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Last updated: 02/04/2016 Page 1 General information Organization Upward for Children and Families Contact First name Doug Contact Last name Carter Contact e-mail doug.carter@upwardaz.org Contact phone number 602-279-5801 Address Street 6306 North 7th Street City Phoenix State Arizona ZIP Code 85014 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request 100,000 1 of 1 • RECEIVED ;TB 6 2012 ke IR S Department of the Treasury Servi ce P.O. Box 2508, Room 4010 In reply refer to: 4077552422 Cincinnati OH 45201 Feb. 06, 2012 LTR 4168C 0 86-0221195 000000 00 00034908 BODC: TE UPWARD FOR CHILDREN AND FAMILIES 6306 N 7TH ST PHOENIX AZ 85014-1549 "-N17 011490 Employer Identification Number: 86-0221195 Person to Contact: Mr. R. Molloy Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your Dec. 22, 2011, request for information regarding your tax-exempt status. Our records indicate that you were recognized as exempt under section 501(c)(3) of the Internal Revenue Code in a determination letter issued in October 1969. Our records also indicate that you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section 509(a)(2). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Please refer to our website www.irs.gov/eo for information regarding filing requirements. Specifically, section 6033(j) of the Code provides that failure to file an annual information return for three consecutive years results in revocation of tax-exempt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our website beginning in early 2011. 4077552422 Feb. 06, 2012 LTR 4168C 0 86-0221195 000000 00 00034909 UPWARD FOR CHILDREN AND FAMILIES 6306 N 7TH ST PHOENIX AZ 85014-1549 If you have any questions, please call us at the telephone number shown in the heading of this letter. Sincerely yours, TitsyytaA Cindy Thomas Manager, EO Determinations Applicant Information Government Contact: Primary Contact: Amanda Nash Doug Carter Maricopa County Government Relations CEO 301 W Jefferson, 10th Floor Upward for Children and Families Phoenix, AZ 85003 6306 North 7th Street 602-506-4485 Phoenix, AZ 85014 doug.carter@upwardaz.org 602-279-5801 Amount Requested from FMYN: $100,000 Organization Description: Upward's purpose is to help children and adults with special needs achieve their highest potential, while empowering their families to thrive. Established in 1958 as Arizona Preschool and incorporated as a private, nonprofit organization in 1969, Upward is the primary provider of special education for many of the Valley's school districts that are unable to meet the needs of their students with developmental disabilities and/or are medically fragile. Narrative 1. Project Description Project Name: Lifting Children Upward Upward will build and equip 20,000 square feet of new construction to replace aging and ill-suited facilities, remodel existing therapy building, create an outdoor playground and add a new program--increasing its capacity to serve more children and their families and the community. This project will create a new campus for Upward. Upward will construct and equip two new buildings and upgrade its therapy center, increasing its capacity to meet the special education, childcare and therapy needs of special needs children. Key features of the project include: § New Childcare and Administration Building (6,800 square feet) - Two infant and childcare rooms to serve 10 infants and 20 children (18 months-pre-K), kitchen, group therapy room, office, conference space. § New School Classrooms and Adult Day Treatment and Training (13,500 square feet) - Six classrooms to serve 55 students ages 3 to 22, two adult day rooms to serve 16 young adults, two nursing stations, sensory experience therapy room. § Covered outdoor play area including adaptive play equipment to accommodate multiple disabilities. § Renovate and remodel existing therapy building to enlarge and reconfigure rooms to improve access and function, upgrade mechanical systems and equipment. 2. Project Purpose Fort McDowell Priority Funding Area: Education and Health § Special Education-Serving children and young adults from age 3 to 22, Upward is the only private day school in the Valley that provides special needs, sensory-based preschool through grade 12, including therapy. Upward provides an individualized education program for each student enrolled. Upward partners with more than 10 school districts throughout the Valley that turn to Upward to meet the needs of their most severely disabled/medically fragile children. § Pediatric Outpatient Therapies-Upward provides a range of pediatric outpatient therapies in five distinct disciplines to children with developmental disabilities including occupational; physical; speech & language; feeding & swallowing; and music therapies. § Day Treatment & Training for Adults (DTA)-Upward is one of the few DTA programs in the Valley serving severely disabled/medically fragile young adults. Focusing on physical, social, emotional and cognitive needs, Upward provides continuity of care once students leave school, and is there for others who have aged out of other programs for children. Elements of this program may include education, medical assistance and therapy. § Childcare-Upward operates one of the few inclusive childcare facilities, providing services for children with and without disabilities. This project will add infant care to our existing childcare program. 3. Project Need The Upward campus sits on the site of the old Jungle Park Zoo on 7th Street just south of Maryland Avenue. With the exception of the therapy building, the campus is comprised of "temporary" modular units that were added 40 years ago. They are poorly designed for their use, expensive to operate and maintain, and they are at capacity. Once the expansion project is completed, Upward's enrollment can go from 322 to 424. Specifically, by program: § Special Education-Currently, there are no openings with a wait list for both special needs preschool and K-5 classroom and limited openings in the 5-12th grade classroom. The expansion plan will add two additional classrooms, expanding enrollment from 34 to 58. § Pediatric Outpatient Therapy-The clinic is limited to providing individual therapy for up to 260 and has no space for group therapy. With the addition of a larger therapy room, an additional 50 children can be served. § DAT-Every space in this program is filled. By adding another classroom, Upward will double its capacity to serve 16 adults in this program. § Childcare-The center currently has the capacity to serve 20 children ages 18 months-pre-K. It is estimated that only half of the childcare centers in Central Phoenix provide infant care. Upward will expand the center to provide full-time care to 10 infants. 4. Project Partners Upward has received the following gifts of $100,000 or greater: $1,000,000 Upward funds from reserves $500,000 Del E. Webb Foundation $250,000 Kemper and Ethel Marley Foundation with a second gift of $250,000 pending Arizona Sports and Tourism Authority $100,000 Thunderbird Charities, BHHS Legacy Foundation, J.W. Kiekheffer Foundation Total committed to date: $3,022,775 Campaign goal: $4,400,000 Application submitted to Gila River Indian Community for $500,000. 5. Project Timetable Fall 2013 Begin preliminary planning 2014 Launch fundraising campaign, project design, permitting, engineering, infrastructure and surveys July-Dec 2015 Phase one construction of West building and playground Jan-May 2016 Phase two construction of East building and parking lot and renovation of Therapy bldg June 15, 2016 Move-in Signatures Amanda Nash Maricopa County Government Relations Attachments Project Budget IRS Determination Letter Created: 02/09/2016 Last updated: 04/01/2016 Page 1 General information Organization Science Foundation Arizona Contact First name Ken Contact Last name Quartermain Contact e-mail kquartermain@sfaz.org Contact phone number 6029893443 Address Street 400 E. Van Buren ST., STe. 200 City Phoenix State AZ ZIP Code 85004 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request 353,000 1 of 1 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. 