HomeMy WebLinkAbout2003-253G CHILDREN'S SERVICES ADVISORY COMMITTEE
C/O Human Services
1840 25" Street or
Vero Beach, Florida 32960-3394
Phone: 561 -567-8000 (Ext. 467 or 524)
Fax: 978-1798
E-Mail: Jeadson(Mbcc. co. indian-dver.fl. us
MmastersonObcc.co. indian-river.fl. us
To : Beth Jordan
From : Joyce Johnston-Carlson
Date : October 21 , 2003
Re : Grant Contracts 2003 -04
The attached is a Children' s Service Advisory Committee Grant Contract for :
H. O.P.E.
Please review the insurance certificate and verify that it is adequate by signing on the line
below. Contact me if you have any questions . Thank you.
�--- Beth Jordan Date lo-v/-es
dntif°d
a° i{yy�'�H
w 2 2003
0 L L R K TO Til !� E E0; ARD
Indian River County Grant Contract
This Grant Contract ("Contract") entered into effective this 1st day of October 2003 by and between
Indian River County, a political subdivision of the State of Florida , 1840 25th Street, Vero Beach FL ,
32960 ("County" ) and H . O . P . E . (" Recipient") ;
of: (Address )
H . O . P . E .
454538 th Avenue
Vero Beach , Florida 32967
H . O . P . E . Program
Background Recitals
A. The County has determined that it is in the public interest to promote healthy children in a
healthy community.
B . The County adopted Ordinance 99- 1 on January 19 , 1999 ("Ordinance") and established the
Children 's Services Advisory Committee to promote healthy children in a healthy community
and to provide a unified system of planning and delivery within which children 's needs can be
identified , targeted , evaluated and addressed .
C . The Children 's Services Advisory Committee has issued a request for proposals from
individuals and entities that will assist the Children 's Services Advisory Committee in fulfilling
its purpose .
D . The proposals submitted to the Children 's Services Advisory Committee and the
recommendation of the Children 's Services Advisory Committee have been reviewed by the
County.
E . The Recipient, by submitting a proposal to the Children 's Services Advisory Committee , has
applied for a grant of money ("Grant" ) for the Grant Period (as such term is hereinafter
defined ) on the terms and conditions set forth herein .
F . The County has agreed to provide such Grant funds to the Recipient for the Grant Period (as
such term is hereinafter defined ) on the terms and conditions set forth herein .
NOW THEREFORE , in consideration of the mutual covenants and promises herein contained , and
other good and valuable consideration , the receipt and adequacy of which are hereby acknowledged ,
the parties agree as follows :
1 . Background Recitals The background recitals are true and correct and form a material
part of this Contract.
2 . Purpose of Grant The Grant shall be used only for the purposes set forth in the
complete proposal submitted by the Recipient attached hereto as Exhibit "A" and
incorporated herein by this reference (such purposes hereinafter referenced as "Grant
Purposes" ) .
3 . Term The Recipient acknowledges and agrees that the Grant is limited to the fiscal
year 2003/2004 ("Grant Period") . The Grant Period commences on October 1 , 2003
and ends on September 30 , 2004 .
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4 . Grant Funds and Payment The approved Grant for the Grant Period is One Hundred
Thousand Dollars ($ 100 , 000 ) . The County agrees to reimburse the Recipient from
such Grant funds for actual documented costs incurred for Grant Purposes provided in
accordance with this Contract . Reimbursement requests may be made no more
frequently than monthly. Each reimbursement request shall contain the information , at
a minimum , that is set forth in Exhibit " B" attached hereto and incorporated herein by
this reference . All reimbursement requests are subject to audit by the County . In
addition , the County may require additional documentation of expenditures , as it
deems appropriate .
5 . Additional Obligations of Recipient .
5 . 1 Records , The Recipient shall maintain adequate internal controls in order to
safeguard the Grant. In addition , the Recipient shall maintain adequate records fully
to document the use of the Grant funds for at least three (3 ) years after the expiration
of the Grant Period . The County shall have access to all books , records , and
documents as required in this Section for the purpose of inspection or audit during
normal business hours at the County' s expense , upon five ( 5) days prior written
notice .
5 . 2 Compliance with Laws . The Recipient shall comply at all times with all applicable
federal , state , and local laws , rules , and regulations .
5 . 3 Quarterly Performance Reports . The Recipient shall submit Quarterly Performance
Reports to the Human Services Department of the County within fifteen ( 15) business
days following : December 31 , March 31 , June 30 , and September 30 .
5 .4 Audit Requirements . If Recipient receives $25 , 000 or more in the aggregate from
all Indian River County government funding sources , the Recipient is required to have
an audit completed by an independent certified public accountant at the end of the
Recipient's fiscal year. Within 120 days of the end of the Recipient's fiscal year, the
Recipient shall submit the audit to the Indian River County Office of Management and
Budget . The fiscal year will be as reported on the application for funding , and the
Recipient agrees to notify the County prior to any change in the fiscal period of
Recipient . The Recipient acknowledges that the County may deny funding to any
Recipient if an audit required by this Contract for a prior fiscal year is past due and has
not been submitted by May 1 ,
5 .4 . 1 The Recipient further acknowledges that , promptly upon receipt of a
qualified opinion from its independent auditor, such qualified opinion shall
immediately be provided to the Indian River County Office of Management and
Budget . The qualified opinion shall thereupon be reported to the Board of
Commissioners and funding under this Contract will cease immediately . The
foregoing termination right is in addition to any other right of the County to
terminate this Contract.
5 .4 . 2 The Indian River County Office of Management and Budget reserves
the right at any time to send a letter to the Recipient requesting clarification if
there are any questions regarding a part of the financial statements , audit
comments , or notes .
5 . 5 Insurance Requirements . Recipient shall , no later than September 23 , 2003 ,
provide to the Indian River County Risk Management Division a certificate or
certificates issued by an insurer or insurers authorized to conduct business in Florida
2 -
that is rated not less than category A- : VII by A. M . Best , subject to approval by Indian
River County's risk manager, of the following types and amounts of insurance :
(i ) Commercial General Liability Insurance in an amount not less than
$ 1 , 000 , 000 combined single limit for bodily injury and property damage ,
including coverage for premises/operations , products/completed operations ,
contractual liability, and independent contractors ;
(ii ) Business Auto Liability Insurance in an amount not less than $ 1 , 000 , 000
per occurrence combined single limit for bodily injury and property damage ,
including coverage for owned autos and other vehicles , hired autos and other
vehicles , non-owned autos and other vehicles ; and
( iii ) Workers' Compensation and Employer's Liability (current Florida statutory
limit)
5 . 6 Insurance Administration . The insurance certificates , evidencing all required
insurance coverages shall be fully acceptable to County in both form and content,
and shall provide and specify that the related insurance coverage shall not be
cancelled without at least thirty (30 ) calendar days prior written notice having been
given to the County. In addition , the County may request such other proofs and
assurances as it may reasonably require that the insurance is and at all times
remains in full force and effect . Recipient agrees that it is the Recipient's sole
responsibility to coordinate activities among itself, the County, and the Recipient's
insurer(s) so that the insurance certificates are acceptable to and accepted by
County within the time limits set forth in this Contract . The County shall be listed as
an additional insured on all insurance coverage required by this Contract, except
Workers ' Compensation insurance . The Recipient shall , upon ten ( 10 ) days' prior
written request from the County, deliver copies to the County, or make copies
available for the County's inspection at Recipient's place of business , of any and all
insurance policies that are required in this Contract . If the Recipient fails to deliver or
make copies of the policies available to the County; fails to obtain replacement
insurance or have previous insurance policies reinstated or renewed upon
termination or cancellation of existing required coverages ; or fails in any other regard
to obtain coverages sufficient to meet the terms and conditions of this Contract, then
the County may, at its sole option , terminate this Contract .
5 . 7 Indemnification . The Recipient shall indemnify and save harmless the County, its
agents , officials , and employees from and against any and all claims , liabilities ,
losses , damage , or causes of action which may arise from any misconduct , negligent
act, or omissions of the Recipient, its agents , officers , or employees in connection
with the performance of this Contract.
5 . 8 Public Records . The Recipient agrees to comply with the provisions of Chapter
119 , Florida Statutes ( Public Records Law) in connection with this Contract .
6 . Termination . This Contract may be terminated by either party, without cause , upon
thirty (30 ) days prior written notice to the other party. In addition , the County may
terminate this Contract for convenience upon ten ( 10 ) days prior written notice to the
Recipient if the County determines that such termination is in the public interest .
7 . Availability of Funds . The obligations of the County under this Contract are subject
to the availability of funds lawfully appropriated for its purpose by the Board of
County Commissioners of Indian River County .
- 3 -
8 . Standard Terms . This Contract is subject to the standard terms attached hereto as
Exhibit C and incorporated herein in its entirety by this reference .
IN WITNESS WHEREOF , County and Recipient have entered into this Contract on the date
first above written .
INDIAN FRIVPKtOUNTY BOARD OF COUNTY
COMMIS NERS
By :
enn tha t, Chair a
Attest : J . K . Barton , Clerk
By.
Deputy Clerk
Approved .
/ ames Chandler, unty Administrator
A r ved as to form and legal sufficien
r�'
ell , Assistant County orney
RECIPIENT :
H . O . P . E ,
454538 th Avenue
Vero Beach , Florida 32967
By : I Z/X<
N e
&,,4rgAIAA df 7xe P3*K0
Title
4 -
EXHIBIT A
[Copy of complete proposal/application]
- 1 -
EXHIBIT B
[From policy adopted by Indian River County Board Of County Commissioners on February 19 ,
2002]
" D . Nonprofit Agency Responsibilities After Award of Funding
Indian River County provides funding to all nonprofit agencies on a reimbursement basis
only.
All reimbursable expenses must be documented by an invoice and/or a copy of the canceled
check . Any expense not documented properly to the satisfaction of the Office of Management &
Budget and/or the County Administrator may not be reimbursed .
If an agency repeatedly fails to provide adequate documentation , this may be reported to the
Board of Commissioners . In the event an agency provides inadequate documentation on a
consistent basis , funding may be discontinued immediately. Additionally, this may adversely
affect future funding requests .
Expenditures may only be reimbursed from the fiscal year for which funding was awarded . For
example , no expenditures prior to October 1St may be reimbursed with funds from the following
year . Additionally, if any funds are unexpended at the end of a fiscal year, these funds are not
carried over to the next year unless expressly authorized by the Board of Commissioners .
All requests for reimbursement at fiscal year end (September 30th) must be submitted on a timely
basis . Each year, the Office of Management & Budget will send a letter to all nonprofit agencies
advising of the deadline for reimbursement requests for the fiscal year. This deadline is typically early
to mid October, since the Finance Department does not process checks for the prior fiscal year
beyond that point .
Each reimbursement request must include a summary of expenses by type . These summaries
should be broken down into salaries , benefits , supplies , contractual services , etc . If Indian River
County is reimbursing an agency for only a portion of an expense (e . g . salary of an employee ) , then
the method for this portion should be disclosed on the summary. The Office of Management &
Budget has summary forms available .
Indian River County will not reimburse certain types of expenditures . These expenditure types are
listed below .
a . Travel expenses for travel outside the County including but not limited to ; mileage reimbursement,
hotel rooms , meals , meal allowances , per Diem , and tolls . Mileage reimbursement for local travel
(within Indian River County) is allowable .
b . Sick or Vacation payments for employees . Since agencies may have various sick and vacation
pay policies , these must be provided from other sources .
c . Any expenses not associated with the provision of the program for which the County has awarded
funding .
d . Any expense not outlined in the agency's funding application .
The County reserves the right to decline reimbursement for any expense as deemed necessary."
- 1 -
EXHIBIT C
STANDARD TERMS FOR GRANT CONTRACT
1 . Notices : Any notice , request , demand , consent , approval or other
communication required or permitted by this Contract shall be given or made
in writing , by any of the following methods : facsimile transmission ; hand
delivery to the other party; delivery by commercial overnight courier service ;
or mailed by registered or certified mail ( postage prepaid ) , return receipt
requested at the addresses of the parties shown below :
County : Joyce Johnston- Carlson , Director
Indian River County Human Services
1840 25th Street
Vero Beach , Florida 32960-3365
Recipient : Henry Burson , Jr.
H . O . P . E ,
454538 1h Avenue
Vero Beach , Florida 32967
2 . Venue : Choice of Law: The validity, interpretation , construction , and effect
of this Contract shall be in accordance with and governed by the laws of the
State of Florida , only . The location for settlement of any and all claims ,
controversies , or disputes , arising out of or relating to any part of this
Contract , or any breach hereof, as well as any litigation between the
parties , shall be Indian River County , Florida for claims brought in state
court , and the Southern District of Florida for those claims justifiable in
federal court .
3 . Entirety of Agreement : This Contract incorporates and includes all prior and
contemporaneous negotiations , correspondence , conversations ,
agreements , and understandings applicable to the matters contained herein
and the parties agree that there are no commitments , agreements , or
understandings concerning the subject matter of this Contract that are not
contained herein . Accordingly , it is agreed that no deviation from the terms
hereof shall be predicated upon any prior representations or agreements ,
whether oral or written . It is further agreed that no modification ,
amendment or alteration in the terms and conditions contained herein shall
be effective unless contained in a written document signed by both parties .
4 . Severability : In the event any provision of this Contract is determined to be
unenforceable or invalid , such unenforceability or invalidity shall not affect
the remaining provisions of this Contract , and every other term and
provision of this Contract shall be deemed valid and enforceable to the
extent permitted by law . To that extent, this Contract is deemed severable .
5 . Captions and Interpretations : Captions in this Contract are included for
convenience only and are not to be considered in any construction or
interpretation of this Contract or any of its provisions . Unless the context
- 1 -
indicates otherwise , words importing the singular number include the plural
number, and vice versa . Words of any gender include the correlative words
of the other genders , unless the sense indicates otherwise .
6 . Independent Contractor, The Recipient is and shall be an independent
contractor for all purposes under this Contract . The Recipient is not an
agent or employee of the County , and any and all persons engaged in any
of the services or activities funded in whole or in part performed pursuant to
this Contract shall at all times and in all places be subject to the Recipient' s
sole direction , supervision , and control .
7 . Assignment. This Contract may not be assigned by the Recipient without
the prior written consent of the County .
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09 / 29 / 2003 14 : 44 FAX 772 362 3466 SID BANACK INS . ' IUVL
TM, CERTIFICATE OF LIABILITY INSURANCE SEP` 25 3
PRODUCER1 BANACK INSURANG� AQENCY THIS CERTIFICATE 13 ISSU A MATTER OF INFORNAT1oN
20614TH AVE ONLY AND CONFERS NO RIGHTS UPON THE CEiRTiFICATE
P O BOX 170 HOLDER. THIS CERTIFICATE DOES NOT AMEEND, EXTEND OR
ALTER THE COVERAGE A"OftDED BY THE EWES BELOW
VERO BEACH FL 32961
PHONE: 772.6621359 INSURER$ AFFORDING 0OVERAOE NAIL A
INSURED INSURERA: AUTO OWNERS INSURANCE
PROJECT HOPE, INC. INSURERS: HARBOR SPECULRY INsuRANCE
4646 38TH AVENUE -
VERO BEACH FL 32967 INSURER C: AUTO OWNERS
INSURANCE
INSURER D:
INSURER It:
COVE:RAG
THE POUCIES OF WOURANCE LISTED BELOW HAVE BEEN ISSUED TO TH6 NBUR60 NAMED ABQW FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING
ANY RGOOK&ANT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTNN. THE INGURANC6 AFFORD60 BY THG POL6=9 DESCRIBED HERam IS SUBJECT TO ALL THE TH]R ME, GXCW44ON6 AND CONDITIONS OP SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAMS,
TM OF INSUIVWCE POUCY NUMBER POUevwmtTm rouevEVOtATION —
M DATE UYIT7
GENERAL LIABILITY 00211240581732-03 SEP 6 03 SEP 5 04 EACH OCCURRENCE _ i - llowt000
X OAAMO[ TO ftW99 i . . . . 60 000
CLAIMS MADE U OCCUR MED. EXP (Arw Om Pwton) 9
5,000
C PERSONAL & ADV INJURY 4 1 ,000,000
GENVUL AGGREGATE i 1 000 000
OEN L AGGREGATE LIMIT APPLIES PER• PROOUCTS•COMPIOP AGG• i 1 ,000,000
POLICY 71 pmn V= r Ar -• —
AwTOMDeaELIABILITY 00237240697732-03 SEP 6 03 SEP 6 04 COMBINED fINGIBLIMIT i 1 ,000,000
ANY AUTO (Fa wddm +U
ALL OWNED AUTOS BODILY INJURY
Ci SCHROULEDAVTQ$ (Pwpwwn) f
X HIRED AUTOS
BODILY INJURY i
X . NON-0WNED AUTOS (Per acddanp
R - - - - - — - PROPERTYDAMAGE i
GARAGE L ASBfTY AUTO ONLY - EA ACCIDENT i
ANY AUTO
OTHER THAN _ EA ACC s
AUTO ONLr. Arm
EXCESS I UMBETtHLLA LIABILITY EACH OCCuRRENca f
OCCUR FICLAIMS MADE AGGREGATE
f
DEDUCTIBLE _ --
RETENTION
VVOFUQM COMPENSATION ANO 009000005492203 APR 29 03 APR 29 04 X 1NO QTATu tTnlf!<
RUPLOYEW UABBJTY
C ANY FROPRIMR#A"NVA%ZQMn E.L. EACHACC%NT i 100,000
O"I`offiv'low °Iciimww LL. DISEASE-EAEMPLOYEE
s►Ii 100.000
fpr, ~ w El DISEASE-0OLN:YLBAIT S 600,000
gAL rIIVIM1uoNt r.l.w
OTHER:
DESCRIPTION OF OPERATTONSA OCATIONNEHICUMIEXCLUSIONS ADDED ENDORSEMENT/ SPECIAL PROVIMONS
LIABILITY COVERAGE: ADDITIONAL INSURED - INDIAN RIVER COUNTY BUT ONLY WITH RESPECT TO OPERATIONS OF THE NAMED
INSURED
CERTIFICATE. H=ER ADDITIONAL INSUItm INSURER I "I mo
SHOULD ANY OF THE ABOVG DGiCRIKO POLICIES Be CANCELLED BEFORE THE
EXPIRATION DATE THEREOF, THE ISSUING COMPANY WILL GNO6AWR TO WA* t0
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT. SILT
FAILURE TO 00 SO SHALL IMPOSE NO OBLIGATION OR LIARKM OF ANY IONO UPON THE
INDIAN RIVER COUNTY INSURER. ITS AGENTS OR REPREBENTATNEv
BOARD OF COUNTY COMMISSIONERS
15490 25TH STREET AUTMORIIt� R�RESENTATTVf
VERO BEACH, FLORIDA 32g6"366 �.rs+,I�
Attention:
ACORD 25 (2001M) Certificate 0 60732 Sidney M . Banack, Jr,
INTERNAL REVENUE
P • 0 . BOX 2508 SERVICE
CINCINNATI , OH 45201 DEPARTMENT OF
THE TREASUR
Date : •JUL 2 9 2002 Employer
Identification Number :
PROJECT 59 - 3739693
HOPE INC DLN :
C / O MARSHA P WIKFORS 202199124
979 BEACHLAND BLVD Contact Person :
VERO BEACH , FL 32963 WAYNE WHITE
Contact Telephone Number : IDU 75907
( 877 ) 829 - 5500
Accounting Period Ending :
December 31
Form 990 Required :
Yes
Addendum Applies :
N / A
Dear Applicant- :
Based on information supplied ,,stated in pplied , and assuming
Your application for recd Your operations will
YOU are exempt from federal income gnition of p be as
Revenue tax under sexemonion , we have determined
Code as an organization 501 a
described in section 501 ( c ) ( 3 ) .
