NORTHWEST VALLEY CONNECT TO 2015.PDF
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Created: 09/19/2014 Last updated: 05/21/2015 Page 1 General information Organization Northwest Valley Connect Contact First name Kathryn Contact Last name Chandler Contact e-mail kchandler@northwestvalleyconnect.org Contact phone number 623-282-9304 Address Street 16752 N Greasewood St City Surprise State AZ ZIP Code 85374 From what tribe is the organization requesting the grant? Tohono O’odham Nation Total grant amount request 50,000 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program from the Gila River Indian Community, enter the amount to be requested each year. Amount Year 1 (Gila River Indian Community Only) Year 2 (Gila River Indian Community Only) Year 3 (Gila River Indian Community Only) Year 4 (Gila River Indian Community Only) Year 5 (Gila River Indian Community Only) 1 of 1 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. 0. BOX 2508 CINCINNATI, OH 45201 Employer Identification Number: Date: 46-4635030 DLN: 17053288365004 NORTHWEST VALLEY CONNECT Contact Person: PO BOX 9303 MRS. M. TAYLOR ID# 52449 SURPRISE, AZ 85374 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170(b)(1) (A) (vi) Form 990 Required: Yes Effective Date of Exemption: March 14, 2014 Contribution Deductibility: Yes Addendum Applies: No 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. We determined that you are a public charity under the Code section(s) listed in the heading of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Sincerely/ ^3 Director/ Exempt Organizations Letter 947 Northwest Valley Connect: Providing Mobility Coordination in the Northwest Valley and Transportation Options for seniors and persons with disabilities. Sun Health and Benevilla, two nonprofit organizations serving the Northwest Valley embarked upon a three-phase research project from January – June 2013, which included community leader interviews, focus groups and a mail survey to area residents in order to better understand the needs of the Northwest Valley communities of Sun City, Sun City West, Surprise, Peoria, Glendale, El Mirage and Youngtown. The lack of affordable, reliable transportation options for medical appointments, shopping and social trips was the prevalent problem. The formation of NVC is a direct result of such coordination activities of Benevilla and Sun Health Services, as well as other critical stakeholders. Sun Health and Benevilla partnered together to create a 501(c)3 nonprofit organization called Northwest Valley Connect (NVC) in March of 2014. NVC provides Mobility Management and coordination of existing transportation options for seniors and persons with disabilities in the Northwest Valley while also creating new options that help to fill existing gaps in transportation service. NVC was incorporated in March 2014. NVC is governed by its own Board comprised of three representatives of Benevilla, three representatives of Sun Health and three community representatives. An Executive Director/Mobility Manager with extensive background in Mobility Management and public transportation operations and administration was hired in June 2014. NVC’s mission is to provide personalized support to connect seniors and people with disabilities with available transportation services, while developing new transportation options to overcome existing service gaps. And NVC’s vision is to advocate, facilitate and coordinate accessible, adequate transportation services in the northwest region of the Phoenix metropolitan area, thereby promoting quality of life among the residents we serve. NVC’s Call-Click-Connect Center is a one-call-does-it-all service for transportation needs in the Northwest Valley. NVC provides a Mobility Management service that is able to direct community residents to available public, private and a volunteer transportation resource based upon their needs and is available without a fee. NVC’s Call-Click-Connect Center launched in September of 2014 and has since helped 731 callers find the transportation option for the trip they needed. The majority of the calls have come from the Northwest Valley although there have been calls from those as far away as Mesa, Anthem, Avondale and Whittman. Our call center operators have a database of transportation providers who span the Metro Phoenix area. Graph of the cities callers are residents of - (SCW – Sun City West, SC – Sun City, SCG – Sun City Grand, SWV – Southwest Valley) 0% 2% 8 Months ‐ 731 calls SCW 1% SC 1% 4% 8% Surprise SCG 2% 31% 4% Peoria SWV 7% Young El Mirage 2% Glendale 11% Corta Bella 27% Rural West Phx May 21, 2015 Other Of the calls received 47% of the trips requested were for medical appointments. 23% of the calls were from a resident, family member or caregiver asking for information on a resident’s behalf. In some cases as they need to prepare for a ‘giving up the keys’ life changing experience. NVC provides mobility coaching, travel training and will help with ADA Paratransit paperwork. Purpose of Trips 8% Medical 22% 47% general info social shopping 23% NVC’s Group Connect program strives to serve those who no longer drive or who have to limit their driving. The group trips are scheduled as social trips to allow those residents to go as a group to the mall, baseball games, movies and other social outings. 