0. BOX 2508 CINCINNATI, OH 45201 KM Nov 2006 Employer Identification Number: NOV 6 2006 Date: 20-4365711 DLN: Action SCIENCE FOUNDATION ARIZONA 17053206017016 C/O KENDIS K MUSCHEID Contact Person: FENNEMORE CRAIG ANDREA SPECK ID 4 95044 3003 N CENTRAL AVE STE 2600 Contact Telephone Number: PHOENIX, AZ 85012-2913 (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170(b)(1)(A)(vi) Form 990 Required: Yes Effective Date of Exemption: February 15, 2006 Contribution Deductibility: Yes Advance Ruling Ending Date: December 31, 2010 Dear Applicant: We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. During your advance ruling period, you will be treated as a public charity. Your advance ruling period begins with the effective date of your exemption and ends with advance ruling ending date shown in the heading of the letter. Shortly before the end of your advance ruling period, we will send you Form 8734, Support Schedule for Advance Ruling Period. You will have 90 days after the end of your advance ruling period to return the completed form. We will then notify you, in writing, about your public charity status. Please see enclosed Information for Exempt Organizations Under Section 501(c)(3) for some helpful information about your responsibilities as an exempt organization. If you distribute funds to other organizations, your records must show whether they are exempt under section 501(c)(3). In cases where the recipient organization is not exempt under section 501(0)(3), you must have evidence the funds will be used for section 501(c)(3) purposes. Letter 1045 (DO/CG) -2- SCIENCE FOUNDATION ARIZONA If you distribute funds to individuals, you should keep case histories showing the recipient's name and address; the purpose of the award; the manner of selection; and the relationship of the recipient to any of your officers, directors, trustees, members, or major contributors. We have sent a copy of this letter to your representative as indicated in your power of attorney. Sincerely, Lois G. Lerner Director, Exempt Organizations Rulings and Agreements Enclosures: Information for Organizations Exempt Under Section 501(c)(3) Statute Extension Letter 1045 (DO/CG) -3- SCIENCE FOUNDATION ARIZONA INFORMATION FOR ORGANIZATIONS EXEMPT UNDER SECTION 501(0)(3) WHERE TO GET FORMS AND HELP Forms and instructions may be obtained by calling toll free 1-800-829-3676, through the Internet Web Site at www.irs.gov , and also at local tax assistance centers. Additional information about any topic discussed below may be obtained through our customer service function by calling toll free 1-877-829-5500. NOTIFY US ON THESE MATTERS If you change your name, address, purposes, operations or sources of financial support, please inform our TE/GE EO Determinations Office at the following address: Internal Revenue Service, P.O_ Box 2508, Cincinnati, Ohio 45201. If you amend your organizational document or by-laws, or dissolve, provide the EO Determinations Office with a copy of the amended documents. Please use your employer identification number on all returns you file and in all correspondence with the Internal Revenue Service. FILING REQUIREMENTS In your exemption letter we indicated whether you must file Form 990, Return of Organization Exempt From Income Tax. Form 990 (or Form 990-EZ) is filed with the Ogden Submission Processing Center, Ogden UT 84201-0027. You are required to file a Form 990 only if your gross receipts are normally more than $25,000. If your gross receipts are normally between $25,000 and $100,000, and your total assets are less than $250,000, you may file Form 990-EZ. If your gross receipts are over $100,000, or your total assets are over $250,000, you must file the complete Form 990. The Form 990 instructions show how to compute your "normal" receipts. Form 990 Schedule A is required for both Form 990 and Form 990-EZ. If a return is required, it must be filed by the 15th day of the fifth month after the end of your annual accounting period. There are penalties for failing to timely file a complete return. For additional information on penalties, see Form 990 instructions or call our toll free number. If your receipts are below $25,000, and we send you a Form 990 Package, follow the instructions in the package on how to complete the limited return to advise us that you are not required to file. If your exemption letter states that you are not required to file Form 990, you are exempt from these requirements. Letter 1045 (DO/CG) -4- SCIENCE FOUNDATION ARIZONA UNRELATED BUSINESS INCOME TAX RETURN If you receive more than $1,000 annually in gross receipts from a regular trade or business you may be subject to Unrelated Business Income Tax and required to file Form 990-T, Exempt Organization Business Income Tax Return. There are several exceptions to this tax. 1. Income you receive from the performance of your exempt activity is not unrelated business income. 2. Income from fundraisers conducted by volunteer workers, or where donated merchandise is sold, is not unrelated business income. 3. Income from routine investments such as certificates of deposit, savings accounts, or stock dividends is usually not unrelated business income. There are special rules for income derived from real estate or other investments purchased with borrowed funds. This income is called "debt financed" income. For additional information regarding unrelated business income tax see Publication 598, Tax on Unrelated Business Income of Exemp',: Organizations, or call our toll free number shown above. PUBLIC INSPECTION OF APPLICATION AND INFORMATION RETURN You are required to make your annual information return, Form 990 or Form 990-EZ, available for public inspection for three years after the later of the due date of the return, or the date the return is filed. You are also required to make available for public inspection your exemption application, any supporting documents, and your exemption letter. Copies of these documents are also required to be provided to any individual upon written or in person request without charge other than reasonable fees for copying and postage. You may fulfill this requirement by placing these documents on the Internet. Penalties may be imposed for failure to comply with these requirements. Additional information is available in Publication 557, Tax-Exempt Status for Your Organization, or you may call our toll free number shown above. FUNDRAISING Contributions to you are deductible only to the extent that they are gifts and no consideration is received in return. Depending on the circumstances, ticket purchases and similar payments in conjunction with fundraising events may not qualify as fully deductible contributions. CONTRIBUTIONS OF $250 OR MORE Donors must have written substantiation from the charity for any charitable contribution of $250 or more. Although it is the donor's responsibility to obtain written substantiation from the charity, you can assist donors by providing a written statement listing any cash contribution or describing any Letter 1045 (DO/CG) -5- SCIENCE FOUNDATION ARIZONA donated property. This written statement must be provided at the time of the contribution. There is no prescribed format for the written statement. Letters, postcards and electronic (e-mail) or computer-generated forms are acceptable. The donor is responsible for the valuation of donated property. However, your written statement must provide a sufficient description to support the donor's contribution. For additional information regarding donor substantiation, see Publication 1771, Charitable