elsewhere,
including San Diego County. These factors
lead to long commutes, traffic congestion,
air pollution, and strains on work/life
balance. Congestion and travel delay add
up to significant costs in lost productivity
for businesses and increased costs for both
households and employers. Temecula is
located at a major regional crossroads in
Southern California, and much of the traffic
through the City is not locally generated.

The City must collaborate with regional
partners, including both Riverside County
and San Diego County to address regional
traffic patterns and mitigations.

Resident importance to maintain °
local streets and roads 94.1/o
all Resident satisfaction with
maintenance of local streets and 70.7%
roads
Resident satisfaction with efforts
s <i to improve traffic circulation by
improving roads, intersections,
signal timing and other
measures
Resident importance of

80.7%
coordinating traffic signals
Resident satisfaction with

71.4%
coordinating traffic signals
Resident satisfaction with

94.6%
emergency paramedic services

60.1 %
21 D RAFT 10/21
DRAFT
Transportation
M obi I ity&Connectivity
IN THE TRUE NORTH SURVEY, residents
expressed a strong desire to reduce traffic.

In the upcoming General Plan Update, the
City will adopt a new Circulation Element,
whichwill providean opportunityto identify
ways to better manage traffic throughout
the City. In 2022, the City engaged in the
development of a Local Road Safety Plan
(LRSP) which is identifying high accident
locations for both auto travel and bicycles/
pedestrians. The City is studying further
ways to integrate technology into the
local transportation system to improve
traffic flow and provide a foundation for
the potential transition to autonomous
vehicles and other new forms of mobility.

Resident importance to maintain
Bike Trails, Pathways, Walkability
°

94.1/°
local streets and roads
Resident satisfaction with
maintenance of local streets and

70.7%
roads
Resident importance of providing
Transit
local public transportation and

45.8%
shuttle services
Resident satisfaction with local
public transportation and shuttle

73.2%
services
Rating of
Make infrastructure
Resident Spending Priorities (medium
and high priorities)
improvements to improve traffic

93.2%
circulation
Advocate to State, Federal Depts
of Transportation to improve

91.7%
traffic circulation on 1-15
Expand and improve the
network of bicycling, pedestrian,

62.9%
recreational trails
Build additional park-n-ride lots
for carpoolers

34.3%
Encouragement of micro mobility options,
e-bikes, and scooters, in addition to further
implementation of the Bikeways and Trails
Master Plan, will help reduce vehicle trips in
some areas of town. As stated by members
of the Blue Ribbon Committee, "Let's move
people, not cars." Optionsto improvetransit
connections as well ascreating newoptions
such as light rail travel may be explored.

PROGRESSMEASURING OUR

INDICATOR MEETWEXCEEDS NEEDS
.-IMPROVEMENT
Local Streets and Roads Maintenance (Source: City Data) Goal: Ensure that 75% of City's lane
miles meet or exceed PCI (Pavement 70% meet standards
Condition Index) of70
Data)Transportation Congestion/Circulation (Source: City Goal: Ensure 85% of intersections along
the roadway network defined by the V
Circulation Element of the General Plan
operate at Level of Service "D" or better
Goal: Ensure 90%of the road segments
along the roadway network defined by
the Circulation Element of the General
Plan operate at Level of Service "D" or
better
Bike Trails, Pathways & Walkability
Goal: Complete 80 miles of Bike Lanes
(Source: Temecula Bikeways
and Trails Master Plan;
74 miles or 92.5%
City Public Works)
completed
Goal: Complete 60 miles of
48 miles or 80%
Multipurpose trails
completed
Goal: Maintain a "Very Walkable" rating
for Old Town; 70-89 is a rating of "Very
Rating: 78
Walkable" based on Walk Score
Goal: Maintain a "Walkable" rating for
Citywide average; 50-69 is a rating of
"Walkable" based on Walk Score; less
Rating: 29
than 50 is very car dependent
Goal: A Gold Level Bicycle -Friendly
Community; "Needs Improvement" is
bronze; "Progressing" is silver; "Meets/
Bronze
Exceed Goals" is gold
Goal: Higher People for Bikes City
Rating; "Needs Improvement" is 0-30;
"Progressing" is 31-60; "Meets/Exceeds
28 Goals" is 61-80
Transit (Source: Riverside Transit
Goal: Increase transit ridership by 5% 11.4% increase
Agency)
Goal: Increase inter -regional transit
ridership by 5%

3.6%increase
23 ell
DRAFT 10/21
Our Accomplishments
_44
Our Strategic Objectives

THE CITY AND REGIONAL AGENCIES ARE MAKING CONTINUAL
INVESTMENT IN TRANSPORTATION INFRASTRUCTURE. MANY OF THE

PROJECTS TAKE MULTIPLE YEARS TO COME TO FRUITION, AND COMPETITION

FOR SCARCE FINANCIAL RESOURCES WILL BE A CHALLENGE
6 25
lopp"p—THE CITY'S TRANSPORTATION

MOBILITY CONNECTIVITY
GOALS FOR 2040 ADDRESS

INFRASTRUCTURE, TRANSPORTATION

SYSTEM BUILDING, SERVICE LEVELS

AND JOB CREATION IN TEMECULA AND

THE SURROUNDING AREA
,Q6i,Goals for 2040
■ Maintain and improve our roadway
network so that the flow of traffic is
efficient
■ Promote job growth in Temecula and
nearby areas to reduce commuting
■ Market the opportunities to work and
shop locally to residents
■ Expand and enhance the transportation
network by completing missing links
with appropriately sized streets
■ Establish a connected pedestrian,
bicycle and equestrian transportation
system consistent with the Multi -use
Trails and Bikeways Master Plan
■ Coordinate land use and transportation
to create a balanced, modern and
integrated transportation system
■ Increase transportation and mobility
options
■ Develop a Complete Streets Policy
document
■ Additional public Electric Vehicle (EV)
charging stations

CITY OF TEM ECVL
QLMlli*

HEALTHY & LIVABLE CITIES are characterized
by high levels of civic pride, community
engagement and a strong sense of place.

Increasingly, livability and community health
also are synonymous with sustainability.

Maintaining health means not only having
access to high quality health care, but also
the facilities and services needed to maintain
an active and healthy lifestyle, such as parks
and trails.

