HomeMy WebLinkAbout1986-11-18 Info Packet of 11/14City of Iowa city
MEMORANDUM
()Alf: November 14, 1986
TO: City Council
FROM: City Manager
RE: Material in Friday's Packet
Memoranda from the City Manager:
a. Community on Community Needs Recommendations - CDBG
b. South African Sanctions
Memoranda from the Assistant City Manager:
a. Collective Bargaining
b. Pedestrian Crossing, First Avenue and Lower Muscatine Road
Memorandum from the United Way Director and the Human Services Coordinator
regarding the joint human services funding hearings.
Memoranda from the Legal staff:
a. Handicapped Accessibility Requirements - Civic Center
b. Zoning violations at 1118 Prairie du Chien Road
c. Howard Carroll v. City of Iowa City
d. Ross v. City
Copy of letter from [DOT to JCCOG regarding award of RISE funds.
Copy of letters from City High School and West High School expressing
appreciation for the gift of the Code of Ordinances.
Minutes of the Wastewater Treatment Project - Staff Project
CManagementctober 29, 1986
Committee meetings of October 14 and October 22, 1986,
and Human Service Agency Funding Requests for FYBB.
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City of Iowa City
r- MEMORANDUM
Date: November 14, 1986
To: City Council
From: City Manager
Re: Community on Community Needs Recommendations - CDBG
In your packet you have received a detail of information associated with
the CCN recommendations for the distribution of Community Development
Block Grant funds. While the information is rather straightforward, there
are two observations that I would like to make.
1. This program does not include the bus ticket/Job Service program
whereby the City was subsidizing the employment search opportunities
for eligible citizens. If it is not funded through the CDBG program,
I am assuming that you wish it to be considered as part of the City's
general fund budget.
p, I am not completely familiar with the history, however, I understand
that there were recommendations concerning the establishment of the
futltime status of the Human Service Coordinator's position. If no
funds are to be allocated for this position from the CDBG program, I
have assumed that it will be considered at the time of development of
the general fund budget.
I make these observations due to the fact that we can expect financial
difficulty with respect to the general fund and any consideration for new
programs may make our funding of others that much more difficult.
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City of Iowa City
MEMORANDUM
Date: November 12, 1986
To: City Council
From: City Manager
Re: South African Sanctions
We have received copies of ten ordinances from cities and counties throughout the
United States that have enacted legislation with respect to economic sanctions
against the South African government. Most ordinances have policies and proce-
dures that affect the procurement and/or investment of public funds with the
South African government. The ordinances also represent a variety of related
expressions of public policy. In some instances it is simply an expression of
moral outrage and indignation and encouraging the Federal Government to take
stronger action and, in other cases, ordinances very clearly specify the actions
of the local government with respect to the purchase of goods and services and
investment of public funds as they might be related to any products that are
manufactured and are imported from South Africa. Other items within the ordi-
nances also generally express support for state-wide legislation to sanction the
South African government as well as general support for federal actions.
Those ordinances that direct the local government to undertake specific action
are generally of a nature that control the investment of public funds and/or
prohibit the purchase of goods and services from South African companies and/or
the South African government. With respect to the purchase of goods and serv-
ices, the ordinances usually require selective purchasing; that is, a company
which is doing business with the South African government and/or South African
companies is considered to be unresponsive and thereby ineligible for participa-
tion in the City's procurement procedures. In most instances, there are certain
applicable state laws that are referenced and may preempt certain actions of
local government. I suspect that these preemptions generally deal with the size
of purchases and do not constrain the cities from their more traditional procure-
ment responsibilities.
Most of the cities that undertook a selective purchasing process also require
their contractors, by some form of affidavit, to certify that they are not doing
business with South African companies and/or the South African government.
There are many ordinance examples and following the discussion by the City Coun-
cil, an ordinance draft can be prepared to meet the policy guidelines that the
Council establishes. Attached to this report is a summary of the recent federal
actions with respect to South Africa as well as a summary of the Sullivan princi-
ples. I am not completely familiar with how the Federal Government intends to
satisfy their sanctions, however, on the surface they seem to be very broad in
nature. Because of the federal government's recent actions, it appears we may,
by federal policy, be prohibited from securing certain goods and services as well
as making investments in South Africa.
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cc: Rosemary Vitosh
Cathy Eisenhofer �.
Dale Melling
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SUMMARY: SANCTIONS BY THE UNITED STATES
AGAINST THE SOUTH AFRICAN GOVERNMENT
1. No person, including a bank, may import to the United States any South
African krugerrand or any other gold coin minted in South Africa.
2. No arms, ammunition, or military vehicles produced in South Africa or any
manufacturing data for such articles may be imported into the United
States.
3. Prohibition on the importation of products from parastatal organizations.
Parastatal is defined as a corporation or partnership owned or controlled
or subsidized by the South African government.
4. No computers, computer software or goods or technology intended to manu-
facture or service computers may be exported to or for use by the govern-
ment of South Africa.
5. No national of the United States may make or approve any loan or other
extension of credit, directly or indirectly, to the government of South
Africa.
6. The President shall immediately notify the government of South Africa of
his intention to suspend the rights of any air carrier designated by the
government of South Africa.
7. The Nuclear Regulatory Commission shall not issue any license for the
export to South Africa of production or utilization facilities.
B. A United States depository institution may not accept, receive, or hold
in deposit an account from the government of South Africa.
9. A prohibition on the importation of uranium and coal from South Africa.
10. A prohibition on new investment in South Africa.
11. No department or agency of the United States government may enter into a
contract for the procurement of goods or services from parastatal organi-
zations except for items necessary for diplomatic and counselor
purposes.
12. A prohibition on the promotion of the United States tourism in South
Africa.
13. A prohibition on United States government assistance to or investment in
or subsidy of trade with South Africa.
14. A prohibition on the importation of South African agricultural products
and food.
15. A prohibition on the importation to the United States of iron and steel.
16. A prohibition on exports of crude oil and petroleum products from the
United States to South Africa.
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17. A prohibition on cooperation with the armed forces of South Africa.
t 18. A prohibition on the import of sugar products of South Africa.
The United States shall have a policy to impose additional measures against -
the Government of South Africa if substantial progress has not been made
within 12 months of the date of the enactment of these sanctions and evidence
must demonstration an end to the system of apartheid and the establishment of
a non-racial democracy.
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THE SULLIVAN PRINCIPLES
In 1977, several American companies under the leadership of the Reverend
Leon H. Sullivan of Philadelphia, developed and signed a code of corporate
conduct to govern the operations of their subsidiaries in South Africa.
At that time, several hundred U.S. corporations have subscribed to that
code, generally referred to as the Sullivan Principles. Its primary aim
is to promote racial equality in the employment practices in South Africa
and to develop programs and encourage changes which can have a significant
impact on improving living conditions and the quality of life for all
Black South Africans. The ultimate goal of the principles, according to
Reverend Sullivan, is "to contribute with other forces for th
of apartheid." e elimination
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The principles are as follows:
1. Nonsegregation of races in all eating, comfort, lockerrooms, and work
I facilities.
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2. Equal and fair employment practices for all employees.
3. Equal pay for all employees doing equal or comparable work of the same '
period of time.
4. Initiation and development of training programs that will prepare A
Blacks, coloreds and Asians in substantial numbers for supervisory,
administrative, clerical and technical jobs.
5. Increasing the number of Blacks, coloreds and Asians in management and
supervisory positions.
I.
I 6. Improving the quality of the employee's life outside of the work { "
environment in such areas as housing, transportation, schooling, I _
recreation and health facilities.
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City of Iowa City
MEMORANDUM
Date: November 14, 1986
To: City Council
From: Dale Helling, Assistant City
Re: Collective Bargaining
Attached please find copies of counterproposals for contract negotiations
presented to representatives of the City's three bargaining units at
meetings on November 10, 1986. These can be discussed at your informal
meeting on November 17, 1986 during the executive session which has been
scheduled for this purpose.
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PROPOSED CHANGES IN NEGOTIATED AGREEMENT
FOR AFSCME Local 183
November 10, 1986
SUBMITTED BY:
CITY OF IOWA CITY
This proposal is made subject to the following conditions:
A. The City reserves the right to withdraw, modify, or amend
any or all items in this proposal at any time prior to acceptance of a
complete negotiated agreement by the union.
B. This proposal and the negotiated agreement which results
therefrom are subject to ratification by both parties.
C. Any tentative agreement made during the course of
negotiation, investigation, or mediation, shall be effective only if the
parties reach a complete negotiated agreement which is ratified by both
parties; any and all tentative agreements are void upon commencement of
impasse procedures.
D. The City reserves the right to refuse to bargain over or
object to any proposal or present contract language which relates to a
non -mandatory subject of bargaining. I
In addition to the attached proposals, the city wishes to discuss
all applicable contract clauses in light of the congressional amendments
to the Federal Fair Labor Standards Act, and make appropriate
modifications which will require the city to comply only with the FLSA
in calculation of overtime payments.
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City of Iowa City
Contract Counterproposals
for
AFSCME Local 183
November 10, 1986
Amend Article VII, Section 1, as follows:
Tem nougg
rsrper wee to regardless se who of lengthgofaemploym empwork lss than oyment; those who work2in
a position which is authorized for less than nine f93 emenths one 1
Year. The parties may agree...
Amend Article VII, Section 7, second paragraph, as follows:
"Deviation dueto special or changed circumstances shall be negetieted
mutually agreed upon."
Amend Article VIII; Section 3, as follows:
If an employee- is required to work at least twe four hours immediately
after the employee's normal workday the City will provide...
Amend Article VIII, Section 4, as follows:
Delete second paragraph in its entirety and add new second paragraph as
follows:
Assignment of a City vehicle to employees on standby is dependent upon
the discretion of the supervisor. Employees on standby who are not
assigned a vehicle will be compensated with one additional hour of
standby pay, in addition to the six (6) hours of regular standby pay,
for each week of standby time. Standby pay may be prorated to reflect
actual hours assigned to standby status.
Amend Article VIII, Section 6, first paragraph, last sentence, as follows:
In
the
event
minimum
call-in
and
4pgrrioei9tott4mepay wi44be paidfar the eveapinhoursndd4tenhe
minimum ea44-4n minimum call-in will be paid in lieu of the overlapping
straight time pay.
Amend Article IX, Section I and Section 3 to provide for proration of per-
sonal leave for employees who begin employment during the contract year.
Amend Article IX, Section 5, as follows:
Section S. Eligible employees who are called in to work on a holiday on
which
ate
City
half (1-1/2) times tofor ethe bhou slic ilact allyl be idwork wat a orked
she44-8490-reee4ve-rege4ar-he44day-pay.
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Amend Article XI, Section 2, subsection a., third sentence, as follows:
Sick leave may be used on an hour -to -hour basis for doctor's appoint-
ments or other health maintenance needs not to exceed two u hoursof
sick leave use for any such appointment.
Amend Article XI, Section 2, subsection b.(2), as follows:
Add the following two paragraphs:
Critical illness is defined as a life threatening illness or malady.
Serious illness is defined as one in which the ill erson is Inca aci-
a e o suc a e ree so as oma e e resence o e em o ee abso-
lutely necessary o e success u recover rom sa ness.
Amend Article XI by adding new Sections 5 and 6 as follows:
Section 5. Employees using sick leave who are medically able to perform
some of the regular duties of their position while at home (or alterna-
tive work site) may, at the request of the employee or the supervisor,
and with the permission of the supervisor, be assigned work to be per-
formed at home.
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For work performed at home, regular pay rather than use of sick leave
accrual will be utilized, and the ratio of sick leave to straight pay
will be determined on a case-by-case basis by the supervisor.
This policy is designed to permit credit for work performed at home by
employees using sick leave, when performance of work at home is advanta-
geous to the City; however, no employee will be required to perform work
while on sick leave nor will any employee be guaranteed the right to do i
SO.
Section 6. While an employee is receiving sick leave pay from the City,
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self-employment for pay or work for another employer for pay is ex-
pressly forbidden. A waiver of this provision may be given if the
employee presents evidence from his/her physician to the satisfaction of
the City that the employee's medical disability would preclude fulfill-
ment of the employee's duties with the City, but that the nature of the
disability would permit work at alternative outside employment. Failure
to comply with this policy will result in serious disciplinary action.
Amend Article XII, Section 2, as follows:
An employee will be granted up to three (3) work days per incident with
no loss of compensation or accruals if required to attend the funeral of
his/her spouse, children, mother, father, stepparents, sister or
brother. An employee will be granted one (1) day per occurrence with no
loss of compensation nor osl s o� accrua from s ck, annus or comoensa-
tory tlme to attend the funeral of his/her mother-in�aw, a er- n- aw,
grandparen s, aunt or uncle, rotFer-fnw, sister-in-law, or permanent
member of the immediate household. In such cases, he/she may be granted
up to two (2) additional days for travel, if necessary as determined by
his/her supero sor. a oma me s nee a an emp oyee sifla loe`
permitted to use up to three (3) work days of accumulated sick leave
with the approval of his/her supervisor.
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Amend Article XII, Section 3, first paragraph, third sentence, as follows:
Upon termination of any such leave of absence, the employee shall return
to work...provided that during that period if the nature of operations
has changed so that similar work does not exist or that an opening for
the employee no longer exists, the employee shall be eligible to bid on
vacancies in related areas or vacancies for which the employee is other-
wise qualified for a period of twelve fR) three 3 months following
termination of the leave. The employee....
Amend Article XII, Section 3, subsection f, initial unnumbered paragraph, as
follows:
f. Must pay prorated health, dental, life and disability insurance
premiums falling due during any month the employee is not on the
payroll, if coverage is desired and is available subject to insur-
ance carrier approval, as follows:
Amend Article XII, Section 5, as follows:
An employee shall be granted leave with pay when required to be absent
from work for the purpose of testifying in court in response to legal
summons and when such appearance arises from the performance of his/her
dutiesobli a ons or activities as a employee, e City s a
rete ve N.witness tees up to tne amount of compensation paid to the
employee by the City for days testified.
Amend Article XV, Section 1, as follows:
Delete and substitute the following:
Section 1. Medical Insurance. The City will provide the health
insurance policy known as the Blue Cross/Blue Shield "Iowa 500"
two-day deductible plan for employees. The City will pay $135.00 per
month toward family premium cost for employees who elect to obtain
family coverage. A pro rate share of the cost of the premium will be
paid for part-time employees.
A description -of the provisions of the negotiated "Iowa 500" plan are
set forth in Appendix "B". Benefit coverages are based on usual,
customary and reasonable rates. Disputes regarding specific claims
shall be addressed to the insurance company and are not subject to
the grievance procedure of this agreement.
The parties agree to actively pursue incentives and/or other alterna-
tives to the existing health care plan and pledge their mutual coop-
eration to achieve this end. However, no such programs will be
implemented except upon mutual agreement by the City and the Union.
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Amend Article XV, Section 3, as follows:
Delete and substitute the following:
Section 3. Dental Insurance. The City will pay up to $7.00 per
month toward in vi ua prem um cost for dental insurance for employ-
ees. Family dental insurance will be made available to the employee
at the employee's expense.
A description of the provisions of the negotiated Delta Dental plan
are set forth in Appendix 'B' Benefit coverages are based on usual,
customary, and reasonable rates. Disputes regarding specific claims
shall be addressed to the insurance company and not subject to the
grievance procedure of this agreement.
Amend Article XIX, Section 2, as follows:
Delete the fourth sentence in its entirety.
Amend Article XX, Section 5, by adding to the first paragraph the following:
Compensation for employees excused from work pursuant to this section
shall be in accordance with the provisions of Section 2, paragraph three
of this Article.
j Amend Article XX as follows:
Add new Section 6:
Section 6. Em toee Involvement Efforts. The parties agree to
actively pursue emp oyee nvo vement efforts which will provide for
joint problem solving and more effective communication and pledge
their mutual cooperation to achieve this end. However, no such
programs will be implemented except upon mutual agreement by the City
and the Union.
Amend Article XXI, Section 2, by adding new paragraph as follows:
The City and Union agree to meet and confer to discuss the establishment
of employee suggestion programs, performance based incentives or bonus
systems, or similar programs. However, no such programs will be imple-
mented except upon mutual agreement by the City and the Union.
Amend Article XXI, Section 3, second paragraph, as follows:
Delete in its entirety.
Amend Article XXIII, Section 3, as follows:
The City and the Union agree they will not act to discriminate because
of race, creed, color, sex, age, nationality, or political affiliation
unless the reason for the discrimination is job-related or otherwise
allowed by law. The arties further a ree that com laints alle in
violation of this section sha not be subject to the grievance arbitra-
_on provisions of this contract.
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PROPOSED CHANGES IN NEGOTIATED AGREEMENT
FOR POLICE LABOR RELATIONS ORGANIZATION OF IOWA CITY
November 10, 1986
- SUBMITTED BY:
CITY OF IOWA CITY
`I This proposal is made subject to the fallowing conditions:
A. The City reserves the right to withdraw, modify, or amend
! any or all items in this proposal at anytime
complete negotiated agreement by the union.
prior to acceptance of a
B. This proposal and the negotiated agreement which results
therefrom are subject to ratification by both parties.
C. Any tentative agreement made during the course of
negotiation, investigation, or mediation, shall be effective only If the
parties reach a complete negotiated agreement which is ratified by both
parties; any and all tentative agreements are void upon commencement of
impasse proceedings.
D. The City reserves the right to refuse to bargain over or
object to any proposal or present contract language which relates to a
non -mandatory subject of bargaining.
In addition to the attached proposals, the city wishes to discuss
all applicable contract clauses in light of the congressional amendments
' to the Federal Fair Labor Standards Act, and make appropriate
' modifications which will require the city to comply only with the FLSA
In calculation of overtime payments.
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November 10, 1986
Counterproposals by the City of Iowa City
to
Police Labor Relations Organization of Iowa City
Article VIII. Section 1.
Delete subsection c. and substitute the following:
Days off shall be defined as a 24 hour period from midnight to mid-
night during which an officer is not scheduled to report for duty.
Article IX. Section 2.
Amend as follows:
Section 2. Overtime will be compensated at the rate of one and
one-half (1-1/2) times the base hourly rate of the officer. Bver-
t4me Premium ay may not be obtained from two sources for the same
time. ep�taI staffing needs or financial considerations will
ce
Article XII. Section 2.
Amend subsection a., second sentence, as follows:
A doctor's statement regarding the nature of the illness and recovery
therefrom may be required. This statement to be provided at the
emplovee's cost. if abuse is susnected.
Article XII. Section 2.
1. Amend subsection b.(2) as follows:
Serious illness or hospital confinement... up to a maximum of 40 hours
per occurrence provided that the employee's presence and efforts are
needed.
Critical illness is defined as a life threatening illness or malady.
Serious illness is defined as one in which the ill person is incanari-
w as w Inanc NIC 1 Ca CIII.0 ul NIC uI I IC Cf
a so u e y necessary o e success u recovery rom said illness.
2. Add new Section 5 as follows:
Section S. Employees using sick leave who are medically able to
perform some of the regular duties of their position while at hone (or
alternative work site) may, at the request of the employee or the
supervisor, and with the permission of the supervisor, be assigned
work to be performed at home.
2
For work performed at home, regular pay rather than use of sick leave
accrual will be utilized, and the ratio of sick leave to straight pay
will be determined on a case-by-case basis by the supervisor.
This policy is designed to permit credit for work performed at home by
employees using sick leave, when performance of work at home is advan-
tageous to the City; however, no employee will be required to perform
work while on sick leave nor will any employee be guaranteed the right
to do so.
3. Add new Section 6 as follows:
Section 6. While an employee is receiving sick leave pay from the
City, self-employment for pay or work for another employer for pay is
expressly forbidden. A waiver of this provision may be given if the
employee presents evidence from his/her physician to the satisfaction
of the City that the employee's medical disability would preclude
fulfillment of the employee's duties with the City, but that the
nature of the disability would permit work at alternative outside
employment. Failure to comply with this policy will result in serious
disciplinary action.
Article XIII, Section 2.
Amend as follows:
An officer will be granted up to three (3) days per occurrence with
no loss of compensation nor loss of accrual from sick, annual, nor
compensatory time to attend the funeral of his/her spouse, children,
mother, father, stepparents, sister, or brother_ An officer will be
--,.*.A ��. (11 IAv nor nrrl,rrenro wTR no loss o comoensation nor
funeral of his/her mother-in-law, Tatner- in-law, yranuyar e116e, aon6
or uncle, ro er-in-law, sister-in-law, permanent member of the
immediate household, or for a military funeral in which such officer
participates in the ceremony. In such cases he/she ma be ranted
u to two 2 additional days for rave necessar as etermine
is er su ery sor. LT additional time is needed, an officer
shall e permitted o use up to three (3) days per occurrence of
his/her accumulated sick leave with the approval of his/her supervi-
sor.
Amend Article XIII, Section 3, subsection e, initial unnumbered paragraph, as
follows:
e. Must pay prorated health, dental, and life insurance premiums fall-
ing due during any month the employee is not on the payroll, if
coverage is desired and is available subject to insurance carrier
approval, as follows:
Article XV. Section 4.
Amend by adding third sentence as follows:
There shall be no obligation on the part of the City to provide
special training as pre -requisite to discipline or discharge.
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Article XVIII. Section 1.
Delete in its entirety and substitute the following:
Section 1. Medical Insurance. The City will provide the health
insurance policy known as the Blue Cross/Blue Shield "Iowa 500"
two-day deductible plan for employees. The City will pay $135.00 per
month toward family premium cost for employees who elect to obtain
family coverage. A pro rate share of the cost of the premium will be
paid for part-time employees.
A description of the provisions of the negotiated "Iowa 500" plan are
set forth in Appendix "B". Benefit coverages are based on usual,
customary and reasonable rates. Disputes regarding specific claims
shall be addressed to the insurance company and are not subject to
the grievance procedure of this agreement.
The parties agree to actively pursue incentives and/or other alterna-
tives to the existing health care plan and pledge their mutual coop-
eration to achieve this end. However, no such programs will be
implemented except upon mutual agreement by the City and the Union.
Article XVIII. Section 2.
Delete in its entirety and substitute the following:
Section 2. Dental Insurance. The City will pay up to $7.00 per
month toward inv ua premium cost for dental insurance for employ-
ees. Family dental insurance will be made available to the employee
at the employee's expense. A description of the provisions of the
negotiated Delta Dental plan is set forth in Appendix "B". Benefit
coverages are based on usual, customary, and reasonable rates. Dis-
putes regarding specific claims shall be addressed to the insurance
company and not subject to the grievance procedure of this agreement.
Article XIX. Section 9.
Delete in its entirety.
Article XXVI. Section 1.
Amend subsection c. to provide that use of other remedies provided by
law will constitute a waiver of the right to use arbitration under this
agreement.
Article XXVI. Section 2.
Amend subsection e. to place appropriate jurisdictional limits on an
arbitrator.
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Article XXVI. Section 3.
Amend subsection b. as follows:
b. The purpose of the conference shall be to provide a forum for the
discussion of ioaees of interest to beth parties procedures for
avoiding future grievances or adjusting ending grievances.
Amend subsection d. as follows:
Delete first sentence of this subsection.
Article XXVII. Section 1.
Amend as follows:
This Agreement shall be effective dnay If 1985 July 1, 1t9e8r7•, and
shall Agreementtinue shalltcontin etl from year toune 3ear0 n 89 written nor, his
change or modify it is served b either partto
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the year preceding the expiration date of thisoAgreemer to ntmorrany
extension thereof.
Article XXVIII. Section 2.
Delete in lieu of possible negotiated wage adjustment.
Also add second paragraph as follows:
All step increases shall be granted only after the employee has
achieved a satisfactory rating at the discretion of the Chief of
Police. The cost of step increases granted employees shall be com-
puted in the total cost of settlement of any applicable collective
bargaining agreement. Officers will be eligible to receive step
increases in pay according to the following schedule:
Step 1. Upon appointment.
Step 2. Twelve months from date of appointment.
Step 3. Eighteen months from date of appointment.
Step 4. Thirty-six months from date of appointment.
Step 5. Fifty-four months from date of appointment.
Article XXVIII. Section 4.
Delete in its entirety.
Mr -
Article XXX, Section 3.
Amend' as follows:
Both parties affirm that the provisions of this Agreement shall be
applicable to all officers regardless of race, color, religion, sex,
age or ethnic background.The parties further agree that complaints
alleging violation of this sec ions s T� �— s .-
Article XXX. Section 4, i
Delete in its entirety and substitute the following: l
This Agreement supersedes and cancels all previous agreements and
practices between the Employer and the Union and constitutes the
entire Agreement between the parties and concludes collective bar-
gaining for its duration. All parties to this Agreement waive each
and every right to negotiate to which they would otherwise be enti-
tled under the laws of the State of Iowa.
The City further proposes the addition of a new Article as follows:
NO STRIKE --NO LOCKOUT
Section 1. No Strike. No employee covered by this Contract shall engage in
any strike a any y facility or at any location in the City where City
services are performed during the life and duration of this Contract. If any
strike shall take place, the Union will immediately notify employees engaging
in such activities to cease and desist. Employees in the bargaining unit,
while acting in the course of their employment, shall not refuse to cross any
picket line established by any labor organization when called upon to cross
such picket line in the line of duty. The City will make every reasonable !
effort to assure employee safety in crossing picket lines. Any employee �.
engaging in any activity in violation of the Article shall be subject to
immediate disciplinary action including discharge by the City.
Strike" means a public employee's refusal, in concerted action with others,
i, to report to duty, or his willful absence from his position, or his stoppage
of work, or his abstinence in whole or in part from the full, faithful, and
proper performance in the duties of employment.
Section 2. No Lockout. The City agrees not to lock out employees as a
result of disputes arcs ng out of the terms of this Contract.
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PROPOSED CHANGES IN NEGOTIATED AGREEMENT
FOR IOWA CITY ASSOCIATION OF PROFESSIONAL FIREFIGHTERS
November 10, 1986
SUBMITTED BY:
CITY OF IOWA CITY
This proposal is made subject to the following conditions:
A. The City reserves the right to withdraw, modify, or amend
any or all items in this proposal at any time prior to acceptance of a
complete negotiated agreement by the union.
--i B. This proposal and the negotiated agreement which results
-� therefrom are subject to ratification by both parties.
C. Any tentative agreement made during the course of
negotiation, investigation, or mediation, shall be effective only if the
parties reach a complete negotiated agreement which is ratified by both
parties; any and all tentative agreements are void upon commencement of
impasse procedures.
D. The City reserves the right to refuse to bargain over or
object to any proposal or present contract language which relates to a
non -mandatory subject of bargaining.
In addition to the attached proposals, the city wishes to discuss
all applicable contract clauses In light of the congressional amendments
to the Federal Fair Labor Standards Act, and make appropriate
modifications which will require the city to comply only with the FLSA
In calculation of overtime payments.
S.
Ni
NOVEMBER 10, 1986
CITY COUNTERPROPOSALS FOR
IOWA CITY ASSOCIATION OF PROFESSIONAL FIREFIGHTERS
ARTICLE V
HOURS OF WORK
(t co
1. Oele e c t i o n_��_ss.
ARTICLE VI
1 OVERTIME
% 1�/ C� 1. ection 2: a ete se
ARTICLE VII
SPECIAL LEAVES
1. Amend Section 2 as follows:
Funerals. An employee will be granted up to a maximum of two (2)
shi s per incident as determined by the Chief with no loss of compen-
sation to attend the funeral of his/her spouse, children, mother,
father, stepparents, sister, or brother.
An emolovee will
shift
1uuc w GLLCIW LOC hiller al u, nis,ner moLner-in-iaw,
a er-in- aw, gran paren s, aunt or uncle, brother-in-law,
sister-in-law, permanent member of the immediate household.
If additional time is needed, an employee shall be permitted to use up
to one (1) shift of accumulated sick leave with the approval of the
Fire Chief or immediate supervisor.
Amend Section 3, subsection f, initial unnumbered paragraph, as fol-
lows:
f. must pay prorated health, dental, and life insurance premiums
falling due during any month the employee is not on the payroll,
if coverage is desired and is available subject to insurance
carrier approval, as follows:
ARTICLE IX
SICK LEAVE
1. Amend Section 2b(2) as follows:
(2) Serious illness or hospital confinement of a spouse or child, or
critical illness of the employee's mother, father,
mother-in-law, father-in-law, brother, sister, or grandparents,
as well as any other relatives or members of the immediate
/ if 0043
-2 -
household of the employee up to a maximumof forty-eight (48)
hours per occurrence, provided the employee's presence and
efforts are needed.
Critical illness is defined as a life threatening illness or
malady.
2. Amend Section 3 to require a minimum one hour notification to the
shift supervisor on duty immediately prior to the beginning of the
sick employee's shift.
3. Delete Section 5: (This article provides for 12 additional hours of
sick leave for each six months of continuous employment without use of
sick leave.)
4. Add new Section 7 as follows: j
I
Section 7. While an employee is receiving sick leave pay from the
City, self-employment for pay or work for an other employer for pay is
expressly forbidden. A waiver of this provision may be given if the
employee presents evidence from his/her physician to the satisfaction
of the City that the employee's medical disability would preclude l
fulfillment of the employee's duties with the City, but that the
nature of the disability would permit work at alternative outside
employment. Failure to comply with this policy will result in serious
disciplinary action.
ARTICLE X
VACATIONS I
I 1. Amend Section 1 as follows:
Accumulation. Vacations shall be earned and accumulated by month
accor ng o the following schedule:
Length of Service Hours per Month Hours per Year
1 -ears 12 hours (6 shifts/yr) 144
10yyrs.11dday105yyrs. 18 7 hrs. yrs. 16 14 hrs. {9j S shifts/7 shift
yr 192 168
r 21.6 TU
15 morerthan Oyyr0 yrs. 29 18 hrs 22 W hrs. 4}}) TOLO sshifts/r 240 T1_6
yr 264 M
ARTICLE XI
NION ACTIVITIES
1. end Secti as follo s: Th nion may u e The Al#- se R ern
l it fa ties desi mat 1 he Fire Chief r n meetings for
re ours no more o en an once per month. Employees on duty
I
-3-
may
3-
may attend with the Battalion Chief's permission and such employees
must be available for fire calls. Such meetings will be held at times
when they do not interfere with Fire Department activities. No one on
duty in outlying stations may attend.
ARTICLE XIII
INSURANCE
I. Amend Section 1 as follows:
Section 1. Medical Health Insurance. The City will provide the
health insurance po icy known as t e B ue Cross/Blue Shield "Iowa 500"
two-day deductible plan for employees. and eaigibae dependents: The
City will pay $135.00 per month or-fuaa toward family premium cost for
employees.who elect to obtain family coveragge. daring-lhe-lean-ef-this
egreememt: The 84ty shaaa met be prejudiced im future eeiaeetfre
bargefmfag by paying fu34 femfay heaath insuramee premium casts that
ere-4m-excess-ef-$1.35:88: A pro rate share of the cost of the premium
will be paid for part-time employees.
A description of the provisions of the negotiated "Iowa 500" plan are
set forth in Appendix "B." Benefit coverages are based on usual,
customary and reasonable rates. Disputes regarding specific claims
shall be addressed to the insurance company and are not subject to the
grievance procedure of this agreement.
The parties agree to actively pursue incentives and/or alternatives to
the existing health care plan and pledge their mutual cooperation to
achieve this end. However, no such programs will be implemented
except upon mutual agreement by the City and the Union.
2. Amend Section 3 as follows:
Delete entire section and substitute the following:
Section 3. Dental Insurance. The City will pay up to $7.00 a month
toward indivi ua ppm cost for employees. Family dental insurance
wi a made available to the employee at the employee's expense.
A description of the provisions of the negotiated Delta Dental plan
are set forth in Appendix "8." Benefit coverages are based on usual,
customary and reasonable rates. Disputes regarding specific claims
shall be addressed to the insurance company and are not subject to the
grievance procedure of this agreement.
-4-
ARTICLE XVII
PERSONNEL TRANSACTIONS
1. Amend Section 3 as follows:
The City sha44 may remove documents relating to minor disciplinary
offenses from the employee's file once per year on or about July 1.
Materials removed will be placed in an inactive file. Past infrac-
tions will only be removed if an emnlnvpp nnoc 19 rnnenrofi u�We
ARTICLE XVIII
DISCIPLINE
1. Amend Section 2 as follows:
The goals of progressive discipline are to correct behavior and pro-
duce efficient City operations rather than merely to punish
wrong -doers. Disciplinary actions or measures shall ordinarily be
invoked in the order listed:
1. Oral reprimand or warning
2. Written reprimand or warning
3. Lees -of -tome
4. Suspension with loss of pay
5. Sa4ary-reddet4ee
6. Benetjen
7. Discharge
2. Add new Section 4 as follows:
When the Fire Chief determines that an employee is responsible for
damage or destruction of any equipment, including vehicles, due to
inattentiveness, laxity, or due to any malicious or reckless intent of
said employee, that employee shall compensate the City, to the extent
that the City is not reimbursed by an insurance carrier, for such
damage and the City shall have the right to deduct the cost of such
reimbursement from the employee's wages. Said employee shall also be
subject to disciplinary action.
ARTICLE XIX
I Q TRANSFER PROCEDURES
�l 1. ete entir title and stitite:
'_
Al shi transf rs 1 be at th discretion and approval he Fi
-t
-6-
ARTICLE XXII
GRIEVANCE PROCEDURE
Amend Section 4 to provide that use of other remedies provided by law will
constitute a waiver of the right to use arbitration under this agreement.
ARTICLE XXIII
GENERAL CONDITIONS
Ill��
1. Delete Section 3 c nect' in
ARTICLE XXV
SAVINGS CLAUSE
ARTICLE XXVI
DURATION
1. Amend as follows:
This Contract shall be in effect between July 1, 1985 1987, and June
30' 1986 1989, and shall continue from year to year thereafter unless
written OTIce to change or modify it is served by either prior to
August 15 of the year preceding the expiration date of this Contract
or any extension thereof.
ARTICLE XXVII
WAGES
1. Amend Section 2 by deleting current language and substituting the
following:
Bargaining unit members will be eligible for salary adjustments to the
next step as follows:
Step B - after six (6) months at Step A.
Step C - after six (6) months at Step B.
Step D - after one (1) year at Step C.
Step E - after one (1) year at Step D.
Step F - after one (1) year at Step E.
14M
-6-
Step
6-
Step increases shall be granted only after the employee has achieved a
satisfactory rating as determined in the discretion of the Fire Chief.
The cost of step increases granted employees shall be computed in the
total cost of settlement of any applicable collective bargaining
agreement.
Bargaining unit members promoted to the ranks of Fire Lieutenant or
Fire Captain shall receive the greater of a one step increase or
increase to the salary range minimum upon promotion and shall be
eligible to receive a one step increase, not to exceed the salary
range maximum, one year following the promotion.
2. Add new Section 4 as follows:
The provisions of this Article shall in no way prevent the hiring of a
new firefighter at a salary higher than Step A if, in the judgment of
the Fire Chief, such higher starting salary is warranted based upon
the new firefighter's prior education, training or experience. Nei-
ther shall these provisions prevent the Fire Chief, at his discretion,
from granting merit pay increases based on exceptional performance to
any bargaining unit member.
ARTICLE XXVIII
OTHER COMPENSATION
1. Delete Section I (COLA Clause).
City of Iowa City
MEMORANDUM
Date: November 14, 1986
To: City Council Q�
From: Dale Helling, Assistant City Manag
Re: Pedestrian Crossing, First Avenue and Lower Muscatine Road
Several months ago Council received a request to consider measures for pro-
viding for pedestrian crossing of First Avenue at Mall Drive. The Traffic
Engineer has completed his analysis of this situation, has conversed with Mr.
Watson from Goodwill Industries who initiated this request, and has formu-
lated his final recommendation. The attached memorandum dated October 23,
1986, contains that recommendation and the rationale for the prescribed
course of action.
Also attached is a sketch of the intersection in question which illustrates
those pedestrian movements that will be facilitated by the installation of
pedestrian indications. Pedestrian movements to the quadrant of the inter-
section which does not contain sidewalks will not be provided.
In the absence of any objection from the City Council, the Traffic Engineer
will initiate the necessary changes as recommended as soon as possible.
bj5/3
e
iii
City of Iowa City
MEMORANDUM
Date: October 23, 1986
To: Charles Schmadeke, Director of Public Works
From: James Brachtel, Traffic Engineer
Re: Request for Traffic Study at First Avenue and Mall Drive
John Watson, Executive Director of Goodwill Industries, has requested a
study of the intersection of First Avenue and Mall Drive be conducted.
The request was prompted primarily out of concern for pedestrians crossing
First Avenue at its intersection with Mall Drive.
On September 23, 1986, the Traffic Engineering Division conducted a 16
hour count at the intersection. Raw data for the count is attached. The
accident history of the intersection was also reviewed. No accident
reports could be found for the period January 1, 1985, through September
1, 1986.
Vehicular and pedestrian volumes were compared to the warrants for signal-
ization as defined in Manual on Uniform Traffic Control Devices (MUTCO).
This analysis determined that traffic signalization is not warranted at
the intersection of First Avenue and Mall Drive.
Recently I have had a telephone discussion with John Watson. Mr. Watson
noted that there are no pedestrian indications at the intersection of
First Avenue and Lower Muscatine Avenue. He suggested that First Avenue
and Lower Muscatine Avenue would be an appropriate crossing point for
pedestrians if pedestrian indications existed.
I have reviewed the Division's inventory spare parts and the capability of
the traffic controller currently in place at the intersection of First
Avenue and Lower Muscatine Avenue. The City can install pedestrian indi-
cations at the First Avenue/Lower Muscatine Avenue intersection yet this
fall using materials currently on hand. This would be a resolution of the
concerns Mr. Watson has for pedestrian movements in the area.
If you concur with this solution, the Traffic Engineering Division will
move ahead with pedestrian indications at the intersection of First Avenue
and Lower Muscatine Avenue. Should you have any additional questions or
comments or need additional information, please don't hesitate to contact
me.
bdw4/2
-I
i
NO SIDEWALK
THIS T]
�It
IISCALE: I'l=50'
T
I
I
0
r
O
a
li
LINDZCA�TIONS
SED NEW PEDESTRIAN
C WITH PUSH BOTTONS
I �
1
INTERSECTION -El RsT AVE gndLOWER MUSCATINE
I
i
1
I
i I
NO SIDEWALK
THIS T]
�It
IISCALE: I'l=50'
T
I
I
0
r
O
a
li
LINDZCA�TIONS
SED NEW PEDESTRIAN
C WITH PUSH BOTTONS
I �
1
INTERSECTION -El RsT AVE gndLOWER MUSCATINE
Johnson County Council of Governments
410E.MshirgtonSt. b*a0cybuw52240
r
Date: November 12, 1986 L '
To: United Way Planning Division, United Way Allocations Division,
Iowa City City Council, Johnson County Board of Supervisors,
Coralville City Council, Board of Social Welfare, Committee on I
Community Needs, Mental Health/Mental Retardation Advisory Board
From: Mary Anne Volm, United Way Oirector —lnA4
Marge Penney, Human Services Coordinator ;
Re: United Way/Iowa City/Johnson County/Coralville Joint Human Serv—
ices Funding Hearings
You will find enclosed this year's schedule for the joint United Way/Iowa i
nty/Coralville funding hearings. Once again, the sessions
City/Johnson Couj
will be held at the Department of Human Services, 911 North Governor
Street in Iowa City.
1
There will also be a training session on Thursday, November 20, at 6:30
p.m. at the Department of Human Services. It is hoped that this session I,^
will enable new panel members to become familiar with the budget package
and continuing members to sharpen their skills. Budget books will be
available at the training session and at the United Way office on Friday,
the 21st, as well as at the first hearing, Monday, November 24.
We look forward to the continuation and deepening of the cooperation these
joint hearings have developed.
bdw3/1
Enclosure ! i'
I
i
DATE TIME
Thurs. 6:30
11/20
Mon. 6:30
11/24 7:00
7:30
8:00
8:30
9:00
Thurs. 6:30
12/4 7:00
7:30
8:00
8:30
Thurs. 6:30
12/11 7:00
7:30
8:00
Thurs. 6:30
12/18 7:00
7:30
8:00
8:30
9:00
Thurs. 6:30
1/8 7:00
7:30
8:00
8:30
9:00
Thurs. 6:30
1/15 7:00
7:30
8:00
Thurs. 6:30
1/22 7:00
7:30
8:00
AGENCY
Training Session
Orientation
United Action for Youth
Mayor's Youth Employment
Domestic Violence Project
Crisis Center - Interv.
Crisis Center Food Bank
Mental Health Center
Lutheran Social Services
Free Medical Clinic
Visiting Nurses Ass'n
Youth Homes
Dental Svs. Children
Boy Scouts
Handicare
School Children's Aid
Independent Living
Ass'n Retarded Citizens
Willow Creek
Big Bras./Big Sisters
Red Cross
MECCA
HACAP
Elderly Services Agency
Rape Victim Advocacy
Hospice
Emergency Housing Project
Wrap-up Gov't Requests
Salvation Army
Goodwill
Camp Fire
Geriatric Dental
Hillcrest
4C's
Legal Services
United Way Wrap-up
REQUESTS
CORAL- IOWA JOHNSON UNITED
PAGE VILLE CITY COUNTY WAY
497
362
117
77
92
404
342
197
514
557
107
38
266
485
314
1
539
22
440
384
248
139
424
294
167
461
226
54
215
280
178
327
�I
City of Iowa City
MEMORANDUM
Date: November 14, 1986
To: Mayor and City Council O n
From: Terrence L. Timmins, City Attorney / � p(. o a -
Re: Handicapped Accessibility Requirements - Civic Center
During the informal Council meeting on Monday, November 3, the City Council re-
viewed CCN's recommendation with regard to the allocation of Community Development
Block Grant funds. Part of that discussion involved the suggestion that CDBG
funds be used to finance the construction of an elevator in the Civic Center to
make it handicapped accessible. At that time, the question was raised as to
whether or not the City was legally required to undertake such a project at this
time. In this memo, I will briefly review the Iowa law on that topic.
Chapter 104A of the Iowa Code, entitled "Building Entrance for Handicapped Per-
sons," provides at Section 104A.3 that "whenever any building or facility... is
constructed, provision shall be made in the construction that" the site, at least
one public walk, a primary entrance or entrances at grade level, the doors at the
primary entrance or entrances at grade level, the elevators when provided, and the
public restrooms at each floor level which is accessible, shall all be accessible
to the handicapped. Chapter 104A of the Iowa Code does not require that existing
structures be made handicapped accessible, and the Iow-a—tity Civic Center was
constructed before the effective date of that chapter of the Iowa Code. However,
Section 104A.6 of the Iowa Code provides that "the authority responsible for the
construction of any building or facility (public and private building and facili-
ties used by the general public) shall conform with rules promulgated by the state
building code commissioner...."
The Iowa Administrative Code at 680-16.700 contains the handicapped rules and
regulations promulgated by the state building code commissioner. 680-16.702(1)
provides that "these standards and specifications shall apply to all new construc-
tion of buildings and facilities, and additions thereto, intended for use y t e
general public as required by Iowa Cade ap er , and to existing construction
as such construction is required to meet new construction requirements." This
chapter of the Administrative Code then goes on to outline with particularity the
technical requirements that new construction is required to comply with in provid-
ing access to handicapped persons.
In reviewing these statutory provisions and regulations, I have come to the con-
clusion that it was not the intent of the legislature or the building code commis-
sioner to require the remodeling or renovation of existing structures to make them
handicapped accessible, unless those structures were being remodeled or added onto
for other purposes. I have discussed this matter with City building officials,
and on the basis of their prior discussions with the state building code commis-
sioner, Mr. Don Appell, they likewise believe that the City is under no present
requirement to renovate or remodel the Civic Center to make it handicapped acces-
sible.
bj5/2
cc: Steve Atkins, City Manager
Rosemary Vitosh, Finance Director
21
City of Iowa City
MEMORANDUM
Date: November 12, 1986
To: City Council
From: David Brown}
Re: Zoning Violat/ons at 1118 Prairie du Chien Road
For your information, on October 27, 1986, Boguslaw Sokol, the owner of
the property at 1118 Prairie du Chien Road, was sentenced in Magistrate
Court for the two convictions of "Prohibited Accessory Use" in violation
of S 36-8(f)(1)a. of the Zoning ordinance. Mr. Sokol was assessed a total
of $290.00 in fines and costs.
The violation, which remains uncorrected despite the convictions, was for
open storage of salvaged materials. The Department of Housing and Inspec-
tion Services will continue to inspect and cite said property to gain
compliance.
cc: Douglas Boothroy
ctll/7
/ 97
-I
City of Iowa City
MEMORANDUM
Date: November 13, 1986
To: City Council /�;.� ,,Q
From: Terrence Timmins, City Attorney(/vm��o'4/
4L,4.
David Brown, Assistant City Attorney
Re: Howard Carroll v. City of Iowa City
On November 3, 1986, a final decision in the City's favor was filed by the
Court in the case of Howard Carroll v. Cit of Iowa Cit (see attached).
The plaintiff in saidcase a a ac a constitutionality of the
city's inoperable/obsolete vehicle ordinance, which was adopted by the
City Council on July 16, 1985; the plaintiff was also seeking money dam-
ages and attorney fees. The Court found that the ordinance was neither
impermissibly vague nor discriminatory on the basis of wealth; as a re-
sult, the Court concluded as a matter of law that the ordinance did not
violate plaintiff's due process and equal protection rights.
This case was tried by David Brown, Assistant City Attorney.
tp4/2
cc: City Manager
r
IN THE IOWA DISTRICT COURT IN AND FOR JOHNSON COUNTY
- HOWARD CARROLL, ,
Plaintiff No. 49503
V. FINDINGS OF FACT,
CONCLUSIONS OF LAV,
CITY OF IOWA CITY, AND DECISION
r
r
Defendant. ) o I:
J This matter comes before the Courtupon Plai
Petition alleging that a city ordinance is unconstitutiw,tl' j
end tlso cla'ntne some damages from the City. All of
Plaint'ff'e allegations are denied by the City of Iowa City.
Plaintiff appears by his attorney, Duane Rohovit. Defendant i
appears by Assistant City Attorney, David Brown. Evidence ; -¢-o--
was received, arguments were heard, briefs were filed, and
the cause was submitted.
The Court, having examined the files and records
herein, finds that it has jurisdiction of the parties and
of the subp•ct matter.
The Court further finds that Pleinti lf'e cess
appers to stem iron a notice to abate a nuisance served on
Plaintiff charging that Plaintiff had three inoperable/obsolete
vehicles which were being stored on his property in violation
of Section 74-101(13) of the Code of ordinances of the City
i
of Iowa City, :ova. Plaintiff requested a hearing which
was held September 20, 1985. The hearing was had before a
commission which determined that the Plaintiff had three
unlicensed, Inoperable/obsolete vehicles on his premises
which constituted a nuisance under the ordinances and which
were subject to abatement. -
L7..
i
i
Plaintiff thereupon filed a Petition in two counts
in this District Court on or about October 17, 1985, alleging
in Count, I that Ordinance 24-101(13) is: (1) An unlawful
exercise of police powers, (2) violates equal protection,
and (3) violates due process. Plaintiff asks the Court
.c
declare the ordinance unconstitutional on its face.
Count II of Plaintiff's Petition is a Section 42 U.SC.
1983 claim based on the above-mentioned allegations of
I. m
violation of constitutional rights and claiming dacage'a"d._
attorney's tees to connection therewith.
Although admittedly not artfully drafted, th.'-;_
challen9 ed ordinance closely' : N
pa rsll els the 'junk vehicles"
ordinance upheld in City of Cedar Fella v. Plett, 330 N.N.2d 251
(Sova 1983).
The burden of proof that the ordinance is unconstitu-
tional falls upon the person challenging the constitutionality
of the ordinance and that person "must negate every reasonable
basis upon which the ordinance may be sustained.' See City of
Ceder Falls V. Flett, supra, at page 254.
A presumption of constitutionality attends every
regularly enacted ordinance. Cyclone Sand and Gravel. Cz. v
2oninn Board of Adiustment of City of Ames, 351 N.11.2d 778
(Iowa 1984).
Plaintiff argues that there vas an improper
delegation of police powers in the ordinance but the seta
allegation was contained in the Platt case (at page 255).
Here, as there, the committee merely applied the ordinance.
The committee did not decide the validity of the ordinance
nor did the committee decide the final liability of the owner.
-2-
r
r
r:
is
j
I
I
I
r
r r
H
The Cedar Falls v. Flett case determined that an
I
i
ordinance declaring an activity to be a nuisance will be
i
• validated if it is reasonable, and voided if it is arbitrary
i
and unreasonable. We hold, as did the Court in Flett, that
-
r r
H
The Cedar Falls v. Flett case determined that an
ordinance declaring an activity to be a nuisance will be
• validated if it is reasonable, and voided if it is arbitrary
and unreasonable. We hold, as did the Court in Flett, that
-
unlicensed vehicles in storage outside of b'_ildine_s with the
j
kind of defects enumerated in the ordinance could (and '1 it
sq
i
c
probably would) threaten public health and safety. The
n to. •'
/ evidence in this case makes it clear that Plaintiff dtd
/ have at lees[ three vehicles located on his premises ou is lyetp
of any building subject to defects enumerated 1n the ordinance.
Plaintiff claims lack of equal protection under{;--
I
the ordinance, but his argument falls under the same rationale
as the same argument fell in the Platt case. Legislative
.
bodies are granted discretion to enact regulations to
ameliorate, at least partially,a perceived evil where no
+ i
t �`
violation of fundamental rights is involved.
S f .
Plaintiff complains that the ordinance discriminates
on the basis of wealth in that a person who licensed the
•,ehicles would be able to maintain them in the same place
and condition as maintained by the Plaintiff in this case
and that the only difference there would be in the two
i
l �'
situations would be the cost of licensing. It appears to
the Court that the Flett case disposed of essentially the
..{:.,
i
same argument and found th:•re was no violation of equal
protection.
Plaintiff claims that the ordinance la impermissibly
(
vague, but it appears to this Court that a person of ordinary
intelligence would gather sufficient information from a reading
of the ordinance so that that person would have a reasonable
-3-
opportunity to know what is prohibited. "Due process"
requires no more than a reasonably ascertainable standard
of conduct. See Platt at Page 256. Here, it is to be
noted that according to Webater's New Collegiate Dictionary,
"inoperable" means "not functioning", and "obsolete"
means "no longer in use". If vagueness can be avoided
by a reasonable construction as these definitions a_liow U- ...
to do, the ordinance must be interpreted in that wait rj
T,I� �
to its meaning.See Ilett at u ,
page 256. Using chose.•-, .. _
definitions, the meaning of these terms clearly defig to
c _ Pi
what vehicles are unacceptable. Accordingly, the Court
finds no merit in Plaintiff's vagueness claim. ,
As to Count II of Plaintiff's Petition, it appears r
to be a count that must rise or fall, substantially, on
Plaintiff's success in shoving the unconstitutionality of
the ordinance, at least as it is applied to this Plaintiff.
However, the Court has found that the ordinance is not
unconstitutional as applied, at least insofar as the record
made in this case is concerned. Further, the Court finds
no evidence of any damages suffered by the Plaintiff. :here
In evidence as to the attorney's fees, but there is no shoving
that Plaintiff's property has been taken or his constitutional
rights invtdrd up to now. He has presented us with no
compensable claim. Since no evidence exists to support his
claim of deprivation of his constitutional rights, no attorney's
fees can be awarded.
i
Accordingly. 1C appears to the Court that Plaintiff's
Petition should be dismissed both as to Count 1 and Count II
at Plaintiff's cost.
_q_
I.,
r -
CONCLUSIONS OF LAW
When an ordinance is challenged on constitutional
grounds, presumption of constitutionality exists and can
only be overcome by negating every reasonable basis uper.
/ which ordinance could otherwise be sustained. Cyclone Sand
and Gravel Co.Y. Zoning Board of Adjustment of City of
I ._
/i A_es, 315 N.W. 2d 770 (Iowa 1904); City of Iowa Falls`�o:�;,
! —
Flu [t, 330 N. W.2d 251 (Iowa 1983). �"'1
The standard of review applicable in this ca ce',i n,-
'4— h
determining if due process or equal protection are denied
by Section 24-101(13) is the "rational relationship" standard
rather than the "compelling state interest" standard. MRM,
Inc., v. City of Davenport, 290 N.W.2d 338 (Iowa 1980).
DECISION
IT IS, THEREFORE, ORDERED AND ADJUDGED by the
Court that Plaintiff'a Petition should be, and it hereby
is, dismissed.
IT IS FURTHER ORDERED that the costs of this action
be asseased to Plaintiff and that the Clerk enter judgment
against the Plaintiff therefor.
Dated this 29th day of October, 1986. '
jLD J. SWAILES, JUDGE
SIX JUDICIAL DISTRICT OF IOVA
ii
Duane Rohovit
David Brown
COPIES MAII 0 TC C_ ':::E! Cr rZo'D -5_
If 3-� � ,
t.
i
;i
Duane Rohovit
David Brown
COPIES MAII 0 TC C_ ':::E! Cr rZo'D -5_
If 3-� � ,
City of Iowa City
MEMORANDUM
Date: November 13, 1986
To: City Council
From:
From: Terrence Timmins, City Attorney
David Brown, Assistant City Attorney
p%*P/0'�
Re: Ross v. City
Attached for your information is a copy of the decision recently filed in
a tort lawsuit against the City. The Plaintiff, Randall R. Ross, was
injured in October, 1983, when he was struck by a car while crossing the
street in the middle of the Iowa Avenue Bridge. As a result of this acci-
dent Mr. Ross was charged with and convicted of "jaywalking." In his
lawsuit, however, he claimed the driver of the car and the City were
liable for his injuries. The Court disagreed, and found in favor of both
defendants.
The City was represented at trial by Bruce Walker who was retained by the
City's insurance carrier to defend.
tp4/1
cc: City Manager
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IN THE IOWA DISTRICT COURT IN AND FOR JOHNSON COUNTY
RANDALL R. ROSS. ; No. 48705
plaintiff, FINDINGS OF FACT
vs j CONCLUSIONS OF LAW s
and JUDGMENT r e
JEROME J. WYSE and ) T�
�p
THE CITY OF IOWA CITY. IOWA. j ���, i '''�`, :• '
Defer.=ants.
/ Trial of this case was held on October 7, 1986. RanWR.
/ Ross (hereinafter referred to as Rossi was present in Court and
r represented by Attorney Thomas Hobart, Defendant Jerome J. Wyse
(hereinafter referred to as Wyse) was present in Court and
represented by Attorney Steven Pace. Defendant City of Iowa City
(hereinafter referred to as City) appeared by Attorney Bruce —�
Walker. All parties presented evidence, and the case was taken
., under submission.
FACTS
In the fall of 1983, Ross was a senior at the University of
Iowa. On October 5, 1983, he was struck by a car driven by Wyse
when he was crossing the Iova Avenue bridge. Ross has sued Wyse
for not maintaining a proper lookout and causing his injuries.
He has also sued the City for not having a reasonably safe
crossing for pedestrians at the vest end of the Iova Avenue
bridge where it meets Riverside Drive. The following diagram
illustrates the geographical area involved in this lawsuit:
I I r
I c) <—'BA)OGE
rA1
NEWTW 98• SOWA AvenLIF s
I N
GD
_ c
—•- — — '— —vr= —
r
cl ,L :E
N
O VGAPAii l
8
-1-
At approximately 2:00 p.m. on October 5, 1983, Wyse was driving
his car in an easterly direction on Newton Road. He stopped for
a red light at the intersection of Newton Road and Riverside
Drive. Ross had been working as a lifeguard at the University of
Iowa Field House and left the Field House to participate in
homecoming activities at the Iowa Memorial Union. He crossed
over the overpass which spans Riverside Drive. At the same time
Wyse was stopped at Riverside Drive, Ross walked down the
sidewalk along the south side of the Iowa Avenue Bridge
approximately 100 to 300 feet. In an effort to get to the north
m i
side of the bridge, he crossed the bridge in a nacthea{t ,?y �•
direction directly in front of Wyse's vehicle. max£ :,'•.
After being stopped at the stoplight at Newton Roa6J r j
rr.d to .J
Riverside, Wyse proceeded east an the green light. He w9t8.,c
traveling at 15 to 25 miles per hour. He was being watchful of
cars and pedestrians. After Wyse passed through the
intersection, Ross ran out in front of him, and Wyse was unable
to stop quickly enough to avoid hitting Ross. Although there was
conflict in the testimony, the Court finds that Ross was not
looking to the east to determine whether or not it was safe to
cross the bridge at the time he did. He was looking in a
northeast direction while heading toward the Union at a hurried
pace.
Ross chose to cross the Iowa Avenue bridge somewhere in the
middle instead of crossing with the traffic lights at the
intersection of Riverside Drive and the Iowa Avenue bridge or at
the intersection of Iowa Avenue and Madison Street. At the time
of this incident, the City had plans under way to renovate the
ZI,.
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ibridge by raking significant structural changes. As a pec[ of
the changes, the City would be able to provide a north/south
walkway underneath the bridge at Riverside Drive. On October 5, .I
1983, the traffic signals at Iowa Avenue and Madison, as well as
Iota Avr as and Riverside, were in place and were operating
i properly. Each of these locations provided a place where a
/ pedestrian could cross with the use of traffic lights. Although
% pedestrians would have to be watchful of traffic turning right ( ,
from Riverside Drive onto Iowa Avenue when crossing with the
green light, pedestrians were protected nonetheless. The
intersecsica of Madison and Iowa Avenue provided pedestoiaa wXk•,'I
r �
lights which stopped the flow of all traffic on a reguieE nasi!• •�-' .—� i�.,
$` ` r i -i
In short, the City had appropriate Signals at two Mpt
5 1
' intersections where Rosa could have crossed Iowa Avenue a6
City was not remiss in providing another method for Pedestrians
to cross the bridge on October 5, 1983. Wyse was not negligent
in this case. He was operating his car at or under the speed
limit, while keeping a proper lookout for traffic and
pedestrians. ROaa was responsible for the accident in this case
because he crossed the Iowa Avenue bridge near the middle of it,
and did n:t look to see that he would be running into the path of
Wyse's car.
i
CONCLUSIONS OF LAW
The burden is on the Plaintiff to prove that one or both of j
i
the Defendants was negligent and that the negligence was a
proximate cause of his injuries. This must be shown by a
preponderance of the evidence. I.R. App. P. 14(f)(8).
i
Negligence is the breach of a legally recognized duty requiring a
I
a.
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L. VERN ROBINSON, Judge, 6th Judicial District
\bOU."\O • �Q CncOS �I �w��
C.
COPIES 7
F7!$ @n . ^,y;; OF flcCC20
10- IS -86 .SD
/S99
person to conform to a certain standard of conduct for the
protection of others against unreasonable risks. Levis v State,
256 N.W. 2d 181, 188 (Iowa 1977). In this case, Wyse had a duty
to keep a proper lookout (Hutchins v LaBarre, 242 Iowa 515, 528,
47 N.Y.. 2d 299, 276 [1951)) and obey the rules of the road. The
i
City had a duty to maintain its streets and walkways for the
/
protection of motorists and pedestrians. As set'out in the
i
/
statement of facts, Wyse maintained a proper lookout before the
traffic accident in this case and was obeying all rules of the
•
road. Wyse was not negligent. The City maintained traffic
control devices on Iowa Avenue where it intersected with
Riverside Drive and Madison Street. The City's duty to provide a
•
reasonably safe manner of travel for pedestrians across the Iowa
'
Avenue bridge was never breached.
Because the Court finds that neither Wyse nor the Ci.ty cgs
`s^ o
negligent, the Court need not discuss the issue of proFMia -
iy
< r
damages.
cavae or
JUDGMENT G - gm IJ
a�r
Based upon the foregoing Findings of Fact and Conclueionai+d[
Law, judgment is entered for the Defendants, Jerome J. Wyse and
City of Iowa City, Iowa, and against the Plaintiff, Randall R.
Rosa. Coats are assessed to the Plaintiff.
Dated this -L day of October, 1986.
L. VERN ROBINSON, Judge, 6th Judicial District
\bOU."\O • �Q CncOS �I �w��
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COPIES 7
F7!$ @n . ^,y;; OF flcCC20
10- IS -86 .SD
/S99
Iowa Department of Transportation
800 Lincoln Way, Ames, IA 50010 515-239-1137
November 11, 1986 Ref. No: 763
i
�d
Mr. Jeff Davidson
Transportation planner nom,
Johnson County Council of Governments WIjJJsj,'i !
410 East Washington2240 Street
IA
Iowa City, IA 52240
Dear Mr. Davidson:
This letter is to confirm the Iowa Transportation Commission's award
of RISE funds to the City of Iowa City for constructing portions of
Scott Boulevard and Heinz Road in southeast Iowa City and to Johnson
County to reconstruct IA 979 ("Local Road") between the east city
limits of Iowa City and Interstate 80. j
The total RISE award for the combined project is for a maximum of
$1,446,542 or 59 percent of the combined project cost, whichever is
less. Out of the total RISE award, $463,174 will come from the city
share of the RISE fund and is to be spent on the Scott Boulevard and
Heinz Road portions of the project; $964,368 will come from the
county share of the RISE fund and is to be spent on the Local Road
portion of the project.
The Transportation Commission has made the total award of $1,446,542
contingent upon the negotiation of a satisfactory transfer of
Jurisdiction agreement. This agreement is necessary in order for
county RISE funds to be spent on IA 979.
The $327,789 in Road Use Tax funding specified in the city and
county's RISE application as a source of matching funds is con-
sidered to be a local responsibility. There is no guarantee that
the county will obtain these funds through its transfer of jurisdic-
tion negotiations. Approval of RISE funding for the project should
in no way be construed to indicate approval of State Road Use Tax
funds for the project. This is a separate issue.
Staff from the DOT Highway Division will be developing an agreement
for your review. No cost reimbursement will be granted for costs
incurred prior to execution of an agreement.
Should project development require certain costs be incurred prior
to execution of the agreement, immediately contact the District
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Mr. Jeff Davidson
November 11, 1986
Page 2
i
Office. Eligibility may be granted for reimbursement of costs
incurred for specific project activities if circumstances warrant
such action and if authorized in advance by the District Engineer.
Please contact our office if you have any auestions concerning the
approval of your project. i
Sincerely,
Don Ward, Director
Office of Advance Planning I "'
Planning and Research Division I}
DW/BAB/cjb
cc: Gerald T. Solbeck, Director
Office of Program Management i
Lowell Richardson, Director i
Office of Local Systems
I .
George Forsyth, Agreement Supervisor
Highway Division ,
Bob Henely, District 6 Engineer
Cedar Rapids �.
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RECEIVEONOV 3 1986
1.
10-30-1986
i
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Iowa City City Council
City Mtgnscnool
9oonwmry,Ixor,.Y %Bill Ambrisco, Mayor
1m City. IA 52240 Civic Center
13191337-2140 410 E. Washington
IDMSCM)l➢tLEM Iowa City, Iowa 52240 '
v,�a�w1 Dear Mr, Ambrisco: I .,
�;�oo`rEw'M:�1 appreciation to the City Council for
Will you please express my app
their recent gift of the Code of Ordinances, City
of Iowa City to our
library. I have had several requests from teachers for this information
and they join me in thanking you for this most welcome gift.
Sincerely,
1
Beverly hat j
Media Director Y �'
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BK: bw
c: Howard Vernon - Principal
Terry Timmons - City Attorney ( ,
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"The School That leads" / 9Q/
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West High School
Jerry L.,a Armani iter. Assistant
Where
Ba•bma Armbruster. Assistant 7r.nc•pal Excellence
Edward O. Hauth. Assistant principal IS A
Julie Ostrander. Athletic Director Tradition
1
October 31, 1956
I
Terry Timmins, City Attorney l_
City of Iowa City, Civic Center '
410 E. Washington
Iowa City, Iowa 52240
' Dear Mr. Timmins,
i.;'.