Contributions - Substantiation and Disclosure Requirements. For information about the valuation of donated property, see Publication 561, Determining the Value of Donated Property. CONTRIBUTIONS OF MORE THAN $75 AND CHARITY PROVIDES GOODS OR SERVICES You must provide a written disclosure statement to donors who receive goods or services from you in exchange for contributions in excess of $75. Contribution deductions are allowable to donors only to the extent their contributions exceed the value of the goods or services received in exchange. Ticket purchases and similar payments in conjunction with fundraising events may not necessarily qualify as fully deductible contributions, depending on the circumstances. If your organization conducts fundraising events such as benefit dinners, shows, membership drives, etc., where something of value is received, you are required to provide a written statement informing donors of the fair market value of the specific items or services you provided in exchange for contributions of more than $75. You should provide the written disclosure statement in advance of any event, determine the fair market value of any benefit received, determine the amount of the contribution that is deductible, and state this information in your fundraising materials such as solicitations, tickets, and receipts. The amount of the contribution that is deductible is limited to the excess of any money (and the value of any property other than money) contributed by the donor less the value of goods or services provided by the charity. Your disclosure statement should be made, no later than, at the time payment is received. Subject to certain exceptions, your disclosure responsibility applies to any fundraising circumstances where each complete payment, including the contribution portion, exceeds $75. For additional information, see Publication 1771 and Publication 526, Charitable Contributions. EXCESS BENEFIT TRANSACTIONS Excess benefit transactions are governed by section 4958 of the Code. Excess benefit transactions involve situations where a section 501(c)(3) organization provides an unreasonable benefit to a person who is in a position to exercise substantial influence over the organization's affairs. If you believe there may be an excess benefit transaction involving your organization, you should report the transaction on Form 990 or 990-EZ. Additional information can be found in the instructions for Form 990 and Form 990-EZ, or you may call our Letter 1045 (DO/CG) -6- SCIENCE FOUNDATION ARIZONA toll free number to obtain additional information on how to correct and report this transaction. EMPLOYMENT TAXES If you have employees, you are subject to income tax withholding and the social security taxes imposed under the Federal Insurance Contribution Act (FICA). You are required to withhold Federal income tax from your employee's wages and you are required to pay FICA on each employee who is paid more than $100 in wages during a calendar year. To know how much income tax to withhold, you should have a Form W-4, Employee's Withholding Allowance Certificate, on file for each employee. Organizations described in section 501(c)(3) of the Code are not required to pay Federal Unemployment Tax (FUTA). Employment taxes are reported on Form 941, Employer's Quarterly Federal Tax Return. The requirements for withholding, depositing, reporting and paying employment taxes are explained in Circular E, Employer's Tax Guide, (Publication 15), and Employer's Supplemental Tax Guide, (Publication 15-A). These publications explain your tax responsibilities as an employer. CHURCHES Churches may employ both ministers and church workers. Employees of churches or church-controlled organizations are subject to income tax withholding, but may be exempt from FICA taxes. Churches are not required to pay FUTA tax. In addition, although ministers are generally common law employees, they are not treated as employees for employment tax purposes. These special employment tax rules for members of the clergy and religious workers are explained in Publication 517, Social Security and Other Information for Members of the Clergy and Religious Workers. Churches should also consult Publications 15 and I5-A. Publication 1028, Tax Guide for Churches and Religious Organizations, also discusses the various benefits and responsibilities of these organizations under Federal tax law. PUBLIC CHARITY STATUS Every organization that qualifies for tax-exemption as an organization described in section 501(c)(3) is a private foundation unless it falls into one of the categories specifically excluded from the definition of that term [referred to in section 509(a)(1), (2), (3), or (4)]. In effect, the definition divides these organizations into two classes, namely private foundations and public charities. Public charities are generally those that either have broad public support or actively function in a supporting relationship to those organizations. Public charities enjoy several advantages over private foundations. There are certain excise taxes that apply to private foundations but not to public charities. A private foundation must also annually file Form 990-PF, Return of Private Foundation, even if it had no revenue or expenses. Letter 1045 (DO/CG) -7- SCIENCE FOUNDATION ARIZONA The Code section under which you are classified as a public charity is shown in the heading of your exemption letter. This determination is based on the information you provided and the request you made on your Form 1023 application. Please refer to Publication 557 for additional information about public charity status. GRANTS TO INDIVIDUALS The following information is provided for organizations that make grants to individuals. If you begin an individual grant program that was not described in your exemption application, please inform us about the program. Funds you distribute to an individual as a grant must be made on a true charitable basis in furtherance of the purposes for which you are organized. Therefore, you should keep adequate records and case histories that demonstrate that grants to individuals serve your charitable purposes. For example, You should be in a position to substantiate the basis for grants awarded to individuals to relieve poverty or under a scholarship or education loan program. Case histories regarding grants to individuals should show names, addresses, purposes of grants, manner of selection, and relationship (if any to members, officers, trustees, or donors of funds to you. For more information on the exclusion of scholarships from income by an individual recipient, see Publication 520, Scholarships and Fellowships. Letter 1045 DO/CG) SCIENCE foundation RRIZONR 111111.11...