The completion of the Temecula Valley
Hospital was a major goal of the QLMP
2010, and was accomplished early in the
decade. A network of health services has
Resident satisfaction with
Overall Quality of Life
Resident importance of
providing senior services
Resident satisfaction with
senior services
Resident importance of
providing teen services
Resident satisfaction with
growth management and
planning: commercial/
residential

87.6%

DRAFT I
developed and the hospital now has plans
to expand, including a new Behavioral
Health facility. The hospital is working to
attract new doctors to serve the growing
population and to provide an expanding
range of services. A barrier that many
employers experience is high housing
costs in Temecula. Through its 6th cycle
Housing Element and other programs, the
City is striving to create more "Attainable
Housing" in the community. This is housing
that is affordable to working people so
that workers can live close to their jobs in
Temecula.

71.2%

81.7%

62.8%

79.7% 51.7%
(Commercial) (Residential)

DRAFT 10/21
DRAFT 10/21
e lithy &
i b e City
THE BLUE RIBBON COMMITTEE is especially
cognizant of the importance of addressing
mental health, and this QLMP includes
a measure of mental health in Temecula
from the Strategic Health Alliance
Pursuing Equity or "SHAPE" Riverside
County health surveys. The experience of
the COVID pandemic certainly reinforced
the critical importance of avenues for social
interaction and entertainment, but it is
evident in normal everyday life that the
ability of a place to nurture its residents
spirits as well as their material needs is an
essential aspect of livability. The City's open
spaces, libraries, museums, cultural and
performance venues, places of worship,
and entertainment spots provide a rich
contribution to community lifethat is highly
valued by its residents.

COMMUNITY•

PROGRESSING

EXPECTATIONSTOPIC EXCEEDS OR
OR IS A HIGH PRIORITYPRIORITY•
Parks and Recreation
Resident satisfaction with the
variety of parks and recreation 90.8%
facilities
Education, Civic and Cultural Amenities
Resident importance of
providing cultural arts, public
art, theater and museum
°

62.1/0
services
Resident satisfaction with
library services

90.5%
Resident satisfaction with
the quality of education of
Temecula Valley Unified School

85.4%
District
For improved appearance
Rating of Resident Spending
Priorities
of public infrastructure and

68.2%
landscapes
Expand Teen services and
°

68.4/0
programs
Develop high quality arts,
culture, history, and sporting

67.9%
events and facilities
Increase recreational programs

67.4%
MEASU UR... .

INDICATOR MEETSJEX EEDS PROGRESSING NEEDS
Health indicators (Source: Strategic Health Alliance Pursuing Equity (SHAPE) Riverside County) Asthma (Goal: 9.5%) 8.5%
Adults with Diabetes (Goal:10%;
"Progressing" 10-13%; "Needs

7.5%
Improvement" 13%+)
Adults Who are Sedentary (Goal:

21.2%; "Progressing" 21.2-29.6%; "Needs

19.3%
Improvement" >29.6)
Poor Mental Health
(Goa l: 16.1%)
Parks & Recreation (Source:

Developed parklands: Goal: 5 acres per
Community Services Master
Plan; City Bike-Ped Counts)
1,000 residents; "Progressing" is 3.0-

4.9 acres per 1,000 residents; "Need

2.8 acres
Improvement" is <3.0 acres per 1,000
residents)
Accessible Parks: Percent of population
within 15 minute walk of a neighborhood
park: Goal: 85%; "Progressing" is 70-84%;
°
54/0
"Needs Improvement" is <70%
Pedestrian Use of Trails: Goal: Increase;
"Progressing" is steady level; "Needs
Increasing
Improvement" is a decrease
Bicyclist Use of Trails Increase: Goal:

Increase; "Progressing" is steady level;
Increasing
"Needs Improvement" is a decrease
Arts, Culture & Lifelong
Library Use: Goal: Circulation greater
Learning (Source: TCSD
facility participation counts)
than 700,000; "Progressing" is Circulation
between 500,000 and 699,000; "Needs
559,230 Circulation
Improvement" is Circulation of499,000
or less
Visit to City Museums: Goal: Increase;
"Progressing" is steady level; "Needs
Increasing
Improvement" is a decrease
Old Town Community Theater Ticket
Sales: Goal: Increase; "Progressing" is
steady level; "Needs Improvement" is a
Increasing
decrease
L9
30 DRAFT 10/21
Our Accomplishments
r
rr _.
all
Our Strategic Objectives

AT ITS CORE, RESIDENTS DESIRE THAT TEMECULA BE A PLACE

WHERE THEY CAN LIVE THROUGH THE ARC OF THEIR ENTIRE LIVES,

WITH HOUSING AND SERVICES FOR ALL AGES, INCOMES AND ABILITIES - A CITY THAT ALLOWS EACH RESIDENT TO LIVE LIFE TO THEIR

FULLEST AND MOST SATISFYING POTENTIAL
yy s � • 4
8 Sf'YRwr'
4 ' 1
■ Support healthy and active lifestyles by
promoting recreation programs, parks, trails
and competitive facilities for swimming,
tennis, soccer, baseball, basketball, and other
sports, including action sports
■ Be a sustainable community that embraces
residents' quality of life through protect-ing
the natural environment, maintaining the
City's fiscal stability, and supporting the
community's health and equity
■ Be a diverse community that values and
supports people of all ages, backgrounds,
cultures, disabilities and religious beliefs
■ Provide accessible sports, recreational,
cultural, health/therapeutic and community
engagement facilities, programs and
resources for all Temecula residents,
including seniors, youth, families and those
with special needs
■ Enhance Temecula's position as a regional
medical center of excellence, offering
advanced medical specialties and research
facilities, and a sufficient ratio of physicians
to residents
■ Value the growth of non-profit organizations,
churches, temples, mosques, and other
places of worship
■ Continue to be a community where local
history is remembered and respected,
and local culture and artistic creativity is
supported
® 32

CITY OF TEMECULA
QLM�w
Economic Prosperity
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D RAFT 10/21
D RA FT 10/21
Economic
Prosperity

TEMECULA'S RESIDENTS HAVE EXPRESSED

A STRONG DESIRE TO BE ABLE TO LIVE AND
WORK IN TEMECULA, and to have more
diverse and well -paying jobs available. They
also want their children to be able to find
meaningful work and affordable housing
so they too can live and work in Temecula
as they become young adults. Echoing
residents' concern for their children's
future job opportunities, the Blue Ribbon
Committee highlighted the need to foster
the Career Technical Education (CTE)
system in the community. Temecula was
fortunate that Mt. San Jacinto College
(MSJC) acquired the former Abbott office
campus. The new MSJC Temecula campus
has further expansion potential and
opportunities to merge CTE curriculums
at the high schools with MSJC programs
to provide local students the opportunities
to train for vocational jobs in Temecula.