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This is a note of special thanks to you and to the city administration
for your gift of the Iowa City Code to the West High School Library.
This book will be processed and added to our school library reference
collection. It will be a valuable resource for teachers and students in
Government classes as well as general research.
Thank you again for thinking about us. �^
Sincerely,
I 1`
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Gene Klinstra
I Librarian -I
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cc: Mayor Ambrisco
Jerry Arganbright, Principal
I 2901 Mo- ise A.enue • lora Cay. Iowa 522402799 • Telephone 319-351-4550
SUMMARY
WASTEWATER TREATMENT PROJECT -
STAFF PROJECT MANAGEMENT COMMITTEE MEETING
OCTOBER 14, 1986
STAFF MEMBERS PRESENT: Boren, Brinton, Helling, Schmadeke, Vitosh
OTHERS PRESENT: Loren Leach, Metcalf & Eddy
SUMMARY OF DISCUSSION:
The Committee discussed the selection process used for selecting subcon-
sultants. The decision making process used for this project
inthe lvedcomMetcalf
if &
Eddy, as the Project Management Consultant, presenting
recommendations, highlighting the subconsultant selection procedure and recom-
mending firms to be retained.
The rationale used by Metcalf & Eddy in selecting the subconsultants was dis-
cussed. Questions were raised as to computer compatibility being a criterion.
Computer compatibility is an issue that has to do with the design of the new
plant. Members of the Committee did not feel this was, important for other
aspects of the project. Each of the other consultants listed have good com-
puter programs to accomplish design work. However, compatibility with Metcalf
& Eddy's computer does seem to be important in the plant design area. Also how
the work was divided was discussed. A poi work than they could dd as to
o�ssibly some of
these subconsultants ending up m
The ranking of the firms was discussed. A question was raised as to whether a
firm selected for a particular design package should be eliminated from consid-
ackaes. if the work
ase
on
ided
the s
tfirmfraother bilities, itn eli inates the poss bilitysforvsome local firmsctlo get
into the project.
Metcalf & Eddy explained their approach to design work. They organize the
project, lay out the design basis and conceptualize the work that has to be
done. They also have overall project responsibility. They have to review the
work and make their recommendations on any changes and have to give their stamp
of approval on the project at the end. They also have quality assurance people
looking over the work that is being done by others. The design firms selected
will produce construction documents. These firms will take the information that
theyaneededdpeople that arenacgive tm ad customedrovide dtoiputting out n for hconstruction documents . Metcalf & Eddtin
a timely, efficient manner.
Metcalf & Eddy requested the decision on subconsultants be made as soon as
possible. A resolution authorizing Metcalf & Eddy to negotiate agreements and
enter into contracts with the selected subconsultants will be presented to the
City Council at its meeting on November 4, 1986.
Site selection was briefly discussed. An executive session, regarding the site
selected and acquisition thereof, will be scheduled for October 20, 1986.
Meeting adjourned.
/90x
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SUMMARY
WASTEWATER TREATMENT PROJECT -
STAFF PROJECT MANAGEMENT COMMITTEE MEETING
October 22, 1986
Staff Members Present: Boren, Brinton, Helling, Schmadeke,
Vitosh
Others Present: Loren Leach, Metcalf & Eddy
uMMARY—MilLNUSSIOU; .
he
Thepursuemsiteeselection consistent ewith nT
iscussed site se
theCityo ill
Councilmmittee 's
decision.
The Committee discussed the design Packages and how to break up
the design Packages to allow 40% of the design work to be done by
subconsultants.
Metcalf & Eddy, distributedthe qualificatioewedintervickages they& Eddy
received from the design contacted the design
explained their interview format. They
firms in Iowa City and firms within the 50 -mile radius. The
firms responded with their qualification packages. After
Metcalf & Eddy interviewed the firms
reviewing the packages, they
felt were
rermost qualifwhen contactingasubconsultants& Eddyeforhthewinspection
simi
ar
work.
A question was raised as to progress of the Rundeell Street
Sanitary Sewer By -Pass Project. Metcalf & Eddy
Theycaretated they
dinnthemprocess of areceived one nd
this bid,
from Jeff Maxwell.
bid
uter
A question was
sYraised
as toMetcalfh& Eddylstated they etion of ewere pnearing
del
the
completion of it.
c relations Program was discussed
The development of the publi
briefly.
heir first report "The Basic Project
Metcalf & Eddy distributed t
Development Report".
Meeting adjourned.
/90.2
SUMMARY
WASTEWATER TREATMENT PROJECT
STAFF PROJECT MANAGEMENT COMMITTEE MEETING
OCTOBER 29, 1986
STAFF MEMBERS PRESENT: Helling, Farmer, Boren, Brinton
OTHERS PRESENT: Loren Leach, Metcalf & Eddy
SUMMARY OF DISCUSSION:
The Committee reviewed Metcalf & Eddy recommendations for design project
subconsultants. Discussion ensued regarding specific jobs to be done by j
subconsultants. Metcalf & Eddy will provide a memo addressing this subject
for Committee approval with subsequent referral to Council. It is anticipated
that all design work will be done by April 1, 1987. Metcalf & Eddy indicated
that the engineering subconsultants will be included in the 40% design work
by subconsultants category. Helling asked for clarification on some of
the information provided in Metcalf & Eddy's recommendations. The ranking
system of the qualification packages was discussed. Helling stated that
the Committee should recommend to Council that Council approve Metcalf &
Eddy recommendations regarding negotiating contracts with subconsultants.
Brinton referred to information he had compiled regarding the public relations
program. The Committee discussed issues to be addressed and format. It
was decided that this brochure would target interested citizens who are
seeking information regarding the project. The Committee will review Brinton's {
report and make recommendations as to which information should be presented
in the brochure.
i
Helling asked Metcalf & Eddy to inform the Committee of project timetable
regarding upcoming decisions to be made. Leach stated that between mid-November
and early December Metcalf & Eddy will provide Committee with preliminary
plant design materials and that technical issues will be presented to Committee
as they arise. Metcalf & Eddy requested that they be kept informed of site
selection progress. Discussion followed regarding the status of site selection.
Meeting adjourned.
CITY OF CORALVILLE
CITY OF IOWA CITY - JOHNSON COUNTY
UNITED WAY
FY88 HUMAN SERVICE AGENCY
FUNDING REQUESTS
CONTENTS
PAGE
Agency Hearing Schedule . . . . . . . . . . . . . . . . . . .
. . . . i
Current Local Allocations . . . . . . . . . . . . . . . . . .
. . . . ii 1
Coralville Funding History . . . . . . . . . . . . . . . . .
. . . . iii
Iowa City Funding History . . . . . . . . . . . . . . . . . .
. . . . .iv
Johnson County Funding History . . . . . . . . . . . . . . .
. . . . v
United Way Funding History . . . . . . . . . . . . . . . . .
. . . . vi
United Way Designated Giving
.vii 3 I
Directors' Salary Study . . . . . . . . . . . . . . . . . . .
. . . . viii
Recommended Salary Structure - July, 1984 . . . . . . . . . . .
. . . x
Benefit Point Memorandum . . . . . . . . . . . . . . . . . . .
. . . xi s
Current Benefit Points . . . . . . . . . . . . . . . . . . . .
. . . xii
Using the Budget and Program Information . . . . . . . . . . .
. . . xiii
OBudget
and Program Information by Agency:
Association for Retarded Citizens . . . . . . . . . . . . . .
. . . . 1
i
Big Brothers/Big Sisters (Pals).
22 '
BoyScouts . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . 38
CAHHSA/VNA . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . 514
1
Camp Fire.
54
Community Coordinated Child Care (4 C's) . . . . . . . . . . .
. . . 178
Community Mental Health . . . . . . . . . . . . . . . . . . . .
. . . 404
Crisis Center - Intervention . . . . . . . . . . . . . . . . .
. . . 77
Crisis Center Food Bank (Transient Program) . . . . . . . . . .
i
. . . 92
Dental Services for Indigent Children . . . . . . . . . . . . .
. . . 107
Domestic Violence Project (Spouse Abuse) . . . . . . . . . . .
. . . 117
Elderly Services Agency . . . . . . . . . . . . . . . . . . . .
. . . 139
Emergency Housing Project . . . . . . . . . . . . . . . . . . .
. . . 167
4C's................................178
Free Medical Clinic . . . . . . . . . . . . . . . . . . . . . .
. . . 197
Geriatric Mobile Dental . . . . . . . . . . . . . . . . . . . .
. . . 215
Goodwill . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . 226
HACAP - Hawkeye Area Community Action Program. . . . . .
. . . . . . 248
Handicare. . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . 266
Hillcrest . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . 280
Hospice . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . 294
Independent Living . . . . . . . . . . . . . . . . . . .
. . . . . . 314
Iowana Council of Camp Fire . . . . . . . . . . . . . . .
. . . . . . 54
Legal Services . . . . . . . . . . . . . . . . . . . . .
. . . . . . 327
Lutheran Social Service . . . . . . . . . . . . . . . . .
. . . . . . 342
Mark IV/Willow Creek . . . . . . . . . . . . . . . . . .
. . . . . . 539
Mayor's Youth Employment . . . . . . . . . . . . . . . .
. . . . . . 362
MECCA - Mid -Eastern Council on Chemical Abuse. . . . . .
. . . . . . 384
Mental Health . . . . . . . . . . . . . . . . . . . . . .
. . . . . . 404
Pals - Big Brothers/Big Sisters . . . . . . . . . . . . .
. . . . . . 22
Rape Victim Advocacy Program . . . . . . . . . . . . . .
. . . . . . 424
3
i
Red Cross. . . .
. . . . . . 440
Salvation Army . . . . . . . . . . . . . . . . . . . . .
. . . . . . 461
School Children's Aid . . . . . . . . . . . . . . . . . .
. . . . . . 485
Spouse Abuse - Domestic Violence Project . . . . . . . .
. . . . . . 117
Transient Program - Crisis Center Food Bank . . . . . . .
. . . . . . 92
j
United Action for Youth.
497
Visiting Nurses Association (VNA). . . . . . . . . . . .
. . . . . . 514
Willow Creek/Mark IV . . . . . . . . . . . . . . . . . .
. . . . . . 539
Youth Homes . . . . . . . . . . . . . . . . . . . . . . .
i
. . . . . . 557
i
V
iffir
'wii`E TIME AGENCY
Thurs. 6:30 Training Session
11/20
Mon.
6:30
Orientation
11/24
7:00
United Action for Youth
x x
7:30
Hospice
x x
8:00
Domestic Violence Project
8:30
Crisis Center - Interv.
Thurs.
9:00
Crisis Center Food Bank
Thurs.
6:30
Mental Health Center
12/4
7:00
Visiting Nurses Ass'n
7:30
Free Medical Clinic
Thurs.
8:00
Lutheran Social Service
1/22
8:30
Youth Hanes
Thurs.
6:30
Dental Svs. Children
12/11
7:00
Boy Scouts
7:30
Handicare
8:00
School Children's Aid
Thurs.
6:30
Independent Living
iN18
7:00
Ass'n Retarded Citizens
J
7:30
Willow Creek
8:00
Big Bros./Big Sisters
8:30
Red Cross
9:00
MECCA
Thurs. 6:30 HACAP
1/8
7:00
Elderly Services Agency
x x
7:30
Rape Victim Advocacy
x x
8:00
Mayor's Youth Employment
x x
8:30
Emergency Housing Project
9:00
Wrap-up Gov't Requests
Thurs.
6:30
Salvation Army
1/15
7:00
Goodwill
7:30
Camp Fire
8:00
Geriatric Dental
Thurs.
6:30
Hillcrest
1/22
7:00
4C's
7:30
Legal Services
8:00
United Way Wrap-up
J
REQUESTS
CORAL- IOWA JOHNSON UNITED
PAGE VILLE CITY COUNTY WAY
497
294
117
77
92
404
514
197
342
557
107
38
266
485
314
1
539
22
440
384
248
139
424
362
167
461
226
54
215
280
178
327
x x
x x
x x
x x
x x
x x
x x
x x
X x
x x
Revised 11/18
i
/9d3.
CURRENT LOCAL ALLOCATIONS
/'903
-1
.Johnson
Coralville
County
Iowa City
United Way
Agency
FY87
FY87
FY87
U.W.FY87
Assn. Retarded Citizens
$1,000
546,000
$13,500
Big Bros./Big Sisters
s2,200
511,900
525,300
S10,750
Boy Scouts
59,200
Camp Fire
$4,600
Crisis Center - Interv.
51,400
326,494
68,798
$24,450
Crisis Center Food Bank
6650
59,340
59,340
$12,600
Dental Svs. Children
52,620
Domestic Violence Proj.
$1,500
$13,200
$13,200
$16,600
Elderly Services Agency
$500
$1,750
$28,671
$10,815
Emergency Housing Proj,
4 C's
$6,500
Free Medical Clinic
$39,482
$39,500 .
Geriatric Dental
63,000
Girl Scouts
Goodwill
$36,500
HACAP
$8,000
$2,600
s16,000
Handicare
63,300
Hillcrest
$3,000
Hospice
Independent Living
$5,000
$12,446
Legal Services
512,000
Lutheran Social Svs.
614,000
$11,250
Mayor's Youth Employ.
61,750
$4,000
$30,000
56,000
MECCA
$500
$184,000
$10,000
59,000
Mental Health Center
$388,213
Rape Victim Advocacy
s2,000
$10,350
$10,350
58,092
Red Cross
$2,000
$5,000
51,000
$13,000
Salvation Army
s3,800
School Children's Aid
$3,467
United Action for Youth
$700
$40,000
540,000
$14,500
Visiting Nurses Assn.
$129,216
$45,700
Willow Creek/Mark IV
$3,500
410,250
$20,000
Youth Homes
455,413
----------------------------------------------------------------------
TOTAL
$14,200
$994,858
$189,509
$372,190
"1
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/'903
-1
Agency
Assn. Retarded Citizens
(ARC)
Big Brothers / Big Sisters
(PALS)
Crisis Center - Intervention
Crisis Center Food Bank
(Transient Program)
Domestic Violence Project
(Spouse Abuse)
Elderly Services Agency
Mayor's Youth Employment
Program
MECCA
Rape Victim Advocacy Program
ORed Cross
United Action for Youth
-----------------------------
TOTAL CONTINUATION
New Renuests - Existing Agencies
Emergency Housing Project
Hospice
Independent Living
Willow Creek/Mark IV
TOTAL NEW REQUESTS
------------------
GRAND TOTAL
CITY OF CORALVILLE
HUMAN SERVICE AGENCY FUNDING
FY 86
Funding
Funding
% Increase
Dollar
Percent
FY 86
FY 87
86 to 87
Request
Increase
Increase
$1,500
$1,000
-33.3%
;! $2,000
51,000
100.0%
$2,200
52,200
.0%
„
!! S5,000
S2,800
127.3%
„
$1,400
$1,400
.0%
$1,400
SO
.0%
$650
$650
.0%
;! $650
$0
.0%
„
$1,500
$1,500
.0%
!! $1,600
$100
6.7%
-----
$500
N/A
!; $2,000
$1,500
300.0% j
„
$1,750
$1,750
.0%
!; $2,500
$750
42.9%
$500
$500
.0%
„
!! $5,000
$4,500
900.0%
-----
$2,000
N/A
„
;! $2,000
SO
.0% ;
„
„
$2,000
$2,000
.0%
;! $3,000
$1,000
50.0%
$700
$700
.0%
„
„
;! $1,000
5300
42.9%
--------------------------------------------------------------
$12,200
$14,200
16.4%
;! $26,150
$11,950
8.1.2%
--------------------------------------------------------------
„
i
„
„
I!
!! $1,500
$1,500
N/A
!! $1,500
$1,500
N/A
$288
$288
N/A
!! $500
$500
N/A
------------------------------.
------------------------------
;! $3,788
53,788
0%
--------------------------------------------------------------
$12,200
$14,200
16.4%
;! 529,938
$15,738
110.8%
CITY OF IOWA CITY
HUMAN SERVICE .AGENCY FUNDING
Agency
Funding
FY86
Finding
FY87
% Increase
86 to 87
Basic
Request
FY88
Dollar Percent
Increase Increase
Supplemental
Request
Big Bros./Big Sisters
$24,091
$25,300
5.0%
;;
$25,300
$0
0%
Crisis Center - Interv.
$8,460
58,798
4.0%
;;
$8,798
$0
0%
Crisis Center Food Bank
$8,902
$9,340
4.9%
;;
39,340
$0
0%.;
Domestic Violence Proj.
$12,000
$13,200
10.0%
;;
$13,200
$0
0% 1
Elderly Services Agency
$27,836
$28,671
3.0%
;;
$28,671
$0
0%
36,000
HACAP
$2,277
$2,600
14.2%
;;
$2,600
$0
0%
Mayor's Youth Employment
$29,000
$30,000
3.4%
;;
$30,000
s0
0% ;
MECCA
-----
310,000
N/A
$10,000
$0
0%
$10,000
Rape Victim Advocacy
$9,865
$10,350
4.9%
;;
$10,350
$0
0%
Red Cross
-----
$1,000
N/A
;;
$1,000
$0
0% i
$1,500
United Action for Youth
$38,592
$40,000
3.6%
;;
$40,000
$0
0%
Willow Creek/Mark IV
$9,400
$10,250
9.0%
;;
$10,250
$0
0%
----------
TOTAL AGENCY CONTINUATION $170,423
- ----------------------------------------
$189,509
11.2%
;;
$189,509
$0
0%
617,500
CONTINGENCY
$3,468
$3,790
9.3%
;;
$3,790
$0
0% ;
N/A
-----------
r3TAL CONTINUATION
$173,891
-----------------------------------------
$193,299
11.2%
„
$193,299
$0
0%
$17,500
New Requests - Existing Agencies
;;
$6,000
$6,000
N/A
N/A
Emergency Housing Proj.
$2,500
$2,500
N/A ;
N/A
Hospice
„
--------------------------------------------
-----------
------------------------------
TOTAL NEW REQUESTS
;;
$8,500
$8,500
.0%
N/A
------------------------------------------'-----------
TOTAL CONTINUATION PLUS
$173,891
$193,299
11.2%
;;
$201,799
$8,500
4.4%
517,500
NEW REQUESTS
-----------------
GRAND TOTAL BASIC REQUESTS PLUS SUPPL24BTAL REQUESTS:
$219,299 -- 13.5% INCREASE OVER FY87.
/903
-1
JOHNSON CMNPY
Hl`41;1 SERVICE AG@tiCY Ft'NDING
Funding Funding % Increase Basic Dollar Percent Supplemental
Agency FY86 FY87 86 to 87 Request Increase Increase Request.
Assn. Retarded Citizens
$36,000
$46,000
27.8%
4.9%
';
��
546,000
$11,900
$0
$0
0% )
0%
Big Bros./Big Sisters
$11,340
525,475
511,900
$26'494
4.0%
"
526,494
SO
0%
Crisis Center - Interv.
Food Bank
$8,902
59,340
4.9%
59,340
SO
0%
Crisis Center
Domestic Violence Proj.
$12,000
513,200
10.0%
' ,�
)�
S13,200
51,750
$D
$0
0%
0%
56,000
Elderly Services Agency
51,500
532,444
$1,750
$39,482
16.7%
21.7%
$38;402
$
�
Free Medical Clinic
57,554
58,000
5.9%
;;
0% )
,
HACAP
Independent Living
$3,842
$5,000
30.1%
4.2%
�)
$5 ,
$14,000
$0
$0
0%000
55,372
.Lutheran Social Svs.
$13,436
$3,144
$14,000
$4,000
27.2%
$4,000
0%
$1,500
Mayor's Youth Employ.
$103,000
**$184,000
78.6%
11
5184,000
50
0% )
MECCA
5345,416
$388,213
12.4%
)'
88,213
$$10,350
$0
0%
$33,600
Mental Health Center
Rape Victim Advocacy
$9,865
$10,350
4.9%
;)
$0
$0
0%0%
0% ;
52,000
Red Cross
$4,000
$5,000
t
25.9%
3.9%
;)
55,000
$40,000
$0
0% �
$15,000
United Action for Youth
$38,500
$40,000
ii
Visiting Nurses Assn.
$129,216
5129,216
•�
"
s129,216
so
SO
0%
$10,000
Willow Creek/Mark IV
Willow
$2,600
$3,500
$55,413
34;�
i)
855,400
($13)
0% )
$9,43,
uth Homes
$55,413
---------------------------------------
--------------
TOTAL CONTINUATION
-------- ---------
3843,647
------
$994,858
17.9%
---
;;
------------------------
5994,845
($13)---
0%-,-
$85,909--
----------------------------------------------------
New Requests Existing
Agencies
$6,000
$6,000
N/A
N/A
Emergency Housing Pr0f•48
5pp
$2,500
N/A ;
N/A
Hospice
------------------------------------------------------------
----8,500
---N/A
----N/A
TOTAL NEV REQUESTS
„
-----------------------
-----------------
----------------------------------
OONPINUATICN PLUS
$843,647
---------------------
$994,858
17.9% t:
$1,003,345
$8,487
.9% ;
585,909
TOTAL
NEW REQUESTS
------------------------------------
),
--------------'
GRAND TOTAL BASIC REQUESTS PLUS SUPPLEMENTAL REQUESTS:
$1,089,254 -- 9.5% INCREASE OVER FY87.
S4,0t O0 of United Action Youth's 861ouwas dispensed othem in
June of 1985(duringPY85), Therefore, the nty'sbdgereptsshow
only 534,500 dispensed in FY86.
25
tt The county's plus
budget spthroughshow
ofMfunding CCA from thing ofe Iowa3Deparltmen000
allocation plus 87,325 pas
of Substance Abuse.)
J
UNITED WAY
HUMAN SERVICE AGL'NCY ALLOCATIONS
'1
Agency
Allocated
UWFY86
Allocated % Increase
UWFY87 86 to 87
Request
LNTY88
Dollar
Increase
Percentage
Increase
Assn. Retarded Citizens
$12,000
$13,500
12.5%
;;
$17,000
$3,500
25.9%
Big Bros./Big Sisters
$10,000
$10,750
7.5%
;;
$13,000
$2,250
20.9%
Boy Scouts
$9,200
$9,200
.0%
„
„
$15,001
$5,801
63.1%
Camp Fire
$4,500
$4,600
2.2%
;;
$7,479
$2,879
62.6%
Crisis Center - Interv.
$23,400
$24,450
4.5%
;;
$25,672
$1,222
5.0%
Crisis Center Food Bank
$12,000
$12,600
5.0%
;;
$13,170
$570
•1.5%
Dental Svs. Children
$2,000
$2,620
31.0%
;;
$5,000
$2,380
90.8%
Domestic Violence Proj.
$15,500
$16,600
7.1%
;;
$17,800
$1,200
7.2%
Elderly Services Agency
$10,500
$10,815
3.0%
;;
$15,000
$4,185
38.7%
4 C's
$6,500
$6,500
.0%
;;
$7,000
$500
7.7%
Free Medical Clinic
$35,000
$39,500
12.9%
;;
$39,500
$0
.0%
Geriatric Dental
$2,000
$3,000
50.0%
;;
$2,500
($500)
-16.7%
Girl Scouts
$10,000
$0
-100.0%
;;
$0
$0
, N/A
Goodwill
$35,500
$36,500
2.8%
;;
$40,000
$3,500
9.6%
HACAP/Headstart
$15,000
$16,000
6.7%
;;
$25,000
$9,000
56.3%
Handicare
$500
$3,300
t 560.0%
;;
$2,025
($1,275)
-38.6%
Hillcrest
$1,200
$3,000
150.0%
;;
$6,908
$3,908
130.3%
Independent Living
$11,450 tt
$12,446
8.7%
$16,000
$3,554
28.6%
Legal Services
$9,400
$12,000
27.7%
;;
$19,000
$7,000
58.3% .
Lutheran Social Service
$10,000
$11,250
12.5%
;;
$15,000
$3,750
33.3%
Mayor's Youth Employment
$5,500
$6,000
9.1%
;)
$7,000
$1,000
16.7%
�1 MECCA
$1,000
$9,000
800.0%
;;
$20,000
$11,000
122.2%
Rape Victim Advocacy
$6,000
$8,092
34.9%
;;
$11,000
52,908
35.9%
Red Cross
$12,000
$13,000
8.3%
$18,000
$5,000
38.5%
Salvation Army
$3,000
$3,800
26.7%
;)
$7,500
$3,700
97.4%
School. Children's Aid
$3,000
$3,467
15.6%
;;
$3,700
$233
5.7%
united Action for Youth
$10,500
$14,500
38.1%
;;
$15,500
$1,000
6.9%
Visiting Nurses Assn.
$45,700
$45,700
.0%
$55,700
$10,000
21.9%
Willow Creek/Mark IV
$18,500
$20,000
8.1%
;;
$23,000
$3,000
15.0%
TOTAL CONTINUATION
-------------------------------------------------------------------------------------
$340,850 $372,190
i
i
$91,265
24.5% ;
New Requests - Existing
i
;;
$6,000
TOTAL CONTINUATION
-------------------------------------------------------------------------------------
$340,850 $372,190
9.2% ;;
$463,455
$91,265
24.5% ;
New Requests - Existing
Agencies
;;
$6,000
$6,000
I
N/A '
Emergency Housing Proj.
;;
$15,635
$15,635
N/A
Hospice
Youth Homes
;;
$7,500
$7,500
N/A
„
„
,rofAL NEW RWMT•S
---------------------------------------------------
;;
$29,135
$29,135
N/A
GRAND TOTAL
--------------------------------------------------
$340,850 $372,190
9.2% „
$492,590
$120,400
32.3%
-------------------------------------------------------------------------------------
t LLwICARE - $1,300 original UWFY87 allocation
+ $2,000 mid -year
special funding.
tt INDEPENDENT LIVING -
$11,200 original UWFY86
allocation
+ $250 mid -year funding
Jincrease.
/903
I-)
EN
F
LYITED WAY
DESIGNATED FINDS
Emergency Housing Proj.
4C'S
Free Medical Clinic
Geriatric Dental
Girl Scouts
Goodwill
HACAP/Headstart
Handicare
Hillcrest
Hospice
Independent Living
Iowa C & F Services
Legal Services
Lutheran Social Svs.
Mayor's Youth Employ.
MECCA
Mental Health Assoc.
project HOPE
Rape Victim AdvocaeY
Red Cross
Salvation Army
School Children's Aid
United Action for Youth
United Way
Visiting Nurses Assn.
J Willow rrrek/Mnrk TV
Youth Homes
-----------------------
TOTAL
$414 $562 $998
51,437 $1,709 $1,994
$105 $419 $59
$405 $1,253
$803 $842
$322 $543
5761
$3,054
5483
$615
$244
$1,365
$319
$1,249
$988
$1,016
$1,053
$1,610
$1,470
5260
$437
51,207
$485
51,067
530,879
5663
$101
$3,316
$601
5997
$297
$828
$306
$298
$954
$982
$1,464
$1,892
$1,327
$633
$482
$1,980
$448
$1,467
$39,052
$1,352
$1,356
51,171
3716
$352
$2,999
$562
$521
$403
5727
$481
$694
$684
$418
51,430
$2,226
$1,701
547.5
$353
$6
$2,573
$356
$1,371
340,946
Vii
t
Designated
Designated
Designated
UW FY 85
UW FY 86
UW FY 87
Agency
Assn. Retarded Citizens
3996
$1,160
$810
$1,655
$1,428
$1,430
Big Bros./Big Sisters
$1,220
$1,035
$478
Boy Scouts
C. Int'1. Programs
$257
8128
$1,440
$270
$1,412
$95
Camp Fire
Comm. Mental Health
$107
$30
Crisis Center - Interv.
$1,713
$1,607
$
39385
Crisis Center Food Bank
$578
$497
$502
Dental Svs. Children
Domestic Violence Project
$2,295
$5,351
$2,783
$1,929
Elderly Services Agency
$1,256
82,023
$865
Emergency Housing Proj.
4C'S
Free Medical Clinic
Geriatric Dental
Girl Scouts
Goodwill
HACAP/Headstart
Handicare
Hillcrest
Hospice
Independent Living
Iowa C & F Services
Legal Services
Lutheran Social Svs.
Mayor's Youth Employ.
MECCA
Mental Health Assoc.
project HOPE
Rape Victim AdvocaeY
Red Cross
Salvation Army
School Children's Aid
United Action for Youth
United Way
Visiting Nurses Assn.
J Willow rrrek/Mnrk TV
Youth Homes
-----------------------
TOTAL
$414 $562 $998
51,437 $1,709 $1,994
$105 $419 $59
$405 $1,253
$803 $842
$322 $543
5761
$3,054
5483
$615
$244
$1,365
$319
$1,249
$988
$1,016
$1,053
$1,610
$1,470
5260
$437
51,207
$485
51,067
530,879
5663
$101
$3,316
$601
5997
$297
$828
$306
$298
$954
$982
$1,464
$1,892
$1,327
$633
$482
$1,980
$448
$1,467
$39,052
$1,352
$1,356
51,171
3716
$352
$2,999
$562
$521
$403
5727
$481
$694
$684
$418
51,430
$2,226
$1,701
547.5
$353
$6
$2,573
$356
$1,371
340,946
Vii
t
�J
DIRECTORS' SALARY STUDY
History
During the joint United Way/Iowa City/Johnson County budget hearings con-
ducted during the winter of 1983-84, concerns were raised about extremely low
salaries of many agency Directors. It was felt that these low salaries had
the potential to adversely impact the quality of agency services through
increased turnover, difficulties with recruitment of qualified Directors, and
low staff morale. Concerns also arose about the level of benefits within and
between agencies. The funding bodies directed that a study be conducted of
agency Directors' salaries and of agency benefit packages.
Representatives of the City of Iowa City, Johnson County Board of Supervi-
sors, United Way, agency Boards of Directors, and agency staff met in early
1984 to study agency salaries and benefits. Utilizing the expertise of Anne
Carroll, City of Iowa City Human Relations Director, the Committee reviewed
agency salaries through a process similar to that used in the salary/classi-
fication studies of City of Iowa City employees. Agency Directors submitted
detailed questionnaires describing their jobs for evaluation purposes, and
the agencies were then slotted into five grades, based on their overall
comparability to each other as established through the use of the Hayes/Hill
job evaluation system.
The most difficult aspect of the Committee's work was determining appropriate
salary ranges for each grade. Attempts to survey similar positions in John-
son County and in other Iowa communities yielded insufficient comparable
salary data. The Committee decided to rely instead on information available
through IPMA (International Personnel Management Association). A very con-
servative basis was selected to establish the salary ranges. The committee
used the IPMA position of Social Worker I as comparable to salary grade 1.
This position requires a BA and no experience, which is a level of education,
experience and performance considerably below that expected for a Director of
a human service agency in Johnson County. All other grades were established
as a multiple of that base.
The Committee reported to the City Council of Iowa City, Johnson County Board
of Supervisors and the United Way Board of Directors in July of 1984. It
proposed a method of funding the salary increases necessary to raise many
agencies' Directors to the bottom of their proposed salary ranges. It called
for each local funding body to contribute a portion of the money needed to
raise the salaries of Directors of agencies already supported by that funder.
The amount of a funder's support was to be proportional to that funder's
support for the entire agency. For example: if a salary increase of $500
were necessary to raise an agency Director to the bottom of the proposed
salary range, and if the City of Iowa City were contributing 25% of the total
agency budget, the City was asked to contribute $125 (500 x 25%) to the
salary increase. While the report of the Committee was well received by the
funding bodies, only the City of Iowa City contributed its proposed share to
salary increases. The United Way and Johnson County were both unable to do
SO.
943
i
Current Status
Page x of this book details the Recommended Salary Structure, and each Direc-
tor's current salary. Several factors should be considered in using this
information. 1) The salary ranges were established 2 1/2 years ago, and no
adjustments have been made. 2) The duties of several agency Directors have
changed substantially during that period. In some cases responsibility has
increased to the point where a change in grade is clearly warranted. 3) Many
agency Directors who continue to fall at or below the lowest recommendation
have substantial experience in their jobs and would not be expected to fall
at the bottom of their pay grades. Still, this information remains helpful
in pointing out the most severely underpaid of Johnson County's human service
agency Directors.
Information concerning the Committee's report on benefits can be found on
page xi of this book.
ix
/ 903
f
i
Current Status
Page x of this book details the Recommended Salary Structure, and each Direc-
tor's current salary. Several factors should be considered in using this
information. 1) The salary ranges were established 2 1/2 years ago, and no
adjustments have been made. 2) The duties of several agency Directors have
changed substantially during that period. In some cases responsibility has
increased to the point where a change in grade is clearly warranted. 3) Many
agency Directors who continue to fall at or below the lowest recommendation
have substantial experience in their jobs and would not be expected to fall
at the bottom of their pay grades. Still, this information remains helpful
in pointing out the most severely underpaid of Johnson County's human service
agency Directors.
Information concerning the Committee's report on benefits can be found on
page xi of this book.
ix
/ 903
,�
U
RECOMMENDED SALARY STRUCTURE
JULY, 1984
*Salaries listed above are Directors' actual, current salaries in all cases except
for those Directors who are not paid for full-time work.
Agencies Whose Directors are Paid Actual Full -Time
for Part -Time Work Annual Salary Equivalent
Association for Retarded Citizens $13,797 ,75
4C's (Community Coordinated Child Care) 10,000 .63
Independent Living 7,929 .55
Mayor's Youth Employment Program 22,660 .95
x
1903
Full-time
Recommended
Equivalent of
Grade Agency
Full-time
Salary Range
Director's Current
_Annual Salary*
1 Independent Living
$17,398
- 24,357
$14,416*
4 C's - Community Coordinated
15,873*
Child Care
2 ARC - Association for
$18,790
- 26,306
18,396*
Retarded Citizens
3 Big Brothers/Big Sisters
$20,292
- 28,409
23,592
Free Medical Clinic
15,219
Handicare
Rape Victim Advocacy Program
11,275
Red Cross
20,300
United Action for Youth
19,656
21,190
Willow Creek/Mark IV
16,000
4 Crisis Center
$21,916 -
30,682
21,720
Domestic Violence Project
Elderly Services Agency
19,000
Mayor's Youth Employment
22,000
2
3,853*
Program
United Way
Youth Homes
25,300
28,000
5 Community Mental Health
Goodwill Industries
$24,913 -
37,370
38,433
MECCA
35
VNA - Visiting Nurses
35
,000,782
31,185
Association
*Salaries listed above are Directors' actual, current salaries in all cases except
for those Directors who are not paid for full-time work.
Agencies Whose Directors are Paid Actual Full -Time
for Part -Time Work Annual Salary Equivalent
Association for Retarded Citizens $13,797 ,75
4C's (Community Coordinated Child Care) 10,000 .63
Independent Living 7,929 .55
Mayor's Youth Employment Program 22,660 .95
x
1903
�r _
City of Iowa City
MEMORANDUM
Date: 6/11/84
To: ' Social Services Agencies and Funding Bodies
From: Salary/Benefits Review Committee
Re: Employee Benefits for Social Services Agencies - Recommendations
To promote equity and consistency in the allocation of benefit$ for employees
of Social Service agencies funded by the City of Iowa City, Johnson County and
the United Way of Johnson County, the following are proposed to guide decisions
regarding establishment of the appropriate levels of employee benefit alloca-
tions:
1. Recommended benefit allocations for full-time permanent agency employees
are at minimum 50 benefit oints and should not exceed 60 benefit points.
Benefits may be prora or par -time permanent employees.
2. Benefit point equivalents are as follows. Within the 50-60 point range,
benefits may be selected as determined to be appropriate by each agency.
Benefit Points
I da off
point
1 year single
health
= 12
points
1 year single
+ family health
= 24
points
Life Insurance 1 x annual per year
= 1/2 point
LTD coverage per year
= 1
point
1 year single
dental
= 2
points
1 year single
+ family dental
= 4
points
3. For Salary/Benefit comparison purposes, 1 benefit point = $75.00. Benefit
packages which exceed the 50-60 point range may warrant review of salary
level .
NOTE FOR FY88 FUNDING REQUESTS TO JOHNSON COUNTY, AND THE CITIES OF IOWA CITY
AND CORALVILLE, AND TO UNITED WAY FOR 4/1/87-3/31/88:
The memorandum above included all benefits except retirement. In order for the
funders to gain a more complete understanding of the agencies' benefit pack-
ages, retirement is now included on the budget forms. Using the current IPERS
(Iowa Public Employees Retirement System) employer contribution percentage
(5.75%) together with the range of recommended salaries ($17,398 - $37,370),
the range of benefit points for retirement should be 13 to 29 for agency Direc-
tors. The addition of retirement points would make the recommended range of
benefit points 63-89.
BENEFIT POINT INFORMATION APPEARS ON PAGE 6 OF EACH AGENCY'S BUDGET.
xi
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ID
AGENCY DIRECTORS
CURRENT LEVEL OF BENEFITS
AGENCY BENEFIT POINTS
Independent Living ............................. 21.5
Emergency Housing Project ...................... 24*
4 C's - Community Coordinated Child Care....... 28.75
Handicare...................................... 30
Hospice........................................ 31
Association for Retarded Citizens .............. 32.25
RedCross ...................................... 39.5
Free Medical Clinic ............................ 44.5
Willow Creek/Mark IV ........................... 53
Goodwill ....................................... 57
Camp Fire ...................................... 59
Domestic Violence Project ...................... 60
Elderly Services Agency ........................ 63
HACAP.......................................... 65.5
Youth Homes .................................... 68
CrisisCenter .................................. 69
Hillcrest (Iowa City Residence) ................ 71.5
Mayor's Youth Employment Program ............... 73.5
MECCA.......................................... 73.5
Visiting Nurses Association .................... 75.5
Big Brothers/Big Sisters ....................... 77
Legal Services ................................. 79.5
Rape Victim Advocacy Program ................... 85
Boy Scouts ..................................... 87.5
United Action for Youth ........................ 88.5
Lutheran Social Service ........................ 108.2
Mental Health Center ........................... 109.3
*Room and Board are also provided.
xii
USING THE BUDGET AND PROGRAM INFORMATION
Budget Form 1 includes a summary of agency programs as well as budgetary
in orma on. There is a listing of local funding for last year and the
current year, as well as the agency's request for next year. Note that both
Johnson County and Iowa City have directed that requests for FY88 funding may
not exceed the funding level each agency is receiving for FY87. Budget forms
9 and 10 have been added for use by agencies which, because of extraordinary
need, must request additional funding support from Iowa City or Johnson
County. The local funding figures are based on the funders' calendars (7/1
to 6/30 for governmental funders and 4/1 to 3/31 for United Way). This form
and new budget forms 9 and 10 (for additional requests) are the onl ormsin
the entire oudtet and program pace w c are no ase on the �iv�i
agency's budget year. The agency's budget year is noted in the upper left
corner of this page.
Budget Forms 2-8 provide figures based on the agency's own budgetary year
(calendar, fiscal, federal, etc.). Budget Forms 2-6 include figures for a
three-year period: the past, present and proposed budget year.
Budget Form 2 presents an overview of the agency's finances. Line 1 shows
total funds available; it includes carryover and income. Line 2 is the total
of expenditures; line 3 is the difference between lines 1 and 2. In-kind
support and non-cash assets are also summarized on this page.
13 Bud et form 3 provides a detailed account of the agency's income. Remember
t at h s form is based on the agency's own budget year, not the funders'.
This form includes only cash income, not in-kind. The total of income is on
the last line. Because this form involves a breakdown of proposed income for
next year by program, Budget Form 3a is included by those agencies which have
more than two programs.
Budget Form 4 details cash expenditures with total expenses appearing on the
a1 st Tine. Because this form involves a breakdown of proposed expenses for
next year by program, Budget Form 4a is included by those agencies which have
more than two programs.
Budget Form 5 has four sections:
Salaried Positions: Lists each staff position and the total of all
salaries. Agencies with more than four staff include Budget Form 5a.
Restricted Funds: Lists all monies earmarked for a particular use and
indicates who imposed the restrictions. These funds are detailed on
Budget Forms 7 and 8.
Matching Grants: Shows all matching grants and includes grantor, source
of match, and the formula used.
In -Kind Support Oetail: Itemizes non-cash income.
/ 9e3
9
iir
Budget Form 6 provides information on personnel taxes and benefits as well as
operational policies. It also includes a summary of staff benefit points.
Budget Form 7 details funds whose use has been restricted by the donor.
Bud et Form 8 details funds whose use has been restricted by the agency's
oar o trectors.
Bud et Forms 9 and 10 detail requests for FY88 funding from Johnson County I .
orm or owa t y (form 10) which exceed the funding level which the
agency is currently receiving for FY87. These forms have been used only by
agencies which must request expanded support because of extraordinary need.
Forms 9 and 10 are based on the funders' budget year (July 1, 1987, to June
30, 1988, for both Iowa City and Johnson County).
1
The Agenc Questionnaire includes the agency's history, purpose, program,
man agement—,-5-537i—nen c I ng, in narrative format. I'
The Goals andObjectives section explores the overall purpose of each agency
program. e a s measurable objectives for the coming year with the tasks i.
and resources necessary to accomplish them.
i
1:
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xiv
/?a&
HUMAN SERVICE AGENCY BUDGET FORM DIRECTOR: T J Lea
CITY OF CORALVILLE AGENCY NAME: Association for Retarded
ADDRESS: imnCitizens
of Johnson County
JOHNSON COUNTY CITY OF IOWA CITY PHONE: 351-5017
UNITED WAY OF JOHNSON COUNTY COMPLETED BY: Feldbush, Kiebel, Lea
APPROVED BY BOARD:
CHECK YOUR AGENCY'S BUDGET YEAROn October 1 1986 authorized signatur
date
1/1/87 - 12/31/87 X
4/1/81 - 3/31/88
7/1/87 - 6/30/88
10/1/81 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
I. Family In -Home Support Services - to provide a network of services which enables
mentally retarded children and adults to continue to live at home with their
families. These services include FACT (Family and Child Training), as well as
long-term and short-term respite care.
2. Advocacy - to act on the behalf of the retarded, seeking programs that enhance the
quality of their lives and monitoring existing programs.
3. Legislative Action - to keep the public informed on legislation and govermental
^ rulings which have an impact on the lives of the retarded.
J 4. Nelson Adult Center - to provide a permanent facility for Systems Unlimited adult
day
r.
5. Community oAwareness Nelson toincrease Cthe ecommunity's knowledge of the causes of mental
retardation and the possibilities for prevention; to inform the retarded citizens
of Johnson County and their families of the programs and opportunities available
to them.
6. Community -Programs - to encourage the provision of community programs which provide
special events or activities for the developmentally disabled in -our community
and their families.
7. Vocational Advocacy - to increase employment opportunities for the retarded in our
community, to do job placement, training and follow-up.
Local Funding Summary: 4/1/85 -3 4/1/86 - 44/ 3//86 3/31
I United Way of Johnson County ;,;; ^ai�a^��^ $ 12,000 $
a a a13,500 1$17,
000
FY 86 FY 87 FY 88
City of Iowa City SEES BUDGET $ 0 $ 0 $ 0
Johnson County SEE BUDGET
rut. $36,000 $ 46 000 $ 46,000
City of Coralville
I
$ 1,500 I S 1,000
2,000 1
/9066
E
,�
E'JCSET SU'1! RM
86 1987
AGENCY: Association for Retarded Citizens of
Jnhncnn r ,,ntX
LAST YEAR PROJECTED NEXT YEAR
ACTUAL THIS YEAR BUDGETED
Enter your Agency's Budget Year 1985 19
1. TOTAL OPERATING BUDGET (Total a + b) 130,146 162,431 159,573
4m Ira Iln� 1,
a. Carryover Balance mrrr+am coir 16,930 40,210 17,510
b. Income (Cash) 113,216 122,221 142,063
2. TOTAL EXPENDITURES (Total a + b) 89,936 144,921 147,683
a. Administration 2,810 3,836 4,128
b. Program Total (List programs below) 87,126 141,085 143,555
I. Family In -Home Support Services 6 817 48,900 53,865
2. Advocacy 2 078 3,170 3,360
3. Legislative Action 2 910 3,205 3,312
4 Nelson Adult Center 3 4 42,582 36 604
Community
4,283
6. Community Programs 18,205 19,360 20,524
7. Vocational Advocacy 20,628 19,752 21,607
3. ENDING BALANCE (Subtract 1 - 2) 40,210+ 17,510* 11,890*
4. IN-KIND SUPPORT (Total from Page 5) 21,580 21,580 21,580
5. NON-CASH ASSETS 175,000 175,000 175,000
Notes and comments: * Includes restricted Nelson Adult Center funds (rental income)
and Vocational Advocacy funds.
1985 BREAKDOWN OF ENDING BALANCES 1987
179466 - Johnson County Family In -Home Support funding received in - - 0
November 1985 to be expended in 1986.
13,807 - Building mortgage and repair fund - - - - - - - - - 8,021
3,400 - Vocational Advocacy restricted funds - - - - - - - - 3,400
5,537 - General Operations - - - - - - - - - - - - - - 469
40,210 - Total - - - - - - - - - - - - - - - - - - 11,890
2
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INCOME DETAIL
Kel
J
Association for Retarded
AGEIICY: Citizens of Johnson County
3
3 �9e3
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ACTUAL
LAST YEA
THIS YEAR
PP.OJECTE
BUDGETED
NEXT YE
ADMIN.
PROGRAM
FP,OGRAM
1. Local funding sources(List below
49,500
45,125
64,125
1,800
40,000
1,425
a. Johnson County O' '
+36,000
'31,000
46,000
30,000
b, City of Iowa City^°;
p
0
p
c. United Way'
12,000
13,125
16,125
1,500
9,000
1,325
d. City of Coralville
1,500
1,000
2,000
300
1,000
100
e.
f.
2. $tate,Federai.Foundations(List)
18,323
30,766
23,200
8,500
Johnson County General
a. Allocations
18,323
30,766
23,200
8,500
b.
C.
d.
3. Contributions/Conations
1,957
2,128
2,200
1,700
a. United Way Designated Giving
811
1,428
1,500
1,000
b. Other contributions
1,146
700
700
700
4. Special events(List below)
1,579
850
1,003
400
300
I.C. Striders Hospice
a•Road Race
103
247
400
400
b. Bowlathon
1,128
603
603
300
C. Restaurant Day
348
p
0
Parent Payments 6 Purchase
S. Net sales -services of Service
2,925
4,200
12,400
2 000
6. Net sales -materials
0
0
0
7. Interest income
880
1,100
1.100
100
300
8. Other(List below,including mist.)
38,052
38,052
38,035
50
1 000
a. Membership Dues
1,985
1.985
l 985
1 000
b. Rent - Nelson Adult Center
36,000
36.000
36,000
C. Miscellaneous
67
67
50
50
TOTAL INCOME (Show also on page 2.
line lb)
113,216
122,221
142,063
4,050
50,800
2,725
Note$ dnd comments:" $15,000 of Johnson County funding received during 1985 (column 11
was for expenditure during 1986 (column 2).
3
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Association
for Retarded
AGENCY:
Citizens of
Johnson County
`11CO:^� E�(Continued)
PROGRAM
3
PROGRAM
PROGRAM
PROGRA14
PROGRAM PROGF^'
4
5
6
7 8
1. Local funding sources(List below)
1,400
3,300
16,200
a. Johnson County
16,000
b. City of Iowa City
'
c. United way
1,300
3,000
d. City of Coralviile
i
1
100
300
200
j
e.
2. State,Federai,Foundations(List)
Johnson County General
d.
14,700
14,700
b.
i.
C.
d.
i
3.
Contributions/Donations
a. United Way Designated Giving
500
b. Other contributions
500
4.
Special events(List below)
303
tr ers Hospice
a•Road Race
i
b.06wlathon
303
e,Restaurant Day
5.
Ne*asalls 9aymanis 6 P rchase
lrVIClS of �ervice
3,400
7 000
6.
Net sales -materials
7.
Interest income
700
8.
Other(List below,including mist.
985
36
000
a. Membership Dues
985
b. Rent - Nelson Adult Center
36,000
C. Miscellaneous
TOTAL INCOME (Show also on pane 2,
line lb)
2,688 36,700
3,800
19,
=21,700--1
Notes and comments:
fi�bc
3a
/903
EXPENDITURE DE --AIL
Association for Retarded Citizens
AGENCY:of Johnson County
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
�i
ADMIN.
PROGRAM
1
PROGRAM
2
-t
EXPENDITURE DE --AIL
Association for Retarded Citizens
AGENCY:of Johnson County
4
ai; X943
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
1
PROGRAM
2
1. Salaries
23,197
30,172
37,206
1,872
7,722
1,404
2. Employee benefits & taxes
2,629
2,878
3,701
186
768
140
3. Staff development
130
600
600
100
150
100
4. Professional consultation
200
100
100
S. Publications/Subscriptions
43
43
150
25
6. Dues & Memberships
4,601
4,601
4,601
1,451
7.* Rent
1,800
1,800
1,800
8• Miscellaneous
2
25
25
25
9. Telephone
542
750
750
95
250
30
0. Office supplies b postage
1,020
1,200
1,200
150
350
60
11. Equipment purchase b rental
541
0
0
2.* Nelson Adult Center
Maintenance and repair
2,194
10,000
4,000
13. Printing & publicitvincludes
newsletter
874
1,200
1,200
200
100
75
4. Local transportation
346
600 -
600
5. *Insurance
2,733
4,398
5,000
6. Audit/ Tax Preparation
1,990
200
1,000
1,000
17. *Interest & Principal on
26,416
24,604
24,000
8• Other (specify): Fundraising
298
500
500
500
9' Purchase of Service
18,008
60,500
60,500
44,500
0' Goodtimers
500
250
250
21. Meetings & Awards Picnic
359
500
500
100
22. Grant Pay -back
1,513
0
0
TOTAL EXPENSES (Show also on
page 2,line 2)
89,936
144,921
147,683
4,128
53,865
3,360
Notes and comments: * Lines 7, 12, 15, and 17 are entirely covered by the rental
income from Systems Unlimited for the use of ARC's building
for their adult day program, The Nelson Adult Center.
5
4
ai; X943
EXPENDITI_ 1P_E D� (Continuea)
Association for Retarded Citizens
AGE14C7: of Johnson County
Notes and comments: Lines 7, 12, 15, and 17 are entirely covered by the rental
income from Systems Unlimited for the use of ARC's building
for their adult day program, The Nelson Adult Center.
o
v •� .� 4a /9Q 3
PP.OG;W4 PROGRAM
PROEGRAM
PROGRAM
3 4
581.
Salaries
702 1,404
1,8722.
Employee benefits d taxes
70 140
186
3. Staff development
200
50
4. Professional consultation
100
5. Publications/Subscriptions
25
50
25
25
6. Dues b Memberships
2,100
1,050
7. °'Rent
1,800
8. Miscellaneous
lephone
50 125
25
50
125
fice supplies b postage
40 25
300
100
175
uipment purchase b rentallson
Adult Centerintenance
and repair
4,000
inting 6 publicityludes
W&Prj'ncj*pal
newsletter
25 10
700
40
50al
transportation
600
urance
5,000
it / Tax Preparationerest
6 Pr1'nc11•pal on
8u ildin
24,000
18. Other (SPeCify): Fundraising
19• Purchaseof Service
16,000
20. Goodtimers
250
21. Meetings 6 Awards Picnic
100
100
200
22. Grant Pay -back
TOTAL EXPENSES show l,a on
7Ag4 1. Ian' Z
3,312 36,604
4,283
20,524
21,607
Notes and comments: Lines 7, 12, 15, and 17 are entirely covered by the rental
income from Systems Unlimited for the use of ARC's building
for their adult day program, The Nelson Adult Center.
o
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Association for Retarded
AGENC'fCitizens of Johnson County
estate a ollNtlon of any difference
available and
SALARIED POSITIONS actual salary y Paid
Position Title / Last Name FTE*
Last I This I Next
Year Year Year
Executive Director/ Lea .45 .75 .88
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
CHANGE
7,760
13,797
16,146
0% per
hour
Vocational
Specialist/ Nelson
.75
.75
.75
.f 8 144
1 t:0%
8,217
10,140
per
hour
Vocational
S ecialist Alden
.5
.5
.5
7 293
6,118
6,240
0. per
hour
Respite
Coordinator/Vacant
0
.5
.375
0
2,040
4,680
0% per
hour
Total Salaries Paid 1
37,206
23%
• Full-thr equivalent: 1.0 • roll -esus .s • xav-neet etc. *Position vacant for part of the year
RESTRICTED FUNDS (Complete detail, Forms 7 b 8)
Restricted by: Restricted for:
Nelson Adult Center
Board Building
Vocational Advocacy
Board Continuation
Donor Family Su000rt Propram
369000
36,000
36,000
0%
3,400
3.400
3.400
0%
3,200
3,900
227.
MATCHING GRANTS
Grantor/Matched by:
N/A
IN-KIND SUPPORT DETAIL
Services/Volunteers
20,000
20,000
20,000
Material Goods
500
500
500
Space, utilities, etc.
1,080
1,080
1,080
Other: (Please specify)
I
7
/903
iur neLaruea
AGENCY: Citizens of Johnson County
e—}
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ACTUAL
THIS YEAR
BUDGETED
TAXES AND PERSONNEL
(List Rates for
BENEFITS
Next Year)
LAST YEAR
PROJECTED
NEXT YEAR
2,629
2,878
3,701
TOTAL
FICA
7.15 % x S 37.206
1,659
2 157
2,660
Unemolovment
Como.'
8 % x S24,92
790
187
199
Worker's Comp.
% x S
% x S
S70.15per mo.: 1 indiv.
Retirement
Health Ins.
per mo.: family
180
534
842
Disability Ins.
% x S
I S per month
% x
----Ix S
Life Ins.
Other
How far below the
Salary Study Committee's
recommendation
is your director's salary?
(-28)
(-47)
(-64)
Sick Leave Policy:
Maximum Accrual 72 hours
Months of Operation During Year: 12
12- 3/4days
_ days
per year for years_ to _
per year for year tc
_
Hours of Service: N - F B to 5
Vacation Policy:
Maximum Accrual 60 hours
Holidays:
10- 314 days
per year for years to —
days
per year for year _ to
87 3/4 days per year.
Work Week:
Does your
staff frequently
How do you compensate for overtime?
work more
than they
hours per weekx
were hired for?
time off when pos%�l�]ee
x Yes
No
time and other (specify)
a half pay
DIRECTOR'S POINTS
b RATES STAFF BENEFIT POINTS
Comments:
Retirement
Minimum Maximum
S/Mon.
Health Insurance
_ _
9 S50 Mon.
Disability Ins.
Life Insurance
S /Mon.
= $=Mon.
Dental Ins.
.75E_/Mon.
Vacation Days
7.5 1g 3L40ays
Holidays
6 E 3L40ays
Sick Leave
9 1L3L40ays
POINT TOTAL
32.25 00
e—}
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or
W
OPTIONAL BURG-cT FORM
AGENCY: Association for Retarded Citizens of Johnson County Inoicte
applicable)
OETAIL OF RESTRILiEO FUilDS if
.(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund Family In -Home Support Programs
1. Restricted by: Donors i
2. Source of fund: Parent Payments
J. Purpose for which restricted: Summer Program 6 Family In -Home Support Services �.
4. Are investment earnings available for current unrestricted expenses?
Yes x No If Yes, what amount: i
S. Date when restriction became effective: 1984 i
6. Date when restriction expires: on-going
- 7. Current balance of this fund: .Do
i
B. Name of Restricted Fund
1. Restricted by:
2. Source of fund: i
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses? '
i
Yes -_No If Yes, what amount:
i
S. Date when restriction became effective: 1
6. Date when restriction expires:
7. Current balance of this fund:
C. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Date when restriction expires:
I � '
i 7. Current balance of this fund: 9
7
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AGENCY: Association for Retarded Citizens of Johnson County 0ont2i2ci Budcet Form
DETAIL OF BOARD DESIGNATED RESERVES if applicable)
(For Funds Which Are Not Donor Restricted)
A. Name of Board Designated Reserve: Nelson Adult center Building Funds
1. Date of board meeting at which designation was made: February 13, 1980
i'
2. Source of funds: Rent from lease of building to Systems Unlimited Inc.
3. Purpose for which designated: Mortgage payments, building upkeep and improvements
,
for the Nelson Adult Center Building.
i
4. Are the investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount:
5. Date board designatiorr became effective% February 13, 1980 expires:Not Designated
6. Current balance of this fund: On September 1, 1986 $14,406
B. Name of Board Designated Reserve: Vocational Advocacy Program Continuation j
1. Date of board meeting at which designation was made: October 3, 1984
,
2. Source of funds: Emergency Services Softball Game Fundraiser l
3. Purpose for which designated: To continue ARC/JC's Vocational program if current
ri
funding ends.
4. Are the investment earnings available for current unrestricted expenses:
i
Yes x No If Yes, what amount:
5. Date board designation became effective: October 3, 1984 expires: Not Designated
G• Current balance of this fund: on September 1 1986 $3,400
C. Name of Board Designated Reserve:
1. Date of board meeting at which designation was made:
i
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
iYes No If Yes, what amount:
5. Date board designation' became effective: expires;
6. Current balance of this fund:
10
8
/903
Association for Retarded
Agency: Citizens of Johnson County
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
Throughout its 29 year history, ARC/JC has acted as an advocate for the rights of
retarded citizens. When the notice appeared in the Iowa City Press Citizen over 29
years ago asking persons interested in the welfare of the retarded to come to a
meeting, Johnson County had no educational, recreational, vocational or residential
programs for retarded individuals. Johnson County in 1986 has programs, some model,
in all four areas. The ARC/JC has been instrumental in creating these programs, and
in advocating for programs which provide the retarded with services nondisabled people
take for granted.
Over the years, ARC/JC has worked to ensure that adequate services were provided for
the mentally retarded. Many services which ARC/JCdeveloped now exist as separate
entities. The Special Education program and Goodwill Industries of Southeast Iowa
were nurtured by ARC/JC. In 1970, ARC/JC members began discussing possible alternatives
to institutionalization. In June 1971, Systems Unlimited, Inc. (SUI) was founded by
,r-1 seven members of ARC/JC who had been charged with the responsibility for making resi-
0 dential services available on the community level. Special Populations Involvement
(SPI) came about because of cooperative planning, begun in 1959, between the Iowa City
Recreation Department and ARC/JC for the recreational needs of the mentally retarded.
Current programs include Family In -Home Support Services, Advocacy, Community Programs,
Legislative Action, Community Awareness, Nelson Adult Center, and Vocational Advocacy.
Descriptions of these programs can be found on the cover page of this application.
Renovation of the Nelson Adult Center (NAC) was completed last year. In 1984 ARC/JC
received Community Development Block Grant Funds to enable NAC to fully utilize both
floors of the building. Our Vocational Advocacy program is completing its third
successful year with funding secured through June 1987. Thus far in 1986, six individuals
have been placed, bringing the total to ten individuals working in part-time competitive
employment in the community. Without this program, those individuals would have remained
in a sheltered workshop or adult activity center. We are also working with a coalition
of Vocational Providers in Johnson County. The goal of this group is to fill the gaps
that exist in vocational services to meet the needs of our/clients. We are continually
seeking creative answers to the high unemployment problem that affects individuals
with mental retardation.
This was the second year ARC/JC administered Summer Program financial support for
children in the community, a service previously provided by the Department of Human
Services. ARC/JC is also expanding its Family In -Home Support Services program in
order to provide increased and improved support for families which include a mentally
retarded member living at home. Quality short-term and long-term respite care is a
key component in maintaining a family member with mental retardation in the home.
.J
P-1
11
/949
Association for Retarded
Citizens of Johnson County
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
1. To provide services, support, and advocacy for the retarded citizens
of Johnson County and their families.
2. To eliminate inappropriate institutionalization.
3. To reduce the incidence of mental retardation.
B. Program Name(s) with a Brief Description of each:
1. Family In -Home Support Services
2.Advocacy
3. Legislative Action i.
4. Nelson Adult Center i-
5. Community Awareness
6. Community Programs
7. Vocational Advocacy I.
(See budget Cover Page for descriptions.)
iC. Tell us what you need funding for.
., Funding is being sought to continue the Summer Program for community children, !
to increase In -Home Support Services to families in Johnson County, and to ;.,.�.
expand the director's position from .75 to .88 to provide these services. The
funding will also be used to maintain current programs.
I
D. Management:
� - 1. Does each professional staff person have a written job description: !'
Yes v No
2. Is the agency Director's performance evaluated at least yearly?
Yes x No By whom? Hoard President = '
r
E. Finances:
1
i
1. Are there fees for any of your services?
Yes x No
a) If "yes", under what circumstances?
Family In -Home Support Services and Summer Program involve a parent
payment based upon a income.
b) Are they flat sliding x p
v
P-2 12
/ 903
F
Association for Retarded
Citizens of Johnson County
c) Please discuss your agency's fund raising efforts, if applicable.
We participate in the Striders Hospice Road Races for United Way
agencies, we sponsor a Bowl -Over -Your -Average contest for league
bowlers, and we have a membership campaign.
F. Program/Services:
i
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 7,405 Year 1985 ! C-
b) Unduplicated Count 3,014
2. How many residents of Iowa City did your agency serve during
your last completed budget year? j
�i a) Duplicated Count 4,898
b) Unduplicated Count 1,959
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 760
b) Unduplicated Count 304
4. How many units of service did your agency provide to Johnson i
County residents last year? 25,123
I
5. Please define your units of service.
1. Family In -Home Support hours.
2. Vocational Advocacy training 6 -
follow-up hours.
3. Summer Program participants.
4. Mothers' Croup attendees.
5. Meeting 6 workshop attendees.
6. Days of work activity (NAC).
7. Newsletter.
8. Participants in Community Prog.
9. Hours of Advocacy.
P-3 13
j . �z�'�% /9e.3
�I
Association for Retarded
Citizens of Johnson County
6. In what ways are you planning for the needs of your service
population in the next 5 years?
We are expanding our In -Home Services to meet the needs of retarded
citizens and their families. For many people who are mentally retarded,
the best living situation is to remain at home with their families; this
is also the least costly option for the community.. Families with a
mentally retarded member living at home need a range of high quality
dependable support services including respite and emergency care.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
ARC/JC is an agency with many different programs and projects but with only
limited staff time; therefore it is necessary to rely on volunteers to
carry out much of the work. The development of a broad base of support
is necessary and will continue to be a focus of the agency. We are also
concerned about developing a stable funding base for our Vocational
Advocacy program.
8. List complaints about your services of which you are aware.
The ARC/JC respite care providers list is inadequate to meet the needs
of families requiring support services. The respite care program
demands more coordination than has been possible because of limited
staff time.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
Our Vocational Advocacy program has a waiting list, but we do not see
a solution to this problem in the immediate future. This is an extremely
staff -intensive service, and in order for the waiting list to be reduced,
the program's staffing would have to be increased.
How many people are currently on your waiting list? 13
10. In what way are your agency's services publicized?
1. Newsletter.
2. Send home information through schools.
3. Local media.
4. Human Service Directories.
5. Public speaking (clubs, schools,churches)
6. Brochures. P-4 14
7. Word of mouth.
�,d@, • �qo3
irr
J
Association for Retarded
Citizens of Johnson County
FAMILY IN-HOME SUPPORT SERVICES
Goal: To provide a network of services which enables mentally retarded children
and adults to continue to live at home with their families. These services
include FACT (Family and Child Training), as well as long-term and short-
term respite care.
Objective A: In 1987, to provide financial assistance, based upon a sliding fee
scale, to families using the respite care program.
Task: 1) Continue public awareness activities through schools and
media to increase usage.
2) Monitor procedures to ensure quick payment of vouchers.
3) Issue reports when necessary to users so they are aware
of remaining number of hours or days.