the . Internal
We have further. )
the meaning determined that you are not
of section 509 ( a ) of the a private foundation w '
described in sections 509 a Code within
( ) ( 1 ) and 170 ' because you are an organization
( b ) ( 1 ) ( A ) ( vi )
If your sources of support , or
operation change , please let us Your
change on know purposes , character , or method of
Your exempt status and so we can consider the effect of the
ment to your or foundation status .
amended Organizational document In the case of an amend -
document or bylaws . Also or bylaws , please send
name or address . You should inform us us a copy of the
Of all changes in your
As of January 1 ,
Insurance Contributions989f You are liable for taxes
or more Act ( social securityunder the Federal
not You pay to each of your emplo taxes ) on remuneration of
liable for the tax imposed under tees during $ 100
Federal Unemploymeendarnt
year . You are
Since P }'meat Tax Act ( FUTA ) .
taxes YOU are not a private foundation
under Chapter 42 of the Code . ' ' Yoll are not subject to the excise
benefit transaction , that transactionHmightrbelsu
section 4958 . You are involved in an excess
federal Additional ) bject to the excise taxes of
excise taxes . Y ' You are not automatically
other federal If You have Y exempt from other
If
please Gonave any questions about excise , emplo
your key district office . Yment , or
Grantors and contributors may
Internal Revenue Service Y rely on this determination unless
lose your section 509 ( a ) ( pubstatus notice to the contrar the
on this determination if ) a grantor or contributor may
if you
) f , the act or he ° r she was in part responsible for , YoroWaq aw
_ failure to act , or the substantial r material change on
a ,ra «
/ g the
Letter 947 ( DO / CG ) `
PROJECT HOPE _ 2
INC
Part of the
she acquired organization that
q lied knowled resulted in your
You would no ge that the Internal loss of such status
longer be classified Revenue Service tus ' or
as a section 509 ( a ) ( 1 ) orgagizat • notice Chao .
Donors may deduct
Code , contributions to 1On •
Bequests , legacies , You as
are deductible for devises , transfers , Provided in section
applicable federal estate gifts to 170
provisions and gift tax Y ° u ° r ° f the
Of Code sections Purposes if for yOur Use
2055 , 2106 they meet ,.the e
Contribution ' and 2522 .
their contributions deductions are allow
chases and are gifts , with able to donors only
necessarilysimilar payments in no Consideration to , extent
qualifyconjunction w • received . Ticket that
stances . as deductible with fu
Pur -
See Revenue contributions , depending g events may
Ruling 67 - 296 , g on the y not
In page 109 , which sets forth Published in Cumulative Circum _
contributions , of guidelines Bulletin
Partici Payments regarding t- he deductib 1967 - 2
Dation in fundraisin made by the
for slit '
Ing activities admission Y , as chari -
for charity . to or Other
In the heading
990 , Return g ° f this letter we have
Of Organization indicated whether
are required to file Exempt From
normr-tll Form 990 Income Tax . is must file Form
Y more than only if your gross receif Yes is indicated ,
mail , please $ 25 , 000 . if
Pts each You
file the return if You receive a Form 990Year are
If you are not required to even
box i_ n the file , sim You do not exceed Package ill the
heading Ply attach the gross receipts , est .
$ 25 , 000 or less g to indicate that your the label provided
and sign the return , annual gross recei ' Check the
Pts are normally
If a return
month is required , it must
after the end of be filed b
is charged when Your annual accounting y the 15th day of the
the dela a return is filed g Period , fifth
Y • However , the maximum late , unless there A penalty of $ 20 a da
5 Percent of g
receipts Persalt is reasonable fort'
organizations Your gross Y charged cannot cause
o tions with gross pts for the year , whicheveris
$ 10 , 000 or
5100 per day receipts exceeding $ 1 , 000 , 000 finis less . For
The maximum per return , unless there any year ,
51 , 000 , 000 penalty for an organization is reasonable cause for the penalty
shall not exceed with gross receipts the delay .
return is not S50 , 000 . This Pts exceedin
complete penalty g
so be sure your return Y may also be charged if a
is complete before you file it .
You are required to
Form 990 _ , make your annual - information return ,
990 - EZ available for
or
Of the due date of the Public inspection Form 990
required return or for three years aft la
to make available for the date the return is r the later
any supporting documents public inspection filed . You are also
documents are f and your exemption Your exemption application ,
Person re also required to be ption letter . Copies of these
quest to
charge other
to any individual upon
Postage . You may fulfill this than reasonable o written or in
Internet . Penalties requirement fees for copying
requirements . may be im by Placing these documengsand
Additional Imposed
sfailure to comply on the
Tax - Exempt Status for your Or available in Publication
lumber shown above . ganization , or 557 ,
You may call our toll free
Letter ` l 9
947 ( DO / CG )
- 3 -
PROJECT HOPE INC
sub You are not required to file
Sect to the tax on unrelated business income
If you are tax returns unless
990 - T subject to this tax income under section 511 You are
Exempt Organization Business must file an of
not determiningIncome Tax Income tax return the Code .
laced whether any of Return . In this ° n Form
trade or business as of Your
Present letter we are
in ° r Proposed activities are
section 513 of the unre _
You need an em Code .
If an em toy employer identification
P er identification number was number even if
number will be assigned
not entered on You have no em
number on all gned to you will be ploYees
returns You and Your application , a
Revenue YOU file and advised of it . Please
Service , In all correspondence with the use that
If we Internal
have indicated in the heading
aPPlies , the enclosed g of this letter that
addendum is an integral part of this an addendum
Because this letter could help letter .
status and foundation status P resolve an
YOU should Y questions about your exempt
We have keep it in your permanent records .
sent a copy of this letter
Your power of attorney .
to your representative as indicated in
If you have any questions
teleph ° ne number are shown in , please contact the Person whose name and
the heading of this letter .
Sincerely yours ,
• ; '
Lois G . Lerner
Director , Exempt Organizations
14ol ALd ^ _2
AFW
g� °
• Jr; V
Letter o � ,
Edit this Header. Type the organization and program name and the funder for whom it is being completed . The page # is already set at
the
bottom right of every page.
PROGRAM COVER PAGE
Organization Name : H. O. P.E .
Executive Director : He Burson, Jr. Email : Brotherpreach@aol . com
Address : 4545 38th Ave Telephone : 772 - 770- 5759
Vero Beach Fl 32967 Fax : 772 - 567 -4690
Program Director : Hallicurtis W. Burson Email : hope_cad@bellsouth . net
Address : 4545 38th Avenue Telephone : 772 - 562-4325
Vero Beach Florida 32967 Fax : 772 - 567 -4690
Program Title : H. O . P.E.
Priority Need Area Addressed: Parental Support and education
Brief Description of the Program : CSC Taxonomy Code HD-050
H . O .P . E . Academy focuses on treating special problem for children ages 7 - 18 . We also have a
family component ; a monthly 2hr seminar that address parental empowerment
Amount Requested from Funder for 2003 /04 : $ 150 , 000
Total Proposed Program Budget for 2003 /04 : $ 230 , 814
Percent of Total Program Budget : 65 . 0 %
Current Funding ( 2002 /03 ) : $ 1005000
Dollar increase /( decrease ) in request : $ 503000
Percent increase /( decrease ) in request : 50 . 0 %
Unduplicated Number of Children to be served Individually : 360
Unduplicated Number of Adults to be served Individually : _
Unduplicated Number to be served via Group settings : 166
Total Program Cost per Client : 438 . 81
Will these funds be used to match another source ? ( Type YES or NO )
If yes , name the source :
Amount : $ -
The Organization 's Board of Directors has approved this application on (date) . May 2003
_Henry Burson, Jr. -4
Name of President/Chair of the Board Signa e
Name of Executive Director/CEO Signature
3
Edit this Header. Type the organization and program name and the funder for whom it is being completed . The page # is already set at
the
bottom right of every page.
PROPOSAL NARRATIVE
Please respond to each question in the allotted space for each section . In responding to each
section of the proposal narrative, please retain the section- label and/or question you are
addressing. Type using 12 pt. Font on 8 %2 X 11 paper and number each page . These directions
and the graphic boxes may be deleted if space is needed .
A. ORGANIZATION CAPABILITY (Entire Section A not to exceed one page)
1 . Provide the mission statement and vision of your organization .
H . O . P.E . seek to revive moral and social values . Also ; to help build self-esteem and
empower the community with skills that will help to achieve, succeed, and excel ; focusing
primarily on suspended students . The acronym H. O . P.E . (Helping Other People Excel)
and our motto is expressed through our slogan , " Instilling the Desire to Aspire. "
2 . Provide a brief summary of your organization including areas of expertise,
accomplishments and population served.
As an alternative program to out-of-school suspension, H. O . P.E . provides for these at-risk
youth a safe, peaceful and structured setting while suspended from school. They receive
one-on -one tutoring with their regular class assignments, taught behavior modification
techniques, and management skills . We provide and opportunity for the students to have
their suspended days reduced or exonerated altogether with I .R. C . Mental Health
Association as our partner, they coordinate our group discussions designed to bolster self-
esteem and life skills that instills " a desire to aspire. " We are open for any of the 16, 00
students who may end up being suspended from school. Each year we have increased our
attendance and this year have initiated an on-campus program that provides additional
counseling for our middle school students .
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Be PROGRAM NEED STATEMENT (Entire Section B not to exceed one page)
1 . a) What is the unacceptable condition requiring change ? b) Who has the need ?
c) Where do they live? d) Provide local, state or national trend data, with reference
source, that corroborates that this is an area of need.
# 1 Students that are suspended from school and are left at home with no adult supervision
become at- risk. With additional unaccounted time they are subject to engage in ,
promiscuity, drugs, alcohol, or juvenile crime. #2 Practically all of suspended students
return to school with incomplete or no assignments done at all. #3 students are penalized
because of a bad choice, yet the return to school with no instructions on behavior
modification or coping skills. #4 Suspensions are unexcused absentees. Too many
absentees led to an automatic grade reduction . When unexcused absentees led to an
automatic grade reduction . When unexcused absentees are reported to the state, allocated
funds to the School District are reduced. Family dynamic are a major factor in improving
the behavior or children . Most parents of suspended student need additional knowledge on
coping skills and effective parenting methods .
b) Over1 ,550 Indian River County students are suspended annually according to data
collected from our District Informational Service Department.
2 . a) Identify similar programs that are currently serving the needs of your targeted
population ; b) Explain how these existing programs are under-serving the targeted
population of your program.
There aren ' t any other program similar to ours .
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C . PROGRAM DESCRIPTION (Entire Section C, I — 6, not to exceed two pages)
1 . List Priority Needs area addressed.
Parental Support & Education
2 . Briefly describe program activities including location of services .
After being registered into H. O . P.E . by the parent, the student is assigned to a class by the
Program Director who supervised the enrollment. Our main campus is at the Gifford
Youth Activity Center. After student is assigned the teacher diligently assist the student in
completing assignment brought to HOPE. Train Counselors conduct daily " Rap
Sessions " designed to provide the students with coping skills so ; the student returns to his
regular school on pace with fellow classmates and with a modified behavior. Their
instructor mails motivational letters to all former students and each student behavior
record is reviewed at the end of the year.
3 . Briefly describe how your program intends to address the stated need/problem.
Include reference to any studies or evidence that indicate proposed strategies are
effective with target population .
Just by having a student a HOPE we reduce the risk of that student engaging in additional
deviant behavior due to unsupervised time. Our last year ' s status proves that a student
attending H. O . P.E . was less likely to be resuspended. The 2002 Tennessee Art Commission
defines an "at-risk" youth as any child or youth at risk of delinquency or engaging in any
other problem behaviors, such as : substance abuse, teen pregnancy, crime, and drop-out.
The things H. O. P.E . students acknowledge the most in their "exist essay" is that they
complete more academic assignments by coming to H. O. P.E . According to District
Informational Services 77 % of our students were not re-suspended ; Up 7 % over 2001 -
2002 . By involving more parents in our parental workshop breakfast and C-POSS
(Concern Parents of Suspended Students). We will aim to maintain a low level of
recidivism.
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4 . List staffing needed for your program, including required experience and estimated
hours per week in program for each staff member and/or volunteers (This section
should conform with the information in the Position Listing on the Budget Narrative
Worksheet) .
( 1 ) Administrative Director must be a qualified instructor with administrative
experience. They will be working 40 hrs . plus .
(2) The Administrative Assistant must have supervisory skills , type, data entry form
statistical reports, and work at least 40 hrs . a week.
(3) Clerical / Staff Assistant, bookkeeping and office skills are required . They will
be expected to assist instructors and will work at least 40 hrs . a week.
(4) Two Instructorsm--Mmone for each of our classes. The teacher must be qualified
with a B.A. degree and will work at least 40 hrs . a week.
5 . How will the target population be made aware of the program ?
Students and parents are give a HOPE brochure at the time of their suspension . We will
have T.V. and newspaper announcements. Posters placed on Middle and High School
campuses . The Administration of HOPE will speak a PTA and SAC meetings.
6. How will the program be accessible to target population (i. e. location , transportation ,
hours of operation) ?
The parents are the primary source of transportation . Since we are located in the central
region of the district, transportation is provided by the school district when parents are
unable to transport the child. Since our hours are synchronized with regular school part /
school scheduling incur minimum disruptions .
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D. MEASURABLE OUTCOMES (Description of Intent)
Use the Measurable Outcomesform . This description Page does not need to be included in the proposal.
In order to show the impact your program is having on the target population and the community,
the funders are requiring measurable outcomes . Please review the examples and summaries
below to insure your understanding of what is expected .
OUTCOMES : Describes what you want to achieve with the target population . Indicates the
results of the services you provide, not the services you provide . Outcomes utilize action words
such as maintain, increase, decrease, reduce, improve, raise and lower.
ACTIVITIES : Describes the tasks that will be accomplished in the program to achieve the
results stated in the outcomes . Activities utilize action words such as complete, establish, create,
provide, operate, and develop . The activities should reflect the services described in the
PROGRAM DESCRIPTION (C2) .
Use the following elements to develop your outcomes. All elements must be included:
• Direction of change • Timeframe
• Area of change • As measured by
0 Target population • Baseline: The number you will be
• Degree of chane measuring against
Example 1 (Outcome) :
To decrease (direction of change) number of unexcused absences (area of change) of enrolled
boys and girls (target population) by 75 % (degree of change) in one year (timeframe) as
reported by the 2002 School Board attendance records (as measured by) . Baseline : 2002 School
Board attendance records for enrolled boys and girls .
Example 1 (Activity) :
To provide anger management classes to enrolled boys & girls two times a week for 12 weeks .