Further coordination with CSU San Marcos
will also help to extend these workforce
training and education opportunities to the
four year degree level.

The City is especially interested in
fostering entrepreneurial opportunities.

The Temecula Valley Entrepreneur's
Exchange (TVE2) is a business incubator
and regional resource center managed by
the City's Economic Development Division
that fosters business growth and economic
vitality for entrepreneurs and early stage
companies by providing access to low cost
commercial space, technology, high quality
resources, and leveraging a strong network
of community partners located at the TVE2,
including the Small Business Development
Center (SBDC), the Economic Development
Coalition (EDC), and Riverside County
Workforce Development. Residents closely
associate the presence of independent,
locally -owned businesses with the City's
cherished small town atmosphere and the
TVE2 is actively supporting new start-up
small businesses to succeed in Temecula.

Temecula features a number of strong
business sectors that offer a wide range of
job opportunities, as well as help to support
City revenues and high quality services. The
biomedical cluster employs thousands in
healthcare and manufacturing of medical
devices. The tourism industry attracts sales
exceeding $1.1 billion annually, anchored
by the Pechanga Resort Casino, Old Town
Temecula, and Temecula Valley Wine
Country with more than 45 wineries,
marketed through Visit Temecula Valley.

The retail sector is especially strong,
ranking Temecula in the top 13% sales
tax generators in the State. The City has
committed to growing these and other
economic opportunities to benefit its
residents, workforce, and sales tax revenue
funds that support enhanced infrastructure
and public safety in Temecula.

Annual Employment Rate: Goal:
95%+; "progressing" is 93-95%; "Needs
Improvement" is 75%
Residential Building Permits: Goal: Increase
Commercial Building Permits: Goal: Increase
Vacancy Rates: Commercial Buildings (SW
Riverside Region): Goal: 15%
Vacancy Rates: Industrial Buildings (SW
Riverside Region): Goal: 5-7%; "Progressing" is
8-10%; "Needs Improvement" is >10%)
Per Capita Sales Tax Goal: Be in the top 15%
among State agencies; "Progressing" is in
top 16-25%; "Needs Improvement" is > 25% of
agencies
96%

1.5% increase
332% increase
Ranking is 13%
Hotel Occupancy Rates: Goal: 70%;
"Progressing" is 50-69%; "Needs 67.5%
Improvement" is 5% annual increase; "Progressing" is 1-5% 24% increase increase; "Needs Improvement" is annual
Ldecrease
7Br,adb,rndcess for business: Goal:
sing" is 70 99%; "Needs 80.0%
pis <70%

33.0%

78.5%

21.5% decrease 1

15.7% (Office)

19.2% (Retail)

18.4%

DRAFT 1(
■ Uptown Temecula Specific Plan
■ Opening of Mt. San Jacinto College
Temecula Campus (MSJC), Cal State
University San Marcos at Temecula,
and the University of Redlands satellite
campus
■ Selected as the US Small Business
Administration's Community of
Excellence recipient
■ Created and implemented workforce
programs, including the City's intern
program and an extern program that
matches students with Temecula
businesses
■ Launched and expanded TVE2 as the
City's business resource center and
business incubator for entrepreneurs
and businesses to include the presence
of the SBDC, EDC, and Riverside County
Workforce providing tools and resources
for a successful business
■ Launched and continue to grow annual
college and vocational fair hosted at
Promenade Temecula, which also
supports retail sales
■ Produce new marketing materials
and outreach campaigns each year to
educate the community, promote existing
Temecula businesses, and attract new
companies to Temecula
■ Pursue long-term economic diversification
for job creation
■ Support the retail sector's adaptation to a
changing marketplace
■ Nurture small businesses and regionally
unique commercial uses
■ Encourage development and activities that
attract visitors and conventioneers
■ Cultivate an entrepreneurial and academic
environment
■ Promote and protect the City's brand as
"Southern California's Wine Country"
■ Continue implementation of Uptown
Temecula for Jefferson Avenue area
revitalization
■ Attract luxury hotels and a convention center
■ Support Old Town's revitalization as it evolves
to protect its charm and historic appeal
■ Continue support of the Pechanga Tribe and
their ongoing development of upscale luxury
resort(s) and entertainment
■ Foster Career Technical Education in support
of high school and MSJC curricula

OR E V A L U E
E
38 DRAFT

CORE V A L U E
• �' � 'S.$. is
��
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9 Sustainability can be defined in
ma ny ways. The fol lowi ng clef i n ition
captures Temecula I s most
commonly held concepts:

A SUSTAINABLE COMMUNITY USES ITS RESOURCES TO MEET

CURRENT NEEDS WHILE ENSURING THAT ADEQUATE RESOURCES ARE AVAILABLE FOR FUTURE GENERATIONS. IT SEEKS IMPROVED PUBLIC

HEALTH AND BETTER QUALITY OF LIFE FOR ALL ITS RESIDENTS

BY LIMITING WASTE, PREVENTING POLLUTION, MAXIMIZING

CONSERVATION AND PROMOTING EFFICIENCY, AND DEVELOPING
• ry
K2 RESOURCES TO REVITALIZE THE LOCAL ECONOMY
A SUSTAINABLE CITY is one that conducts
its daily business and plans for the future
dedicated to these principles and en-
courages and promotes residents and
businesses to adopt sustainable practices.

A sustainable city also focuses on the inter-
connectedness of three vital systems - a
prosperous economy, a healthy environment,
and an equitable community -"the three E's"
Facing the increasing effects of climate
change, communities are also becoming
focused on the concept of resiliency, which
is to harden the built environment, and
creating more redundant and efficient
backup systems for energy, communi-
cations, banking, etc. when disasters occur.