±.JJ liVilf011111: AZ Computer Science Coding Pipeline Program an After School STEM Program The AZ Computer Science Coding Pipeline Program (AzCSCPP) prepares middle school students in urban predominantly Latino schools to enter Phoenix Union High School District's new Phoenix Coding Academy. This after school STEM program is currently active in five schools. The purpose is to increase the number of low income, minority students pursuing STEM careers through education. Currently minorities are underrepresented in the STEM fields that provides well-paying jobs in Arizona. The need for this program is been identified because Arizona ranks 2nd among the states in the projected growth of computing jobs and cannot meet the current demand. SFAz, the Greater Phoenix Economic Council (GPEC), Google, Code.org and the Phoenix Union High School District are participating in this program. SFAz plans to add additional middle schools to this program in September of 2016. Arizonans want a stronger economy, a better education system, and greater access to higher quality jobs that pay more. Science Foundation Arizona (SFAz) the current program implementer, was formed in 2006 as a public/private partnership 501(C)(3) nonprofit organization to help make that possible by transforming education in Arizona through STEM while mitigating the issues that limit economic growth, diversity and innovation. SFAz is Arizona's STEM education leader. The Arizona STEM Network, led by Science Foundation Arizona, is a collaboration between businesses, educators, government and philanthropy with a common agenda to graduate more Arizona students prepared for the global economy through STEM education. The network has impacted 385,000 K12 students participating with STEM programs, 10,656 K12 Teachers involved in a broad range of STEM programs. SFAz has helped create over 200 after school STEM clubs at schools throughout Arizona. Arizona ranks 2nd among the states in the projected growth of computing jobs but 50th in access to teachers who but according to Change the Equation, we rank 48 th in preparing students for these jobs. (Source: Change the Equation - Vital Signs) Arizona ranks 41st in STEM diversity. Minorities make up 46% of Arizona's college-age population, yet only 23% of computer science degrees and 14% of engineering degrees. In Arizona, average 8th grade math scores for Caucasians is 297, and for Latinos 269. (Change the Equation -Vital Signs) The number and percentage of minorities is increasing in Arizona. Urban Phoenix schools have concentrated student populations of Latino students, many from lower income households. Sixty-seven percent of Latino children in Arizona live in low income families. (Source: National Center for Children in Poverty) Nine in ten parents want their students to learn computer science, but only lin 4 schools in Arizona teach it. (Code.org ) The AzCSCPP is an after school STEM program with 30 students per school that prepares middle school students in urban predominantly Latino schools to enter Phoenix Union High School District's (PUHSD) new Phoenix Coding Academy opening in the summer of 2016. Currently, the Greater Phoenix Economic Council (GPEC), SFAz, Google, Code.org and PUHSD are teaming up to create the Arizona Computer Science Coding Pipeline Program, as a "pipeline" to prepare students in select middle schools to enter the Academy well versed in computational thinking and computer science (CS). Phoenix Union High School District will be opening the Coding Academy in August of 2016. One hundred incoming freshman will make up the first Academy class. The Academy will serve as a "specialty school," with a focus on computer coding through an inquiry-based instructional design. As the needs of industry and workforce constantly change, the students will be prepared to enter a job market where technological skills are a basic requirement of many jobs. By offering a focus on coding as the backbone for a specialty school, all students will be able to complete their high school education in a dynamic student-centered STEM setting that is based on inquiry design and project-based learning. The after school STEM club will use Google's theme based program called CS First, which will increase student exposure to computational thinking and CS. Code.org will also be part of the curriculum. The CS First clubs will also use the VEX Robotics or other robotics. Robotics will be utilized by each club to engage students with the 400 E. VAN BUREN ST. I SUITE 200 I PHOENIX I ARIZONA I 85004 T 602.682.2800 F 602.682.2890 I SFAZ.ORG Arizonans want a strong economy, a good education system, and the availability of high-quality, high-paying jobs. Science Foundation Arizona was formed as a public/private partnership to help with exactly that. engineering design, while also applying their code skills to program. Clubs will be run free of charge by teachers/sponsors at each of our partner schools. Thirty students will participate at each school, with a projected goal of half being girls. Schools qualified for this SFAZ program are Title I schools with at least 75% free and reduced lunch. This program will take place at K8 and/or middle schools in urban predominantly Latino school districts. Currently five schools from three school districts are involved in this pipeline pathway program. There are more than 60 additional middle schools in the greater Phoenix area which could qualify for this program. We are seeking a $353,000 grant from the Fort McDowell Yavapai Nation that will allow twenty more middle schools to be selected to participate in this initiative. Other tribes will also be asked to support this initiative, allowing even more schools to participate. Current participating districts include: Phoenix Elementary, Roosevelt Elementary and Isaac School District. The five schools involved in the program are: Irene Lopez Elementary School, Pueblo Del Sol Middle School, Morris K. Udall Middle School, Isaac Middle School and Kenilworth Elementary School. SFAz will be responsible for management oversight, boot camp training and supplemental training as necessary. A teacher/club sponsor "boot camp" will be held in August/September to train leaders at each of the schools. Clubs will start in October and run for six months, meeting twice per week. Teachers will collaborate using Google's G+ community board. Teachers will receive stipends for their boot camp training and club administration. PUHSD will be responsible for promoting the program with participating districts. Promotion funding is included in the budget. Parent/Teacher nights will be held before commencement of the program and again in May prior to program conclusion to showcase the Academy and its programs. Student competitions will be held for students and will include an evening event with parents and family participation. Importantly, SFAz will train two teachers from each school through a summer "boot camp" and professional development opportunities to deliver the program. The SFAz-trained teachers will work with students tutored in computational thinking in preparation for ninth (9th) grade at the Academy. SFAz will be responsible to collect and disseminate student metrics, including but not limited to interest, motivation and student intent to continue STEM education. These STEM clubs are designed to be a sustainable model. This is a 6-8 program with the potential for moving students into courses at the high school level dealing with IT technologies, including providing a pathway to move students to the Phoenix Coding Academy. The program gives students with opportunities to learn computational thinking and coding, providing access into CTE based courses at the high school level, and then enter into university, or community college, or certifications. The estimated ethnic breakdown of the participants is: 5% African-American/African-Canadian/African, 2% Asian and Pacific Islander, 10% Caucasian, 80% Hispanic, 3% Native American/Aboriginal Peoples. The program will seek to have 50% of the participants as female students. The budget for this grant request is based in part on the experience we have had with five other schools participating in the AZ Computer Science Coding Academy Pipeline Program. There are three key personnel in the budget including a Director of Education, SFAZ with overall responsibility for the implementation of this program. Janice Mak is the training consultant for the teachers participating in the afterschool STEM program. She will instruct teachers on CS First, Code.org and robotics. She is the only certified teacher of Code.org currently in Arizona. Kristina Chapple, Ph.D., will coordinate the metrics and analytics involved with measuring the success of this program. Teachers will be paid stipends for training and leading the after school STEM program. The schools that are selected for this program will go through a selection process. Over 60 schools in the greater Phoenix area would qualify for this program. Title I schools with 