Objective B: Maintain an up-to-date list of screened care -providers.
Task: 1) Recruit providers in Johnson County.
2) Study alternative methods of obtaining names of care -
providers.
3) Have care -providers complete a questionaire about avail-
ability, services they could provide, past experiences,
and special skills. .
4) Interview each care -provider.
5) Have each care -provider undergo a Bureau of Criminal
Investigation (BCI) check.
6) Check two references of each care -provider.
7) Have parents complete an evaluation form for each of
the care -providers they have used from the list.
8) Conduct in -services for the care -providers.
Objective C: Match parents and care -providers on an on-going basis.
Task: 1) Interview parents to assess their needs.
2) Match parentsineeds to available care -provider.
3) Keep records of the services provided.
4) Keep scheduling records.
Objective D: In 1987, continue to investigate additional care needs of parents,
and ways that the Family In -Home Support Services program should be
improved to better meet the needs of users and potential users.
Task: 1) Investigate drop-in respite care programs.
15
� 9e3
Association for Retarded
Citizens of Johnson County
FAMILY IN-HOME SUPPORT SERVICES CONTINUED:
2) Investigate respite programs for after school and _
school holidays.
Objective E: To provide financial assistance to families using FACT services.
Task: 1) Secure funding for this program.
2) Transfer appropriate families from DHS caseload to ARC/JC.
3) Maintain cooperation with the FACT program.
4) Continue parent payment portion based upon a sliding fee
scale.
Resources Needed to Accomplish Program Tasks:
1) Financial resources to cover the costs of salaries, in-home services
(FACT and respite care), and other program expenses.
2) Respite Coordinator to recruit care -providers, sign-up families, and
coordinate the program.
3) Administrative staff time to oversee the entire program.
4) Volunteer treasurer to pay vouchers and other bills.
5) Brochures to increase public awareness.
6) Telephone to make matches, provide information and answer questions
about the program.
Cost of program: $53,865
ADVOCACY PROGRAM
Goal: To act on behalf of the retarded, seeking programs that enhance the quality
of their lives and monitoring existing programs.
Objective At Through the Special Education Advisory Committee monitor the programs
and services available in the Special Education classrooms.
Taskt 1) Attend meetings which study the following topics: Support
services, communication with parents, intergration, Special
Olympics, and transportation.
i 2) Investigate any other concerns brought to the Special
!� Education Advisory Committee.
Objective D: Handle, on a case by case basis, requests for services from individuals
or groups within the county.
Resources Needed to Accomplish Program Taskst
�i
1) Staff time to coordinate activities of volunteers and carry out directives.
16
Association for Retarded
Citizens of Johnson County
ADVOCACY PROGRAM CONTINUED:
2) Volunteer representatives to serve on Special Education Advisory Committee.
3) Acquisitions for ARC/JC library to help parents have sources of information.
4) Necessary office supplies to carry out program.
Cost of program: $3,360
LEGISLATIVE ACTION
Goal: To keep the public informed on legislation and govermental rulings which have
an impact on the lives of the retarded.
Objective As Inform membership on a regular basis of Action Alerts sent by ARC/Iowa
and ARC/US.
Task: 1) Maintain Govermental Affairs Committee.
2) Provide information and letter writing materials at meetings
when necessary.
Objective B: Educate members on the issues and how to lobby govermental officials.
Task: 1) Send at least three representatives to the Governmental
^ Affairs Workshop put on by ARC/Iowa.
fJ 2) Print Governmental Affairs articles in Newsletter.
3) Support ARC/US and ARC/Iowa programs.
Resources Needed to Accomplish Program Tasks:
1) Staff time to coordinate activities of volunteers.
2) Volunteers to serve on Governmental Affairs Committee.
3) Newsletter.
4) State and National publications.
5) Office supplies to carry out the program.
Cost of programs $3,312
NELSON ADULT CENTER
Goals To provide a permanent facility for the Nelson Adult Center.
Objective As In 1987, start joint planning with Systems Unlimited to discuss
future space needs of the Nelson Adult Center.
J Task: 1) Form a joint committee with Systems Unlimited.
2) Survey the space needs of Systems Unlimited Inc. and ARC/JC.
��� 17
NELSON ADULT CENTER CONTINUED:
Objective B:' Provide all aspects of building management.
F, Resources Needed to Accomplish Program Tasks:
Association for Retarded
Citizens of Johnson County
1) Staff time to manage the building and to oversee any repair projects.
2) Volunteers to serve on the Building Committee, and the Joint Planning
Sub -committee.
3) Rent income to continue paying mortgage on building.
4) Maintain building insurance.
5) Office supplies necessary to carry out the program.
Cost of program: $36,604
COMMUNITY AWARENESS
Goal: To increase the community's knowledge of the causes of mental retardation
and the possibilities for prevention; to inform the retarded citizens of
Johnson County and their families of the programs and opportunities avail-
able to them.
Objective A: Reimplement Prevention Program developed by ARC/Iowa.
Task: 1) Finalize the broad based committee which will.adapt the
program to local community.
2) Obtain financial sponsorship for newborn kits to be
distributed in local hospitals.
G
3) Train speakers' bureau to present programs to local schools
and local youth groups.
4) Develop media campaign to inform the public.
Objective B: Utilize local media to publicize membership meetings, programs, and
special events.
Task: 1) Notify newspaper and radio of General Membership Meetings.
2) Participate in marketing campaigns of State and National ARC.
Objective C: Publish newsletter at least eight times during the calendar year.
Task: 1) Collect information for newsletter, organize it, and edit
when necessary.
2) Prepare original copy of newsletter and deliver to printer.
3) Take sorted newsletter to post office for mailing.
Objective D: To provide information and referral to an estimated 800 people who 1 i
will call the ARC/JC during 1987.
/9Q3
18
A
Association for Retarded
Citizens of Johnson County
COMMUNITY AWARENESS CONTINUED:
i
Task: 1) Maintain consistent office hours.
2) Maintain up-to-date information on services available
within the community.
3) Continue use of phone answering machine to record messages.
Resources Needed to Accomplish Program Tasks:
1) Staff time to provide information and referral and to coordinate activities
of volunteers.
2), Maintain volunteers for Prevention Committee.
3) Sponsor for Newborn Kits.
4) Volunteer to serve as Newsletter Editor.
5) Volunteers for Speakers' Bureau.
6) Telephone and office supplies to carry out programs.
Cost of program: $4,283 (includes State and National Dues)
COMMUNITY PROGRAMS
Goal: To encourage the provision of community programs which provide special events
or activities for the developmentally disabled in our community and their
families.
Objective A:, Friends' Program
Task: 1) Work with Special Populations Involvement Program of Iowa
•- City Parks and Recreation to coordinate volunteer recruiting,
training and group activities for participants.
2) Provide follow-up with parents or guardians of developmentally
disabled individuals participating in the program.
Objective B: Mothers'/ParentslGroup
Task: 1) Develop a community awareness campaign to ensure that
parents who. would like to participate are aware of the
program.
2) .Work with Grant Wood AEA in development of program topics.
3) Provide general support for the program.
Objective C: Summer Program
Task: 1) Work with Systems Unlimited Inc. in developing resources
to meet the needs of the program.
J
2) Work with Iowa City Community School District in the
development of resources to improve the program. 19
-7
Association for Retarded
Citizens of Johnson County
COMMUNITY PROGRAMS CONTINUED: �--
3) Provide information on program to parents of school aged
children.
4) Coordinate transportation for community children.
5) Collect fees from parents and forward, together with
county funding, to SUI and transportation providers to
cover the costs of participation for community children.
Objective D: Sports' Day �.
i
Task: 1) Provide volunteers to work on committee.
Objective E: Special Olympics
Task: 1) Provide volunteers.
Objective F: Goodtimers f
I
Task: 1) Provide donation.
Resources Needed to Accomplish Program Tasks: '
1) Staff time to work with cooperating agencies in the develpoment of programs.
2) Volunteers to serve as Chairpersons of Friends and Mothers '/Parents'Cro''"1
3) Staff and volunteer time to work on the development of Sumner Program.
4) Staff time to work on the administration of Summer Program. j
5) Financial resources to cover costs of salaries, Summer Program participation
transportation to Summer Program, donations, and other program expenses.
Cost of program: $20,524 ($16,000 is to cover the cost of Summer Program) tiI-
VOCATIONAL ADVOCACY �
Goal: To increase employment opportunities for the retarded in Johnson County, to
I..
do job placement, training, and follow-up services.
Task: 1) Increase the employment opportunities for the mentally
retarded in our county by job site development.
2) Facilitate the placement of handicapped individuals in -
these jobs.
3) Provide training and services to employee and employer.
4) Provide follow-up services to increase the likelihood that
the individuals placed in these positions will retain them
20
F
Association for Retarded
Citizens of Johnson County
-1
VOCATIONAL ADVOCACY CONTINUED:
1
Resources Needed to Accomplish Program
Tasks:
1) Vocational Specialists to do
job development, training, and follow-up.
2) Administrative staff time to
oversee the entire program.
3) Financial resources to cover
costs of salaries, and other
program expenses.
-
4) Necessary office supplies to
carry out program.
'
. Cost of program: $21,607 (funding through June 1987)
..
lir..
r
i
i
i
J
21
CoQ
ya3
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR: Margaret Passeri
AGENCY NAME: BB/BS of Johnson Co,
ADDRESS: 3149 Hwy 218 S. Iowa City
PHONE: (319) 337-2145
COMPLETED BY: Mar aret Passeri
APPROVED BY BOARD:
CHECK YOUR AGENCY'S BUDGET YEAR on 10/2/86 u riZ^ St nature
I/l/87 - 12 date j, -
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Big
Big Brothers/Big Sisters is a preventative program for high risk children of single -
parent families. Through Big Brothers/Big Sisters of Johnson County, six to four-
teen year old youth from single -parent families are matched with adult volunteers
for long-term one-to-one friendships.
The goal of the Big Brothers/Big Sisters Program is to provide supplemental oppor-
tunities for social, emotional, mental and physical development of children from
single -parent families. The adult volunteer and child meet on a weekly basis to
share interests and participate in activities.. The professional casework staff
orients, interviews, screens and meets regularly with each person in the match:
volunteer, parent, and child. The staff also provides encouragement and support
to the single parent families involved in the program.
Big Brothers/Big Sisters is a youth program of the Johnson County Extension Service
and is affiliated with Big Brothers/Big Sisters of America.
Local Funding Summary:
United Way of Johnson County
City of Iowa City
Johnson County
City of Coralville
not
v/i/tlb - 4/1/86 -
3/31/86 3/3
S 10,000 S 10,750
FY 86 FY 87
S 24,091 TS 25,300
?ucas r
IS 11,340 S 11,900
S 2,200 S 2,200
1
E13
3/31/88
000
FY 88
§ 11,900
=$55,000
22
/9103
I
AGENCY: Big Brothers/Big Sisters
EUCGET SUJIMARY
Enter your Agency's Budget Year
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
FY 88
FY 86
FY 87
1. TOTAL OPERATING BUDGET (Total a + b)
a," fm 1,"a =•
a. Carryover Balance Paa+aw nl�
86,130
11,079
92,718
10,918
99,393
8,293
b. Income (Cash)
2. TOTAL EXPENDITURES (Total a + b).
75,051
75,212
81,800
84,425
91,100
93,297
A. Administration *
16,547
18,574
19,592
b. Program Total Big Brothers/Big Sister
Big Brothers/Big Sisters
58,665
58,665
65,851
65,851
73,705
73,705
3. ENDING BALANCE (Subtract 1 - 2) 10,918 8,293 6,096
4. IN-KIND SUPPORT (Total from PAR& 51 187,943 208,910 241,833
S. NON-CASH ASSETS
Notes and comments: Administrative Costs are based on timesheets reflecting that 73.5%
of the 0costtin'FYt86eand 87rwasl22%dofntherbudget. Using
anticipatedato beadminis-
isthis
is 21%
trative
in FY 88.
L 2 23
�qo3
INCOME DETAIL
FY 86 FY 87
pl)&y: Big Brothers/Big Sisters
3
24 ,
/903
ACTUAL
LAST YEA
THIS YEAR
PROJECTE
BUDGETED
NEXT YE
ADMIN.
FY 88
PROGRAM
1
PROGRAM
2_
1. Local funding sources(List below
47,814
50,717
55,350
11,623
43,727
a. Johnson County
11,340
11,900
11,900
2,499
9,401
b. City of Iowa Gity
24,091
25,300
25,300
5,313
19,987
t,United Way
10,183
11,317
13,150
2,761
10,389
d. City of Coralville
:.2,200
2,200
5,000
1,050
3,950
e.
f.
2. State,Federal,Foundations(List)
a.
b.
C.
d.
3. Contributions/Donations
4,824
5,083
7,750
1,628
6,122
a. United Way Designated Giving
1,543
1,083
1,750
368
1,382
b. Other contributions/Advocate
3,281
4,000
6,000
1,260
4,740
4. Special events(List below)
21,944
25,600
27,600
5,796
21,804
I.C. Striders Hospice
a•Road Race
555
600
600
126
474
b. Bowl -for -Kids -Sake
21,389
25,000
27,000
5,670
21,330
C.
S. Net sales -services
6. Net sales -materials
7. Interest income
469
400
400
84
316
8. Other(List below,including misc.)
a.
b.
c.
TOTAL INCOME (Show also on page 2,
line Ib)
75,051
81,800
91,100
19,131
71,969
Notes and comments:
3
24 ,
/903
V
'J
EXPENDITURE DETAIL
AGE14CY: Big Brothers/Big Sisters
FY A6 FY A7 FY AA
4 25
ACTUAL
LAST YEAR
TN IS YEAR
PROJECTED
BUDGETED
NEXT YEAR
FY 88
ADMIN,
PROGRAM
1
PROGRAM
2
1. Salaries
56,980
60,604
66,.140
13,889
52,251
2. Employee benefits b taxes
9,099
10,299
11,457
2,406
9,051
3. Staff development
681
1,600
1,700
357
1,343
4. Professional consultation
5. Publications/Subscriptions
6. Dues b Memberships 8B/BSA
1,752
2,200
2,500
525
1,975
7. Rent
8. Utilities
9. Telephone
0
750
800
168
632
0. Office supplies postag
719
750
850
179
671
I. Equipment purchase 6 rental
2. -Equipment/Office maintenance
3. Printing b publicity
261
300
350
73
277
4. Local transportation
1,583
2,250
2,500
525
1,975
5. Insurance
1,151 1
1,222
2,000
420
1,580
6• Audit
0
500
500
105
395
7. Interest
8• Other (specify): Contingency
168
300
300
63
237
9. Vol.Trg./Group Activities
624
650
700
147
553
W. Fundraising
2,194
3,000
3,500
735
2,765
21.
22.
TOTAL EXPENSES (Show also on
page 2,iine 2)
75,212
84,425
93,297
19,592
73,705
Notes and comments:
4 25
AGENCY: Big Brothers/Big Sisters
°^r ^ «•^c. LHSI YEAR THIS YEAR NEXT YEAR SALARIED POSITIONS �«u:M,:lory mulloaryirii1i0le+^" ACTUAL PROJECTED %
BUDGET CHANGE
Position Title / Last Name FTE*
Last I This I Next
Year Year Year
See Page 5a
Total Salaries Paid 3.0 3.25 3.25 56,980 60,604 66,140 9%**
•Full-t1r pulwlMt: 1.0 • r°l l.el.; .s • wlr-ela; .«. **The addition of .25 FTE is planned for Jan '87
Percentage of increase for current em to ees is '.
RESTRICTED FUNDS (Complete detail, Forms 7 d 8
Restricted by: Restricted for:
MATCHING GRANTS
Grantor/Matched by:
IN-KIND SUPPORT DETAIL
Volunteers:
Services/Volunteers S6.50/hr, 4 hrs per A
(134 Vol.)
163,488
(150 Vol.)
187,200
(175 Vol.)
218,400
Material Goods Office Supplies
1,074
1,323
1,390
Space, utilities, etc. Rent
5,859
4,978
5,075
Other: (Please specify)Secretarial
Communications
Equipment/Reggpairs
8,969
2,078
1 044
9,371
2,660
470
10,540
2,793
54
ProjectcAct./printin
350
400
450
Staff Support
1,056
1,140
1,260
E
TOTAL: 187,943 208,910 241,833
5 26
AGENCY; BIG BROTHERS/BIG SISTERS
Attecn eaplanaaian of any difference aecreen
annual. salary arailaala and actual celery paid
SALARIED POSITIONS
Position Title / Last Name FTE*
Last This Next
Year Year Year
Exec. Director, Passeri 1.0 1.0 1.0
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
r
CHANGE
22 568
23.592
24,772 -
5.0
Caseworker A, Kromninga
Caseworker 8, Huey
.5
1.0
.5
1.0
.5
1.0
9,127
16,962
9,540
16,195
10,017
17,Q,05
5,0
5.0
Caseworker C, Mabee
.5
.5
.5
8,323
8,892
9,337
5.0
Caseworker 0, *
0
.25
.25
0
2,385
5,009
5.0 It
3.0 3.25 3.25
Full-time equivalent
1.0 ce Full-time; .5 • Half-time; etc.
56,980
60,604
66,140
9%
*Caeawnrlear
n w 11 De
dQUt1u iyno
'"**Increase in base rate. 27
/9a3
BENEFIT DETAIL
TAXES AND PERSONNEL BENEFITS
(List Rates for Next Year)
TOTAL
FICA 7.05/7.15% % x S
Unemolovment Comp.- % x S
Worker's Comp. % x 5
Retirement IPERS ; 5.75 % x S
60=86, _ _r monaiv.
Health lnsMed Dental S ' Pe mo.; family
Disability Ins. % x 5
Life Ins. I f per month
Other % x
%x s
How far below the Salary Study Committee's
recommendation is your director's salary?
AGENCY: Big Brothers/Big Sisters
ACTUALI THIS YEAR I BUDGETED
acr vrno ----_
9,099 1 10,299 1 11,457
4,046 4,333 4,729
3,211 3,485 3,803
1,842 2,481 2,925
WithhinI Withhin I Within
Ran a Range Range
I * Sick Leave Policy: Maximum Accrual NA hours Months of Operation During Year: 12
12 days per year for years 0 to END
days per year for year_ to _— Hours of Service: 8-12: 1-5
* Vacation Policy: Maximum Accrual 240 hours Holidays: Consistent with ISU Extensio
24 days per year for Director .
I8 days per year for asewor ers 9 days per year. Policy
Work Week:
Does your staff frequently
work more hours per week
than they were hired for?
X Yes No
How do you compensate for overtime?
time off none
time and X other (specify)
a half pay
Salary & Vacation Days
DIRECTOR'S POINTS & RATES
STAFF BENEFIT POIN'
Retirement
18 $113 /Mon.
Minimum
Maximum
Health Insurance
12 f 42 fMon.
—6L
12
Disability Ins.
lTA— fNA Mon.
�7C -
ry7�
Life Insurance
f�Mon.
Nq
'�—
Dental Ins.
f�Mon.
Vacation Days
24 Days
9
lg
Holidays
o _9 Days
Sick Leave
12 _12 Days
'
12
POINT TOTAL
77
33.5
67
Vacation days acrue at the rate of 2 days per mo. f
per mo. for Caseworkers. Sick Leaveacrues
earned vacation
is paid; Sick leave is not
@t rate
pdid.
r and at the ra
per mo. At time
resignation,
28
/9oj
APPENDIX A
Big Brothers/Big Sisters of Johnson County
FY 86 - Johnson County Service
MATCHES' .
j
Intake Training
-b
Evaluation
Education, Support
and
Prematc
and Match
Termination
Child', -,
131 @
8
hrs
= 1048
hrs/yr
9 hrs = 1179
hrs/yr
Unduplicated Count
- 386
Parent
121 @
9
hrs
= 1089
hrs/yr
9 hrs = 1089
hrs/yr
Duplicated Count
- 396
Volunteer
134 @
14
hrs
= 1876
hrs/yr
13 hrs = 1742
hrs/yr
(Hrs/yr
- 8,023)
386
4013.hrs/yr
4010
hrs/yr
WAITING LIST,
ACTIVE:
;Intake; Training
b
Evaluation
Education 8 Support
Child
25 @
6
hrs =
150
hrs/yr
1 hr = 25
hrs/yr
Unduplicated Count
- 48
Parent
'23 @
6
hrs =
138
hrs/yr
1 hr = 23
hrs/yr
Duplicated Count
- 50
I' >
1
48
288
hrs/yr
48
hrs/yr
(Hrs/yr
- 336)
'
WAITING LIST,
1N PROCESS:
`.
Intake &Training
Child
41 @
3
hrs =
123
hrs/yr
Unduplicated Count
- 81
Parent
40 @
3
hrs =
120
hrs/yr
Duplicated Count
- 82
81
143
hrs/yr
(Hrs/yr
- 143
'
Total Unduplicated Count
- 515
Total Duplicated Count
- 528
(Total Hrs/yr
-)
o
N
�
I
—
of
F
APPENDIX B
Big Brothers/Big Sisters of Johnson County
FY 86 - Iowa City Service
MATCHES
- 47
Duplicated Count
- 48
(hrs/yr
- 141)
Ihtake; Training
&Evaluation
Total Duplicated Count -
278
Prematch
and Match
Child
66 @
8
hrs =
528
hrs/yr
Parent
59 @
9
hrs =
531
hrs/yr
Volunteer
64 @
14
hrs =
896
hrs/yr
1,955
hrs/yr
WAITING LIST,
ACTIVE:
-Intake, Training
'&
Evaluation
Child
17 @
6
hrs =
102
hrs/yr
Parent
14 @
6
hrs =
84
hrs/yr
31
186
hrs/yr
WAITING:LIST,
IN PROCESS
Intake & Training
Child
24 @
3
hrs =
72
hrs/yr
Parent
23 @
3
hrs =
69
hrs/yr
47
141
hrs/yr
Education, Support and
Termination
9 hrs = 594 hrs/yr
9 hrs = 531 hrs/yr
13 hrs = 832 hrs/yr
1,957 hrs/yr
Education & Support
1 hr = 17 hrs/yr
1 hr = 14 hrs/yr
31 hrs/yr
Unduplicated Count - 189
Duplicated Count - 196
(Hrs/yr - 3,912)
Unduplicated Count - 31
Duplicated Count - 34
(Hrs/yr -. 217)
Unduplicated Count
- 47
Duplicated Count
- 48
(hrs/yr
- 141)
Total Unduplicated Count -
267
Total Duplicated Count -
278
(Total hrs/yr -
4,270)
91
WAITING LIST, ACTIVE:
Intake, Training 8 Evaluation
Child 3 @ 6,hrs = 18 hrs/yr
Parent 2 @ 6 hrs = 12 hrs/yr
i
5 30 hrs/yr
WAITING LIST, IN PROCESS
Intake & Training
i
Child 6 @ 3 hrs = 18 hrs/yr
Parent 6 @ 3 hrs = 18 hrs/yr
12 36 hrs/yr
APPENDIX C
Big Brothers/Big Sisters of Johnson County
FY 86 - Coralville Service
Education, Support and
Termination
9 hrs = 126 hrs/yr
9 hrs = 90 hrs/yr
13 hrs = 208 hrs/yr
424 hrs/yr
Education & Support
1 hr = 3 hrs/yr
1 hr = 2 hrs/yr
5 hrs/yr
Unduplicated Count - 40
Duplicated Count - 44
(Hrs/yr - 850)
Unduplicated Count - 5
Duplicated Count - 6
(Hrs/yr - 35)
Unduplicated Count - 12
Duplicated Count - 12
(Hrs/yr 36)
Total Unduplicated Count - 57
Total Duplicated Count - 62
(Total hrs/yr - 921).
,
Z7
l
HATCHES
Intake, Training 8 Evaluation
Prematch
and Match
Child
14 @ 8 hrs'=
112
hrs/yr
Parent
10 @ 9 hrs
= 90
hrs/yr
j
Volunteer
16 @ 14 hrs
= 224
—
hrs/yr
'40
426
WAITING LIST, ACTIVE:
Intake, Training 8 Evaluation
Child 3 @ 6,hrs = 18 hrs/yr
Parent 2 @ 6 hrs = 12 hrs/yr
i
5 30 hrs/yr
WAITING LIST, IN PROCESS
Intake & Training
i
Child 6 @ 3 hrs = 18 hrs/yr
Parent 6 @ 3 hrs = 18 hrs/yr
12 36 hrs/yr
APPENDIX C
Big Brothers/Big Sisters of Johnson County
FY 86 - Coralville Service
Education, Support and
Termination
9 hrs = 126 hrs/yr
9 hrs = 90 hrs/yr
13 hrs = 208 hrs/yr
424 hrs/yr
Education & Support
1 hr = 3 hrs/yr
1 hr = 2 hrs/yr
5 hrs/yr
Unduplicated Count - 40
Duplicated Count - 44
(Hrs/yr - 850)
Unduplicated Count - 5
Duplicated Count - 6
(Hrs/yr - 35)
Unduplicated Count - 12
Duplicated Count - 12
(Hrs/yr 36)
Total Unduplicated Count - 57
Total Duplicated Count - 62
(Total hrs/yr - 921).
,
Agency: Big Brothers/Big Sisters
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
Big Brothers/Big Sisters of Johnson County, formerly the Pals Program, was
established in 1976 when the Johnson County Extension Service "Big Sisters"
program and the Optimists Clubs' uUncles" program joined forces. This merged
service, proposed and supervised by the Extension Service, continues to be
one of its 4-H and Youth Programs. It is also, an affiliate of Big Brothers/
Big Sisters of America.
Using adult volunteers, recruited, screened and trained by professional staff,
Big Brothers/Big Sisters aids the social, emotional, mental and physical de-
velopment of children from single parent families. Children between the ages
of 6-14 years are matched with adults in a one-to-one relationship for guid-
ance and friendship. There is no charge to families for this service.
In FY 87 we will maintain up to 120 matched pairs in our regular program, and
serve an estimated 150 matches overall. In FY 88 we will serve up to 175
children by adding a part time caseworker.
Adult volunteers are expected to make at least a one year commitment to the
child. Adult effectiveness is monitored by regular staff follow-up and aug-
mented by quarterly in -services. Additionally, a Volunteer Training Program
helps to meet the challenge of working closely with a child during his/her
formative years. Police checks of potenial volunteers provide added assurance
of adult suitability. To further enhance the safety of our children we pro-
vide training in abuse prevention/protective behaviors for children and their
parents.
Our service to families is evaluated by self-reported measures and standariz-
ed testing instruments. The result of this reseach will be available at the
p Big Brothers/Big Sisters funding. hearing.
Without recruiting we have a waiting list of over 70 children. The majority
of these children areldren are f from Coralvilleband rurals. Johnson percent
of all Servicewtotthislist
popu-
lation is dependent on focused recruiting. Additional staff is needed to
recruit volunteers and serve new matches made.
i Big Brothers/Big Sisters Board and staff are committed to serving the 70
children waiting for a Big Brother or a Big Sister. Bowl -for -Kids -Sake and
the Advocates Program are successful, time-consuming fundraising efforts,
intended to add caseworker staff. These efforts have not been enough. With-
out the support of our other funding sources to increase service, the need
remains unmet.
P-1
32
�,h'\ /703
i_
3
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
Through the use of adult volunteers, to aid at -risk children from single -
parent families to develop into healthy & functioning adult members of
their community and of society at large; and to assist these children in
their continuing social, emotional, mental and physical development.
B. Program Name(s) with a Brief Description of each:
Big Brothers/Big Sisters Program matches a child from a single -parent family
with an adult volunteer for a one-to-one relationship supervised and monitored
by professional staff in conformance with standards set by Big Brothers/Big
Sisters of America.
C. Tell us what you need funding for.
Funding is required to continue existing services to children in Johnson
County and serve the additional children waiting for an average of 18 months
between inquiry and matching.
D. Management:
1. Does each professional staff person have a written job description:
Yes X No
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By whom? By President, BB/BS Advisory Board
and the 4-H & Youth Coordinator.
E. Finances:
1. Are there fees for any of your services?
Yes No X
a) If "yes", under what circumstances?
NA
b) Are they flat sliding ?
NA
P-2
33
194,3
c) Please discuss your agency's fund raising efforts, if applicable.
1) Bowl -for -Kids -Sake-- a bowl-a-thon soliciting sponsorship of
bowlers by area residents.
2) Advocates Program-- a "Friends -of -the -Program" effort directed
toward service clubs and individuals.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including
Iowa
Ci
and
Coralville) did your agency serve during y completed
budget year?
a) Duplicated Count 528 Year. FY 86
b) Unduplicated Count 515
2 How man residents
completed of Iowa budget year?did your agency serve during
a) Duplicated Count 278 !T
b) Unduplicated Count .267
3. How many
residents
f Coralville
dget year? did your agency serve during
your
a) Duplicated Count 62
b) Unduplicated Count 57
4. How many units of service did your agency provide to Johnson
County residents last year? 8,502 (See Appendix A -C)
The addition of direct service hrs provided by director brings total to hours.
9011
5. Please define your units of service.
One hour of direct staff/client service contact.
ice
AAdministrative time is notdministrative time is addedsery
nseparcluT_
lytin Question 3efinition.
P-3
34
I
—f
J
6. In what ways are you planning for the needs of your service
population in the next 5 years?
A. Recruit male volunteers.
B. Publicize the benefits of BB/BS for young girls
C. Orient and recruit county volunteers
D. Continue volunteer training programs
E. Evaluate program effectiveness
F. Reduce waiting list-- both number of children and time spent waiting.
G. Add casework staff.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
A. Providing a higher degree of training, screening and supervision
increases the quality of our service but reduces the number of i
matches that can be served.
B. The uncertainty of continued funding from our traditional funding*
sources necessitates increased fundraising efforts and consequently
non -service administrative time.
• I
8. List complaints about your services of which you are aware.
A. Children requesting our service wait for 1-2 years for an adult
volunteer. Boys have a particularly long wait for a Big Brother.
B. Adult women willing to serve as Big Sisters wait for a young girl.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
A. We have began monthly recruitment meetings and publicity efforts
always highlighting the need for Big Brothers.
B. We have requested Little Sister referrals from our referral sources.
Now many people are currently on your waiting list?
62 children as of 8/86: 50 boys and 12 girls
10. In what way are your agency's services publicized?
A. In the major local media (newspaper, radio and television)
B. Through neighborhood information meetings
C. In addresses to area groups, community organizations, service
clubs and classes.
D. Through widely disseminated brochures and postings.
E. By other social service agencies and referral sources.
F. By families and children receiving service.
G. By volunteers active in the program.
P-4
35
/943
I
AGENCY GOALS FORM
Agency Name Big Brothers/Big Sisters of Johnson County Year 1988
Name of Program Big Brothers/Big Sisters of Johnson County
BIG BROTHERS/BIG SISTERS OF JOHNSON COUNTY
GOAL: To provide one-to-one guidance and companionship to children between the ages
of 6-14 from single parent families in Johnson County.
Objective A: In 1988, to provide service for up to 125 active "matches".
Tasks: 1. Make at least 4 matches per month with no more than two
terminations for an increase of 2 matches per month.
2. Train children and parents in Abuse Prevention/Protection
Behaviors.
3. Supervise the child -adult relationships following the match
maintenance and evaluaiton schedule outlined in BB/BS policy.
4. Keep written records of match progress and maintenance check-
ing with parents, schools, and referral sources.
5. Offer support services to the 60+ children on waiting list.
6. Maintain a percentage of county matches consistent with the
.waiting list.
7. Hire a part-time caseworker, possibly with primary responsi-
bility to county children.
Objective B: In 1988, to recruit and train an additional 30-40 volunteers to serve
as Big Brothers/Big Sisters. j
Tasks: 1. Publicize the need for qualified adults emphasizing: i
b8benefitto the child
volunteer satisfaction
c) option for Couple Matches (couple with a child).
2. Publicize the need for qualified male volunteers emphasizing: '
a) needs of young boys
b) long wait for child
c) benefits to boy provided by Big Brother -
d) benefits to volunteer serving as Big Brother
3. Promote the program and its purposes through:
a) feature stories and monthly public service announcements
b) formation of a Speakers Bureau
4. Hold 10-12 public volunteer orientation meetings and offer
individual sessions as needed.
5. Offer at least 1 county orientation meeting in an area of
particular need.
6. Provide pre -acceptance training for volunteers.
7. Offer 4 in -services yearly to volunteers to increase skills
and/or provide information relevant to their match.
8. Distribute 12 newsletters informing volunteers of program
activities, training and information.
36
/903
T
W
Objective C: In
1988
to provide adequate staff and board membership for admin-
istration, financial stability and service delivery.
Tasks: 1.
Maintain Board membership at no less than 15 and no more
than
24 members.
a)
representing parents and volunteers in the program.
b)
representing community interests and resources.
c)
representing Johnson County, Iowa City and Coralville
residents.
2.
Supervise the planning process using board and paid staff by:
a)
updating the Long -Range Plan yearly.
b)
identifying objectives reached and objectives outstanding.
3.
Provide program evaluation and assessment by:
a)
requesting information from parents and volunteers.
b)
testing children involved 1n the program.
c)
tabulating results of reports and tests.
4.
Monitor
staff performance yearly by:
a)
assessing the Executive Director (by BB/BS Board President
and 4-11 b Youth Coordinator).
b)
evaluating caseworkers (by BB/BS Executive Director).
5.
Raise funds needed for program operation and stability by:
a)
recruiting financial supporters (Advocates)
b)
holding one major fundraising event (Bowl -for -Kids -Sake).
Resources Needed to Accomplish Program Tasks:
1. One full-time paid Executive Director.
2. One full-time paid Caseworker.
3. Three part-time paid Caseworkers.
4. Three phone lines.
5. Office supplies and equipment for communication and record keeping.
6. Liability insurance for staff, volunteers, and board.
7. Two private offices for caseworkers.
8. Administrative office space.
9. Conference room for orientation and training of volunteers and orientation
of families.
Office space, secretarial support, and maintenance provided by Johnson County Extension
Service.
Cost of Program
FY 1986 - $58,665 (actual)
FY 1987 - $65,851 (estimated)
FY 1988 - $73,705 (estimated)
Cost of Program with Administrative Costs
FY 1986 - $75,212 (actual)
FY 1987 - $84,425 (estimated)
FY 1989 - $93,297 (estimated)
37
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR: Les Marquart
AGENCY NAME: Hawkeve Area Council
ADDRESS': 320 Collins Road N.E.
PHONE: 393-8426
COMPLETED BY: Les Marquart
APPROVED BY BOARD: d
autnorizea s gnature)
CHECK YOUR AGENCY'S BUDGET YEAR on June 24, 1986
(date)
1/1/87 - 12/31/87 X
4/1/81 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Program 1. Comprehensive Youth Development
Local Funding Summary:
4/1/85 -
3/31/86
4/1/86 -
3/31/87
4/1/87 -
3/31/88
United Way of Johnson County 96.1:1 1n11M
tv,+v-.in o+rivv
S 0200
5 9200
b 1 001
5
FY 86 FY 87 FY 88
City of Iowa City SEE BDDGET S S S
vr�E is
Johnson County SEE
BUDGET
SPAGE
5 5
V
I
City of Coralville S S S 38
I `
I
of
AGE11C7: Hawkeye Area Council
LU{l�LI :UI':1':hM1 1
Enter your Agency's Budget Year
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
t985
1986
1987
1. TOTAL OPERATING BUDGET (Total a + b)
428746
418424
439999
a. Carryover Balance oRM10"Miine ''
(36535)
(53226)
(53226)
b. Income (Cash)
465281
471650
493225
2. TOTAL EXPENDITURES (Total a + b)
481972
471650
493225
a. Administration
145772
141495
137691
b. Program Total (List programs below)
336200
330155
355534
comprehensive youth development
336200
330155
355534
3. ENDING BALANCE (Subtract 1 - 2)
(53226)
(53226)
(53226)
4. IN-KIND SUPPORT (Total from Page 5)
389636
394980
400552
S. NON-CASH ASSETS
550527
565000
600000
Notes and comments:
* Expenditures do not include depreciation
P,
/903
■
INCOME DFAIL
19c5 1986 l�a`ILY: Hawkeve Area Council
ACTUAL THIS YEAR BUDGETED ADMIN. PROGn d4
ST YEA r PROJEC.ED NE YE FROGn"Av
1. Local funding Sources(List below
9152 9197 13551 9201 9350
a. Johnson County 9
b, City of Iowa City
c. United Way
d. City of Coralville
e.
f.
2. State, Federal,Faundations(List) N/A
a.
b.
C.
�52� 919? I 135511 4201 I 9350
N/A I N/A
WE
on
3. Contributions/Donations1
276711 269369 289950 89889 200066
a. United Way Designated Giving 138359 119619 173350 53738 119612
b. Other contributions
138352 149750 116600 36146 80454
4. Special events(List below) 82
I.C. Striders Hospice 5 10834 5049 1565 3484
a•Road Race 14 84 299 77 172 �
b.Golf tournament 1734
2250 z600 806 1794
c.Distineuished citizen luncheo (923 8500 2200
682 1518
E. Net sales-servicesj
N/A N/A N/A N/A N/A
w 6. Net sales -materials
9337 8400 10000 7250 2750
7. Interest income
1 8384 6472 6000 1878 4122
S. Other(List below,including misc.) 160872 167378 168675 68434 100241
a. camp & activities 127210 118100 121
475 49671 71804
b. product sales 32402
49078 47000 18700 28300
j c. miscellaneous 1260 200 200
TOTAL INCOME (Show also on page 2, 63 177
line lb) 465281 471650 493225 173212
320013
Notes and comments:
40
/9a 3
�I
EXPENDITURE OETAIL AGEUCY: Hawkeye Area Council
1985 1986 1987
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
EXPENDITURE OETAIL AGEUCY: Hawkeye Area Council
1985 1986 1987
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
1
PROGRAM
2
1. Salaries
245220
241725
250514
71524
178990
2. Employee benefits b taxes
44894
45443
47711
14933
32778
3. Staff development
3634
4790
265o
829
1821
4. Professional consultation
0
0
0
0
0
S. Publications/Subscriptions
0
0
0
0
0
6. Dues 6 Memberships
7602
7602
7950
2488
5462
7. Rent
4263
1550
1800
558
1242
S. Utilities
20596
20300
21500
6665
14835
9. Telephone
4882
5600
6000
1721
4279
0. Office supplies b postage
50996
41065
41950
8o6o
33890
1. Equipment purchase 6 rental
4039
4000
4500
1397
3103
2. Equipment/Office maintenance
9598
15550
17700
2452
15248
3. Printing 6 publicity
7773
6525
6150
1925
4225
4. Local transportation
18431
20750
19450
6029
13421
5. Insurance
1468o
14550
19150
5936
13214
6• Audit
2300
2500
2800
868
1932
7. Interest
2972
2600
2500
775 1
1725
IS. Other (specify): vehicles
15067
16650
17500
5425
12075
9• Data processing
4993
4600
4300
1333
2967
0• Scholarships.
3775
3650
3700
0
3700
21. Recognitions & awards
6900
2850
3150
976
2174
22. Miscellaneous
9357
9350
12250
3797
8453
TOTAL EXPENSES (Show also on
page Wine 24
48197^-
471650
493225
t37G9t
355534
Notes and comments:
# 6 National quota and charter fee to National BSA
1 122 Moving and interviews, community swimming pool operation
I( 41
IoAc A INCY: Hawkeye Area Council
stucn uoitnectun of any mffennce
SALARIED POSITIONS actusalary annual
peio ny sre,l,ole and
Position Title / Last Name FTE*
Last I This I Next
Year Year Year
see page 5a. _
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
".
CHANGE
Total Salaries Paid
1
1 245220
241725
250514
+3.63
• Full•tim wulvelmt: LO • full•ttm; .S • Ilelf_tfa; etc.
RESTRICTED FUNDS (Complete detaii,Forms 7 8 8)
Restricted by: Restricted for:
Donor Camp development
-Donor Endowment
Board Camp improvements
131072
130204.
360000
76.5%
116630
119630
120000
8302
8356
8500'
1.7% ':
r
MATCHING GRANTS
Grantor/Matched by:
N/A
IN-KIND SUPPORT DETAIL
Services/Volunteers
340000
348000
352152
+1.2
Material Goods
3136
0
1000 1
+
Space, utilities, etc. *`
465oo
46980
47400
+0.9
Other: (Please specify)
TOTAL
389636
394980
400552
+1.4
> No direct cost, however community groups using Scouting donate lights, heat and 42
space for individual meetings.
ESTIMATE: $15.00 per meeting x 3160 meetkngs
AGE iCY: HAWKEYE ARTA COUNCIL
Atucn aolsncnnn or any allhrmtv
ce eeetn
awllaols sn= actual salary para
SALARIED oOSITiONS
Position Title / Last Name FTE*
Last This Next
Year Year Year
District Exec (vacant 1.0 .5 .5
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
CHANGE
16461
8799
6959
District Exec Clark
District Exec Cates
District Exec Davis
1.0
1.0
1.0
1.0
1.0
1.0
1.0
18750
22000
22880
220
%
District Exec Straub
1.0
1.0
0
m .
Ex lorine Exec Whitin
1.0
Scout Exec Marquart
1.0
1.0
1.0
45166
47584
49011
Devel Dirctor (vacant
1.0
20Q2
Seer I etary Steffen
1.01
1.0
10916
Secretary Thompson
-
-
1.0
-
-
11960
7.20
Registrar Thompson
11.0I
1.0
-
10437
11156
Registrar Burrows
I - 1
.5
.5
-
800
3744
Bookkeeper Dawson 1
1.0I
1.0
1.0
13304
14200
14768
0
Trading Post Troesterl
1.01
1.0
1.0
8716
9240
9610
0
Office Asst. Orindle I
00
3640
Ranger Naaktgeboren 11.01
1.0
1.0
13399
14400
14076
m
Summer staff (34) I
•25
.25
.25
20381
22196
22000
l
++� Change in basicl
pay
ate.
l
Full-time ecuivalent
1.0 =full-time; .5 = Half-time; etc.
245220
241725
250514
; 63°
Sa
#„
;rtl
Itu
43
a
T
W
BENEFIT 0E --ATL
TAXES AND PERSONNEL BENEFITS
(List Rates for Next Year)
TOTAL
A 7.15 % x5 250514
Molovment Como.' - x S -
ker's ComD. .57 % x S 250514
irement I 8 ; x S 194035
It, Ins. I S 59 per mo.: xinaiv.
AGE:;Cy:
Hawkeye
Area Council
ACTUAL THIS YEAR BUDGETED
AST YEAR PP.OJECEO NEXT YEAR
44894
45443
47711
16071
17284
17800
1317
12975
1530
13405
1775
13500
S oer mo.: family
Disability Ins I
92 0
7850
8800
.096 X 5208239
2681
2455
2700
Life Ins. I S11-30 Per month
1376
1250
1350
Other Dental I S x 10.63
1031
1404
1500
Group Accident I .0097 S x 5 400000
213
265
286
Now far below the Salary Study Committee's
recommendation is your director's salary?
Sick Leave Policy: Maximum Accrual 900 •hours
6
Months of
Operation During
Year: 12
days per year for years 1 -to 3
o days per year for year 3 to 3
Hours of Service: 8:.10-S:oo
M -T -Th -F
�I
Vacation Policy: Maximum Accrual 150 hours
Holidays:
8: o-s:oo
w
Is days per year for years -T—to 10
20 days per year for year 10 to 15
7
days
per year.
Work Week:
Does your staff frequently How do you compensate for overtime?
work more hours per week
than they were hired for? X time off none
Yes x No time and other (specify)
a half pay
OIREC70R'S POINTS b RATES STAFF BENEFIT POINTS Comments:
Retirement 45 f283/Mon. Minipum Maximum
Health Insurance 12 —28_3/Mon.
_J122 12
Disability Ins. 1 SoA/Mon.
Life Insurance = f
Dental Ins. 2 2 2
Vacation Days 20 20 Days 10 20
Holidays _7 Days
Sick Leave o o Days 12
POINT TOTAL 87# Sol 99i
44
6
OPTIONAL SUCCET F02ti
AGENCY: Hawkeye Area Council (Inoicate-!1/h
if applicable)
DETAIL OF RESTRICTED FUNDS
.(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund Camp Development
1. Restricted by: Donor
2. Source of fund: Various individuals and corporatiions
3. Purpose for which restricted: Dining Hall, Shelters
4. Are investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount:
S. Date when restriction became effective: At time of gift _
6. Date when restriction expires: Not stated
7. Current balance of this fund: $130,204
9. Name of Restricted Fund Endowment fund
1. Restricted by: Donor
2. Source of fund: Various individuals
3. Purpose for which restricted: Capital Improvements and camoerships
4. Are investment earnings available for current unrestricted expenses?
L_Yes No If Yes, what amount: 49% of earnings
S. Date when restriction became effective: At time of.gift
6. Date when restriction expires: Never
7. Current balance of this fund: $119,63o
C. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
J6. Date when restriction expires:
7. Current balance of this fund:
45
7
kr
0
Dc ^ onal Buc:et `ora
AGENCY: Hawkeye Area Council •(inoicate N/A
DETAIL OF BOARD DEIGNATED RE:ERVES if applicable)
(For Funds 'Which Are Not Donor Restrictea)
A. Name of Board Designated Reserve: Share of Commingled Investments
1. Date of board meeting at which designation was made: on-going
2. Source of funds: Harvesting of Trees at Camp
3. Purpose for which designated: Camp Improvements
4. Are the investment earnings available for current unrestricted expenses?
X Yes No If Yes, what amount: All
S. Date board designation. became effective' expires'
6. Current balance of this fund: 88356
8. Name of Board Designated Reserve:
I. •Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
S. Date board designation became effective: expires:
6. Current balance of this fund:
C. Name of Board Designated Reserve:
1. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
5. Date board designatiow became effective: expires;_
6. Current balance of this fund:
8
r)
G
46
141,03
F
HAWKEYE AREA COUNCIL
AGENCY HISTORY
The Havkeye Area Council, encompassing seven counties of East Central Iowa, has
served more than 340,000 youth since Scouting was founded in 1910. During this
period, the Scouting program has been influenced by and touched the lives of
many people. Its history includes names of many of our most prominent business,
civic, educational, and religious leaders.
Their commitment and vision in helping young people grow into the fullness of
contributing citizenship has forged the council's heritage. Providing a quality
program of Scouting to youth within our territory presents many challenges.
With a population of 350,000, the council includes cities with a high ratio of
single—parent families and challenging rural areas. Shifting populations and a
declining birth rate have caused a 25% decline in available youth over the past
ten years. Recent periods of inflation, economic recession and unemployment
make for difficulty in recruiting volunteer leadership and raising funds.
PROGRAM OBJECTIVES
While responding to the changing societal interests and the needs of its
membership, Scouting has retained its original appeal and values. Program
objectives are carried out through various age groups, each with specific goals
and purposes.
SCOUTING METHODS AND STRATEGIES
PROGRAMS are conducted which provide youth with the opportunity to experience
activities that fulfill the mission of the B.S.A. Some of these include: the
Tiger Cub program, for seven—year—old boys, that was pilot tested in this
council in 1981: Family Preparedness, which received new emphasis with the
"Prepared for Today" program and distribution of its booklet; an increase in
service to the handicapped youth — currently 104 youth registered in ten units;
and "Career Awareness Exploring, the fastest growing program in the council
today.
CHARTERED ORGANIZATIONS operate Cub Scout Packs, Boy Scout Tr000ps, Varsity
Scout Teams and/or Explorer Poets. These groups which have compatible goals
with Scouting include, civic, religious, educational, fraternal, business, labor
and governmental bodies. Working through these chartered organizations,
Scouting tries to extend its program to as many youth as possible from all walks
of life.
The Havkeye Area Council new serves 7,725 youth in 283 units. In Johnson County
there are 1,285 youth and 54 Cub Scout Packs, Boy Scout Troops, and Explorer
Poets. We are currently serving 24.92 of all available youth in the County and
24.1% in the Wauhawk District. The District Density (percent of youth served)
i
increased from 23.7% in December 1984.
P-1
47
1903
1
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
The purpose of the Boy Scouts of America have not changed since its
inception in 1910 - character development, citizenship training, physical,
mental and moral fitness.
B. Program Name(s) with a Brief Description of each:
The Wauhawk District includes Johnson, Washington and half of Iowa and
Cedar counties. About 3/4 of our units are in Johnson County.
Our activities are many and varied, but to list the majority of them would
include: 3 Scout Camporees a year; a Scout Show at the Sycamore Mal 1,
which includes the Pinewood Derby for Cub Scouts; Cub Fun Days; Explorer
Olympics; troops participating at summer camp; Order of the Arrow, with its
many activities (Order of the Arrow is an honor camping group of older
(continued on back)
C. Tell us what you need funding for.
United Way funds provide a vital portion of program services and allows more
time to be spent in user contacts and less in fund-raising. A greater
percentage of youth (boys and girls) can be reached because of United Way
funding. Services are provided community organisations in the form of
training materials, family-oriented programs, research and planning.
D. Management:
1. Does each professional staff person have a written job description
Yes X No
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By whom? Area Director and
Council President
E. Finances:
1. Are there fees for any of your services?
Yes X No
a) If "yes", under what circumstances?
A national registration fee of $3 to $5 annually, for all participants.
Also, fees for advanced training courses, summer camps and activities.
b) Are they flat X sliding ? (Both - depending on ones to ✓
which you refer.)
48
P-2
n
B. (Continued)
scouts); thousands of advancements; and ushering at the University
of Iowa football, basketball and wrestling games. There is a group
of 30 volunteers who work at the district level providing program
and service to community organizations and units.
There are also weekly Den, Pack, Troop, and Explorer meetings and
their various outdoor events. Monthly and specialized training
sessions are held for adult volunteers and youth.
Future plans include an increase in members, units and density. We
are also seeking an increase in trained leaders and in commissioner
service, which leads to Quality units and a better quality program.
P -2a
49
/ ja3
I
�r"
c) :Please discuss your agency's fund raising efforts, if applicable.
Annual appeal to "Friends of Scouting," who, for the most part
are long-time, repeat contributors. Also, an annual product sale.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again' and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service . 24 1
1. How many residents of Johnson County (including Iowa City and I
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count ------ Year 1985 77,100 Youth - 37,440 Adults
b) Unduplicated Count 1,285 youth - 624 Adult Scouters
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 53,700 Youth - 25,500 Adults
b) Unduplicated Count 899 Youth - 425 Adults
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 11,520 Youth - 4,200 Adults
b) Unduplicated Count 192 Youth - 70 Adults
I
4. How many units of service did your agency provide to Johnson
County residents last year? 3.780
i
5. Please define your units of service.
The number of days of meetings or activities held during the year,
P-3 S0
6. In what ways are you planning for the needs of your service
population in the next 5 years?
Expanded programs to increase membership offering programs of citizenship
training, character development, and personal fitness.
Council has a current long-rangeplanningcommittee to consider all
programs through the next five ye
i SII i.
7. Please discuss any other problems or factors relevant to I,
your agency's programs, funding or service delivery. ;
Full-time field representation living in Iowa City has had significant
-- - I ram quality in past years. Also, in past year
i s -
impact on growth and program
the addition of a computer to our office has improved services I
significantly.
I
our services of which you are aware.
S. List complaints about y�„ r
Aware of none. I
I
i
9. Do you have a waiting list or have you had to turn people 1
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
Waiting list consists of youth who want to be In Scouting but can't
I Join because of lack of leadershipNeed to have staff devote more
.
i
time to recruiting and training leaders and organizing units and less
in fund-raising.
How many people are currently on your waiting list?
Not definite, but estimate approximately 450.
10. In what way are your agency's services publicized?
Active Sales/Marketing Committee works with all medias and publicity
avenues. National Council of Boy Scouts of America provides materials
to media periodically. -
J 51
P-4
�. �9e3
PROGRAM GOALS AND OBJECTIVES
RAWKEYE AREA COUNCIL - BOY SCOUTS OF AMERICA
GOAL: It is the purpose of the Hawkeye Area Council to provide youth
with experiences that prepare them for their roles in society.
Scouting is a movement of chartered partner organizations,
parents, and adult volunteers with the support of the community,
organized to provide an ever increasing number of youth with
growth experiences based on their individual needs, abilities
and interests so they will:
feel good about themselves;
live by values on democratic and religious principles;
appreciate their relationship and responsibilities to
others;
possess sufficient physical, mental and emotional capacity
to begin their chosen responsible role in society.
OBJECTIVE A: To provide varied, well-planned Scouting programs to youth -
through qualified and motivated adult volunteers.
TASK: "Establish and train a merit badge counselor organization to
serve the entire council.
Attain a 5S increase over the 1985 figure of top unit leaders
trained.
Have 34% of Cub Scout enrollment in attendance at Day Camp.
Increase summer camp attendance by 4%.
Continue to develop a program for handicapped Scouts in year-
round program.
OBJECTIVE B: Cooperate with local community organizations in meeting their
needs for a quality program for their youth, utilizing
commissioner service to unit leaders.
TASK: Recharter 90% of all Cub and Scout units.
Recruit to a minimum ratio of 3 units per commissioner.
Provide commissioner training in Fall and Spring. To include
a special session for Roundtable Commissioners and staff.
52
/9D3
0
v
OBJECTIVE C: -Assure that the council has adequate finances to achieve the aims
of Scouting and provide competent professional Scoucers.
TASK: Continue an agressive program to add to the Endowment Fund.
Reorganize and expand the SHE program.
OBJECTIVE D: Provide a meaningful experience to young adults through career
and vocational exploration, planned activities, and youth
involvement.
TASK: Show an increase of 1% in regular Career Exploring member-
ship. Increasing the percentage of students in Career
Awareness Exploring who trnasfer to regular Career Exploring.
Improve the performance and effectiveness of the Exploring
Presidents' Association through meeting attendance and
special activities attendance.
OBJECTIVE E: Review the changing lifestyles of the area to maintain and modify
the delivery systems so all youth may have the opportunity of
affiliating with Scouting.
TASK: Increase density by 12 over 1985 and attain an increase in
units.
Establish a functioning Relationships Committee.
RESOURCES: To accomplish the mission of the Rawkeye Area Council, the
following resources are needed:
1. Council Service Center for office support, printing
equipment, phone service, trading post and meeting rooms.
2. Clerical staff of 5 persons.
3. Professional staff of 8 persons.
4. Camp Ranger, full-time.
5. Supplies and material for distribution.
6. Expenses for travel, business meals and conferences.
COST OF
PROGRAM: 1985 - $485,658
1986 - $499,100
• 'a
-I
0
T
HUMAN SERVICE AGERCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR: Janet Baker
AGENCY NAME:Iowana Council of
ADDRESS:
PHONE: as,
0
COMPLETED BY;
APPROVED BY BOARD!;-3anAr [
CHECK YOUR AGENCY'S BUDGET YEAR authorized i � '
on - 2 5-94, 9ure
1/1/87 - 12/31/81 K date
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
COVER PAGE
i
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
1• Club Services:
Boys and girls in grades K-12 meet weekly with a volunteer
leader in a small group setting. :hese meetings assist the
Youth in developing life skills, self-reliance,
2. Resident Cam while having fun.
self-esteem,
P Camp Hitaga is a program facility in the following ways:
1) a summer resident camp; 2) a program site for Camp Fire
members and clubs; and 3) available to the general public
as a rental facility.
3• Day Camp: A summer day camp program for youth wishing a daytime outdoor
education experience.
Local Funding Summary: 4/1/85 -
United Way of Johnson County 3/
Etn9n�[Mgirin9 $ 4,500
FY 86
City of Iowa City SEE BUDGET
PAGE ID $
Johnson County SEp�DGET
5
i
City of Coralville
1
E
E
-4/1/87 3/31/87 3/
00 $ 479
FY 87 FY 88
S g
S I$
`J
5 S
54
/913
-I
ib' --Ei
Enter your Agency's Budget Year
AC-- UAL
LAST YEAR
THIS YEAR
PROJECTED
EUDGETED
NEXT YEA?.
1987
1985
1986
1. TOTAL OPERATING BUDGET (Total a + b)
277,029
284,891
282,734
Gm f a iine L
a. Carryover Balance P"V,oua<oi=
(1)
66,227
(2)
53,447
53,447
b. Income (Cash)
210,802
231,444
229,287
2. TOTAL EXPENDITURES (Total a + b)
223,582
231,444
229,287
a. Administration
41,455
41,711
43,343
b. Program Total (List programs below)
182,127
169,733
185,944
Club Services
67,501
68,054
c1,538
Resident Camp
104,107
111,288
lca,gol
Day Camp
10,519
10,391
x,505
3. ENDING BALANCE (Subtract 1 - 2)
53,447
53,447
53,447
4. IN-KIND SUPPORT (Total from Page 5)
185, 030
186,000
204,700 i
S. NON-CASH ASSETS
350,860
350.880
i
35f RP'
Notes and comnents:
1. Camp Fire conducts a candy sale each November. The $66,227 is the profit
from the 1984 sale which will be used to operate the council in 1985.
2. The 1985 Camp Fire Candy Sale fell $22,000 short of its goal. The $53,447 •:ill
be used to operate the council in 1986. Camp Fire will be having a second
sale in 1986.
2
55
P
INCCS'E DETAIL AGENCY: Iowana Councof Carp Fire
ACTUALTHIS YEAR BUDGETED ADMIN. PRC: ;A FF GRA14
LAST YEA PROJECTE NEXT YE
1. Local funding sources(List below, 48,252 49,704 51,782 49,782 2eWJ0
a . Johnson County W,
b City of Iowa City
C. United Way 4,500 4,572 6,758 6,758
d City of Coralville
United way of East
e. Central Iowa 40,635 41,452 41,452 39,452 2,0C3
Assoc. & Unassociated
f. or anizations 3,117 3,680 3,572 3,572
2. State,Federal,Foundations (List)
a,
I
b.
i
C.
d.
3. Contributions/Donations 11,252 1,795 1,600 56 1,544
a. United Way Designated Giving 270 95 100 .00
b. Other contributions 10,982 1,700 1,500 56 11;;4
4. Special events(List below) 56,675 63,056 68,319 37,987 100 3:,132
I.C. Striders Hospice
a•Road Race 5 97 200 :30
b. candy Sale 56,670 60,959 66,119 37,987 2E,127 I
C. Earn Your Way to Camp 2,000 f2,000 2,00: i
S. Net sales -services 84,625 102,843 95,334 15,465 7:,613
6. Net sales -materials 1,454 3,696 3,802 1,547 2, UVJ
1. Interest income 6,418 6,600 -5;000 5,000
8. Other(List below,including mist.) 2,126 3,750 3,450 300 3115:
a, Rental Income 2,000 3,150 3,150
b• Miscellaneous 126 600 1 300 300
TOTAL INCOhIE (Show also on page 2,I 210,8021 231,444 I 229,2871 43,343 1 68,539 I 1Le ,90.
line lb)
Yl This is an audit figure which also contains restri:tec
Nates and comments: contributions.
3 56
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T
to
1J
AGENCY: Iowana Council o' Camp Fire
'NCO'^E DETAIL (Continued)
3a
57
/903
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PP.OGPA:•1
8
1. Local funding sources(List below)
a. Johnson County
b, City of Iowa City
c. United Way
d. City of Coralville
e.
f.'
2. State,Federal,Foundations (List)
a.
b.
C.
d.
3. Contributions/Donations
a. United Way Oesignated Giving
b. Other contributions
4. Special events(List below)
I.C. Striders Hospice
a•Road Race
b. '
C.
S. Net sales -services
$8,250
6. Net sales -materials
255
7. Interest income
8. Other(List below,including mist.
a.
b.
C.
TOTAL INCOME (Show also on page 2,
line lb)
ge,5o5
Notes and comments:
3a
57
/903
E(P-&'::7j,RE OE--"
AGENCY: Iowana Council of Camp Fire
4
58
/9D3
I
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
Aot1[tl.
PROGRAI4
1
PROGRAM
2
1. Salaries
109,492
116,702
114,786
26,484
34,930
1 47,927
2. Eroloyee benefits d taxes
14.580
14,957
14,987
3,035
5,708
6,132
3. Staff development
2,859
1,720
1
1,700
225
850
600
4. Professional consultation
1,500
1,800
2,100
2,100
'5. Publications/Subscriptions
42
20
2010
10
6. Dues & Memberships
441
553
550
70
30
320
'7. Rent
7,559
7,872
I1
1D,616
4,008
6,408
B. Utilities
11,174
10,870
10,780
390
390
10,000
9. Telephone
3,658
3,660
3,780
630
1,890
1,200
10. Office supplies b postage
3,089
3,080
3,070
765
1,535
520
I1. Equipment purchase & rental
2. Equipment/Office maintenance
2,719
3,510
3,360
102
208
3,050
13. Printing 6 publicity
8,734
8,275
7,395
.390
3,510
2,70
4. Local transportation
4,482
4,425
4,375
380
1,595
z;000
5. Insurance
14,215
14,038
14,354
195
1,669
12,500
6• Audit
2,000
2,000
2,000
2,000
-
7. Interest
8• Other (specify):Charter-Fee
17,735
17,827
16,767
2,519
8,435
5,230
9' Procram Supplies
16,370
16,232
14,945
14, 440
0'
448
700
900
900
21. Miscellaneous
780
300
300
So
50
200
22' Health & Accident Ins.
1,705
2,903
2,502
1,320
1,182
TOTAL EXPENSES (Show also an
page 2,11ne 2)
223,582
231,444
229,287
43,343
68,538
108,901
Notes and comments:
l-
4
58
/9D3
I
ff r
EIIPE!i0!7UPE D --'AIL (Continuec)
AGEUV : iodana coun,ii F r.__ -
4a
59
/9403
PROGP,AM
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PRO RAM
i
PROGRABi
8
1. Salaries
$5,445
2. Employee benefits 8 taxes
112
3. Staff development
25
4. Professional consultation
5. Publications/Subscriptions
6. Dues 6 Memoerships
130
7. Rent
200
8. Utilities
9. Telephone
60
10. Office supplies & postage
250
11. Equipment purchase 6 rental
12. Equipment/Office maintenance
13. Printing 8 publicity
795
14. Local transportation
400
15. Insurance
16. Audit
17.Interest
18. Other (specify): charter Fee
583
19. Program supplies
505
20, Propert/ Taxes
21.
22.
SAW Nm on
TOTAL EXPENSES o.ye i, nna, t
8,505
Notes and comments:
4a
59
/9403
AGENCY: Iuwana Council of
Attad rv01manon or my difference
SAL. -?IED POSITIONS betml uluY Eciveen+nnry paids+;ary+vnl+ele+nn
Position Title / Last Name FTE`'
Last (This I Next
Year Year Year
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
CHANGE
109,492
116,702
114,786
( 27) i
Total Salaries Paid
6.86
7.18
16.91
109,412
116,702
114,786
( 291
• Full-time equivalent; 1.0 •full-time; .S • Half-time; etc.
RESTRICTED FUNDS (Complete detail Forms 7 & 8)
Restricted by: Restricted for:
Donor Resident Camp Camperships
Donor Day Camp Cmpershi's
CampHitaaa Capital Improve
3,178
1,393
1,000
(28X)
331
199
216
3,973
216
99,000
0%
2400 X
Dcnrr
Donor Camp Hitaga Program
❑nnnr Horgm and Riding Suonlies
1,221
57 1
12
165
0
165
OX•
Donor Membership Dues. Assistance
1,090
1,009
909
10Y.I'^'^-,I
Donor, Camp Hitaga hquipmen
Board Land, Building 6 Equipment
Board Council Program Fund
Board Camp Hitaga Capical Improve
Board Unemployment Fund
4�O
18,726
98
3,832
3,541
14,951
98
3,128
4,718
11
14,951
98
3,000
5,892
0%
OX
0%)
25%
Board Horse and Riding Suppiles
240
240
Z4U
u/6
IN-KIND SUPPORT DETAIL
Services/Volunteers ($3.50/volunteer hour)
182,000
182,000
200,200
10% 1
Material Goods
3,030
4,000
4,000
0%
Space, utilities, etc.