Example 2 (Outcome) :
75 % (degree of change) of youth (target population) who have participated in the academic
enrichment activities (as measured by) for 6 months or more (timeframe) will improve
(direction of change) their scores in one or more subject area (area of change) . 25 % of
participants in academic enrichment activities will maintain the initial level of performance
assessed at entry. Baseline : Pre test scores from the academic enrichment test .
Example 2 (Activity) :
1 ) Provide pre and post test exercises on the Advanced Learning System software 2) Participants
will go through the one lesson per week and be graded for 10 weeks .
IMPORTANT NOTE :
Keep in mind when developing your PROGRAM OUTCOMES , that if funded, this will be what
you are held accountable to accomplish. Also , the PROGRAM OUTCOMES should reflect the
information described in the PROGRAM NEED STATEMENT (Bl ) .
All Program Need Statements should flow from the Mission & Vision . Measurable Outcomes
should be based on and measure program needs . Activities are the tasks you do that are going to
influence the outcome and impact the unacceptable condition in your program need statement .
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OUTCOMES ACTIVITIES
Add all the elements or the Measurable Outcome(s) Add the tasks to accomplish the Outcome(s)
OUTCOME # 1 ACTIVITY # 1
We will increase our 2001 -2002 enrollment of This year we will continue with two
125 students by 60% for school year 2003 - classrooms ; each accommodating up to 10- 12
2004 as reported by the School District students . Also , we will increase our attendance
Informational Services . by having the school administration give a
brochure about HOPE to each suspended
student ' s parent, educating P . T . A . and
targeting high school SAC teams . We will also
ask to be a part of school ' s orientation .
OUTCOME #2 ACTIVITY #2
80% Of the student attending H . O .P . E . for Teachers will log all assignments brought by
school year 2003 -2004 will return to school student to H . O . P . E . and daily supervise each
with their assignments completed. student to assure assignments are completed .
At the end of their suspension the
Administrative Director will review
assignments and document the percentage of
assignments completed (50%- 100%) . The
student and parent will sign the document
before student exit the program .
OUTCOME #3 ACTIVITY #3
70% Of H . O . P . E . students will return to school We will provide a pre-test administered
with improved anger management skills during immediately following their enrollment . Our
our 203 -2004 school year. license counselor will conduct daily Rap
Sessions . These sessions will address issues
related to behavior modification and life
management skills . On the final day we will
administer a post test to determine the
student ' s knowledge of anger management
bind conflict resolution improved or not . We
will recruit more students for the H . O . RE .
Continue Program .
OUTCOME #4 ACTIVITY #4
We will keep our recidivism rate less than 30% We will place more emphasis on anger
for the 2003 -2004 school year; documented by management during our daily Rap Sessions
data provided by School District statistician . and have Mental Health work with our students
in our after-school on campus program,
H . O . P . E . Continues .
OUTCOME #5 ACTIVITY #5
We will increase our 2002 -2003 projection for Once a month we will conduct a "Parent
parents attending our breakfast workshop by Breakfast Workshop . " Each parent will be
30% . Base line is our final enrollment required to enroll . Mental Health Association
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numbers submitted to the District Attendance will facilitate a 2 hr. presentation on a specific
Office at the end of school year 2003 and 2004 . phase of effective parenting. Parents will be
expected to attend at least one session and
students will be encouraged to come as well .
Personal counseling will be given to families
upon request.
OUTCOMES ACTIVITIES
Add all the elements or our Measurable Outcomes Add the tasks to accomplish the Outcome(s)
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E . COLLABORATION (Entire Section E not to exceed one page)
L List your program ' s collaborative partners and the resources they are providing to the
program beyond referrals and support. (See individual funder requirements for
inclusion of collaborative a reement letters .)
Collaborative Agency Resources provided to the program
Providing classroom, office and recreation space at a
( 1 ) Gifford Youth Activity Center reduce rate .
Subsidize teacher salaries provides transportation as
(2) Indian River Cty School District needed, meals and advertising tri - folds .
Provides counselors for our Rap Session and HOPE
(3 ) Mental Health Association of IRC continues program .
Provides weekly education and counseling on sexual
(4) IRC Health Department transmitted diseases and updated HIV statistic .
Provides printing for H . O . P . E .
(5 ) Indian River Community College
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F. PROGRAM EVALUATION (Entire Section F not to exceed two pages)
1 . DEMOGRAPHICS : What information (data elements) will you need to collect in order
to accurately describe your target population including demographics (age, gender and
ethnic background) required by the funder in Section H ? What are the pieces of
information that qualify them for your target population ? How do you document their
need for services or their "unacceptable condition requiring change" from Section B1 ?
Our District Informational Service records the data on every suspended student; all the
demographics required by funder and information needed by our program to recognize
our target population . Information such as : number of suspended students, why they were
suspended, how many times they have been & will be suspended and whatever additional
disciplinary behavior infractions our target population received. We also have access to
most of this information through terms, a district software system that' s secured and only
made available to a " select group" of school administrators & staff.
2 . MEASURES . What data elements will you need to collect to show that you have
achieved (or made progress toward) your Measurable Outcomes in Section D ? What
tools or items are you using as measures (grades , survey scores , attendance, absences,
skill levels) for your program? Are you getting baseline information from a source on
your Collaboration List in Section E ? Are there results from your Activities in Section
D that need to be documented ? How often do you need to collect or follow-up on this
data?
With an annual report from "Information Services " we can track the progress of all HOPE
students. This year we have been given our own code that actually labels every student
that comes through H . O . P.E . This is the school district source of baseline information . We
will also send out a survey to each of our participating schools administrator and staff
soliciting their evaluation on HOPE ' S performance. This survey that has been composed
by our advisory board (a cross section of principals, instructors and Alternative Specialists)
will be mailed out at least once a year. Students and parents will be given evaluation sheets
by counselors .
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I REPORTING : What will you do with this information to show that change has
occurred ? How will you use or present these results to the consumer, the funder, the
program, and the community? How will you use this information to improve your
program ?
Most of this information will be compiled and printed in "THE SCOPE ON HOPE . " This
will be a new informational statement brochure/ paper outlining details on H . O . P.E . origin ,
history and achievements . This will be one of our marketing tools . This information will
periodically be reviewed by our Director' s Board & Advisory Board and Administrative
Staff to evaluate what ' s working, what ' s not working, and how may what ' s not working
can be modified to work better.
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G. TIMETABLE (Section G not to exceed one page)
1 . List the major action steps, activities or cycles of events that will occur within the
program year. New programs should include any start-up planning that may occur
outside the funding year. In completing the timetable, review information detailed in
rior sections .
Month/Period Activities
August • Preparation for Staff Development Orientation Workshop
• Staff Development Orientation Workshop
• Classes Begin
• Board of Directors Meetings Resume
September . Open House (District Administrators , Principals , Teacher)
• Advisory Board Meeting
• Monthly Parental Breakfast Resume
October • Quarterly Evaluation Resume
• Fund Raising Mail Out
• Staff Developmental Workshop
December • Christmas Break
• Advisory Board Meeting
January • School Resume
March • Advisory Board Meeting
June • Classes end
• End of the Year Inventory
• Preliminary Planning for 2003 -2004
July • Re-Evaluation of Preliminary Plan
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H. PROJECTIONS FOR UNDUPLICATED CLIENTS
Number of Undu licated Clients by Location
lee, ell lee,Z
lee"�
Current Fiscal Year " Next F19"eal' Year
�
T � 13
Location ` ' � Budget 2002/03 Projections 2003/04
Unduplicated Clients Unduplicated Clients Unduplicated Clients
N . Indian River County - - -
S . Indian River County 225 433 526
Indian River Co . Total 225 433 526
Greater Stuart - - -
Hobe Sound - - -
Indiantown - - -
Jensen Beach - - -
Palm City - - -
Martin County Total - - -
Fort Pierce - -
Port Saint Lucie - -
St. Lucie Co . Total - - -
Okeechobee County - - -
Palm Beach County - - -
TOTAL SERVED 225 433 1 526
Number of Unduplicated Clients by Age
ell
1 ell
ell
Last FiscaX ' 'Year Current Fiscal Year Next Fiscal Year
I ' ll elle
Location Actual ell
20Q1Al2002 Budget 2002/03 Projections 2003/04
in i d>ltats r
Gi Individuals Group Individuals Group
3
0 to 4 - (Pre-school) - - - - -
5 to 10 - (Elementary) 11 - 12 - 12 6
11 to 14 - (Middle) 147 - 222 - 148 30
15 to 18 - (High School) 67 - 124 - 200 30
19 to 59 - (Adults ) - - 75 - 100
60 + ( Seniors) - - - - - -
TOTAL SERVED 225 - 358 75 360 166
14
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UNIFORM GRANT APPLICATION
BUDGET NARRATIVE WORKSHEET
IMPORTANT: The Budget Narrative should provide details to justify the amount requested in each line item of the budget for your
program. From this worksheet, your figures will be linked to the Total Agency Budget, Total Program Budget and Funder Specific
Budget Forms.
AGENCY/PROGRAM NAME : H . O . P - E .
FUNDER : Advisory Committee = Indian River
I CAUTION : Do not enter any figures where a cell is colored in dark blue - Formulas and/or links are in place. Gray areas should
I
be used for calculations and to write information only.
C D
OKAY AREAS FOR Pro posed Total Pro
AOENCYUSEONLY p .gram Funder Specific Total Agency
REVENUES
(SHOW DETAIL a Budget CALCULATIONS) g Budget Budget
1 Children's Services Council-St. Lucie
2 Children's Services Council-Martin
3 Children's Services Council-Okeechobee
4 Advisory Committee-Indian River 150 ,000.32 150,000 .32 150 ,000 . 32
5 United Way-St. Lucie County
6 United Way-Martin County
7 United Way-Okeechobee County
8 United Way-Indian River County 45,000 .00 45 ,000 . 00
9 Department of Children & Families
10 County Funds
11 Contributions-Cash 36 ,000.00 36 ,000. 00
12 Program Fees
13 Fund Raising Events-Net
14 Sales to Public - Net
15 Membership Dues
16 Investment Income
17 Miscellaneous
18 Legacies & Bequests School District
19 Funds from Other Sources Mental Health 36 ,696 . 00 36 ,696 . 00
20a Reserve Funds Used for Operating
20bl In -Kind Donations (Not included in total) School District 12,000. 00
21 TOTAL REVENUES
(doesn't include line 20b) $267,696. 32 $ 150 ,000 .32 $267 ,696. 32
A B C D
EXPENDITURES GRAY AREAS FOR Proposed Total Program Funder Specific Total Agency
AGENCY USE ONLY
(SHOW CALCULATIONS) Budget - Budget Budget
22 Salaries - (must complete chart on next page) 148, 880 . 00 122 ,880. 00 1483880. 00
0
Salary
23 FICA - Total salaries x 0 . 0765 7.65% 11 ,389. 32 99400 . 32 11 ,389.32
Retirement - Annualpension or qua i le
24 staff 11500 .00 1 ,500.00
Life/Health - e Ica en a o -term
25 Disab. 5 x 5,000. 25,000 .00 25 ,000 . 00
Workers Compensation - # employees x
26 rate 39000 . 00 3 ,000 . 00
Florida Unemployment - # projected
27 employees x $7 , 000 x .0270=945 . 00 945 .00 945. 00
5/27/2003
15
Type the Organization and Program Name
SALARIES A B D
POSITION LISTING Salary Gross Annual Portion of Salary on Proposed C % of Gross Annual
Funder Specific Budget Salary
Position Title / Total Hrs/Wk (Agency) Program
Requested(CIA)
Example: Executive Director / 40 hrs 70,000..00 101000.00 51000.00 7. 14%
Administrative Director 40hrs . Plus 41 , 200 . 00 41 ,200 .00 41 ,200 .00 100. 00%
Administrative Assistant 40hrs . Plus 25, 000.00 25,000. 00 25 ,000. 00 100 .00 %
Clerical / Staff Assistant 40 hrs. Plus 251000. 00 25,000.00 25,000 .00 100. 00%
Teacher #140 hrs . 28,840 . 00 28 ,840 . 00 15 ,840. 00 54 . 92%
Teacher #2 40 hrs. 281840.00 28,840.00 15, 840 .00 54 . 92%
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0 !
#DIV/0!
#DIV/0 !
#DIV/0 !
#DIV/0 !
#DIV/0 !
#DIV/0!
#DIV/0 !
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#DIV/0 !
Remaining positions throughout the agency
Total Salaries Iii$ 148,880. 00 $ 148,880. 00 $ 122 , 880. 00 82 . 54%
FRINGE BENEFITS DETAIL A
(Funder Specific Budget Funder B CD E F G
's
Column C only, from line 22 to 27 Pension Specific FICA 7,55% Heath Ins. WorkerUnemp/oyme Total Fringes Funder
Position Title / Total Hrs/wk
Budget (A x %) Compens. nt Compens. Specific
Example: Case Manager/ 40hrs 51000.00 382.50 200.00 500. 00 300. 00 200. 00 11582. 50
Administrative Director 40hrs . Plus 419200. 00 31151 . 80 1 ,500. 00 51000.00 91651 . 8
Administrative Assistant 40hrs. Plus 25 ,000.00 1 ,912.50 59000. 00 61912 . 50
Clerical / Staff Assistant 40 hrs. Plus 25,000. 00 1 ,912 . 50 51000.00 6 , 912 . 5
Teacher #1 40 hrs. 15,840.00 1 ,211 , 76 59000 . 00 6 ,211 . 76
Teacher #2 40 hrs . 15,840 . 00 1 ,211 , 76 5,000. 00 61211 . 76
0 0. 00 0. 00
0 . 00
0 0. 00 0.00 0 . 0
0 0.00 0.00 39000. 00 945.00 3 , 945.00
0 0 .00 0 . 00 0 . 00
0 0 . 00 0. 00 0 . 00
0 0. 00 0. 00 0 . 00
0 0 . 00 0 . 00
0 0. 00 0. 00
0 0. 00
0. 00 0.00 0 . 00
0 0. 00 0 . 00
0 . 00 0 . 00
0 0.00
0. 00 0 .00
0 0 . 00 0.00 0 .00
0 0. 00 0 . 00 0 . 00
0 0 .00 0.00
0 . 00
0
0. 001 0 . 001 0. 00
Total Funder Request Fringe Benefits $ 122r880 . 001 $ 9t400.321 $ 1 , 500. 00 $259000 . 00 $3 ,000.001 $945. 00 $ 39 , 845 . 32
D
EXPENDITURES GRAY AREAS FOR Proposed Total Program
AGENCY USE ONLY TO Funder Specific Total Agency
SHOW DETAIL Budget Budget Budget
5/27/2003
16
Type the Organization and Program Name
28 Travel -Daily 400 .00 400 . 00
# of Staff x average # of miles/wk x 50 wks x
$ = Estimated Daily Travel/Mileage Reimb. 9/week 9 mile per week
29 Travel/Conferences/ Training 600. 00 600. 00
• National Conference (cost per staff)
• Training/Seminar (cost per staff)
• Other Trainings (cost of travel , lodging,
registration , food ) 400.00 per staff
30 Office Supplies 6 ,200 .00 61200. 00 61200 . 00
• Office supplies (monthly average x 12
months = estimated cost of office supplies 500/month 10
based on present history. month
31 Telephone 3,500. 00 3 , 500. 00 3,500. 00
• # Phone lines x average cost per month x 3 lines @ 40. 00
12 months = local phone cost month
• Average long distance calls x 12 months = additional
Estimated cost of long distance service=2 ,000
32 Postage/Shipping 800. 00 500 . 00 800. 00
• Quarterly Mailing of Newsletter
• Special events , etc.
• Bulk mailings - appeals
33 Utilities
• Electricity ($ x 12 months)
• Water/Sewer ($ x 12 months)
• Garbage ($ x 12 months) In-kind
34 Occupancy (Building & Grounds) 109000 .00 10 ,000 . 00
• Mortgage/Rent ($ x 12 months)
• Janitorial ($ x 12 months)
• Grounds Maint. ($ x 12 months)
• Real Estate Taxes
35 Printing & Publications 2 ,000. 0021000 . 00
Quarterly Newsletter ($ x 4)
Letterheads , Envelopes , etc.
Fundraising materials
Other
36 Subscription/Dues/Memberships
• Membership to National Organization
• Dues
• Subscriptions to Newspapers/magazines ,
etc.
37 Insurance 19800. 00 10800 .00 1 ,800 . 00
• Directors/Officers Liab .
• Commercial/General Insurance
• Bond Ins .