75% or higher free and reduced lunch will be invited to apply. SFAz has a significant amount of experience in awarding funding to schools for programs. The SFAz process is transparent with performance metrics being well- defined and reported. SFAz bases its work on the rigorous scrutiny of national and international standards such as those used by federal agencies like the National Science Foundation. This proposal would allow 20 such schools to participate in this program, with 30 students at each location. SFAz Ft. McDowell Yavapai grant request budget AZ Computer Science Coding Pipeline Program A. Sr. Personnel B. Other Personnel SUBTOTAL Sr. Personnel SUBTOTAL Other Personnel Total Salaries and Wages C. Fringe Benefits (If charged as direct costs) Subtotal D. Teachers - training and stipend Total Teachers (56) G. Other Direct Costs Total Other Direct Costs H. Total DIRECT COSTS I. Indirect Costs Rate 12% Modified Total Direct Costs (MTDC) AMOUNT OF REQUEST Rate Units TOTAL 1. Linda Coyle, Director of Education, SFAz (PI) 4000 20 80000 2. Janice Mack - Consultant code.org/Google First CS 3000 20 60000 3. Kristina Chapple, Ph.D. - Metrics analytics 3000 20 60000 200000 200000 Benefits 22.3% - (Applies to personnel #1 above only) 17840 217840 Teacher training ($500 per teacher - 2 teachers per school - 2 schools participating) 500 40 20000 Teacher stipends for conducting STEM Club ($2,000 per teacher per year - 2 teachers at each school) 2000 40 80000 100000 Student competition x 2 Fall/Spring (Food/Beverages) 1000 1 1000 Publications/Documentation/Distribution 750 1 750 Marketing/Communication 1000 1 1000 Webservices(Network Platform) 400 1 400 Promotions/Printing/Miscelaneous 800 1 800 3950 321790 31210 353,000 Last updated: 02/10/2016 Page 1 General information Organization Tumbleweed Center for Youth Development Contact First name John Contact Last name Rubino Contact e-mail jack_rubino_2000@yahoo.com Contact phone number 6025109959 Address Street 3707 N. 7th Street City Phoenix State Arizona ZIP Code 85014 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request 10,000 1 of 1 IRS Rn te vo ef nthuee Tsreeralsiucr)e, Internal Dei a e In reply refer to: 0248164840 CINCINNATI OH 45999-0038 Mar. 25, 2014 LTR 41680 0 23-7284153 000000 00 00021486 BODC: TE TUMBLEWEED CENTER FOR YOUTH DEVELOPMENT 3707 N 7TH ST STE 305 PHOENIX AZ 85014 014347 Employer Identification Number: 23-7284153 Person to Contact: Mrs. Dudley Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your Mar. 14, 2014, request for information regarding your tax-exempt status. Our records indicate that you were recognized as exempt under section 501(c)(3) of the Internal Revenue Code in a determination letter issued in MARCH 1974. Our records also indicate that you are not a private foundation t within the meaning of section 509(a) of the Code because you are descri bed in section(s) 509(a)(1) and 170(b)(1)(A)(vi). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Please refer to our website www.irs.gov/eo for information regarding filing requirements. Specifically, section 6033(j) of the Code provides that failure to file an annual information return for three consecutive years results in revocation of tax-exempt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our website beginning in early 2011. If you have any questions, please call us at the telephone number shown in the heading of this letter. Sincerely yours, Altua,„_, Pia, Susan M. O'Neill, Department Mgr. Accounts Management Operations Ms Selena Castaneda March 28, 2016 Fort McDowell Yavapai Nation Tribal Council Secretary P.O. Box 17779 Fountain Hills, AZ 85269 Re: 2106 Prop 202 Donation Application: Emergency Service Programs Dear Ms Castaneda, This letter will serve as the formal application by Tumbleweed Center for Youth Development for a donation from Fort McDowell Yavapai Nation under your Prop 202 program. Tumbleweed has pre- registered this grant application through Maricopa County’s Fluid Review software and the contact there is Mr. Clint Hickman. His address is 301 West Jefferson Street, Phoenix, AZ 85003. Tumbleweed is requesting $10,000 to help provide food for our Emergency Service Programs including our Youth Resource Centers, Street Outreach and Emergency Housing Program. NB: Tumbleweed had to change the basis of its grant request after unexpected developments in the funding of food for the Emergency Service Programs. Nature of Requesting Organization: Tumbleweed Center for Youth Development’s mission is to “support homeless and forgotten youth to grow and thrive.” Tumbleweed seeks to achieve this goal by empowering vulnerable young people in Maricopa County to move from crisis to independent adulthood. Narrative: Proposed Program Tumbleweed's Emergency Service Programs offer a safety net for our community's most vulnerable homeless young people and provide immediate survival assistance and opportunities to escape dangerous victimization and violence on the streets. As the front door to Tumbleweed's full comprehensive programs and countless community resources, our Emergency Services provide an integrated platform of shelter, and on-site and street-based services targeting highly vulnerable and street-dependent youth through targeted engagement, survival assistance, resource linkage, street outreach, and housing interventions. While shifting Federal priorities have moved government resources out of safety net programs and into permanent housing solutions, research consistently demonstrates that these front door resources are absolutely critical to engage and build trust with homeless youth preparing them to access more intensive housing interventions. Narrative: Purpose of Program Together, Tumbleweed's Emergency Service Programs offer an around-the-clock safety and continuum of care for vulnerable homeless young people. While any support is valued, Tumbleweed is specifically seeking additional funding to purchase food items for youth in its Emergency Service Programs. Before youth can be successfully engaged in other activities and programs, they need essential services, such as the provision of regular meals. As youth feel added security that their immediate needs will be met, they are then able to focus on developing themselves through case management, therapy, education, and job readiness and life skill workshops. Food items are integral to their plans for success. Tumbleweed currently has agreements with UMOM and St. Mary’s food bank for the provision of food items for our youth. Although resources are being leveraged so that money is most effectively spent, food www.tumbleweed.org | 3707 N. 7th St. Suite 305 Phoenix, 85014 | 602.271.9904 is one of the unending needs of Tumbleweed’s Emergency Services. Hot dinners are purchased daily through UMOM for the Emergency Housing Program’s 28 youth. The Emergency Housing Program also provides breakfast food and snack items that youth can take with them as they check out each morning. Both Youth Resource Centers provide cold breakfasts and hot lunches, 5 days a week. Between the Tempe and Phoenix location, about 50-60 youth are fed daily. Street outreach teams provide bag lunches and snacks to hungry youth living on the streets. Without immediate and effective interventions like those offered by Tumbleweed’s Emergency Services, the health, well-being, and survival of homeless youth is in jeopardy. Food is one of the most essential components of these important services. The Emergency Service Programs meets two of Fort McDowell’s funding priorities: public safety and health. Youth often leave home as a result of severe family conflict including physical and sexual abuse. The conditions of street-dependent youth have also shown that life on the streets causes significant barriers to healthy development, including health problems, psychological disorders, school difficulties, and