This concept is inherent in the City's efforts
to prepare for emergencies as discussed
in the Safe and Prepared Community Core
Value, but it is also intrinsically connected to
long term effortsto managethe incremental
environmental effects of climate change.
39 D RAFT 10/21
DRAFT 1
Sustainable
& Resilient City
THE CITY WILL CREATE a Climate Action
Plan (CAP), as required by state law, when
it updates its General Plan in 2023-2025.

The CAP will create a scientific baseline
for Temecula of Greenhouse Gas (GHG)
emissions and climate change risks. It will
create metrics and adaptation strategies
the community can use to reduce its impact
on the environment. It is important to
recognize the need for a commitment to
adaptive management and a science -based
approach to developing future strategies for
both sustainability and resiliency.

WHEN WE MEASURE OUR PROGRESS,
we can see that the City has engaged
in a number of actions to improve the
efficiency of resource use and to protect
environmental quality in the community.

In addition, the City's municipal utility
and service partners, including Southern
California Edison, Rancho California
Water District, Eastern Municipal Water
District (EMWD), and CR&R Environmental
Services (solid waste) have also imple-
mented a number of sustainability and
resiliency measures. The City can also
coordinate with the many regional, state
and federal agencies and organizations
working on resiliency and environmental
quality.

Resident importance to provide
reliable garbage and recycling 88.7%
services
Resident satisfaction with City's
efforts to provide reliable garbage 91.5%
and recycling services
Open Space
Resident importance to acquire 78 0%
and protect open space
Resident satisfaction with City
efforts to acquire and protect 70.4%
open space
MEASURING. PROGRESS

MEETS/EXCEEDS PROGRESSING NEEDS
GOALSINDICATOR •.

Air Quality (Source: South Coast . .

Ozone: Maximum 8 hr. concentration in 0.091 (2020)
ppm: Goal:.07 ppm; Progressing: <.085
Energy Use and Clean Energy Generation (Source: So. Cal. Edison and City .- City facilities energy usage baseline: Goal: V
Decreasing Trend
Community -wide energy usage baseline:

Goal: Reduction per capita
Kilowatts/megawatts of renewable
energy generated: Goal: Increasing trend
Open Space, Natural Habitat
and Parks (Source:

Community Services Master Plan)
Preserved open space: Goal: 30% of City
in parks and open space

29.0%
Reduction (Source:
2010 State baseline of7.5 Ibs dailywaste
City
Data)Waste
per person: Goal: Exceed State baseline 4.8 Ibs per person Consistent with SIB 1383, provide organics
collection service to all residents and
businesses
Reduction/QualityWater Usage
.

Data)
Community usage of potable water (non
agricultural): Goal: Decrease in usage
Down 27%
City facilities baseline usage of water:

A/
Goal: Decrease in usage
Goal: Reduction of urban runoff -
decrease
Goal: Improved water quality in creeks
A/
41 DRAFT 1�/21
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Our Accomplishments Our Strategic Objectives

MANY OF THE THINGS THAT RESIDENTS VALUE MOST

ABOUT LIVING IN TEMECULA ARE DIRECTLY CONNECTED
TO THE PRISTINE ENVIRONMENT; THE CITY'S PICTURESQUE

VISTAS, OPEN SPACE, SURROUNDING MOUNTAINS,

FRESH WATER, AND CLEAN AIR
Our Goals for 2040
■ Be the most sustainable city in
Southern California - one that uses local
resources effectively and efficiently;
protects the City's residents and
environment; develops a more diverse,
green and competitive economy, and
improves the livability and quality of life
for all its residents
■ Ensure safe and sufficient water
supplies for the 21st century, through
continued conservation (reduced per
capita use and recycling), infrastructure
improvements, and protection of 100
year floodplains in their natural state
■ Work to maintain the City's high level of
air quality possible in Temecula
■ Develop community resiliency in
infrastructure, the economy, natural
resources, and hazard mitigation
■ Adopt a Climate Action Plan (CAP) as
part of the General Plan update and
Environmental Impact Report (EIR)

CITY OF TEM ECVL
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16 BUILDING GREATNESS, MAINTAINING EXCELLENCE"
TEMECULA RESIDENTS ARE DEEPLY ship. An accountable and responsive City COMMITTED TO THEIR COMMUNITY and government isonethatsetsastandardfor a reliable two-way communication effort excellence in the governance of the City. from their City government that provides It embodies leadership that is accessible information on issues vital to this relation- to residents, businesses and employees;

PROGRESSING
.• IS A

NOT SATISFIED
•OR
.-

IS A HIGH PRIORITY

PRIORITY
• - 1 '
1 ,
Resident satisfaction with
Quality
Quality of Life
88%
Resident satisfaction with
municipal services
83%
satisfaction with
FlIes.ident
munity facilities and
85%
rams
Resident satisfaction with the
Waste Reduction
services the City is providing

84.7%
Resident importance of providing
online access to City services,

75.0%
information, and resources
Resident satisfaction with
providing online access to
City services, information, and
°

85.6/°
resources
Resident satisfaction with the
Community Involvement
City's efforts to communicate
with residents through

69.4%
newsletters, the Internet, social
media, and other means
Resident importance of providing
special events, Fourth of July

58.4%
Parade, summer concerts
45 D RAFT 10/21
DRAFT 1
Accountable &Responsive
City Government
r
transparent in its decision making; com-
mitted to the effective and efficient delivery
of services that the community most values;
and is a steward of the City's human and
fiscal resources.

An accountable and responsive City govern-
ment demonstrates a culture of servant
leadership that helps the community
navigate through change. It also provides an
opportunity for residents to be engaged and
involved in their community.

In its 30+ years as a City, Temecula's City
government, in partnership with residents,
has set high standards for excellence and clear
priorities that have made Temecula a great
place to live, work and play. The City strives
to balance these aspirations with the realities
of resource constraints and competing
demands, guided by deliberative processes
that involve listening to the community,
setting clear and achievable goals, making
prudent investments, being adaptive to
changing conditions, and assessing outcomes
to improve future performance.

CITY DEPARTMENTS REPORT ON MORE
THAN 160 PERFORMANCE MEASURES tied
to the QLMP Core Values in the annual City
Operating Budget. The QLMP is integral to
how the City organizes its work and views
its mission. The indicators dashboard on
the following page highlights some key
performance measures related to fiscal
policy, funding for desired service levels and
citizen communications and involvement,
which is also a key element of the Equity
Core Value in the next section.