• Auto Insurance 1500.00 /300;00
38 Equipment : Rental & Maintenance 1 ,300. 00 1 ,220 .00 1 , 300 . 00
• Copier lease ($ x 12 months)
• Meter lease ($ x 12 months)
• Copier Maintenance ($ x 12 months )
• Computer Maintenance ( $ x 12 months) 11000. 00
• Other 800. 00
39 Advertising 500 . 00 500 . 00
• Newspaper ads
• Fundraising ads/promotions 200.00
• Other (vacancies) 300.00
40 Equipment Purchases : Capital Expense 1 ,000 .00 11000 . 00
• Computer/monitor (# x $)
• Laser Printer
41 Professional Fees (Legal , Consulting) 5 ,000 . 00 5 ,000 . 00
• Legal advice ( estimated #hrs x $)
• Consultant fees
• Other
5/27/2003
17
Type the Organization and Program Name
42 Books/Educational Materials 1 ,500. 00 11500 . 00
• Books/videos current
• Materials ($ x staff) ratex2
43 Food & Nutrition
• Meals ( # meals x clients x 5days x 50 wks)
• Snacks
44 Administrative Costs
Admin . Cost (% of total budget)
45 Audit Expense 4,500.00 4 ,500 .00 4 , 500 . 00
Independent Audit Review
46 Specific Assistance to Individuals
• Medical assistance
• Meals/Food
• Rent Assistance
• Other Student Incentive
47 Other/Miscellaneous 11000.00 1 , 000 . 00
• Background check/drug test
• Other
48 Other/Contract
Sub-contract for program services
49 TOTAL EXPENSES $230,814. 32 $ 150 , 000 . 32 $230 , 814 . 32
5/27/2003
18
TWO We Org� a Program Nana
UNIFORM GRANT APPLICATION
TOTAL AGENCY BUDGET
AGENCY/PROGRAM NAME :
FY 01/02 FY 02/03 FY 03/04 % INCREASE
FYE FYE FYE CURRENT VS.
NEXT FY BUDGET
A B C D
ACTUAL TOTAL PROPOSED (col. C-eol. B)/col. e
REVENUES BUDGETED BUDGETED
1 Children 's Services Council -St. .Lucie 0.00 #DIV/O!
2 Children's Services Council-Martin 0.00 #DIV/01
3 Children's Services Council-Okeechobee 0.00 #DIV/01
4 Advisory Committee-Indian River 75 000.00 100 000. 00 150 000.32 50.00%
5 United Way-St. Lucie County 0.00 #DIV/01
6 United Way-Martin County 0.70 #DIV/01
7 United Way-Okeechobee County0.00 #DIV/O!
s United Way-Indian River County 45 000.00 #DIV/01
9 Department of Children & Families 0.00 #DIV/01
10 County Funds 0.00 #DIV/01
11 Contributions-Cash 35 816.2511 60 000.00 36 000. 00 -40.00%
12 Program Fees 0. 00 #DIV/01
13 Fund Raising Events-Net 0. 00 #DIV/O!
14 Sales to Public-Net 0. 00 #DIVIO!
1s Membership Dues 0.00 #DMO!
16 Investment Income 0.00 #DIV/01
17 Miscellaneous 0.00 #DIV/01
18 Legacies & Bequests 0.00 #DIV/01
19 Funds from Other Sources 36 800.00 36 696. 00 -0.28%
20a Reserve Funds Used for Operating 0. 00 #DIV/01
20b In-Kind Donations (Not Included In total) 14 000.00 12 000. 00 14.29%
21 TOTAL 1689399.40
10 816.25 196 800.00 267 696.32 36. 02%
EXPENDITURES
22 Salaries 127 500. 00 148 880.00 16.77%
23 FICA 5 354.85 9,754.00 11 389.32 16.77%
24 Retirement 1o200.00 11500,00 25.00%
25 Life/Health 15 600.00 25 000. 00 60.26%
26 Workers Compensation 61 .25
3900000 #DIV/01
27 Florida Unemployment 991 . 00 945. 00 4.64%
28 Travel-Dail 400.00 #DIV/01
29 Travel/Conferences/Trainin 500.00 600.00 20.00%
30 Office Supplies 41809.55 61200,00 620000 0.00%
31 Telephone 3 021 .41 340000 31500.00 2.94%
32 Postage/Shipping 173.00 800.00 800.00 0. 00%
33 Utilities 0.00 #DIVIO!
34 Occupancy (Building & Grounds -33.33%
35 Printing & Publications #DIV/01
36 Subscri tion/Dues/Membershi s #DIV/O!
37 Insurance 1230.00 0.00%
38 Equipment: Rental & Maintenance 971 . 56 0. 00%
39 Advertising28.00 11200.00=500.00 -58.33%
40 E ui ment Purchases:Ca ital Ex ense 195.00 1 000.00 1 000. 00 0.00%
41 Professional Fees (Legal, Consulting) 10 797. 50 16,000.0o 500000 -68.75%
42 Books/Educational Materials 852.45 2,000.00 16500.00 -25. 00%
43 Food & Nutrition 0.00 #DIV/01
44 Administrative Costs 350. 00 11100.00 0. 00 -100.00%
45 Audit Expense 41500. 00 #DIV/Ol
46 Specific Assistance to individuals 0.00 #DIV/01
47 Other/Miscellaneous 281 .80 300. 00 11000.00 233.33%
48 Other/Contract 999.34 19000. 00 0.00 -100.00%
49 TOTAL 97 525. 11 206 645.00 230 814. 32 11 .70%
5o REVENUES OVER/ UNDER EXPENDITURES 13 291 . 14 -91845. 001 369882. 00 474.63%
S 2T 2093
19
TWO Me Orge ~ eM PVW= Nene
UNIFORM GRANT APPLICATION
TOTAL PROGRAM BUDGET
AGENCY/PROGRAM NAME :
FY 01 /02 FY 02/03 FY 03/04 % INCREASE
FYE FYE FYE CURRENT VS.
NEXT FY BUDGET
A B C D
ACTUAL TOTAL PROPOSED (col. Ccol. B)/col. B
REVENUES BUDGETED BUDGETED
1 Children 's Services Council-St. Lucie 0.00 #DIV/01
2 Children 's Services Council-Martin 0.00 #DIV/01
3 Children 's Services Council-Okeechobee 0.00 #DIV/01
4 Advisory Committee-Indian River 75j000.00 100 000.00 150 000.32 50.00%
5 United Way-St. Lucie County 0.00 #DIV/01
6 United Way-Martin County 0.00 #DIV/01
7 United Way-Okeechobee County 0.00 #DIV/01
8 United Way-Indian River County 25 000.00 45 000.00 80.00%
9 Department of Children & Families 0.00 #DIV/01
10 County Funds 0.00 #DIV/01
11 Contributions-Cash 35 816.25 60 000.00 36 000.00 40.00%
12 Program Fees 0.00 #DIV/01
13 Fund Raising Events-Net 0.00 #DIV/01
14 Sales to Public-Net 0.00 #DIV/01
15 Membership Dues 0.00 #DIV/01
16 Investment Income 0.00 #DIV/01
17 Miscellaneous 0.00 #DIV/01
18 Legacies & Bequests 0.00 #DIV/01
19 Funds from Other Sources 36 800. 00 3669600 -0.28%
20a Reserve Funds Used for Operating 0.00 #DIV/01
20b In-Kind Donations (Noe Included In total) 14 000.00 12 000.00 -14.2900
21 TOTAL 110v816.25 221t800.00 267 696.32 20.69%
EXPENDITURES
22 Salaries 68 399.40 127 500.00 148 880.00 16.77%
23 FICA 51354.85 975400 11 389.32 16.77%
24 Retirement 11200,00 1j500.00 25.00%
25 Life/Health 151600,001 = 25 000.00 60.26%
26 Workers Compensation 61 .25 11531 .001 32000.00 95.95%
27 Florida Unemployment 991 .00 945.00 -4.64%
28 Travel-Daily 500.00 400.00 -20.00%
29 Travel/Conferences/Training 600.00 #DIV/01
30 Office Supplies 49809.55 6,200.00 69200.00 0.00%
31 Telephone 3 021 .94 31400,00 3 500.00 2.94%
32 Postage/Shipping 173.00 800.00 800.00 0.00%
33 Utilities 0.00 #DIV/0I
34 Occupancy (Building & Grounds 15 000.00 10 000.00 -33.33%
35 Printing & Publications 21000.00 #DIV/01
36 Subscription/Dues/Memberships 0.00 #DIV/01
37 Insurance 1230.001800.00 1800.00 0.00%
38 E ui ment: Rental & Maintenance 971 .56 19300. 00 1 300.00 0. 00%
39 Advertising 28.00 15200.100 500.00 -58.33%
40 Equipment Purchases: Capital Expense 195.00 11000.00 12000.00 0.00%
41 Professional Fees (Legal , Consulting) 10 797. 50 16 000.00 52000.00 -68.75%
42 Books/Educational Materials 852.45 2,000.001 17500.001 -25.002
43 Food & Nutrition 0.00 #DIV/01
44 Administrative Costs 350.00 11100.00 0.00 -100.00%
45 Audit Expense 4y500.001 #DIV/01
46 Specific Assistance to Individuals 0. 00 #DIV/01
47 Other/Miscellaneous 281 .80 300.00 w 11000. 001 233.33%
48 Other/Contract 999.34 19000.00 0.00 -100.00%
49 TOTAL 97 525.64 2081176,001 230t814.321 10.87%
5o REVENUES OVER/ UNDER EXPENDITURES 13 290. 61 13,624.001 369882.00 170.71 %
927=03
20
Type the Organization and Program Name
UNIFORM GRANT APPLICATION
FUNDER SPECIFIC BUDGET
PROGRAM EXPENSES
AGENCY/PROGRAM NAME :
FUNDER : A B c
FY 03/04 FY 03/04 % INCREASE
TOTAL FUNDER TOTAL VS ,
PROGRAM SPECIFIC FUNDER REQUEST
BUDGET BUDGET (col . B/col . A)
EXPENDITURES
22 Salaries 1489880 . 00 1229880 .00 82 . 54%
23 FICA 11 ,389. 32 9 ,400 . 32 82 . 54%
24 Retirement 11500 .00 0 .00 0 .00 %
25 Life/Health 25 ,000 .00 0 .00 0 . 00 %
26 Workers Compensation 39000 .00 0 . 00 0 . 00%
27 Florida Unemployment 945 . 00 0 . 00 0 . 00 %
28 Travel =Daily 400 . 00 0 . 00 0 .00%
29 Travel/Conferences/Training 600 . 00 0 . 00 0 .00%
30 Office Supplies 61200 .00 6 ,200 .00 100 . 00%
31 Telephone 3 , 500 .00 31500 .00 100 . 00%
32 Postage/Shipping 800 . 00 500 . 00 62 . 50%
33 Utilities 0 .00 0 .00 #DIV/0 !
34 Occupancy ( Building & Grounds 109000 .00 0 .00 0 . 00 %
35 Printing & Publications 29000 . 00 0 .00 0 .00%
36 Subscription/Dues/Memberships 0 .00 0 .00 #DIV/01
37 Insurance 1 ,800 . 00 11800 . 00 100 .00%
38 Equipment : Rental & Maintenance 11300 . 00 19220 . 00 93 . 85 %
39 Advertising 500 . 00 0 . 00 0 . 00%
40 Equipment Purchases : Ca ital Expense 1 , 000 . 00 0 . 00 0 . 00 %
41 Professional Fees (Legal , Consulting) 51000 .00 0 . 00 0 . 00 %
42 Books/Educational Materials 19500 . 00 0 . 00 0 . 00 %
43 Food & Nutrition 0 . 00 0 . 00 #DIV/01
44 Administrative Costs 0 . 00 0 . 00 #DIV/01
45 Audit Expense 4 ,500 . 00 41500 .00 100 . 00 %
46 Specific Assistance to Individuals 0 . 00 0 . 00 #DIV/01
47 Other/Miscellaneous 11000 .00 0 . 00 0 . 00 %
48 Other/Contract 0 . 00 0 . 00 #DIV/0 !
49 TOTAL $2309814. 32 $ 150 ,000 . 32 $0 .65
5/27/2003 21
Type the Organization and Program Name
UNIFORM GRANT APPLICATION
EXPLANATION FOR VARIANCES OF 15% OR MORE
TOTAL PROGRAM BUDGET
AGENCY/PROGRAM NAME : H .O .P.E .
FUNDER: �} Advisory Committee Indian River County
r Y
. . ' .A
#DIV/0!
#DIV/0!
#DIV/O!
Advisory Committee-Indian River
#DIV/01
#DIV/01
#DIV/01
United Wa -Indian River Countv
#DIV/O!
#DIVIO!
;DIV/01
#DIV/0 !
#DIV/0!
#DIV/0!
#DIVIO!
#DIV/0!
#DIV/O !
#DIV/01
Salaries Cost of living increase / We have hired professional assistant and clerical.
FICA FICA reflects the increase in salaries.
Retirement We need to provide benefits in order to keep an efficient work force.
Life/Health We need to provide benefits in order to keep an efficient work force.
Workers Compensation This has increased due to salaries.
#DIV/01
#DIV/01
;DIV/01
#DIV/01
#DIV/0 !
#DIV/O!
#DIV/01
Other/Miscellaneous To insure incidental and unexpected expenses.
5/27/2003
22
Type the Organization and Program Name
UNIFORM GRANT APPLICATION
EXPLANATION FOR VARIANCES OF 15% OR MORE
FUNDER SPECIFIC BUDGET
AGENCY/PROGRAM NAME :
FUNDER:
y 3 6 t y �r yy
4M „< ✓a' s-� '� �' x ji°a , y P °�," �M l�>^r77
Salaries
FICA
Stafte requirements for professionalism are becoming more stringent.
Office Supplies
Telephone
Posta a/Shi in
#DIV/01
#DN/01
Insurance
E ui ment:Rental & Maintenance
#DIV/01
#DIV/01
Audit Expense
#DIV/01
We have always appropriated very little for unexpected and incedental expenses. We have cut back in a number of areas need a small
safety net.
#DIV/01
52712003
23
NOT FOR PROFIT AGENCY CERTIFICATION
The County of Indian River requires , as a matter of policy , that any Consultant or firm receiving a
contract or award resulting from the Request for Qualifications issued by the County of Indian
River , Florida , shall make certification as below . Receipt of such certification , under oath , shall
be a prerequisite to the award of contract and payment thereof .
I (we ) hereby certify that if the contract is awarded to me , our firm , partnership , or corporation ,
that no members of the elected governing body of Indian River County, nor any professional
management , administrative official or employee of the County, nor members of his or her
immediate family, including spouse , parents , or children , nor any person representing or
purporting to represent any member or members of the elected governing body or other official ,
has solicited , has received or has been promised , directly or indirectly, any financial benefit ,
including but not limited to a fee , commission , finder's fee , political contribution , goods or services
in return for favorable review of any Proposal submitted in response to the Request for
Qualifications or in return for execution of a contract for performance or provision of services for
which Proposals are herein sought .
The undersigned certifies that he/she is a principal or officer of the firm applying for consideration
and is authorized to make the above acknowledgments and certifications for and on behalf of the
applicant .
The undersigned certifies that the Applicant has not been convicted of a public entity crime within
the past 36 months , as set forth in Section 287 . 133 , Florida Statutes .
Failure to sign this form will result in disqualification.
Handwritten Signature of Authorized Prin ipal (s ) : DAT -28-03
NAME : Henry Burson Jr . '
TITLE : Chairman of the Board
NAME OF FIRM/PARTNERSHIP/CORPORATION :
Prosect H . O . P . E . , Inc .
FOR AND ON BEHALF OF THE APPLICANT :
Sworn to and subscribed to
me , a Notary Public , this
1. day of rA& Ui 2003 . BY : �- ---
(SEAL ) (TYPE NAME & TITLE )
„W, DEMa.
Put*C • ftft of floAdo
� sonn # DD194076
' o, n� Notary Assn.
X
1
Indian River Board of County Commissioners
1840 25" Street
Vero Beach , FL 32960
AUTHORIZATION FOR RELEASE OF INFORMATION
Indian River County and r � ` mac. > 1,". h gni: . (Agency/Individual
are in the process of negotiation of a contract for
Indian River County is authorized to make an investigation of the
Agency/Individual regarding its experience and qualifications . The
Agency/Individual authorized the release of all relevant information concerning
prior services furnished , contracts and background information of the
Agency/Individual . The Agency/Individual authorizes any individual or
organization that is in possession of relevant factual contract and background
information , to release such data to Indian River County in response of the
County' s request .
When an individual employee of the Agency signs Authorization for Release of
Information , such individual authorizes the County to obtain relevant background
information concerning such employee's criminal record , if any, and such other
information that may be relevant to employee ' s good character and work
experience .
Authorization is given here by the Agency/Individual and such employees who
execute this authorization with the understanding and limitation that Indian River
County will utilize the information obtained for the purposes set forth herein and
that such information shall not be disclosed to third parties except as provided by
law .
Name Agency/Individual cl � t� OL Ad�
Print name
Name Employee Providing auth rization e ,�, �h
n name
Signature ( in blue in
Date ! 2 7 / G
XI
SWORN STATEMENT UNDER SECTION 105 . 08 ,
INDIAN RIVER COUNTY CODE , ON DISCLOSURE OF RELATIONSHIPS
THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC
OR OTHER OFFICER AUTHORIZED TO ADMINISTER OATHS .
5vs
1 . This sworn statement is submitted with RFP No . 4046,for
2 . This sworn statement is submitted by:
( Name of entity submitting Statement)
whose business address is :
Vewro} � e � �� �� 1 ,, 7 and
( if applicable)
its Federal Employer Identification Number ( FEIN )
is 3 1 3 `1 t� 9 3
( If the entity has no FEIN , include the Social Security Number of the individual
signing this sworn statement
3 . My name is
o r,4 J
( Please print name of individual signing )
and my relationship to the entity named above is
4 . 1 understand that an " affiliate" as defined in Section 105 . 08 , Indian River
County Code , means :
The term "affiliate " includes those officers , directors , executives , partners ,
shareholders , employees , members , and agents who are active in the
management of the entity .