sexual exploitation. Tumbleweed removes these youth from the streets and other dangerous situations and addresses their immediate health concerns by providing them with sufficient meals. It is Tumbleweed’s goal to address the chronic homelessness problem by preventing these youth from becoming the next generation of homeless youth, thus addressing the public safety and health for generations to come. Narrative: Program Need; Targeted Population; Service Estimate According to Arizona DES's 2013 Annual Homeless Report, Maricopa County recorded almost 3,000 homeless youth ages 12-24 into the HMIS tracking system. However, the report also noted that homeless youth "are the most difficult subpopulation of homelessness to quantify." On any given night, averages of 650 youth are sleeping on Phoenix streets. While the data is not exact, the need is still real. In the last year, over 1,800 of these youth entered Tumbleweed programs and Tumbleweed connected with over 2,800 youth through street outreach efforts. Recent changes in appropriate food availability and food service structure require more funding to meet this on-going need to feed these vulnerable youth. Our current food budget will be inadequate for these changes. Narrative: Tumbleweed Partners As noted above, Tumbleweed also works with UMOM and St. Mary’s Food Bank to provide a portion of the food given to youth each day. Tumbleweed also is the lead agency in the newly created Coordinated Youth Entry System. This system allows the three agencies that provide transitional housing for youth ages 18-25 to coordinate their services including open bed in housing. This means that the agencies are able to reduce duplication of services and make it easier for the youth to access the services that best fit their needs. The Solution Advocates for this system work at Tumbleweed’s Youth Resource Centers as well as the other agencies’ centers. Narrative: Timing Funds received will be used over the course of twelve months. Ms. Natalie Olson, our Grants Manager, is the contact point for this application. She may be reached at 602-271-9904 x1022 or by email at nolson@tumbleweed.org Respectfully submitted, www.tumbleweed.org | 3707 N. 7th St. Suite 305 Phoenix, 85014 | 602.271.9904 Cynthia A. Schuler, Esq. Attachment: Budget CEO Tumbleweed Center for Youth Development www.tumbleweed.org | 3707 N. 7th St. Suite 305 Phoenix, 85014 | 602.271.9904 Tumbleweed Center for Youth Development Emergency Service Programs Emergency Service Programs Budget Yavapai Budget Salaries $ 785,869.68 Employee Taxes & Benefits $ 152,152.87 Contract & Professional Fees $ 10,013.14 Client Related Expenses $ 43,551.07 Food $ 69,169.63 $ 10,000.00 Travel & Related Expenses $ 15,107.04 Space $ 147,842.14 Depreciation $ 39,892.23 Supplies $ 9,028.98 Technology $ 11,967.47 Equipment $ 3,740.14 Administrative Costs $ 17,316.62 Total Expenses $ 1,305,651.02 $ 10,000.00 Last updated: 03/03/2016 Page 1 General information Organization Special Olympics Arizona, Inc. Contact First name Tracy Contact Last name McCarty Contact e-mail tracy@specialolympicsarizona.org Contact phone number 6022301200 Address Street 2100 S. 75th Ave. City Phoenix State Arizona ZIP Code 85043 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request 10000 1 of 1 la I RS Internal Department Revenue of the Service Treasury P.O. Box 2508 In reply refer to: 0248164828 Cincinnati OH 45201 Apr. 20, 2011 LTR 4168C E0 86-0307564 000000 00 00015967 BODC: TE SPECIAL OLYMPICS ARIZONA INC 2100 S 75TH AVE PHOENIX AZ 85043 )36787 Employer Identification Number: 86-0307564 Person to Contact: Tonya Morris Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your Apr. 11, 2011, request for information regarding your tax-exempt status. Our records indicate that you were recognized as exempt under section 501(c)(3) of the Internal Revenue Code in a determination letter issued in April 2002. Our records also indicate that you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section(s) 509(a)(1) and 170(b)(1)(A)(vi). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Please refer to our website www.irs.gov/eo for information regarding filing requirements. Specifically, section 6033(j) of the Code provides that failure to file an annual information return for three consecutive years results in revocation of tax-exempt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our website beginning in early 2011. March 24, 2016 Fort McDowell Yavapai Nation 12% Revenue Sharing Grant Request Mrs. Selena Castaneda, Tribal Council Secretary Fort McDowell Yavapai Nation P.O. Box 17779 Fountain Hills, AZ 85269 Government entity contact: Maricopa County Amanda Nash, Legislative Analyst 602.506.4485 nasha001@mail.maricopa.gov Organization name, address and main point of contact: Special Olympics Arizona, Inc. 2100 S. 75th Ave. Phoenix, AZ 85043 Tracy McCarty, Grants Manager 602.476.0839 Tracy@SpecialOlympicsArizona.org Program Description Healthy Lifestyle Education and Practice (Healthy LEAP) is a comprehensive program which combines health education, inclusive physical activity and health screenings to improve health outcomes for young people with intellectual disabilities and their typically developing peers. Unified Sports® is the inclusive sports component of the Healthy LEAP program that increases physical activity to improve health outcomes for Preschool through high school age youth. Children with and without disabilities learn sports skills, attend practices and workouts, train and compete together; each with a meaningful role on the team. Unified Sports seasons typically last 10 weeks; with 8 weeks minimum of practices followed by competition. Four sports seasons are available annually. The potential for regular, vigorous exercise, such as the CDC recommends to maintain or lose weight, increases to 66 or more hours annually when a child begins Healthy LEAP. For youth with intellectual disabilities who are 30 times more likely than their typically developing peers to lead a sedentary lifestyle and be obese, this increase is significant. (Krahn G, Hammond L, Turner A. Mental Retardation and Developmental Disabilities Research Reviews 2006;12:70-82) The second component of Healthy LEAP is education presented at Unified Sports practices or during class time. The two Healthy LEAP curriculums (Elementary and High School versions) were created by a physician with experience with developmental disabilities; reviewed by a pediatrician and a dietician and approved by the Arizona Department of Health Services. It follows best practices for delivering health information to youth with developmental disabilities including repetition, visual aids, sharing personal experience, practical application and presentation in an inclusive setting. During a Healthy LEAP lesson, one topic is presented at a time with visual aids, group discussion is led and the concepts learned are put into practice immediately through the tools and team interaction provided in the program. Healthy LEAP lessons and information include: Food Groups, MyPlate appropriate portion sizes and variety of foods, Healthy Weight and Obesity, Sports Nutrition and Hydration, Exercise and Injury Prevention, Behavior and Stress Management, Bone Health, Sun Safety, Personal Hygiene and Prevention of Tobacco and Alcohol Use (high school version only). Each lesson includes take-home information to share with parents and family activities which reinforce learning. Several of the lessons include a give-away: backpack for class materials, notebook and pen for class notes, MyPlate poster or placemat, water bottle, pedometer, sport towel and an insulated cooler bag. Special Olympics Arizona ● 2100 S. 75th Avenue ● Phoenix, Arizona 85043 ● P: 602.230.1200 ● F: 602.230.1110 ● www.SpecialOlympicsArizona.org The final component of Healthy LEAP participation is attendance at a Healthy