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Corporate Giving Application
Date of Application: February 23, 2001 Federal Tax Identification Number: 94-3142392
Name of Organization: Linn County Affordable Housing
Address: 745 Main Street
City: Lebanon   State: OR   Zip: 97355
Telephone: (541) 259-2166   Fax: (541) 258-3791
Organization Web Address: N/A
Executive Director Name: Ms. Diana Cvitanovich
Executive Director Title: Executive Director
Executive Director Telephone: (541) 259-2166
Executive Director Fax: (541) 258-3791
Executive Director E-Mail Address: lcah@proaxis.com
Primary Contact: Ms. Diana Cvitanovich								Title: Executive Director
Telephone: (541) 259-2166								Fax: (541) 258-3791
E-Mail Address: lcah@proaxis.com
Request Type: Program/Project Amount Requested: $35,000
Which U.S. Bancorp funding priority area does your request address (check one)? Economic Opportunity
Has the organization received a grant from U.S. Bank or U.S. Bancorp Piper Jaffray in the last three years? Yes
If yes, please list dates and amounts. Date: 10/99    Amount: $15,000 Date: 07/98    Amount: $45,000
Please list any U.S. Bancorp employees involved in your organization and their roles.
Does the organization have a business relationship with U.S. Bancorp? If yes, please describe. Our operating account for one of our properties, Carolina Court, is kept at U.S. Bank- Lebanon Branch.
Is the organization currently seeking board members or volunteers? Please describe. Yes, two members of our board have recently retired and our nominating committee is searching for new members.
Does the organization receive support from United Way? If yes, please explain (percent of budget, etc.). NO
A. Organization Information
1. Mission statement: Linn County Affordable Housing is a private, non-profit community development corporation that develops and manages enriched housing for those who, because of limited income, are unable to qualify for conventional home-ownership, financing or market-rate rent in Linn County, Oregon. In its development activities; the corporation encourages community involvement and fosters an entrepreneurial spirit.
2. Brief history of the organization: Linn County Affordable Housing (LCAH) was incorporated in 1991 with technical assistance from the local tri-county CAP (Community Services Consortium). The CDC worked for several years as a volunteer focus group/Board of Directors to identify housing problems within the service area, which consists of all Linn County outside of Albany. In December 1994, with a small seed grant ($6000) from the Oregon Housing and Community Services Department (OHCSD), LCAH hired its first staff, a part-time resource developer, to increase the internal capacity of the organization. The LCAH office was opened with additional start-up assistance from the City of Lebanon and a first project was identified. LCAH completed its first housing project, Carolina Court, in July 1996 and increased its capacity ten-fold which led to the hiring of an executive director, a part-time administrative assistant, and predevelopment of a new 28 unit multi-family housing project in Harrisburg, Sommerville Place, which was completed May 15, 1998. Sommerville Place, with an on-site community center, includes a wide array of resident services to support family health and self-sufficiency. In July 1999, LCAH completed Ames Creek Court, 30 units of fully adaptable independent living for seniors wanting to age in place. LCAH acquired and rehabilitated Cascadia Village, a 32-unit multi-family preservation property in Sweet Home in 1999. Spring 200 continued to demonstrate the depth of our growth with the addition of two full time employees, a Resident Services Coordinator and an Asset/ Project Manager. For LCAH, our greatest asset is the resident who finds the resources and support system needed to achieve self-sufficiency and contribute to the resilience of the community for future generations.
3. Geographic area served: LCAH is the only CDC serving all of Linn County Outside of Albany. The service area is comprised of 15 small towns with a total population of approximately 62,000 people
4. Is there a U.S. Bank or U.S. Bancorp Piper Jaffray branch in your home community (please check one)? YES
Income			Organization			Program/Project
Less than 50% of area median income*			75%			90%
Between 50% - 80% of area median income*			25%			10%
Between 80% - 100% of area median income*			0%			0%
More than 100% of area median income*			0%			0%
Total			100%			100%
Ethnicity		Organization			Program/Project
American-Indian or Alaskan Native		%			%
Asian or Pacific Islander		%			%
Hispanic		%			%
White, not of Hispanic origin		%			%
Black, not of Hispanic origin		%			%
Other (specify):		%			%
Total		100%			100%
Gender	Organization			Program/Project
Serve female population	%			%
Serve male population	%			%
Total	100%			100%
6. Does the organization have a current long-range strategic plan? Yes
7. Programs: Please include as an attachment a description of up to three major core programs. See attached 8. Briefly explain the methodology and benchmarks used to assess outcomes.