XII
3
5 . 1 understand that the relationship with a County Commissioner or County
employee that must be disclosed as follows :
Father, mother, son , daughter, brother, sister, uncle , aunt, first cousin ,
nephew, niece , husband , wife , father-in-law, mother-in -law, daughter-
in -law, son-in -law, brother-in -law, sister-in-law, stepfather, stepmother,
stepson , stepdaughter, stepbrother, stepsister, half brother, half sister,
grandparent , or grandchild .
6 . Based on information and belief, the statement which I have marked below is
true in relation to the entity submitting this sworn statement . [Please indicate
which tatement applies . ]
Neither the entity submitting this sworn statement, nor any officers ,
directors , executives , partners , shareholders , employees , members , or
agents who are active in management of the entity, have any relationships
as defined in section 105 . 08 , Indian River County Code , with any County
Commissioner or County employee .
The entity submitting this sworn statement, or one or more of the officers ,
directors , executives , partners , shareholders , employees , members , or
agents , who are active in management of the entity have the following
relationships with a County Commissioner or County employee :
Name of Affiliate Name of County Commissioner Relationship
or enti or employee
XIII
r
(signature)
(date)
STATE OF
COUNTY OF ��acti,
The foregoing instrument was acknowledged before me this 1 day of
C , 20C. 3 , by ' �--- E7 - -'�� , who is personally
knowh10 me or who has produced - , moi _ 1z-; )tj ,-, as
identification .
NOTARY PUBLIC
SIGN : '
PRINT : .Oeo „ti-e.,
State of Florida at Large
My Commission Expires :
( Seal)
Do KWW*nIN
HaftPubic
y • State of florvio
. . • w1�l oI1 �7V . ' I
i
Commission # DIV i
XIV
SUPPORTING DOCUMENTS CHECKLIST
RFP 5054
Cover Page
Application
List of current officers and directors
Latest Financial Audit Report & Management Letter that conforms with the
AICPA Audit Guide
Most recent IRS Form 990, including all schedules
Most recent Internal Financial Statement (i .e . : Balance Sheet and Operating
Budget
Staff Organizational Chart
Most Recent Annual Report (if available)
501 (C)(3 ) IRS Exemption Letter
Articles of Incorporation
Agency ' s Bylaws
Agency ' s written policy regarding Affirmative Action
Proof of Goals and Outcomes Workshop Attendance
XV
Project H . O . P. E . Inc.
454538 1h Avenue
Vero Beach , FL 32967
Telephone : (772) 5624325 Fax : (772) 562-6965
EXECUTIVE BOARD OF DIRECTORS
Henry Burson , Jr. 4545 38 Avenue Founder/Chairman (772 ) 770-5759
Chairperson Vero Beach, FL 32967
Denny Hart 4260 47 Place EducatorNice ( 772) 770-0180
Vice Chairperson Vero Beach, FL 32967 Chairman
David Pearson 235 Coconut Palm Rd Ret. Businessman- ( 772 ) 231 -0566
Treasurer Vero Beach, FL 32963 H .F . H ./Treasurer
Calman Stewart 2410 7 Court SW Real Estate Proprietor ( 772) 564- 8755
Vero Beach, FL 32962 Director
Eula Clarke 1008 E . 16 Court Attorney at Law (772) 288 -4339
Stuart, FL 34996 Director
Larry Stetler 6155 Mirror Lake Dr. Semi-Retired Banker (772 ) 589- 5442
Sebastian, FL 32958 (PNC Bank) Director
PROJECT H . O . P. E . ADVISORY BOARD
Denise Bennett Program Director IRCC-KAPS-Upward Bound
Tammy Broxton-Brown Dean School District IRC
Jennifer Cummings Assistant Principal School District IRC
Mary Ellen Davies Assistant Principal School District IRC
Mark Dugan Principal School District IRC
Constance McGriff-Peterson Teacher School District IRC
Annette Reason Community Outreach Indian River C . C .
Monique Thompson Teacher St . Lucie County
Margaret Thornton Teacher School District IRC
Delbra Williams Teacher Assistant School District IRC
NORTHSIDE AGAPE ' MINISTRIES, INC .
Financial Statements
with
Independent Auditors ' Report
September 30, 2002
8
THO
N■NNNEWIN O 'Haire Kmetz � MICHNuttall Field MICHA F " AIRF " PA
AEE L L. KMET_ . SFA ° Fc
NNN0006 SCOTT A NUTTAL '_ , CPA CFP
NNNNEEN ME & Co . , chartered DANIEL E FIELD CSA
WNBRIAN J - ELWELL . CPP CJA
PATRICK K . GRAHAV CPA
l �W �� Tax, Business and Financial Consultants HARVEY " ERRS- CPA
TERESA M L<.So CpA
NNS\► Mmm
Independent Auditors ' Report
To the Board of Directors
Northside Agape ' Ministries , Inc .
We have audited the accompanying statement of financial position of Northside Agape ' Ministries , Inc .
(a nonprofit organization) as of September 30 , 2002 , and the related statements of activities , functional
expenses , and cash flows for the year then ended . These financial statements are the responsibility of
Northside Agape ' Ministries , Inc . ' s management. Our responsibility is to express an opinion on these
financial statements based on our audit.
We conducted our audit in accordance with generally accepted auditing standards . Those standards
require that we plan and perform the audit to obtain reasonable assurance about whether the financial
statements are free of material misstatement . An audit includes examining, on a test basis , evidence
supporting the amounts and disclosures in the financial statements . An audit also includes assessing the
accounting principles used and significant estimates made by management, as well as evaluating the
overall financial statement presentation . We believe that our audit provides a reasonable basis for our
opinion .
In our opinion, the financial statements referred to above present fairly, in all material respects , the
financial position of Northside Agape ' Ministries , Inc . as of September 30 , 2002 , and the changes in its
net assets and its cash flows for the year then ended in conformity with generally accepted accounting
principles .
*4j m 4
O ' Haire , Kmetz, Nuttall , Field & Co . , chartered
Certified Public Accountants
January 17 , 2003
3111 CARDINAL DRIVE • VERO BEACH , FLORIDA 32963 • TELEPHONE (772) 231 -6902 • FACSIMILE ( 772 ) 231 -4099
email@oknf-cpas . com
Northside Agape ' Ministries , Inc.
Statement of Financial Position
September 30 , 2002
Assets
Current Assets :
Cash $ 15 , 864
Grants receivable 2 ' 867
Total current assets 18 , 731
Property and equipment, net 51 , 292
Total assets $ 70 , 023
Liabilities and Net Assets
Current Liabilities :
Accounts payable $ 10 , 581
Accrued expenses 29462
Total liabilities 13 , 043
Net Assets :
Unrestricted 465155
Temporarily restricted 10 , 825
Total net assets 56 , 980
Total liabilities and net assets $ 70 , 023
See accompanying notes to financial statements .
-2 - f b
Northside Agape ' Ministries, Inc.
Statement of Activities
For the Year ended September 30 , 2002
Temporarily
Unrestricted Restricted Total
Revenues
Tithes , offerings and gifts $ 1989875 $ - $ 1989875
Grant from governmental agency 759000 - 759000
Other contributions 267876 81940 35 , 816
Other income 19391 - 1 , 391
Net assets released from restrictions 5 , 615 ( 51615 ) -
Total revenues 3079757 31325 31102
Expenses
Program services :
Ministry 1779979 - 1779979
H . O . P . E . Academy 1009009 - 1005009
Total program services 2779988 - 277 , 988
Supporting services :
Management and general 51574 - 5 , 574
Total supporting services 5 , 574 - 5 , 574
Total expenses 2839562 - 283 , 562
Increase in net assets 24 , 195 39325 27 , 520
Net assets , beginning of year 21 , 960 75500 295460
Net assets , end of year $ 46 , 155 $ 101825 $ 569980
See accompanying notes to financial statements .
- 3 -
Northside Agape ' Ministries , Inc.
Statement of Functional Expenses
For the Year ended September 30 , 2002
Program Support
Services Services Total
H . O . P . E . Total Program Management
Ministry Academy Services and General
Salaries $ 589925 $ 68 ,400 $ 1279325 $ 3 , 101 $ 1305426
Payroll taxes 1 , 996 59355 71351 105 71456
Total payroll 60 ,921 739755 1345676 31206 1375882
Payments to affiliates 21 , 037 - 21 , 037 - 219037
Professional services 2 , 724 115318 14, 042 - 141042
Program supplies 71524 19247 85771 - 89771
Benevolences 61205 - 69205 - 65205
Office expense 51685 59309 105994 300 119294
Music 35797 - 39797 - 35797
Fundraising 15482 - 19482 - 19482
Equipment rent 39352 - 35352 - 39352
Pastor housing 79250 - 7 ,250 - 75250
Insurance 69754 11230 79984 355 85339
Utilities 10 , 824 29998 13 , 822 570 145392
Repairs and maintenance 71026 972 79998 370 8 , 368
Depreciation 614 1 ,488 29102 - 25102
Travel 51431 - 59431 - 5 ,431
Contract labor 782 999 19781 - 1 , 781
Honorariums 61670 - 61670 - 61670
Taxes 51223 61 55284 - 51284
Miscellaneous 141678 632 155310 773 165083
Total expenses $ 177 , 979 $ 10009 $ 2779988 $ 51574 $ 283 , 562
See accompanying notes to financial statements .
� -4 -
Northside Agape ' Ministries , Inc .
Statement of Cash Flows
Year ended September 30 , 2002
Cash flows from operating activities :
Increase in net assets $ 27 , 520
Adjustments to reconcile increase in net assets
to net cash flows provided by operating
activities :
Depreciation 2 , 102
( Increase ) decrease in :
Grant receivable ( 2 , 380 )
Increase ( decrease ) in :
Accounts payable ( 182 )
Accrued expenses 498
Net cash provided by operating activities 273558
Cash flows from investing activities :
Capital purchases ( 18 , 115 )
Cash flows from financing activities :
Payments on note payable ( 55090 )
Net increase in cash 41353
Cash , beginning of year 119511
Cash , end of year $ 159864
See accompanying notes to financial statements .
-5 -
� 3
Northside Agape ' Ministries, Inc.
Notes to Financial Statements
Note 1 — Summary of Significant Accounting Policies
Organization
The Northside Agape ' Ministries , Inc . (the Ministry) is a not-for-profit organization established
under the laws of Florida . The Ministries purpose is to cultivate , promote , promulgate and extend
the teachings and precepts of Jesus Christ, within Vero Beach, Florida and the surrounding
communities . Additionally, the Ministry operates a school dropout prevention initiative program,
whereby students suspended by the local school system are provided a safe and nurturing
environment during their suspension .
Method of Accounting
The accompanying financial statements have been prepared on the accrual basis of accounting .
Net Assets
Contributions received are recorded as unrestricted, temporarily restricted, or permanently
restricted support, depending on the existence and/or nature of any donor restrictions . Support
that is restricted by the donor is reported as an increase in unrestricted net assets if the restriction
expires in the reporting period in which the support is recognized . All other donor-restricted
support is reported as an increase in temporarily or permanently restricted net assets , depending
on the nature of the restriction . When a restriction expires, that is , when a stipulated time
restriction ends or purpose restriction is accomplished, temporarily restricted net assets are
reclassified to unrestricted net assets and reported in the statement of activities as net assets
released from restrictions .
Property and Equipment
Property and equipment acquisitions greater than $750 are capitalized and stated at cost . Donated
property and equipment is recorded at the fair market value at the date of the gift . Depreciation is
provided on a straight-line basis over the estimated useful life of the asset, which range from 3 -7
years .
Income Tax Status
The Ministry is exempt from federal income tax under Section 501 (c )( 3 ) of the Internal Revenue
Code . In addition , the Ministry has been determined not to be a private foundation within the
meaning of Section 509 ( a) of the Code .
Functional Allocation of Expenses
The cost of providing the various programs and other activities has been summarized on a
functional basis in the statement of functional expenses . Accordingly, certain costs have been
allocated among the programs and supporting services benefited .
Contributed Services
The Ministry receives various amounts of donated services from unpaid volunteers . However,
these amounts have not been recognized in the accompanying financial statements because the
criteria for recognition of such volunteer effort under SFAS No . 116 have not been satisfied .
Northside Agape ' Ministries, Inc.
Notes to Financial Statements (continued)
Note 1 — Summary of Significant Accounting Policies (continued)
Use of Estimates
The preparation of financial statements in conformity with generally accepted accounting
principles requires management to make estimates and assumptions that affect certain reported
amounts and disclosures . Accordingly, actual results could differ from those estimates .
Note 2 — Property and Equipment
Northside Agape ' Ministries , Inc . operates under the authority of the Church of God (Cleveland,
Tennessee) , which has a centralized form of church government . In accordance with the rules
and regulations of the Church of God (Cleveland, Tennessee) , all property that the Ministry
acquired prior to incorporation in 1997 , both real and personal , is titled to and held in trust for,
the Church of God (Cleveland, Tennessee) . The Ministry uses the above titled property under the
auspices of a Local Board of Trustees .
Property and equipment acquired subsequent to incorporation is owned, titled to and controlled
by, the Ministry .
The following is a summary of property and equipment capitalized by the Ministry :
Balance Balance
September 30, September 30,
2001 Additions Deletions 2002
Land $ 32, 362 $ 129500 $ - $ 44, 862
Furniture and equipment 4, 300 5 , 615 - 91915
Accumulated depreciation ( 19383 ) (2, 102) - ( 31485 )
$ 35 , 279 $ 16, 013 $ - $ 51 , 292
Note 3 — Notes Payable
On September 8 , 2000 , the Ministry negotiated a $ 12 , 000 loan , which was used toward the
purchase of vacant land . The note required thirty monthly payments of $464 , including interest at
12% per annum . The note was paid off in April 2002 .
Note 4 — Temporarily Restricted Net Assets
Temporarily restricted net assets consists of contributions received with donor imposed
restrictions which have not been satisfied . Temporarily restricted net assets are available for the
following purposes at September 30 , 2002 :
Computer $ 19885
Projector, laptop, power point
display unit and fax machine 81940
$ 10 , 825
Northside Agape ' Ministries, Inc.
Notes to Financial Statements (continued )
Note 5 — Concentrations
For the year fiscal year ended September 30 , 2002 , the Ministry received approximately 75 % of
its revenue from contributions , and 24% from a governmental agency grant .
Note 6 — Subsequent Event
On February 5 , 2001 the Ministry facilitated the creation of a new not-for-profit entity called
Project H . O .P . E . , Inc . This new entity was formed to eventually take over and carry on the
mission and activities of the Ministries Hope Academy program. On October 1 , 2002 the Hope
Academy program split off from the Ministry into this new not-for-profit organization . On this
date the Ministry distributed the following assets and liabilities of the Hope Academy program to
the new Project H . O . P . E . , Inc :
October 1 , 2002
Cash $ 11 , 658
Grant receivable 207
Equipment, net of accumulated depreciation 49127
Accounts payable ( 15264)
Accrued expenses ( 1 , 627 )
$ 15 ,761
-8 -
� b
05 - 27 - 13 16 : 37 FROM —MARLLYN JUSTICE CPA 7725649338 1 — lac r �, 1r � y
68 Application for Extension of Time to File an
$
Form . Exempt Organization Return 0MGNo. 1545. 1704
(December 2000)
De
it
A"t of the Treasury
Revenue Service ► Fife a separate application for each return .
internl )(
• If you are filing for an Automatic 3•Month Extension, complete only Part I and check this box . . . . . . . . .
. . . . . . . . .
e if you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form) .
Note , Do not complete Part l/ unless you have already boon granted an automatic 3-month extension on a previously Aled
Form 8868.
Automatic 3-Month Extension of Time Only submit original (no copies needed)
Note : Form 990• Tcorporations requesting an automatic 6-month extension — check this box and complete Part 1 onl � ❑
All other corporations (including Form 990- C filers) must use Form 7004 to request an extension of time to file income tax returns. Partnerships.
REMICs and trusts must use Form 8736 to request an extension of time to file Form 1065, 1066, or 1041 Hrnpicyer identificaben
numbm
Name of Exempt Organization
Type or59 - 3739693
print Project Hope , Inc .
Fife by the Number, street, and room or suite number. if a P .O.box, sed instructions
due date for
filing your 4545 38th Avenue state ZIP code
return , See City, town poffice. For a tore 9n address, see Instructions.
instructions . FG 32967
Vero Beach
Check type of return to be filed (file a separate application for each return) :
Form 990 Form 990 -T (corporation) Farm 4720
Form 990 -15L Form 990 -T (Section 401 (a) or 408(a) trust) Form 5227
Form 990 •T (trust other than above) Form 6069
X Form 990 -EZ
Form 990 • PF Form 1041 -A Form 8870
• If the organization does not have an office or place of business in the United States , check this box . . . . . . .
. . . . . . .
• If this is for a Group Return , enter the organization's four digit Group Exemption Number (GEN) If this is for the whole
group ,
check this box , 9� ❑ . If it is for part of the group , check this box . . ❑ and attach a list with the
names and EINs of all members
the extension will cover .