Other: (Please specify)
I
3
60
1
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AGE!IC7: IOWANA COUNCT!. OF
Baan $a Ileneaan of any difference lArybet.ee.
.ennm 1. $a Illy 41111 eele and amel alar paid
pa
SALAR!E] POSITIONS
Position Title / Last Name FTE*
Last This Next
Year Year Year
1985 1986 1987
Director/Baker 1.0 1.0 1,0
Program Dir./Fair 1.0 1.0 1.0
Program Dir./Womachka 1.0 1.0 .83
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
CHANGE
109, 492
116,702
114,786
( 2'/.)
17,144
13;718
i
13,;629
18,001
12,600
13,899
18,722
13,230
11,025
4%
5%
(21%)
Program Dir./Noth
.16
.375
.375
2,148
4,725
5,000
6%
Program Dir./Rohlena
.20
.30
.40
4,229
4,182
5,076
21%
Registrar/Every
1.0
1.0
.50
8,754
8,400
4,922
(41%)
Rnokkee w
5
.50
.80
3 9711
5 040
9,200
83%
rAinp DirpIrnr/Hamil toll
1.0
1.0
1.0
11 ,550
12,128
12,734
5%
1 4
11 914
12,510
5%
12%
Day CampStaff
SEAS
NAL
2,713
1,724
1,152
(33%)
111. This position was vaunt
fit
2!5 m
nths it
1985.
*Full-time equivalent 6.86 7.18 6.91
1.0 = Full-time; .5 =Half-time; etc.
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BE'iE=:T DETAiL
AGuIC'R L�WANA COUNCIL OF CAMP
TAXES AND PERSONNEL
BENEFITS
ACTUAL
THIS YEAR
BUDGETED
(List Rates for. Next
Year)
LAST YEAR PP.OJECTED
NEY.7 YEAR
TOTAL
14,580
14,957
14,987
FICA
.0715 % x 5114,786
7,829
8,344
8,2U
Unemolavment Com .'
i
1 % x S114,786
time and other (Specify)
half
1,177
1,174
Worker's Comp.
i
% x 5
930
1,171
1,286
Retirement
% S
Health Insurance 12 $54
0
12
x
_JMon.
Disability Ins. 0 f 0 /Mon.
--0-
—v -
Health Ins.
S m0-- T-Finuiv,
0
0
Dental Ins, 1 $ Mon.
S ' oer mo.: family
5,821
4,265
4,320
Ofsabilit Ins.
% S
Holidays JL li Days
0
-717
x
Sick Leave -12_ 1_ Days
0
Life In
I S
0
59
per month
Other
I %
x
I% x S
How far below the Salary
Study Committee's
recommenaation is your
director's salary?
Sick Leave Policy:
Maximum Accrual 480 hours
Months of Operation During
Year: All
12 days per
year for years to
—
_ days per
year for year — to —
Hours of
Service: Mondays
8:30-8:00
Vacation Policy:
Maximum Accrual
8:30 -5:06 pus evenings & wee
clerical- ,n days per
176 hours
year for years o to 5
Holidays:
prof. days per
_?
-E-to
year for year to _
11
days
per year.
Work Week: i
Does your staff frequently
Now do
you compensate for overtime?
work more hours per week
clerical professional
than they were hired for?
X
x
time off x none
Yes No
During the months of Sept.-Dfy
especially
time and other (Specify)
half
a pay
DIRECTOR'S POINTS 6 RATES STAFF BENEFIT POINTS
Comments:
Retirement 0 f 0 /Mon. Minimum
Maximum
Health Insurance 12 $54
0
12
_JMon.
Disability Ins. 0 f 0 /Mon.
--0-
—v -
Life Insurance �_ f�,Mon. ,
0
0
Dental Ins, 1 $ Mon.
Vacation Days 22 22 Days i
—p-
22
Holidays JL li Days
0
-717
Sick Leave -12_ 1_ Days
0
POINT TOTAL 59
0
59
0
62
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OP-:0NAL BUOS_T 'ORM
l:naicace :+/..
AGENM IOWANA COUNCIL OF CAMP FIRE if applicable;
DETAIL OF RESTRICTED FUNDS
I .(Source Restricted Only --Exclude Board Restrictea)
r
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A. Name of Restricted Fund RPqjrjPnr Camp �Camperships
1. Restricted by: Donors
2. Source of fund: Individual donors, service and fraternal organizations
3. Purpose for which restricted: To provide camperships for youth from financially
disadvantaged ami ies.
4. Are investment earnings available for current unrestricted expenses?
X Yes No If Yes, what amount: 100%
S. Date when restriction became effective: 1975
6. Date when restriction expires: When the funds have been completely used.
7. Current balance of this fund: $1,393.34
B. Name of Restricted Fund Day Camp camperships
1. Restricted by: Donors
2. Source of fund: Individual donors service and fraternal organizations
3. Purpose for which restricted: To provide camperships for youth from financially
disadvantaged families.
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount: l00%
S. Date when restriction became effective: 1976
6. Date when restriction expires: When the funds have been completely used.
7. Current balance of this fund: $215.67
C. Name of Restricted Fund eamp Hit--- Caoltal Improvements
1. Restricted by:
2. Source of fund: r diviaual donors
3. Purpose for which restricted: capital im rovements at Camp Rica¢a
4. Are investment earnings available for current unrestricted expenses?
Yes g,No If Yes, what amount:
5. Date when restriction became effective: 1031 —
6. Data when restriction expires: when the funda have been completely used.
7. Current balance of this fund: S3,971.06 —
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OPTiO:;AL =.)P:^.
Inaicace :+ice
AGENCY: IOWANA COUNCIL OF CAMP FIRE if applicao!E!
DETAIL OF RESTRICTED FUNDS
.(Source Restricted Only --Exclude Board Restricted)
A. flame of Restricted Fund Camp Hitaga Program Fund
1. Restricted by: Donors
2. Source of fund: Individual donors, service and fraternal groups
3. Purpose for which restricted' To purchase program related equipment and materials
or Camp hitaga.
4. Are investment earnings available for current unrestricted expenses?
X Yes _No If Yes, what amount: 100%
S. Date when restriction became effective: 1979
6. Date when restriction expires: When the funds have been completely used.
7. Current balance of this fund: 911.51
B. Name of Restricted Fund Horse and Riding Supplies
1. Restricted by: Donors
2. Source of fund: Individual donors and a Pony Club
3. Purpose for which restricted: To purchase horse and riding supplies.(
4. Are investment earnings available for current unrestricted expenses?
,Yes No If Yes, what amount: 100%
5. Date when restriction became effective: 1979
6. Date when restriction expires: When the funds are completely used
7. Current balance of this fund: 9165.00
C. flame of Restricted Fund Membership Dues/Program Fees
1. Restricted by: Donors
2. Source of fund: Individual donors and bequests
3. Purpose for Which restricted: To pay membership dues for youth from financially
disadvantaged families.
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount: 100%
S. Data when restriction became effective: 1978
� 6. Gate when restriction expires: When the funds have been completely used,
]. Current balance of this fund: $1009.10
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OPTIONAL BUDHT Fi)2Y
(Inaicate N/i
AGENCY: IOWANA COUNCIL OF WT FIRE if applicable;
DETAIL OF RESTRICTED FUNDS
.(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund Camp Hitaga Equipment Fund
1. Restricted by: Donors
2. Source of fund• Individual donors, service and fraternal organizations.
3. Purpose for which restricted: To purchase equipment for Camp Hitaga.
4. Are investment earnings available for current unrestricted expenses?
X Yes _No If Yes, what amount: 100%
S. Date when restriction became effective: 1975
6. Date when restriction expires: When the funds are completely used.
7. Current balance of this fund: $257.13
B. (lame of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Date when restriction expires:
7. Current balance of this fund:
C. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Data when restriction expires:
7. Current balance of this fund:
65
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AGENCY: IOWANA COUNCIL OF CAMP FIRE
OcL'enal Budget =ern;
DETAIL OF BOARD DESIGNATED RESEP.VES f a plic ble
(For Funds Which Are Not Donor Restricted)
�r applicable)
A. Name of Board Designated Reserve: Land, Building and Equipment Fund ^'
I. Date of board meeting at which designation was made: 1-17-83
2. Source of funds: Pearl Taylor Estate
3. Purpose for which designated: For purchase of land, building or equipment
i for the Iowan Council of Camp Fire
4. Are the investment earnings available for current unrestricted expenses?
,Lyes No If Yes, what amount: 100%
5. Date board designation•became effective 1-17-83
6. Current balance of this fund: 14 951.15 expires------
B. Name of Board Designated Reserve: Council Program Fund
1. Date of board meeting at which designation was made: 1-17-83
2. Source of funds: Individual donors
3. Purpose for which designated: To ourchase nro¢ram m
related to the Camp Fire club program. aterials and equipment
4. Are the investment earnings available for current unrestricted expenses:
gYes No If Yes, what amount:
5. Date board designation became effective: ,_ n -Ra
expires: _===.=_
G. Current balance of this fund: $97.50
C. Name of Board Designated Reserve: Camp Hitaga Capital Improvements
I. Date of board meeting at which designation was made: 3-31-84
2. Source of funds: Candy sale
3. Purpose for which designated: For capital improvements at our resident camp
Camp Hitaga.
4. Are the investment earnings available for current unrestricted expenses:
,Yes No If Yes, what amount: nny.
5. Date board designation' became effective: 3-31-84
6. Current balance of this fund: $3,128.24 expires; —
8
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IOWANA COUNCIL OF CAMP FIRE �-['.oral 9:a c=� °ar.-
AGENCY: inoicate N/
DETAIL OF BOAP.D DESIGNATED REEVES if applicable;
(For Funds Which Are Not Donor Restricted)
A. flame of Board Designated Reserve: unemployment
1. Date of board meeting at which designation was made: 6-20-83
2. Source of funds: operational Funds
3. Purpose for which designated: To cover any unemployment insurance claims against
the Iowan Council. We do not pay into the state fund.
4. Are the investment earnings available for current unrestricted expenses'
Yes No If Yes, what amount: 1007
5. Date board designation* became effective% 2-20-84 ---------
expires'_
6. Current balance of this fund: $4,718.30
B. Name of Board Designated Reserve: Horse and Riding Supplies
1. Date of board meeting at which designation was made: 1-21-85
2. Source of funds: Sale of two horses
3. Purpose for which designated: To purchase horses and/or riding supplies.
4. Are the investment earnings available for current unrestricted expenses:
2L Yes No If Yes, what amount: 100%
5. Date board designation became effective: 1-21-85 expires: ----------
G. Current balance of this fund: $240.12
C. flame of Board Designated Reserve:
1. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
5. Date board designation' became effectiva: expires: -
6. Current balance of this funa:
8a
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Conditions of Association
AGENCY: Iowana Council of Camp Fire
AGENCY HISTORY
(On this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans, Please up -date
annually.)
MISSION: To provide through a program of informal education, opportuni-
ties for youth to realize their potential and to function effectively as
caring, self-directed individuals responsible to themselves and to others;
and, as an organization, to seek to improve those conditions in society
which effect youth.
GOALS, CURRENT 6 FUTURE PLANS: See attached goals and objectives.
HISTORY OF THE IONANA COUNCIL OF CAMP FIRE: The first Camp Fire club
was organized in Cedar Rapids in 1912 to provide an opportunity for girls
to reach their full potential through a program of recreation.
In 1926, a leaders group called the "Guardian Association" was formed.
This group adopted a constitution and elected officers. During 1928, a
council of 100 was organized and was later to be know as "The Cedar Rapids
Council of Camp Fire Girls". Miss Altana Burr was hired to serve as a
full-time executive secretary at Camp Fire's central office in Cedar
Rapids. Mrs. James Knox was elected the first president of the council,
and the Sponsor Board became the first Board of Directors.
The structure again changed in January of 1950 when "The Cedar Rapids
Council of Camp Fire Girls" became the "Iowana Area Council". The council
was then expanded to serve Cedar Rapids, Marion, Springville, Central City,
Anamosa, Lisbon, Mt. Vernon, and Tipton.
January 1, 1956, the structure of the council was again changed and became
the "Iowana Council of Camp Fire Girls". Through the years, Camp Fire
expanded its jurisdiction. In 1966 Solon joined the Iowana Council and in
1967 Iowa City formed 11 Camp Fire clubs and became part of the Iowana
Council of Camp Fire Girls. In 1985, a program director was hired to
service the Johnson County area.
In 1975, the organization was expanded to include boys and girls. The
name was changed to reflect this new direction and we became the Iowana
Council of Camp Fire, Today's programs are more than just recreation,
they play a vital role in a youngster's development. The Iowana Council
of Camp Fire has also operated a resident camp called Camp Hitaga since
1931. For the past 45 years we have operated a day camping program called
Camp Menahka.
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Conditions of Association
AGENCY: Iowana Council of Camp Fire
AGENCY HISTORY
(On this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans, Please up -date
annually.)
MISSION: To provide through a program of informal education, opportuni-
ties for youth to realize their potential and to function effectively as
caring, self-directed individuals responsible to themselves and to others;
and, as an organization, to seek to improve those conditions in society
which effect youth.
GOALS, CURRENT 6 FUTURE PLANS: See attached goals and objectives.
HISTORY OF THE IONANA COUNCIL OF CAMP FIRE: The first Camp Fire club
was organized in Cedar Rapids in 1912 to provide an opportunity for girls
to reach their full potential through a program of recreation.
In 1926, a leaders group called the "Guardian Association" was formed.
This group adopted a constitution and elected officers. During 1928, a
council of 100 was organized and was later to be know as "The Cedar Rapids
Council of Camp Fire Girls". Miss Altana Burr was hired to serve as a
full-time executive secretary at Camp Fire's central office in Cedar
Rapids. Mrs. James Knox was elected the first president of the council,
and the Sponsor Board became the first Board of Directors.
The structure again changed in January of 1950 when "The Cedar Rapids
Council of Camp Fire Girls" became the "Iowana Area Council". The council
was then expanded to serve Cedar Rapids, Marion, Springville, Central City,
Anamosa, Lisbon, Mt. Vernon, and Tipton.
January 1, 1956, the structure of the council was again changed and became
the "Iowana Council of Camp Fire Girls". Through the years, Camp Fire
expanded its jurisdiction. In 1966 Solon joined the Iowana Council and in
1967 Iowa City formed 11 Camp Fire clubs and became part of the Iowana
Council of Camp Fire Girls. In 1985, a program director was hired to
service the Johnson County area.
In 1975, the organization was expanded to include boys and girls. The
name was changed to reflect this new direction and we became the Iowana
Council of Camp Fire, Today's programs are more than just recreation,
they play a vital role in a youngster's development. The Iowana Council
of Camp Fire has also operated a resident camp called Camp Hitaga since
1931. For the past 45 years we have operated a day camping program called
Camp Menahka.
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ACCOUNTABILITY QUESTIONNAIRE
A.
Agency's Primary Purpose:
To provide through a program of informal education, opportunities for youth
to realize their potential and to function effectively as caring, self-
directed individuals responsible to themselves and to others; as an
organization, to seek to improve those conditions in society which affect
youth.
8.
Program Name(s) with a Brief Description of each:
1) The Camp Fire Club Program is for boys and girls ages 5-18 who meet
regularly with a volunteer leader. The program emphasizes self -
development,skill,development and social skills.-
2) Resident Camp - Camp Hitaga is a program ficility in the following
.ways: 1) summer resident camp; 2) program site for the Camp Fire
�.
membership and clubs; and 3) available to outside groups as a rental
facility.
3) Day Camp - A summer day camp program for youth wishing a daytime
9:00-3:00 outdoor education experience., .!.
C.
Teli us what you need funding for.
Funding from the Johnson County United Way will be used to provide Camp Fire
leaders with professional staff assistance and training seminars about the
Camp Fire program levels (Sparks for kindergartners, Blue Birds for 1-3
graders and Adventure for 4-6 graders) and on how to maintain and recruit
be used to develop �.
J
new youth members and club leaders. The funds will also
and implement educational and recreational programs for Camp Fire members.
0.
Management:
1. Does each professional staff person have a written job descriptir:
_
Yes % No f
I.
2. Is the agency Director's performance evaluated at least yearly?
% No By whom? Board President
Yes �
i.
E.
Finances:
1. Are there fees for any of your services?
Yes X No
a) If "yes", under what circumstances?
Membership dues and club program fees
Resident camp fees
Day Camp fees
b) Are they flat *X sliding ? *If a youth is unable to afford
to pay a program fee, Camp Fire
has financial assistance funds
�+
for membership dues, day camp 69
P-2 camperships and resident camp •;
camperships. See attached statistics
on these funds.
C ) Please discuss your agency's fund raising el`forts, if applicable.
1)QSP HOP1E FOR THE HOLIDAY SALE: November 1986. This is nc- a door-
to-door sale, but rather aimed at Camp Fire families and 'riends.
2) Candy Sale:January and February 1987. Each year the coutcil nets
between $55,000-$65,000 on this sale.
3) Supporting Membership Drive: March and April 1987.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays fcr
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 661 Year 1986
b) Unduplicated Count 551
2:' How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated,Count 475
b) Unduplicated Count 403
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 106
b) Unduplicated Count 87
4. How many units of service did your agency provide to Johnson
County residents last year? — 1,739
5. Please define your units of service.
Club Program: 1 unit is equal to 1 member
Resident Camp: 1 unit is equal to 1 camp for one day
Day Camp.: 1 unit is equal to 1 camp for one day
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6.
In what ways are you planning for the needs of your service
population in the next 5 years?
a) -The Iowana Council of Camp Fire has developed a 3 to 5 year plan to
assist us with meeting the needs of area youth in the future.
b) Camp Fire is hoping to expand to provide short-term self-reliance
programs to the public
7.
Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery,
a) Lack of volunteers to serve club leaders.
b) With more and more community groups conducting special fundraisers,
parentEi of Camp Fire youth aren't as supportive of our annual Candy
Sale.
8.
List complaints about your services of which you are aware.
a) Unable to meet the needs of all youth requesting camperships.
9.
Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
Yes, because we are unable to find volunteers who will serve as a club
Z
leader for the group. Camp Fire has encouraged. co-op clubs where parents
would rotate leadership responsibilities. By approaching new population
we hope to be able to serve all youth in Johnson County who express an
interest in Camp Fire.
How many people are currently on your waiting list?
20
10.
In what way are your agency's services publicized?
This past year, Camp Fire has received much favorable.media coverage in
the following programs or events: Camp Fire club programs, resident camp
program, day camp program, membership recruitments, candy sale, annual
meeting, volunteer recognition, birthday week and other youth events.
Camp Fire's events are publicized through newspaper stories, radio and
television coverage and marquA4
71
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FINASCIAL ASSISTANCE
Club Program
No.
Se
Tot
Resident Camp
Day Cam
No.
Linn County United Wav Camperships
72
iya�
1984
1985
40
55
39 -------------
14
$240
$327
$261
$ 81
1982
1983
1984
1985
1986 ...
73
87,
82
74
45 i,
$2830
$2738
$3415
$2750
$2334
i
1982
1983
1984
1985
1986
6
12
17
16
5 +
..,
$107
$268
$360
$3331
$120 i �
1982
1983
1984
1985
i
1986
42
22
23
23
18 �.
$3000
$1957
$2000
$2000
$2000
-.1
72
`AM
1986 COUNCIL GOALS
I. INCREASE CAMP FIRE PROGRAM SERVICES AND MEMBERSHIP.
A. Establish an "Advisory Council" of former friends of Camp Fire by
March 1987.
B. Develop and implement a response program in one community by December
1986.
C. To conduct a Camp Fire Recruitment Night in all schools during September
1986.
.D. Develop a planning calendar for attaining membership goals by March
1986.
E. Maintain the existing training program for school coordinators.
F. Start Camp Fire in one new community by November 1986.
G. Continue to involve our Camp Fire youth in club leadership roles.
II. DEVELOP A SOUND FINANCIAL PROGRAM AND DEVELOP ADDITIONAL FUNDING METHODS FOR
THE FUTURE.
A. Continue to investigate the feasibility of becoming self-supporting.
B. Increase the income from the supporting membership and corporate con-
tributions by 25% by fall of 1986.
C. Continue the "Earn Your Way to Camp Sale" as an annual fund raising
effort.
D. Investigate new products for a direct door-to-door sales for spring
1986.
��•'� E. Implement a fund raising program for Capital Improvements at Camp Hitaga
,....// by February 1, 1986.
III. DEVELOP. INCREASED PUBLIC AWARENESS OF CAMP FIRE IN THE COUNCIL AND COMMUNITY.
A. Deelop a poster with local youth to distribute to all schools prior
to "Recruitment Night" by September 1986.
B. Research a committee called "Marketing" that would encompass the present
membership and public relations committee by January 1987.
C. Continua to contact newspaper, radio and television to cover important
Camp Fire events.
D. Develop a public relations campaign regarding Camp Fire's new uniforms
by September 1986.
IV. USE PROVEN MANAGEMENT TECHNIQUES IN MANAGING THE BUSINESS OF CAMP FIRE.
A. Develop a three to five year long range plan for Camp Fire by December
1987.
B. Use proven marketing and management techniques to develop case state-
ments to analyze our various markets and products by August 1987.
C. By March 1986, offer a workshop for volunteers which helps them to
utilize and transfer their volunteer skills into career opportunities.
D. Review and formalize the process used to determine how and from whom
we purchase goods and services by September 1986.
J
• 73
AGENCY: IOWANA COUNCIL OF CAMP FIRE
PROGRAM: CLUB SERVICES
PURPOSE: The purpose of Camp Fire is to provide through aprogram of
informal education, opportunities for youth to realize their potential
and to function effectively as caring, self-directed individuals respon-
4 Bible to themselves and others; and as an organization, to seek to improve
those conditions in society which effect youth.
GOALS 6 OBJECTIVES:
i
* Review and revise the MAHNA Camp Fire award program.
* Develop and implement a mid -year volunteer support workshop
entitled "Minitag.".
* Beginning to develop a program to celebrate Iowana Council of _ -
Camp Fire's 75th Anniversary.
* Increase the involvement of all districts of the Iowana Council
on board committees.
l * Complete National Camp Fire's Council Evaluation Process. i
-- * Revise the Iowana Council of Camp Fire's long-range plan. �.
TECHNIQUES USED:..
Camp Fire's club program utilizes a small -group format. This allows
for youth to assist with the planning, implementing and evaluating of ..
.programs in which they participate. There are also opportunities to I '.
individualize the Camp Fire program to meet the specific needs and
concerns of each child in a club.
The Camp Fire program is also youth -centered rather than adult or activity
centered. The program components, activities, honors and awards are tools ' L.
_ to meet the needs of groups/or individuals. The program also encourages;
and to develop life skills, including special emphasis on self -social and
skill development.
OTHER RESOURCES:
Many volunteers are needed to serve as club leaders and to assist with S
the development of new programs for youth. Camp Fire draws on many { I.
community organizations and agencies to conduct or serve as resource persons
for specialized workshops or events held for youth throughout the year. �..
For example, the Linn County Conservation Commission has provided Camp Fire 1.
assistance in providing "Wise old Willie", a conservation program for
Blue Bird youth, or St.' Luke's Hospital has conducted a "Child Care" '.
course for fifth graders.
COST OF PROGRAM;
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AGENCY: IOWANA COUNCIL OF CANP FIRE
PROGRAM; RESIDENT CAMP
PURPOSE:
The purpose of Camp Hitaga resident camp is for each camper to realize the
worth and dignity of oneself and others; learn of and appreciate one's
surroundings; be involved in wholesome fun, practice safe skills in all camp
activities; and respect spiritual and ethical values.
GOALS A14D OBJECTIVES:
* To conduct a conference for youth regarding how the farm crisis
is impacting their lives in cooperation with other area agencies.
* To continue to investigate a "Wellness Camp" in cooperation with
Mercy Hospital in Cedar Rapids
• Promote increased use of Camp Hitaga as a rental facility for
community groups
• Expand the Camp Hitaga Campership Program by recruiting potential
campership candidates through the Iowana Council school system
• Continue to expand the programming possibilities for older youth
1M ej.0�1g10*o*)44
The Camp Hitaga program is a unique combination of individual choice and
Q small group activities. There are certain times during the mornings and
afternoons when the campers choose their own program. During the rest of
the day, each unit and its counselor plan the activities in which their group
will take part. Campers learn responsibility and self-sufficiency as they
provide their own motivation for achievement.
RESOURCES NEEDED:
Camp Hitaga has a full-time director and caretaker. The seasonal staff
consists of an assistant director, nurse, 22 counselors, 3 cooks and a
caretaker's assistant.
COST OF THE PROGRAM: $108,696.00
AGENCY: I014ANA COUNCIL OF CAMP FIRE
PROGRAM: DAY CAMP
PURPOSE:
The purpose of Camp Menahka Day Camp is to provide an opportunity for youth to grow
in skills related to their physical, mental and social well-being, in their relation-
ship with others (peers and adults who help them), and in their appreciation and
knowledge of their natural surroundings (all creatures and plants living, the
surrounding woods, air, water and grasslands).
GOALS & OBJECTIVES:
• Increase participation by youth from financially disadvantaged families
• Review possible new sites for the day camp program
• Increase the number of adult volunteers using the day camp delivery system
• Review the current programming for older youth and revise to increase
day camp attendance by this age group
• Increase the publicity received by the day camp
• Continue to revise the day camp curriculum to meet the needs of area youth
TECHNIQUES:
Camp Menahka utilizes a small group process with emphasis on youth having input
into decisions about activities they will carry out. They are involved in the
planning, problem solving and decision-making for these activities and assume the
responsibilities resulting from their decision. The program is also youth -centered
and provides for the following: 1) for youth to learn by doing; 2) encourages
opportunities for positive peer interaction; 3) tries to reduce sex role -stereotyping)—
and 4) assists with the development of life skills. ` )
RESOURCES NEEDED:
One of the district directors for the Iowans Council of Camp Fire serves as the
Director of Camp Menahka. In addition, we hire a core counseling staff of three
counselors. Camp Fire also utilizes adult volunteers who serve as counselors
and youth volunteers who serve as assistant counselors.
Area agencies provide instructors or serve as resource persons for specialty
activities held at day camp. For example the Dairy Council and the Linn County
Extension Service have done nutrition workshops and the Corp. of Engineers has
conducted a nature activity for the campers.
COST OF THE PROGRAM: $8,505.00
76
/yo3
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR:
AGENCY NAME:
ADDRESS:
PHONE:
COMPLETED BY:
APPROVED BY BOARD:
CHECK YOUR AGENCY'S BUDGET YEAR on 9/10/86
date
Ken Kauppi
CRISIS INTERVENTION CENTEI
26 E. Market St.
351-2726
Ken Kauppi
authorizedauthoriZed signature)
1/1/87 - 12/31/87
4/1/87- 3/31/88
7/1/87 - 6/30/88 xxxxx
10/1/87 - 9/30/88
COVER PAGE
Program Sumnary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Program 1 -- SUICIDE PREVENTION AND CRISIS INTERVENTION
A. Suicide prevention:
1. Telephone (24 hours)
2. Walk-in counseling
3. Emergency Transportation
4. Community Education (speakers, training)
B. Immediate short-term counseling
C. Information and Referrals '
1. Local, state, national human services listings
2. Contact agency for AA, OA, EA, NA, PA, Unbound, Inc., others
D. Message relay service for deaf callers (TDD deaf caller teletype)
E. Volunteer and practicum opportunities
All services are free, anonymous, and confidential
Local Funding Summary:
4/1/85 -
3/31/86
4/1/86 -
3/31/87
4/1/87 -
3/31/88
United Way of Johnson County d°" n""""i°°•
does notM glydnq
$ 23,400
S 24,450
25,672
'-.Johnson County SEEPAGE BUDGET I $ 25,475 I S 26,494 I E 26,494 I
City of Coralville 5 1,400 S 1,400 $ 1,400 77
N. I /9a3
i
FY 86
FY 87
FY 88
City of Iowa City 'EEAE"ic..
S 8,460
S 8,798
1 $ 8,798
'-.Johnson County SEEPAGE BUDGET I $ 25,475 I S 26,494 I E 26,494 I
City of Coralville 5 1,400 S 1,400 $ 1,400 77
N. I /9a3
i
i I .
AGENC7: CRISIS INTERVENTION CENTER
BUDGET SUMMARY
ACTUAL THIS YEAR BUDGETED
LAST YEAR PROJECTED NEXT YEAR
Enter your Agency's Budget YearFY 86 FY 87 I FY 88
I_ TOTAL OPFRATTNG RIInGFT ITntAI a a hl 7c o<a
a. Carryover Balance w:nauucei""�'
3,093
V.., •VV
2,130
OL, LJ/
0
b. Income (Cash)
72,870
79,978
82,157
2. TOTAL EXPENDITURES (Total a + b)
73,833
82,108
82,157
a. Administration
44,300
49,265
48,073
b. Program Total (List programs below)
29,533
32,843
34,084
CRISIS INTERVENTION AND SUICIDE
29,533
32,843
34,084
PREVENTION PROGRAM
3. ENDING BALANCE (Subtract I - 2) 2,130 1 0 0
4. IN-KIND SUPPORT (Total from Page 5)114,430 113,333 103,783
S. NON-CASH ASSETS 0 156,500 156,500
Line 5 NOTE: 10/1/87 We have received authorization to purchase and
Notes and comments: remodel a building for a new facility from a Community Develop-
ment Block Grant. This will occur in FY 87.
2
INCOME DETAIL . FY 86 FY 87 0yGEg5Y: CRISIS CENTER
3
903
/
ACTUAL
LAST YEAP
THIS YEAR
PROJECTEC
BUDGETED
NEXT YE
ADMIN.
PROGRAM
PROGRAM
1. Local funding sources(List below
58,993
61,616
62,364
40,599
21,765
a, Johnson County
25,475
26,494
26,494
15,500
10,994
b. City Of Iowa Gity
8,460
8,798
8,798
4,399
4,399
c, United Way
23,658
24,755
25,672
20,000
5,672
d: City of Coralville
1,400
1,400
1,400
700
700
e.United Way--Spcl Allocation
0
169
0
0
0
f.
2. State,Federai,Foundations(List)
5,333
4,889
4,970
3,370
1,600
a•U of I Work Stud 60%
3 413
3.120
3.120
3.120
0
b.0 of I STUDENT SENATE
1,920
1,769
1,850
250
1,600
C.
d.
3. Contributions/Donations
3,471
2,700
2,700
0
2,700
a. United Way Designated Giving
2,619
2,200
2,200
0
2,200
b. Other contributions
852
500
500
0
500
4. Special events(List below)
2,956
2,750
2,500
2,500
0
I.C. Striders Hospice
&•Road Race
513
250
500
500
0
b. Fundraising
443
500
2,000
2,000
0
C. Suicide Workshop
2,000
2,000
0
0
0
S. Net sales -services
6. Net sales -materials
7. Interest income
315
200
200
200
0
8. OtHer(List below,including misc.)
1,802
7,823
9,423
578
8,845
a, Reimbursements
802
497
825
78
747
b, Comm. Mental Health Grant
1,000
6,826
8,098
0
8,098
C. Volunteer Designations
0
500
500
500
0
TOTAL INCOME (Show also on page 2,
line lb)
72,870
79,978
82,157
47,247
34,910
I.e., col 2: for purchase of TO machine. 4.c.: discontinued in
NQteand comments: l 9 e7. B.b.: CMH grant reimburses for existing services
3
903
/
EXPEBO!TUP.E OET;1'_ AGEN" CRISIS CENTER
4
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
1
PROGPAF:
2
1. Salaries
42,467
44,680
46,654
36,914
9,740
2. Employee benefits 6 taxes
6,443
7,385
7,914
5,935
1,979
3. Staff development
1,517
1,250
1,700
560
1,140
4. Professional consultation
1,503
0
0
0
0
5. Publications/Subscriptions
826
600
850
0
850
6. Dues 6 Memberships n/a
7. Rent
6,720
4,800
0
0
0
8. Utilities
1,770
1,800
1,500
750
750
9. Telephone
2,274
3,000
2,350
480
1,870
0. office supplies 6 postage
1,613
1,741
2,337
1,168
1,169
1. Equipment purchase 6 rental
755
4,033
1,956
1,216
740
2.. Equipment/Office maintenance
330
250 "
1,500
750
750
3. Printing 6 publicity
4. Local transportation n/a
254
300
400
0
400
5. Insurance
1,931
2,240
2,750
300
2,450
6. Aug" Fundraising
269
200
308
0
308
7. ZOWMstr ON-CALL/ALL NITE L
1,888
6,825
7.898
0
7>898
8. Other (specify): ADS
716
400
1,200
0
1,200
9. VOLUNTEER RECOGNITION
1,151
1,100
1,200
0
1,200
0. TRAINING
427
400
500
0
500
21. ANSWERING SERVICE/PAGERS
979
1,104
1,140
0
1,140
22.
TOTAL EXPENSES (Show also on
page 2,line 2)
73,833
82,108
82,157
48,073
34,084
4. PROF CONSULT: property appraisals and fees (CDBG reimbursed). 7.RENT: Col 2 decrease
Notes and epmaents: because Food Bank pays 50%; Col 3 zero; will own building.
9. TELEPHONE: Increase due to purchasing and installing new phone system.
11 EQUIPMNT PURCHASE 6 RENTAL: furniture and equipment not allowed in CDBG funding for
new facility. 17. ON-CALL/ALL NIGHT LINE: provides reimbursements for after hours
staff; newly funded by Community Mental Health.
an
4
j,,,&tjoA of
Ottremtennull %llny tvi,l,Elt'Inde
r
NS Ictus Iduy Paid
/ LaFTE'Last (This INext
Year Year Year
pi1.0 1.0 1.0
Martinez 1.0 1.0 1.0
umble
0.5 0.5 0.5
c n.s 0.5
• Full-tim 41"1" mu 1.0 • Fu11•Nr; .S • .............
Itc•
RESTRICTED FONDS (Coleplete detail Jorms 7 6 8
Restricted by: Restricted for:
HUD 6 Iowa City New facility
Board Furnishings and
equipment
Savina�s�— �—
i
ST YEAR
ACTUAL
Fy 86
AGENCY: CRISIS CENTER
7;11 NEXT YEAR ;
PROJECTED BUDGET CHANGE
20,527rL76000
16,738
104,050
2,601
Services/Volunteers 100 counselors; 14,235 hr.
42,461 1 44,680
0 1 156,500
22,806
18,648
2,600
2,600
46,654
0
MATCHING GRANTS
Grantor/Matched by:0%
3282/1920 3120/2080 3120/2080
Work Study/Crisis Center 60/40 x
IN-KIND SUPPORT DETAIL39 Screening/training
104,050
94,653
Services/Volunteers 100 counselors; 14,235 hr.
106,080
1,500
500
0
Material Goods
1,450
1,200
1,450
Space, utilities, etc.
Other: (Please specify)
700
750
clerical, CIvill Bug Man
650
Maintenance,
5,000
6 ,633
6,930
36 trainees/165 hours114,430
J TOTALS
113,333
103,783
E
81
BENEFIT 'DETAIL
TARES AND PERSONNEL BENEFITS
(List Rates for Next Year)
AGENCY: CRISIS CENTER
ACTUAL THIS YEAR I BUDGETED
LAST YEAR PROJECTED NEXT YEAR
TOTAL 6,443 1 7,385 1 7,914
FICA
.0751 % x S 41,454
2,622
2,840
3,113
Unemolo ent ComP.-
% x S
�—
0
350
250
Worker's Comp.
fixed % x S staff.
% x S
$ per mo.: indiv.
332
315
351
0
0
0
Retirement
Health Ins.It
75 per mo.: 2family
% x S
$ per month
3,489
3,880
4,200
Disability Ins.
O
0
0
Life Ins. n/a
Other n/a
% x
% x S
n/a
How far below the Salary Study Committee's
recommendation is your
director's salary?
-1,389
-196 +890
(Entry Level in 1984
was $21,916)
Sick Leave Policy:
Maximum Accrual 96 hours
—t01
Months
of Operation During Year: 12
HCurs of Service: Phone 24 hours;
12 days per year for years
42_ days per
year for year 1 to inn
walk-in
11AM-11PM• T Rea 8AM-11PM
Vacation Policy:
Maximum Accrual 160 hours
Holidays: M.L. King added in 1986
20 days per
year for years T70 1
—Zff days per
year for year T to 1'W
9 days per year.
Work Week:
How do
you compensate for overtime?
Does your staff frequently
work more hours per week
x
time off none
than they were
hired for?
time and other (specify)
xxx Yes
No
a half pay
DIRECTOR'S POINTS 6 ES STAFF BENEFIT POINTS
RAT
Comments:
Mini m Maximmum
U S 0 Mon. 0
UNEMPLOYMENT COMP is usually 0%
Retirement
WORKER'S'COMP includes volunteer
Health Insurance 24 $ 128 Mon. 0 24
staff and Work Study
Disability Ins. _ S=Mon• _
Life Insurance
f_�Mon.
Dental Ins. 4
S 30 Mon. 0 4
Vacation Days 20
20 Days 20 20_
Holidays 9
9 Days 9 9
Sick Leave 12
12 Days 9_ 1_
POINT TOTAL 69
41 69
6
,
.J
82
1,703
IM
OPT109AL =
v IOWA CITY CRISIS INTERVENTION CENTER 1notC2Le 7/.,
BUDGET OPm
AGENCY: if applicable)
DETAIL OF RESTRICTED FUNDS
.(Source Restricted Only --Exclude Board Restricted)
i
! A. Name of Restricted Fund Community Development Block Grant (CDBG)
i
1. Restricted by: _Iowa City and Dept. of Housing and Urban Development (HUD)
i
j 2. Source of fund: HUD - Community Development Block Grant Funds
3. Purpose for which restricted: purchase, rehabilitate remodel new facility
4. Are investment earnings available for current unrestricted expenses?
_Yes xNo If Yes, what amount:
5. Date when restriction became effective: 1-1-86
6. Date when restriction expires: 12-30-86
7..__Current balance af..this fund: $61,283 as of 10-16-86
8.,,..Name pf.Restricted. Fund
..1._ Restricted by; .
2.., Source, of fund:
3. Purpose for which restricted:
„.
,-4.- _Are investment earnings available for current unrestricted expenses? --
_Yes _No If Yes, what amount:
S. Date when restriction became effective:
6. Date when restriction expires:
7. 'Current balance of this fund:
C. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes _No If Yes, what amount:
S. Date when restriction became effective:
6. Date when restriction expires:
J 7. Current balance of this fund:
7 83
I
AGENCY: IOWA CITY CRISIS INTERVENTION CENTER Oct'onal Bud^et =0 r,7
DETAIL OF BOARD DESIGNATED RE_EP.YES if71'mapplicable)
GIMe H/
(For Funds Which Are Not Donor Restricted)
A. Name of Board Designated Reserve: BOARD DESIGNATED SAVINGS
1. Date of board meeting at which designation was made: 2-86
2. Source of funds: fundraising
3. Purpose for which designated: computer, call room furniture On -All d All
Night Line Reimbursements
4. Are the investment earnings available for current unrestricted expenses?
_Yes x No If Yes, what amount:
5. Date board designation became effective% 2-86
expires L.
6. Current balance.of:this,fund: $2,048 as of 7-1-86.
B. Name of Board Designated Reserve:
1. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
_Yes _No If Yes, what amount:
5. Date board designation became effective: expires:
. G• Current balance of this fund:
C. Name.of.Board Designated Reserve:
1. Date_of..hoard meeting at which designationwas made:
2. Source of funds:
_3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
5. Date board designation' became effective: expires:
6. Current balance of this fund:
P
84
/905
-I
Agency:
IOWA CITY CRISIS INTERVENTION CENTER
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
The Crisis Center is a 501(3)c, non-profit, private corporation. It is
governed..by a 'Board of Directors (8 community leaders, 7 Center volunteers).
--' The Center -began in 1970 as crisis and `drug hotline operating from a secret
location. Walk-in counseling began in 1972, and -hours of operation expanded.
•.The.Transient Service (1975) provided emergency food, :shelter ,,and transportation.
Single, sober males could be accomodated at -the City,Jail; families and women
- .. were..put_up in guestrooms.when;funds permitted.. Our policy.iJwas that of one
time,only.assistance._, -
In response to the need for 24 hour suicide prevention; webegan `the Suicide
Line, now called the All Night Line. Volunteer training.expanded;.we adopted .
the Developmental Helping Model (Egan & Carkhuff); developed a Case Management
• 'Model';'to'deal,with "chronic'Ior repeat callers. We trained the first volunteers
for the'Spouse Abuse Victim Advocacy Program (SAVAP), how the Domestic Violence
Project (DVP):-' We have assisted with training Volunteers at"other "crisis lines,
assisting with trainings at the U of I School of Social Work and residence halls,
peer counseling training, and others.
The Food Bank began with with minigrant from HACAP in 1978. In 1982, after some
dramatic growth of the foodbank, we.hired.a.program coordinator. Also in '82
" 'ewe'moved:t6`Old Brick,` which had adequate and safe food storage and more office
and counseling space. -
The decline in volunteers continued to affect our agency; however, the number of
clients -continued to grow beyond anyone's expectations.
In 1983and,again ;in1985.we.administered FEMA funds for emergency food and
shelter.- In 1982 westarted to administer the Project A.I.D.E. fund provided
by the Iowa -Illinois Gas & Electric Company; this helps to provide home energy
assistance for the elderly and disabled.
j In 1984 we began the message relay service for the deaf with a TDD machine
j donated by the Old Capital Kiwanis Club, a grant from Northwestern Bell,
jt United Way, and others.
{ We provide hands-on training for practicum students inthe fields of social work,
counseling education, psychology, and other fields. Our volunteer staff, ranging
in age from 18 to 60, comes from all occupations. Our programs and services
provide many excellent volunteer opportunities.
r We do not wish to expand our programs, but rather improve upon what we do. Our
aim is to enhance the quality of life of those peopXe living in Johnson County
and surrounding areas.
' We serve as a mailing address for the homeless.
✓ 85
P-1
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
To help promote the mental, emotional, social, and physical well-being
of people in our community.
To provide suicide prevention and crisis counseling, and community education
to accomplish this goal.
B. Program Name(s) with a Brief Description of each:
1. Crisis Intervention: includes short-term counseling, information and
referrals for -medical, legal; -counseling, or social concerns.
._ :_.:2... CommunityEducation:'apeaking engagements outreach training on
,suicide and communication skills. Provided free of charge to groups
and organizationsi
3: Message Relay Servce for the Deaf via•TDD machinIa (deaf•caller teletype)
4.` Information and referrals; we"are the contact agency for many support and
..self-help groups. ..
5. .Volunteer opportunities: in addition to going through our counselor training
program, there are opportunities for clerical, maintenance, foodpantry,•etc.
C... Tell us what you. need funding for.
Weneed' funding foroffice.. and counseling materials,telephones, insurance
'coverages, supplies, library and resource materials, training materials,
equipment," staff _salaries .and taxes,employse.benefits,,publicity, .program
costs :(Sea also AGENCY PROGRAM GOALS, "Resources Needed.$$)
D. Management:
1. Does each professional staff person have a written job description:
Yes x No
2. Is the agency Director's performance evaluated at least yearly?
Yes '- x No By whom? Board of Directors
E. Finances:
1., Are there fees for any of your services?
Yes No x
a) If "yes", under what circumstances?
b) Are they flat sliding ?
P-2
M
X90 3
j,.
IOWA CITY CRISIS INTERVENTION CENTER
c) Please discuss your agency's fund raising efforts, if applicable.
We do not charge for our services. We receive client donations,
individual and corporate gifts, and some fundraising is done on
behalf by fraternal,business, and social organizations. Our
suicide workshop was a fundraising event. Area churches provide
monetary and food donations to the Food Bank programs.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24`
1. How many residents of Johnson County (inc luding'lo wa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 6588 (est*ear FY 1986
b) Unduplicated Count 5380 (eat) (Total agency :**u*nt (duplicated)
— 24,0411
2. How many residents of Iowa City did your agency serve during
your last completed budget year? NOTE: Residency is not determined
in the Intervention Program as most
a) Duplicated Count3.00o (est)contacts-are made anonymously.
• J b); Unduplicated Count 2,250 (eat)
3. How many residents of Coralville did your agency serve during
. :: your last completed budget year?
a) Duplicated Count 980 (est)
b), Unduplicated Count 880 (eat)
4. How many units of service did your agency provide to Johnson
County residents last year? . 6568
11
5. Please define your units of service.
Client phone call (any length)
Clientwalk-in counseling
Emergency 'trip to Center or local hospital
TDD message relayed
NOT INCLUDED: outreach training, community education, practicum
.supervision, in-house training, business calla, late night calla
answered off premises.
***Program breakdown as
follows: 2163
Crisis counseling
1228
Counseling with referral
3197
6588
+ 3447
+14006
Information and referral only
CRISIS INTERVENTION PROGRAM TOTAL
Emergency Assistance Program
Food Bank
87
- 24041
Agency Total
`r.�~'�
:,
/903
6.
In what ways are you planning for the needs of your service
population in the next 5 years?
t
A. Move to larger, more suitable facility (location of which might
present a problem).
B. Increase size of volunteer pool.
evaluation procedures and Five Year Plan.
C. Continue with program
by means of
D. Expand and improve community education program
y(
{
increased publicizing.
E. Evaluate suicide prevention procedures according to American
Association of Suicidology (AAS) guidelines.
7.
Please discuss any other problems or factors relevant to
your agency's programs,. funding or service delivery.
A.' The decline in volunteerism has been acritical problem in the
last few years; however, FY 1986 did show some improvement.
-
1. Only one of two phone lines is available at times.
..
2. Increased burnout is a potential hazard due to lack of
-
shiftcoverage. --
B... Office Space is inadequate for administrative and clerical functions.
'-
C. Walk-in crisis counseling service adversely affected by increased
numbers of walk-in food bank clients.
8:
List complaints:about your services of which you are aware.
A. Icame to the Center and the door was locked.
through.
B. I called the Center several times and I could not get
C. I called the Center late at night and got put on hold [this was
the answering service].
R
D. Crowded waiting area.'
E. Insufficient funds for shelter, transportation, gas, rent,
repairs, etc.
9.
Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
There is no waiting list. When we do not have the money to assist
someone, we attempt to brainstorm alternatives with the client.
How many people are currently on your waiting list?
10.
No one.
In what way are your agency's services publicized?
i
Brochures, word of mouth, PSA's, ads, bus posters, public speaking,
human service directories, U of I taped information system, and
referrals from other human service agencies and law enforcement.
MR
88
P-4
3
IOWA CITY CRISIS INTERVENTION CENTER
AGENCY GOALS FORM
GOAL: TO PROVIDE IMMEDIATE, ANONYMOUS, AND CONFIDENTIAL
SUICIDE PREVENTION AND CRISIS INTERVENTION SERVICES
FREE TO ANYONE WHO CONTACTS US
OBJECTIVE A: In FY 1988 to provide suicide prevention and intervention to
an estimated 300.. persons who will contact us.
Tasks: 1. Maintain 24 hour availability by .telephone.
2. Assist other'in providing prevention programs, e.g., schools
3. Publicize service
4. Maintain on-call emergency staff for after hours
5..Provide in-service training..
6 Appraise service delivery
7. Keep informed about research and literature
B. Maintain library of audio and printed resources
OBJECTIVE B:
In FY 1988 to providecrisisintervention counseling to
approximately 5,000 persons who will contact us.
Tasks:
1. 'Continue to increase size of volunteer pool.
2. Schedule volunteer to provide:
a. 24 hour phone service daily
b'. walk-in service from 11 AM to it PM daily
c. after hours on-call staff
d. All Night Line staffing
'3.Provide volunteer trainings three times yearly
4. Provide daily supervision of all volunteers
5. Maintain client confidentiality and Anonymity
6. Maintain liability insurance coverages
_
7. Provide -in-service training classes
OBJECTIVE C:
In FY 1988 to provide emergency transportation to approximately
40 peisons'who will require either medical attention or
psychiatric evaluation. Transportation may include the crisis
stabilization unit located at MECCA.
Tasks:
1. Increase size of on-call staff
2. Provide special in-service training
3. Maintain liability coverage for outreach
4. Maintain liaison with Poison Control and area treatment
centers
RE
/9403
iffA
f
a
IOWA CITY CRISIS INTERVENTION CENTER AGENCY GOALS FORM - 2
OBJECTIVE D: Maintain a message relay service to help reduce the social
isolation of hearing-impaired persons.
Tasks: 1. Train volunteers in use of TDD machine.
2. Maintain special phone service for TDD users.
3. Maintain statistics
4. Publicize and evaluate service
OBJECTIVE E: Increase community awareness of Crisis Center's programs:
Tasks: 1. Print informational materials, e.g., brochures
2. Community speaking engagements
3. Liaison with other community agencies
4: Improve statistical reporting
5. Improve utilization of media
OBJECTIVE F: Monitor delivery of services to improve quality of programs:
Tasks:
1.
Daily. supervision of volunteers
2.
Annual volunteer evaluations
3.
Annual staff evaluations
4.
Annual audit of books and bookkeeping practices
5.
Maintain reports from clients
6.
Encourage and support staff development
7.
Publicize statistical and financial information
8.
Telephone .busy study
9.
Evaluation of training program
10.
Evaluation of training facilitators `--
11.
Evaluation of in-service training sessions
12.
Provide volunteer recognition
13.
Utilize expertise of board members as much as possible
OBJECTIVE G:
Maintain
i
andimproveInformation and Referral system for
the estimated 3,200 individuals who will contact us in FY 88.
Tasks:
1.
Update resource files continuously (work-study function).
2.
Review files annually, contacting agencies and individuals ;
for updated information (work-study function)
3.
Secure local, regional, and national directories
4.
Encourage client follow-up to evaluate our referrals
5.
Serve as contact agency for:
a. Unbound, Inc.
b. AA, OA, NA, EA, PA -
c. other self help and support groups
6.
Serve as screening agency for Emergency Housing Project (EHP)
OBJECTIVE H:
EQUAL
OPPORTUNITY AND NON-DESCRIMINATION: To Assist individuals
without regard to age, sex, race, color, religion, creed,
employment status, marital status, sexual orientation, national
origin, disability, or handicapped status.
90
f
kr
IOWA CITY CRISIS INTERVENTION CENTER
AGENCY GOALS FORM - 3
Resources Needed to Accomplish Program Tasks:
I. Two full-time paid staff persons
A. Executive Director
B. Assistant Director
2. Work -Study Students
A. Bookkeeper
B. Clerical --I 6 R
3. Social Work or other practicum students or interns
4. A minimum of 100 volunteers scheduled each -week -
5. Five telephone lines (2 incoming, I business, 1 emergency.
outgoing) ._
6. TDD telephone line and TDD machine
- - -7. After hour 'answering service to patch calls. '
8. Insurance coverages:
A. Professional Liability
B.. Non -owned automobile
,...,,.,.... C. Fire 6 Liability
D. Volunteer Accident
E. Unemployment
F. Worker's Comp (for staff)
G. Public Liability
9. General and office supplies
10. .Office equipment:- (typewriters, mimeo, etc.)
11. One phone room, 2 counseling rooms, office space, work
study area
12. Telephone system and maintenance contract
13. Subscriptions to newpapers, Journals, directories
14. Printing and advertising
115; `Donated furnishings
16. Donated clerical and bookkeeping
17. Donated volunteer services:
A. , Telephone counselors 19,800 hours annually
B. ..On -Call staff .3,276.hoursannually
C. Training facilitators -2,730 hours annually
18.'Donated :space .for .training session
19. Donated in-service training sessions by other professionals
or agencies
20. Donated transportation
21. Donated maintenance and janitorial services
91
irr
HUMAN SERVICE AGENCY BUDGET FORM DIRECTOR: Ken Kauppi
CITY OF CORALVILLE AGENCY NAME: crisis Center FOOD BANK
ADDRESS: 26 E. Market St.
JOHNSON COUNTY CITY OF IOWA CITY PHONE: _(319) 351-0128
UNITED WAY OF JOHNSON COUNTY COMPLETED BY: Lloyd Gehrin to ram
APPROVED BY BOARD: inator
CHECK YOUR AGENCY'S BUDGET YEAR on 9110/86 authorized signature
1/1/87 - 12/31/87 date
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Program 1 -
FOOD BANK: provides emergency and supplemental food to needy households in
the Johnson County area. Receives donations from area markets, churches,
businesses, and corporations. Works with Eastern Iowa food banks, e.g. RACAP.
Program 2 -
EMERGENCY ASSISTANCE PROGRAM: for residents of Johnson County. Provides
financial and in-kind assistance in the.following areas:
a) Utilities through Project Aide and FEMA monies
b) Clothing through Goodwill Free Clothing Fund
c) Bus tickets provided by City of Iowa City
d) Rent deposits through "Letters of Security".
e) Food, shelter, health or transportation through budget line items
Program 3 -
EMERGENCY ASSISTANCE PROGRAM: for non-residents of Johnson County. Provides
assistance with food, shelter and transportation.
The FOOD BANK/EMERGENCY ASSISTANCE PROGRAM is a separately funded program of the Iowa
City Crisis Intervention Center. (See Budget Request for CRISIS CENTER)
Local Funding Summary: 4/1/85 - 4/1/86 - 4/1/87 -
3/31/86 3/31/87 3/31/88
United Way of Johnson County ae.19 ..doIJA f 12,000 $13
An Pon,[M 91,Inv ,600 $ 13,170
FY 86 FY 87 FY 88
City of Iowa City 'PAGE o1ET $ 8,902 1 S 9,340 $ 9,340
Johnson County SEE BUDGET E 9$ 1!,902 $ 9,340 $ 9,340
City of Coralville $ 650 $ 650 $ 650
IL a. LM
VVX %
92
19o5
EUCSET SUFI?!zRY
r.i li. r: Crisis Center 4000
BATIK '
ACUnI
LAST
THIS YEAR
BUDGETED
Enter your Agency's Budget Year
YEAR
PROJECTED
NEXT YEAR
7 8 -6 86
7 86-6/87
7/87-6/88
1. TOTAL OPERATING BUDGET (Total a + b)
101,230
98,729
96,650
a. Carryover Balance �:e ieu:"c;ium�'
1,594
4,649
p
b. Income (Cash)
99,636
94,080
96,650
I 2. TOTAL EXPENDITURES (Total a + b)
96,581
98,729
96,650
a. Administration
18;.324
24 127
22,142
b. Program Total (List Programs below)
78,257
74,602
74,508
c. Food Bank
34,332
30,928
31,628
' d. Emer enc Aseietance Pro ram(Residents
35,771
36,075- x_.34,704
s e. EAP Non -Residents) -
8,154
7,599
8,176
I
3. ENDING BALANCE (Subtract 1 - 2)
4,649
p
0
4. IN-KIND SUPPORT (Total from Page 5)
65,000
75,000
85,000
S. 11011 -CASH ASSETS
I
Notes and comments:
i
Y1
2
07
INCOME DETAIL
I. Local funding sources(List belo
a, Johnson County 6w
b. City of Iowa City q,�!
C. United Way
d City of Coralville
e. CHURCHES
f.
2. State, Federal, Foundations (List)
a.PROJECT AIDE (IA -IL G 6 E)
b. FEMA (Fed.Emerg.Mgmt.Act)
C.
d.
3. Contributions/Donations
a. United Way Designated Givino
AGENCY:. Crisis Center FOOD BANK
ACTUAL
AST YEA[
THIS YEAR
PP.OJECTE
BUDGETED
NEXT YEPP
ADMIN.
FPROOOP G AM
EPROGRAM
41,504
43,072
43,500
24,000
9,928
5,404
8,902
9,340
9,340
f21,992
1,000
1,000
8,902
9,340
9,340
b. FUNDRAISING
1,000
1,000
12,150
12,742
13,170
8,962
1,132
1,000
650
650
650
350
100
100
10,900
11,000
11,000
1 0
1 6,696
2,304
29,861
28,000
28,000
21,800
0 1
2,000
1 26,000
4. Special events(List below)
24,192
24,000
24,0000
0
1,400
0
24,000
0
300
500
0
400
100
b. FUNDRAISING
5,669
41000
4,000
0
0
2.000
2,000
26,060 17,700 22,500' 0 18,3000 2,200
gas vnn ln.,
.b. Other contributions
25,675
17,000
21,800
0
.17,800
2,000
4. Special events(List below)
1,050
1,300
1,500
0
1,400
100
I.C. Striders Hosp ce
a•Road Race
0
300
500
0
400
100
b. FUNDRAISING
1,050
1,000
1,000
0
1,000
0
C.
S. Net sales -services n/a
6. Net sales -materials n/a
7. Interest income
172
8
150
150
0
0
8. Other(List below,including misc.)
989
4,000
1,000'
0
0
1,000.
a. REIMBURSEMENTS
989
4,000
1,000
0
0
1,000
b.
C.
MAL INLUhlt (bnow also on page z,
line 1b) 99,636 94,080 96,650 22,142 31,626 34,704
Notes and comments: 94
�,e@� 3 / 9O3
W,
Crisis Center FU(3U. BANK
AGENCY:
IIICTI, DETAIL (Continued) �VaA 0L4l
PROGRAM PROGRAM PROGRAM PROGGRAI4 PROGRAM PP,087� I
3 4 5
6,176
1. Local funding sources(List below) _
a Johnson County 1,000 _
b. City of Iowa City 1,000
C. United Way
2,076
d City of Coralville 100
i e, CHURCHES - 2,000
f.
2. State,Federal,Foundations(List)
a.
C.
d
3. Contributions/00nations 2,000
tiJ - a.;United Way Designated Giving 0
b. Other --contributions'; 12,000
q,_ -Special events(List below)
C. tr ers Hospice
a: Road Race
b.
C.
Ne t sales -services
5, Net sales -materials
B. Other(List below,including mist.
A b.
c.
�. OTAL INCOME (Show also on page 2, 8,176
line lb) 95
Notes and comments: / d
3a
"r
11111"lr-1L
AGEUCY: Crisis Center FOOD BANK
EAP -
4
/,1403
ACTUAL
THIS YEAR
- nocai
•
LAST YEAR
PROJECTED NEXT AOr91N.
PROGRAM PROGRAM
1. Salaries
1
2. Employee benefits b
20,224
27,64o_
_ 29,048 15,349
11,645.
1,369
taxes
j
3. Staff development
2,856
4,533
5,791 4,343
1,231
145
16
4. Professional cansultationn/a
200
400 0
-280
120
5. Publications/Subscriptions
6. Dues S Memberships
0
100
150 0
75
75
n/a
7. Rent, -
2,880
4,800
0 0
0
8...UNlitles
0
9. Telephone
1,080
1,800
11500 375
956
113
l0. Office supplies b postage
2,027
2,250
2,100 400
340..
Slo
11. Equipment purchase b rental
795
1,400
1,450 725
616
73
12. Equipment/Office maintenance
564
784
1,036 0
880
104
l3:- Printing S�pubilcity
232
670
1,500 750
638
75
14. Local trantportation
11009
200
300 0
255
;^ _
n/a
S. Insurance
6. AYdjQ= FElfA
300
300
400 200
100
50
Fed.Emerg.Mgmt.Act
4,531
5,138
4,000
7. Interest
0
0
4,000
n/a
8• Other (specify):
9• FOOD and related products
23,108
14,750
D•
14,650 0
14,357
0
EMERGENCY SERVICES
9,103
2l.13,288
10,025 0
0
4,010
PROJECT A.I.D.E.
23,438
24,861
22. VOLUNTEER RECOGNITION
24,000 0
0
24,000
TOTAL EXPENSES (Show also on
233
200
300 0
255
30
page 2,line 2)
96.581 98,729
96,650 22,142
31,626
34,704
1. SALARIES: Assistant became full time on
Notes and comments: Col.l Sox;
9/1/86.
7. RENT (shared with Crisis Center):
with Crisis Center: 30% in col.(;
col.2 50Z;
50% thereafter.
cn1.3 now longer renting. 88. UTILITIES:
(Shared
due to move into new facility.
Includes88
Sncludes packaging
13. PRAT,"P06: Col.
Il. 6 12. F. UiPMENT;
I increased rndio
In
materials, non-food items (e.g.,
minor repairs, medical, shelter,
ads.
sanp). 20. EMERGENCY
SERVICES:
home energy emergency fund from
transporta[on for transients
Ia-I11 Gas d Electric
and locals.
21. PRO=AIDH.
Co.
4
/,1403
EXPENDITURE DETAIL (Continued)
AGENCY: Crisis Center FOOD
EAP -
BANK
No -L i
'l
PROGRAM PROGRAM PROGRAM PROGRAM I PROGRAI4
3 q
PROGPA:II
1. Salaries
5 6 7
8
685
2. Employee benefits b taxes
72
3. Staff development
4. Professional consultatimh/a
0
S. Publications/Subscriptions
0
6.: Dues•& Memberships n/a
7. Rent ..
0
S. Utilities "
56
9. Telephone
850
!0. Office supplies 8, postage
36
11. Equipment-purchase b rental
52
12: Equipment%Office maintenance
37
�3 -Printing 6 Publicity
15
14. Local; transportation n/a
15. Insurance
50
16. Audit FENA
0
I1. Interest n/a
18. Other:(soecify):
19. -FOOD and-relatedproducts-
293
20. EMERGENCY SERVICES
6,015
21. PROJECT A.I.D;E.
0
22. VOLUNTEER RECOGNITION
15
TOTAL EXPENSES ori:
AGENCY:
Crisis Center
FOOD BANK
acute anual non of any la le and
SALARIED POSITIONS b""'"'"^uel ftitry available a^u
actual
LAST YEAR THIS YEAR
NEXT YEAR
salary paid
ACTUAL
PROJECTED
BUOGE7
"<
Position Title / Last Name FTE*
CHANGE
LastI This I Next
Year Year Year
Program Coord/Gehring 1.0 1.0 1.0
16,580
: Frog. Assist/Marzlak 0.5
17,760
18,648
+5%
�1.0 1.0
'Work Study
3,644
9,880
10,400
+52
Total Salaries Paid 1.5 2.0 2.0
....
20,224
27,640
• Full-time pWvallt: 1.0 • Full -tine, .S • Half-time; RC.
29.048
+SZ_..
RESTRICTED FUNDS (Complete detail,Forms 7 b 8)
29,861
28,000
28,000
Restricted b
La -ILL GAS Restricted for:
ELECTRIC COMPANY Home energy needs
.. iIFEDEE�1fERG MGMT ACT
24,192.
24,000
24,000
Food, Shelter -utilities
.5,669
41000
4,000
_
MATCHING GRANTS
_...
Grantor/Matched by:
ii
IN-KIND SUPPORT DETAIL
65,000
75,000
85,000
Services/Volunteers
25,000
Material Goods
30,000
35,000
Space, utilities, etc. 40,000
45,000 50,000
I, .... Other:., (Please specify)
I
5
98
-I
BENEFIT DETAIL AGENCY:
risis Center FOOD BANK
TAXES AND PERSONNEL BENEFITS ACTUAL
., (List Rates for Next Year) LAST YEAR PP.OJEBUDGETED CTED E
TOTAL 2,856
FICA 4,533 5,791
+ .0751% X S 29,049 1 362
( Unemolovment Com % X S 1 976 2 182
0 300
( Worker's Comp, fixed % x S v 200
volunteer 210
I 315 325
Retirement n/a % x 5
Health Ins. S 82 per mo,: lindiv. I
175 er mo.: lfamily 1,284 1,942
Disabilit Ins. n/a 3,084
%X S"
Life Ins. n/a f
Per month
Other
X 1
%x f
How far below the Salary Study Committee's
recommendation is your director's salary? n/a SEE BUDGET R QUEST FOR CRI IS INTERVENTI
Sick Leave Policy: Maximum Accrual 96
hours Months of Operation During Year: 12
12 dayscper year for years o Lo 1
2 days per year for ear l
Y _ to 2 Hours of Service:Pooa Bank MwP i _4, In
Vacation Policy:Other:"11AM- p —
20 dayper yearmum forAyearsl
160 hours Holidays:
year
per year foryear i to z
_ — 9 days per year.