THE CITY OPERATES UNDER A THEME OF
"BUILDING GREATNESS, MAINTAINING
EXCELLENCE." As the City builds out,
the focus is increasingly on maintenance
of facilities and service levels that meet
the expectations of current residents. As
shown in the 20 year project goals at the
beginning of the QLMP, investments in
technology and operating systems are
critical to maintaining exceptional service
standards while achieving high levels of
governmental efficiency.

Cost per capita of City operating budget:

Goal: Maintain or reduce annual net per
capita cost
General Fund Reserve
25%
I Sales tax per capita: Goal: Increase annually;
"Needs Improvement" decrease annually 3.9%
charge
Transient Occupancy Tax: Goal: Increase 3.0%
annually
Registered voter turnout: Goal: 80%+
registered voters
Participation in Boards, Commissions,
Leadership activities: Goal: Increasing
Number of public outreach messages,
advisories, press releases or posts (in print or
electronically) shared with the community
daily on various platforms or delivery
methods containing City education/
information: Goal:1,600; "Progressing" 1,200-
�600; "Needs Improvement" <1,200
Increase in followers on City social media
accounts: Goal: Facebook: 10%; Instagram:
20%; Twitter: 5%
Number of Citywide social media posts:

Goal: 2,300+ "Progressing" is 2,200-2,999;
"Needs Improvement" is <2,000

86.7%
V
Instagram: 24%
$938.46
1,460
Facebook:5%
Twitter: 3%
2,200
Number of digital media communications,
including Around and About Temecula,
Park Adventure Scenes, Alumni Project, 23
etc. Goal: 25; "Progressing" is 20-25; "needs
Improvement" is <20
Number of updates to Temecula
Outreach Channel 3 and YouTube:

Goal:100; "Progressing" is 75-99; "Needs 147 (2019 2020) Improvement" is <75

Ac
Untable &Responsive
City Government
■ Created a formal Asset Management
Plan and dedicated accounts to
maintain high quality amenities
■ Created irrevocable trusts for pension
obligations
■ Implemented QLESS calendaring
software which allows citizens to make
appointments with City staff online
■ Achieved and maintained a CIS Top
20 rating for excellent cybersecurity
protection of City systems
■ Created technology centers and
extensive WIFI capability for the public
at libraries, Old Town, parks and other
City facilities, as well as locations in
coordination with local schools
■ Numerous state -recognized awards for
programs, planning, and special events
■ Developed a free City app to facilitate
communication and input from
residents
■ Significant social media presence on
Facebook, Instagram, and Twitter to
inform the community of City business
■ Significant long-term investments
in digital capabilities, including
permitting, remote work, and other
related infrastructure that allows the
City to be more flexible to workforce/
business needs
Received yearly professional
association awards for Annual
Operating Budget, Capital
Improvement Program Budget and
Annual Comprehensive Financial
Reports for past 30 years
■ Prioritize funding and support for
maintaining a safe community as top
priority
■ Sustain the asset management
accounts to ensure the City has
resources to replace capital assets
as they reach the end of their useful
I ives
■ Expand City use of paperless
technology. Among other benefits,
this will help facilitate electronic
workflow management, greatly
increasing efficiency
■ Maintain an exceptional work
environment for City employees to
help attract and retain high quality
staff
■ Maintain staffing levels necessary
to deliver desired service levels to
residents
■ Build out the City's fiber optic
network, not only to provide public
broadband access but to help
manage City facilities and equipment
■ Install Smart City technology to
increase efficiency of service delivery
■ Continue to evolve social media
outreach as technology changes

CORE VALUE
L9
so

DRAFT
P

CORE VALUE
■
0 AN EQUITABLE COMMUNITY IS ONE

THAT LISTENS WITH EMPATHY, AND
UNDERSTANDS WITH COMPASSION, that
different barriers impact the lives of its
residents in a variety of ways. To minimize
these impacts and remove barriers,
Temecula continues to build on our diverse
and inclusive legacy with specifically
tailored tools and resources that are
provided to residents and businesses, thus
ensuring that equitable opportunities
(from housing and recreation to education
and employment) are achievable for
ALL members of the community. Social
opportunity includes the ability to
acknowledge and heal the struggles of
O
Residents importance of
providing programs and services 73.2%
to those with special needs
Residents satisfaction with
programs and services to those 86.0%
with s
pecial needs
Community Involvement
Provide for diversity, inclusion
in events, services, programs, 59.3%
policies
Residents satisfaction with City
efforts to provide for diversity,

70.6%
inclusion in events, services,
programs, policies
Pating of Residents
Expand programs and services to
Spending Priorities (medium
and high priorities)
°

70.7/°
those with special needs

D RAFT 10/21
DRAFT
Equity
individuals and families that have been
historically or presently underrepresented
in the community. Regardless of ethnicity,
gender, ability or socio-economic status,
Temecula continues to have heart.

SUPPORT IS PROVIDED THROUGH ACC-

ESSIBLE EDUCATIONAL PATHWAYS AND
NEED -BASED ASSESSMENTS created with
the full and inclusive participation of the
diverse community. Once identified,
inequity gaps are closed through appropriate
resource allocation, enhanced programs,
and service delivery. Policies are regularly
reviewed and updated to ensure community
satisfaction and a high quality of life remain
at the forefront. An equitable environment
fosters a sense of belonging through various
cultural experiences and diversityofthought,
where all individuals feel welcome, engaged,
and part of the community.

OUR PPOGPESSmAW

GOALSMEASURING

INDICATOR MEETS/EXCEEDS PROGRESSING NEEDS
••
Fair and Equitable Treatment (source: CA EPA; HUD; City Data) CalEnvironScreen Composite Score:

Goal: 25 or lower; "Progressing" is 26-35; 30.05
"Needs Improvement" is>35
Number of HUD identified racially
or ethnically concentrated areas of
0 poverty (R/ECAPs) in the City: Goal: 0
Racial/Ethnic Dissimilarity Index: Goal:
39 or less; "Progressing" is 40-54;
19-26 (2010)
"Needs Improvement" >54.