1 I request an automatic 3 month {6 month , for 990-T corporation) extension of time until Au 15 20 03
to file the exempt organization return for the organization named above , The extension is for the organization's return for :
calendar year 20 or
W X tax year beginning Oct 1 , 20 02 and ending Dec 31 20 02
2 If this tax year is for less than 12 months , check reason : X❑ Initial return Final return
Change in accounting period
3a If this application is for Form 990 -EL, 990 -PF , 990 -T, 4720, or 6069 , enter the tentative tax , less any $
nonrefundable credits . See instructions , , , , , , , , , , , , , , , , • . " ' "
b If this application is for Form 990-PF or 990-T , enter any refundable credits and estimated tax payments made , $
Include any prior year overpayment allowed as a credit . . . . . . . . . . . . . I . . . . . . . . .
c Balance Due. Subtract line 3b from line 3a . Include your payment with this form , or , if required , deposit with FTD
Coupon or , if required , b usingEFTPS (Electronic Federal Tax Payment System) , See instructions $
Signature and Verification
under penalties of perjury. I declare that I have examined this return , including accompanying =heduies and statements, and to the best of my knowledge
and belief, it is true , co(rect, and
complete. and that I am authorized to prepare this form .
3 � 3
J w 7 vi' Title / Date .7
s10nature r` Form ARGS 62 .2000)
BAA For Paperwork Redu titin Acti N lice , see instructions.
i
FIFZ0501 07/25/02
17
03 - 06 - ' 03 11 : 54 FROM -MARLLYN JUSTICE CPA 7725649338 T - 027 PO4 / 04 U - 090
• 10:48 AM Project Hope , Inc.
02/12/03 Profit & Loss Budget vs . Actual
Accrual Basis October 2002 through January 2003
Oct 102 - Jan 03 Budget f Over Budget % of Budget
Income
Grant Income
IRC Children's Services 41 ,950.20 33,333. 32 81618.88 125. 9%
IRC Mental Health 11500.00 2,266468 -766.68 66 . 2%
IRC School Board 0.00 101000.00 - 10 ,000.00 0.0%
Misc. Foundations 171000.00 13,33332 3,666.68 127.5%
United Way 4166.67 16,666.64 - 12,499.97 25 .0%
Grant Income - Other 0.00 0.00 0.00 0.0%
Total Grant Income 64,616. 87 75,599. 96 -10, 983.09 85. 5%
Individual Contributions 80841 .00 61666.64 21174 .36 132.6%
Late Fee Income 85. 50
Total income 73,543.37 82,268.60 -8, 723 .23 89.4%
Expense
Books-Pamphlets-Tapes 0.00 666.68 -666 .68 0. 0
Casual Labor 0.00 333.32 -333 .32 0.0%%
Computer Supplies - Software 0.00 333. 32 -333 .32 0.0%
Employee 401k Matching 0 .00 400. 00 400.00 0 .0%
Employee Health Insurance 0 .00 51200.00 -51200.00 0.0%
Employee Salaries 35, 175 .66 42,500.00 -7 ,324 .34 82 . 8%
Employee Taxes
Fed. Withholding-Employee 0.00
FICA Expense 21137.05 2,635.00 497.95 81 . 1 %
Medicare-Employee 386.24 616.32 -228.08 63.0%
Payroll Expenees 49.25 333.32 -284.07 14 .8%
Total Employee Taxes 2,574 .54 3,584.64 -1 , 010. 10 71 .8%
Insurance 11451 .00 833.32 617.68 174 . 1 %
Miscellaneous 318.34 100. 00 218. 34 318. 3%
postage-Shipping 161 .65 266.64 A 04. 99 60.6%
Professional Expense 41167. 17 51333 .32 -16166. 15 78. 1 %
Publicity 68. 10 400.00 -331 . 90 17 .0%
Rent - GYAC 0. 00 54000.00 -5 , 000 .00 0.0%
Rental-Maint, Equip. 439.63 433 .32 6. 31 101 . 5%
Rental Equipment 337.35
Software 169.00
Staff-Volunteer Dev. 250.00 266.64 • 16 , 64 93 . 8%
Stamps 37.00
Student Incentives 0.00 100.00 - 100 .00 0. 0%
Supplies 21152 .01 2 ,066.64 85 . 37 104 . 1
Telephone
Cell 374, 02
Local Service 690.66 11133.32 -442.66 80.9°,6
Long Distance Service 212.40
Total Telephone 11277 .08 11133.32 143. 76 112.7%
Travel-Transportation 0. 00 166.64 -166.64 0 .0%
Unemployment Compensation 615.37
Workmans Comp. 0 .00 700. 00 -700.00 0. 0%
Total Expense 491193 .90 69, 817. 80 -200623. 90 70 .5%
Net Income 24,349 .47 12,446.80 110900 .67 195.6%
Page 1
03 - 06 - ' 03 11 ; 54 FROM -MARLLYN JUSTICE CPA 7725649338 T - 027 P02104 U - 090
10 :46 AM Project Hope, Inc.
02M.V03 Balance Sheet
Accrual Basis As of January 31 , 2003
Jan 31 , 03
ASSETS
Current Assets
Checking/Savings
Checking - Project Hope 36, 737. 53
Total CheckinglSsAnge 36, 737, 53
Other Current Assets
Petty Cash 50800
Total Other Current Assets 50.00
Total Current Assets 36,787.53
Fixed Assets
Capital Expenditures 50365.69
Total Fixed Assets 5 ,385.69
TOTAL ASSETS 42,153.22
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Mar Current Liabilities
Payroll Liabilities 1 ,945.34
Total Other Current Liabllltles 11945. 34
Total Current Liabilities 10945. 34
Total Liabilities 10945 .34
Equity
Fund Balance - Prior Year Adjus 3,957 .39
Retained Earnings 11 ,901 .02
Net Income 24 ,349.47
Total Equity 401207. 88
TOTAL LIABILITIES & EQUITY 42,153 . 22
Pagel
1
03 - 06 - ' 03 11 : 54 FROM -MARLLYN JUSTICE CPA 7725649338 i - �a � nasi la4 a - 1Q9e
10:48 AM Project Hope , Inc.
0Q IMS Profit & Loss Budget vs . Actual
Accrual Basis January 2003
.fan 03 Budget $ Over Budget % of Budget
Income
Grant Income
IRC Children's Services 13, 050.94 81333.33 4,717.61 156 .6%
IRC Mental Health 0.00 588.67 -66.87 0 . 0%
IRC School Board 0.00 21500.00 -200.00 0. 0%
Misc. Foundations 10,500.00 3, 333.33 7 . 166.87 315 .0%
United Way 4, 166.67 41166,66 0.01 100. 0%
Grant Income - Other 0. 00 0.00 0.00 0.0%
Total Grant Income 27,717.61 ' 18,899. 99 81817 .62 146 . 7 %
Individual Contributions 80.00 12666.66 A 586,66 4. 8%
Late Fee Income 45. 00
Total Income 27.842.61 20,566.65 72275 .96 135 . 4%
Expense
Books-Pamphlets-Tapes 0.00 166.67 -166.67 0. 0%
Casual Labor 0.00 83.33 -83 . 33 0. 0%
Computer Supplies - software 0. 00 83.33 -83. 33 0. 0%
Employee 401k Matching O.DO 100.00 -100.00 0.0%
Employee Health Insurance 0. 00 1 ,300.00 -1 , 300 . 00 0.0%
Employee salaries 9,384.04 10.625.00 -1 ,240. 96 88. 3%
Employee Taxes
FICA Expense 11058.77 658.75 400.02 160 .7%
Medicare-Employee 136.06 154.08 -18.02 88 . 3%
Payroll Expenses 0.00 83.33 -63.33 0 .0%
Total Employee Taxes 11194. 83 896. 16 298. 67 133. 3%
Insurance 112.00 208.33 -96.33 53. 8%
Miscellaneous 89.00 25.00 64.00 356 . 0%
Postag" hipping 0.00 66.66 -66.66 0 , 0%
Professional Expense 3,000.00 033.33 1 ,666.67 225 . 0%
Publicity O. DO 100.00 -100.00 0 . 0%
Rent - GYAC O. DO 1 ,250.00 -1 ,250.00 0. 0%
Rental-Maint Equip. 0. 00 108. 33 •108 . 33 0 . 0%
Rental Equipment 337 . 35
Software 189. 00
Staff Volunteer Dev. 0.00 66.66 -66 . 66 0 . 0%
Stamps 37 , DO
Student incenttves 0. 00 25. 00 -25 .00 0. 0%
Supplies 1 ,071 .84 516.66 555. 18 207 . 5%
Telephone
Local Service 206.22 283.33 -77 11 72 .8%
Long Distance Service 82. 36
Total Telephone 288 .58 283 .33 5 .25 101 .995
Travel-Transportation 0 .00 41 .66 -41 .66 0 . 0%
Unemployment Compensation 615 .37
Workman Comp, O. DO 175. 00 -175 .00 0 . 0%
Totes Expense 16,299.01 17,454 .45 -1 , 155 .44 93.4%
Net Income 11 ,543.60 3, 112.20 8,431 .40 370 .9%
Page '
a �
3 :55 PM Project Hope , Inc .
03/14/03 Profit & Loss Budget vs . Actual
Accrual Basis February 2003
Feb 03 Budget $ Over Budget % of Budget
Income
Grant Income
IRC Children's Services 91414. 30 81333 . 33 19080. 97 113 .0%
IRC Mental Health 0 .00 566.67 -566. 67 0 . 0%
IRC School Board 0. 00 21500 . 00 -2, 500 .00 0 . 0 %
Misc, Foundations 0 .00 3 , 333 . 33 -3 ,333 . 33 0 .0%
United Way 4 , 166 . 67 4 , 166.67 0 . 00 100 . 0%
Grant Income - Other 0 .00 0 .00 0 .00 0 . 0 %
Total Grant Income 131580. 97 181900 . 00 -5 , 319. 03 71 . 9%
Individual Contributions 11000 .00 1 ,666 .67 -666 . 67 60 . 0%
Total Income 14 , 580.97 20 , 566 .67 -51985 . 70 70 . 9%
Expense
Books -Pamphlets-Tapes 0 .00 166 . 67 - 166 . 67 0 . 0%
Casual Labor 446.00 83 . 33 362 . 67 535 . 2%
Computer Supplies - Software 0 . 00 83. 33 -83 . 33 0 .0%
Employee 401k Matching 0 . 00 100 . 00 - 100 . 00 0 .0%
Employee Health Insurance 0 .00 11300 .00 - 1 , 300 . 00 0 .0%
Employee Salaries 8 , 648 .46 10 ,625.00 - 19976 . 54 81 .4%
Employee Taxes
FICA Expense 536.21 658.75 - 122 . 54 81 .4%
Medicare-Employee 125 .42 154 . 08 -28 . 66 81 .4%
Payroll Expenses 0 .00 83 . 33 -83 . 33 0 . 0%
Total Employee Taxes 661 .63 896 . 16 -234 . 53 73 . 8%
Insurance 0.00 208 . 33 -208 . 33 0 . 0 %
Miscellaneous 18.00 25.00 -7 . 00 72 . 0%
Postage-Shipping 0 . 00 66 .67 -66 .67 0 .0%
Professional Expense 1 , 950 .00 1 , 333. 33 616.67 146 . 3 %
Publicity 0 .00 100 .00 - 100 . 00 0 . 0 %
Rent - GYAC 907 .90 1 ,250 .00 -342 . 10 72 . 6%
Rental -Maint. Equip. 237 .49 108 . 33 129 . 16 219 . 2%
Staff-Volunteer Dev. 0 . 00 66.67 -66 . 67 0 . 0%
Student Incentives 0 .00 25. 00 -25. 00 0 . 0 %
Supplies 714 . 10 516 . 67 197 .43 138 . 2%
Telephone
Cell 39. 37
Local Service 0 .00 283 . 33 -283 . 33 0 . 0%
Telephone - Other 259.95
Total Telephone 299 . 32 283 . 33 15 . 99 105 . 6%
Travel -Transportation 0 . 00 41 . 67 -41 . 67 0 . 0%
Workmans Comp, 0 . 00 175 . 00 - 175 .00 0 . 0%
Total Expense 13 , 882 . 90 179454 .49 -31571 . 59 79 . 5%
Net Income 698 .07 39112. 18 -20414. 11 22 .4%
Page 1
3 : 55 PM Project Hope , Inc .
03/14/03 Profit & Loss Budget vs . Actual
Accrual Basis October 2002 through February 2003
Oct '02 - Feb 03 Budget $ Over Budget % of Budget
Income
Grant Income
IRC Children's Services 51 , 364 . 50 41 ,666 .65 9 ,697 . 85 123 . 3 %
IRC Mental Health 1 , 500 .00 21833 .35 - 11333 . 35 52 . 9%
IRC School Board 0 .00 12 ,500.00 - 12 , 500 .00 0 . 0 %
Misc, Foundations 17 , 000 . 00 160666.65 333 . 35 102 . 0%
United Way 81333 . 34 20 ,833. 31 - 12 ,499 . 97 40 . 0%
Grant Income - Other 0 .00 0 .00 0 . 00 0 . 0%
Total Grant Income 78, 197 . 84 94 ,499 .96 - 16 , 302 . 12 82 . 7 %
Individual Contributions 91841 .00 81333 . 31 11507 . 69 118 . 1 %
Late Fee Income 85 . 50
Total Income 88 , 124 . 34 102 , 833 . 27 - 141708 . 93 85 . 7 %
Expense
Books -Pamphlets -Tapes 0 . 00 833 . 35 -833 . 35 0 . 0 %
Casual Labor 446.00 416.65 29 . 35 107 . 0%
Computer Supplies - Software 0 . 00 416 . 65 -416 . 65 0 . 0%
Employee 401k Matching 0.00 500 . 00 -500 . 00 0 . 0 %
Employee Health Insurance 0 .00 6, 500 .00 -6 , 500 .00 0 . 0%
Employee Salaries 43 ,824 . 12 53 , 125 . 00 -91300 . 88 82 . 5%
Employee Taxes
Fed . Withholding-Employee 0 .00
FICA Expense 21673 .26 3 ,293 .75 -620 .49 81 . 2%
Medicare-Employee 513 . 66 770.40 -256 .74 66 . 7%
Payroll Expenses 664 .62 416 . 65 247 . 97 159 . 5%
Total Employee Taxes 31851 . 54 49480. 80 -629 . 26 86 . 0%
Insurance 11451 .00 19041 . 65 409 . 35 139 . 3 %
Miscellaneous 336. 34 125 .00 211 . 34 269 . 1 %
Postage-Shipping 161 . 65 333 . 31 - 171 . 66 48 . 5%
Professional Expense 6 , 117 . 17 6 ,666 . 65 -549.48 91 . 8%
Publicity 68. 10 500.00 -431 .90 13 . 6%
Rent - GYAC 907 .90 61250 . 00 -59342 . 10 14 . 5%
Rental-Maint. Equip. 16014 .47 541 . 65 472 . 82 187 . 3 %
Software 169. 00
Staff-Volunteer Dev. 250 .00 333 . 31 -83 . 31 75. 0 %
Student Incentives 0 . 00 125. 00 - 125. 00 0 .0%
Supplies 21903 . 11 21583 . 31 319 . 80 112 .4%
Telephone
Cell 413 . 39
Local Service 690 . 66 11416.65 -725 . 99 48 . 8%
Long Distance Service 212 .40
Telephone - Other 259. 95
Total Telephone 10576.40 11416 . 65 159 . 75 111 . 3 %
Travel-Transportation 0 . 00 208 . 31 -208 . 31 0 . 0 %
Workmans Comp. 0 .00 875 .00 -875 . 00 0 . 0 %
Total Expense 63 ,076 . 80 87 , 272 . 29 -24 , 195 .49 72 . 3%
Net Income 25,047. 54 150560 .98 9 ,486 . 56 161 . 0%
Page 1
2 : 18 PM Project Hope , Inc .
03/14/03 Balance Sheet
Accrual Basis As of February 28 , 2003
Feb 28 , 03
ASSETS
Current Assets
Checking/Savings
Checking - Project Hope 37 , 259. 13
Total Checking/Savings 37 ,259 . 13
Other Current Assets
Petty Cash 50 . 00
Total Other Current Assets 50 . 00
Total Current Assets 37 , 309 . 13
Fixed Assets
Capital Expenditures 59365 . 69
Total Fixed Assets 5 , 365.69
TOTAL ASSETS 42 ,674.82
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Other Current Liabilities
Payroll Liabilities 1 , 768 . 85
Total Other Current Liabilities 1 , 768 . 85
Total Current Liabilities 11768. 85
Total Liabilities 11768 . 85
Equity
Fund Balance - Prior Year Adjus 3 , 957 . 39
Retained Earnings 11 , 901 .04
Net Income 25, 047 . 54
Total Equity 40, 905. 97
TOTAL LIABILITIES & EQUITY 42 ,674. 82
Page 1
�, Z3
1 . 22 PM Project Hope , Inc .