Athletes free screening event during a sports competition. Healthy Athletes enhances the well-being, sports performance and quality of life for people with intellectual disabilities through free health screenings in seven areas: hearing, vision, dental hygiene, podiatry, sports psychology, general fitness and physical therapy. Students receive a written health assessment to share with their primary physician and referrals for any necessary treatment discovered during the screenings. Fort McDowell Yavapai Nation’s Funding Priorities Healthy LEAP aligns with Fort McDowell Yavapai Nation’s funding priorities for Education and Health by providing accessible health information in schools to youth with disabilities. Special Olympics Arizona is requesting $10,000 to support Healthy LEAP in the east valley. Statement of Need Adequate and appropriate information is important for everyone to make healthy choices and optimize fitness; however this need is intensified for people with intellectual disabilities (ID) due to increased health risks. People with ID experience poorer health and are at increased risk for a number of preventable health conditions compared to the general population. Children with ID have higher rates of seizure disorders, behavioral/mental health problems, fractures, skin conditions, respiratory disorders, obesity, poor oral health, vision problems, and hearing problems. Adults with ID experience higher mortality rates as a result of higher rates of cardiovascular diseases, intestinal obstruction, pneumonia, and trauma. Intellectual disabilities further exacerbate poor health by creating challenges in communication, comprehension and follow-through with health care and maintaining a healthy life style. Three new schools will be identified and recruited in the Chandler/Scottsdale area to participate in Healthy LEAP. An estimated 54 students will participate in inclusive sports plus accessible health education and screenings at those three schools. Partnerships The Arizona Department of Health Services (DHS) is a major partner with SOAZ is providing Healthy LEAP. As the original sponsor of the program, DHS approves all changes made to the curriculum, receives and analyses all testing data and follows program implementation through quarterly reporting. The Healthy LEAP program was started with a multi-year grant from the Department of Health services which covers 90% of annual expenses for the program. The grant has two years remaining. Special Olympics partners with elementary, middle and high schools to provide Healthy LEAP within schools all over Arizona. To provide free health screenings through Healthy Athletes, SOAZ collaborates with ASU, U of A, NAU, A.T. Stills University, Northwestern University, College America, Phoenix Children’s Hospital, St. Joseph’s Medical Center, Arizona Early Hearing Detection & Intervention, The Ear Foundation of Arizona, The Arizona Optometric Association, AZ Dental Foundation and many individual physicians. These partners provide the doctors and medical students who examine the athletes, provide expert program oversight and recruit new medical volunteers. Long term, youth who engage in Unified Sports training, workouts and competitions will improve health outcomes and be more likely to maintain an active lifestyle as they mature. The U.S. Department of Health and Human Services’ 2008 Physical Activity Guidelines Advisory Committee report states, “Regular physical activity in childhood and adolescence improves strength and endurance, helps build healthy bones and muscles, helps control weight, reduces anxiety and stress, increases self-esteem, and may improve blood pressure and cholesterol levels.” SOAZ anticipates similar outputs to those measured in past years, such as 35% of students decreased their BMI, 77% maintained or increased weekly exercise and 17% started exercising outside of Unified Sports. These measured outputs will be the indicators that the children are positively impacting their health outcomes. The Healthy LEAP curriculum incorporates best practices for effective health education recommended by the CDC and experts in the field: teaching functional health information (essential knowledge); shaping personal values and Special Olympics Arizona ● 2100 S. 75th Avenue ● Phoenix, Arizona 85043 ● P: 602.230.1200 ● F: 602.230.1110 ● www.SpecialOlympicsArizona.org beliefs that support healthy behaviors; shaping group norms that value a healthy lifestyle and developing the essential health skills necessary to adopt, practice, and maintain health-enhancing behaviors. The Healthy LEAP curriculum’s long term effect will be to empower youth with information, values, attitudes and skills that promote a healthy lifestyle. The Centers for Disease Control website states, “Most people with or without disabilities can stay healthy by learning about and living healthy lifestyles.” The American Academy of Pediatrics advocates health education for children, stating, “Health literacy goals for children and their adult caregivers are the same as for adults: to use the health literacy perspective and its insights and evidence base to enhance the health care system, increase access and inclusion, reduce disparities, and improve health outcomes.” Timetable In August, 2016 new schools will be recruited to participate in Healthy LEAP and new classes of students are registered at existing schools. Teacher training takes place one-on-one as new schools are identified and teachers receive their Healthy LEAP Manual and student handbooks during training. Next, a Unified Sports team is formed at each school with Special and General Education students. Sports training begins once each student completes a sports physical (signed by a physician.) The teacher/coach can order sports equipment and uniforms, as needed with a set budget for each school. Before beginning the Healthy LEAP curriculum, each student is tested on their knowledge of the subjects covered. A new Healthy LEAP lesson is taught at each Unified Sports practice. Healthy LEAP giveaways (Medical USB, backpack for class materials, water bottle, pedometer, lip balm and sunscreen) are also ordered by teachers, at no charge to the school. Depending on the sport the school selects, training and competition takes place between September and March. Competition in aquatics, softball, golf and bocce is held in October with a Healthy Athletes screening event during the weekend of competition. Final competition for basketball, track, volleyball and tennis is held in March and April with a second annual Healthy Athletes screening. Once all Healthy LEAP lessons are completed, the students are re-tested and asked to evaluate the program. Thank you for your consideration. I look forward to hearing from the Tribal Council. For the Athletes, Tracy McCarty Grants Manager Attachments Proposed budget for the program or project Identification of long-term funding resources Special Olympics Arizona ● 2100 S. 75th Avenue ● Phoenix, Arizona 85043 ● P: 602.230.1200 ● F: 602.230.1110 ● www.SpecialOlympicsArizona.org Healthy LEAP Long-term Funding Resources The Healthy LEAP program was started with a multi-year grant from the Department of Health services which covers approximately 90% of annual expenses for the program. The grant expires in June of 2017. Special Olympics Arizona has not applied to any other Tribes for support of Healthy LEAP. Last updated: 03/07/2016 Page 1 General information Organization Veterans Medical Leadership Council Contact First name Jeremiah Contact Last name Smith Contact e-mail jeremiah.smith@everyonesagrantwriter.org Contact phone number 6024055330 Address Street 3627 E. Indian School Rd. City Phoenix State Arizona ZIP Code 85023 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request 25000 1 of 1 Id t.:1 IRS Department Internal Revenue of the Treasury Service In reply refer to: 4077591934 OGDEN UT 84201-0029 Oct. 21, 2014 LTR 4168C 0 26-4658030 000000 00 00026304 BODC: TE VMLC CHARITIES % NEIL THEX 3627 E INDIAN SCHOOL RD STE 209 PHOENIX AZ 85018-5109 011132 Employer Identification Number: 26-4658030 Person to Contact: Ms. Wiles Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your July 16, 2014, request for information regarding your tax-exempt status. Our records indicate that you were recognized as exempt under section 501(c)(3) of the Internal Revenue Code in a determination letter issued in April 2011. Our records also indicate that you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section(s) 509(a)(1) and 170(b)(1)(A)(vi). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Please refer to our website www.irs.gov/eo for information regarding filing requirements. Specifically, section 6033(j) of the Code provides that failure to file an annual information return for three consecutive years results in revocation of tax-exempt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our website beginning in early 2011. 4077591934 Oct. 21, 2014 LTR 4168C 0 26-465803,0 000000 00 00026305 VMLC CHARITIES % NEIL THEX 3627 E INDIAN SCHOOL RD STE 209 PHOENIX AZ 85018-5109 If you have any questions, please call us at the telephone number shown in the heading of this letter. Sincerely yours, r-7----- Tamera Ripperda Director, Exempt Organizations local government to accept/disburse funds non-profit organization Maricopa County VMLC Charities 301 W. Jefferson St., 10th Floor 3627 E. Indian School Rd., Ste. 209 Phoenix, AZ 85003 Phoenix, AZ 85018 Amanda Nash Col. Sam Young, Ret. Legislative Analyst, Government Relations President, VMLC (602) 506-4485 (602) 540-7648 03/24/2016 Mrs. Selena Castaneda Fort McDowell Yavapai Nation Tribal Council Secretary P.O. Box 17779 Fountain Hills, AZ 85269 Dear Mrs. Castaneda, Description of proposed program (is this a new or continuing program): The VMLC Returning Warrior Fund (RWF) program was founded in 2006 to help Veterans who are experiencing financial hardship after returning from Iraq and Afghanistan. Since that time, the number of service men and women needing assistance has increased dramatically. In fact, the RWF resources have been used to help Veterans from all conflicts (e.g. Korea, Vietnam, Desert Storm, etc.) get through tough times. As a result of the immense demand, the RW program is an on-going, year-round effort to provide a financial safety net to Veterans who receive medical care and are case-managed at the Phoenix VA Hospital. Unfortunately, these Veterans often have few resources, minimum support, and are in financial distress during the transition from active duty status to civilian life. It can take several months for a Veteran to qualify for service connected disability, vocational rehab and other VA benefits or find employment. During times of crisis, the Veteran's assigned case manager completes a thorough evaluation of the financial requirement and works with the VMLC to assist with: rent; utilities; transportation; clothing; food; vehicle repair; or other material assistance for Veterans who need a hand up during times of transition and vulnerability in their lives. None of these valid needs are funded by the Federal or State governments. Purpose of program and how it meets one or more of Fort McDowell’s funding priorities: Fort McDowell Yavapai Nation’s priorities include health, education, public safety, and economic and community development. By focusing on the overall health of Veterans, including mind, body, and spirit, the Returning Warriors Fund addresses education, safety, and economic and community development as well. The assistance the VLMC gives Arizona Veterans promotes healthy relationships, families, and futures. The mission of the VMLC is to enhance the health and welfare, as well advocate on behalf of Veterans. The Returning Warriors program is the embodiment of that mission, literally investing in the health and welfare of Veterans, as well as supporting, in various ways other organizations that also serve Veterans. With an investment of $25,000, the Fort McDowell Yavapai Nation can join the VMLC in supporting the men and women who have sacrificed for freedom and served honorably. Need addressed by proposed program, target population, and number of people served: By providing financial assistance, the VMLC allows Arizona Veterans to focus on the truly important aspects of their lives; family, education, employment, community, and health – physical, mental, and spiritual. With financial crisis averted, Arizona Veterans are able to avoid enrolling in public benefits unnecessarily, for a single event or momentary crisis that is typically too short- term or immediate in nature for public assistance to be of any real benefit. Continued crisis, whether financial, emotional, or relational is also prevented by promptly and effectively addressing the initial financial crisis and its cause(s). Unfortunately, it is often difficult for our proud military Veterans to ask for assistance. They are rarely willing to admit that they need help. However, the RWF program is anonymous and funds are made available expeditiously. Only the VA Case Manager knows the individual’s identity and his or her circumstances. Payments by the VMLC volunteer administrator are made directly to the payee/landlord; the Veteran never directly receives funds. This protects the Veterans and insures that needed funds get to the right place. As a result, Veterans and their families get back on their feet during a historically difficult time in our country’s history. The target population of the Returning Warriors Fund is Arizona Veterans who have served during time of combat and receive case managed services from the Phoenix VA Hospital. As needs are identified and verified by the Case Manager, a request is sent to the VMLC. The VMLC relies on the judgment and diligence of the Case Manager to ensure the Veteran in need is active in his/her case plan and the assistance will have a true impact in his/her journey to health. Today, the VMLC assists nearly 600 Arizona Veterans and their families each year. The Returning Warrior Fund typically provides between $200,000 and $300,000 in direct assistance to Veterans each year. Partners in the program (including other tribes/nations): The Returning Warriors Fund works directly and closely with the Arizona Veterans Hospital and their Case Management staff. The VMLC also works with other nonprofit agencies serving Veterans like the Central Arizona Shelter Services (CASS), and Mary Ellen’s Place, a 15-unit affordable housing complex for women Veterans and their children. The VMLC has received support in the past from the Gila River Indian Community. The Salt River Pima-Maricopa Indian Community currently supports the VMLC. Timetable for implementation of proposed program: As mentioned previously, the Returning Warriors Fund is a year-round, on-going program. There is no schedule for assistance, as service is based on needs of Veterans. Unfortunately, there are always open and unanswered requests from the VA Case Managers for Veterans in need. With the help of the Fort McDowell Yavapai Nation, VMLC will be able to assist more Veterans than last year, ensuring a safe, healthy, growing community for all. 100% of all funds contributed will be used to directly serve Arizona Veterans. With Urgency, Col. Sam Young, Ret. President, VMLC Charities 2015/2016 VMLC Returning Warriors Fund Budget Source Amount Salt River Pima-Maricopa Indian Community $100,000 AZ Department of Veterans Services $25,000 Season for Sharing (AZ Republic) $15,000 AZ Diamondbacks Foundation $5,000 Private Donors $30,000 Safeway $10,000 Wells Fargo $10,000 Total $195,000 Item Cost Specific Assistance to Individuals $194,000 Administrative costs (process paperwork, checks, etc.) $1,000 Total $195,000