Number of Certificates/ Proclamations/
Presentations recognizing community
168
contributions
and Prosperous
Number of Students in Youth in
Environment (Source: City
Data;Healthy
Government: Goal: 21; "Progressing" is
21 15-20; "Need Improvement" is <15
Collaborate with Riverside County Law
Library to offer law related classes to
the public: Goal: 6; "Progressing" is 4-6;
4 "Needs Improvement" is <4
Equity is measured through and by the
people. Inclusion isthe measurable goal. An
equitable community reflects a high level of
community engagement and participation.

The key to accountability and the equitable
delivery of programs and services lies in
the specific and direct qualitative and
quantitative data. An equitable community
consistently collects and shares data with
the residents it serves in a manner that is
accessible and understandable.

Number of nonprofit organizations funded
through the Community Service funding
and the City Council Grant Program: 25
Goal: 25+; "Progressing":15-24; "Needs
Improvement" <15
Number of affordable (Extremely Low - Low
Income) housing units constructed :Goal: 192*
64 per year; "Progressing" is 32-63; "Needs
Improvement" is <32
PesourceData;
Point in
Time Homeless Survey)
No. of community -wide special needs
specific programs presented through TCSD
5 (12+; 8-11; <7)
Number of special needs participants
provided with swim lessons and water
66 safety programs: Goal: 90; "Progressing" is
50-90; "Needs Improvement" is <50
Human Service programs for at-riskyouth:

Goal:32; "Progressing" is 25-32; "Needs
29 Improvement" is <28
Computer classes provided in the
technology homework center at the
Temecula Public Library: Goal:12;
12 (2021-2022)
"Progressing" is 9-12; "Needs Improvement"
is <8
Continue to fund and track homeless
outreach services and participate
in the annual Point -in -Time Survey.
59 in 2019; Targets in
Goal: Reduce homeless numbers (PIT
2020: 40; 2021: 35
count); "Progressing" is Stable; "Needs
Improvement" is increasing
* The City has 192 units approved through Las Haciendas, Vine Creek and Rancho Las Bolsas. These projects are in various stages of financing and construction.
** The City is creating a web -based dashboard to measure and track progress of the indicators over time. New indicators will be incorporated into the web -based dashboard as better data sources become available. 53 54

E
■ Extensive community outreach from
City Departments through multiple
media channels
■ Formation of the Race, Equity,
Diversity and Inclusion (REDI)
Commission
■ Youth in Government and other
Youth Intern/Extern, and vocational
programs
■ Homeless Outreach Team (HOT) with
focus on intervention and street -level
outreach
■ Annual Pu'eska Mountain Day
celebrating Pechanga
)`j 0'J j j I'AT r ijA l 1
■ Cultural Heritage Month and Culture
Fest
■ Established Wi-Fi Gardens for all
■ Senior Center and shuttle services
■ Created a Human Services Division
■ Eagle Soar Park and Splash Pad
with inclusion and special needs
playground
■ Reduction of chronically homeless
based on county -wide point -in -time
surveys
■ Invested $1 million through COVID
funds for behavioral health support
■ Friendship Park with inclusion
and accessible play equipment for
children of all abilities

IN ALL THAT IT DOES,

TEMECULA CONTINUOUSLY

STRIVES TO BE AN EQUITABLE

COMMUNITY FOR ALL
■ Implement all three phases of
the Race, Equity, Diversity and
Inclusion (REDI) Initiative:
1) REDI Commission
2) Diversity training
3) Equity Core Value in QLMP
■ Develop a web -based dashboard to
help communicate with Temecula
residents and track progress over
time
■ Consider incorporating
transportation insecurity
questions into City survey efforts
■ Continued advocacy for
under -represented groups
■ Work with private sector to
develop attainable housing

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Where We Have Been Temecula grew from a small bedroom
community to a regional center in its first 20 years, all the while maintaining a highly valued quality of life for its nearly 110,000 residents. Over the twelve years since the first QLMP was adopted, a number of systems have been put in place to protect and enhance the investments that were made during the City's early years. The QLMP has been incorporated into the City's Capital Improvement Program (CIP) budget and its Annual Operating Budget (AOB). Increasingly, the focus is to ensure that the City is able to maintain the highest quality of services for its residents and that it is building its resiliency against all types of potential future disruptions, including economic, health, and natural disasters.
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Renovate Skate Park
at Ronald Reagan
Sports Park *
41 Implement
Comprehensive
Community
Policing Strategy
(Metro, Core, etc.)
04 Expand Asset
Management
FOLD -OUT TIMELINE SIDE 2
k - "-.

Old Town Creek Walk
Landscape
Enhancements
New Pickleball
Crtc *
Ynez Road Widening
north of Santiago
Road *
French Valley
Parkway Interchange,
Phase 2 ***
System * aj
Renovate In -line Hockey Rink
at Ronald Reagan Sports Park*
4 Old Town Police
Substation*
Ifs �
Build new Margarita
Recreation Center
Overland Bridge
with Intergenerational
Widening and
Recreation
extension over
Programming *
Murrieta Creek*
Am
Broadband
Master Plan
MS)C�
Support Career
Technical Education
(CTE) Matching
TVUSD Students to
MSJC Programs and
Local Business
Needs ***
IR
Complete Renovations
to Fire Stations
73 and 84 *
40 Stormwater
Master Plan
Ism
General Plan
Update *
Develop a Digital
Dashboard to Track
Data and Measure
Accomplishment of
City Goals *
Coordinate Acquisition
of Fire Station 12
in Old Town*
Implement Smart City
Technology to
Increase Efficiency
and City Service
Delivery *
Establish a Transportation
Task Force to address Regional
Circulation Needs***
Temecula Valley
Hospital
Expansion **
■
Partner to Promote
and Build Attainable
Housing ***
Complete Fiber Optic
Connections to
City Facilities *
Auxiliary Lanes
Both Directions Nicolas Road
On 1-15 * Extension *
Mobile Library
D-,-..—N/ ***
Wineries/Hotel/Old
Town Transit Line and
ans A
Emergency
Management Master
Plan *
Park & Ride **
Jedediah Smith Road
Roundabout*
* City Development
** Private Development
***Public -Private Development or Multi -Public Agency Development NOTE: Timeline will change due to budget considerations and community priorities. Project placement on the timeline indicates approximate initiation/completion within a 5 to 10 year period, not the exact year it will take place.