Profit & Loss
05/08/03
Accrual Basis October 2002 through April 2003
Oct *02 - Apr 03
Income
Grant Income
IRC Children's Services 85 , 298 . 75
IRC Mental Health 3 ,000. 00
Misc, Foundations 17 , 500 . 00
United Way 16, 666 .68
Total Grant Income 122 ,465 . 43
Individual Contributions 100350 . 00
Late Fee Income 180 . 50
Total Income 1323995 . 93
Expense
Books-Pamphlets-Tapes 11230 . 68
Casual Labor 11081 . 95
Computer Supplies - Software 661 . 09
Employee Salaries 61 ,275 . 44
Employee Taxes
Fed , Withholding-Employee 0. 00
FICA Expense 39281 . 62
Medicare-Employee 767 .47
Payroll Expenses 11417.69
Total Employee Taxes 51466 . 78
Insurance 11451 . 00
Miscellaneous 395 . 34
Postage-Shipping 252 .65
Professional Expense 61269 .67
Publicity 151 . 77
Rent - GYAC 2 ,723 . 70
Rental-Maint. Equip. 11294 . 73
Staff-Volunteer Dev. 304 . 83
Student Incentives 60 .00
Supplies 41750 . 34
Taxes - Other 183 . 75
Telephone
Cell 570 . 68
Local Service 1 , 079 . 52
Long Distance Service 222 . 02
Telephone - Other 259 . 95
Total Telephone 21132 . 17
Unemployment Insurance 11246 .97
Workmans Comp. 1 , 340 . 75
Total Expense 92 , 273 . 61
Page 1
1 : 22 PM Project Hope , Inc .
05/08/03 Profit & Loss
Accrual Basis October 2002 through April 2003
Oct '02 - Apr 03
Net Income 40,722.32
N Page :t
H* O* P* Eo ACADEMYFLOW CHART
Board of Directors
and
Chairman
Administrative
Director
Administrative Bookkeeper
Assistant
Instructors Assistant Volunteers
Instructor
BYLAWS
OF
PROJECT H. O . P. E. INC.
ARTICLE I
SCOPE
Section 1 - Name
The name of this organization shall be PROJECT H . O . P . E . LNC ,
Section 2 - Non-Profit Corporation
PROJECT H . O . P . E . INC . shall be incorporated under the laws of the State of Florida
as a non-profit , tax exempt organization .
Section 3 - Offices
The principal office of the corporation in the State of Florida shall be located in the City
of Vero Beach , County of Indian River ,
The Corporation will have and continuously maintain a registered office , and a registered
agent .
ARTICLE II -
PURPOSE
The purpose of the corporation shall include the following :
Section 1
The specific purpose for which this corporation is formed is to provide a mentoring and
educational counseling project to meet the needs of students , and other interested members of the
community and their families , for better health , education , home life , economic opportunities , and
better human relations . In furtherance of this purpose , the Corporation shall have all powers
I
conferred by Chapter' 617 of the Florida Statutes , including but not limited to the following
powers , to provide research for the foregoing purposes , to provide leadership training for those
� 7
involved , to develop projects and to aid and assist their furtherance , to assist social
services
programs , in support of the foregoing purposes ( and any expansions thereof) .
Section Z
To acquire property by grant , gift , purchase , devise bequest , and held , mortgage and
dispose of such property as the corporation shall require for the benefit of its charitable purposes
and operations and not for pecuniary profit .
Section 3
To operate exclusively for religious , charitable , and educational purposes such as will
qualify the corporation as an exempt organization under Section 501 (c) (3 ) of the Internal Revenue
Code or the corresponding provisions of any subsequent federal tax laws .
Section 4
To do any and all other things necessary or proper , for the achievement of any or all of the
above purposes and to do any and all things permitted to for non-profit organizations under and
by virtue of the laws of the State of Florida and Statute 617 ,
Section 5
The foregoing provisos of this Article are to be construed as both objects and powers , and
it is expressly provided that said objects and powers shall in no sense be limited by any other
proviso of these Articles of Incorporation , but shall be regarded as independent objects and
powers , provided , however , that nothing herein contained shall be constructed as authority to .
carry out any business or exercise any power or undertake any act which may be inconsistent with
Florida Statutes .
ARTICLE III
MEMBERS
Section 1 - Classes of Members
The corporation will have one ( 1 ) class of members . Membership in the corporation shall
be limited to those individuals who are from time to time serving as Directors of the corporation .
Section 2 - Election of Members
Members will be elected by the Board of Directors . An affirmative vote of two-thirds of
the Directors is required for election .
Section 3 - Voting Rights
Each member is entitled to one vote on each matter submitted to a vote of the members .
Section 4 - Termination of Membership
Membership of a member shall automatically terminate when the member ceases to act as
a Director .
Section 5 - Resignation
Any member may resign by filing a written resignation with the Secretary .
Section 6 - Transfer of Membership
Membership in this corporation is not transferable or assignable .
ARTICLE IV
MEETING OF MEMBERS
Section 1 - Annual Meeting
The annual meeting of the members shall be held on the 31st day of the month of May of
each year , beginning with the year 2001 , at the hour of 5 : 00 p . m . for the purpose of
electing
Directors and for the transaction of such other business as may come before the meeting . If the
day fixed for the annual meeting shall be a legal holiday in the State of Florida , such meeting shall
be held on the next succeeding business day . The business transacted at the annual meeting shall
21
include the election of Directors of the corporation . If the election of Directors shall not be heli
on the day designated herein for any amnual meeting of the members , or at any sd; onrrment
thereof, the Board of Directors shall cause the election to be held at a special meeting of
the
members as soon thereafter as may be convenient .
Section 2 - Special Meetings
Special meetings of the members , for any purpose or purposes , shall be held when called
by the Chairman or by the Board of Directors , or when requested in writing by the holders of not
less than twenty (20 % ) percent of the members having voting rights .
Section 3 - Place of Meeting
The Board of Directors may designate any place , unless otherwise prescribed by statute ,
as the place of meeting for any annual meeting or for any special meeting . If no designation is
made , the place of meeting shall be the principal office of . the corporation in the State of Florida ;
but if all of the members meet at any time and place , either within or without the State of Florida ,
and consent to the holding of a meeting , such meeting will be valid without call or notice , and at
such meeting any corporate action may be taken .
Section 4 - Notice of Meeting
Written or printed notice stating the place , day and hour of the meeting and , in case of a
special meeting , the purpose or purposes for which the meeting is called , shall be delivered not
less than ten ( 10) nor more than sixty ( 60) days before the date of the meeting , either personally _
or by mail , by or at the direction of the Chairman , or the Secretary , or the officer or
persons
calling the meeting , to each member entitled to vote at such meetina. . If mailed , such notice shall
be deemed to be delivered when deposited in the United States mail , addressed to the member at
his address as it appears on the records of the corporation , with postage prepaid thereon .
- 4 -
Jl
Section 5 - Informal Action by Members
Any action required by law to be taken at a meeting of the members , or any action which
may be taken at a meeting of the members , may be taken without a meetina if a consent in writing ,
setting forth the action so taken , will be signed by all of the members entitled to vote with respect
to the subject matter thereof.
Section 6 - Quorum
The members holding a majority of the votes which may be cast at any meeting shall
constitute a quorum at a meeting of members . If a quorum is not present at any meeting of
members , a majority of the members present may adjourn the meeting from time to time without
further notice .
Section 7 - Proxies
At any meeting of members , a member entitled to vote may vote by proxy executed Uri
writing by the member or by his duly authorized attorney - Un- fact . No proxy will be valid after
eleven months from the date of its execution , unless otherwise provided in the proxy .
Section 8 - Manner of Acting
A majority of the votes entitled to be cast on a matter to be voted upon by the members
present or represented by proxy at a meeting at which a quorum is present will be necessary for
the adoption thereof unless a greater proportion is required by law or by these Bylaws .
ARTICLE V _
BOARD OF DIRECTORS
Section 1 - General Powers
The affairs of the corporation shall be managed by its Board of Directors . Directors need
not be residents of the State of Florida .
- 5 -
J
Section 2 - Number , Tenure , and Qualifications
The affairs of this corporation shall be managed by a Board of not less than four ( T ) ror
more than eight ( 8 ) Directors . Each Director will hold office until the next annual meeting of
members and until his successor will have been elected and qualified . Members of the Board of
Directors may succeed themselves . Terms of the individual Directors shall be staggered so that
half or nearly half of the Directors are serving two (2 ) year terms with the rest serving three ( 3 )
year terms .
Section 3 - Initial Directors
The initial Board of Directors shall consist of the following individuals and shall serve for
the term indicated by their respective names :
Daryle Lovett
William Holt
Kevin Browning
Jennifer Cummings
Eula Clark
Hallicurtis W . Burson
All shall serve until replaced as provided in these ByLaws .
Section 4 - Regular Meetings
A regular annual meeting of the Board of Directors shall be held without other notice than
these Bylaws , immediately after , and at the same place as , the annual meeting of members . The
Board of Directors may provide by resolution the time and place , either within or without the State-
- of Florida , for the holding of additional regular meetings of the Board without other notice than
such resolution , provided that such meetings shall be held at least quarterly .
Section 5 - Special Meetings
Special meetings of the Board of Directors may be called by or at the request of the
Chairman or any two (2) Directors . The person or persons authorized to call special meetings of
- 6 -
Y
the Board mage fix any place as the place for holding any special meeting of the Board called by
them .
Section 6 - Notice of Meetings
Written notice of meetings , other than the regular annual meeting , shall be given to each
Director by either personal delivery , U . S . mail , telegram or cablegram at least five ( 5 ) days
before the meeting . If mailed , such notice shall be deemed to be delivered when deposited in the
United States mail addressed to the Director at his address as it appears on the books and records
of the corporation , postage thereon prepaid .
Notice of a meeting of the Board of Directors need not be given to any Director who signs
a waiver of notice either before or after the meeting . Attendance of a Director at a meeting shall
constitute a waiver of notice of such meeting and waiver of any and all objections to the place of
the meeting , the time of the meeting , or the manner in which it has been called or convened,
except when a Director states , at the beginning of the meeting , any objection to the transaction of
business because the meeting is not lawfully called or convened .
Neither the business to be transacted at , nor the purpose of, any regular or special meeting
of the Board of Directors needs to be specified in the notice or waiver of notice of such meeting ,
unless specifically required by law or by these Bylaws .
Section 7 - Quorum
At any meeting of the Board of Directors , a majority of the Board shall constitute a quorum .
for the transaction of business . If at any meeting of the Board of Directors there is less than a
quorum present , the majority of those present shall adjourn the meeting from time to time without
further notice .
Section 8 - Manner of Acting
The act of a majority of the Directors present at a meeting at which a quorum is present
will be the act of the Board of Directors , unless the act of a greater number is required by law or
-7 -
1
013
by these Bylaws . 'Meetings of the Board of Directors shall be open to the public , provided that
upon a two - thirds (21 / 3 ) vote of the Directors in attendance , the Directors may meet in a closed
session .
Section 9 - Vacancies
Any vacancy occurring in the Board of Directors , including any vacancy created by an
increase in the number of Directors , may be filled by the affirmative vote of a majority of the
remaining Directors though less than a quorum of the Board of Directors . A Director elected to
fill a vacancy shall hold office for the unexpired term of his predecessor in office .
Section 10 - Compensation
Directors as such will not receive any stated salaries for their services , but by resolution
of the Board of Directors , a fixed sum and expenses of attendance , if any , may be allowed for
attendance at each regular or special meetings of the Board ; but nothing herein contained will be
construed to preclude any Director from serving the corporation in any other capacity and
receiving compensation therefor .
Section 11 - Informal Action by Directors
Any action required to be taken at a meeting of Directors of the corporation , or any action
which may be taken at a meeting of the Directors , may be taken without a meeting if a consent in
writing , setting forth the actions so to be taken , is signed by all of the Directors .
Section 12 - Termination of Director _
The Board of Directors , by a simple majority vote , may suspend or expel a Director for
cause after an appropriate hearing at any properly called meeting , provided that such Director is
informed of the basis of the complaint against him or her in writing at least seven ( 7) days prior
to the meeting , and is given an opportunity at the meeting to respond to the allegations prior to the
vote of the Board of Directors .
- 8 -
ARTICLE VI
OFFICERS
Section 1 - Number
The officers of this corporation shall consist of a Chairman , a Vice Chairman , a Secretary ,
and a Treasurer . The Board of Directors may , in its discretion , elect an Assistant Secretary or
Assistant Treasurer , or so many of said officers as it may deem necessary and desirable , such
officers to have the authority , and to perform the duties prescribed , from time to time , by the
Board of Directors . Any two or more offices may be held by the same person , except the offices
of Chairman and Secretary .
Section 2 - Election
All officers of the corporation shall be elected annually by the Board of Directors at its
meeting held immediately after the meeting of the members . If the election of officers will not be
held at such meeting , such election will be held as soon thereafter as is convenient . Each officer
shall hold office for the term for which he is elected and until his successor shall have been elected
and qualified or until his earlier resignation , removal from office or death . Officers shall
be
elected for terms of one ( 1 ) year , except that the Chairman shall be elected for a term of two (2 )
years .
Section 3 - Removal of Officers
Any officer or agent , elected or appointed by the Board of Directors may be removed by _
the Board whenever in its judgment the best interests of the corporation will be served thereby .
Section 4 - Vacancies
Any vacancy occurring in any office because of death , resignation , removal ,
disqualification or otherwise , may be filled by the Board of Directors for the unexpired portion
of the term .
03S
Section 5 - Duties of Officers
The duties and powers of the officers of the corporation shall be as follows :
CHAIRMAN
The Chairman will be the principal executive officer of the corporation and will in general
supervise and control all of the business and affairs of the corporation . He shall preside at all
meetings of the members and of the Board of Directors .
He may sign , with the Secretary or any other proper officer of the corporation authorized
by the Board of Directors , any deeds , mortgages , bonds , contracts , or otherinstruments which
the Board of Directors has authorized to be executed , except in cases where the signing and
execution thereof is expressly delegated by the Board of Directors or by these Bylaws or by statute
to some other officer or agent of the corporation ; and in general he will perform all the duties
incident to the position and office , and such other duties as may be prescribed by the Board of
Directors from time to time or which are required by law .
VICE CHAIRMAN
During the absence and inability of the Chairman to render and perform his duties or
exercise his powers , as set forth in these Bylaws or in the laws under which this corporation is
organized , the same shall be performed and exercised by the Vice Chairman ; and when so acting ,
he shall have all the powers and be subject to all responsibilities hereby given to or imposed upon
such Chairman . He will also assist the Chairman generally and exercise such other powers and _
perform such other duties as shall be prescribed by the Chairman or by the Board of Directors .
SECRETARY
The Secretary shall keep the minutes of the meetings of the Board of Directors and of the
members in appropriate books . He shall see that all notices are duly given in accordance with the
provisions of these Bylaws or as required by law . He shall be custodian of the records and of the
seal , and affix the seal to all documents , the execution of which on behalf of the corporation under
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� � 6
its seal is duly authorized in accordance with the provisions of these Bylaws ; keep a register of
the post office address of each member which shall be furnished to the Secretary by such member ;
and generally perform all the duties incident to the office of Secretary and such other duties as
from time to time may be prescribed by the Chairman or by the Board of Directors .
TREASURER
If required by the Board of Directors , the Treasurer will give a bond for the faithful
discharge of his duties in such sum and with such surety or sureties as the Board of Directors
determines . The Treasurer shall have the care and custody of and be responsible for all the funds
and securities of the corporation , and deposit all such funds in the name of the corporation in such
bank or banks , trust company or trust companies or safe deposit vaults as are selected
in
accordance with the provisions of Article X of these Bylaws ; and generally perform all the duties
incident to the office of Treasurer and such other duties as from time to time may be prescribed
by the Chairman or by the Board of Directors . The Treasurer shall assist in an annual budget and
statement of income and expenditure to be presented at each regular meeting of the Board of
Directors .
ARTICLE VII - EXECUTIVE DIRECTOR
An Executive Director shall be hired by the Board of Directors to be responsible to the
Board for carrying out all of the activities of the corporation on a day -today basis and to have
charge of the employed staff. The Executive Director shall be accountable to the Chairman of the
_ Board of Directors and to the Board of Directors generally . The Executive Director shall not be
a member of the Board of Directors , but shall attend all of the regular and special meetings of the
Board of Directors . The Executive Director may have perpetual employment , at the will of the
Board of Directors . The policies , goals and objectives set forth by the Executive Director are
subject to the approval of the Board of Directors .
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37
ARTICLE VIII - COMMITTEES
Section 1 - Committees of Directors
The Board of Directors , by resolution adopted by a majority of the full Board of Directors ,
may designate and appoint one or more other committees each of which shall consist of one ( 1 )
or more Directors , which committees , to the extent provided in such resolution , shall have and
may exercise all the authority of the Board of Directors in the management of the corporation ,
except that no committee shall have the authority of the Board of Directors in reference
to
amending , altering , or repealing the Bylaws ; electing , appointing or removing any member of any
such committee or any Directors or officer of the corporation ; amending the Articles of
.r-
Incorporation ; restating the Articles of Incorporation ; adopting a plan of merger or adopting a plan
of consolidation with another corporation ; authorizing the sale , lease , exchange or mortgage of
all or substantially all of the property and assets of the corporation ; authorizing the voluntary
dissolution of the corporation or revoking proceedings therefor ; adopting a plan for the distribution
of the assets of the corporation ; or amending , altering or repealing any resolution of the Board of
Directors which by its terms provides that it shall not be amended , altered or repealed by the
committee . The designation and appointment of any such committee and the delegation thereto
of authority shall not operate to relieve the Board of Directors , or any individual Directors , of any
responsibility imposed upon it or him by law .