9. Did the outcomes achieved by the organization over the past year meet planned goals? Please explain. In reviewing the goals of the Business Strategy Plan for 1999-2000, we have indeed, met our planned goals. For the projects and programs section, we have continued community building activities, continued partnering, we are on year two of our housing rehab pilot program, and our homebuying club is up and running. Our portfolio goals were 100, and we reached this after we acquired and rehabilitated Cascadia Village, production goals were 20 and we are exceeding that with our new project having 23 different end products and our total staffing is 4 which was our goal.
10. What major changes in the organization, if any, have occurred over the past year? Last year was a year for staff development and growth as we hired two additional full time staff. The Asset/ Project Manager started in April of this past year and the Resident Services Coordinator started in May. Our involvement in the Community Development Block Grant project was apporved and is the beginning stages. Lastly, our most recent development project, Brookside, which is our first single family home project, was approved by both the Sweet Home Planning Commission and the Sweet Home City Council.
B. Financial Information
1. The current year budgeted expenses of $245,110  are 144% more than the previous year's actual expenses.
2. During the current fiscal year $  or % of the total expense budget is for administrative/overhead and fundraising expenses.
3. Has the organization experienced an operating deficit (i.e., expenses exceeded revenues) in the last two years? No If yes, what was the amount of the deficit(s)? Year Deficit $ Year Deficit $ Please explain the deficit(s) above and plans for how it will be reduced or eliminated.
II. Applicants for Program, Project or Capital Grants Only: Specific Funding Request Information
1. Briefly describe the program, project or capital campaign for which the organization seeks support. We are seeking funds to coordinate and increase appropriate linkage between local and regional service agencies and LCAH residents with disabilities to better support successful independent living for the population. The following are a list of top priorities: a. Educate and train on-site management to better support successful independent living for the disabled population. b. Coordinate life-skill building activities between on-site population and existing resources. c. Provide on-site enhancements in the common room of the manager’s unit to encourage computer literacy and baskic life-skill building. i.e. built-in cabinets to support a computer center and educationsal resources that can be utilitzed by the on-site manger with the resident population as well as the special education departments of the local high school and community college extension. d. Provide additional enhancements to the common room of the on-site manager for meetings and deomonstrations such as furniture, kitchen supplies, and a VCR. e. Coordinate field experience opporutnities for the Special Needs Housing Task Force, the on-site manager and the Resident Services Coordinator to visit projects that demonstrate “best practices” for MRDD independent living environments.
2. If your organization operates from multiple locations, please provide the address for the location where the requested funds will be used. The Brookside address is:
3. How does this effort address a community need? Please define the community and client segment that will benefit. There are few opportunities for individuals with disabilities and special needs. Brookside will not only offer individuals with disabilities a place where they can live on their own but with the addition of a trained on-site manager, a level of maximum comfort will be achieved. The living situation will also nurture the development of life-skills so that individuals who are capable will have opportunities to get job skills, social skills, day to day living skills and a support system that will help that inividual reach personal goals that they may have not had to the opportunity to work for before. The community that will benefit is the disabled and their families. A lot of individuals with disabilites are living with their families and often times people are getting older and they
4. What are the specific, measurable objectives of the program/project? Objectives: Lining up appropriate trainings for on-site manager working with the Council of Government Disability Services. Enhancing manager’s common room with appropriate measures for computer center; eduational resources and furniture and support supplies for classes, meetings, support group. Coordination of “best practices” field trip to see MRDD independent living environments with some members of the Special Needs Housing Task Force, family members of residents, the Resident Services Coordinator and the on-site manager. Organize life-skill builiding activity between on-site population and the Sweet Home Senior Center. O-site manager holds computer center orientation and works with individuals to assess capabilities and to learn about specific goals.