Work -Week:
Does your staff frequently How do you compensate for overtime?
work more hours per week
than they were hired for? x off
time
x Yes No none
time and other (specify)
a half pay
DIRECTOR'S POINTS 3 RATES STAFF BENEFIT POIN75 Comments:
Retirement f_fMon. Minimum Maximum
Health Insurance _ Please refer to CRISIS INTER-
S_/Mon. O Y4 VENTION PROGRAM for Dire�to�s
Disability Ins.
Life Insurance '— f /Mon. � Points
Dental Ins. — -- f=— Mon.
Vacation Days — f_JMon.
Holidays Days p Crisis Intervention Program
—�0
' Sick Leave — — Days g Volunteers provide services after
OdyS
— 1Y hours.
POINT TOTAL 41
69
6 99
-1
OPTiptIAL BUD'ET Fpp.!4
P.1h
AGENCY: Crisis Center FOOD BANK Inalcace
if applicable)
DETAIL OF RESTRICTED FU105
.(Source Restricted Only --Exclude Board Restricted)
,
A. Name of Restricted Fund PROJECT A.I.D.E.
I. Restricted by: Iowa -Illinois Gas and Electric Compan
2. Source of fund: IA -ILL G 6 E customers* I -I G 6 E matches 201 up to $2000 per
month
3. Purpose for which restricted: Nome energy needs for elderly disabled others
4. Are investment earnings available for current unrestricted expenses?
_Yes x No If Yes, what amount:
S. Date when restriction became effective: 11/84
6.- Date when restriction expires: 11/86 (two year renewable contract)
— 7. Current balance of this fund: $655 as of 10/1/86
8. Name of Restricted Fund FEDERAL EMERGENCY MANAGEMENT ACT (FEMA)
1.. Restricted by: Congress
2. Source of fund: Congress
3. Purpose for which restricted: Emergencv food and shelter e6enses
7
4. Are investment earnings available for current unrestricted expenses?
Yes x No If Yes, what amount:
S. Date when restriction became effective: contractual (annual)
6. Date when restriction expires: Contractual
7.Current balance of this fund: $ 0
C. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment' earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
5. Data when restriction became effective:
6. Date when restriction expires:
7. Current balance of this fund:
7
100
���. X903
-I
Agency: Crisis Center FOOD BANK
AGENCY HISTORY
(Using this page only, please sunnarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
The FOOD BANK is an independent program of the Iowa City Crisis Intervention
Center. Starting in 1978 with an $850 grant from RACAP, 256 individuals were
served the first year. When supplies were depleted the community quickly
responded by replenishing our shelves --local funders, area churches, and many
individuals and organizations have kept food supplies coming in ever since.
In 1982 we hired a full time Program Coordinator for the Food Bank and
Emergency Assistance Program. The Food Bank has grown enormously in recent
years; last year we assisted 6,538 households in Johnson County representing
approximately 14,000 individuals. There are now 2 paid staff and 30 volunteers.
In 1982 we moved to our present location in Old Brick, which we have since
outgrown. Since there was much concern about the compatibility of operating
a food bank in the crisis intervention program, the two programs were made
independent. Originally the cost of operating the program was assumed by the
crisis intervention program; eventually the expenses were shared 70/30 (the
larger share by crisis intervention); today expenses are shared 50/50 between
-1 the two programs. The proposed new location will allow both programs to operate
JJ independently but under one roof. This new facility is being provided by
Community Development Block Grant funds.
The Crisis Center's "Transient Service," which began in 1977, is now called
the EMERGENCY ASSISTANCE PROGRAM (EAP). The EAP was originally funded by the
Salvation Army, United Way, and the Hawtry Memorial Fund. The Crisis Center distri-
buted Salvation Army vouchers for food and shelter to non -local persons until 1984.
The EAP today provide help with utilities, offers a free clothing fund, is a
screening agency for the Emergency Housing Project, and helps local and non -local
peoplewith emergency needs relating to transportation (usually gas or a minor
repair). Until recently we administered the Lions Club fund for eyeglasses (this
is now being done by the Free Medical Clinic). We administer the Project AIDE
fund for home energy assistance and Federal Emergency Management Agency funds
for local food and shelter. Having begun as a transients -only service the
EAP helps to meet many needs of area residents today. Most clients are referred
to us from area churches, human service and law enforcement.agencies.
f CURRENT PLANS FOR THE FUTURE include: providing Letters of Security to
assist individuals with rent deposits, increasing the size of the volunteer pool,
increase our funding base, computerize statistics and financial records, improve
client education and advocacy, and develop a five year plan.
Ve will continue to work closely with many agencies, particularly the
Domestic Violence Project (DVP), Free Lunch, Mark IV Community Center, Red Cross,
i� Department of Human Services, and others to better coordinate resources.
101
P-1
T
1�JtO k,
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
To distribute goods and services to individuals and households
on a need basis. These goods and services are related to basic needs
such as food, shelter, clothing and transportation.
B. Program Name(s) with a Brief Description of each:
. FOOD BANK PROGRAM provides emergency and supplemental food items,
usually non -perishables, to local residents.
EMERGENCY ASSISTANCE PROGRAM for Residents of Johnson County
provides assistance with utilities, clothing, transportation, shelter
and other basic needs.
EMERGENCY ASSISTANCE PROGRAM for Non -Residents provides assistance
with transportation and shelter.
C. Tell us what you need funding for.
We need funding for office space, utilities, office equipment,
staff salaries, supplies, telephone, insurance coverages, taxes,
printing, clerical help, office supplies and purchases of food as
well as other goods and services for clients.
D. Management:
1. Does each professional staff. person have a written job description:
Yes x No
2. Is the agency Director's performance evaluated at least yearly?
Yes x I No By whom? Board of Directors
E. Finances:
1. Are there fees for any of your services?
Yes No X
a) If "yes", under what circumstances?
b) Are they flat sliding 7
P-2
102
/9y
tl
c) Please discuss your agency's fund raising efforts, if applicable.
We participate in the Hospice Road Race, solicit corporate gifts
and work with area businesses and churches. Some fundraising is
shared with the Crisis Intervention Program; each year there are a
few benefits done on our behalf by fraternal and social organizations.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. Now many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
- - budget year? -
a) ,
ear?a)', Duplicated Cougt 6538 Year FY 86
b) Unduplicated Count 1387
2:'° How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 5320
b) Unduplicated Count_ 1047
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 857
b) UnduplicatedCount 229.
4. How many, units of service did your agency provide to Johnson
County residents last year? 6538 (1056 non-residents of Johnson county)
5. Please define your units of service.
Units - A single contact with the program by a household
* All numbers indicate' households not individuals. The total number of
individuals assisted by our programs is 17,453.
103
P-3
6. In what ways are you planning for the needs of your service
How many people are currently on your waiting list?
n/a
10. In what way are your agency's services publicized?
People are referred to us from the Department of Human Services,
churches, area hospitals, and other agencies. Word of mouth is
the secondary, but effective, means of publicity.
P-4
toQ
104
1,743
population in the next 5 years?
r,
We are moving to a new location which will allow for better storage
and distribution of food, allow for improved client privacy, develop
library and resource materials for staff and clients, and we are
currently working on a Five Year Plan to implement improvements in the
areasof service delivery and administration.
Y
t
1
f
7.
Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
We depend upon our local funders for operating expenses; a great
deal of direct services costs is designated by donor and disallows
overhead and other operating expenses. Therefore, we are limited in
the percentage of local .funding we can apply,to direct services.
The volunteer pool has increased making service delivery more
effective; a new volunteer training manual is being prepared.
We need a van. We have depended.upon agency staff and volunteers
for shopping and food collecting and this has presented problems with
availability, scheduling,. and so on.
8.
List complaints about your services of which you are aware'.
1. Waiting room crowded.
2. All the good food is gone by the time it's my turn.
t
3. You never have any meat.
y
4. You never have any diapers. 7. No money for gas.
5. Food Bank is not open often enough.
6. No money for rent assistance. ,
9.
Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
We have no waiting list. We have never turned anyone away
empty handed; when food supplies are low we urge the client to return
and/or provide a food voucher --this is an infrequent occurance.
How many people are currently on your waiting list?
n/a
10. In what way are your agency's services publicized?
People are referred to us from the Department of Human Services,
churches, area hospitals, and other agencies. Word of mouth is
the secondary, but effective, means of publicity.
P-4
toQ
104
1,743
Crisis Center FOOD BANK
26 E. Market St. FOOD BANK PROGRAM
Iowa City, Iowa 52240
i
AGENCY GOALS FORM
GOAL: To assist needy individuals and households in the greater
Iowa City/Johnson County area with emergency food and needs
relating to transportation,shelter,'medical supplies,
clothing and other items when they have noother resources.
OBJECTIVE A: To provide emergency and supplemental food and related items
to disa dvantaged persons in our community.
Tasks: '1.""Interview'clients to determine their needs and resources
2. Maintain liaison with food suppliers, e.g., HACAP, food
reservoirs, Second Harvest, others.
3. Maintain supplies of non-perishable food items for distri-
bution.
- .4. Repackage bulk food.items1or household and individual use
5. Distribute food to local residents.
6. Keep statistics and records of usage
OBJECTIVE B:. To recruit andtrain.volunteers to administer emergency services
and food distribution.
Tasks: 1. Provide regular training sessions
2. Provide daily supervision of volunteers
3. Schedule volunteers for:
a. Food distribution (MWF 12-4:30) & Emergency Services (M -F 11-5)
b. On-call after hours
c. Delivering donated food items to the Food Bank
4. Increase size of volunteer pool concomitant with increasing
demand for services
OBJECTIVE C: To generate resourcea to meet immediate needs of clients
- Tasks:. I. Coordinate,and.solicit donations
2. Maintain liaison with other human service providers
3. Keep community informed of food needs
4. Promote and encourage fundraising efforts
OBJECTIVE D: To provide client advocacy
Tasks: I. Inform clients of existing services and resources of which
they are not aware
2. Assist clients in securing services, e.g., helping them to
complete a food stamp application
105
�!' t) � N."
Crisis Center FOOD BANK AGENCY GOALS FORM - 2
OBJECTIVE E: To help meet client's emergency clothing needs
Tasks: 1. Encourage donations of clothing to the Crisis Center account !�
at Goodwill Industries
2. Provide a clothing voucher to client so that they may acquire
an item of clothing at no charge
OBJECTIVE F: To assist with the home energy needs of persons who have no other
resources.
Tasks: 1. Administer the Project A.I.D.E. fund collected by Iowa -Illinois
Gas d Electric Company
2. Inform clients of alternate resources, e.g., MACAP or Dept.
of Human Services
3. Provide for client well-being by providing repairs, rentals.
OBJECTIVE G: To assist local persons seeking employment.
Tasks: I. Distribute local bus tickets as necessary
2. Allow use of .Center's facilities (phone, directories, news-
papers)
3. Serve as a mailing address for homeless and those seeking
residency
OflJECTIVE H: To promote non-discrimination. STATEMENT OF NON-DISCRIMINATION:
The Crisis Center employs and assists individuals without regard
to age, sex, race, color, religion, creed, employment status,
marital status, sexual'orientation, national origin, disability,
or handicapped status. �.
Resources Needed to Accomplish Program Tasks:
1. One full-time Program Coordinator
2. One full-time Program Assistant
3. OFFICE SPACE (Includes: offices, food storage areas, repackaging area,
waiting area, interviewing areas, distribution areas, work-study area).
4. OFFICE EQUIPMENT (Includes: office machines, telephone system, freezers,
refrigerators, files, pager).
5. Volunteer pool of about 30 persons
6. INSURANCE COVERAGES (Includes: liability, fire, Worker's Comp, volunteer
accident, unemployment)
7. General supplies
8. DONATED GOODS AND SERVICES:
Delivery and transportation Locker space
Food items Pesticide
Clothing Volunteer services
Maintenance Janitorial
Freezers, refrigerators Office furnishings
j 9. Shared resources, materials, and administration of Crisis Intervention
Center
106
-I
I
HUNAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
'1 JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR: Dr. .ferry D. Walker
AGENCY NAME: CHILDREN OF JOHNSON COUNTY ,T
ADDRESS: 5201, DSB, U of Iowa
PHONE: 353-3292
COMPLETED BY: Dr._jgrry_D, Ilk
APPROVED BY BOARD:
au rized signature)
CHECK YOUR AGENCY'S BUDGET YEAR on
date
1/1/87_- 12/31/87
4/1/87 - 3/31/88
7/l/87-7,6/30/88 x
10/1/87 - 9/30/88
COVER PAGE -
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.) _ 1
.........." .
The purpose of our agency is to provide dental. services for indigent .. _
children of Johnson County who do not qualify for Title XIX or other third
party coverage: The actual services will be.provided by predoctoral dental _.."
students under the direct supervision of the faculty of the Department
of Pediatric Dentistry. All faculty members are licensed dentists in the _.
State of Iowa and have been trained in the area of children's dentistry.
i Direct services are provided on a one-to-one basis with a supervisory ratio _
"! of one facutly, member to five students.
f� Fees will be charged for the individual services. provided. to each
patient based upon the guidelines established by the College of Dentistry
for predoctoral dental student fees and typically are approximately one-third .
of the fees charged by faculty or private practice.
Local Funding Summary: 4/1/85 4/1/86 - 4/1/87
Johnson County SEPAGE 9 T
-
3/31/86
3/31/87
-
3/31/88
United Way of Johnson County AQen9�nG V1rin9
$ 2000.00
S 2620.00
$ 5000.00
Johnson County SEPAGE 9 T
S
FY 86
FY 87
FY 88
City of Iowa City
SEE BUDGET
PELF 10
j
S
S
Johnson County SEPAGE 9 T
S
S
S
City of Coralville I S_ I S I S
t�4, 4
1
07
/903
AGE:;C•I: UN
IAL SIERVICES FOR INDIGENT
rrtn NTY
Enter your Agency's Budget Year
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
7/1/85-6/30/86
7/1/86-6/30/87
7/1/87-6/30/8P-
1. TOTAL OPERATING BUDGET (Total a + b)
S 2959.00
$ 4246.00
$ 5200.00
Cun I'm line J.
a. Carryover Balance om..tcn calm
233.00
461.00
-0.00-
b. Income (Cash)
2726.00
3785.00
5200.00
2. TOTAL EXPENDITURES (Total a + b)
2498.00
6377.00
6500.00
a. Administration
-0-
-0-
-0-
b. Program Total (List programs below)
2498.00
6377.00
6500.00
Dental Services for Indigent Children
of Johnson County
2498.00
6377.00
6500.00
3. ENDING BALANCE (Subtract 1 - 2)
$ 461.00
($ 2131.00)
($ 1300 .00)
4. IN-KIND SUPPORT (Total from Page 5)2131,
r
$ 1300 .00•
S. NON-CASH ASSETS
Notes and comments:
The College of Dentistry will forgive negative balance as of 6-30-86.
Figures are based on statistics from July 1, 1985 to June 30, 1986.
2
10B
"r
P-�
INCOmS DETAIL
DENTAL SERVICES FOR INDIGENT
AGENCY:CHILDREN OF JOHNSON COUNTY
3
/9d 3
W1
ACTUAL
LAST YEA
THIS YEAR
PROJECT'c
BUDGETED
NEYT YE'
ADMIN.
PROGRAM
PROGRAM
1. Local funding sources(List below
$2155.00
S3215.0C
$5000.00
$5000.0
a. Johnson County
b City of Iowa City
c. United Way
$2155.00
$3215.0
$5000.06
$5000.0
d City of Caralville
e.
f
2 State, Federal, Foundations (List)
a.
b.
C.
d.
$00200.0
3. Contributions/Donations
497.00
502.0
a. United Way Designated Giving
497.00
502.0
b. Other contributions "
4. Special events(List below)
74.00
68.0
I.L. Striders HOspiCe
a•Road Race
74,00
68.0
b.
c.
S. Net sales -services
6. Net sales -materials
7. Interest income
8. Other(List below,including mist.)
a.
b.
C.
TOTAL INCOME (Show also on page 2,
line lb)
2726.nn
3765.00
5200.00
5200.110
Notes and comments:
,no
3
/9d 3
W1
5
EXPENDITURE DEVIL
DENTAL FOR
AGEUCY: CHILDREN OFIJOHNSONICOUNTY
Notes and comments:
4
I
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAII
1
PROG� 'A
2
1. Salaries
2. Employee benefits 8 taxes
3. Staff development
4. Professional consultation
S. Publications/Subscriptions
6. Dues 6 Memberships
7. Rent
8. Utilities
9. Telephone
D. Office supplies b postage
1. Equipment'purchase 8 rental
2. Equipment/Office maintenance
3. Printing 8 publicity
4. Local transportation
S. Insurance
6• Audit
7. Interest `
8• Other (specify):
_.
9' Fees for Service
$2498.00
$6377.00
$6500.0
$ 6500.0
0.
21.
22.
TOTAL EXPENSES (Show also on
_. page 2,1ine 2)
$2498.00
$6377.00
$6500.D
$6500.0
Notes and comments:
4
I
DENTAL SERVICES FOR
AGENCY: INDIGENT CHILDREN OF
Atucn eadgmtmn of enr de ffera"ce LAST YEAR THIS YEAR
SALARIED POSITIONS eetueen aMual salary a,aaliaie enc NEXT YEAR '
actual salary aid ACTUAL PROJECTED BUDGET CHANGE
Position Title / Last Name FTE*
Last I This I Next
Year Year Year
Total Salaries Paid
• Ful i-t1m edulrelant: 'LO • Full-Nm::S • Nal f-tim: iitc. —
RESTRICTED FUNDS (Complete detail,Forms`7 & 8)
Restricted by: Restricted for:
N/A
MATCHING GRANTS
Grantor/Matched,by:,
N/A
IN=KIND SUPPORT DETAIL
Services/Volunteers
Material Goods
Space, utilities, etc.
Other: (Please specify)
College of Dentistry _0_
5
$2131.00 I $1300.00 I (39%)
DENTAL SERVICES FOR INDIGENT
Agency: CHILDREN OF JOHNSON COUNTY
AGENCY HISTORY
(using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past -and current activities and future plans. Please up -date
annually.)
Dental Services for Indigent Children of Johnson County has provided
! i dental treatment for the past five years for those individuals less: "
--
than 17 years old who do not qualify for other forms of assistanceland�-�
who chould not otherwise afford it. Services:are provided in the Department
- of Pediatric Dentistry at the College of Dentistry from 8:00 am to 5:00 pm
Monday through Friday and on an emergency basis at the University Hospital.
School on evenings and weekends.
Although The University of Ibwa Hospitals and Clinics receives state
appropriations for provision of medical services for the indigent,similar
appropriations are not allocated for the College of Dentistry. Therefore,.....'.
;_this"program-was develop ed to respond to the perceived need for the treat-
' ! went of dental diseases wiich affect nearly all individuals at one time or
another.--._;._
Our activities have primarily involved the delivery of emergency,
,restorative!and preventive services (orthodontic services are not provided).
During the past year we have continued working with the Iowa City School' (`1
System,' withthe Iowa City Free Medical Clinic and Visiting_ Nurses Association
of Johnson County. This contact has helped.us in the past years and we will
continue working with them in the future. This year we have, in addition,
made contact with the administrators of all school systems in outlying Johnson
'County with elementary levels. Wehope to expand our range of service to
individuals in the county who are not familiar with the Iowa City agencies.
P-1 112
/qe3
■
J
f.
kz ,
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose: The purpose of our agency is to provide
dental services for indigent children of Johnson County who do not
qualify for Title XIX or other third -party coverage.
B. Program Names) with a Brief Description of each:
DENTAL SERVICES FOR INDIGENT.CHILDREN OF -JOHNSON COUNTY
(see above)
i
C. Tell u5 What you need funding for. WE are requesting funding to continue
to provide dental services for those Johnson County residents that we I
anticipate are in need of this service andwouldnot otherwise obtain
it due to financial limitations.
D. Management:
1. Does each professional staff person have a written Job description:
Yes X No
2. Is the agency Director's performance evaluated at least yearly?
Yes 'XNo By whom? department and college
E. Finances:
1. Are there fees for any of your services?
Yes X No (Not to patient -to agency only)
a) If "yes", under what circumstances?
Fees will be charged for the individual services provided to each
patient based upon the guidelines established by the College of
Dentistry for predoctoral dental students and typically are approx.
one-third of the fees charged by faculty or private practice.
b) Are they flat X sliding ?
P-2 113
/9d5
c) -.Please discuss your agency's fund raising efforts, if applicable.
N/A
1 F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units Service 4
I. How many residents of Johnson County (includingIowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 179 Year 7/1/85-6/30/86
I b) Unduplicated Count 72
2. How many residents of Iowa City did your agency serve during
j your last completed budget year?
a) Duplicated Count 158
b) Unduplicated Count 66
3. How many residents of Coralville did your agency serve during
Your last completed budget year?
a) Duplicated Count 12
b) Unduplicated Count 3
4. How many.units_of service didour agency
County residents last year? 179 y provide to Johnson
5. Please define your units of service.
Clinic visits for dignostic, preventive, emergency or restorative
treatment.
P-3 114
I
/903
I
6. In what ways are you planning for the needs of your service
population in the next 5 years?
We pour clientslan to iqualifyate aEorntheofd
e as long as
programdand asolong asrresources allow.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
This past summer it was necessary for -the College: of Dentistry
to:.increase slightly the fees which will influence somewhat the
services we are able to provide for a set amount of money. _
II
I
8. List complaints about your services of which you are aware.
•� More effort should be spent to inform residents of Johnson County
outside of the Iowa City area such as Lone Tree, Solon, North
Liberty, Hills, etc. steps have been taken this year to rectify
. this.
9. ,Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
No waiting list.
How many people are currently on your waiting list?
10. In what way are your agency's services publicized?
Written and oral contact with potential patients through referral
sources (i.e., Iowa City and outlying schools, Mark IV, Free Medical
Center, Visiting Nurses Association of Johnson County)
P-4
115
AGENCY GOALS FORM n
i
Agency Name: DENTAL SERVICES FOR INDIGENT Year: 1987
CHILDREN OF JOHNSON COUNTY
Name of Program: SAME
t DENTAL SERVICES FOR INDIGENT CHILDREN OF JOHNSON COUNTY
G
Goal• To provide dental services to indigent children of Johnson County who
are not helped by other assistance programs.
Objective A: To provide the greatest amount of quality dental services for
the money appropriated for these children.
Tasks: 1. Fees will be kept to a minimum b utilizing g predoctoral dental �
students as the primary care givers under the direct supervision
of the faculty of the College of Dentistry.
2. Increase the patient population to include those eligible persons
in outlying areas of Johnson County.
I
Resources: The resources will be from the Department of Pediatric Dentistry
of the College of Dentistry. This will consist of faculty and materials,
faculty, staff, predoctoral dental students and resources of the
Department of Pediatric Dentistry.
r
I
116
T
yC;wt:J .'E'7I::.;=. Icy !--I -C3InECTOP: Pat Meyer
-
AGE:IC'f 'JAME: Domestic violence
CITY OF CDRAL7ILLE
ADDRE,F: Box 733 Iowa Cite, Ia
JOHNSON COUNTY CITY OF IOWA CITY PHONE: 351-1042
UNITED WAY OF JOHNSON COUNTY CDMPLETED BY: Pat Meyer/Sarah Dennet
APPROVED BY BOARD:
autnorizea s;gnature)
CHECK YOUR AGENCY'S BUDGET YEAR on o3 S&
la tel
1/1/87 - 12/31/87
4/1/87 - 3/31/88
7/1/87 - 6/30/88 x
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income +-Expense
Detail, i.e., Program 1, 2, 3; etc.)
1. SHELTER: To provide an alternative living arran ement to
ensure temmorary safety of victims of domestic
violence and their children.
2. COUNSELING: Suonortive counseling, information and referral
to shelter residents, callers and in nerson contacts.
3. COMMUNITY EDUCATION:. Provide.-informatioh'and sneakers to
increase awareness of the problem and services available
4. CHILDREN'S SERVICES: Address.needs of children affected by
violence; assist their integration into shelter.;
.'OUTREACH: Immediate support following mandatory arrest;
advocacy for victims in criminal justice system.
Local Funding Summary: 4/1/85 - I4/1/86 - 4/1/87 -
3/31/86 3/31/87 3/31/88
United flay or Johnson County mn���i.e"e;:?�q $15500 516600 517900
FY 86 FY 87 FY 88
City or Iowa City so�Bu" 512000 S 13200 513200
Johnson County 5Ei.i�r S12000 S 13200 513200
-I City or Coralville
51500 ( S1500 151600 1117
1
1743
ao
I
AG:NC:: DOMESTIC VIOLENCE ?ROJECT
Enter your Agency's Budget Year
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
7/85 - 6/86
7/86 - 6/87
7/87-6/88
1. TOTAL OPERATING BUDGET (Total a + b)1
$91418
$106134
$114995
CJw nv Hn. :.
a. Carryover Balance cr.n.u. c.im
1831
33
0
b. Income (Cash)
69597
106101
1148S5
2. TOTAL EXPENDITURES (Total a + b)1
91385
106134
1148x5
a. Administration
13140
15300
18040
b. Program Total (List programs below)
78245
90834
96945
SHELTER
57467
44519 -
X41680
COUNSELING
11184
12736
igign
COMMUNITY EDUCATION?
2284
2705
2796
CHILDRE NIS FROrPAA7310
8590
9063
0UTREACHn
22288
23926
3. ENDING BALANCE (Subtract 1 - 2)
33
0
0
4.IN-KIND SUPPORT Total from P&Q1 5)
69660
63660
75500
5. NON-CASH ASSETS
18000
20000
20000
Notes and coamants:
1We received CDBG funds in FY87 which were used for remodeling
the Shelter. Income and expenses for this one-time project
a;e not included here.
rq
118"'
fi
1. Lacal funding sources(List below
a. Johnson County "
b. City or Iowa City p
c, United Way
d. City of Ccralville
e• UofI Student Senate
f' 0 u t'
2. 'State, Federal. roundations(List)
FEMA
a. FVPSG
b- DHS
Chicago Resource Center
C• DH FY 5 Ca
T d. V
3. Contributions/Donations
i a. United Way Designated Giving
9 450
AGE3Cn
D0= TC VIOLENCE
ACTUAL TRIS YEAR 9UOGE
ST {r41 PrO.Er__r c7
.r
AO.1I11,
?RLG�_4a
,�5c::4
3,000
_
_ N_YT YE.'
,
5,383
7,000
7,500
1,570
1,720
a. Seecial events(List below)
4,586
621
46 067
47 400
7 660
19 150
12,590
000
13 200
13 200
2,430
5,600
3,170
000
13 200
13 200
2 430
5 600
3,170
,772
16 896
17,800
2 800
6,650
5,850
500
1 500
1 600
---
500
400
349
771
800
__
---
1,000
2,000
---
---
800
---
930
38 834
43 422
6 000
841I
575
4,500
2,500
---
2,500
--
0
2 000
___
---
385
12 000
12 000
6 000
6 000
%. Interest incc.^e
150
__ -
4, 0 00
-__
__
---
---
i a. United Way Designated Giving
9 450
10 00010
500
1,570
4,220
r b. Otliereontributions.
4,067
d
3,000
3,000
---
5,383
7,000
7,500
1,570
1,720
a. Seecial events(List below)
4,586
1 L C. Strtge.s Hospice
8,000
10,500
2,810
988 ---
a•Poad Race
a en ine s ene i
3,000
3,500
4,000
2,000
500 -__
b. Direct Mail Appeal
2,000
---
--- --_
3,000
810
___
C. Other Fundraisers
---
1,000
2,000
---
488
?. Net sales -services ClientReimb
841I
400
400
-- _
400
""-
6. Net sales TiaterialsVictima'
200
800
800
I
%. Interest incc.^e
I
---
8. OtLer(List below,including mist.;
�
283
1 700
1 663
---
1 500
a. Sueakers' Bureau
76
100
100
---
b-client
b•Client Food Contribution
---
1
500
1 500
---
1 500
C. 1 ane----
20
%OTAL INCOME (Show also on pace 2,
63
--- ---
lire ib1 89,587 106,101
114,885
18,040
119,390
41,680
ilotes and to eats: *Income in
addition
to this
was applied to
rentodeli.n
ro'ect.
our
119
AGENCY: DOMESTIC VIOLENCE
'NCC,'4E DETAIL (Continued) PROJECT
Notes and comments: 120r
3a
/9"
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PROGRA'
8
1. Local funding sources(List below)
500
a. Johnson County
---
b, City of Iowa City
---
c. United Way
---
C7,000100
d. City of Coralville
--e.
U of I Student Senate
5O0
f.
2. State,Federal,Foundations(List)
1,000
-
15,000
FEMA
a.
_-_
__-
__-
b.
C. Chicago Resouce Center
FY 5 Carrro
ver
1 ,000
---
3,000
_
d• VOCA
3. Contributions/Donations
a• United Way Designated Giving
473
___
1 000
500
3,237
--
b. Other contributions
473
500
3,237
4. Special events(List below)
713
1,063
4,926
I.C. tri ers Hospice
a. Road Race
500
---
1,000
b Valentine's Benefit
Apppal
---
500
1,000
c,0ther Fundraisers
213
63
1,236
S. Net sales -services Client
Victims
6: Net sales -materials
__-
___
7. Interest income
-__
200
8. Other(List below,inciuding misc.
—
63
a•S eakers' Bureau0
N--
---
b-Client Food Contribution,___-
___ I
___
c.
TOTAL INCOME (Show also an page 2,
line lb)
2,786
9,063
23,926
Notes and comments: 120r
3a
/9"
;0
EXPEND TUBE 0`_''-
AGENCY: DOMESTIC V?OLENCE PROJECT
4
121
/9o,s
ACTUAL
LAST YEAR
TN IS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
1
PROGRAP:
2
1. Salaries
42 088
53,770
56 694
11,021
40
2. Emoioyee benefits b taxes
1,000
2,660
3. Staff development
632
500
500
500
---
---
4. Professional consultation
0
500
S. Publications/Subscriptions
520
500
500
125
250
6. Dues 6 Memberships
7. Rent
582
756
840
660
8. Utilities
4,314
5,000
5,700
---
5,700
---
9. Telephone'
4,417
5,000
5,600
840
1 120
2 240
0. Office supplies b postage
888
1,040
1,200
1,200
1. Equipment purchase 6 rental
2 04
932
2. Equipment/Office maintenance
622
40n
SnA
3. Printing 8, publicity
1.0541,500
___
4. Local transportation
8
7 00
700
100
5. Insurance
.010
2
2
6•. Audit
---
---
---
---
---
---
.7. interest 1
-'-
---
"-
---
---
-_-_'_
S. Other (specify):General
1,826
1,700
1 700
---
1'700
9. Fobd Household Sunalies
15,583
14,400
16,000
L6 000
O Agency Auto
Q ct Aid
1,301
2,747
1,440
2,522
1,705
---
1,364
---
21. Contracted Labor2
1,215
1,700
1
---
22. Mi R�pl I Anani'a
711
19A
17Q
TOTAL EXPENSES (Show also on
page 2,line 2)
91,385
106,134
114,885
18,040
41,680
19,390
Notes and comments: 1. Major repairs on house: FY87=bars on basement wind.
cleaning cutters
FY88-roof repairs
2. Contracted Labor: one oaid overnight shift $20/40w
540/mon. for minor repairs
childcare for groups
4
121
/9o,s
EXPENDITURE DETAIL (Continues)
AGEUC7: DOMESTIC VIOL FANCE DANT
PROGRA;1 PROGRAM PROGnn;9 PROGRAM I PR GRAM PRO8R9Kj
3 4 5 6
1. Salaries
1 30 3 7,508
2. Employee benefits 8 taxes
3. Staff development
4. Professional consultation
Sm Publications/Subscriptions
1
6, Dues 6 Memberships
-- ---
07Renit
--- --- 180
ties'hone----- 1 400
e.supplies 8 postagement'purchase 6 rental -
--' ---
12. 'Equipment/office maintenance 384
13. 'Printing 6 publicity
14. !Localtransportation - _
-
15. insurance
16. Audit
17. Interest
18. Other (specify): General --- ___
---
19. Food/Household Supplie --- -__
20 Agency Auto --- ---
341
21. Contracted Labor
999
---
22. Miscellaneous
420
TOTAL EXPENSES Palo2.si1M2 2,786 9,063 23,926
Notes and comments:
122
C! V444\ 4a
/9�3
AGENCY: DOMESTIC VIOLENCE .
acucn ml,aa,on of am difference
SALARIED POSITIONS °"t 4"ail salarylaei, ano
actual salary Paid
Position Title / Last Name FTE'
LastI This I Next
Year Year ' Year
Please refer to macre SA
LAST YEAR
ACTUAL- 86
THIS YEAR
PROJECTE 97
NEXT YEAR
BUDGET 89
CHANGE
Total Salaries Paid
2.5
3.0
3.0
42,088
53,770
56,694
+58
• Full•t1r wulWlanc: 1.0 • Full•tlar:.S • Wlf•c1r: am. ,
RESTRICTED FUNDS (Complete detail.Forms 7 6 8
Restricted by: Restricted for:
UofI Student Senate printing/xerox
PPMA fnnd
Iowa City CDBG '"' capital improve.
. :..ag0 nn unnrnn *ralning1rnmm
Client Food Con. food
-DVP Board' "` contingencies
349
771
800
2 500
38
-506
50,000
---
---
---
---
-
---
1,500
1,500
-'08
2,500
2,500
2,500
0%
DVP Board capita mprove.
MATCHING GRANTS, *"SEE MATCHING GRANTS C
Grantor/Matched by: 9
VOCA/local funds 75/25 1
13 544
TEdORY
---
5 100
R FINDS_
19,334
0
ICH ARE AT
22,922
N/A
0 REST
188
FVPSG/volunteer time 65/35 2
---
3,000
.2,000
7338
IN -KING SUPPORT DETAIL
Services/Volunteers
62,160
56,160
68,000
Material Goods
7,500
7,500
7,500
Space, utilities, etc.
Other: (Please specify)
MECCA is providing space for
group and childcare 1Xweek
CT
`J 1 Restricted fund: shelter counselor salary.:and direct aid oni.y 123
2 Restricted fund: outreach costs only/Local match will be 558 in FY88
*Full-time equivalent —I
1.0 = Full-time; .S Half-time; etc.
Sa
124
/903
AGENCY:
DOMESTIC
VIOLENCE
AttACM e.01ellecicll Or Illy differenceOecv<en
emud.alur aavailable end eauej slur Paid
LAST YEAR
ACTUAL
THIS YEAR
1
NEXT YEAR
ECTED
8UOGET
CHANE„-..
i
SALARr.E�SlT1045
Position Title / Last Name
FTE*
FY86
FY87
FY88
Last
This
Next
Year
Year Year
' Pro ram Coord Mever 1 0
1 p
18,394
19,000
20,140
Child Coord/Jensen 0.5
0.5 0.5
81500
+6%
9,100
9,6,46
+68
Business Coord/benne .5
0.5 0.5
7,0891
8,500
9 100
Shelter Counsel/ job -_+78
1.0 1.0
--
15,4002
17,808
+685
Facilities/Catalano 0.5
--7,396
1,7703
--
Business Coord/Edwar s.-
__
7094.
_-
--
2 Eleven mon s a
$16,800/ye r.
3 Laid off 9 1/86.
FTE 0.5
4 One month 7 85
Le for other em lovment. (FTE=0.5)
- -
I
d n
base alar of 16
800
*Full-time equivalent —I
1.0 = Full-time; .S Half-time; etc.
Sa
124
/903
BE:rr:7 'E7?IL
DOS"ESTIC VIOLENCE
6
125
/f0,3
ACTUAL
THIS YEAR
BUDGETED
TAXES AiLD PERSONNEL BENEFITS
LAST YEAR
PROJEC70
NEXT YEAR
(List Rates for Next Year)
TOTAL
$6932
$9075
$10,473
FICA
7 _ „z % ?5669Q
S x 545000
0.4 s % $108000
-- %'x S
S 75 per mo•: 4 fami;. 2860
S_IIt mg•� Y
$2659
$3044
$4156
Unemolovment Como.' -4.8
908
1237
2150
Worker's Comp.
426
300
A32
Retirement
Health Ins.
3570
3600
Disability Ins.
__ x S
I S -' per month
S x
S x S
Life Ins.
other FUTA
79
124
125
.How far below the Salary Study Committee's
recommendation is your director's salary?
-$3522
-$2916
-$1776
Sick Leave Policy: Maximum Accrual 4AIL hours
Months of operation During Year: 1_
_1p, days per year for yeusy to
Hours of Service: a hrcYAwl , �T
_days par year for year_ to _
Vacation Policy: Maxim= Accrual _U_ hours
Holidays:
12 days per year for years 1 to 1
days per year for year ;_I to _X_
y days per year.
Work Week:
Does your staff frequently
How do you compensate for overtime?
work more hours per week
off none
than they were hired for?
—X -='Rime
Yes No
time and other (specify)
staff currently working about 80 hours
a half pay
per week in excess of hired hours.
DIRECTOR'S POINTS & RATES =F BENEFIT POINTS
Comments.
Minimmm Maxi=m
Retirement S�MOn• n— —a—
*„The work load does not
.0.
Health Insurance 12 S�Mon. 12 12
—�
permit staff to take time
off in compensation for
Disability Ins. �— S_/MOn. �-
overtime.
Life Insurance SyMon.
Centel Ins. $ LO Mon. T —�
Vacation Days 7r all
Holidays _ Days �—
Sick Leave ZA' _ Days�-
POINT TOTAL 60 52 60
6
125
/f0,3
OP710::ci 3U2�77 -
AGENCY: (incica:c :; „
DOMESTIC VIOLENCE PROJECT if aoplicaole;
DETAIL OF RE--TRIC;ED FUIOS
.(Source Restricted Only—Exclude Board Restricted)
r,
A. Name of Restricted Fund n nf r
c y.
1. Restricted by:
2. Source of fund: student ant �_ro f
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses? alt
_Yes x No If Yes, what amount:
i
Date when restriction became effective: annual allocation; available 7/1
6. Date when restriction expires:
I
C
I
7. Current balance of this fund: becinning balance: 771 (7/1/86
B. .Name of Restricted Fund Emergency Food Program (FEMA)
I. Restricted by: _Federal Emergency Management Agency
2. -Source of fund: same
3. Purpose for which restricted: food
4. Are investment earnings available for current unrestricted expenses?
_Yes x No If Yes, what amount:
5. Date when restriction became effective: with receipt of funds
6. Date when restriction expires: no term
7. Current balance of this fund: $2500 (7/1/86)
Name of Restricted Fund Renovation Project
I. Restricted by: Iowa city City Council
2. Source of fund: Community Development Block Grant
3. Purpose for which restricted: Renovation
4. Are investment earnings available for current unrestricted expenses?
Yes x No If Yes, what amount:
5. Data when restriction became effective: July 1985
6. Data wner. restriction expires: Spring 1986
7. Current :mance of this fund: r�ii Saar Z„J
126
7
Ec@�,, X913
OPTIONAL BUDGET FOR.!
AGENCY: Domestic Violence Project (Inoicate N/�
if applicable)
DETAIL OF RESTRICTED FUNDS
.(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund Chicago Resource Center
1. Restricted by: same
2. Source of fund: same
1
3. Purpose for which restricted: training and education
4. Are investment earnings available for current unrestricted expenses?
Yes ._.LNo If. Yes, what amount: j
S. Date when restriction became effective: Will apply for nrant in the spring ;
6.._ Date when restriction expires: of 1987.
7. .Current balance of this fund: n
B. Name of Restricted Fund Client food contributions
1. Restricted by: donor
2. Source of fund:_ food stamps
3._ Purpose for which restricted: food
4. Are investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount:
5. Date when. restriction became effective: ongoing federal grogram i
_. 6. Date when restriction expires: no term'
7. Current balance of this fund:. D - (7/1/86)
C. Name of Restricted Fund victims of Crime Act
1. Restricted by: federal
j
2. Source of fund: federal grant administered by Iowa Criminal F, J,yenile
Justice Planning Agency
3. Purpose for which restricted: noon,` 4_ ey„iing and direct aid and g her assistance
4. Are investment earnings available for current unrestricted expenses?
Yes _No If Yes, what amount:
S. Date when restriction became effective: grant period ig 6/1/86 - 6/1/87
6. Date when restriction expires:
7. Current balance of this fund: n (7/1/n6)
127
7a
u''\ /?0j
�r,
Wk
-I
OPTiOYAL 9UG�_T F]P!1
21natcace :,/�
AGENCY: Domestic Violence Project if applicable)
DETAIL OF RESTRICTED FUNDS
.(Source Restricted Only --Exclude Board Restricted) �.
A. Name of Restricted Fund Family Violence Prevention and Services (FVPSG)
1. Restricted by: U.S. Dept of Health and Human Services
2. Source of fund: administered by Iowa Commission on the Status of Women
I
3. Purpose for which restricted: Outreach
i
I
4. Are investment earnings available for current unrestricted expenses?
Yes gNo If Yes, what amount:
I
S. Date when restriction became effective: grant Period 9/15/86 -9/30/87
6. Date when restriction expires:
7. Current balance of this fund: n f7/1 /AAI j
B. Name of Restricted Fund
1. Restricted by: -
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
_ I
6. Date when restriction expires:
7. Current balance of this fund:,." j
C. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Date when restriction expires:
7. Current balance of this fund:
128
7b
/'?o
Domestic Violent Project _- -, c: iicaei e
DET„;l DF ao.p.D D"c3iGt„i_D RE:Er.JES if aPP
(For Funcs 'Which Are Not Donor Restricted)
A. Name of Board Designated Reserve: Contingency Fund
1. Date of board meeting at which designation was mace: Spring 1981
Z. Source of funds: carry—over
3. Purpose for which designated: unanticipated emergency expenses, especially
repairs
4. Are the, investment earnings available for current unrestricted expenses?
XYes _No If Yes, what amount: $150-200 per year
S. Date board designatiart became effective July 1981
expires' no term
6. Current balance of this fund: $2,500
B. Name of Board Designated Reserve:
Capital r' me
vants/rehabilitation
I.. Date of board meeting at which designation was made: *`/A
2...Source of:funds:
private contributions, salvage
Garage sale,
3. Purpose for which designated:
4..Are the investment earnings available for current unrestricted expenses:
Yes x No If Yes, what amount:
s. oats board designation became effective: N/A _expires: —
G• Current balance,of this fund: $0 (7/1/861
C. Name of Board Designated Reserve:
Date of.board. meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
Yes. No If Yes, what amount: ,
Data hoar: desicnation'bec_me af'ec::ve: expires:
;. Current taiance of this func: 129
.J
8
Agency: DOMESTIC VIOLENCE PROJECT
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
Our current program, now in operation for 6 years, provides
safe shelter for battered women and their children. We also
do phone and in person counseling, community education, and
nrovide services to children affected by domestic violence.
Population served includes women battered in dating, cohabitatinR,
and marriage relationships, as well as young women (over 18)
experiencing battering from a parent, older women being abused
by adult children, and elderly being abused by a caretaker.
While we see nrimarily women, we also work with battered men
and gay and lesbian victims.
Major
activities/program changes have included: (in Past year)
1.
Staff re -organization: We began EY86 with 2� Paid staff:
Program Coordinator (full-time), Business Co. (half-time)
Children's Co. (half-time), and Facilities Co. (half-time).
The Program Coordinator has assumed supervision responsi-
bilities for other paid staff.' In June, 1986, the DVP
received a grant from the Victims of. Crime Act (federal)
to hire a full-time Counseling Co. Due to funding
constraints, the Facilities Co. position was eliminated
as of Sept. 15, 1986. While we were able to maintain
an increase in staffing, we still are concerned about
the gap between need and actual staff available. .
2.
In FY 1986 we completed a major remodeling project, funded
With $50,000 from CDBG and other sources. (see handout
for details) The remodeling, while very stressful, resulted
in much improved space, including handicapped accessibility,
larger kitchen, access to basement, additional bedroom
!
and office space, and better security.
g 3.
A five year program review resulted in goal setting in
several areas. Tie undertook a project to provide better
employment/training counseling with women. This resulted
in a detailed manual on community opportunities. We are
working on better outreach to women of color. We developed
a manual for battered women. We also began work on increased
involvement with the legal system. (see 4)
4.
In July, a mandatory arrest policy went into effect for
domestic abuse situations. This has had a significant impact
on services. (see handout for details)
Future goals: Primary focus this year will be on the mandatory
arrest policy and c yeloping a systemic approach.
130
ACCOUNTABILITY QUESTIONNAIRE
A Agency's Primary Purpose: DOMESTIC VIOLENCE pROJECT
vices The primary purpose is to make ser
domestic violencee to adults
and their children affected by
This purpose is addressed on three levels:
a) The provision of safe shelter and crisis services.
b) The prevention of future
through coordination
with other community g
C) The provision of community education about the problem.
B. Program Name(s) with a Brief Description of each:
1, .SHELTER: prochividing
a safeileoalternativetions areeto ored. and their
2, COUNSELING:.- Supportive counseling, informatand women
ion and eferrals
to shelter residents, callers,
wanting in person contact.
information
3,, COMMUNITY EDUCATION: increaseawaressofnproblem spears to
4, CHILDREN'S SERVICES: Address needs of children affected
by violence.
5. OUTREACH: provide support to victims when there has been
C. Tell us what you need funding for.
WE''ai:6 requesting funding to maintain all programs listed
utilities, and household supplies and food.
above. Major budget items include salaries for 2 FTE staff,
telephone,
1 We are trying to maintain a 24 hour a day residential facility,
See budget' for work we
as well as provide crisis services.
D, Management:. have done on alternative funding.
1. Does each professional staff person have a written job description:
Yes X No
2. Is the agency Director's perform
evaluated at least yearly?
ma
By whom? Board Personnel'.Committee
Yes, .x No
E. Finances: -
1, Are there fees for any of your services?
Yes No
a) If "yes", under.what circumstances?
Depending on financial situation:
Request $5/day for shelter/$10 Per week for food
per family -
Based on ability to nay.
j b) Are they flat _.Y_ sliding ?
4 ,
P-2 131
IF
i N .
c). Please discuss your agency's fund raising efforts, if applicable.
1. Includes grant -writing --received VOCA and FVSPG
monies, anticipate receiving funding from Chica00 Resource
2. Solicit private donations through direct mail.
3. Participate in HOSPICE/United Way Run.
4. Hold at least two other fundraisers during the vear.
Currently 608 of budqet is from other sources we have
F. Program/Services: generated.
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated, Count ;n-; Year FY86
b) Unduplicated Count 483
2. Now many residents of Iowa City did.your agency serve during
your last completed budget year?
• _ i
a) Duplicated Count vas
b) Unduplicated Count 333
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 27
b) Unduplicated Count - 25
4. ,How many units of service did your agency provide to. Johnson
County residents last year? 1) 4, 350
2) 492
S. Please define your units of service. 3) 195
1. shelter day: one 24 hour period that individual is in
shelter
2. Crisis services: Phone contact --minimum of 15 minutes
spent on phone
3. Counseling: 1 hour spent with individual
P-3�
132
/903
■
6 In what
ways
are
you
planning ffor the needs of your service
ati
n
1. Continuing to seek funding sources for more Haid
staff/direct aid assistance --especially for
counseling and legal assistance.
i 2. Long=term goal is to develop second stage housing
for womenneedinghousing alternatives.
3. Continued efforts to coordinate community intervention
approach/use of mandatory arrest.
4. Develop prevention materials targeted at adolescents
in dating relationships.
7i Please discuss, any other problems or factors relevant to
your agency's programs,funding or service delivery.
Shelter stay increases based on lack of accessible
legal help and affordable housing. our average
daily occuoancy.is now over 20 --this means that
the shelter;, is, often- crowded and chaotic.
=The impact of -the new law.is being.felt--as we try
to mobilize resources for effective intervention.
-,We,are struggling .• with..making,good use of limited resources
8. List canplaints'about your services of which you are aware.
Basically,,the crowding that occurs at the shelter.
.;,The:remodelling did help in.alleviating some of the
problems.
9. awayou
.foralack ofiabilitylist
to serveethem?had
What measures people
esdo
you feel.can be.taken;to resolve this problem?
Not at this time --we try to make room.
How many people are currently on your waiting list?.
N/A
10. In what way are your agency's services publicized?
1, Brochures/Posters
2. Media ads
3. Listed in several areas of phone book
4. Police required to inform women of our services
5. Community education
P-4
133
/140J
i
DOMESTIC VIOLENCE PROJECT
PROGRAM GOALS AND OBJECTIVES: FY88
1. Goal: To provide 130 victims of doemstic violence and their
children (125) with an alternative living arrangement
which will ensure their temporary safety.
Objectives: Operate and staff a residential facility which
is accessible 24 hours a day to provide a place
of safe shelter.
Tasks: a. Maintain a volunteer pool at 45 by providing
three training sessions per year.
b. Schedule house staff and on-call staff to
provide 24 hour coverage and transportation.
c. Provide training on security and do regular
security checks.
d. Provide needed maintenance to provide safe
environment.
2. Provide 200 residents with.necessary clothing,
food and other basic needs.
a. Maintain a clothing closet. Actively solicit*
- contributions.
b. Coordinate with'other"emergency'servzces in
use of available food.resources.,
c. Publicize'need for variety of'donated items
- .:and maintain collection.and:distribution system.
d. Maintain referral information on other
agencies providing 'assistance with financial needs.
3. Provide alternative housing when shelter is not
appropriate.
a. Coordinate with Ecumenicai Housing Project for
referrals. . .
;b.' Maintain•list:of volunteer homes.
a, Maintain -list -of other shelters for referral.
Resources
1. Staff
2. Household supplies/food
3. Building maintenance
4. utilities/phone
5. Transportation
6. Training costs/reference materials
7. Pagers
8. Insurance
9. Equipment repair/purchase/storage
10. Direct Aid
COST: $41,680
134
1ge3
F
DVP--pg. 2 of Goals
2. Goal: To provide 400 persons with counseling services; to
include supportive counseling, information on domestic
violence, referrals to community resources, and advocacy;
which address their immediate needs and future goals.
Objective 1: To provide a supportive environment which
encourages shelter residents to explore their
options, hwo the violence they have experienced
has affected them and their children, and ways
to take charge of their situations.
Tasks: 1. To provide 24 hour coverage by trained staff to
address issues raised by residents.
2. To provide on-going training to staff to
maintain quality of services and respond to
emerging issues:
3. To coordinate our services with other community
agencies.
Objective 2: To provide crisis services to callers; including
,:e-.victims,.:significant•others, and batterers; and
women wanting in person contact.
Tasks: 1. To maintain a system for meeting women (not
shelter residents) wanting in person contact
2. To provide 24 hour coverage by trained staff
to answer phone.
Objective 3: To provide extensive information and referrals
on legal, counseling, financial, and housing
assistance.
Tasks: 1. Maintain resource files regarding,services specific
.to:domestic .violence and client needs.
2. Maintain contact with referral agencies regarding
services provided and appropriateness of referrals.
Resources
1 Staff
2 Phone lines
3. office materials/training costs
4. insurance
5. Publicity
6. Publications
J
COST: $19,390
135
r
DVP--pg. 3 of Goals
3. Goal: To educate the community --professional and lay people --
about the problem of domestic violence; including
P services available, extent of problem, intervention,
prevention, and program needs.
Objective 1: Maintain wide distribution of printed materials.
Will distribute 4000 pieces.
Tasks: 1. Identify high visibility areas, as well as
target populations for distribution points.
2. Use variety of materials, including business
cards, posters; and brochures.
3. Have regualr distribution schedule and •publicize
availability of materials.
Objective 2: Maintain speakers' bureau for conferences, lectures,
and workshops. Will reach 1200 people.
Tasks: 1. Target groups, esp. high risk groups, professionals,
and adolescents', for programming:-,.
2. Actively solicit speaking engagements through
personal contact and publicity.
.. Resources
1.Staff
1..Printing
. Office materials
4. .Postage
COST: $2,786
4 Goal: To provide services that address needs of children
affected by,violence, assist their integration into
the shelter, and offer parents support and new parenting
skills. Will be provided to 60 parents and 90 children.
Objective 1: To provide activities for children in shelter
that build positive self-esteem, teach skills,
and address individual needs.
j Tasks: 1. Provide 12 hours of training in parenting and
activities for children to all staff.
2. Maintain pool of 15 child advocates by
providing three training sessions per year.
3. Maintain materials and play space for children.
4. Use community resources; library, Rec Center, etc.
136
DVP--pg. 4 of Goals
i
i
Objective 2: To assist parents in coping with transitions and
1
the impact on their children.
Tasks: 1. Maintain an extensive file of materials on
parenting and child development.
1
2, Address parent concerns and children's needs
as part of in -take and on-going planning.
3. Maintain referral system and coordinate with
other service. providers (e.g. UAY, AEA, LSS,
CHM, Big Brother/Big Sister).
4. Provide information on non-violent discipline `
and model effective parenting. j
1
Objective 3: To provide concerned persons with information
I.
- about the impact of violence on children.
Tasks: 1. Incorporate information on children in j
community education presentations.
2. Work closely with other educational/service
groups dealing with parents/children (e.g. ACCAN).
Resources _
1.
Staff
2.
Craft and play materials
3.
Activity fund (direct aid)
4.
Office materials
' l 5.
Insurance
_
.. 'COST: $9,063
5.
i
Goal: To provide immediate support and information to domestic
abuse :victims where there has been a police intervention
(mandatory arrest) and to advocate for victims within the
criminal justice system.
Objective 1: Provide on-call advocates to respond at time of
arrest.
Tasks: a. Train on-call advocates regarding law and
anticipated victim responses.
b. Provide written material on services and
domestic violence.
c. Schedule on-call advocates to provide 24hour/day
coverage.
Objective 2: Provide on-going support to victims of domestic
violence involved with the criminal justice
system--esp. to improve the rate of participation
in trials.
Tasks: a. Weekly phone contacts will be made to victims
contacted through the outreach project.
b. Advocacy in court will be provided with
coordination with the Victim Advocate in the
County Attorney's office. 137
DVP--pg, 5 of Goals
SUPPOrt/i
* c scheduledbasiswill be provided on
d. Other needed services willobesidentimes and a regularly
an individual basis. Per Year)
Provided on
Objective 3: Provide communication with other agencies involved
I criminal justice response to mandator Y arrest:
county eAttorney, Corrections, counselin4
Countc.
services,
Tasks: a. Weekly
Y check-in with County Attorney's office.
problem-solvingngs with other groups for
c. Case coordination with batterers' services. I'
_
Resources
1. Staff
2. Printing
3• Transportation I '
4• Pagers
5. Room rent
6• Childcare
7• Direct Aid
*Next yearCOST: I.
" this 523,926.
wanted to hi
aasincrportedinto counseling services--
result of mandator
Y arrest.
I.
v
j
i
138
Jean Ann Snow
HUMAN SE.VICE AGENCY BUDGET FORM ,.uENCY NAME:Elderly Services Agency
CITY OF CORALVILLE ADDRESS: 28 South Linn
JOHNSON COUNTY CITY OF IOWA CITY PHONE: 356-5217
COMPLETED BY:
UNITED WAY OF JOHNSON COUNTY APPROVED BY BOARD: /
uthorrzed s gnature
�C 3
CHECK YOUR AGENCY'S BUDGET YEAR on date
1/1/87 - 12/31/87
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
I
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.) ESA serves all people 60+ in Johnson Cty.
1.; Information & Referral: answers questions from public, refers people to
right place to find help; publishes a services guide for more dependent,
homebound elderly. ;_.
2. Outreach & Advocacy: reaches out to elderly through trained, volunteers;
cts ,all clients using any sector of ESA; assesses level of need and refer=
conta
for proper services.` Volunteers make home visits, deliver food, tad elderly, i
grocery shopping in the.winter,-maintain relatonships with isolate
om ESA with
frailest
trains and supervises volunteers, talks daily/weeklyand as new programs and
elderly,!bimonthly with -more moderate risk elderly,
special services are available to the heAlthy, independent elderly.
J 3. -..Chore & Respite Care:- helps people stay in their own homes by providing
reliable, trustworthy workers at: low cost to do chores in house and yard as
(light housekeeping,
well. -as the provision of respite care ' cooking, washing)
ssary upon the return home and when the
when hospitalization makes help nece
family wishes to be relieved temporarily of responsibilities. Organizes
volunteers for seasonal chores.
4. Shared Housing: matches elderly homeowners with tenants who want low j
rent n exc ange.for;light housekeeping/errand service.
5... Rous ing'Repair: screens, supervises workers to provide repairs necessary
to keep frail elderly of low and moderate income safe in their homes'.
6:'- Energy Assist_nce: helps with applications for subsidized energy assistance
and Weatherization of homes through HAI'4/1/86 = 4/1/87'
Local Funding Summary: 4/1/85 -
3/31/86 3/31/87 3/31/88
S 10 815 15
United Way of Johnson County a,.w"atm�"' S 41++.9 10 500 $ 15 000
FY 86 FY 87 FY 88
SEE BUD( !1$ p7 836 $ 28 671 $ 28 671
City of Iowa City PALE to
p
Johnson County
i
`J City of Coralville
I
I
U11
UE BUDGET
IS 1,500 LS 1,750 I$ 1,750
S 00 $ 500
139
I
AGENC'!: Elderly Services Agency
EUCCET EU!'!'A^y AC -UAL THIS YEAR BUDGETED
LAST YEAR PROJECTED NEXT YEAR
Enter your Agency's Budget Year FY 86 FY 87 FY 88
1. TOTAL OPERATING BUDGET (Total a + b)
93 665
102 546
Ing 55i
Casa /iIla 2.4,971
a. Carryover Balance m.IM cel.
5,374
5,.576
b. Income (Cash)
88,694
:17,172
96,975
2. TOTAL EXPENDITURES (Total a + b)
88,291
96,970
98,106
a. Administration
6,200
4,190
4,130
b. Program Total (List programs below)
82,091
92,780
93,976
Information and Referral
11.000
7,596
7,917
Outreach and Advocacy
13 616
16,308 1
21,600
Chore and Respite Care
30 702
31.839
35,949
Share d Housing
4 599
1
16 110
Housing Repair
1,773
640
In 642
'Energy Assistanrp--
1,798
1,758
3. ENDING BALANCE (Subtract 1 - 2)
5.374
5 576
4. IN-KIND SUPPORT Total from Page S)
34,287
3'1;820
40,070
A 1. Phasing in reorganization of service: •Olients will
bNfltlj�g3s�erh'the basis of their abilities in handling the activities
of daily living and the humber of hours of help they require each week/
month. They will then be slotted into one of three categories: low ris/
low need; moderate risk/moderate need and high risk/high need. The
Shared Housing program, now that it is in place, does not require the
services of a full-time staff person. The outreach and chore and respit
care programs have extremely heavy client loads (outreach has jumped fro,
69 clients two years ago to 619 this year; chore and respite care hours
have jumped from 17,339 two years ago to 35,889 this year). Staff time
will be shifted so that the Shared Housing Coordinator (so titled last
year) will become the Frail Elderly program coordinator, spending half-
time in Shared Housing, where the average age of client is 30, and where
40% have major incapacities, 1/4 in outreach and 1/4 time in chore/respi.t
The rat er y oor ina or wt an a case o e o
Risk Coordinator a case load of 280 and the Low Risk Coordinator a case
140
load of 270.
-I
'r
3
IIIC04E OETAIL
AGENCY: Elderly Services Agencl
I t I
3. ;LeiseOfdes & $25�peachwforh50 r $2 000. 141
people, !
-I
ACTUAL
LAST YEA
THIS Y
p40JE
BUDGETED
NEXT
ADMIN.
II& .3
ffik 1i
1. Loc&) funding sources(List below
45,446
47,629
52,272
3,880
7,917
13,710
a, Johnson County
_
150a
1750
17sn
b, City Of Iowa City
7836
28671
8671
2460
3
9210
C. United Way
0581
11,861
5000
1170
d, City of Coralviile
e. JCHD Chore funds
559g
41 q4
4159
—f .
0
AQq
2. State,Federal,Foundations (List)
39,266
44,743
—623--
25,143
250
7890
Elderly Care
a•Herita e r
Title IIIB
b•H.rita
7890
C. CDBG Housing Repair
1481
8000
8000
d. CDBG Shared,Housing
1
3. Contributions/Donations
- a• United Way Designated Giving
2657
1800
2000
b. Other contributions
a. Special events(List below)
3000
Striders Hospice
a . Road Race
b. '
C.
S. Net sales -services
6. Net sales -materials
7. Interest incase
8. Other(List below,including misc.
0
200
13960
&. Miscellaneous
0
200
710 -
b. grants/Frail Elderly
0
0
120002
C. lease fees
0
0
12503
TOTAL INCOME (Show also on page 2.
line lb)
88694
97172
96975
4130
7917
21600
LoUtmi
Notes and comments: 2, Grant applications
are Housing pilot project ends June 30, 1986
submitted to Pioneer Hy -Bred for
3. ;LeiseOfdes & $25�peachwforh50 r $2 000. 141
people, !
-I
AGENCY: Elderly Services Agency
Chore and Shared Home Energy
'UCO'"E DETAIL (Continued) Resnite Housings<nnir Aacict_
3a
/q43
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PROGF.;�%
8
1. Local funding sources(List below)
21,737
2.500
1,835
693
a. Johnson County
1,750
b. City of Iowa City
11,329
1,835
c. United Nay
4,000
2,000
d. City of Coralville
50C
500
e• JCHD Chore Funds
4,15
f. HACAP
693
2. State,Federai,Foundations(List)
9,003
8,000
Elderly Care
a.a.
8,503
b Title III'
500
c. CDBG Housing Repair
8,000
d. CDBG Shared Housin
3. Contributions/Donations
2,000
600
a. United Way Designated Giving
2,000
b. Other contributions
600
4. Special events(List below)
3,000
Striders Hospice
a•Road Race
3,000
b
C.
S. Net sales -services
6. Net sates -materials
7. Interest income
8. Other(List below,including mist.
2,643
10,010
242
1,06
a. miscellaneous
210
500
b. rants frail elderly
2,643
8,550
242
565
C. lease fees
1,250
TOTAL INCOME (Show also an page 2,
line Ib)
35,383
16,110 1
10,077
1,758
Notes and comments: 142
3a
/q43
EXPENDITURE DETAIL
88
AGENCY: Elderly Services Agency
Info & Odtreacl
Referral Advocacy
poor elderly. ey not have extra money t s yea
3. See noteon pale 4a. Increase in salary re ec s 143
a reorganization of service delivery among staff.
/903
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
1
PROGRAMI
2
1. Salaries
61563
65208
66000
2200
5994
174693
2. Employee benefits b taxes
jnAqA 1
1087.1
359
?,n
3. Staff development
4. Professional consultation
5. Publications/Subscriptions
271
275
100
50
6. Dues 6 Memberships
7. Rent
8. Utilities
-
9.- Telephone
2539
2046
1800
9.9
478
1 479
0. Office supplies 6 postage
1. - Equipment purchase R rental
701
800
800
2. Equipment/Office maintenance
3. Printing 8 publicity
1830
600
600
75
75
4. Local transportation
1247
1200
1500
220
5. Insurance
1107
2000
2000
283
283
2.83
6• Audit—
895
925
975
975
7. -Interest
8• -Other (specify):
9Pontra6t lab6r/chorework
r 59802
158
4158
0.
21.
22.