Section 2 - Executive Committee
An Executive Committee shall exist which shall consist of the Executive Director and all
officers of the corporation from time to time serving .
Section 3 - Other Committees
Other committees not having and exercising the authority of the Board of Directors in the
management of the corporation may be appointed in such manner as may be designated by a
resolution adopted by a majority of the Directors present at a meeting at which a quorum is
- 12 -
39
present . Except as otherwise provided in such resolution , members of each such committee shall
be members of the corporation , and the Chairman of the corporation shall appoint the members
thereof. Any members thereof may be removed by the person or persons authorized to appoint
such member whenever in their judgment the best interests of the corporation shall be served by
such removal .
Section 4 - Term of Office
Each member of a committee shall continue as such until the next annual meeting of the
members of the corporation and until his successor is appointed , unless the committee shall be
sooner terminated , or unless such member shall cease to qualify as a member thereof.
Section 5 - Chairman
One member of each committee shall be appointed chairman by the person or persons
authorized to appoint the members thereof.
Section 6 - Vacancies
Vacancies in the membership of any committee may be filed by appointments made in the
same manner as provided in the case of the original appointments .
Section 7 - Quorum
Unless otherwise provided in the resolution of the Board of Directors designating a
committee , a majority of the whole committee shall constitute a quorum and the act of a majority
of the members present at a meeting at which a quorum is present shall be the act
of the
_ committee .
Section 8 - Rules
Each committee may adopt rules for its own government not inconsistent with these Bylaws
or with rules adopted by the Board of Directors .
- 13 -
.-ARTICLE IX - :ADVISORY COliNCIL
An Advisory Council shall be established having membership of not less than five r
more than twelve ( 12) members . The Advisory Council shall include the current Chairman , the
immediate past - Chairman ( if applicable and available) , and such other requested people of the
public community who have stated an interest in the purpose of the organization and have
expressed a willingness to work with and support the organization . Ideally , these advisors will be
from diverse backgrounds appropriate to the activities of the organization . Individually and
collectively they will be available to the Chairman and Executive Director for advice and guidance
on activities the corporation may be considering or have in operation . They may serve as long as
i
they choose , not to exceed five ( 5 ) consecutive years . It shall be the responsibility of the current
Chairman of the corporation to determine the adequateness of the Advisory Council and to recruit
new advisors when appropriate .
ARTICLE X
CONTRACTS , CHECKS DEPOSITS AND FUNDS
Section 1 - Contracts
The Board of Directors may authorize any officer or officers , agent or agents of the
corporation , in addition to the officers so authorized by these Bylaws , to enter into any contract
or execute and deliver any instrument in the name of and on behalf of the corporation , and such
authority may be general or confined to specific instances .
Section 2 - Checks , Drafts , Etc .
All checks , drafts , or orders for the payment of money , notes or other evidences of
indebtedness issued in the name of the corporation shall be signed by such officer or officers ,
agent or agents , of the corporation and in such manner as shall from time to time be determined
by resolution of the Board of Directors . In the absence of such determination by the Board of
- 14 .
Directors , such instruments shall be signed by the Treasurer or an Assistant Treasurer and
countersigned by the Chairman or a Vice Chairman of the corporation .
Section 3 - Deposits
All funds of the corporation shall be deposited from time to time to the credit of the
corporation in such banks , trust companies or other depositaries as the Board of Directors may
select .
Section 4 - Gifts
The Board of Directors may accept on behalf of the corporation any contribution , gift ;
bequest or devise for the general purpose or for any special purpose of the corporation .
ARTICLE XI
BOOKS AND RECORDS
The corporation shall keep correct and complete books and records of account and shall
keep minutes of the proceedings of its members , Board of Directors and committees having any
of the authority of the Board of Directors , and shall keep at its registered or principal office a
record giving the names and addresses of the members entitled to vote . All books and records of
the corporation may be inspected by any member , or his agent or attorney , for any proper purpose
at any reasonable time .
ARTICLE XII
NONPROFIT OPERATION
The corporation will not have or issue shares of stock . No dividends will be paid . No part
of the income or assets of the corporation will be distributed to its Directors , Members ,
or
, Officers without full consideration . No member of the corporation has any vested right , interest
or privilege in or to the assets , property , functions or activities of the corporation
. The
corporation may contract in due course with its lviembers , Directors , and Officers without
violating this provision .
- 15 -
ARTICLE XIII
FISCAL YEAR
The fiscal year of the corporation shall begin on the first day of January and end on the last
day of December in each year .
ARTICLE XIV
SEAL
The Board of Directors shall provide a corporate seal , which shall be in the form of a circle
and shall have inscribed thereon the name of the corporation and the words " Corporate Seal State
of Florida . "
ARTICLE XV
WAIVER OF NOTICE
Whenever any notice is required to be given under _the provisions of the Florida Nonprofit
Corporation Act or under the provisions of the Articles of Incorporation or the Bylaws of the
corporation , a waiver thereof in writing signed by the person or persons entitled to such notice ,
whether before or after the time stated therein , shall be deemed equivalent to the giving of such
notice .
ARTICLE XVI
DISTRIBUTION OF ASSETS
Upon dissolution , liquidation and winding up of the corporation , the Board of Directors _
_ shall , after paying or making provision for the payment of all of the liabilities of the corporation ,
dispose of all assets of the corporation to organizations organized and operated exclusively for
charitable , educational , or scientific purposes as shall at the time qualify as exempt organizations
under Section 5O1 (c ) (3 ) of the Internal Revenue Code of 1986 , as amended , as the Board
of
Directors may determine . Anv assets not so disposed of shall be disposed of by the Circuit Court
- 16 -
� Z
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.
1 'Sc�lh� Lr 1 ► r,
ARTICLES OF RESTATEMENT ;
OF 2 JUL Ply 3: 58
PROJECT H . O . P.E. INC.
WHEREAS , Articles of Incorporation were filed on February 5 , 2001 , under the name
PROJECT H. O .P .E. INC . (Document Number NO 1000000842) ; and
WHEREAS , in order to qualify such corporation as a tax exempt entity under the Internal
Revenue Code and related regulations, it is necessary to restate the Articles of Incorporation to
include language meeting the Organizational Test of section 501 (c)(3 ) ofthe Internal Revenue Code ;
and
WHEREAS , the Directors of PROJECT H. O.P.E. INC. have unanimously consented to the
changes as set forth herein, and have authorized the undersigned Director to file these Articles of
Restatement with the State of Florida; and
WHEREAS , these Articles of Restatement contain no amendments for which member
approval is required .
NOW , THEREFORE , the undersigned President and Director of PROJECT H.O.P.E. INC.
hereby duly executes and files these Articles of Restatement in accordance with Chapter 617 of the
Florida Statutes, the Florida Not-for-Profit Corporation Act, hereby certifies :
ARTICLE I
NAME
The name of the Corporation is PROJECT H. O .P.E . INC.
ARTICLE II
PRINCIPAL OFFICE
The place of business of this Corporation shall be :
4545 38th Avenue
Vero Beach, Florida 32967
1
%� 3
ARTICLE III
EXEMPT STATUS
This Corporation has not been formed for pecuniary profit or financial gain, and no part of
the assets , income or profit of the Corporation is distributable to , or inures to the benefit of, its
directors or officers except to the extent permitted under the Not-for-Profit Corporation Law . This
Corporation shall not carry on any activities not permitted to be carried on by a corporation exempt
from federal income tax under 501 (c)(3 ) of the Internal Revenue Code of 1986 , as amended .
ARTICLE IV
MEMBERSHIP
Membership in this Corporation shall be in accordance with and governed by the bylaws of
the Corporation.
ARTICLE V
PURPOSES
The purpose of this Corporation is to provide a mentoring and educational counseling project
to meet the needs of students and other interested members of the community, and their families for
better health , education, home life , economic opportunities , and better human relations .
To these ends to take and hold by bequest, devise, gift, grant, purchase, lease or otherwise
any property, real , personal , tangible or intangible , or any undivided interest therein, without
limitation as to amount of value ; to sell , convey, or otherwise dispose of any such property and to
invest, reinvest, or deal with the principal or the income thereof in such manner as, in the judgment
of the directors , will best promote the purpose of the Corporation without limitation , except such
limitations , if any, as may be contained in the instrument under which such property is received , this
Certificate of Incorporation , the Bylaws of the Corporation, or any laws applicable thereto . To do
any other act or thing incidental to or connected with the foregoing purpose or in advancement
thereof, but not for the pecuniary profit or financial gain of its directors or officers except as
permitted under the Florida Not- for-Profit Corporation Act . Infurtherance of its corporate purposes ,
the Corporation shall have . all general powers enumerated in the Florida Not-for-Profit Corporation
Act.
2
i ARTICLE VI
BOARD OF DIRECTORS
The Board of Directors of this Corporation shall be elected and appointed as stated in the
Bylaws .
ARTICLE VII
DISTRIBUTION UPON DISSOLUTION
In the event of dissolution, all of the remaining assets and property of the Corporation shall ,
after necessary expenses thereof, be distributed to such organizations as shall qualify under Section
501 (c)(3 ) of the Internal Revenue Code of 1986, as amended, as determined by a majority of the
Board of Directors .
ARTICLE VIII
INCOME AND DISTRIBUTION
No part of the income of the Corporation shall inure to the benefit of any member, trustee ,
director, officer of the Corporation, or any private individual (except that reasonable compensation
may be paid for services rendered to or for the Corporation affecting one or more of its purposes) ,
and no member, trustee , officer of the Corporation or any private individual shall be entitled to share
in the distribution of any of the corporate assets on dissolution of the Corporation .
ARTICLE IX
PROHIBITED ACTIVITIES
No part of the activities of the Corporation shall be carrying on propaganda, or otherwise
attempting to influence legislation, or participating in, or intervening in (including the publication
or distribution of statements) , any political campaign on behalf of any candidate for public office .
ARTICLE X
REGISTERED AGENT
The initial registered offs e of this Corporation shall be located at 4545 38 'x' Avenue , Vero .
Beach, Florida 32967 , and the AhA registered agent of this Corporation at such office shall be
REVEREND HENRY BURSON , JR. This Corporation shall have the right to change such
registered office and such registered agent from time to time, as provided by law .
3
ARTICLE XI
AMENDMENT TO ARTICLES OF INCORPORATION
This Corporation reserves the right to amend , altar, change or repeal any provisions contained
in this Articles of Restatement in the manner now or hereafter prescribed by statute , and all rights
conferred upon the stockholders herein are subject to this reservation .
IN WITNESS WHEREOF , this certificate has been signed by the undersigned Director, this
day of July, 2002 .
i
REVE D B , JR. , Director
STATE OF FLORIDA
COUNTY OF INDIAN RIVER
I HEREBY CERTIFY that on this day before me an officer duly authorized in the State and
County aforesaid to take acknowledgments , personally appeared REVEREND HENRY
BURSON , JR. , well known to me , or who has produced a drivers license for identification, to be the
person described in and who executed the foregoing instrument, and he acknowledged before me that
he executed the same .
WITNESS my hand and official seal in the County and State last aforesaid this day
of July, 2002 . Jr_
Notary Public . State of Florida.
My commission expires :
[(*70AI,
OFMAL SEALDENISE D. BENNEIT.
NOTARY PUBLIC soFLORn%
COMMISSION # 837449
INDIAN RIVER COUNTY
my Comn*91 n Exp. May 17, 2005
4
PROJECT H.O .P .E. INC .
ACCEPTANCE OF SERVICE AS REGISTERED AGENT
The undersigned , REVEREND HENRY BURSON , JR. , having been named as registered
f process for the above-named corporation at the registered office designated
agent to accept service o
in the Articles of Incorporation, as amended by the Articles of Restatement, hereby agrees and
consents to act in that capacity. The undersigned is familiar with and accepts the duties and obliga-
tions of Section 617 . 0501 Florida Statutes .
DATED this �� ay of July, 2002 .
RitVERtNI) HENRYBURSON , M
5
� 1
NORTHSIDE H - 0 - P E . ACADEMY
An Alternative Program for Suspended Students
Gifford Youth Activities Center
4875 43rd Avenue • Vero Beach , FL 32967
® Telephone : ( 772 ) 562 =4325 • Fax : ( 772 ) 562=6965
Hallicurtis W. Burson , Administrative Director • Henry Burson, Jr. , Executive Director
We are an equal opportunity employer. We refuse to discriminate against
anyone due to race , creed, age , religion or ethnic background .
Project H . O . P. E . , Inc .
HELPING OTHER PEOPLE EXCEL
The United Way of Indian River County and
The Children ' s Services Councils of Martin & St . Lucie Counties
present
" The Outcomes Relationship "
and Other Helpful Hints
This haft -day workshop is specificaltiy designed to provide assistance to potent.4
applicants to the Children ' s Services Councils and United Ways . The interactive
workshop will delineate how to create a measurable outcome that reflects the true intent
of your program . In addition ., the workshop will detail how the Outcomes section of a
proposal relates to all the aspects of your grant proposal and how by reviewing those ,
an effective outcome and activities can be constructed, The workshop will allow for
group discussion on individual program ' s outcomes . Finally , this workshop will also
explore the concepts of Best Practices ; true Collaboration , and more . . .
WHEN : TUESDAY , JANUARY 28th
TIME : 9 : 00 AM TO NOON OR 1 : 30 PM TO 4 : 30 PM
NOTE : Same presentation at both sessions
WHERE : INDIAN RIVER COUNTY MAIN LIBRARY - LG . MEETING ROOM
If you would like to attend one of these sessions , please contact
United Way at 567 - 8900 or email info@unitedwayirc . org
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Proposal Objective
Worksheet
Formula Example Fill-in
1 ) Direction of change ::::s;;rease
2) Area of change Delinquent activities of assault
and battery
3 ) Target population Program enrolled boys & girls
4) Degree of change 15 %
5) Time frame June 2000
6) As measured by Number of delinquent referrals
received through school
7) Baseline 1999 -2000 Juvenile Justice
referrals
Fill-in for sentence format: 1 + 2 + "among" 3 + "by" + 4 + "by" + 5 + "as measured by " + 6 . 7
Formula Fill-in Fill-in
1 ) Direction of change
2) Area of change
3 ) Target population
4) Degree of change
5 ) Time frame
6) As measured by
7) Baseline
Fill -in for sentence format: 1 + 2 + " among" 3 + "by" + 4 + "by" + 5 + "as measured by" + 6 . 7
3
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and other helpful hints
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May 06 , EW3
HEOMPEEN
Academy
Proposal
To
2003
CHILDREN ' S SERVICES
Advisory
COMMITTEE
Edit this Header. Type the organization and program name and the funder for whom it is being completed . The page # is already set at the
bottom right of every page .
ORGANIZATION : _ Project H. O.P.E . , Inc.
PROGRAM : HOPE ACADEMY
TABLE OF CONTENTS
Please "X" the parts of the grant application to indicate they are included. Also, please put the page number where the
information can be located.
X Section of the Proposal Pa e #
TABLE OF CONTENTS (Check list)
COVER PAGE (with signatures) , 3
A. ORGANIZATION CAPABILITY (one page maximum)
1 . Mission and Vision of organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . 4
2 . Summary of expertise, accomplishments , and population served , . 4
B . PROGRAM NEED STATEMENT (one page maximum)
1 . Program Need Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . .
6
2 . Programs that address need and gaps in service . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . 6
Co PROGRAM DESCRIPTION (two pages maximum)
1 . Funding priority . . " I @vote * 1111111111 # v 0 11 " 1 1 % , " 1 1 01 . 1 1 9 1 0 a 0 a
6 6 9 a 8
2 . Description of program activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . 8
3 . Evidence that program strategy will work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . .
8
4 . Staffing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
5 . Awareness of program . , , . , , . , 0001 , 111 , 90 1 , , * 0 9
6 . Accessibility of program . . . . " I ' ll , 1111111169 . 9000 80 * 000 . 1 1 I ' ll , I ' ll , 11 . 9 0
a 0 9
D . MEASURABLE OUTCOMES (two pages maximum) " , . , 001 . 0111 , Igo 60999668 11 - 14
E. COLLABORATION (one page maximum) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . 17
F. PROGRAM EVALUATION (two pages maximum)
1 . Demographics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . 18
2 . Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
3 . Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
G. TIMETABLE (one page maximum) 20
H. UNDUPLICATED CLIENT COUNT
1 . Projections by Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . 14
2 . Projections by Age Group . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . 14
1
Edit this Header. Type the organization and program name and the funder for whom it is being completed . The page # is already set at
the
bottom right of every page.
I. BUDGET FORMS
1 . Budget Narrative Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . 15 - 18
2 . Total Agency Budget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . 19
3 . Total Program Budget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . .
20
4 . Funder Specific Budget. . . . 21
5 . Explanation for Variances — Total Program Budget . . 22
6 . Explanation for Variances — Funder Specific Budget . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . 23
J. FUNDER SPECIFIC/ADDITIONAL SHEETS
K. APPENDIX
2