5. What is the budget for the program/project? $ 35,000- NEED BREAKDOWN From Diana
6. Please explain the methodology and benchmarks that will be used to assess the program/project outcomes?
7. If the program existed last year, what outcomes were achieved? N/A
8. What are the timelines for the project and for fundraising? Timeline for the project: Begin Building Brookside: Finish building Brookside: While building, looking for on-site manager and potential residents. Have on-site manager move in: All residents moved in by: Trainings for manager begin: Resident needs assessment and resident services begin:
III. Recipients of Program, Project or Capital Grants of $5,000 or More in the Past Two Years: Grant Results
1. Please provide a short summary of the program/project supported by the most recent such grant. In October of 1999, US Bank generously awarded LCAH $15,000. The money was used towards implementing resident services at Cascadia Village, a multi-family, low to very low-income housing development in Sweet Home, OR. Due to US Bank’s support, we were able to hire a full time Resident Services Coordinator who started in May of 2000. The Resident Services Coordinator works with the residents who are part of the Resident Advisory Group in the on-site community center. The group addresses community building, healthy family life, homebuyer education, child/ youth care, linking individuals to preexisiting programs and services, among other things. The end goal of the Residen Service Program is to support self-sufficiency.
2. What outcomes were achieved? How do outcomes compare to original objectives? To date, some of the programs, services, community building activities and social service linkages that have been made include the following: RSC conducted individual needs surveys New residents receive a “welcome” basket and brochure to educate them about resident services and community resources Monthly Resident meetings are held with guest speakers, resident planning, goals assessment and community opportunity updates. Social events such as holiday potlucks, bingo, a Halloween haunted house, resident card games and different family events are held in the community center. A resident printed monthly newsletter includes updates from the on-site mangers, the RSC, the residents and odds and ends. Linkages made using an individual case management style to the following organizations/ opportunities: Housing Authority, Legal Aid, Disability Services, Senior Services, Health Screenings, Meals on Wheels, Adult and Family Services, Community Services Consortium, Boys and Girls Club, Linn Benton Community College, Kidco Head Start, Sweet Home Emergency Ministries, Girl Scouts, Boy Scouts, Search and Rescue, Linn County Department of Health Services, Healthy Start, Low Income Energy Assistance Program , Women Infant and Children program. Homebuyer Education classes are offered on-site. An at-risk teen girl group called Creating Her Own Individual Challenges and Experiences (C.H.O.I.C.E.) meet every other week and was comprised of residents and their friends. A Neighborhood Watch orientation was held during one of the Resident Meetings, put on by the Linn County Sheriff’s Community Services Specialist Individual Development Accounts (IDA’s) will soon be available for interested residents. This is an asset saving program where individuals can save for one of three goals: homebuying, education/ job development or small business. After they take the required classes and meet their savings goal, their money is matched 3 to 1. This program is slated to start this Spring. These outcomes are directly in sync with the original objectives.
3. What significant events, if any, had an impact on the program/project? Resident Services would not exist today if had not been for three factors: building the on-site community center in 1999, hiring a Resident Services Coordinator in 2000 and shortly thereafter starting up a Resident Advisory Group. This combination has mad the program what it is and what it continues to become.
4. Is the program/project still in existence? YES If not, why?
5. Provide here or on a separate sheet the actual income and expenses of the project in the year the grant was used. Explain any significant changes to the original program budget.
REQUIRED ATTACHMENTS
Please enclose one copy of each of the items as required below: Most recent verification of 501(c)(3) status Board of Directors list, including names, phone numbers and affiliations A one-page summary of the organization's three major core programs or activities Annual report (or other material summarizing activities of the organization) Current year itemized operating revenue and expense budget for the organization Budget of program, project, or capital campaign (for restricted grant applications only) Most recent audited financial statements (If last year's audit is not complete or the organization is not required to complete an audit, submit unaudited financial statements that show financial position at the end of the last fiscal year and last year's Form 990) A list of major sources and levels of support over the past two years (please list corporate and foundation donors; names of individual contributors not required) Copies of promotional materials in which U.S. Bank or U.S. Bancorp Piper Jaffray was recognized as a contributor in the past year (if you are a past recipient of funding)
AUTHORIZATION
The undersigned certifies that they are authorized to represent the organization applying for a grant and that the information contained in this application is accurate. The undersigned agrees that if a grant is awarded to the organization: (1) the grant will be used for the purpose outlined in the grant award letter and may not be expended for any other purpose without prior written approval from U.S. Bancorp, and (2) information about the organization and the grant may be used by U.S. Bancorp in any published materials.
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Signature of Executive Director or Board Chair
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Signature							Date