TOTAL EXPENSES (Show also on
page 2,line 2)
88291
96970
98106
4130
7917
21600
1. Includes new retirement plan (401K) at $1263 plus
Notes and comments: $6100 in payroll taxes, and $3071 in health insuranc
and state unemployment.
2. The Health Department gave us extra money at the end
of the fiscal year to provide subsidized chores to
Th did h t this
poor elderly. ey not have extra money t s yea
3. See noteon pale 4a. Increase in salary re ec s 143
a reorganization of service delivery among staff.
/903
EXPENOITUPE OE7AIL (Continueo) AGEUC7: Elderly Services Agency
Chore & Shared Housing Energy
Respite 01]Rino n.,.,.,,_
PROG;W4 PROGRAM
PR
PROGf'�
3 4
8
s 24352 12800
1
benefits & taxes 3951 2371
2
velopment
=Professional
onal consultationions/Subscriptions50
emberships
.. _iesne..478
0,7Renigtj
91
supplies 8 postagent
purchase & rental800pment/Office
maintenance
13. Printing & publicity
210 gp
90
60
14. Local transportation
1280
15 Insurance
585 283
283
0
16._Audit
.
17. Interest
18. Other (specify):
19: ,
20. Housing repair
8000
21. Miscellaneous 200
22.
TOTAL EXPENSES MM 2. ter 2
35949 16110
10642
1758
1. Increased salary under chore/respite and decreased
Notes and comments: salary under shared
housing reflect a reorganization
of service delivery. Clients will be
divided into
three categories of risk with staff time spread
across programs depending on which level of client
need they are
addressing (e.g, frail elderly or hi
risk/high need clients; moderate
need clients and
low risk/low need clients).
4a
a
AGENCY: Elderly Services Agencl
.eta....i..en°. er ..r evr.nae AST YEAR THIS YEAR NEXT YEAR S
�1 SALARIED POSITIONS Kt°v. "'ffln oiiu tr .,. i,°ie °0 r"86
UAL PROJECTED
BUDGET CHANGE
Position Title / Last Name FTE* 187 88
LastI This I Next
Year Year Year
e
LO 11.01 1.0 114196
1563aI I I 0 I
rc-a ames Paid 6
• full -tin eeui,.lmt: 1.0 • Full-time; .5 • Bel/-thw: etc.
RESTRICTED FUNDS (Complete detail, Forms 7 6 8
Restricted by: Restricted for:
Heritage Agency Chore Services 9620
Heritage Agency County Coordinati n
"JCHD Chore fonds low inrnmP Pldarl
14708 ) 14,708 0
8753
Iowa City CDBG Hnttsing Repair
1481
8000
Iowa City CDBG Shared Housing
20474
19600
IN-KIND SUPPORT DETAIL
Master's candidate
Services/Volunteers practicum students
12000
184801
Material Goods ergra ua e s u en
and communit volunte
rs 16087
13140
Space, utilities, etc Iowa City/Johnson
'Count Senior Cent
r 6200
6200
Other: (Please specify)
8753 Oi
-A .0
0
800
0
EM
1®
■
I I I
1.
MSS students hours are calculated at $6 each. Undergraduates and
community volunteers' time is 5 calculated at $4.50 an hour.
145
iffAA
BENEFIT OETAIL
AGENCY: Elderly Services
TAXES AND PERSONNEL BENEFITS
ACTUAL
THIS YEAR
BUDGETED
(List Rates for Next Year)
LAST YEAR PP.OIECTED
NEXT YEAR
TOTAL
7856
10,434
10873
FICA " 7 2.0 x S 66.000
DIRECTOR'S POINTS b RATES STAFF 81
Unemolovment Como. 2.3 S x 548,000
1121
1104
1104
Worker's Camp. % x 5
-0—f5%
390
575
625
matches 50T
9
Vacation Days 20 _ Days
76—
Retirement 401K salary deduction
�-
2
i
` S 68 per mo.: 3inaiv.
Health Ins. '
5
1400
S Pe r np,: family
1486
2726
2839
Disabilit Ins. 1 neraoe x S1/mo
04
104
120
Life Ins. S per month
Other x
,
.
o
%x S
Haw far below the Salary Study Committee's
'recommendation is your director's salary?
"(compared to 1984 minimum recommends iin
q16
- - Sick Leave Policy: Maximum Accrual 240 hours
Months of
Operation During
Year: 12.
12 days per year for years_ Lo
days per year for year= to =
"Hours of Service: 8-4 H -F
Vacation Policy: Maximum Accrual 80 hours
Holidays:
10 days per year for years '£ tt'o 5
13 days per year for year 6+ to
11
days per year.
Work Neek:.. _.
Doesyour staff frequently
work more hours per week
1 than they werebired for?
t Yes No
- _ (except for Director)
DIRECTOR'S POINTS b RATES STAFF 81
j Retirement 6 fMon.
Mlnimur
Health Insurance 12 f_.2J2Mon.
179,
Dimbility Ins. �/g f,_fMon.
y_
Life Insurance SMon.�
Dental Ins. y_ f$/Mon.
9
Vacation Days 20 _ Days
76—
Holidays 11 _ Days
�-
Sick Leave = _ Days
i
POINT TOTAL 63
5
tvk \
How do you compensate for overtime?
time off X none
time and other (specify)
a half pay
6 146
1yo3
'r
LW
,.. I `
r y❑> �
OPTIONAL BUCSET 'OF'!
AGENCY: Incicate N/i
Elderly Services Agency if applicaole,
DETAIL OF RESTRICTED FUtiOS
.(Source Restricted Only --Exclude Board Re<-trictea)
A. Name of Restricted FundHousing Repairs for Low Income/Moderate Income Frail
Elderly
1. Restricted by: Donor: CCN and City Council
2. Source of fund: Community Development Block Grant funds
3. Purpose for which restricted: Repair for homeowners who have major func-
tional impairments, are over n
4. Are investment earnings available for current unrestricted expenses?
_Yes X No If Yes, what amount:
S. Date when restriction became effective: De City Council votes to release
funatds.
6. Oate when restriction expires: DPcemhpr 31. 1986 (for this Fiscal Year)
7. Current balance of this fund: $2,000 (all of this is committed to repairs)
B. Name of Restricted Fund Shared Housing
1. Restricted by: Donor: CCN and City Council
2. Source of fund: Community Development Block Grant Funds
3. Purpose for which restricted: Administration of Shared Housing .Program
4. Are investment earnings available for current unrestricted expenses?
Yes _No If Yes, what amount:
S. Date when restriction became effective: July 1, 1986
6. Date when restriction expires: June 30, 1987
7. Current balance of this fund: $12303
Name of Restricted Fund Heritage Area Agency on Aging .IIIB funds
1. Restricted by: Older Americans Act
2. Source of fund: Federal monies mandated by Congress
3. Purpose for which restricted: County Coordination and provision of infor-
mation and referral services for Heritage
4. Are investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount:
S. Date when restriction became effective: July 1, 1986
6. Data when restriction expires: June 30, 1987
7. Current balance of this fund: $6800
147
7
/01"
0? -:-:NAL 3UDGET Fi]p.,,
AGENCY: Elderly Services Agency inoicate : i
DETAIL OF RESTRICTED FUNDS if applicable)
.(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund Heritage Area Agency on Aging Eldercare funds
1. Restricted by: Donor: Advisory Council to the Heritage Agency
2. Source of fund: O1derAmericans Act Eldercare monies
3. Purpose for which restricted: provision of chore servirac
4. Are investment earnings available for current unrestricted expenses? administration
_Yes XNo If Yes, what amount:
5. Date when restriction became effective: _July 1, 1986
6. Date when restriction expires: June 30 1987
7. Current balance of this fund: .470Op
B. 'Name of Restricted Fund State of Iowa Health De artment Chore funds
1. Restricted by: Johnson County Board of Health
2. Source of fund: TaxTax monies by State law
3. Purpose for which restricted: Provision of chore services to
low-income;
4. Are investment earnings available for current unrestricted expenses?
j _Yes ZJO If Yes, what amount:
!it 5. Date when restriction became effective: July 1, 1986
6. Date when restriction expires: T„ _gn ,auo
7. Current balance of this fund: $1,900
C.. Name of Restricted Fund
I. .Restricted by:
2. Source of fund:
3. Purpose for which restricted:
i
4. Are investment earnings available for current unrestricted expenses?
_Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Data when restriction expires:
7. Current balance of this fund:
7a 148
194,3
REQUEST FOR ADDITIONAL FUNDING - JOHNSON COUNTY
The Johnson County Board of Supervisors has directed that agency requests
for Johnson County funding for FY88 may not exceed the FY87 funding level.
If your agency's needs make additional County support imperative, this
sheet may be used to detail the additional funds requested.
NOTE: All figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions page 23.
AGENCY: Elderly Services Agency
ADDITIONAL FUNDING REQUESTED: S' 6,000 PROGRAM: Outreach /Advocacy &
Respite Care (for frac
EXPENSE CATEGORIES: 1/2 time salary elderly)
We have applied to Pioneer Hi -Bred ($15 000) and Dain Bosworth ($2,000)
for funding. We will as fun ing from the County only if the grant
money is not awarded. We are seeking funding for our Frail Elderly
program for 1987-88. We are losing one staff position this year becaus
thheCDBG pilot project Shared Housing program will end on June 30, 1987.
NA)3t afford to lose a staff member. In the last two years our
AM
client load in Outreach has jumped from 69 to 619 people. In
the Chore/Respite program for the same period of time the number of hours
of service provided has jumped from 17337 to 35886. The Shared Housing
program made 50 matches. The average age of the homeowner was 80, and
40% of the homeowners had major functional impairments. We have approx-
imately 70 very frail elderly clients. 21 of them used 21,000 hours of
respite care last year. We send home visitors to visit them all (we ha
50 volunteers and 2 full-time practicum student/staff), and have office
contact with them daily/weekly. We are asking you for $6,000 to pay for
the additional 1/2 staff in frail elderly outreach/advocacy and respite
care. Weam , will ask the City for $6,000 to continue the Shared Housing
$20,000).
ADDITIONAL FUNDING REQUESTED: $ PROGRAM:
EXPENSE CATEGORIES:
We are reorgahizing our service delivery so that our 583 chore and respi
clients, our 619 outreach /^ate..^�^•,_4g=S, ^"^
n assistance
clients, our 70 homebound, and the rest of the people^weserve will be
divided into groups depending ^n their Level a9 need The�r need will
be assessed on the basis of their ability to perform the activities of
EXaPiLAI�A7I0Ne plus their need for hours of service each week/month. The
E W TIUfl•Frail Elderly program will account for about 70 of these
clients. The Moderate Risk elderly will number about 280 clients and
the Low Risk elderly will number about 270. We feel there is a strong
need to have one staff person supervise and coordinate all of the suppor
services going into a home, especially for the frailer elderly. Without
that kind of coordination we are always working in a crisis situation,
a little unsure of what the other team members are doing (or not doing)
and in the position of reacting to trouble rather than planning to head
it off. The frailer elderly are the people at risk of premature place-
ment in a nursing home without support services -- they use almost
every section of our agency plus the services of at least three other
nn P11 We nppd needs whilp
the rest of us run the programs or a many o e 149
9 /fe3
-I
REQUEST FOR ADDITIONAL FUNDING - IOWA CITY
The Iowa City.City Council has directed that agency requests for Iowa City
funding for FY88 may not exceed the FY87 funding level. If your agency's
needs make additional Iowa City support imperative, this sheet may be used
to detail the additional funds requested.
NOTE: All figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budqet instructions page 23.
AGENCY: Elderly Services Agency
ADDITIONAL FUNDING REQUESTED: E 6000 1 PROGRAM: Shared Housing/Frail
EXPENSE CATEGORIES: 1/2 time salary
The CDBG Shared Housing Pilot Project will end in June of 1987. We
have applied for grants with Pioneer a -Bred and Dain Bos-
worth ($2,000). Only if the applications are denied will we come to
you for funding. We nee o mainta n our salary line. We wil
raise $8000 ourselves, ask the County for $6000 to expand outreach and
Shared Housing program.- We plan to combine the half-time Shared
;PLANATION: Housing position (all we need now that the program is in place
with a half-time Frail Elderly program position. They meld because th
Shared Housing population is made up of frail elderly people. The
average age of the Shared Housing homeowner is 80 years. 40% of these
homeowners have major functional impairments. Our Shared Housing
program had a longer lease -duration time than the Share -A -Home program
in Minneapolis, and we have received a recommendation from the Iowa
City Housing Commission to the City Council that the program be refund
We want to combine the Shared Housing program with the Frail Elderly
program because the number of frail elderly served by our agency has
jumped so dramatically in the last two years. We had 50 matches in th
ou
Al DDITIONAL FUNDING REQUESTED: $ I PROGRAM: '
EXPENSE CATEGORIES:
provided 17,337 hours of chore and respite care; in 1986 we provided
35,886. 21,000 hours of resptCe cure MntrU—ZIveryIra-11 clients.
In 1984 we had 69 outreach clients; in 1986 we had 619. Our Outreach
coordinator has the res raining our 52 vo unteers and
;PLANATIun a/Respite Care coordinator screens and monitors the work done
by chore and respite care workers as well as that done under
the housing repair program. Neither of them has the time to devote the
attention needed to follow the very frail client carefully. These
frail clients use almost all of our services as well as the services of
at least three other agencies. Coordinating their service needs within
the agency is complicated by the need to coordinate service among
the other agencies. We see this request as a natural outcome of the
growth undergone by ESA over the last few years. The growth of the
agency reflects a need in the elderly community for the kind of
services which promote staying in the home as long as possible under
safe conditions. 150
10
IN4 IK;
8F
Agency: Elderly Services Aeency
AGENCY HISTORY
(Using this page only, the
emphasizing Johnson stellingrofeyour purpose and of ygoalour s9ency,
past and current activities and future plans. Please up -date j
annually.)
ESA was founded in July of 1980. Its goal has not changed from that time
until now. The agency helps people 60 years of age and older in Johnson
County .to remain in their own homes as long and as safely
programs have expanded in the last two as Possible. Our
years, We have our three oldest
programs, chore and respite care, outreach and advocacy and information and
referral as well as the newer programs of shared housing and housing repair
for moderate and low income frail elderly. We also house the energy assis-
tance program for the HACAP program during the six months of, the year it is
in effect. The details of each program are set forth briefly below.
t Chore and respite care provides reliable, competent workers to elderly people
at a cost ranging from $2 to $5 an hour (paid for in full by the older person -•
there is no administrative fee). These workers do outside chores (e.g.
lawns, windows, shoveling walks, heavy cleaning) and respite care (e.g.
light housekeeping, helping to the bathroom, reminding about medications,
E providing company; relieving family members of caretaking duties). The
jobs are monitored by ESA and approval of work by the client is kept on file.
Outreach and advocacy in the last two years has evolved a system of assessing
client needs on the basis of what he/she can do and cannot do during the
course of ordinary activities of daily living. Clients are relegated into
three categories of risk, low, moderate and high. Those who are low risk
¢' are contacted once or twice a year to maintain the tie to the agency (any
6 chore work done for them is apart from outreach activities), to inform
P about important programs and to enlist their aid as volunteers. Moderate
[ risk clients are visited monthly by the 50+ volunteers working for the
kkk$ agency. They are also contacted by phone at least bimonthly to keep a
close watch on their capabilities and changes in their environment. High
risk clients are contacted on a daily and weekly basis, depending on their
needs. Advocacy provides a method of solving problems too difficult for
clients to handle alone in a number of dimensions. Food is delivered to
the homebound; people are taken to the grocery store when for some reason
they cannot take the SEATS bus.
Information and Referral answers questions and provides connections to people
and agencies who can help the elderly.
Housing repair assesses the homes of frail elderly and makes sure that the
repairs necessary to keep them safe are performed.
Energy assistance provides very low income elderly with some financial
aid with their winter heating bills.
This year we are reorganizing our service delivery around the levels
of need described under the outreach program. The Chore Coordinator will
be responsible for low-risk clients and organizing the volunteers for seasonal
chores. He will also continue to screen and monitor all workers used by the
agency. The Outreach Coordinator will monitor our higher risk clients,
relegating the frailest to the supervision of the Frail Elderly program
Coordinator. All of us will be able to work in any agency program, and will
work together more closely to make suhlservices are coordinated and all
needs met before a crisis evolves. 151
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
ESA's primary purpose is to keep elderly people from being
sent to a nursing home before they need to be there, by
providing a safe environment for them in their own homes.
The provision of a safe environment allows them to remain
at home when they reach the point where it is difficult for
them to perform the necessary tasks alone.
B. Program Name(s) with a Brief Description of each: We go at that puroose
by helping elderly people maintain themselvesat home through the chore and
respite as well as the housing repair program. We keep them linked to the outside
world through the outreach program (visiting them regularly at home and on the
telephone) and help them solve problems with which they are having difficulty
through our advocacy efforts. Information and referral helps the elderly and
their families find the kinds of services and the answers to questions they need
to know about in order to keep their lives in
good
companionship to the more homebound, dependent elderlyeas wellShared
neededgincomedes
so that they can maintain their homes. Energy assistance brings us in contact
with the -poorest elderly (and thus alerts us to their needs) as well as giving
them help with the forms they nee¢ to fill out for financial aid with heating bill
C. Tell us what you need funding for.
lose one This year we need funding to maintain our present level of service. We stand to
e our shred housnilot roect
expired; WePhaveshad such ition cansenormousaincreaseiin numberpOfjclientsdthatvwe have
reorganized our patterns of service delivery aroundclient need, and we must
have the staff level and material support we have no
(MSW t' n students) and our many volunteers, iw, plus our two "free" sti
our clienlientssneeds: n order to begin to serve
D. Management:
1.. Does each professional staff person have a written job description:
Yes --- X_ No
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By whom? personnel Commitee and
E. Finances: a ent re.Board of Directors
1. Are there fees for any of your services?
Yes X No
der
In FY 88 )we will begin chargiingueachchomeowner and tenant who sign a
lease $25 to help defray some of the costs of the shared housing
program. We charge no other fees.
b) Are they flat sliding --L—?
If the shared housing homeowner has an income of below $400 a month,
we will make up the $25 fee through charitable donations. 152 2
P-2
�YF\ 19e3
c) -Please discuss your agency's fund raising efforts, if a
ppi
In FY '87, as part of the Iowa City Hospice Road Races, we contacted
friends and acquaintances of our Board and staff to ask that they
support our Frail Elderly program by pledging money on one of the
agency runners. This is our only fundraising event. We will do the
same thing next year for the 1988 fiscal year.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter"
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
1, Now many residents oUnits of Service 24
f Johnson Count
Coralville) did your agency serve during Your
Iowa City and
budget vear7 9 Your last completed
a) Duplipated Count 17552
52 Year: 1985-86
b) Unduplicated Count** Chore/Respite Outreach
2021 (583) (619) Energy Repair
Cheese I&R (222) (5)
2• How many residents of Iowa Cit (341) (300) Shared Housing
^ your last completed budget y did your agency (sur
' g year? g Y serve during .
a) Duplicated Count 13082
b) Unduplicated Count 569 + 209
3• How many residents of Coralville didcheese) & 240 (I & R)
Your last completed budget year? your agency serve during
a) Duplicated Count 1962
b) Unduplicated Count
71 + 41 (cheese) and 36 (I & R)
4• How many units of service did
County residents last Your agency provide to Johnson
be separated b Year?
Y program to be meaningful Our numbers have to
Of work done in the homes of the elderly were 35 886,
adv�cacZ telephone visits Respite Care hours
contacts numbered 5 g85 home visits, grocery tr utreach and
owners &"tenants Shared Housin Ps, and a vocacy
We distributed foodJ�t�p ynugVeTageb—ehProgramiandr26ematches,ws with home -
921 home elfveries were made b People a month or 4097 for•the
funds for Housin Re airs y volunteers, We were finishingYear'
we worked in onl for the frail elderly from the up the
for the Ener y five omes, spending $1948. We signed year before, so
Energy Assistance program through HACAP, g UP 221 People
"Please accept this figure for the composite that it is.
found a way to separate clients from each program into oneSA has not
unduplicated
count. It is more meaningful to tell you that we do know that
for the shared Housing, Outreach and Chore & Respit—Care
we had an unduplicated count of 569 clients from Iowa Cit v
60-74 and 297 75+ Programs72 ,
. , areas (26 vs. 27))' 71 from Coralville (40 vs. 31) & 53 from -rural
twe153
91
6. In what ways are you planning for the needs of your service
Population in the next 5 years?
Our Long Range Goals Subcommittee of the Board of Directors meets once
a year to set up the goals and objectives not only for the coming fiscal
Year but for two years beyond that (called "three year objectives"),
Last year they decided to expand the publicity program of the agency to
include monthly, systematized releases and speeches, picking relevant
sections of the agency for emphasis and gradually covering the entire
agency for one year. They also decided to phase Shared Housing into the
Outreach program (and you will see this in the request as the "Frail
Elderly Program"), to apply for q
's salary
and related costs, to intensify grants
entrainingvof volunteers a staffrand recruitment
of practicum students, to find new storage space for agency equipment in
the county and to focus on preparing families to be primary caretakers.
7. Please discuss any other problems or factors relevant to
Your agency's programs, funding or service delivery.
Our biggest problem in the immediate future is finding new funding for
the Shared Housing and Frail Elderly programs. After that comes the
problem of dealing with the number of clients we have in chore/respite
care and outreach/advocacy. We are beginning to focus on higher-level
staff training needs, and ways of organizing work which are more efficient
than the series of programs into which clients are shuttled at the
present time. We also recognize the need for some form of financial help
to low-income elderly people when they have to have respite care (for
example when they come out of the hospital.) At present there is no help
available
B. list complaints about your services of which you are aware.
We have had complaints that our respite care workers charge too much mon',
for the work they do (respite care is expensive, no matter how much lower
our prices are than any other agency's). We had a complaint about a
housing repair job we did -- the roof still leaked. We arranged for the
job to be completely redone, taking off the section of roof up to the
joint, and replacing the work done before. We have complaints when we
run out of food on "cheese day," We have written to HACAP about these
complaints and are now receiving more food.
9. Do'you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
We have had to turn away people who wanted respite care at 4:00 on
Friday afternoon for the weekend. We refer them to Care Resources.
We also turn away people who need 24 hour care because it is beyond
our ability to provide it consistently; however, if the need is very
short-term, we will set it up if we can.
Howmanypeople are currently on your waiting list?
none
10. In what way are your agency's services publicized?
The director speaks to public service organizations either on behalf of
aboutESA or the marathon dS
e Shared Housing
Coordinator speaksregularlyatcivic gand th
social organizations. We have
four agency brochures advertising (1) services for the more dependent
elderly provided by 21 agencies (2) Chore and Respite care (3) all ESA
services and (4) Shared Housing. This year wd will put one out about
the Frail Elderly program. We p.4distribute these in all public 154
places appropriate to the task. We speak on the radio, advertise on
cable, put news in the Press Citizen once a week, and in the Senior Center
Post.
-I
Z)
ELDERLY SERVICES AGENCY
Goals and Objectives for 1987-1988 October 9, 1986
Programs: Information and Referral, Outreach (with the new program
called the Frail Elderly program) and Advocacy, Chore
and Respite Care, Shared Housing, Housing Repair for
Low/Moderate Income Frail Elderly and Energy Assistance
Purpose: Elderly Services' programs work to keep people over 60
in Johnson County in their own homes for as long as
possible, thus avoiding premature placement in a
nursing home.
I. ,INFORMATION AND REFERRAL
Goal of the program: To serve as a central point for the dissem-
ination of information about available
services for the elderly in Johnson County
and to refer clients to the proper service
providers so that their needs will be met
Objective A: To maintain a comprehensive, up-to-date information
_. system available to staff and volunteers with
easily understood answers to'the 6,500 inquiries
we expect to receive in 1987-88.
Task 1 Bring all current files up to date and conduct an ongoing
survey of needs for information in previously unexplored
areas. Put key information on red tag cards easily visible
to volunteers using agency resources on a part-time basis.
Task 2 Maintain supplies of the Johnson County Elderly Services
Index, which is geared to meet the needs of the more
dependent, homebound elderly,person, as well as the
comprehensive index put together by the Senior Center
staff and distributed in October.
Task 3 Revise annually the Elderly Services Index referred to
in Task 2, including appropriate new services, and
updated information from all agencies listed in the guide.
Task 4 Organize all information circulated by Elderly Services to
advertise resources for the elderly relevant to their remaining
in their own homes so that there is a yearly schedule for
releases to go to the Senior Center Post, to be put on
dablevision, in the Press Citizen {Meekly Calendar, on local
radio and television stations and to be advertised by posters
on the City buses.
Task 5 Contact all the small towns in Johnson County to nuke sure
that we have the proper addresses for local newspapers, so
J that we can circulate the material referred to in Task 4 to
areas covered by newspapers such as the Solon Economist,
the Clear Creek Leader, the Coralville, Lone Tree & Kalona 155
papers.
�u % l 1903
2
Objective B:
Act as a referral agent for resources available rn
throughout the County and the State, making 270
referrals for the year.
Task 1
Initiate referrals for elderly people as necessary, checking
with then after the referral is nude to see that services
have been delivered as needed.
Task 2
Document information and referral activities on a daily,
monthly, quarterly and annual basis.
Task 3
Act as County Coordinator for the Heritage Agency on Aging
Information and Referral and Outreach and Advocacy programs.
Task 4
Keep records on each client applying to the agency in
each and every program so that we can satisfy the State
requirements for client counts on the number of low-income
elderly, those who are functionally impaired, those who
belong to minority groups, and of those who are minority
group menbers, the number who are also low-income, and
those who ,are over 75. Keeping these records will involve
stamping every form the agency uses and cross-checking
programs at the end of the month to make sure that appropriate
information for each client is recorded on the Agency's new
central client file (known in the office as the Outreach
Roll-a-Dex File).
Task 5
Keep records on information and services requested so that
an assessment can be made annually for the Senior Center
about unmet needs in the community.
Task 6
Use the facilities of the Midwest Information and Referral
Services Agency (MIRSA) for information requested by clients
on services in other cities and states, providing the client
with the information after a staff member has checked to see
that it is valid. .
Task 7
Maintain contact with all possible sources of information in
the community to make sure that our knowledge of new programs
is up-to-date (e.g. the College of Nursing, the Public Library,
School of Social Work, other agencies).
II. OUTREACH AND
ADVOCACY PROGRAM
Goal.of the
program: To find elderly people who need services,
establish relationships of trust with them
and provide personal attention to specific
problems they may have as they arise over
time
Objective A: Maintain the telephone outreach program,
aiming to reach 30 of the frailest elderly
a week, 153 high risk, high need elderly
once a month, 167 every three to six months
156
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3
Task 6 Have practicum students contact the high risk/high need and
moderate risk clients to determine unmet needs and referrals
that should be made.
Task 7 Identify 50-70 of the frailest clients and assign their
cases to the Frail Elderly program coordinator so that
they can receive special attention vis-a-vis coordination
of services, advocacy and avoidance of crises.
Task 9 Keep information on all clients subject to the new agency
procedures on confidentiality. Educate all volunteers and
staff each semester on the restrictions of the privacy act
and the conditions under which information can be shared.
Task 9 Have Frail Elderly program coordinator supervise practicum
student intervention in cases assigned to her jurisdiction,
said supervision including home visits, applications of
assessment questionnaires, telephone visits and utilization
of other services in the network. The Frail Elderly
Coordinator will work closely with the Outreach Coordinator. 157
and 269 every six months to one year. Included
in these numbers will be 216 new clients not served
before'July 1, 1987.
lhsk 1
Integrate all clients from the other programs at ESA into
the Outreach program.
Task 2
Using the new Functional Asessment form (based on the
client's competence in the activities of daily living and
the number of hours of service required each week), assign
each client to one of three categories:
Low Fisk:14 hours of ,service or less required + a score
of no higher than 21 on the functional assessment
j
Moderate Fisk: 15 to 34 hours of service required + a score of
at least 22 on the functional. assessment
High Risk: 35 hours of service required + a score of at least
24 or above on the functional assessment
Task 3
Contact other service providers serving the elderly in their
homes to tell then about our new levels of service delivery
and to encourage their referrals.
Task 4
Establish categories of information to be given to each of the
three risk levels so that volunteers can circulate relevant
information when they visit the elderly by telephone or on
home visits.
Task 5
Have staff visit the frailest elderly to make a complete
assessment (using the Johnson County Community Case Management
Questionnaire) to determine unmet needs and referrals that
should be made.
Task 6 Have practicum students contact the high risk/high need and
moderate risk clients to determine unmet needs and referrals
that should be made.
Task 7 Identify 50-70 of the frailest clients and assign their
cases to the Frail Elderly program coordinator so that
they can receive special attention vis-a-vis coordination
of services, advocacy and avoidance of crises.
Task 9 Keep information on all clients subject to the new agency
procedures on confidentiality. Educate all volunteers and
staff each semester on the restrictions of the privacy act
and the conditions under which information can be shared.
Task 9 Have Frail Elderly program coordinator supervise practicum
student intervention in cases assigned to her jurisdiction,
said supervision including home visits, applications of
assessment questionnaires, telephone visits and utilization
of other services in the network. The Frail Elderly
Coordinator will work closely with the Outreach Coordinator. 157
irI
4
Task SO fold monthly staff meetings (in addition to the ones held r
each week) on the topic of reorganization of services into
three service delivery programs (low risk, moderate risk,
high risk/high need) to work through the problems associated
with the changeover from a program -by -program (e.g. chore/
respite, shared housing, outreach/advocacy, etc.) approach.
Task 11 Outreach coordinator will recruit volunteers to make five
telephone calls each day to high and moderate risk clients.
Task 12 Outreach coordinator will evaluate the effectiveness of the
telephone outreach program by randomly selecting clients
with whom to visit to see if information collected by
volunteers matches the client's reality.
Objective B: Recruit, train and supervise 52 community and
student volunteers to make 52 visits each month
from September until May; recruit train and super-
vise 30 community and student volunteers to make
visits each month to 30 elderly during the months
of June, July and August.
Task 1
Supervise and evaluate student and commmity volunteer
performance by requiring written narratives of each home
visit, assessments, and written and oral reports to the
agency as requested by the Outreach Coordinator.
Task 2
Hold meetings with UI faculty who act as student advisers at
least twice each semester to insure that mutually agreed upon
goals and objectives are being met.
Task 3
Develop training materials for volunteers and rake these
materials available as needed.
Task 4
Work with the Aging Studies Coordinator on the grant to
identify the rural elderly using Aging Studies students.
Task 5
Hold six in-service training sessions a year using resources
of other agencies (es well as our own) to provide instruction
on coamn problems of the elderly (e.g. physical changes with
aging; depression, anxiety, paranoia and dependency in the
outreach client; available programs for the elderly; stroke,
Alzheimer's and Parkinson's diseases and client/familial
adaptation thereto; proper role of the helper in a service agency)
Task 6
Elicit volunteers' perceptions of the visitation programs
in monthly conferences on their involvement with FSA and
its clients.
Objective
C: Coordinate the surplus commodities and Second
Harvest programs for the Hawkeye Area Community
Action Program in Johnson County
Task 1
Recruit between 16 and 22 volunteers each month to work
65 hours delivering food to 76 homebound/isolated elderly, 158
5
three Senior housing sites in the City, and to 130+
people who cane to the Senior Center to pick it up
(a total of between 300 and 400 people receive food
through ESA each month).
Task 2
Supervise the distribution of the average 2,500 pounds
of food delivered to ESA each month. Make sure that
the food is adequate in amount to meet the needs of
low-income elderly who depend upon it.
Objective
D Find volunteers to give elderly people, who
cannot use the SEATS bus,rides to the
grocery store in the winter months
Task.1
Advertise the need for volunteers with cars to
drive elderly to the store in the fall
Task 2
Recruit five volunteers who are willing to serve for
a month as drivers to grocery stores
" Objective E Update advertising brochures annually
Task 1
Distribute E3A brochures to rural congregate meal sites
and through the Home -Delivered Meals program
Task 2
Place ESA brochures in the Public Library, hospitals,
nursing hares, apartment houses for the elderly and
send by mail to I & R clients inquiring about services
in the County
Task 3
Contact the Johnson Canty Farm Bureau waren Auxiliary
to ask if they will continue to help us identify elderly
people in rural areas who are in need of services provided
in.the County.
Task 4
Contact service, civic and social organization about
speaking to their members on services available to the
elderly
III. CHORE AND RESPITE CARE PROGRAM
Goal of the program:
to help the elderly maintain their own homes
j
and to provide relief for families and respite
care for elderly people when they become
partially dependent on others
Objective A:
To coordinate chore and respite care services for
583 people over 60 in Johnson County in 1987-1988.
Task 1
Identify the frailest elderly asking for chore and respite
!
care and refer to the Frail Elderly program coordinator
'
for monitoring in all agency programs
Task 2
Work with the Frail Elderly program coordinator to train that
staff person in the selection of coapetent, professional
159
G
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respite care providers; in the methods used to keep adequate
records on clients in this program; how to keep adequate
records on which cases workers are assigned to, and how
to monitor clients with the highest level of demand for
services.
Task 3 Work with the Outreach Coordinator to make sure that all
new clients to the Chore and Respite Program are placed on
Outreach rolls each month.
Task 4 Seek subsidization from Johnson County Health Department through
Hamenaker Health Aide/Chore Services funds available from the
State of Iowa to care for very low-income elderly. Cover the
needs of 30 very low income elderly primarily in the winter
months (because that is the most dangerous time) and secondarily
in the summer to make sure that their grass is cut:
Task 5 Recruit volunteers to perform fall and spring household chores
(e.g. raking leaves, cleaning gutters, taking down and putting
up storm windows).
Task 6 Maintain daily, monthly, quarterly and annual records on services
provided to clients in compliance with the State Department of
Health regulations and with ESA data -gathering requirements.
Task 7 Advertise the program in the Senior Center Post, on Cablevision„
in the Press Citizen Weekly Calendar, on local television
stations and on the radio.
Task 8 Call randomly selected clients monthly to evaluate services
performed by choreworkers, aiming at 20 calls a month.
Objective B: Advertise for chore, respite care and housing repair
workers for 2,500 jobs and the delivery of 36,000
service hours
I Task 1 Advertise, interview, recruit, train as needed and monitor
f 200 respite care workers during the year, selecting a core
j of especially good workers for the Frail Elderly Coordinator
j and referring these workers as needed.
Task 2 Advertise, interview, recruit and evaluate 425 choreworkers
through the year to to household chores at rates between
i$2.25 and $5 an hour
Task 3 Recruit a core of 10 to 15 trained contractors to provide
skilled labor at reasonable cost for the Housing Repair
program, working closely with Pam Barnes in the Housing
Rehabilitation Program and Mary Nugent in the City of Iowa
City Planning and Programming Department.
Task 4 Keep up-to-date files on workers, noting complaints and
ccmpliments they have received from clients and for whom
they have worked as well as the dates of their last employment
160
7
Objective C Recruit 100 volunteers each fall and spring to
perform seasonal chores for low-income elderly
Task 1 'Advertise need for volunteers at UI social and service groups,
City civic and social organizations and churches
Task 2 Assign practicum students the responsibility of contacting
clients and organizing the spring and fall cleanup sessions
IV. SHARED HOUSING/FRAIL ELDERLY PROGRAM
Goal of the program: to provide elderly homeowners with living
companions who will perform services in
exchange for low rent, or rental income
alone, and to coordinate the support services.
for frail elderly clients in all agency programs i
Objective A To recruit at least twenty-four elderly homeowners
interested in sharing their homes at a low rent
either in exchange for services or for the rental
income alone -- targeting the frail elderly especially
Task 1 Advertise the program: place articles in the Senior Center
Post, on radio stations, on television, in the Iowa City
Press Citizen and the small newspapers in towns in Johnson
County.
Task 2 Contact human services organizations/agencies to tell them
about the new emphasis of the program on the needs of the
frail elderly clients we may have in connon
Task 3 Rewrite the job description, working with the Director and
the staff to define precisely levels of responsibility
Task 4 Distribute information about the program to our own clients
through home and telephone visits and by mailing new brochures
to clients interested in knowing more about the program and
to people new to the conmanity/agency.
Task 5 Revise the Shared Housing brochure to include the Frail Elderly
program emphasis
Task 6 Integrate the information requirements of other programs
in the agency (e.g. housing repair) into the interview
schedule filled out by the client on the home visit.
Objective B To recruit seventy-five prospective tenants
Task 1 Distribute program information at University outlets, e.g.
writing letters to student organizations, contact Financial Aids,
the Housing Clearinghouse and Residence Services.
Task 2 Speak to UI classes about the program
Task 3 Educate the public about the needs of the frail elderly
when recruiting prospective tenants 161
8
Task 3
Advertise through local news media (e.g. televition r^
stations, Daily Iowan, Press Citizen, radio stations)
Objective C:
Screen and match homeowners and tenants
Task 1
Send program information to people making inquiries;
process application forms (police check, reference checks,
health evaluation from physician and self-assessment form)
Task 2
Conduct interviews with homeowners and tenants, presenting
the range of matching possibilities
Task 3
Inspect home for safety hazards and refer necessary repairs
to Housing Repair program or to City Rehabilitation program
as appropriate
Task 4
Conduct interviews with prospective tenant and homeowner to
make sure that expectations are clearly specified and living
arrangements understood
Task 5
Set u 30 -da trail
P Y period living arrangement. If the trial
does not result in the signing of a lease, find out why.
Task 6
If a lease is signed, establish telephone relationship with
both homeowner and tenant to check on status of the match
as is necessary.
Task 7 Talk to tenant about living conditions in the home to see if `I
any needed services have been overlooked'in the interview, or
if conditions have changed requiring new support services.
Task 8 At the end of the lease, meet with the tenant and homeowner
to renew contract if requested and to evaluate the success
of the living arrangement in any case.
Objective D: Work with practicum students so that they are trained
to act as support staff to the program as they are
needed
Task 1 Coordinate training needs with the Outreach coordinator's
volunteer training plans and assist her with the design of
program.
Task 2 Speak to Aging Studies, Social Work, Physician's Assistant,
College of Nursing, Counselor Education and other interested
student groups about the program.
Task 3 Train practicum students in the development of special projects:
e.g. grant writing, slide shows, public relations
Task 4 Train practicum students in the application of relevant
instruments to ESA client population (e.g. assessment forms)
162
yrs,` l 9 e .3
J
E
1 Objective
E Coordinate support services for 50 - 70 of the
frailest high risk/high need clients
Task 1
Set up special files on clients referred by the Outreach
and Chore and Respite Coordinators. If client agrees to
sign a release of information form, contact other human
service agencies to find out what other services are
being provided, and the time schedule for their provision.
Task 2
Work with Outreach Coordinator to assist in the supervision
and evaluation of practicum student performance with
frail elderly clients, assessing written status reports on each
home visit and phone call, conduct of formal assessments,
and written and oral reports to agency as requested
Task 3
Share information on high risk/high need program clients
with other Coordinators at FSA in staff meetings held to
design efficient service delivery and make referrals as
necessary to other agencies
Task 4
Buttress live-in and familial support for elderly person
with chore and respite care workers and volunteer visitors
Task 5
Make sure families of elderly person understand the
range of services available in the community, and the
• provision of assistance from live-in help and volunteers
Task 6
Call meetings of* the' inter -agency Case Management and
Assessment team to coordinate services when three or
more agencies are involved in the same case
Task 7
Speak to Comnittee on Community Needs, Task Force, Council
of Elders, and other interested community groups on the
Shared Housing/Frail Elderly program and its role as
a centralized management system for frail elderly clients
Objective
F Raise $20,000 to support the Frail Elderly/Shared
Housing program
Task 1
Apply for grants to support $12000 - $15000 of the Frail Elderly/
Shared Housing program costs.
Task 2
Conduct an annual fund-raising drive to raise $3000 to $5000
through the event(s) sanctioned by United Way and the ESA
Board of Directors
V. HOUSING REPAIR
PROGRAM
Goal of the
program: to provide low-cost, reliable help for
making repairs necessary to the safety
of low and moderate income frail elderly over
60 who live within the City limits of
Iowa City and who do not fall within
.%
the guidelines of the City's Rehabilitation
program
163
10
Objective A Identify 30 low/moderate income frail elderly
living in housing needing repairs which threaten
to jeopardize their safety
Task 1 Identify elderly people over 60 with major functional
impairments living in their own homes by advertising the
program, commmicating with other agencies, and examining
our own client lists
Task 2 Identify competent, reliable workmen (of low and moderate
income where possible)'who will make lav -cost repairs of
good quality. Contact Pam Barnes for referrals of the
names of good workmen. Advertise, interview, assess and
check references on all applicants for contracting jobs.
Task 3 Keep records on necessary materials needed for repair, having
prospective contractors submit competitive bids with price
lists for materials appended.Obtain repair materials at
reduced costs when possible.
Task 4 Fbllow-up on all repairs promptly to make sure that they
are properly done. Work closely with Mary Nugent in the City
of Iowa City Planning and Programming Department for assessment
techniques/requirements.
Task 5 File monthly reports with the CDBG staff and reports as requested
with the Committee on Community Needs on how monies allocated
to the program are being spent and what the characteristics
are of the population being served
VI. ENERGY ASSISTANCE AND WEATHERIZATION PROGRAM
Goal of the program: Provide partial payment of winter heating bills
and home weatherization to low-income elderly
homeowners and renters in Johnson County so
that they are able to maintain a healthy living
environment during the Iowa winter without
sacrificing other needed services
Objective A
Assist 230 elderly people to apply for energy assis-
tance and weatherization through the HACAP program
Task 1
Maintain up-to-date files of elderly who have previously
applied to the program.
Task 2
Contact previous recipients of energy assistance funds for
reapplication to the program
Task 3
Make 20 home visits to assist homebound elderly apply for
the programs
Trask 4
Publicize the program through the Senior Center lost, Congregate
Meal sites, utility bill "stuffers" etc.
164
11
Objective B Promote awareness of energy conservation and energy
programs designed to aid the elderly
Task 1 Speak to com=ity groups about energy conservation and
HACAP energy programs
Task 2 Place articles in the Senior Center Post and at Congregate
Ileal sites
Objective C Provide coordination of services between HACAP
[ and Elderly Services
i
Task 1 HACAP staff person stationed in ESA offices will coordinate
is outreach activities in Johnson County with the ESA program
+ coordinators and will provide assistance to other staff in
the office especially concerning the energy assistance
program
Task 2 HACAP
staassistance applicantsperson will inform all
and weatherizatio progra saboutenergy
ESA programs
6C Task 3 Literature will be made available on ESA programs to all
h Energy Assistance and Weatherization program applicants
Task 4 bbeefna�to of
other heast 25 pumanc service organizatis to HACAP ons in 11
Johnson County,
as appropriate.
Resources needed to accomplish agency Program objectives:
1. Four full-time paid staff people plus a part-time HACAP worker stationed in ESA's
office (but paid by HACAP) for six months of the year.
2. Two full-trstudents(andaidcenTm nitYrvolunteerstwhomts willndoateiatdleastr6,0000
(undergraduate)
hours of service annually.
3. the telephone lines Respite Coordinator,shared
the Outrreach Coordinator,enior Center and nand Shared Housing/Energy
the Chore and Resp
Assistance.and storage; monies for housing repair materials & workers.
4. Supplies for the chore programand money to pay for advertising programs.
5. Office supplies for all ncefor, the MSWs' professional liability coverage,
6. General liability insurance far the comagepensation and coverage for volunteers
4 insurance for the van, van, mrkmens
director's
7 Parking spaces for the van, the director's car and the chore/respite coordinator's
car.
S. Space in the Senior Center to hold volunteer/worker training sessions and Case
Management and Assessment meetings.
g. Monies for maintenance of the agency van, bus passes for the practicum students and
the Outreach coordinator to make home visits.
10. Funding for the required audit and income tax reports.
11. Funding frau HACAP to cover part-time staff for Energy ,Issistance/Weatherization program
and associated costs. 165
'J
/903
i
166
9e3
12
Cost of the progrdm (not including
administration)
FY 85-86 actual:
I & R Outreach/Advocacy
Chore/Respite
Shared Housing
Housing Repair
11,000 13,616
30,702
25,000
1,773
FY 86-87 projected
7,596 16,308
31,839
24,599
10,640
FY 87-88 projected
7,917 21,600
35,949 _
16,110
10,642
Energy Assistance
FY 86-87 projected 1,798
FY 87-88 projected 1,758
166
9e3
■
HUMAN SERVICE AGENCY BUDGET FORM DIRECTOR: Ken Bancroft
CITY OF CORALVILLE
AGENCY NAME: Emergencv Housing Project
ADDRESS: 331 N. Gilbert St.
JOHNSON COUNTY ' CITY OF IOWA CITY PHONE: 351-0336
UNITED WAY OF JOHNSON COUNTY COMPLETED BY: Marilyn Holland
APPROVED BY 80ARD:
-(authorized signature)
CHECK YOUR AGENCY'S BUDGET YEAR on 10-17-86
date
1/1/87 - 12/31/87 v
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
I
I
COVER PAGE'
_ Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
The Emergency Housing Project provides temporary shelter and food to those
— persons -in Johnson County who cannot provide it for themselves
t
Local Funding Summary:
4/1/85 -
4/1/86 - '
4/1/87'-
3/31/86
3/31/87
3/31/88
United Way of Johnson County d`ef n0C 1nclue
dnaed igngiving
5
5
$ a
I
City of Iowa City
FY 86 FY 87 FY 88
5 I 5 I S/
Johnson County SEEEeBBUDGET S S S
O
{' LCity of Coralville I S 15 S
167
1
AGEr,c;: aw A0-
Enter your Agency's Budget Year
AC -.UAL
LAST YEAR
THIS YEAR
PP.OIECTED
BUDGETED
NEXT YEAR
1. TOTAL OPERATING BUDGET (Total a + b)
!.
a. Carryover Balance on.,.w c.iwiLt�
Z
3 r
j
b. Income (Cash)
2. TOTAL EXPENDITURES (Total a + b)
Z:
-
a. Administration
b. Program Total (List programs below)
20
3
3. ENDING BALANCE (Subtract 1 - 2)
G
4. IN-KIND SUPPORT (Total from Pace 5)
q000
S. NON-CASH ASSETS
Q D O O
m 000l/.ry
00C
Notes and comments:
I
Cv.tIt%
1903
INCOME DFAIL
LA
1. Msaurc..e,,sL(LiSting saurces(List below
County belIowa City re.ayCoralville.0 rik ju: I Imo. dry.
2. SI
a.
ons(List)
i
d.
3. Contributions/Donations
a. United Way Designated Givir
jll J b. Other contributions
4. Special events(List below)
I.C. Striders Hospice
a•Road Race
b.
C. .
i
6 .Net sales -services
t6. Net sales -materials
G 7. Interest income
8. Other(List below including misc.
a. •�etet
c.
TOTAL INCOME (Shaw also on page 2,
line lb)
_ Notes and comments:
i
J �
AGENCY:
THIS YEAR BUDGETED ADM1:1. PRGGRhM l FR
C6RA:1
D00JECTF UPYT vcr
J
3 169
/qd.3
EXPENDITURE OE -SIL
AGENCY:
4
l 9a 3
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
1
PROGRAM
2 y ,
1. Salaries
t(415-000
O
O
2. Emoloyee benefits b taxes
G 3
3. Staff development
0
d
6
4. Professional consultation
(2
O
S. Publications/Subscriptions
0D
6. Dues & Memberships
10
D
Q
Q
7. Rent
d
Q
8. Utilities
OL)
41400
9. Telephone
A
406
40
D. Office supplies b postage
Q
1. Equipment purchase 6 rental
01
0
2. Equipment/Office maintenance
13. Printing b publicity
eyl
4. Local transportation
6. Insurance
aY
0
1 SO
O O
6• Audit
Q
7. Interest
0
Q
Q
8• Other (specify): ra
O
9• „
00
00
00
D. d
36
00 0000
2I. _
p
00
�SDa
22. cL .s
00
X 0 0
0 0
TOTAL EXPENSES page 2aline 2)
/ 0
,5 6 3
33,413
Notes and comments:
=v. lGPnd; Frsc- room �,v�d.�r<< hodrd a,.re�
�rou;ded +0 t-1�� ag�N�y drra�for�
170•••-,
4
l 9a 3
f
e�
Total Salaries Paid I I I/G-.1/ Jsr
• Ful l•tlw wulvJ enc: 1.0 • Full-clr:.5 . WV-tiw: uc. Ab
RESTRICTED FUNDS (Complete detail,Fotms 7 8 8)
Restricted by: Restricted for:
'MATCHING GRANTS
Grantor/Matched by:
t
IN-KIND SUPPORT DETAIL
Services/Volunteers
Material Goods
Space; utilities, etc.
Other: (Please specify)
E
o l4 fn en
i
Atucn ewl"Attdn Of any difference
SALARIED POSITIONS acc al "e'lcol• wd
LAST YEAR , THIS YEAR NEXT YEAR ,
ACTUAL
salarypaid`Y
PROJECTED BUDGET CHANGE
^,
Position Title / Last Name FTE*
��
Last I This I Next
Year Year Year
�
3 f! 3 oa o00
U
_
o o / -� G G17 _.
Total Salaries Paid I I I/G-.1/ Jsr
• Ful l•tlw wulvJ enc: 1.0 • Full-clr:.5 . WV-tiw: uc. Ab
RESTRICTED FUNDS (Complete detail,Fotms 7 8 8)
Restricted by: Restricted for:
'MATCHING GRANTS
Grantor/Matched by:
t
IN-KIND SUPPORT DETAIL
Services/Volunteers
Material Goods
Space; utilities, etc.
Other: (Please specify)
E
o l4 fn en
i
BE?!EF?T DETAIL
TAXES AND PERSONNEL BENEFITS
(List Rates for Next
Year)
TOTAL
moo
lovment Como.-
a x S/ZODU
's Como.
% S
x
ment
r S
N
Ins.
RR
x
567P er mo.: Iln°iv.
oer mo.: family
lity Ins.
r+ S
x
ns.per
month
I
r
% X
% x S
How far below the Salary Study Committee's
- recommendation is your director's salary?
PVacation
icy: Maximum Accrual hour:
s per year for years Lo
s per year for year to
y: Maximum AccrualdL�lp hours
s per year for years _ to
per year for year _ to
Work Week:
- Does your staff frequently
work more hours per week
than they were hired for?
11Yes _� No
re� for SPM.
AGv;CY: Eters
PO4sin9 P -r
ACTUAL •THIS YEAR
BUDGETED
NSA i✓jA
Months of Operation During Year:
N r of Service:
;�.�
Holidays:
_Q days per year.
How do you compensate for overtime?
time off �_ none
time and other (specify)
a half pay
Minimum Maximum 11.1 encs:
[Retirement SfMon�c F-a,�dalth Insurances /Man. bad�rou l.d }o �-ke-
sability Ins. _S_/Mon.
e Insurance S /Mon.�Far.tal Ins.
L
Mon.ation Days Days 'k * N o idaysDays rYl i �a.�-, o V\
k Leave Days PoLic.y r — Maui
POINT TOTAL Q
6 172
Agency: Emergency Housing Project
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and -goals,
past and current activities and future plans. Please up -date
annually.)
The ERP has now been operational since September 1984 as a place that
provides food and shelter on a temporary basis to those who find themselves _.{.'.
in need of our services in Johnson County. II _
i
The project is governed by a volunteer board. Each of the supporting is
churches appoint one member to the board. The board formulates policy I.
and accompanying rules that govern the housing and feeding of people in
emergency situations who would benefit from short-term shelter. They are
guided by the tenets of hsopitality, or the creation of an inviting, {
open atmosphere where change in people's lives may occur with minimum
intervention from the host.
,
This past ,year has seen a change in the agency director of the project. �
f The first director resigned in June and a new director was appointed on
July 1, 1986.
There have been a few structural changes in the house during 1986. I.
A renovation of the sewer from the street into the house is beginning
this Fall in an attempt to correct a serious plumbing problem in the house. i.,..
Also, outdated and degenerating kitchen sink units are being replaced
with acceptable replacements. This work is going to be funded by funds
from Community Block Grant money. We do not forsee any major renovation
or repairs being needed in 1987. - ...
i
During the first nine months of 1986 the EHP has ser4ed approximately
624 guests for a total of 2700 nights staved. -
i.
j
I
I
i
i
P-1
173
/940.3
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
s
s To provide food and shelter on a temporary basis to those who find
themselves in need of our services in Johnson County,
B. Program Name(s) with a Brief Description of each:
Emergency Housing Project
Provide food and shelter on a temporary basis.
C. Tell us what you need funding for.
Help with operating expenses so that this service to the homeless may
continue.
D. Management:
I. Does each professional staff person have a written job description:
Yes . v No
2. Is the agency Director's performance evaluated at least year
Yes o No By Whom? Personnel Committee of the Board
E. Finances:
1. Are there fees for any of your services?
Yes S No
a) If "yes", under what circumstances?
If the guest has the ability to pay, S7 per night is asked.
b) Are they flat v sliding ?
P-2
174
/ y43
-I
0
:
1
r
i
i
i
i
I
,
f
I
c) Please discuss your agency's fund raising efforts, if applicable.
All churches in the Ecumenical consultation in Johnson County
are asked to donate $1 per member each year. Other churches
are also encouraged to participave and, in fact, do.
F.
Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
i
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
I:
Duplicated Count 2
Units of Service 24
1..
How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
i (`
budget year?
a) Duplicated Count Year 1985
b) Unduplicated Count 133
2.
How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count Information kept only by counties
b) Unduplicated Count
3.
How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count Information kept only by counties
b) Unduplicated Count
f
4.
How many units of service did your agency provide to Johnson
County residents last year? lnfnrea ion not maintained by county:
purine the
first nine months of 1985 the ?W7 served 634 guests for a total of
2700 nights t:
5.
Please define your units of service.
staved.
Number of nights staved per quest.
i-
P-3
175
fid
6. In what ways are you planning for the needs of
your service
pop4lation in the next 5 years?
'
Because we are an emergency, short—term housing project the �
only planning
that we have done to meet the needs of the population
in the next five is
years to make sure that our house is maintained
so that it
can stay in existence to meet the above needs.
-
We had hoped to build an investment pool to assure the continued
existence but instead, had
to use some of our rese'ives-fb'r' '
operating funds since we were
not successful in getting
funding from city or
county agencies for operating expenses.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
Funding is our or ma d
j problem. The churches have found that they
have had
to tighten their budgets and many referral agencies do
not have the funds
to pay the $7 per night cost of each guest's �.
stay. Other. agencies have realized that they
can simply send i
people to our address, knowing we will not turn them !"
of lack of funds. away because 1
,
8. List complaints about your services of which are
you aware.
The majority of complaints are from the homeless who are looking I �,!.•:
for
a more permanent place to stay .and want it to be the Emergency
House.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do `
feel
you can be taken to resolve this problem?
"
No waiting list. We have been able to accomodate all people f
this
pp
vear but do have an emergency plan in case we are
absolutely full. "�.
How many people are currently on your waiting list?
N/A
10. In what way are your agency's services publicized?
We have brochures thac are distributed to agencies as well as
in
posted places in the city where the homeless are most likely
to see them. The
agency direccor has spoken on the radio re:
the project as well
as on television. A newsletter is also
distributed periodical) y (depending funds "
upon available.)
P-4
I
176
/ 9es
L
EMERGENCY HOUSING PROJECT
AGENCY GOALS FOR 1987
GOAL: To fill a gap in the social service network of Johnson
County by providing short-term shelter and food to anyone
in an emergency situation who could benefit from such a
service.
OBJECTIVE A: To provide night shelter to about 1000 people
during 1987 for periods ranging from one to
four nights. (Longer stay is permitted with
extenuating circumstances.)
Tasks: 1. Recruit and supervise volunteers to assist
in the functioning and upkeep of the house
so that the operating costs may be kept down.
2. Continually seek funds for support of the
house by speaking to organizations *ithin
Johnson County whenever invited.
OBJECTIVE B: To provide a large, nutritious evening meal and
materials for nutritious breakfasts, sack lunches
and snacks each day for all guests.
Task 1:. Maintain food handling areas and records in
compliance with USDA commodity rule.
2. Continually seek new sourceg of low cost or
free food that can be used by the house.
177
/low3
e
s
EMERGENCY HOUSING PROJECT
AGENCY GOALS FOR 1987
GOAL: To fill a gap in the social service network of Johnson
County by providing short-term shelter and food to anyone
in an emergency situation who could benefit from such a
service.
OBJECTIVE A: To provide night shelter to about 1000 people
during 1987 for periods ranging from one to
four nights. (Longer stay is permitted with
extenuating circumstances.)
Tasks: 1. Recruit and supervise volunteers to assist
in the functioning and upkeep of the house
so that the operating costs may be kept down.
2. Continually seek funds for support of the
house by speaking to organizations *ithin
Johnson County whenever invited.
OBJECTIVE B: To provide a large, nutritious evening meal and
materials for nutritious breakfasts, sack lunches
and snacks each day for all guests.
Task 1:. Maintain food handling areas and records in
compliance with USDA commodity rule.
2. Continually seek new sourceg of low cost or
free food that can be used by the house.
177
/low3
e
01
HUMAN SE -VICE AGENCY BUDGE? FJR(4 DIRECTOR: Sally Stutsman
AGE.'(['( ,V(LYE: 4 -Cs (Comrn:nity Coordinate
CITY OF CORAL'(ILLE
ADDRESS': Child Care) ?.0. Box 2876
ti JOHNSON COUNTY CITY OF IOWA CITY PHONE: 319-332-7684
UNITED WAY OF JOHNSON COUNTY COMPLETED 8Y: Sally Stutsman -
APPROVED ay 80ARO:
o CHECK YOUR AGENCY 's BUOCu"T YEAR an 09-29-86 autnorizea signature)
- nate)
1/1/87 - 12/31/87
4/1/87 - 3/31/88 x Note recent change.
7/1/87 - 6/30/88 ..1/l/85 t
LAST YEAR- AR o /31/86 (15 mos.)
r 30/1/87 - 9/30/88 ACTU3'
r � ;
COVER PAGE
Program, Summa y- (Please number programs to correspond to Income + Expense
Octan, i.e., Program 1, 2, 3, etc.) (,
i
1. Child Care Information and Referral: telephone service, child cue Ii
directory, child care consumer education.
2. Child Development Education: Parenting and child care workshops,-
family day care provider trainingp Resource Center (learning
materials, toy, and car. seat lending). !
3. Emergency Child Carse Caregiver -recruitment and training; publicity;
subsidies for needy families. �.
4. Child Care' Food Program: Nutrition education; reimbursements to
family day care providers. i
I I
r
ii
Local Funding Suomary: 4/1/85 - 4/1/86 - 4/1/81 -
3/31/861 3/31/871 3/31/88
United Way of Johnson Count/ 5
epra,:w pan, 6,506- 6.500 $ 7,000
FY 86 FY 87 FY 88
City of Iowa City u;U'm0° T S S S
Johnson County II�[�iuo¢7 5 5 s
City of Cor31vi1L I S S S 178
�,eQ� 1903
�J
1. Local funding scurces(List below
a. Johnson County
b. CIty of Icaa Clty
c, United Nay
d City of Coralville 1
Johnson County Board
e• of social welfare
i+.
2. State. Feder al,Fgundatians(Ltst)
#05flic��e
nett Foundation Grant
ld Care Food Program via
t. of Public Instruction
for Planning
n9t:tV. 4-•.a
JAL Iii IS YE. -a UOGc?
EST '/EEG r
YEvrla�0 E' ?'I9: ACt1. ,{. I PRGGJa 1 rrcCpn 1
s 7 �-
7001 8,421 1 8,950 1 21548 1 21508
01 01 01 n
177,233 1 108,3521 108,
,0001 2
d• •I.c.s.c.p.C.A. I 300 p
ving
)1 1,753l1 1,750 t?en7sGF707Pb-;0rn;erI,c;0=
56
z 4 9 sap
ibutions
01 oI
0 1 550
0 0
i
0 0
i
0 0
.n 1 0
8251 488 1
I
4. Special events(List below)
2,713
•3,0321
2•,200,1
170
1
1180;1
I.C. Stripers Hospice
850
• d.?pad Race
1921
1,332
500
0
5001
b. Walk-a-thon Fundraiser
1,2251
0
1
0
p
0
0 0
C. Yembersh io
1.295
1, 700
-
1 700
170
630 B50 '
S. Net sales -services
1 2,1311
300.1
1
S00
Sol
2501 inn
6, Net sales -cataria is
1961
1
1
01
900
01-900
01
-- - i. Intarest irc:•-e
1 2,.1391
4001
200-1
2001
01 0
8. 06Her(List beiow.inciuding misc.;1
1
1
1
1
Child Care
an,
m
p
�s
a mn
a, Flnancja is
01
300 1
300 1
01
0 1 300
Reimbursement
b.
iadministrative
from C.C. Food Procram
25 1
7+3 1
150 1
1501
0 0
• C. Refunds, Mise•
4401
80 l
l
iOT:,I INCOME (Shcw also an pace 2,
0
nl
n1 n
line Ih) 1
195,2841 123,]5] 1122,950 1
3,3491
5,663 1 5,732 1
':cue Chapter of the
flat'ora,
v
1801
3
AG:!
I[':: 4 -Cs
!IIC^Ya )E -=1L (Continued)
Ji
vc:as arc c_....a!:..
PR03fw14
I PROQnA•I
I PROcPht•1
I PROGRAM
6
I PROGRAPI
7
I PROGRnri
8
1. Local funding sources(List below)
01
of
a. Johnson County
o
0
b. City of Iowa City
0 -01
1
C. United 'day
o 0
d. City of Coralville
or 0
Johnson County Board
e. of Social Welfare
0
•0
f.
Z. State,Federal,Foundations (List)
O •
1 nA
a• Gannett Foundation Grant
0
0
1
1
Child Care Food Program via
b• Deco. of Public Instruction
0
108,000
Of; Planning
C. and Proaranunina
j0
0
1
1
d. •I.C.N.C.P.C.A.
0
0
3. Contributions/Oanations
20J
a. United 'day Oesianated Giving
p
0
b. Other contributions
20e
0
4. Special events(List below)
0
U
C.C. Scrieers Hospice
a. Road Race
0
a
b. Walk-a-thon Fundraiser
0
0
C. Membership Drive
0
0
C, Net sales -services I
OI
OI
6. Net sales -materials I
OI
nl
7. Interest incw e I
OI
of
9. Other(List below,including misc.�
0
•o
Child Care
a. Financial Assistance
0
01
Administrative F.eimbursemen
b. from C.C. Food Praa-
C. Refunds, Misc.
0
0
0
0
TOTAL 16CCI•IE (Show also an page 2,
• line Ib) I
zoel
l0e,og0l
•:oaa C ayrar c' the 181
Ji
vc:as arc c_....a!:..
Rates and comments:
* 15 month year
182
i
AC UAL
LAST YEAR
ui[S YEAR
PRO,IELjca
I auCGEro
4E.'(T
I AGii[R.
PROG;W'l
I'
PROGN '
I
YEAR
I
1. Salaries
x7,743
29 315
28,285
3,335
I 3 198
4,048
2. Employee benefits b taxes
5,420
2,893
I
2,655
321
308
741
3. Staff development
238
so -
50
0
25
25
4. Professional consultation
420
30
o
a
0
0
S. Publications/subscriptions
6. Oues b ,Memberships
a
o
°
25
25
25
p
°
z5
7. Rent
31107
0
o
8. Utilities
199
0
a
0
0
0
4. Telephone
11080
720
720
138
418
139
0. Office supplies d postage
2,054
1,loo
1,100
1. Equtpment•purchase d rental
221
165
192
g B23
0
-7. Equipment/Office maintenance
0
0
3. Printing 3 publicity
3,905
3,700
3,700
361
1,539
1:��6I
4. Local transportation
981
700
700
70
z4'
46
S. Insurance
1,205
268
500
300
0
200
S. Audit
0
0
0
7. Interest
°
°
0
0
°
o
8• Other (speeify)Commadities
175
zoo
zoo
o'
9• Reimbursements to Providers
109 280 87
000 87.,
0
0
0
0
0. Fundraiser Exeenses
107
0
125
125
0
0
21.