22% of our calls are for social trips. NVC’s Mobility Manager provides the coordination of group trips in a calendar that includes all of the areas senior and community centers in order to provide more options for residents, the ability to fill trip vehicles (lessening the need to cancel trips that do not fill) and reducing duplication of service. NVC’s group trips are provided at a minimal cost to the rider. In addition to transportation coordination, NVC is working to fill identified gaps in transportation services in the Northwest Valley with a hybrid of volunteer and paid driver transportation services, paying special attention to the evening hours and weekends, times when available services are almost nonexistent. While many regular appointments can be arranged for weekday travel, others, such as urgent care, hospital discharges, church and social visits, cannot. This is where NVC’s professionally managed transportation service will make a difference. The Ride Connect transportation service will be professionally managed using paid dispatcher services and transportation software to ensure efficiency of operations and trips. The service will be provided using passenger vehicles and a grant funded accessible Minivan. Passenger vehicles are a combination of both volunteer-owned vehicles and vehicles that will be donated by community residents. NVC’s Ride Connect launched May 2015 with volunteer drivers transporting clients whose trips are not available by other providers. 90% of these trips are medical appointments. Riders are asked to help cover the cost of their ride with a donation. Volunteer drivers use their own vehicles and are paid a mileage reimbursement. Our drivers offer an added assistance needed for door through door transportation. a. NVC has made large strides in its first year of service and has filled a need for those searching for transportation in the Northwest Valley where transportation options are limited. A dispatcher/project coordinator focusing on choosing the right routing software and implementing the software to its greatest efficiency and effectiveness is our goal. We are requesting the funding to pay for the salary, benefits and operational support for this position for the next year. At this time the Executive Director/Mobility Manager is doing all of the scheduling for the volunteer call operators and drivers. Hiring the dispatcher/project coordinator for this function will free the Executive Director up to focus on the development of NVC – fundraising, marketing, community relations and more. The dispatcher/project coordinator would be working closely with the Executive Director in developing the RFP, facilitating the committee to review proposals and choosing routing software. This position would then facilitate the installation, training, and testing of the routing software before using it to route our current drivers. This position would also be responsible for coordinating with Benevilla and their driver supervisors. NVC applied for and the MAG 5310 grant review committee recommended our application for 5310 (MAP-21) grant funding for routing software as a joint project with Benevilla. b. This project will benefit the seniors and persons with disabilities in the northwest valley of Metro Phoenix area of more than 600,000 people. More than 100,000 of these residents are seniors. NVC is projected to provide 3000 trips a year and Benevilla is projected to provide 33,000 trips a year. Our goal is to share this routing software and its efficiency as a mobility management project with other agencies in the area to provide more rides using the resources we have. c. NVC Grant Request Budget: Dispatcher/project coordinator position for $45,000 one year – Salary + benefits Computer and office supplies $1500 Cell phone + service for a year $1000 Travel for training $2000 Operations support $500 Total request Budget $50,000 d. No grant request has been made to another organization for this position and the support requested here. NVC has applied for 5310 MAP-21 grant funding for the Routing software, for an accessible minivan with ramp, for partial funding of the Mobility Manager position, for operating assistance to help with the mileage reimbursement for volunteer drivers, vehicle insurance and volunteer retention, and for a taxi voucher program. All of the 5310 applications have been recommended for funding – the Routing software at 100% of request, the vehicle at 100% of funding request, the operating at 100% of request, the mobility manager position at 80% of requested funding, and the taxi voucher program at 50% of funding request. This process goes through a number of MAG committees before it is finalized and approved. At this point it has gone through the first two committees without changes. NVC as a nonprofit has a fundraising plan and has an ongoing fundraising program from donor organizations and individuals. e. NVC has never received a 12% distribution from the Tohono O’odham Nation or any other of Arizona’s tribes. f. NVC contact information: Kathryn Chandler/Executive Director –PO Box 9303 Surprise AZ 85374 kchandler@northwestvalleyconnect.org 623-282-9304 c-928-607-9467 fax 623- 282-9301 Alternate contact – Jennifer Drago/ Chair of NVC Board of Directors – 14719 W Grand Ave. Surprise AZ 85374 jennifer.drago@sunhealth.org 623-832-5563 c-602-321-7831 g. NVC’s priority is on getting the one position to be both dispatcher/projects coordinator. h. NVC is a nonprofit and will work with Maricopa County to receive the funds that the Tohono O’odham chooses to empower our organization with to help those in need of transportation for their healthcare needs and quality of life in the northwest valley.