Climate Action Plan with
Diaz Road
Greenwayslnfrastructure
Element Including Master
Drainage Study, Trails and
Bikeways, and Urban
Forest Management Plan *
-
-_
1-15 Gateway
Monument*
Murrieta Creek Bridge
at Cherry, Connecting
to French Valley
Parkway *** Freeway Landscape
Widening *
Beautification ***
Pen ovate/Upgrade
Community Recreation
Center (CRC), including Integrated
* Watershed Old Town Parking Build Fire Training Western expanded Teen Room * Structures * *** ***
Management Plan O Facility with Tower Bypass Corridor
q A
Expand City WIFI to Complete Temecula
All Public Spaces* Loop Trail *
General Plan Performing Arts
Update * Center ***
Organic Community
New Tennis Complex***
Garden ***
Aquatics Facility
with Olympic -size
Swimming Pool ***
NOF
South Side Senior Wildlife Crossing
Center for Active Over 1-15 ***
Adults *
Complete
Implementation
of Old Town
Specific Plan
Building Greatness
Maintaining Excellence
C
r
Continued
Implementation of
Uptown Temecula
Specific Plan *
IV
French Valley
Parkway
Interchange
Phase 3 ***

CITY OF TEMECULA

AGENDA REPORT
TO: City Council
FROM: Aaron Adams, City Manager
DATE: July 14, 2020
SUBJECT: Receive Report on Race and Equity Efforts and Provide General Direction Regarding the Same
PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council receive the report on race and equity efforts and provide general direction regarding the same.

BACKGROUND: On May 25, 2020, George Floyd, a 46-year old unarmed black man, was killed after being arrested by police in Minneapolis, Minnesota for possessing a counterfeit $20 bill. The nation watched in horror as video footage showed the police officer kneeling on Mr. Floyd's neck for approximately 8 minutes, while Mr. Floyd was repeatedly heard saying "I can't breathe". The deaths of George Floyd, Breonna Taylor, Ahmaud Arbery, Stephon Clark, Philando Castile, Tamir Rice, Michael Brown, Eric Garner, Trayvon Martin and many more, have led to nationwide protests and demands for police reform. Social justice organizations and legislators across the spectrum are renewing efforts to examine the issues of systemic racism in this country. Corporations and institutions are examining their own unconscious bias to understand where they fit in this narrative. Various chapters of Black Lives Matter are organizing community protests and meetings in their own cities. Friends and family are discussing race and equity at backyard barbeques and dinner tables. These important conversations are happening everywhere, including in the City of Temecula.

Temecula, like other cities, is not immune from the challenges associated with racism. The local protests over the last several weeks, along with community meetings with local Black Lives Matter and faith leaders, have shined a light on that which was always present, even if it was not overt.

Members of the community have shared their personal stories, their discriminatory experiences, and their powerful voices, in an effort to be heard and seen. Many of these voices are being shared for the first time by our residents. The City Council also shared their voices, individually with staff, each expressing a strong desire to address the needs of the community in this space and effectuate change. This agenda item, which includes numerous ideas and opportunities to bring about change, is being brought forward as a result of this collective dialogue.

In an effort to succinctly group and describe the various ideas and opportunities presented, the core principles of the Race, Equity and Leadership (REAL) program developed by the National League of Cities, of which the City of Temecula is a member, have been applied. The program, created in 2014 in response to the Ferguson, Missouri unrest, is designed to strengthen the knowledge of

local leaders to eliminate racial disparities, heal racial divisions and build more equitable communities. REAL subscribes to three core principles in order to have respectful and meaningful dialogue, as well as measurable long-standing results. While an in-depth review of REAL includes several details associated with each principle, generally the three principles are described as follows:

1. Normalize Conversations — This step has already started to some degree both internally at City Hall and externally in the community as described above. The broader concept associated with this step is to not only speak about race and equity openly in different settings, but to develop a shared understanding amongst stakeholders of common definitions and basic analysis. There is an urgency in this step to prioritize some conversation and action immediately.

2. Operationalize Actions — The broader concept associated with this step is to develop tools that will drive results to close the equity gap. Data is crucial in this step to help identify strategies that will yield the desired outcomes.

3. Organize Sustainable Effort — The broader concept associated with this step is to develop capacity to work intentionally on equity within in the organization through structure, policies and processes in an ongoing and routine manner.

The ideas and opportunities that have been shared by the City Council and the community are categorized below based on these principles. A general description for each idea is also referenced for broader understanding and discussion only and does not represent a final determination of the idea or concept. The final determination is subject to City Council review, revision and approval.

The ideas and opportunities presented are as follows:

Phase 1 (Normalize the Conversation
• City Council Engagement and Involvement — Each member of the City Council has indicated a desire to be fully engaged equally in the race and equity conversation internally and externally. As such, staff will continue to collaborate with each member individually or in pairs in a manner that is consistent with the Brown Act. • Resolution Supporting Unity and Racial Equity — This is a public declaration and formal stance of the City Council supporting unity amongst all races, ethnicities and cultures and denouncing all forms of hate and racism. Similar resolutions have been adopted by local governments across the nation.
• Professional Assistance for Internal Training on Diversit/EquitX — This includes contracting with the National League of Cities REAL administrators (or other professional outlet) to provide diversity, inclusion, implicit bias, and race equity training to City employees, board and commission members and City Council. • Professional Assistance for Internal Training on Media Relations — This includes contracting with a professional outlet (i.e., professional firms identified and/or utilized by the League of California Cities) to provide public communication and media training to the executive staff and City Council.
• Communication with Law Enforcement (Initial) — This includes initial conversations with law enforcement to develop an understanding of what the existing policies and procedures are for the Riverside Sheriff's Office in regards to the hiring and training of police officers, as well as community policing principles. A review of opportunities for improved communications between the City and the Sheriff's Department on incident awareness and

community integration is also included.
• Communication with CommunityInitial) — Understanding that internal training is a prerequisite to full engagement with the community, this includes opportunities for one- way listening and learning from the community. The primary example is the attendance of Council and/or staff at educational events and/or meetings organized by community groups that the City is invited to for the purposes of listening and learning.