Contract Fees
900
450
300
0
J
150 I
0
22..Fine Arts/Folk Arts Exp.
2,648
242 I
0
0
0
0
TOTAL EXPEYSES (Show also an
page 2,11ne 2)1 189,010
1136,693
I 1.25,360 I 4.771
I
5,817 I 6,41521
Rates and comments:
* 15 month year
182
i
AGEUCY: 4 -Cs
183
4a
-I
PP.OGnA•1
I PROGRAM
4
PROGnAFI
5
'PROGRAM
6
PROGRAMF3
7
1. Salaries
137
17 567
2. Employee benefits & taxes
13
1,692
3. Staff development
o
0
4. Professional consultation
0
0
S. Publications/Subscriptions
0
0
6. Dues & Memberships
0
0
7. Rent
0
0
S. Utilities
o
0
9. Telephone
0
25
10. Office supplies & postage
0
522
11. Equipment purchase & rental
0
0
12. Equipment/Office maintenance
0
0
13. Printing & publicity
o
434
14. Local transportation
0
560
15. Insurance
0
0
16. Audit
0
0
17. Interest
o
0
18. Other (soecify):commodities
o
200
19. Reimbursements to Providers
0
87,000
20. Fundraiser Expenses
0
0
21. contract Fees
150
0
22. Fine Arts/Folk Arts Exp.
0
0
TOTAL EXPENSES 'A'18 i;�i��::
300
108,000
Notes and comments:
r
183
4a
-I
I=-
300
ATCHING GRANTS
rantor/Matched by:
Folk Arts Program
wa Chaoter of the National Committee
orthe Prevention of Chil Auuse
-KIND SUPPORT DETAIL
vices/Volunteers
45.00/hour
erial Goads tovetc.
ce,utilities, etc.
er: (Please specify)
ice space: Child Care Food Program
of Iowa (OldLibrary Space)
2,000 1
12,000
1,000
AGENCY.
4 -C's
0
7000t4,000
ataca embear.:n ar am a:ytannce
SALARIEOPOS*,T'0'{S °i rn,nn:alsUaryau1151,am
LAST YEAR
Td IS YEAR
ac::11 salary oua
ACTUAL
PROJECTED
'NEXT YEAR
Position Title / Last ,Name FTE*
BUOGET
CHANGE
Last
This I Next
Executive Year
Year Year
47,743
29,,315
28,285
Director /S. SbutsmariI -
.63I .63'
Res. Ctr. Coord. /S.Forbe .5
-
7,150
4,998
10,000
p
.151 .15
1,095
co r ,+ / R'ver .75 .80
1 80
11,983
14,000
120
.74.2%
14,000
0z
co a c: .251 .25
Total Salaries Paid
4,283
3.565
3,565
Oy
2.5 1.831 1.83
47,743
%YII.11y pY1YaIMt: 1.0 . FYII•t}yi .S
"'Ia'�}'�
29 _ 28,285
*
-3.5%�
'«•
no change
in base salary
RESTRIM FUNDS (Complete detail,Forms 7 b 8
Restricted by: Restricted for:
Donor
---_ Child Care Food Program
134,303
108,000
108,000
Donor Child Care Financial Assist.
11700
1,923
11950
_1
Donor_ Gannett Found. Grant
40,000
0
p
I=-
300
ATCHING GRANTS
rantor/Matched by:
Folk Arts Program
wa Chaoter of the National Committee
orthe Prevention of Chil Auuse
-KIND SUPPORT DETAIL
vices/Volunteers
45.00/hour
erial Goads tovetc.
ce,utilities, etc.
er: (Please specify)
ice space: Child Care Food Program
of Iowa (OldLibrary Space)
2,000 1
12,000
1,000
750
60
0
7000t4,000
0 -100,
i
0 p
12,000 0°;
500
0
4,000 or
f
�r
184
19,43
I
-f
*Full-time equivalent 11—
J 1.0 = Full-time:.5 • Half-time; etc.
185
i
AGciiC7:
4-cs
+aa<n ue�aq,y, +r ,, aur .
, me+ o+nnen
+mwl. ul,y ,•+,pel+w,c:wl
LAST YEaH
ACTUAL
I THIS YEafl .I
,9EST 't Eyd .I
•
,+I+p wa
'
PAOv F:ic7'
BUGGcTCH++ifG'c•
I
�
L
SAARI_7 aOSiTi0115
•
Posftian iit'e / Last Name F'iE•
Last This Next
Year Year Year
I
i
Exec. Director/H 1 0 I 0 • 0
7.750
] 752'
i
0 _
Exec. Director/N Rov I L, I 0 10
77
0.
0
Temp. Director/S River I - ',5
i
I
In 1985 1986 Bud v-
i
• I
f
II
N. Child worked 9 27 85 Lru +
i
N. Ro worked 9
S.Fozbes worked 4/85 tFtu 3/86
J.,
In 1986/1987 Budaee Yr.
N. Child worked 4 I I
II
S. Forbes worked 4/86 tj4A7/
II
S. River worked 6/86 to 9k/86 Nos Executive
i-ee
S. Stutsmen worked 9/86 ehru 7/�7 I
�
I
*Full-time equivalent 11—
J 1.0 = Full-time:.5 • Half-time; etc.
185
i
8EilEr'7 0E7AIL AGcICY: d_C's
TAXES AND PERSONNEL BENEFITS ACTUAL THIS YEAR I 8UDGETED
LAST YEAR PP.O�ECT
(List Rates for Next Year) EO NEXT YEA
Work Week:
Does your staff frequently
work more hours per week
than they were hired for?
x Yes No
How do you compensate for overtime?
x time off none
time and other (specify)
a half pay
DIRECTOR'S POINTS S RATES STAFF BENEFIT POINTS
TOTAL
5,420
2,893
2,655
Health Insurance
S /Mon.
7.33 "+ x S dir.'s
3 345
1,993
2,021
Life Insurance
_ $=Mon.
salary
ment Como.- 2.30 x S "
1,125
650
634
Como.
% x S
16
Holidays
3.75 77 Oays (6) 6
6
Sick Leave
nt
I % x S
POINT TOTAL
28.75
38
rRetireflnent
s.
5 per mo.: inaiv.
per ma.:family
Ins.
I x S
IS Per month
ild care
I 12 x $50/mo
400
150
12 I x S 50/mo
550
100
How far below the Salary Study Committee's
NA
1,406
1,398
recommendation is your director's salary?
Sick Leave Policy:
Maximum Accrual 100 hours
Months of
Operation During
Year: 12
20 days per
year for years 1 to
days per
year for year —to —
Hours of Service: W' 9:00-12:00
Vacation Policy:
Maximum Accrual 100 hours
Holidays:
20 days per
year for yearsto
days per
year for year _ to _
6
days per year.
Work Week:
Does your staff frequently
work more hours per week
than they were hired for?
x Yes No
How do you compensate for overtime?
x time off none
time and other (specify)
a half pay
DIRECTOR'S POINTS S RATES STAFF BENEFIT POINTS
Comments:
Retirement
Minimum
_ S /Mon.
Maximum
Health Insurance
S /Mon.
_
Disability Ins.
— $—/Mon.
Life Insurance
_ $=Mon.
Dental Ins.
S /Mon.
Vacation Days
12.5 —57g Oays(20)- —
16
Holidays
3.75 77 Oays (6) 6
6
Sick Leave
12.5 —3T8 Days (20) 0
16
POINT TOTAL
28.75
38
6
X703
16
OPT*QNAL BUDCET
linoicace N/1
AGENCY:
4 -C's appiicaole.!
DETAIL OF RESTRICTED FUNDS
.(Source Restricted Only --Exclude Board Restrictea)
A. Name of Restricted Fund Child Care Food Program
1.
Restricted by: U.S. Government
2.
Source of fund: U.S. Government via Iova Dept. of Public Instruction
3.
Purpose for which restricted: reimbursement for food for day care'chiidren in I,
registered day care home 1
'
C.
Are investment earnings available for current unrestricted expenses?
Yes Z__No If Yes, what amount:
S.
Date when restriction became effective: 1979
6.
Date when restriction expires:
7.
Current balance of this fund: -0-
B. Name of Restricted Fund Child care Financial Assistance '
1.
Restricted by: Johnson County Board of Social Welfare _..
2.
Source of fund: Department of Human Services
3.
Purpose for which restricted: Training classes for child care providers
Q�..
4.
Are investment earnings available for current unrestricted expenses? ;
Yes r IVo If Yes, what amount: NA
S.
Date when restriction became effective: June, 1986
6.
Date when restriction expires: NA
i
7.
Current balance of this fund: $1,500
C. Name of Restricted Fund
i
1.
Restricted by:
2.
Source of fund:
3.
Purpose for which restricted:
d.
Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S.
Date when restriction became effective:
6.
Date when restriction expires:
7.
Current balance of this fund:
187
7
Agency: 4 -C's
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
4 -C's began in Johnson county in 1972 when the League of Women Voters and eleven civic
organizations met to "consider the needs of the children in this community and to organize
and work toward meeting these needs." 4 -C's became a United Way Agency in 1975.
Our most important service is Child Care Information and Referral. The Child Care Directory
has been updated annually since 1974, with distribution of 5,000 copies per year. In 1983
4 -C's served 836 people needing Child Care Information and Referral Services, in 1984 the
total number of people served was 1,063, in 1985 1,897 people were served due to increased
hours and publicity in response to growing demands.
Child Development Education has been a program since 1975. For the past several years, 4 -C's
d Iowa City
attheeLib Library. InPublic 1985-861arseriesvofcnineraeed toPrograms about vaariousgand chld care work
aspectslof childcareshops
were broadcast on cable television with cooperation of the Library and 4 -C's.
Since 1979.4 -C's has been the local sponsor for the federally -funded Child Care Food Proa-,m,
Providing reimbursements and nutrition education to day care home providers. Although 90;,_:
the 4 -C's budget is for food program, 4 -C's has little to do with the program but act as
its sponsor.
Child advocacy has always been a goal for 4 -C's. Current advocacy efforts are being directed
toward the Emergency Child Care Program which provides emergency, short-term care to
children during times of family emergency or to families needing child care on a temporary
basis until a permanent arrangement is obtained. Seven families received over 100 hours of
help with emergency childcare. Thirteen other families with emergency and sick child care
situations were given help in problem solving.
In 1982 and 1983, 4 -C's worked JCCOG and the Johnson CountyHealth Department to develop
local regulations requiring annual Health Department inspections of all licensed day care
centers and preschools. Other Iowa counties are considering adopting Johnson County
precedent -setting regulations. 's
,
After community representatives identified child care as our community's most pressing need,
the Gannett Community Priorities Program awarded a $40,000 grant to 4 -C's to establish a
resource center, support programs, and expended resource and referral services. In
September, 1985 4 -C's opened the 4 -C's Child Care Resource Center, which is a learning materia
toy, infant equipment and car seat lending library for caregivers and parents. The toy Lending
library, which was established from that grant, currently serves 12 preschools and day care
centers, 22 family day care providers and 12 parents. In addition, the agency expanded its
education program for day care hone providrs, who do 70-80% of all child care. 4 -C's believes
support and training promote quality care for children in Johnson County and through these
programs offers information on child development, business practices, role of the provider
and communication skills.
P-1 18
J
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
4 -C's exists to focus on and respond to the needs of young children
(age birth to 6 plus years), their parents, and the professionals who
provide child care for them.
B. Program Name(s) with a BriBf Description of each:
CHILD CARE INFORMATION 6 REFERRAL: telephone service, child care directory,
child care consumer education
CHILD DEVELOPMENT EDUCATION: parenting and child care workshops, family day care
provider training, Resource Center (learning materials, toy, infant
equipment l
EMERGENCY CHILDCARE: caregiver recruitment and training, reimbursements to
family day care providers
CEILD CARE FOOD PROGRAM: nutrition education, reimbursements to family day
providers
C. Tell us what you need funding for.,
Salary and benefits for full-time Executive Director, for agency administration
and coordination of all programs except Child Care Food Program, and
operating costs for same. Salary and benefits for half-time Child Development
Education Coordinator .
D. Management:
1. Does each professional staff person have a written job description:
Yes x No
2. Is the agency Director's performance evaluated at least yearly?
Yes No By whom? Board of Directors, 4 -C's
E. Finances:
1. Are there fees for any of your services?
Yes x No
a) Afminimal under feof $5tisicharged for Information and Referral (fee is waived
for University students and employees because of donated office space by '
the U of I. Fee also waived if consumer unable to pay). A $10 fee is
charged to join the Resource Center Library. Rental fees for some equip-
ment. Center and preschools will be charged on a sliding scale for
b) Are they flat sliding x ? inclusion in the child care
directory.
P-2
189
fr
N
c)' Please discuss your agency's fund raising efforts, if applicable.
Membership Drive
Friends Campaign
Hospice Road Race: participant since 1984
University of Iowa - donation of office space
speaking to service clubs
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
I. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 8482 Year 1985
b) Unduplicated Count Baan
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 7as8_
b) Unduplicated Count rg74 Cl
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count ra,.,,rds „ot avaliable
b) Unduplicated Count rpcardc not avaliable
4. How many units of service did your agency provide to Johnson
County residents last year? 12,1:)3
5. Please define your units of service.
Information and Referral: one telephone call or personal contact, directory
Child Development Education: one person attending a child development or
other program
Emergency Child Care: provider attending training, individuals receiving
child care
Food Program: one child or adult participating in Child Care Food Program
`.i
P-3
190
A
i
F
6. In what ways are you planning for the needs of your service
population in the next 5 years?
Because of the high cost of raising a family in today's troubled economy,
over half of the children under the age of six have working mothers. The need for
day care is increasing. Additional staff time and two telephones are needed
to meet the needs ofthe public for child information and referral. We want to
continue to build a strong child care resource and referral network, to offer
support services to a greater number of providers, and to increase their
skills and the quality of day care providers to area children -We would also
want to begin the process of computerized listing in order to give a more
efficient service to those seeking information and referral.
7. Please discuss any other problems or factors relevant to
your agent 's programs, funding or service delivery.
4 -C's stafyf is spread very thin. It is difficult for one staff person to do
formation and referral. We actually need one
administrative and child care in
fulitime administrator/financial officer; one fulltime information and
referral specialist; one fulltine education coordinator to meet our clients''
needs. Due to current understaffing and time constraints it is not possible
for 4 -C's to develop as fully as we would wish. A stronger network of. providers,
with more checks on providers and information updated on a regular basis would
give parents current information regarding day care options.
i
8. List complaints about your services of which you aptre ness r regarding the $5
.J A few individuals have expressed surprise and unhappiness e9for
information and referral fee that is charged (note: this fee is waitheved fee). '
university students and personnel and if a client is unable ice,
pay
Due to the high demand of our information and referral seryice, it is often hard
contact the 4 -C's office - the line is often busy. More provider listings
are needed for infant care, providers who will care for children whose parents
work the 2nd and 3rd shifts and provide care when schools are not is
session. More screening is needed for providers as well as more toys for the
toy lending library.
9. Do you have awaiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
A day care center in West Branch would like to have access to our lending
library materials. They were encouraged to have a Johnson County
resident check out the materials for them. The membership in the toy lending
library may have to be limited because of not enough toys to go around. More
recruitment is needed to find providers for infant care - a critical need.
How many people are currently on your waiting list?
17 people are on the waiting list for the toy lending library.
10. In what way are your agency's services publicized?
Daily classified ad in the Iowa city Press -Citizen and The Daily Iowan.
Announcements in newspapers and radio for special events, workshops and meetings.
Meeting and workshop schedules and special events flyers are maile: 5000cto 400are
individuals, centers anWordeofimouth, to ephonees. The Child adirectory re listings in yellow
es
distributed annually.
J pages and Community ServiicesNumbers section, as well as business section,
quarterly newsletter sent to carents, caregivers, educators, and 4 -C's members.
Fr -4 191
Agency Goals Foga
Agency Name: 4 -C's (cmmu :itv Coordinated Child Carel Year: 1987 1
Child Care Resource and referral Service - Program 1
Goal: To provide immediate information about local chi23 care services and consumer
education about day care to anyone in Johnson county.
objective A: In 1987, provide telephone or walk-in resource and referral service 25
hours per week to an estimated 2000 parents seeking child care and child
providers seeking -clients.
Tasks: I. Staff office 25 hours per veek,. scheduling volunteers to cover office
when wmutive director/resource and referral specialist is out.
2. Provide supervision and periodic training to office volunteers.
3. Advertise service daily in local newspapers* and as needed via flyers
posters, radio announcements.
4. Update child care information regularly through contacts with local
child professionals; maintain lists of daycare openings and people
avaliable as substitute caregivers; develop and update lists of and odd
able to provide short-term, tel;porary,,part
hours child care. .release
5. Provide printed information (e.g. contracts, child emergrs:cy
forms) to day care home Providers as requested.
6. Maintain and update information on commun;ty resources and refer
people as needed.
Objective B: In 1987,,=ish•and distribute 5000 copies updated Child Care Johnson
Countv dpry of child care services. (�)
Tasks: 1. Gather and edit updated information from each licensed child care
center and preschool in Johnson County as needed and submit to
2. Using e•dsting format, revise Directory copy
publisher.
3. Distribute Directory using existing distribution list and in response
.requests received throughout the year.
Objective C: In 1987, offer child care consumer education programs "Child Care: What
to look For, and What to Look Out For," to an estimated 500 people..
Tasks: 1. Publicize in Directory, and via letters to local employers and service i
clubs.
2. Provide consumer education informally as requested in routine
telephone and personal contacts for child care information
3. Provide foraml program -upon request.
4. Write or assist in writing local newspaper articles on child care iss
Resources Needed to AcCcmolish Proaram Tasks
1. .60 FTE paid staff person (4 -C's Executive Director/Child Care Resource and Referral
Specialist)
2. Five to ten volunteers
3. One phone line
4. Supplies for information and referral maintenance and update.
5. Office space and utilities
6. Typesetting and printing 50004010ies of Child Care Directory.
7. Professional liability insurance.
8. Telechone answering machine 192
Cost of Prcgram in 1987 - $5,927
�q/,3
Child Develotment Education Procram - Program 2
4 -C's
Goal: To offer educational programs and services on ascects of early childhood
development and child care to benefit parents, child care professionals, and
children ih Johnson County.
n
Objective A: In 1987, provide 8=9 Child/Family Resecurce Center Workshops to an
200-300 individuals at the Iowa City Public Library.
Tasks:
1. Engage 4-6 volunteers to pian and coordinate workshops.
2. Cooperate with staff of Iowa City Public Library to organize and
publicize workshops.
3. Maintain workshop attendance records.
4. videotape, workshops for live cable broadcast on channel 20 and fc:
addition of videotape to ICPL's permanent collection..
5. Receive and review requests for future workshop topics.
6. Develop program topics and engage volunteer resource people to
conduct 1986-87 series of workshops.
7. Mail workshop schedules to approximateley 350 people and/or
agencies.
Objective B:
offer a family day,.cate provider training program twice a year, to
an estimated 50--�0'providers per year. .
Tasks:
1.. Use existing -training program. curriculum and modify as needed.
2. Engage 10-12 individuals with specialization in particular areas
- to teach segments of the course.
3. 'Conduct 9 -week training program spring and fall semesters of* 1987.
4. Obtain feedback from providers, modify. course as needed, and roc-_
providers to help teach segments of future classe3.
- 'Objective C:
Ccerate a toy and learning materials lending service for an
-
estimated 5040 day care providers and parents.
Tasks:
1. Recruit, train and utilitze an estimated 5-10 volunteers to help
staff resrouce center lending service during the day.
2. Schedule one part-time paid staff person to supervise volunteers
and maintain lending•service records.
3. Publicize lending service via newsletter, articles, training .
program, Child Care Food Program staff, and word of mouth,
to recruit new members.
4. Schedule and conduct orientation sessions at least once per
month for new members.
S. Clean and inspect toys and learning materials at time of cheek -in.
and instruct is proper use at time of check-out, as needed.
6. order and catalog new toys and materials purchased to replace los:
_
or broken items.
7. Repair items as'needed.
Resources Needed to Acccmolish Program Tasks ,
1. One half-time paid staff person (Education Coordinator).
2. Approximately 9-16 volunteers.
3. Approximately 10-12 resource people to teach training program segments -
4. Printing and postage -for workshop schedules, training program schedules, eurricult=
materials, and lending service forms.
i 5. Phone lines (same as in Child Care Resource and Referral Service).
6. Danated space to hold workshops, meetings, and training programs.
193
I
4 -C's
Child Development Education Program (continued)
7. Donated videotapes and use of videotaping equipment.
8. Insurance to cover items in lending program and liability insurance.
Cost of Program
$5,742
8
4 -C's
Eieroencv Child Care Program - Program 3
Goal: To coordinate and emergency child care resource network for people in Johnson Count
for their access to short-term care of children during times of family emergency or
families needing child care on a temporary basia-until permanent child care is
obtained.
Objective A: In 1987, to provide information and referral to an estimated 20 families
needing short-term emergency child care during a family emergency.
Tasks: I. Increase screen@ and trained caregivers to a minimum of 10, by
recruiting from resource and referral list. j
2. Provide a training program for new emergency caregivers at least
two times during the year. ..
3. Maintain contact with caregivers during operation of program to Obtain
feedback, modify program, and update list of current caregivers.
4. Compile and distribute list of current emergency caregivers to
apPrmumately 20-25 local agencies and offices which might need such
information for their clients; update list monthly,
S. Advertise erailabilityof the program to the public. using local nevsmed'_
and posters on buses.
Objective D: Subsidize emergency child care for an estimated 5 lou to moderate ince
families who cannot afford it.
Tasks: 1. Establish eligibility guidelines and inform cooperating agencies and
Offices of guidelines.
2. Provide subsidies directly to emergency caregivers,
3. Maintain subsidy records to determine future needs and program limitat'
Resources Needed to Accemolish Prooram Tasks
1. O1 FTE pard staff person (4�'s Executive Directory/Child Care Resource and
Referral specialist.)
2. 1-2 volunteer emergency child care trainers.
3. 10-20 local individuals trained as emergency child caregivers. j
4. One phone line.
5. Printing, postage, and office supplies for publicly, monthly list update, and
training materials.
6. Space for training programs.
Cost of Program
;35-0-13i 1 887
4 -C's
Child Care Food Program - Program 4
Goal: To ensure good nutrition is provided to children in day care homes and to
develop good eating habits.
objective A: In 1987, to provide nutrition education to 40-50 day care home
providers in Johnson County and to monitor their adherence to
program nutritional and record-keeping requirements.
Tasks: 1. Conduct home visits 3-4 times per year to each of the providers
enrolled in the program.
2. Receive,: evaluate, and provide feedback on menus submitted
. ve-day by each provider.
3. Provide four educational workshops for enrolled providers per
year, and ensure attendance at one of more workshops by each .
enrolled provider per year.
4. Provide nutrition and program requiPment information in a monthly
newsletter.
5. Respond to requests by enrolled providers for additional informa-
tion and guidance.
6. Publicize program and enroll new providers in program upon
request.
objective H: In 1987, to provide reimbursements to 40-50 enrolled day care home
providers for meals and snacks served to their day care children.
-Tasks. '1. Receive and process weekly meal records'and requests for
reimbursements.
2. Write and mail checks to reimburse providers.
3. Maintain contact with funding agents, Iowa Department of Publ.
Instruction, Child Nutrition Division.
Resources Needed to Accamolish Prooram Tasks
1. T90 part-time paid staff persons, the Child'Care Food Program. (QCFP)`Adminstra-
tor and the CCFP Assistant.
2. One phone line.
3. One telephone answering service.
4. Office space.
S. Office supplies, printing, and postage for program records, newsletters,and
reimbursements..
6. Mileage reimbursement for staff persons.
Cost of Prooram
$108,000 in 1987
.. N
196
// dJ
DIRECTOR: Sandy Pickup
HUhIAN SEPVICE AGENCY BUDGET FORM
AGENCY NAME: Free Marlir al f lin it
CITY OF CORALVILLE ADDRESS: M ti L .w. u -
JOHNSON COUNTY CITY OF IOWA CITY PHONE: 337-4459
COMPLETED BY:'
UNITED WAY OF JOHNSON COUNTY APPROVED BY BOARD., / 6ppi/
authogWguaturet
j CHECK YOUR AGENCY'S BUDGET YEAR on date
1/1/87 - 12/31/87
4/1/87- 3/31/88
7/1/87 - 6/30/88 �-
10/l/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1,.2, 3, etc.)
1 Clinic- General out patient health care
2 Pharmacy= Stocks medications most often prescribed within the clinic
3 Lab- In clinic testing and limited testing sent out
4 Social Services- Needs assesment and referrals
•J 0 5 Medication and medical supply fund- Voucher program to assist residents of Johnson
County notable to afford prescription medication, over the counter medication, or
medical supplies. These needs are generated inside or outside the clinic. These
needs are unable to be met by programs 1-4.
6 Scholarship- From private donation, scholarship to 3rd or 4th year medical students
7 Eye glass fund- Voucher program to assist residents of Johnson County not able to
ted outside the clinic and tH money for the
afford eyeglasses. These needs are genera
fund is donated by the Lions Club
Local Funding Summary: 4/1/85 -4/1/86 -
31/86
3/ 3/31/87 3/31/88
United Wayof Johnson Count enM nos EnNuae $ 39,500 $ 39,500
Y e.av,.,ea aE.E.9 $ 35, o00
FY 86 FY 87 FY 88
City of Iowa City sEEeuoctr $ 0 S 0 E 0
vwE Eo
SEE
P�GE9Er I
ohnsan County S 32,11411 I $ 39, 482 15 39,462
97
City of Coralville $ o $ 0 $ 0
.0AA
"r
nUcn.i: Free Medical Clinic
GUUuci ZU11Nhn1
Enter your Agency's Budget Year
ACTUAL
LAST YEAR
T_7/l/86
-77-17-85
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
6
7/1/87 6/30 8
1. TOTAL OPERATING BUDGET (Total a + b)
84049
98137
100319
aIR fr" Ifni 1.
a. Carryover Balance vn.Ieut ceium
5333
12180
13865
h. Income (Cash)
78716
85957
86454
2. TOTAL EXPENDITURES (Total a + b)
71869
84272
92105
a. Administration
14374
16854
19221
b. Program Total (List programs below)
57495
67418
72884
CLINIC
28029
33554
35888
PHARMACY
8624
10112
10705
LAB
7187
8427
9589
SOCIAL SERVICES
12455
12640
14065
MEDICATION 6 MEDICAL SUPPLY FN
700
1685
1637
SCHOLARSHIP
Soo.
Soo
500
EYE GLASS FUND
0
Soo
Soo
3. ENDING BALANCE Subtract I - 2)
12180
13865
8214
4. IN-KIND SUPPORT Total from Pee 5)
192323
198682
206660
S. NON-CASH ASSETS
6349
8201
9967
Most of the carryover balance refle:ts the money remaining In restricte
Notes and coaments0 accounts (see restricted accounts pages 7, 7a, and 8)
Malpractice Reserve (Remaining balance of $6000 allocation not paid In premium, Including
interest) A pprox $5600
Scholarship Fund (Paid In Dec, received In Jan) $500
Linda Knox Memorial $450
H -Flu Fund $680
Savings $390
198
2
/903
U
INCOME DETAIL
AGENCY: Free Medical Clinic
3
ACTUAL
LAST YEA
THIS YEAR
PROJECTE
BUDGETED
NEXT YE
AMIN.
PROGRAM
FR06RAM
1
1. Local funding sources(List below,
68564
78982
79379
16669
37308
7938
a. Johnson County 'M 1
32444
39482
39482
8291
18556
3948
b, City of Iowa City °
0
0
0
0
0
0
c. United Way
36120
39500
39897
8378
18752
3990
d. City of Coralville
0
0
0
0
0
0
e.
f.
2. State,Federal.Foundations(List)
0
0
0
0
0
0
a.
b.
'
C.
d.
3. Contributions/Donations
3704
3600
3600
90
1620
360
a: United Way Designated Giving
1850
1800
1800
90
720
180
b. Other contributions SAII
1854
1800
1800
0
900
180
4. Special events(List below)
2884
1225
1325
67
662
67
I.C. Striders Hospice
a -Road Race
1658
600
650
0
325
0
b• Chili Supper
1226 1
625
675
67
337
67
C.
S. Net sales -services
0
0
0
0
0
0
6. Net sales -materials
0
0
0
0
0
0
7. Interest income
774
800
800
0
800
0
8. Other(List below,including misc.:
2790
1350
1350
0,
250
100
a. Restricted Accounts
2790
1350
1350
0
250
100
b.
C.
TOTAL INCOME (Show also on page 27
line lb)
78716
85957
86454
16826
40640
8465
Notes and comments: Restricted accounts Include donations designated for special programs
or projects not funded by Johnson County or United Way 199
3
AGENCY: Free Medical Clinic
!NCONE DETAIL (Continued)
line lb) Notes and comments: 200
.e4\ 3a /9e3
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PROGF "
.8
1. Local funding sources(List below)
7938
7938
1588
0
0
a. Johnson County
3948
3948
791
0
0
b, City of Iowa City
0
0
0
0
0
C. United Way
3990
3990
797
0
d. City of Coralville
0
0
0
0
0
e.
f.
2. State,Federal,Foundations(List)
0
0
0
0
0
a.
b.
C.
d.
3. Contributions/Donations
270
1260
0
0
0
a. United Way Designated Giving
180 1
540
0
0
0
0
0
b. Other contributions ga eneerran
4. Special events(List below)
204
325
0
0
0
Striders Hospice
a. Road Race
0
325
0
0
0
b, Chili Supper
204
0
0
0
0
C.
S. Net sales -services
0
0
0
0
0
6. Net sales -materials
0
0
0
0
0
7. Interest income
0
0
0
0
0
8. Other(List below,including misc.)
0
0
0
500
Soo
a Restricted Accounts
0
0
0
500 1
500
b.
C.
L500
TOTAL INCOME (Show also on page 2,
'
8412
9523
1588
E50
line lb) Notes and comments: 200
.e4\ 3a /9e3
EXPENDITURE DETAIL
AGEUC'f: Free Medical Clinir
Notes and comments: Patient financial assistance includes Medication E Medical Supply Fund
and Eye Glass Fund
Restricted Expense Includes Scholarship and H -Flu Fund
201
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN
PROGRAM
1
PROGRAM
2
1. Salaries
44830
50443
52320
13080
18311
5232
2. Employee benefits b taxes
7922
7545
9025
2257
3158
900
3. Staff development
126
525
525
52
237
0
4. Professional consultation
327
250
230
230
0
0
S. Publications/Subscriptions
954
100
105
0
51
21
6. Oues b Memberships
0
0
200
100
100
0
7. Rent
2520
2706
2838
425
1563
1 283
8. Utilities
0
0
0
0
0
0
9. Telephone
1376
1320
1386
346
623
29
10. Office supplies b postage
1389
1410
1470
735
367
0
. Equipment purchase b rental
334
1660
1776
177
710
0.
. Equipment/Office maintenance
I2,.
1376
1584
1663
332
997
166
Printing b publicity
1140
1050
975
195
585
0
14. Local transportation
480
486
500
50
200
0
5. Insurance
1328
2810
6101
1220
3051
610
6• Audit
0
21
22
22
0
0
7. Interest
0
0
0
0
0
0
8• Other (specify): SulieClinic a
4021
5580
593$
0
5935
0 1
9' Pharmacy
1960
2600
2782
0
0
2782
O' .Lab
429
1000
1070
n
21. Patient Financial Assistance
700
2000
2000
o
n
n
22.. Restricted
TOTAL EXPENSES (Show also on
page 2,11ne 2)
71869
84272
92105
19221
35680
10705
Notes and comments: Patient financial assistance includes Medication E Medical Supply Fund
and Eye Glass Fund
Restricted Expense Includes Scholarship and H -Flu Fund
201
R
EXPEIIDITUP.E DETAIL (Continued)
r
AGENCY: Free Medical Clinic
Notes and comments:
.J
202
i
4a �9�3
I
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRA14
6
PROGRAM
7
PROGRAIr
1. Salaries
5232
10465
0
0
0
2. Employee benefits A taxes
900
1810
0
0
0
3. Staff development
0
236
0
0
0
4. Professional consultation
o
0
0
0
0
S. Publications/Subscriptions
0
33
0
0
0
6. Dues & Memberships
o
0
0
0
0
7. Rent
567
0
0
0
0
B. Utilities
0
0
0
0
0
9. Telephone
28
346
14
0
0
10. Office supplies & postage
0
294
74
0
0
11. Equipment purchase & rental
889
0
0
0
0
12. Equipment/Office maintenance
168
0
0
0
0
13. Printing & publicity
o
146
49
0
0
(�
14. Local transportation
125
125
0
0
0
15. Insurance
610
610
0
0
0
16. Audit
0
0
0
0
0
17. Interest
0
0
0
0
0
18. Other (Specify)�Clinic
0
0
0
0
0
19. Pharmacy
0
0
0
0
0
20. Lab
1070
0
0
0
0
21. Patient Financial Assistance
0
0
1500
0
500
22. Restricted Expenses
0
0
0
Soo
0
TOTAL EXPENSES page Show
2
9589
14065
1637
Soo
Soo
Notes and comments:
.J
202
i
4a �9�3
I
AGENCY: Free Medical Clinic
Attecn Ml,netl,on of any difference
SALARIED POSITIONS betminfaluyannual Osalary,oilableand
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
L
CHANGE
Position Title / Last Name FTE*
Co -Di rector /B rode rsen Last This I Next
Year Year Year
Patient Services Coo rdinat r 75 1.00 1 1.00
13431
15219
15825
3.98%
Co -Director/ Hagen
1.00
1.00
13431
15219
15755
3.5%
Co-Director/Pickup /McPhal
rinny-t-finatnr
7q
1.00
1.00
13');:3
15219
15715
3.3%
2Physicians Assistants
.25
.25
.25
4715
4786
5025
+5%
- TotalSalaries Paid
2.5
3.253.25
44830
50443
52320
3.7%
• Full-time eaulvelent: 1.0 • Full•time:.S • xel Ptlmr, etc.
RESTRICTED FUNDS (Complete detail.,Forms 7 &8)
Restricted by: Restricted for:
Donor Non Med Pharmacy items
270
100
100
Donor Med student Scholarships
500
500
500
Donor Clinic Equipment
135
150
5
Dnnnr ' Li -Flu Vaccine
1520
0
0
0
500
500
Donor Eye Glasses
Rpoardrt Permanent Clinic Items
100
100
100
'
Icreas0%
k�88
k�88
800ard ma prac�°ice insuranceplpal(eSi
MATCHING GRANTS
Grantor/Matched by:
IN-KIND DETAIL Approx 14000 medica
rS1UPPORT
and nos%�lolacel hours, incl. tests E adverti
Ser
Ing
180000
183600
190944
Material Goods
9388
12000
12480
Space, utilities, etc.
2935
3082
236
Other: (Please specify)
.1
TOTALS
192323 t
198682
206660
203
BENEFIT DETAIL
AGENCY:
Free Medical
Clinic
TARES AND PERSONNEL BENEFITS
(List Rates
ACTUAL
LAST
•THIS YEAR
BUDGETED
for Next Year)
YEAR
PROJECTED
'NEXT
YEAR
TOTAL
7922
7545
9025
FICA 7,33 X x S52320
3194
3603
3835
Unemolavment Com_0 x S 0
9
0
0
0
Worker's Come. .2n % x S 52907
Retirement 3.95 f S 47025
226
1024945
217
226(inci
1 e)
x
1858
_
Health Ins. T-7 Per mo.:3 indiv.
Sper ma.: family
3518
2780
3106
Oisabilit Ins.inclu ed in heaAto iQsurance
Life Ins. 10000 inc4eo in health Ipp%9ER
Other I
x
• X S
HOW far below the Salary Study Committee's
recommendation is your director's salary?
1788
5073
4617
Sick Leave Policy: Maximum Accrual 72 hour
_ o days per year for years I to 1A
days per year for year to _
vacation Policy: Maximum Accrual ao hour.
_in days per year for years to N
days per year for year _ to
Work Week:
Ooes.your staff frequently
work more hours per week
than they were hired for?
X Yes No
Months of Operation During Year: 12
Hours of Service: 9 AM -3PM Office H
LS Of 7 5-10:30 PM M&Th Clinic rs
Holidays -
6
days per year.
How do you•compensate for overtime?
time off X none
time and other (specify)
a half pay
DIRECTOR'S POINTS b RATES STAFF BENEFIT POINTS Comments:
Retirement J1� f 5Z fMon, Minimum Maximum
Health Insurance 12 $55 /Mon. -- 3 Co -Directors receive all
Disability Ins. 1 S 0 /Mon. benefits, Physicians Assl:
Life Insurance .5 $ o receive FICA
MMon.
Dental Ins. i f 1Mon. —
Vacation Days To— 10 Days
Holidays 6 6 Days
Sick Leave 9 9 Days
POINT TOTAL 44. 0 0
6 204
u
i
J
AGENCY: Free Medical Clinic
0P?iO:IAL BUDGET FOP.I".
tnaicate .a/
if applicable)
DETAIL OF RESTRICTED FUNDS
(Source Restricted Only --Exclude Board Restrictea)
A. Name of Restricted Fund scholarship Fund
1. Restricted by: Donor
2. Source of fund: Parr Clinic Volunteer
3. Purpose for which restricted: 7rd and 4th year medical students
4. Are investment earnings available for current unrestricted expenses?
_Yes x No If Yes, what amount:
S. Date when restriction became effective: June 1981
6. Date when restriction expires: N/A
7. Current balance of this fund: $599.00
B. Name of Restricted Fund SAPHA
I. Restricted by: SAPHA
2. Source of fund: _Student American Pharmaceutical Association
3. Purpose for which restricted: Non -medication pharmacy items
4. Are investment earnings available for current unrestricted expenses?
Yes _X If Yes, what amount:
S. Date when restriction became effective: Changes yearly when funds are received
6. Date when restriction expires: N/A
7. Current balance of this fund: ^ As of 10-1-36 balance is $0.00
C. Name of Restricted Fund HIA
I. Restricted by: HIA
2. Source of fund: Johnson County Heelth Improvement Association
3. Purpose for which restricted: clinic eauioment
4. Are investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount:
S. Date when restriction became effective: Changes yearly when funds are received
6. Date wnen restriction expires:' N/A
7. Current balance of this fund: As of 10-1-86 balance is $0.00
205
7
'r
OPTIONAL
BUDGET FOP,t1
AGENCY: Free Medical Clinic ie
ndicatl/7
t
applicable)
DETAIL OF RESTRICTED FUNDSif
-(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund H -flu fund
1. Restricted by: Donors
2. Source of fund: Individual donors
3. Purpose for which restricted: Hemophilus influenza vaccine
4. Are investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount:
5. Date when restriction became effective: November 30 1985
6. Date when restriction expires: _NLA
7. Current balance of this fund: $1,365.00
B. Name of Restricted Fund Eyeglass Assistance Fund
1. Restricted by: Lion's Club
2. Source of fund: Lion's Club
3. Purpose for which restricted: Eyeglass frames and lenses,
'
4. ' Are investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount:
S. Date when restriction became effective: 7-31-86
6. Date when restriction expires: N/A
7. Current balance of this fund.:As of 10-1-86 balance is ,$O,DQ
C. Name of Restricted Fund
I. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Data when restriction expires:
7. Current balance of this fund:
706
a
@\
/903
Oar'onal Budget Form
AGENCY: Free Medical Clinic_ (indicate N/A
DETAIL OF BOARD DESIGNATED RESERVES if applicable)
(For Funds 'Which Are Not Donor Restricted)
f B d Desi noted Reserve• Linda Knox Memorial Fund
A. Name o oarg
1. Date of board meeting at which designation was made:
2. Source of funds: Friends
3. Purpose for which designated: Permanent Clinic items
February 1982
4. Are the investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount:
S. Date board designation. became effectivelFehruary 1982 expires' N/A
6. Current balance of this fund: $450.00 as of 10-1-86
i t
B. Name of Board Designated Reserve: Medication and Medical supply Fund
1. •Date of board meeting at which designation was made:
November, 1983
2. Source of funds: Private Donors i
3. Purpose for which designated: Voucher Program to assist residents of Johnson County
unable to afford prescription medications, over-the-counter medications or medical
supplies.
4. Are the investment earnings available for current unrestricted expenses:
i
_Yes X No If Yes, what amount:
5. Date board designation became effective:
November 1983 NIA
expires:
6. Current balance of this fund: $1,132 as of to -1-86
C. Name of Board Designated Reserve: Malpractice Reserve Fund _
1. Date of board meeting at which designation was made: January 1986
2. Source of funds: Johnson county and united way
Professional liability insurance expense (for future
3. Purpose for which designated: y
increases
4. Are the investment earnings available for current unrestricted expenses:
_Yes x No If Yes, what amount:
, January 1986 1991
5. Date board designation' became effective: expires:
6. Current balance of this fund: $3,150 as of 10-1-86
207
e / 9e3
000
Agency: Iowa City Free Medical Clinic
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
1 past and current activities and future plans. Please up -date
iannually.)
The Free Medical Clinic (FMC) began seeing patients in March of 1971. The concept of
V providing free medical care to those who can't afford it was formulated by a diverse group
of politically active community members --nursing students, social workers, medical students,
ministers, doctors and other interested people. From the beginning the group was committed
to providing free health care in a.non-judgemental. way.._
During the first year the Clinic was held in the River City Free Trade Zone, an alternative
business mall in downtown Iowa City, and then in the basement of Center East, the Catholic
student center. In both facilities the space was provided free but the entire Clinic had to
be set up and taken down for each Clinic session. So when Wesley House offered a permanent
space, we accepted and FMC has been located at 120 N. Dubuque since the spring of 1972.
Sinceopening fifteen years ago, approximately 25,000 patients have been seen for a
total of over 60,000 patient .visits. FMC is equipped with six examination rooms, a lab and
a dispensary. General outpatient health care is provided to Johnson County residents who do
not have access to health care for financial reasons, or to those who for reasons of confiden-
tiality are reluctant to seek health care elsewhere. A recent survey indicated that 99% of
the Clinic patient population used the service for financial reasons, although many of these
patients also sought Clinic services for confidentiality. The average income for patients is
approximately $300.00 a month, mainly from jobs without insurance benefits or long-term
security. Many patients are unemployed and seeking.work. FMC encourages patients to actively._
participate in their health care process. A wide range of educational materials are available
to patients to increase awareness and to promote preventative health practices. The staff and
volunteers provide necessary explanations and information for patients to understand their
medical problems and the treatments available.
The primary reason we have sustained our original commitment to free health care is the
dedicated participation of our volunteers. All of our physicians, medical students, nurses,
physician assistants (with the exception of two staff P.A.$), medical technologists, patient
advocates, pharmacists, pharmacy students, receptionists and coordinators are volunteers.
I Each Clinic night a staff co-director assists patients with referrals regarding medical,
financial and social service needs.
Other services include the Medication and Medical Supply Fund program established in
a194 tat ffordhthemSSthesEyeglassyAssistance eProgram nestablished s and ains19861through es for pfunding from atients who ccannot
with ament for the
Lions Club that assists with payment for purchase or repair of glasses for those who cannot
afford it; providing information and counseling to walk-ins and callers during office hours;
referrals to other agencies and general outreach within the Johnson County area; and a
scholarship fund from a private source for third or fourth year medical student volunteers.
The following service improvements have been initiated at FMC: 1) Hemophilus influenza
immunizations for children began in January 1986, financed through private donations; 2) We
serve as the alternative testing site for AIDS testing (HTLV-III) in this area, providing
counseling and referrals to all persons seeking this testing. We are also actively involved
in the work of the Johnson County AIDS Coalition, a community -wide group providing education
and services on AIDS and HTLV -111 testing; 3) In response to the financial problems of rural
Johnson County residents we have been actively advertising our services to this population;
4) Effectve Janary 1, afternooniofficeuhours are 8inoresponse etoo patient needs. e are also urs will be 9:00 a.m. to Oresadditional
ur researching and
�.
planning expansion of services during daytime office hours. 208
P-1
XaQ\ /qe.3
kd
01
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose: To provide a wide range of quality health care
seryices to our patients free of charge. The Clinic is open to everyone
who either for financial reasons do not have access to health care or who
for reasons of confidentiality are reluctant to use other medical facilities.
The Clinic serves people who do not qualify for federal, state or county
medical assistance programs.
I
B. Program Name(s) with a Brief Description of each: The Clinic provides general
out-patient health care, direct patient contact. The Lab performs in -clinic
laboratory testing and limited tests are sent out to area labs. The Pharmacy j
.. maintains and dispenses medications most often prescribed at the Clinic and _I
outside prescriptions are written for other medications. Social Services !
j includes assisting patients with needs assessments, referrals and information.
Medication and Medical Supply Fund is a voucher program assisting Johnson i
County residents who are unable to afford prescription medications, over-the-
counter medications or medical supplies. Eyeglass Assistance Fund is a voucher
_. program.to assist residents of Johnson County who are unable to afford 1
eyeglasses. Money for this program is donated by the Lion's Club. Scholarship
Fund,is from a private donation,for 3rd and 4th year medical students.
C. TeTT us what you need funding for.
We need funding to continue to provide quality health care and maintain our !-
Clinic, Lab, Pharmacy, Social Services and Medication and Medical Supply i
Fund programs. Funding for the Eyeglass Assistance Fund is from the Lion's
Club and funding for the Scholarship Fund is from a private donation.
D. Management:
1. Does each professional staff person have a written job description: j
Yes x No
2. Is the agency Director's performance evaluated at least yearly?
Yes x No By whom? Co -Workers and Board of Directors �
E. Finances:
1. Are there fees for any of your services?
Yes No x
a) If "yes", under what circumstances?
b) Are they flat sliding ?
P-2 209
c) Please discuss your agency's fund raising efforts, if applicable.
The Haunted Bookshop held a fundraiser on July 4, 1986 with proceeds
for FMC.
Our annual Chili Supper or alternative event.
We encourage patient donations and contributions.
Participation in the Hospice Road Races.
Grant applications have been submitted to the Committee on Community
Needs (Block Grant) for lab equipment; Center for Disease Control for
transmitted disease education;and Iowa State Health Department
F. Pro
ram/SsElx'v7C25y:
9 for AIDS materials. All grants are pending.
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1.
How many residents of Johnson County (including Iowa City and —
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 5552 Year 1985 Patient visits - 3288
_T9_7/_o7 Total) Other Contacts - 2264
b) Unduplicated Count 1686(Patient Visits) Total 5552
Not available for Other Contacts
2.
How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 3662 Patient Visits - 2169
Other Contacts - 1493
b) Unduplicated Count 1115(Patient Visits) Total - 3662
Not available for Other Contacts i
3.
How many residents of Coralville did your agency serve during
your last completed budget year? I
a) Duplicated Count N/A
b) Unduplicated Count N/A
4.
How many units of service did your agency provide to Johnson
County residents last year? 5552
I
5.
Please define your units of service.
Patient Visits: In-person contact. An average Clinic visit includes contact
with at least five medical or lay volunteers; i,e. receptionist, referral
worker, patient advocate, examiner, lab technologist, pharmacist and physician.
Average in-person service is 1.5 hours.
Other Contacts: Includes Phone Calls and Walk-ins for referrals, information,
needs assessments, counseling, etc. Also includes Walk-ins for eyeglass
assistance and assistance through the Medication and Medical Supply Fund.
P-3 210
i
"e,b `•`•,
/903
T
6. In what ways are you planning for the needs of your service
population in the next 5 years?
Expanded office hours and services
Wheelchair accessibility
Increased referral information
Researching dental care for low-income people
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
A major factor we deal with everyday is the constant need for volunteers.
It is particularly difficult to recruit physicians, lah workers and
pharmacists. Several factors are that the volunteer work is closely
related to what physicians, lab techs and pharmacists do on their everyday
job and the schedules of their everyday jobs often conflict with clinic
- evenings. It is really a strain on staff to find replacements in these
areas with last minute cancellations.
B. List complaints about your services of which you are aware.
We are not wheelchair accessible
We do not offer daytime medical care
Long waiting period (generally two hours)
Uncomfortable physical setting (basement location, folding chairs in
small waiting room)
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
n/a
How many people are currently an your waiting list?
n/a
10. In what way are your agency's services publicized?
Posters and brochures around the community and with other social service
agencies and churches; speaking engagements; cable TV; public service
announcements on TV and radio stations; and ads in area newspapers
targeting the rural population.
`J 211
P-4
'r
AGENCY GOALS FORM
AGENCY'NAME: Iowa.City Free Medical Clinic YEAR: FY 1988
NAME OF PROGRAM: Health Care Delivery
r
HEALTH CARE DELIVERY -
Goal: Torovide free, general out-patient health care to residents of Johnson County.
Objective A: In 1987/88 provide free health care (direct patient contact) on
Monday and Thursday evenings to an estimated 3,500 people.
Tasks: 1. Schedule Clinic evenings with 10-12 lay volunteers and 10-12
medical volunteers.
2. Provide ongoing recruiting and training for lay volunteers.
3. Provide recruiting and orientation for medical volunteers.
4. Provide Clinic evening supervision to volunteers.
5. Provide periodic in-servipe training sessions for.volunteers.
6. Publish quarterly newsletter to provide internal communication
and updated medical information to volunteers.
7. Schedule paid staff to cover the office 9:00 a.m. to 3:00 p.m.
Monday through Friday to accomplish:
a. administrative duties
b. patient follow-up
c. phone answering
d. counseling walk-in clients and providing information and referrals
e. administering voucher programs
Objective B: To provide community information and referrals for medical and i
related social services.
Tasks: 1. Maintaining current and updated referral information for which
the Clinic receives frequent requests.
2. In 1987/88, transmitting this information to an estimatea 5,900
people through phone contact, walk-ins and Clinic visits.
3. Provide educational presentations to area schools, agencies,
professionals and the Clinic's service population.
4. Developing or ordering informational materials geared towards
our patient population, and making them easily available.
Resources Needed to Accomplish Program Tasks
1. Three full-time paid staff persons.
2. One 1/4 time paid physician assistant position.
3. Two phone lines.
4. Supplies for Clinic, Lao, Pharmacy, Office.
5. Professional liability insurance. 212
1Jaitin.; root. .__ 'pace. pho!""acv __at clinic ,
spa c_� _ .
Losc of Proaram: FY 1985: $90468 �qa3
AGENCY GOALS FORM FY1988
Iowa City Free Medical Clinic
Page 2
NAME OF PROGRA14: Medication and Medical Supply Voucher Program
14EDICATION AND MEDICAL SUPPLY VOUCHER PROGRAM
assistance tof
Goal: To cannotvide emerenc
needed medications or medicalssuppliesson County who
Objective A: froprovide
r9 ideavouchers forpmma�Monday throughcation �Fridaycal Ppl�es
Tasks: 1. Maintain contact with Iowa City and Coralville
pharmacies.
2. Cooperate with medically oriented agencies and
agencies serving the needs of low-income residents
of Johnson County.
3. Maintain a record keeping system.
4. Maintain a resource list of Johnson County agencies
s�'for referrals.
6 paid staff to
.J Schedule Friday,
aprogram 9:00 a.m.
to 300p.m. Monday through
Resources Needed to Accomplish Program Task,
1. Three full-time paid staff persons.
2. Supplies.
3. Phone line.
4. Professional liability insurance.
6. Administrative space (FMC office).
Cost of
FY 1988: $1,637.00
AGENCY GOALS FORM FY 1988
Iowa City Free Medical Clinic
Page 3
NAME OF PROGRAM: Eyeglass Program
EYEGLASS PROGRAM
Goal: To provide assistance to residents of Johnson County who cannot afford
purchase or repair of eyeglasses.
Objective A: To provide vouchers for eyeglass purchase or repair
.from 9:00 a.m. to 3:00 p.m. Monday through Friday.
Tasks: 1. Maintain contact with Iowa City and Coralville optometrists.
2.. Cooperate with agencies serving the needs of low-income
residents of Johnson County.
3. Maintain contact with the Lions Club, providing
statistical information and updates on the program.
4. Maintain a record keeping system.
5. Maintain a resource list of agencies and eye care
assistance programs for referrals.
6. Schedule paid staff to operate the program 9:00 a.m.
to 3:00 p.m. Monday through Friday.
Resources Needed to Accomplish Program Tasks
1. Three full-time paid staff persons.
2. Supplies.
3. Phone line.
4. Administrative space (FMC office).
Cost of Program (Does not include minimal administrative cost)
FY 1988: Zero*
*We are currently negotiating with the Lions Club for a minimum of $2,000.00
a year to finance this program. If funding is not available from the Lions
Club or another private source, the program will be discontinued.
�'k
`i
214
I
h�
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
`1 JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
CHECK YOUR AGENCY'S BUDGET YEAR
7
DIRECTOR: Dr. Nelson Logan
efta
AGENCY NAME: Special Care Clinic 1 and
ADDRESS: 5251 DSB, Univ. of Iowa
PHONE: 353-8771
COMPLETED BY: Dr. H war Cow n
APPROVED BY BOARD:
uthor d ignature
on
date)
1/1/86 - 12/31/86
4/1/86 - 3/31/87
7/1/86 - 6/30/87
10/1/86 - 9/30/87
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Our agency is composed to two programs which work together to provide dental
services. The Geriatric Mobile Dental Program provides comprehensive dental care
to residents of 27 long-term care facilities in eleven counties surrounding and including
Johnson County. The program now serves four nursing homes in Johnson County, with
a fifth to be added this winter. The Mobile Dental program operates on a rotational
schedule with approximately 18 to 24 months elapsing between a visit to each facility.
To maintain continuity of care, a preventive maintenance program (i.e. cleaning and
fluoride treatments, etc.) is offered to participating nursing home residents every
6 months.
The Special Care Clinic (SCC) provides complete dental services by a specially
trained staff at the University of Iowa College of Dentistry. It is designed especially
for the care of the elderly and medically and mentally complex adult. Assistance
is provided in arranging transportation and financial support for the patients if
needed.
(continued on Page la)
Local Funding Summary:4/1/85 - 4/1/86 - 4/1/87 -
3/31/86 3/31/81 3/31/88
United Way of Johnson County°a°„;"n;t,d";iwA" $ 2000 5 3000 $ 2500
FY 86 FY 87 FY 88
City of Iowa City SpAGEm�r I 5 5 I $
Johnson County SEPAGEo9 t
5
I S
5
City of Coralviile S S S
215
/'7403
I t
-1
These programs are operated by the College of Dentistry and are staffed by a
faculty dentist, dental assistants, a hygienist and approximately 44 senior dental
students on a rotational schedule. Fixed fees are charged for each dental procedure
to cover clinical materials, supplies and dental laboratory costs. It has been our
experience that some nursing home residents and Special Care Clinic patients cannot
afford needed dental treatment and are not eligible for Title XIX (Medicaid) funding.
Therefore, we are requesting United Way funds to provide dental care to the residents
of the 4 participating Johnson County nursing homes and patients seen in the Special
Care Clinic who could not otherwise afford to have needed dental treatment.
216 11�
AGEYCI: Geriatric Nobile Dental Program/
Soecial Care Clinic
EUC+ET SUFI"F"nY
Enter your Agency's Budget Year
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
7/1/85-6/30/8
7/1/86-6/30/8
8/1/87-6/30/8
1. TOTAL OPERATING BUDGET (Total a + b)
$4,592.00
$4,835.00
$4,555.00
Calm from I Ina
a. Carryover Balance om+au. coi=
2,280.00
1,741.00
1,835.00
b. Income (Cash)
2,312.00
3,094.00
2,720.00
2. TOTAL EXPENDITURES (Total a + b)
2,851.00
3,000.00
2,500.00
a. Administration
0
0
0
b. Program Total (List programs below)
2,851.00
3,000.00
2,500.00
Dental Services
2,851.00
3 000.00
2,500.00
3. ENDING BALANCE (Subtract 1 - 2)
1,741.00
1,835.00
2,055.00
4. IN-KIND SUPPORT (Total from Page 5)
S. NON-CASH ASSETS
Notes and comments:
2
Z11
INCOME OETAIL
Geriatric Mobile Dental Prograr
AGENCY: Special Care Clinic
INotes and conments:
o,o
ACTUAL
LAST YEA
THIS YEAR BUDGETED ADMIN.
PROJECTE NEXT YE
PROGnAM
FROGRAM
I. Local funding sources(List below 2253.00
2874.00
2500.00
2500.00
a. Johnson County #r `
b. City of Iowa City v,y.
C. United Way
2253.00
2874.00
2500.00
2500.00
d. City of Coralville
e.
f.
2. State,Federal,Foundations (List)
a.
b.
C.
d.
3. Contributions/Donations
59.00
100.00
100.00
100.00
a. United Way Designated Giving
59.00
100.00
100.00
b. Other contributions
100.00
4. Special events(List below)
120.00
120.00
120.00
I.C. Striders Hospice
a•Road Race
120.00
120.00
120.00
b.
C.
5. Net sales -services
6. Net sales -materials
7. Interest income
8. Other(List below,including misc.)
a.
b.
C.
TOTAL INCOME (Show also on page 2,
line lb)
2312.00 3094.00 2120.00
2120.00
INotes and conments:
o,o
I
EXPENDITURE
Geriatric Mobile Dental Program/
AGENCY: Special Care Clinic
ciy
i 4
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
.
PROGRAM
1
PROGRAM
2
1. Salaries
2. Employee benefits b taxes
3. Staff development
4. Professional consultation
S. Publications/Subscriptions
6. Dues 6 Memberships
7. Rent
8. Utilities
9. Telephone
0. Office supplies b postage
1. Equipment purchase b rental
2. Equipment/Office maintenance
3. Printing 8 publicity
4. Local transportation
5. Insurance
6• Audit
7. Interest
8. Other (specify):
Direct assistance o in igen
.9.atients
2851.00
3000.00
2500.00
2500.00
0.
21.
22.
TOTAL EXPENSES (Show also an
page 2,line 21
2851.00
3000.00
2500.00
2500.00
Notes and comments:
ciy
i 4
P-1
Agency: GERIATRIC MOBILE UNIT
r AGENCY HISTORY
t
i (Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
! past and current activities and future plans. Please up -date
annually).
The Geriatric Mobile Dental Program began providing dental care to the residents
of nursing homes and county care facilities in 1980. The program was developed to meet
an unidentified need for routine and preventive dental care for elderly institutionalized
persons. One major advantage of the Mobile Dental Program is that it takes dental care
to the patient, thus avoiding the problem of transporting patients to a dentist's office.
The program currently serves 26 long term care facilities in the 11 counties surrounding
Johnson County. The program serves 4 nursing homes in Johnson County and we are in
the process of negotiating with a fifth home with 67 beds.
For the time period August 1980 to March 1982, the Geriatric Mobile Dental Unit
(GMU) visited 20 long-term care (LTC) facilities with a total of 1,318 residents (260
from Johnson County). A total number of 1,277 (97%) residents were screened from which
we recommended 65% would benefit from some dental treatment. Only 32.9% had the needed
dental work completed (with 81 residents from Johnson County).
Between May 1984 and May 1986 the Geriatric Mobile Dental Unit (GMU) visited 26
long term care (LTC) facilities. Approximately 1500 residents were screened. We recommended
1072 would benefit from some dental treatment. Of those 1072 recommended for treatment,
732, or 69%, were treated. Within Johnson County, 259 LTC residents were screened. r
206 of those residents were recommended for dental treatment, with 65% or 132, receiving
treatment.
Residents of LTC facilities pay for their care from various sources. Overall,
we found that 50.6% are private pay, 34.1% are Title XIX eligible, 14.9% are supported
by the county and 0.4% are from other sources. In Johnson County alone, 57% are private
pay. The dollars allocated to the GMU from United Way are for those 57% to provide
needed dental care should their limited resources be unable to afford it.
The Geriatric Mobile Dental Program operates on a rotational schedule and usually
remains at each facility for approximately four weeks. However, the exact length of
stay is determined by the number of patients to be treated and the amount of time needed
to complete the dental treatment. Due to the high demand for the services of the Geriatric
Mobile Dental Program, there is an 18 to 24 month interval between visits to a given
facility. Therefore, to maintain continuity of care, a preventive dental treatment
appointment is provided for participating nursing home residents at 6 month intervals.
This preventive portion of the program was initiated in August, 1983.
The -Special Care Clinic is available at the College of Dentistry. It is a special
dental clinic for the convenience of the older or medically compromised adult. This
clinic is available for any patients from the Geriatric Mobile Unit (GMU) in need of
emergency care during the interim period if the GMU staff would be unable to deliver
the care. The clinic provides dental services in a caring environment where we give
individual attention to special adults. In addition, we coordinate transportation,
work with social workers and agencies to coordinate services for our patients. This
past year United Way funds assisted 8 of our Johnson County clinic patients.
The major objective of the GMU and SCC program is to provide needed dental care
to an underserved population. In addition, the programs educate senior dental students
to provide dental care to nursing home residents using mobile/portable dental equipment.
This educational approach is based on the belief that if practicing dentists are to u
be engaged in treating institutionalized elderly people, they must be given experience 220
in working with these special patients and in providing dental treatment outside of
his/her own office setting. P-1
,I
' ACCOUNTABILITY QUESTIONNAIRE
�i A. Agency's Primary Purpose:
home residents and fra
The purpose of the il elderly who are
Geriatric Mobile Dental Program and the Special Care Clinic
is to provide dental arrdentale to ucare
"isolated" from reg
ul
I.
provides compeehens servestfouranursing I
B. Program Name(s) with a Brief Description of each:ive t
The Geriatric Mobile DentalProgram
facilities. Thep g !I
I residents of 26 long- i
homes in Jdhnson County. and the medically and emotionally
The Special Care Clinic serves frail elderly
complex adult.
for. homes and in the
C. Tell us what you need funding able.
We are requesting funding to support patients in nursing
care and are not Medicaid elig
community who cannot afford needed dental
p, Management:`
I, rofessional staff person have a written job description:
Does each p
Yes R No early?
Director's performance evaluated at least Y
2, Is the agency By whom?
Yes X — N0
E. Finances:
Of our services?
I, Are there fees for any Y
Yes No —� patient
a) If eyes", under what circumstances?
Fees for each in eiofdDentistrYlfeervice i
schedule�harged to each p
using
b) Are they flat X sliding —? 221
P-2
X903
T
c)• Please discuss your agency's fund raising efforts, if applicable.
N/A The program is self-supporting
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including o aCityand
Coralville) did your agency serve during ycompleted
budget year?
a) Duplicated Count N/A Year 7-85 to 6-86
b) Unduplicated Count 339 people screened
2. How many residents of Iowa city did your agency serve during
your last completed budget year?
a) Duplicated Count N/A
b) Unduplicated Count 217
3 How any residents
f Coralville
year? did your agency serve during
your
a) Duplicated Count N/A
b) Unduplicated Count 82
4. How many units of service did your agency provide to Johnson
County residents last year? 650
5. Please define your units of service.
A specific dental procedure is the unit of service for the above
count (for example: examination, filling, cleaning, extraction, etc.)
n
n
i 6. In what ways are you planning for the needs of your service
population in the next 5 years?
The preventive maintenance program at six month intervals will continue
for the Geriatric Mobile Unit and Special Care Clinic. For Geriatric
Mobile Unit residents needing emergency dental care during the interim
i when the Geriatric Mobile Dental Unit is elsewhere, may be seen in
the Special Care Clinic in the College of Dentistry.
7.
Please discuss any other problems or factors relevant toyour
agency's programs, funding or service delivery.