Phase 2 (Operationalize the Action):
• Board or Commission — This includes an opportunity to create a citizen board or commission, similar to the existing board and commissions within the City, to advise the City Council on matters of diversity, inclusion, race, equity, etc. This group could be utilized for redistricting purposes as well. Given the important nature of this subject and Council's desire to equally participate, makeup could include an appointee by each Council Member from their respective district.
• Professional Assistance for Community Dialog — This includes contracting with the National League of Cities REAL administrators (or other professional outlet) to facilitate conversations on diversity, inclusion, race and equity within the community. • Communication with Community On-oin — Understanding that internal training is a prerequisite to full engagement with the community, this includes opportunities for two- way dialogue between the City and the community on the topic of race, equity, and diversity. Opportunities to conduct this dialogue could include small group gatherings with interested persons, meetings with homeowner associations, coffee with council members in districts, etc. Law enforcement could also be incorporated into these gatherings. • Communication with Law Enforcement (Ongoing) — This includes ongoing conversations with law enforcement to build a stronger community policing model based on the overall needs of the City, the business community and individual residents. These conversations would also include opportunities to partner with the school district. • City Council Protocol Manual — This includes the creation of a City Council Protocol Manual, similar to those that are in place in other cities but specialized for Temecula.

Contents could include rules of decorum, code of ethics, standards for communication, etc.

The manual would serve as an orientation, education and accountability tool. • Citywide Policies and Programs — This includes a review of various citywide policies and programs (i.e., holiday recognitions, board and commission recruitments, internships, lighting city facilities, community service and block grant funding, etc.) to determine opportunities for additional diversity and inclusion of the underrepresented and minority population of the community.

Phase 3 Organize the Sustainable Effort
• Budget — This includes a refreshed budget process which includes the ability for additional public engagement utilizing new outreach methods, as well as internal Council and department considerations for spending priorities on public transportation, housing, and community services based on the needs of the underrepresented and minority population of the community.
• Quality of Life Master Plan — This includes the addition of an equity value to the existing six values in the Quality of Life Master Plan (QLMP). The equity value would outwardly demonstrate the City's commitment to overall equity for residents of all racial, ethnic, and cultural backgrounds. An additional value of diversity and inclusion could also be

considered during the QLMP process. As the values of the QLMP are tied to annual departmental goals in the budget, General Plan and Housing Element updates, Parks Master Plan, etc., the addition of these values and related effort will be sustainable.

As previously stated, the above -referenced ideas and opportunities represent the collective dialogue of the City Council and community members to date. It is not meant to be an exhaustive list of solutions to the challenge before us, but rather a starting point for discussion and consensus.

As additional ideas and opportunities are brought forward, they too will be brought to Council for consideration and consensus. Temecula has a solid foundation upon which it was built as a City and community, and these efforts will only further strengthen its collective resolve to represent all of its residents. It is therefore recommended that the City Council provide general direction to staff on whether it wishes to proceed with each idea or opportunity and share any general concept amendments.

FISCAL IMPACT: There is no fiscal impact associated with the consideration of this item. Funding will be needed for professional assistance in the various areas of training and community dialogue as referenced above if and when those measures are implemented.

ATTACHMENTS: None

MEMO
TO: Matt Peters
FROM: Doug Svensson
DATE: October 24, 2022
SUBJECT: Commission Comments on QLMP
The following are questions and comments received from the Temecula Commissions on the QLMP.

Public/Traffic Safety — August 25, 2022
■ The Career Technical Education Center is a great recommendation. ■ Glad to see the Equity Core Value in the QLMP.
■ The QLMP mentions improving green waste recycling. Can it also include improved use of reclaimed and recycled water?
Community Services — October 10, 2022
■ Glad to see the goal of preserving open space. Can the City be more proactive in terms of acquiring open space to ensure its preservation?
■ Questions for clarification included size of survey sample (893 for QLMP survey; 923 for True North, whether core values are prioritized (no); approach to bike lane planning. ■ Glad to see Climate Action Plan included as well as a strong level of bike friendliness. Access to commercial services needs to go along with active transportation options and glad to see that included as a strategic initiative.

REDI — October 13, 2022
■ Strongly support inclusion of Equity core value.
■ Vision statement could reflect a stronger connection to equity by replacing all with every individual. Also, the traditional way of doing things is great, but don't lose sight of the fact that changes may be needed to meet future conditions.
3527 Mt. Diablo Blvd. #248, Lafayette, CA 94549 ■ Tel 925.934.8712 www.adeusa.com

■ "Equity gaps" may be better term than "inequity gaps." ■ Should resiliency include mention of distributed power grid? ■ Would like to see the City promote the core values among residents and provide annual updates to the commissions of the City's progress.
■ Digital access through a indicators dashboard would be a good way to connect residents to QLMP and REDI progress.

Planning Commission — October 19, 2022
■ "Attainable" housing is a great term.
■ It is important to post the QLMP on the website for the public to see ■ Kudos on the level of community engagement in the QLMP update process, particularly among youth. Youth mobility options and youth in government/internships are important topics to emphasize in the document.
■ In future update processes, should there be more direct representation of senior citizens? ■ The QLMP should perhaps emphasize the City's accomplishments more as well as the levels of citizen satisfaction documented in the survey results.
■ One commissioner questioned whether the Equity core value should be named "Advocacy" instead, which is maybe less divisive. However, another commissioner suggested that sounds too narrowly focused on legislative matters.

Applied Development Economics I Page 2

REQUESTS TO SPEAK

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CITY OF TEMECULA
Date: 2
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Request to Speak forms for Public Comments or items listed on the Consent Calendar may be submitted to the City Clerk 2EiqE to the City Council commencing the Public Comment period. For all Public Hearing or Council Business items on the Agenda, a Request to Speak form may be submitted to the City Clerk rior to the City Council addressing that item. Once the speaker is called to speak, please come forward to the podium and state your name for the record.
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REQUEST TO SPEAK

CITY OF TEMECULA
Date: 1 ��
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Public Comment: Non -Agenda Item: ❑ Agenda Item: Future Agenda Item: ❑ Item Description or Item No. �
Request to Speak forms for Public Comments or items listed on the Consent Calendar may be submitted to the City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council Business items on the Agenda, a Request to Speak form may be submitted to the City Clerk prior to the City Council addressing that item. Once the speaker is called to speak, please come forward to the podium and state your name for the record. ' / /
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Temecula City CouncilNovember 15, 2022

Temecula City Council
November 15, 2022