The trend in Johnson County is for an increase in acceptance of care
and an increase in the number of homes participating in our program.
We are adding an additional Johnson County Nursing Home to the
Geriatric Mobile Dental Program's schedule which will increase the
number of nursing homes served in the county to 5.
L
8.
List complaints about your services of which you are aware.
None that we are aware of.
III
9.
Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?,
i
j„
f
How many people are currently on your waiting list?
10.
In what way are your agency's services publicized?
a) Through written and oral contact (by the program coordinator) with
the administrators of long-term care facilities within our service
area.
b) Several articles have been published in local newspapers concerning
the program.
c) A brochure is used to explain the program to patients, their
families and their financially responsible parties.
d) Our brochures are available in the Family Practice Department
of the University of Iowa and the Special Support Services office
at the University of Iowa and at the Senior Center.
e) We provide a dental screening at the Johnson County Senior Center
during their annual Health Fair. 223
AGENCY GOALS FORM
Name of Program: Geriatric Mobile Dental Program Year: 1987-88
Goals: The major goals of the Geriatric Mobile Dental Program are:
1) to provide comprehensive dental treatment to frail elderly and medically
complex residents of Johnson County and to the residents of long-term care
facilities who have an accumulation of dental problems because of their
inability to seek and receive regular dental care.
2) to educate senior dental students to provide dental treatment to institutionalized
elderly persons who have multiple medical disorders and physical mobility
py problems.
Objectives:
a
1) To improve oral health among an underserved population.
y 2) The long-term benefits of this program are to produce a generation of dentists
who will be familiar with the oral health problems of nursing home residents
and will have experience in dealing with those problems.
tal
9) toThe
irectlthemobility
patient, rather nthan utransporting nit itself lthe spatient todental rthe oCollege be eofdDentistry
or a private office.
4) Since portable dental equipment is utilized inside the nursing home, the
residents can avoid exposure to cold weather and other problems associated
with transportation. In addition, the dental students will learn to utilize
the mobile/portable equipment to provide dental care to patients who are
unable to receive treatment in a traditional office setting.
5) The dental student will gain experience in treatment planning for patients
with multiple medical disorders and associated drug therapy.
6) Students will learn to develop "rational" (vs. ideal) treatment plans based
on the individual needs of the geriatric patient.
7) The student will become aware of the operation of nursing homes so that
s/he can provide treatment without disrupting the day-to-day routine in
the facility.
8) The dental students will learn to consider the patient's motor abilities,
mental status and drug therapies in sequencing and length of appointments.
9) Students will become accustomed to delivering dental care outside of private
offices under less than ideal conditions.
Tasks: The facilities and equipment in the Geriatric Mobile Dental Unit will allow
a wide variety of dental treatment procedures to be performed. Examinations,
x-rays, preventive dental care, routine fillings, crowns, root canal therapy,
minor oral surgery, construction of dentures and denture repairs are provided
to nursing home residents and homebound elderly and medically complex residents
of Johnson County.
224-%
Resources:
Personnel:
One full-time dentist (with faculty appointments in College of Dentistry)
to supervise the senior dental students
One full-time dental assistant
One full-time dental hygienist
One full-time program coordinator
Five to six senior dental students are assigned to the program for 4-5 week
rotations.
Two senior dental hygiene students are assigned to the program for approximately
8 weeks per semester.
Facilities and Equipment:
Geriatric Mobile Unit
One 25 foot trailer with wheelchair ramp which contains one dental operatory,
panoramic -type X-ray machine, and a small prosthetic laboratory.
Three portable dental chairs and associated dental operating carts assembled
within each facility.
Special Care Clinic
Six dental operatories, X-ray facilities, a prosthetic laboratory and a waiting
room
6o4�
225
/9403
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR: John Watson
AGENCY NAME: Goodwill Industries of SE
ADDRESS': 1410 First Avenue low
PHONE: (319) 337-4158
COMPLETED BY: lamera Erb
APPROVED BY BOARD. LN
authorized signature
CHECK YOUR AGENCY'S BUDGET YEAR on 7-10-86
date
1/1/87 - 12/31/87 X
4/1/87 - 3/31/88
1/1/87 - 6/30/88
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Program 1 Work adjustment training: "Teaching the work ethic." Helps
each, participant acquire the basic work habits, positive work attitude, and
appropriate behaviors necessary to obtain and maintain employment.
Program 2 Client employment: Client employment, a sheltered employment -
program, is usually long-term. A typical participant has completed work
adjustment training, but because of severity of handicap, lack of incentive, r
job availability, or other significant barriers, is not ready for competitive
employment.
Program 3 and 4 Job placement: Assistance in locating, obtaining and
keeping a job in the community.
Local Funding Summary: 4/1/85 - 4/1/86 - 4/1/81 -
3/31/86 3/31/87 3/31/88
United Way of Johnson County e:;v�EE,ana{�i@a S 35,500 S 36,500 $ 40,000
FY 86 FY 87 FY 88
City of Iowa City SvuE°i°a T I S N/A S N/A $ N/A
Johnson County S[vADaUDGET S N/A S N/A $ N/A
`.J
City of Coralville I S N/A I S N/A E $ N/A
1
`I
EUCSET SU61Mu.Y
AGE17C'l: Goodwill Industries of SE Iowa
ACTUAL
LAST YEAR
THIS YEAR
BUDGETED
Enter your Agency's Budget Year
1,600,052 1,565,791
PROJECTED
NEXT YEAR
282,013 325,644
1985
1986
1987
1. TOTAL OPERATING BUDGET (Total a + b)
1,935,462
1,964,622
47,100
a. Carryover Balance m Iauucoi=
35,600 44,712
53,586
2,075,427
15,070 43,627
55 836
20,157
23,187
2. TOTAL EXPENDITURES (Total a + b)
1 882 065 7 891 435
2,006,040
a. Adninistration
1,600,052 1,565,791
1,652,218
1 b. Program Total (List programs below)
282,013 325,644
353,822
work ad'ustment
183 464 187,518
198,329
client employment
47,879 49,787
47,100
J placement --Iowa City
35,600 44,712
53,586
job placement --Cedar Rapids
15,070 43,627
54,807
2 2. c. Appropriations to Land, Building
33,240 50,000
50,000
and Equipment Fund
3. ENDING BALANCE (Subtract 1 - 2) - 2c
20,157 23,187
19,387
4. IN-KIND SUPPORT (Total from Page 5)
-0-
3 S. NON-CASH ASSETS
869.452 970 00
1 7 00.000
Notes and comments:
i 1. In reviewing expenditures you will note an
year's proposals.
inconsistency in comparison
with prior
program
costsforprogram. Allshown s
overhead has sbeenlyleftinnclue direct
expenses.(In past
inothislproposalverhea
administrative
had beebetter
reflectnthelactivityoinaeacech
hrprogram.
2. Appropriations for capital expenditures.
3. An equipment grant from the Department of Vocational Rehabilitation for
$127,000 of renovation in Iowa
$16,850 and
City through a CDBG grant account for the
in non-cash assets from 1984 to 1985. The increase from
increase
projected 1986
in non-cash assets relates to the planned purchase of the Cedar Rapids
to 1987
property.
2
227
INCOME OETAIL 1985 1986 NRCY: Goodwill Industries of SE Io
�,%Q�\ 3 /q03
ACTUAL
LAST YEA
THIS YEAR
PROJECTE
BUDGETED
NEXT YE
ADMIN.
Manage 8
General
Self -
SUpoort
1. Local funding sources(List below
79,123
a, Johnson County .'
NA
NAPN/A
b, City of Iowa city
c, United Way Johnson Co.
36.252
39,123
N/A
N/A
N/A
N/A
d. City of Coralville
N/A
NIA
e. United Way of East Central
23 870
24,870
40,000
Iowa
f.
2. State,Federal,Foundations(List)
57,372
51,480
16,000
nusry
a. Federal- Projects with
31,807
33,633
16,000
b• State- MH/MR/DD grant
8 902
9.8061
-0-
c• M
8.041-0-
d (Threshold)
3. Contributions/Donations
8,338
5,543
6,627
5,750
5,750
a. United Way Designated Giving
844
1,356
1,400
523
523
_
b. Other contributions
7,494
4.187
5,227
5,227
5,227
4. Special events(List below)
4,167
4,925
5,450
5,450
5,450
I.C. Striders Hospice
a•Road Race
212
425
450
450
450
b. Membership drive
3. 955
4.5001
5.000
5,000
5,000
C.
S. Net sales -services
645 261
664,555
677,980
6. Net sales -materials -see footnote1,080,390
1 130 960
1,239,840
1 239,840
1,239,84
7. Interest income
6,800
7,000
7,000
7,000
8. Other(List below.including mV2,
19,080
20,220
20,2201
200,22220
a. Rent income
19.080
20.220
20.220
20,220.
b.
C.
TOTAL INCOME (Show also on page line lb)
1,944,465
,052,240
1,278,260
38,420
1,239;
Notes and comments: 228
�,%Q�\ 3 /q03
'r
■
AGENCY: Goodwill Industries of SE Iowa
Footnote to Income, Line 6:
Sales - Materials
The following is a more specific breakdown of Income, Line 6:
Store Sales
General Contract
Federal Building - Iowa City
Federal Building - Cedar Rapids
Container Project
Food Service
Salvage
Miscellaneous
TOTAL SALE
1985
420,540
188,238
102,452
75,217
230,629
43,264
15,327
4,723
1,080,390
3 -Footnote
1986
501,200
118,000
105,380
70,380
275,000
44,500
16,500
-0-
1,130,960
1987
593,690
120,000
105,350
71,300,
285,000
45,700.
18,800
-0-
1,239,840:
229
!1CO:"E DETAIL (Continued)
Work
AGcNCY:
Goodwill Industries of SE I
P acement
Adjustment
Emp
P loyyment
ICb
CR
PROGRAM
1
PROGRAM
PROGRAM
PROGRAM
1. Local funding sources(List below)
2
3
q �
a, Johnson County
39,123
40,000
b. City of Iowa City
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
c. United Way Johnson Co.
d, City of Coralville
39,123
N/A
N/A
N/A
N/A
e. United Way of East Central
f
40,000
2. State,Federal,Foundations(List)
a. Federal- Projects with us ry
8 000
8,000
b• State- MH/MR/DD grant
8 000
8 000
C- Johnson Co. - MH/MR/DD rant
d T res o
3. Contributions/Donations
a• United Way Designated Giving
877
b. Other contributions
877
4, Special events(List below)
1.C. tri ers Hospice
a•Road Race
b. Membership drive
i
398,460 279,520
1 6. Net sales -materials
j 7. Interest income
d1` 8. Other(List below,including misc.
a. Rent income
b.
K
rC.
j TOTAL lNCOhIE (Show also on pace 2,
line 1b) 398,460 279,520 48,000
Notes and comments:
1
i
3a
230
/yos
AGENCY;
1985 1986
Goodwill Industries of SE Iowa
1987
4CTUAL
;ST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
Total
ADMIN.
Managemen
& General
Self -
Support
221,943
1,217,140
1,289,900
1,009.049194,187
814,862
136, 902
138,805
152,880
111,20
29,128
82,081
3,692
4,000
4,000
2,000
2,000
10,175
23,660
10,400
10,400
10,400
563
360
360
360
360
25,732
26,350
26,770
26,170
25,970
200
127.20
141.450
91.8108
0
91.810
53,804
57,170
67,050
63,350
63,350
16,743
18,600
19,500
19,500
3,000
16,500
27,505
17,720
19,100
19,100
6,500
12 600
12,620
22,785
16,200
79,200
79,200
7
80,019
76,160
78,120
78,120
78
12,594
12.840
13.000
2,415
1,410
19 476
2.g nnn
24 nnn
)A nnn
1-244
24.000
882,065
1,891,435
2,006,040
1,652,218
283,045
1,369,17
ncrease from 1985 to 1986 in professional consultation re-
survey known as "CARF," and the assistance of a professional '
onsultant for the 1987 capital fund drive.
The increase in interest expense from 1986 to 1987 reflects our plans to purchase the
4
EXPENDITURE DETAIL (Continued) AGENCY: Goodwill Industries of SE Iowa
Work Client Job Placement
nd:...m.,.,. Emnlnvmpn4
Notes and comments:
4a 9a3
PROGRAM
1
PROGRA14
2
PROGR i4
3
'PROGRAM
4
I
1. Salaries
165,536
28,745
43,013
43,557
2. Employee benefits & taxes
5.055
5-773
6.450
3. Staff development
4. Professional consultAMP
500
500
500
500
S. Publications/Subscriptions
6. Dues & Memberships
200
200
100
100
I
7. Rent
8. Utilities
1,950
350
700
700
9.. Telephone
10. Office supplies & postage
11. Equipment purchase & rental
12. Equipment/Office maintenance
13. Printing & publicity
14. Local transportation
2,500
2,500
3,500
3,500
15. Insurance
16. Audit
17. Interest
18. Other (specify): other
supplies
19 wage supp emen
Client transportation and
3,250
9,750
-0-
-0-
20• Annual tino
21. Building maintenance/repair
22.
TOTAL EXPENSES 3Aor.t0 line
Wow Z. 0 i
198,329
47,100
53,586
54,807
Notes and comments:
4a 9a3
<J
Iowa
Goodwill Industries of SE
lou; 11��FGNCY: 1967
etucn e,ol,netlon of ,ny clfference
between amul,ny,v„l,eie no,ctu,l septa pawACTUAL
SALARIED POSITIONS
Position Title / Last Name FTE'
Last (This I Next
Year Year Year
LAST YEAR
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
"o
CHANGE
See attachment.
Total Salaries Paid
1,221,943
1,217,140
1,289,900
5.98%
• Full -tin eouivUMt: 1.0 • Full-tpu:.5 • Iplf-Hee: etc.
RESTRICTED FUNDS (Complete detail,Forms 7 d 8
Restricted by: Restricted for:
Board Land, building, equip en:
Board/Donor Booker Memorial
34,116
8, 500
10.000
298
750
1,650
MATCHING GRANTS
Grantor/Matched by:
RESB/Goodwill 80%/20%
21,598/
5,400
13,480/
3,370
----
City Development Block Grant
205,335
127,000
-0-
IN-KIND SUPPORT DETAIL
Services/Volunteers
N/A
N/A
N/A
Material Goods
N/A
N/A
N/A
Space, utilities, etc.
N/A
N/A
N/A
Other: (Please specify)
N/A
N/A
N/A
5
Lia
Salary Adjustment N/A
Client wages N/A
Other wages N/A
-0-
468,371
41.859
1,221,943
FTE
1
7.75
19.40
2
2
3.70
1.00
1.00
3.00
2
.50
.25
4
53.60
1986
Projected
35,782
24,713
19,240
22,431
20,469
17,225
15,524
122,190
244,497
21,692
21,664
46,084
10,610
8,800
31,611
20,322
6,005
0,542
4,405
31,334
733,140
.0-
472,000
12,000
1,217,140
M
1987
Percent
FTE
Budgeted _
FTE.
v
1
37,714
1
5.40'
1
24,713
1
-0- '.
1
19,914
I
3.505
1
23,493
1
-4.73:
1
20,469
Goodwill Industries of SE
Iowa
1
17,827
13,495
Schedule of Positions and
Salaries
for Agency
Staff
7.75
123,903
7.75
Current
Approved
256•,755
20.50
'5.0314
F. T.
Range
,1.875
1985
1.75
23,453
Position/Title P.T.•
Minimum
Maximum
Actual
3.50
11/A
Executive Director
No Range
--
33,349
1
9,100
Associate Director
17,652
- 24,713
22,646
-3.60
-
Cedar Rapids Direc to
17,652
- 24,713
16,518
.50
6,690
Controller :
20,706
- 28,988
24,085
-
163.761
Custodial Svs. Manager
14,621
- 20,469
19,332
3.40
32,267
Donated Goads Manager
14,621
- 20,469
16,161
57.275
7.201
Administrative Asst.
13,263
- 18,568
1005
--
472,000
--
4-
,14,599
--
(16.67)
Counselor
13,927
- 19,498
110,088
Instructor Supervisor
5.08
- 7.42
243,743
_
.Truck Driver
4.82
- 6.75
21,370
Semi Driver. _
5.08 -
7.11
23,080
Fed. Bldg. Custodian
N/A
47,342
Bookkeeper
3.99 -
5.59
14,010
Bodkeeping Clerk
3.99 -
5.59
11,192
i
- Material Handler
3.99 -
5.59
26,408
Cashier
3.65 -
5.11
19,702
Donation Attendants*,
3.65 -
5.11;
6,235
,
Job Coaches!
5.08 -
7.11
-0-
Electrical Technician-
3.99 -
5.59
3,297
Asst. Store Managor
3.99 -
5.59
38.056
Total Staff �,
711,713
Salary Adjustment N/A
Client wages N/A
Other wages N/A
-0-
468,371
41.859
1,221,943
FTE
1
7.75
19.40
2
2
3.70
1.00
1.00
3.00
2
.50
.25
4
53.60
1986
Projected
35,782
24,713
19,240
22,431
20,469
17,225
15,524
122,190
244,497
21,692
21,664
46,084
10,610
8,800
31,611
20,322
6,005
0,542
4,405
31,334
733,140
.0-
472,000
12,000
1,217,140
M
1987
Percent
FTE
Budgeted _
FTE.
Incr./Oecr,
1
37,714
1
5.40'
1
24,713
1
-0- '.
1
19,914
I
3.505
1
23,493
1
-4.73:
1
20,469
1
-G-
1
17,827
13,495
1
16,067
1
3.50:
7.75
123,903
7.75
1.41
19.40
256•,755
20.50
'5.0314
1.875
21,618
,1.875
(.06)1
1.75
23,453
-1.65
8.26%
3.50
46,548
3.50
11/A
1
10,991
1
3.59%
1
9,100
1
3.410.
3.25
35,494
-3.60
12.2d%
2.25
29,926
3.50
47.26%
.50
6,690
.50
11.41%
.85
22,530
2.00
163.761
.45
4,363
,.4U
(.95)1
3.40
32,267
3.50
2.98
53.975
785,900
57.275
7.201
22,000
--
1005
--
472,000
--
4-
10,000
--
(16.67)
1,289,900
5.98
N
AGENCY: Goodwill Industries of SE Iowa
Explanatory Note to Schedule of Positions and Salaries for Agency Staff:
Staff salary increases approved for 1986 were: 3�1 step increase on the
anniversary date of employment, with the exception of employees at the top
of the range, and a 2% across-the-board increase on January 1, 1986. For
1987 the board approved the 3�% step increase and 3% to be used for selected
salary upgrades.
Annual salary increases from 1986 to 1987 range from 3�% to 4%, the
difference caused by timing of step increases for each individual.
In addition, the following are explanations regarding significant
deviations from the annual percentage increase:
Position % Change Explanation
Counselor 1.41% New PWI counselor, new 3/4 counselor at
Instructor/Supervisors
Truck driver
Semi driver
J
I
191
Material handler
Cashier
Donation attendant
Job coaches
Electrical technician
Assistant managers
Positions funded by grants include the two PWI counselors and two Threshold
counselors. The two job coach positions are assigned to the placement programs
and will be involved in supported work services.
5a -Footnote
235
,o - �9os
-I
lower salaries.
i
5.83%
Cafe and Contract I/S vacancies
during 1986. f
(.06%)
i
New driver at lower wage, less hours
in winter.
8.26%
Vacancy during 1986; part-time driver at
higher wage.
12.28%
New 60% FTE material handler.
47.26%
Two new 3/4 time cashiers for Washington
store.
11.41%
Extra hours budgeted for 1987.
163.76%
Two half-year 3/4 time in 1986 to
two full-time, full -year in 1987.
Fewer hours in 1987.
2.98%
Two replaced at lower wages.
Positions funded by grants include the two PWI counselors and two Threshold
counselors. The two job coach positions are assigned to the placement programs
and will be involved in supported work services.
5a -Footnote
235
,o - �9os
-I
BE:iEFIT DETAIL
AGENCY: Goodwill Industries of SE I%
TAXES AND PERSONNEL BENEFITS
ACTUAL
LAST YEAR
•THIS YEAR BUDGETED
(List Rates for Next Year)
PROJECTED NEXT YEAR
TOTAL
136,902
138,805 152,880
FICA 7.15 % x $1,012, 08
68 1
7 175 2 38
Unemolovment Como. -X x S 852
4 343
18 920 25 580
Worker's Comp. 1.98 % x S 920,960
17 370
---32-L_730
18 620
Retirement N/A % x S N/A
N/A
Health Ins. S t 68 Per mo.: i
161 pe r mo.: Tamfamill y
NA A
20 089
22 680
577,785
23.700
DisabilityIns. 2.25 % x S x 60%
6 470
7 440
7 800
Life Ins. I S 450 per month
Other N/A % x N/A
Nia % x S N/A_
Now far below the Salary Study Committee's
recommendation is your director's salary?
-0-
-0- -0-
Sick LeavePolicy: Maximum Accrual �gp hours
Months of Operation During Year: 12
days per year
—RTA -days per year for year_ to _�
Hours of Service: 8:00-4:30 M - F
Vacation Policy: Maximum Accrual 160 hours
Holidays:
10 days per year for years T—to 1
2— days incrgabse
per year =to _
ears
11 days per year.
wi maximum o ays per y
r
Work Week:
Does your staff frequently
How do you compensate for overtime?
work more hours per week
than they were hired for?
time off none
X Yes No
_X time and other (specify)
a half pay
DIRECTOR'S POINTS b RATES STAFF BENEFIT POINTS
Comments:
Retirement - 1_ -:../Mon. Minimum Maximum
Health Insurance 10 1 63/Mon. 10 in
Disability Ins. 1 1 43 Mon. 11
1
1Mon. _
Life Insurance 2 �I I
'p
Dental Ins. 2 1 12 Mon. 2
Vacation Days 20 20 Days 19—
_20
Holidays =Days
Sick Leave 12 12 Days 119 ?
POINT TOTAL 57 47 57
6 236
Eo��� X903
T
OPTIONAL BUDGET FORM
AGENCY: Goodwill Industries of SE Iowa n icate 1
applicable)
DETAIL OF RESTRICTED FUNDS
(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund Booker Memorial Fund
1. Restricted by: Board of Directors/Donor
2. Source of fund: bequests/memorials
3. Purpose for which restricted: scholarship fund
4. Are investment earnings available for current unrestricted expenses?
_Yes X No If Yes, what amount:, N/A
5. Date when restriction became effective: July 1985
6. Date when restriction expires: N/A
7. Current balance of this fund: $517 at 9-30-86
B. Name of Restricted Fund N/A
1. Restricted by:
2. Source of fund:
J3. Purpose for which restricted:
4.. Are investment earnings available for current unrestricted expenses?
Yes _No If Yes, what amount:
5. Date when restriction became effective:
6. Date when restriction expires
7. Current balance of this fund: _
C. Name of Restricted Fund N/A
1. Restricted by:,
2. Source of fund:
3. Purpose for which restricted:
4.. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
5. Date when restriction became effective:
6. Date when restriction expires:
7. Current balance.of this fund: 237
7 /9e3
AGENCY: GOODWILL INDUSTRIES OF SE IOWA Ocr anal Budget con
DETAIL OF BOARD DESIGNATED RETEP.VES ifnapplicable)
(For Funds 'Which Are Not Donor Restrictea)
A. Name of Board Designated Reserve: Goodwill Equity Account
I. Date of board meeting at which designation was made: probably 1966
i
2. Source of funds: appropriations rent income gifts sale of property
a
3. Purpose for which designated: land, building and equipment projects
4. Are the investment earnings available for current unrestricted expenses?
Yes gNo If Yes, what amount: N/A j
f
5. Date board designation became effectiveti probably 1966 N/A
expires' /
6. Current balance of this fund: x,685 .9/30/86
i
B. Name of Board Designated Reserver Nig
1. Date of board meeting at which designation was made: `
2. Source of funds:
1
3. Purpose for which designated:
1
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
S. Date board designation became effective: _ expires'
b. Current balance of this fund:
C. Name of Board Designated Reserve: N/A
1. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
_Yes No If Yes, what amount:
5. Date board designation'became effec:iva;
expires;
6. Current balance of this fund:
238
8
of
Agency: Goodwill Industries of SE Iowa
AGENCY HISTORY
(Using this pageonly, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
Goodwill Industries of Southeast Iowa was established in Iowa City in 1965 to provide
rehabilitation, training and employment services to persons with disabilities and
other disadvantaged persons who may experience barriers to competitive employment.
The Goodwill program is designed to encourage and enhance dignity, self-respect and
social and economic independence.
The need for an organization like Goodwill Industries was recognized in the early
1960's by the local Association for Retarded Citizens and area professionals. In the
spring of 1965, the Iowa City Kiwanis Club began early organizational efforts, and
Goodwill Industries was incorporated on November 24, 1965. Goodwill first opened its
doors in early 1966 in the former Montgomery Ward building in downtown Iowa City. In
1968 Goodwill moved to a new 32,000 sq, ft. facility on First Avenue. A retail store
in Cedar Rapids was opened in 1967 and training programs began there in 1973.
The Iowa City/Cedar Rapids Goodwill Industries was one of the first organizations in
Iowa to be fully accredited by the Commission on Accreditation of Rehabilitation
Facilities in 1977. It has maintained the highest level of accreditation by CARF ever
since and was one of the first in the nation to be accredited in the area of Programs
in Industry earlier this year. Goodwill has ranked first in the state in job place-
ments the.past three years. Two state grants have been awarded for innovative new
programs: work stations in industry in 1982 and the Threshold Program in 1995. This
Goodwill Industries ranks fourth in operating revenue growth rate since 1980 among the
170 North American Goodwills.
Goodwill benefits its clients by encouraging and assisting them in their own desire to
help themselves. It enables economic and social advancement of people by providing
jobs, training for jobs and placement into jobs. Both nationally and locally, it is
the largest private sector employer of disabled persons -- helping tax "users" become
tax payers. Goodwill is a leader in seeking to create job opportunities in other
sectors. It provides valuable labor contracting services to area business and industry.
Goodwill also benefits its communities by recycling a tremendous quantity of donated
materials each year.
Placement and training efforts are assisted in both cities by Projects with Industry
Advisory Councils, which consist of representatives from a variety of employers in
each ccar.unity.
The most prominent opportunities for the organization are increased self-sufficiency
through expanded and more efficient operations and a broadening of job placement and
training opportunities within business and industry. These opportunities would enable
Goodwill to provide better training and more earnings to clients and would allow increased
vocational options to persons that are not now served adequately: individuals with rental
retardation, rental illness, brain injury and other groups that benefit from more
specialized programs.
Therefore, Goodwill Industries is planning several activities, including a capital
fund campaign, to enhance the effectiveness of the organization's services. These
plans are contained in the draft "Strategic Planning Document" attached.
`J
P -I 239
ACCOUNTABILITY QUESTIONNAIRE /,,
A. Agency's Primary Purpose:
Goodwill Industries of Southeast Iowa was established in Iowa City in
1965 to provide rehabilitation, training and employment services to
persons with disabilities and other disadvantaged persons who may experience
barriers to competitive employment. The Goodwill program is designed to
encourage and enhance dignity, self-respect and social and economic
independence.
B. Program Name(s) with a Brief Description of each:
1. Work Adjustment Training: The goal of Work Adjustment Training is to help each
individual acquire the basic work habits, attitudes and behaviors to obtain
and maintain a job in the community. Specific services include work
evaluation, vocational counseling, personal and social adjustment, training
in basic work habits and job placement assistance. Formal training
programs are offered in the areas of food services and custodial services.
Work experience and assessment are also offered in clerical and retail
vocations.
(Continued on reverse side.)
C. Tell us what you need funding for.
Continuation funding for Job Placement, including Threshold. Our three-
year Project With Industry Grant ends in June of 1987 and our Mental Health/
Mental Retardation grant from Johnson County ended in June of 1986 (an
additional amount of about $2,000 was allocated for FY 87). In addition,
the advantages and successes of job coaching have already been demonstrated
sufficiently to warrant expansion of this service.
D. anagement:
1. Does each professional staff person have a written job description:
Yes X No
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By whom? Executive Committee of Board
E. Finances:
1. Are there fees for any of your services?
Yes X No
a) If "yes", under what circumstances?
Fees are charged on a unit of service basis for all services.
b) Are they flat X sliding ?
I
P-2
u
240
/903
B. Program Name(s) with a Brief Description of each: (continued)
2. Client Employment Program: Client Employment, a sheltered employment
program, is usually of longer duration. A typical participant has
incentive, job availability, or other significant
completed Work Adjustment Training, but because of severity of
disability, lack of
barriers, is not ready for competitive employment..
3. Job Placement Services: In addition to placement services provided to
individuals enrolled in Goodwill programs, a job placement service is
available for disabled and vocationally disadvantaged persons who need
assistance in finding employment, but do not need vocational training.
The service can include: instruction in job -seeking skills; individual
help in job -hunting tactics; job locating and job development assistance;
supported work, including use of a job coach; advice to employers;
and follow-up services. Threshold,.a transitional employment program, is
designed to place persons with a prolonged mental illness at a job site I -
in the community for on-the-job training. Following an initial
evaluation period at Goodwill, the participant is placed at a part-time
community job site. A variety of support services are provided according '
to individual need.
i
1
i
i
P -2a
241
�,i3.._
c)' Please discuss your agency's fund raising efforts, if applicable.
Annual membership drive - $5,000 projected for 1986.
A capital campaign is planned for early 1987.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count N/A Year 1986
b) Unduplicated Count 104
2. How many residents of Iowa City did your agency serve during
your last completed budget year? N/A
a) Duplicated Count
b) Unduplicated Count
3. How many residents of Coralville did your agency serve during
your last completed budget year? N/A
a) Duplicated Count
b) Unduplicated Count
4. How many units of service did your agency provide to Johnson
County residents last year? 13,151
5. Please define your units of service.
A unit of service for the client employment or work adjustment
program is a day.
A new unit of service, probably a quarter hour of direct contact
time, is being negotiated with DHS for placement and job coaching
services.
P-3
M
�- I
242
6.
In what ways are you planning for the needs of your service
population in the next 5 years?
Please refer to the attached draft "Strategic Planning Document."
7.
I,
Please discuss any other problems or factors relevant to i
your agency's programs, funding or service delivery.
Disencentives and lack of dependability of funding systems.
Changing nature of caseload.
I.
8.
List complaints about your services of which you are aware.'
J1.
Waiting time for service.
2. Not placing enough people in jobs. j
I
9.
Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do - -I
you feel can be taken to resolve this problem?
Yes. Refer to planning document, waiting list.
How many people are currently on your waiting list?
12
10.
In what way are your agency's services publicized?
a. Publications: brochures, quarterly newsletter
b. Media: PSA's, paid ads, news and feature releases.
c. Public speaking and tours.
. i
243
P-4
I' l
Goodwill Industries of Southeast Iowa
Strategic Planning Document
1986 - 1988
MISSION STATEMENT: Assist in the economic and social advancement
of people with disabilities and other special needs by training
for jobs, placing in jobs and providing jobs.
CORPORATE GOALS:
Facilities:
A. Upgrade plant and equipment to operate programa more
effectively.
1. Obtain coat estimates from architect/counsultants -
November 1, 1986 - Watson
2. Begin Capital Campaign - February 1, 1987 - Watson,
Board of Directors.
3. Establish priorities and time frame for acquisition/
renovation/expansion of facilities and equipment -
April 1, 1987 - Watson, Board of Directors.
Human Resources:
A. Continue to strive toward parity in wages and benefits
with comparable employers.
1. Complete internal comparable worth study and external
wage/salary survey - December 1, 1986 - Townsend,
Personnel Committee.
2. Implement wage/salary adjustment - January 1, 1987 -
Watson.
3. Complete flexible benefits feasibility study - October
1, 1987 - Townsend.
B. Improve employee development program.
1. Implement staff orientation and training program -
January 1, 1987 - Townsend, Moore-Henecke
2. Increase staff training budget by 50% - January 1,
1987.
3. Complete study of staff performance evaluation system
- November 1, 1987 - Townsend
C. Improve recruitment and selection process to ensure the
highest quality level of staff and compliance with the
spirit and letter of Equal Opportunity and Affirmative 244
Action policies,
Strategic Planning Document
Page Two
1. Develop formal, semi-annual in-service training in
relevant personnel and EEO/AA issues - March 1, 1987 -
Townsend
2. Revise recruitment and selection system - September 1,
1987 - Townsend, Lerch.
Financial:
A. Stimulate financial growth and cost containment measures
that foster fiscal stablility and program improvement.
1. Study and identify appropriate computer hardware and
software for accounting - December 1, 1986 - Erb,
Lerch.
2. Develop cash flow budget - February 1, 1987 - Erb.
3. Implement a control system for contracts - July 1,
1987 - Erb, Moore-Henecke.
4. Develop system to forecast changes in per diem - July
1987 - Erb.
5. Study and implement comprehensive management informa-
tion system - July 1, 1988 - Watson, Erb.
Planning/Marketing:
A. Develop and implement a formal marketing plan and program
for the organization and its divisions.
1. Identify and survey various audiences/markets to
determine their perceptions of Goodwill Industries -
May 1, 1987 - Watson.
2. Develop and implement comprehensive marketing/communi-
cations plan and program - August 1, 1987 - Watson.
DONATED GOODS GOALS:
A. Increase the coat -effectiveness of donated goods system.
1. Implement system to monitor quality and quantity of
donations from all donation receiving areae - April 1,
1987 - Heusinkveld.
2. Survey store customers to determine customer needs,
wants, etc. - May 1, 1987 - Heueinkveld.
-; 3. Assess coat effectiveness of different advertising
media for each market area - September 1, 1987 -
Heueinkveld.
245
4. Determine the cost per unit of all areae of donated
goods - October 1, 1987 - Heueinkveld, Erb.
N
_T
"r
j Strategic Planning Document
Page Three
s
B. Continue to expand the donated goods operation.
Z
1. Develop methods for generating higher quality dona-
tions January 1, 1988 - Heusinkveld.
2. Develop and implement new or different markets for
salvage - March 1, 1988 - Heusinkveld.
3. Relocate selected stores to larger facilities - as
lessen expire - Heusinkveld.
i
4. Open additional stores - one per year for three years
Heusinkveld.
HUMAN SERVICES GOALSt j
A. Provide services to individuals who as a group are more
severely disabled than currently served.
1. Implement alternative training techniques - June 1,
1987 - Townsend. ,
2. improve staff/client ratios in training areae; make
budget recommendations - July 1, 1987 - Townsend.
B. Expand services to individuals with prolonged mental 4(
illness.
1. Explore the development of Threshold enterprise in
Cedar Rapids, including lawn care crew - May 1, 1987 -
Moore-Henecke, Stannard.
2. Start Threshold business (budget store) in Iowa City -
July 1, 1987 -. Heusinkveld, Townsend, Branson
3. Increase job coaching capabilities - one half to one
FTE's per year - Moore-Henecke, Townsed
C. Expand Occupational Skills Training program
1. Institute clerical, bookkeeping, data entry O.S.T.
programs - September 1, 1987 - Townsend, Herron,
Lerch, Chalupa.
2. Institute retail O.S.T. program - October 1, 1987 -
Heusinkveld, Townsend.
3. Institute food service O.S.T. in Cedar Rapids -
January 1, 1988 - Moore-Henecke.
246
G
M
Strategic Planning Document
Page Four
D. Establish Vocational Evaluation program.
I
I. Train Goodwill staff about the field, in general -
February 1, 1987 - Townsend.
2. Institute program in Iowa City -- July 1, 1987 -
Townsend.
E. Increase the number and quality of placements.
1. Formalize job development/marketing program - July 1,
1987 - Airy, Pitta.
2. See B.3.
3. Develop more work stations in placement related
fields.
a. Study the development of a hotel/motel custodial
and/or housekeeping work station. Cedar Rapids -
August 1, 1987; Moore-Henecke, Levine, Iowa City -
August 1, 1988 - Townsend, Murray.
b. Develop food service work stations - January 1,
1988 - Moore-Henecke, Townsend.
CONTRACT GOALS:
A. Improve coat effectiveness of current industrial contracts
and container projects.
1. Establish set bid procedures, with analysis of over-
head costa - October 1, 1987 - Erb, Moore-Henecke.
2. Explore alternate methods for container recycling -
January 1, 1988 - Moore-Henecke, Lala, Conner,
Townsend.
3. Increase the number of container accounts in Cedar
Rapids - three to five per year - Lala, Moore-Henecke.
B. Maintain current janitorial pontracts.
C. Secure industrial contracts that are longer in term and
provide more relevant training.
1. obtain long-term low -skill work for Iowa City -
Townsend.
2. Develop relationships (individual or group) that can
provide contracts, work leads and technical assistance
_ - April 1, 1987 - Moore-Henecke.
247
i
;AY J7 GJ _'fiY �_ '-- -- Dor. W.
App
ZY
,au.r:ric_- s. ._ral
C _CK MUR ASEiM S SJ03ET YEAR on 9/25/86
icatel
1/1/87 - 12/31/87
x/1/91 - 3/31/88
7/1/87 - 61,30/88
10/1/81 - 9/30/a8 n
COYER PA;r
Pro;ram Su=ary: (Please number Programs to corres:cnd to :ncore - EXC_r.Se
Gen_il, i.e., Program 1, 2, 3, etc.)
1. Read Start Full Day Program - Provides full day development care to low-income,
handicapped, or protective care children whose parents are working or in training.
2. Food Reservoir/Supplemental Food Program - Provides government surplus
commodities and privately donated food to needy households on a monthly basis,
to pantries, local emergency food distribution operations and localnoc_profit
feeding programs. _
3. County Community Work. Experience Program _ Place able bodied receipients of
county financial assistance in community service work as a condition of
assistance.'
4, Head Start Part Day Home Based Program _ Provides comprehensive preschool edu-
cation, health and family support services to low_incoee rural children and j
their families that would otherwise be unable to participate due to tra.^.spor-
tation barriers.
i
Local Funding Sumnary: 4/1/85 - I4/l/86 - 4/1/87 -
3/31/86 3/31/£7 3/31/"c2
United nay of Johnson County Octs� Ot In9i'' e $ 15,000 $ 16,000 $ 25,C00
FY 86 FY 87 Ft' 88
City of Iowa City stteulor $ 2,277 $ 2,600 S 2,600
oRct
Johnson County StAA:i 9 T S 7,554 S 8,000
County Work Experience Program 5,000 5,000 5,000
City of Corilville $ S o $ 0
1 248
TOTAL EXPENDMURES (Total a + b)
a. Adm(Johnson Co, ,bine ?:e"tst
--ncram Share on1�•)*
b. Program Total (List programs below)**
15
421
7
1
340,300
23,428
316,872
202,000
119,300
19,000
K/A
(23,428
452,300
452,300
35,980
416,320
188,500
133,300
20,500
110,000
(35,980)
J- t11U111G BALANCE (Subtract 1 - 2)
0
c
o
L s= =
=-.Y-
_.-cur
2,015,000
5. N0N-rASH alzc-e
Program Totals listed above are for multi
those'commects requiring Local Financial
Notes and comments:
TOTALOPEa"AT.NG EDO3_,
(Total
a b)
I
are
a. rarr%,OVer 5alarce
AI. frf If,, rim'
301.233 3_0.300
-52,3oo
385,522
c
***Total In-kind
6,398,598
6,527,985
TOTAL EXPENDMURES (Total a + b)
a. Adm(Johnson Co, ,bine ?:e"tst
--ncram Share on1�•)*
b. Program Total (List programs below)**
15
421
7
1
340,300
23,428
316,872
202,000
119,300
19,000
K/A
(23,428
452,300
452,300
35,980
416,320
188,500
133,300
20,500
110,000
(35,980)
J- t11U111G BALANCE (Subtract 1 - 2)
0
c
o
4. IN-KIND SUPPORT (Total from Pace 5) x**
1,245,151
1,573,700
2,015,000
5. N0N-rASH alzc-e
Program Totals listed above are for multi
those'commects requiring Local Financial
Notes and comments:
county area for
Participation
Pro,)ect H2, q3,
A. Only
are
listed.
*Total HACAP Administration
**Total all HACAP Programs
455,805
385,522
366,843
***Total In-kind
6,398,598
6,527,985
6,938,595
2,237,037
2,369,201
3,065,421
Total Operating Budget
Ministration % of Total
9091,440
,
9,282,708
10,370,859
5%
4.I%
****County fork Experience funding has
a separate contractual system.
2
249
/903
—t
..g :as and comments: *Head Start Home Based Program did not exist in prior years.
750
903
ILIST
i)
7J
1. Local `undino sourc=_s(List below
77,170
10S,600
130,600
16,000
180,000'
a. Jonnson County w u,
12,55'
13,000
13,000
4,000
4,000
b, City of Iowa City °,tea
2,277
2,600
2,600
2,600
-0-
C. United 'day
15,000
16,000
25,000
20,000
-0-
d City of Coralville
-0-
-0-
-0-
-0-
-0-
0
' Other County Government
15.832
22,800
25,000
-0-
16,000
f. United Wav E.C.I.
31,507
54,200
65,000
-0-
60,000
2. State, Federal, Foundations(List)
204,761
206,829
2O,koc
160,400
30,000
a. Iowa Deoartment of Human Sei
109,501
T2,829
9E,400
58,400
30,000
b• U.S. Health 6 Hucan Sen•ice
95,260
134,000
202,000
102,000
-0-
C.
d.
3. Contributions/Donations
a. United M'ay De<_igndted Giving
4,852
G4
3,871
1 171
3,500
1.000
1,500
000
2,000
-n-_
b. Other contributions
4,30
2.700
2,500
500
2,000-1-
d. Sc= -tial events(List below)
I.G. Stricers Hospice
a.:^ad Race
b.
C.
S. Net sales -services
14,40:
27 800
-0-
21,300
6. Net sales -materials
-0-
qII10
-o-7.
Interest income
-n-
-o-
-0-
8. Otkar(List below,including misc.)
a.
b.
C.
TOTAL ',.',CC IE (Show also on page 2,
line !b!
301,23
340,300
452,300
N/A
168,500 1133,300
J
..g :as and comments: *Head Start Home Based Program did not exist in prior years.
750
903
I
-f
AGE!iC'1: —HACAP
`IICO� ET�(Continued)
PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM PROG�.A;,t
3 4 5 fi 7
8
1. Local funding sources(List below) 14,000 10,000
I
a, Johnson County 5,000 -0-
b, City of Iowa City _0_ -0-
c. United Way -0- 5,000 1
d, City of Coralville _0_ -0-
e- Other County Government 9,000 -0-
i
f• United Wa E.C.I. -0- 5,000
2. State, Federal, Foundations (List) -0- 100,000 .3
I ? �
I a. Iowa Dept, of Human Service -0-
-O-
b• U.S. Health & Human Service -0- 100,000 !
i
i
o• Comm. Ser. Block Grant -0- -0-
d.
i
O 3. Contributions/Donations _p_ _0_ i
i
a• United Way Designated Giving -0- -0- i
b. Other contributions -0-
4. Special events(List below) -0- -o-
I C. Striders Hospice +.
a•Rgad Race
i
b. '
C.
S. Net sales -services 6.500 -0-
6. Net sales -materials -o- -o-
i7. Interest income -0- -o-
8. Other(List below,including misc.
ia.
b.
TOTAL INCOME (Show also on Page 2,
-� line Ib) 20,500 110,000
I
Notes and cooments: 4
Q251
„ 3a �9�3
TOTAL EXPENSES (Show also on
page 2,11ne 2) 301,233+ 340,300 452,300 N/A*x 188,500 133,300
Notes and convents:
*Head Start Home Based Program did not exist in prior years.
**Indirect Cost - Program Share of General Agency Management cost is included in
Program Budgets on Line 20.
4 252
/qD3
LAST
1� Ca�ar:ps
171,325
IS6,OSs
275,8:6
1_3,3cf
6, -,:
2. Er7i0vee benefits b taxes
31,369
36.643
47,973--
21,459
11,,_2e
3. Staff developnent
220
700
600
-D-
300 I
4. Professional consultation
5,038
13,500
1,700
1,000
-0-
5. POlications/Subscriptions
_0-
-o-
6. Dues S Memberships
10
200
300
-0-
300 �
1. Rent
!
15,694
13,326
16,800
-D-
16,800 -i
8. Utilities
11,480
12,000
10,000
10,000
-0-
9. Telephone
5,994
3,312
2,340
2,100
120
10. Office supplies b postage
4,161
7,200
4,120
2,100
soo
11. Eeuipaent purchase 6 rental
1,777
4,500
1,500
-0-
1,500
2. Eauipmenc/Office maintenance
_0-
-D-
-0-
-D-
3. Printing 6 publicity
,
_,494
600
620
200
300
[4. Local transportation
14,350
20,928
30,100
1,500
15 , C' ;
5. Insurance
3,487
6,500
7,400
1,000
4,000
6• Audit
i
7. Interest
-0-
-0-
-0-
-0-
8.
-o-
_o-
-o_
Other (specify): Food
14,287
11,0009.
lb,co9
9 600
6 000
L'ndesienaten Mise.
76
409
412
0.
58
233
nJ rr
��
�
l9 4_1
23 »28
35 980
1(,.n9G
a Boa
TOTAL EXPENSES (Show also on
page 2,11ne 2) 301,233+ 340,300 452,300 N/A*x 188,500 133,300
Notes and convents:
*Head Start Home Based Program did not exist in prior years.
**Indirect Cost - Program Share of General Agency Management cost is included in
Program Budgets on Line 20.
4 252
/qD3
No .
EXPENDITUP.E DETAIL (Continues)
i
AGuIC7: HACAP
'1
PROGRAi
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PROGRAM
8
1. Salaries
139008
72,02
2. Employee benefits b taxes
2,262
12,52
3. Staff development
-0-
30
4. Professional consultation
-0-
70
S. Publications/Subscriptions
-D-
-0-
Dues d Memberships
-0_
-0-
-o-
_0_
-o-
[11Epurchase
120
-0-
ostage
220
1,000
rental
-0-
-0-
12. Equipment/Office maintenance
_o-
-o-
13. Printing 3 publicity
120
-0-
14. Local.transportatlon
600
13,000
15. Insurance
2,400
-0-
16. Audit
-o-
-0-
17. Interest
_o-
-0-
18. Other (specify): Child Mesh
-0-
1,009
19' Undesignated Miscellaneous
73
48
20. Indirect Cost (RACAP Mgt Fe
) 1,697
9,394
21.
22.
TOTAL EXPENSES Shaii1io°A
Pa9°2. 1(no t
20,500
110,000
Notes and comments:
4a
253
/9e°3
I
AGENCY: HACAP
Attain exclamation of any difference
SALARIED POSITIONS "'" annual salary ava,lapla and
actual salary paid
Position Title / Last Name FTE*
LastlThis I Next
Year Year Year
* 2g**Th-Inclucle
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
%
CHANGE
5,204
5,204
0
2,163
2,163
0
* Child Care sup/I.C.
.75
.7511,996
12,590
5%
*
.4
.4
5,524
5,799
5%
Total Salaries Paid ** ** 186,054** 275,846** 48%**
s nc sae to a s rpm a
• Fuil.tiaa wuivalant: 1.0 - Full-tiarc .5 - Nall-tiwc atc. -
RESTRICTED FUNDS (Complete detail,Forms 7 b 8
Restricted by: Restricted for:
�nnry Daycare auchase of
.:rry working �ta
-0-
10,000
10,000
0%
r uor fcdcral rash
management requirement
-
MATCHING GRANTS
Grantor/Matched by:
IN-KIND SUPPORT DETAIL
Services/Volunteers
Material Goods - Food
1,237,651
1,558,700
2,000,000
31%
Space, utilities, etc.
7,500
15,000
15,000
0
Other: (Please specify)
1 245 151
1,573,700
2,015,000
31%
254
5
5a
255
17"
I
lcn�li. ul!•l l.0 l:;e :a: a: ;.ai saiur :]u
nt.•;�.L
._____�
:L•�;_-.•
••.•••_-
=rL= =9 �nci�i C•:i3
posit :n Title /Last Name FTE*
Last This ,text
Year Year Year
.L: ,Li L:
5.93c
5,0'30'
6,231
>"a
Day Care Teaclier/IAC;" I 94 .941 gL
19 oe�
13902
13,592
-0-
Day Care Teacher/IA City
I .94
,04
.94
10.67E
11,203
11,739
5%
DaY Care Teacher/IA City
I .94
10,670'
11,203
.94
.yL
11,73:
5A
Teacher Asst/IA City
9,339
9,797
9,797
-0-
a�=-/re r;+
i
i
7,6'96
8,091-
8,L86
5N
Asst -TA City
1
1
1
7.69E
7,E9c
8,091
5:
Asst/IA City
.875
.875
.875
c,73L
6,731
7,080
Asst/IA City
5
5
1.5
3,898
3,"896
4, OLE
4%
Asst/IA City
Ea-A
.691
•69
.69
5,310
5,583
5,834
5nBorYer/IA
City
.5
.5
.5
4',669
4,899
L,899
-0-
cher Asst/IA City
.251
.251
.25
1,924
1,92L
1,924
-0-
III
strihution Coors/Cli
1
1
1
17,618
18,451
?9,L06-ordinator/CR
1
1 I
1
1
15,595
16,766
17,61E
5%
Driver/Warehouseman/CR 1
1 1
1
1
10,29E
10,816
11,357
52
Dist Ser Worker CR I
1
1
1
10,816
11,357
11,918
5%
"Records Clerk/CR 1
.5 I
.5
.5
5,148
5,408
5,67,
5".
"Wcrk '.ep Coord/CR 1
.15
.15
.15
2,072
2,175
2,281
5;
--.Dnp Spec I/C9 1
.2
.2
2,163
2,271
2,384
,2
5;
*ZMD S-ec I/CR 1
.2
.2
.2
2,059
2,163
2,271
51
"IA Cit;; Sev Coord/IA Cit
.15
.15I
1,972
2,072
2,17;5",
.15
IJC Rt Spec II/IA City 1
.271
.27
3,218
3,381
3,549
•27
5%
*Full-ti.^e e:uivalent
1.0 • Full-time; .5 = Half-time etc.
156,890'
165,1-9
172,10
5a
255
17"
T
'S YEAR rE.;R
-----------------
AC:ICn H::4 ,C, C! Inr :1!!VKC! Ce:Le!'1 _061 rC.;R TA1
InnHl. $
lIlrr 1'111g1C 100 1[[11,1 HII') :110alAq
AI
POsit'•Cn 'isle / Last Nvne FTE*
Last This Next
Year Year Year
*E^_o Spec II/Washington .12' .12 .123 -0_
Family Dev Coord/CP ,8 -_ 11,598 1000A
Family Dev Coord/Lisboa I __ __ ,8 11,598 100;
—Familynev Coord/BP __ __ ,8 __ 11,598 100%
Family Dev Coord Rural J hn - __ r8 __ 11,598 100'.
Famil nev Coord/Anamosa __ __ r8 -_ 11,598 1001,
Family Dev Coord/Wellman -- __ r8 11,598 1001,
Paid .,e ease ystem on
lost time Ad ustment -_ (14,165) (5,675) 7,037
F.ACAP Employee are charg d to rograv� only or actu our worx wn cr. res s i yarieac
from plarned salaries.
*Positions which work D t-timl on ot.er ?.AC.P ?ro rams and FTE and salaries gig n are
only .or the program pos iors v}e request supp rt for.
II
1
• I
"cull -time ecui�•alent •12 _2 4.92
1.0 = Full -tire; .5 = Half -tire; etc.
(12,802) (h 'Alz) 7.1,988
E hoh \"
50
256 .3
yo
-----------------
AC:ICn H::4 ,C, C! Inr :1!!VKC! Ce:Le!'1 _061 rC.;R TA1
InnHl. $
lIlrr 1'111g1C 100 1[[11,1 HII') :110alAq
AI
POsit'•Cn 'isle / Last Nvne FTE*
Last This Next
Year Year Year
*E^_o Spec II/Washington .12' .12 .123 -0_
Family Dev Coord/CP ,8 -_ 11,598 1000A
Family Dev Coord/Lisboa I __ __ ,8 11,598 100;
—Familynev Coord/BP __ __ ,8 __ 11,598 100%
Family Dev Coord Rural J hn - __ r8 __ 11,598 100'.
Famil nev Coord/Anamosa __ __ r8 -_ 11,598 1001,
Family Dev Coord/Wellman -- __ r8 11,598 1001,
Paid .,e ease ystem on
lost time Ad ustment -_ (14,165) (5,675) 7,037
F.ACAP Employee are charg d to rograv� only or actu our worx wn cr. res s i yarieac
from plarned salaries.
*Positions which work D t-timl on ot.er ?.AC.P ?ro rams and FTE and salaries gig n are
only .or the program pos iors v}e request supp rt for.
II
1
• I
"cull -time ecui�•alent •12 _2 4.92
1.0 = Full -tire; .5 = Half -tire; etc.
(12,802) (h 'Alz) 7.1,988
E hoh \"
50
256 .3
yo
E hoh \"
50
256 .3
yo
10
,Lpc.:men.a1 Listing of Seneral Management Staff
o:c:w :3...y :sic
�Iame FTE*
Last This ';ext
Year Year Year
rve.ye ",ector-manicci 1 I 1 1
•�"
^_..:nL
v� n
6 000
36,900
22n
'Central Services
a, m.;n I
1 I
1
1_
�� 77P
P6 o 0
27,332
5 0
Finance Specialist V - 11
Pat ton
11
11
_
78 4
X9,406
-
20,384
5$
15,226
15,995
16,786
5
Finance Specialist
R --all ard I
1
1
1
Finance Spec. III - Johns
r; .. e..Ne c.,e _ Thune
-
-
1
-
12,522
13,145
13.811
5 "n
" Comnutor Operator
I 1 I
1
1
10,296
10,816
10,296
(5 "n)
w 'pork Processing Operator
1
1 11
10,816
11,357
11,918
5 °s
Conp./ID. Spec. III -
I 1
1 11
14,498
15,226 I
15,995
5
-_1 Clerk - Weaver
I l
I l 11
10,816
11,357
11,918
5%
^c '-.•gist - Bousek
I 1
I
I 1 11
9,797
10,296
10,816
5 A
,je
aa-ce^ re.. _ r .•
I
I 1
I 1
12,522
1-3,145
13,811
5
Clerk
I 1
I 1I -
9,339
9,797
-
(100 "n)
12
I 12
112
181,095
192,560
203,778
6
I
I �
" Note 2F.T.E. of staff time
is
sed ini specie.
accountir
functions
or Federal I
nergy
Programs and not part oflthe
Indirect
�ost Po
1. Thus t)tals
do not
match Admin
Budget.
I•
I I
I
I
I i
I
I
I
I
I
I
I
-dull-tire ec0iealent I I
1.0 =Eull-lice; .5 = Half-time; etc.
5C L'J/
/9e3
-1
'r
I
BE!!EFIi DETAIL
TAXES AND PERSONNEL BENEFITS
(List Rates for Next Year)
AGENCY: HACAP
ACTUAL THIS 'TEAR BUDGETED
LAST YEAR PPnjrr-,E9 NEXT YEAR
TOTAi
0
J
258
903
a
J.,J0]
�0,a4]
4/,9/3
FICA
7.15 1 x 5275,846
12 078
13 303
19,723
2 570
2,791
3,310
Unemolovment Como.-
1.2 % x 5275,846
480
521
772
Worker's Camp.
.28 % x 5275,846
2 435
5 524
7,322
Retirement
3.6 % x 5203.389
$97.60per mo.:6 inaiv.
S2427aper mo,: family
Health Ins.
13,806
13,602
15,944
0
0
0
DisabilityIns.
_ x 5 0
902
902
Life Ins. I
54.76 per month
Other
% x
z x s
How far below the Salary Study Committee's
recommendation is your director's salary?
N/A
N/A
N/A
Sick Leave Policy: Maximum Accrual o hours
days per year for years_ Co
_ days per year for year to —
Months of Operation During Year: 12
Hours of Service: 7 �„ A
varies by Program)
Vacation Policy: Maximum Accrual hours
�_ days per year for years o to 1
0 days per year for year = to -
Holidays:
7 days per year.
Work Week:
Does your staff frequently
How do you compensate for overtime?
work more hours per week
than they were hired for?
time off none
Yes _ x No
x time and other (specify)
.Except Management Personnel
a half pay
DIRECTOR'S POINTS 8 RATES STAFF BENEFIT POINTS
Comments:
Mi imum MdKimUm
Retirement f 96 Man. a _LL
Health Insurance E Mon.
Disability Ins. 0 i1�Mon, —0 10
Life Insurance .5 f>�Mon. o0 .5—
Dental Ins. 4 fInc /Mon. 0 4
Vacation Days 19_ 2 Days 0 n -
Holidays 7 7 Days _0 _7
Sick Leave 0 o Days 0 0
POINT TOTAL 65.5 O 60.5
Fringe costs for HACAP are poole
and allocated to program as a
Percent of salaries, thus timbreate
down listed above is an estimate.
0
J
258
903
a
me^onal Aud.et Fon
AGENCY: MACAP Micate N/A
DETAIL OF BOARD DESIGNATED RE_ERVES if applicable)
(For Funds 'Which Are Not Donor Restricted)
A. Name of Board Designated Reserve: Daycare working capital reserve
1. Date of board meeting at which designation was made: September, 1984
2. Source of funds: FY 84 operating surplus
3. Purpose for which designated: Meet federal cash management requirements for
f ded Head Stat nay Care due to state purchase of service reimbursement system.
4. Are the investment earnings available for current unrestricted expenses?
Yes jL_No If Yes, what amount:
5. Date board desi nation became effectivei October 1984 expires -Program termina-
tion
6. Current balance of this. fund: slo OoO
i
B. Name of Board Designated Reserve:
1. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
_Yes No If Yes, what amount:
S. Date board designation became effective: expires:
6. Current balance of this fund:
C. Name of Board Designated Reserve:
1. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
5. Date board designation' became effective: expires:
8, Current balance of this fund:
259
8
/90�
Agency: Hawkeye Area Community Action Program
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
i
fThe Hawkeye Area Community Action Program, Inc., was first incorporated
i in 1965 as the Linn Economic Action Program (LEAP), under provisions of
the Economic Opportunity Act of 1964.
The mission of the agency has been and remains: To promote economic and
emotional self-sufficiency among low-income residents of our communities.
In 1968, the organization was reincorporated as the Hawkeye Area Community
Action Program with the addition of Johnson and Jones Counties, Benton and
Iowa Counties were added in 1974, and Washington County was included in
1981.
The agency, then, has been providing anti -poverty programmatic services for
low-income persons in Iowa City and Johnson County over the past fifteen
years.
To carry out its mission, the agency administers various public and private
grants, subgrants and contracts which emphasize upward mobility programming.
The agency coordinates a six -county, multi-level, multi-purpose service
delivery system of twenty-six programs, with a combined budget of approximately
7 million dollars annually, through a decentralized system of thirteen local
service centers: five in Linn County, three in Iowa County, two in Jones
County and one each in the remaining three counties which comprise HACAP's
catchment area.
Each county has a locally elected County Advisory Board (as well as various
other program advisory groups) made up of representatives of the poor,
governmental officials and representatives from the private sector. In
turn, these bodies elect representatives to the governing board of HACAP,
maintaining the same tri -partite structure, which makes all corporate policy.
P-1
260
. �; M,3
r
C3
-1
i
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
To promote economic and emotional strength among low-income residents
of our communities and assist them in becoming self-sufficient.
B. Program Name(s) with a Brief Description of each:
Head Start Day Care: full-day child development p ifor pre-
schoolers; Food Reservoir/Supplemental Food
I
Program:am; distribution
bution of
government and privately donated foods; County Work Experience Program:
i..,.l.
work placement for persons receiving General Assistance; Head Start-
Home
j
Based: provides child development services to rural low-income
children.
�. -
I
i
s 1,
C. Tell us what you need funding for. �-
"
I
This year, HACAP is requesting funding for the continuation of its
Day Care Program,
Food Reservoir/Supplemental Food Program, the County I.
Work Experience Program,
and the new Head Start Home Base Program to serve
rural lbw -income children who
cannot attend center based classes due to
transportation barriers.
D. Management:
I. Does each professional staff person have a written job description:
Yes X No I =
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By Whom? The HACAP Board of Directors '
E. Finances:
I
1. Are there fees for any of your services?
i
Yes _y_- No
a) If "yes", under what circumstances?
A fee of IDS per pound is charged participating non-profit organizations.
in HACAP's Food Reservoir/Supplemental Food
Program (there are no fees
to eligible families); and 554 hour
per per participant is charged
each worksite in the County Work Experience Program.
b) Are they flat x sliding ?
I 'J
I
P-2 261
,
F
0 Please discuss your agency's fund raising efforts, if applicable
N/A
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 29,026 Year FY 86
b) Unduplicated Count 5,313
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 19,732
b) Unduplicated Count 3,542
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count N/A Did not track)
b) Unduplicated Count N/A Did not track)
4. How many units of service did your agency provide to Johnson
County residents last year? 382,118
5. Please define your units of service.
Head Start Full Day - number of day of child care
Food Reservoir/Supplemental Food Program - number of pounds of food
distributed
County Work Experience Program - participant hours worked
Head Start Part Day Home Based - number of children enrolled
P-3
M
262
19e3
W,
6. 1n what ways are you planning for the needs of your service
� J
�..� s /9a3
population in the next i years?
HACAP long-range plans in Johnson County focus on three major areas:
i
1. Child Care and preschool needs of low-income families using qualified
i
child care homes development.
2. Solutions to energy and housing problems of the elderly and poor
by linking financial assistance, housing stock retrofitting and
personal behavior adjustments.
3. Identifying and reducing employment barriers for low-income individuals.
7.
Please discuss any other problems or factors relevant to
i
your agency's programs, funding or service delivery. !
i
The agency is deeply concerned about continuing cuts in federal, stace,
and local human services funding, due to Gramm Rudman and loss of -i
revenue sharing. Funding cuts at the governmental levels cannot be
made up at the local voluntary level. This can only result in
-
commensurate reductions in services for our disadvantaged neighbors.
8.
List complaints about your services of which you are aware.
On occasion, the agency runs out of commodity food on distribution j r:
days due to fluctuating demand and this causes distress for all
concerned. �.
i
9.
Do you have a waiting list or have you had to turn people f .
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem? f
We currently have fifty children on waiting lists for Head Start and Day
Care in the Johnson County area. Because we have discontinued transporation:
services, our waiting list is not as extensive as previous years. Families
with low -incomes also face problems with reliable transporation to bring
children to the center for programs. Our staff is suggesting car. pools for
households as a way to bring children to day care services and we have set
u home-based Head Start fo the preschool
comp ne .
?isef
tiPow many people are curren€ly on your waiting
169 children are on the waiting list for Head Start and Day Care
10.
In what way are your agency's services publicized?
The agency uses brochures, a videotape program, and a slide presentation.
In addition, articles and programmatic information are publicized in all
of the media.
"J
P-4 263
� J
�..� s /9a3
AGENCY GOALS FORM
Agency Name Hawkeve Area Community Action Program Year 1987
Names of Programs Head Start Dav Care, County Work Exnerience Program Food
Reservoir/Supplemental Food and Head Start Part Day Home Base
Head Start Full Day Care Program
Goal: To offer full-day child development program for low-
income families with preschool aged children.
Objective: In FY 87, to provide 12,096 units (day) of child care
for approximately 56 enrollees, 10 percent of whom will
be handicapped.
Tasks: a. Strengthen Head Start's parent involvement and social
services day care families through a reorganized delivery
system which separates recruitment, intake and clerical
responsibilities from the family services staff and
increase professional service hours.
b. Improve day care operations and services by clarifying
policies and procedures, increasing training opportunities
for staff, and relocating office space to the ground
floor, closer to program operations.
c. Work more closely with the Department of Human Services
in the planning and implementation of comprehensive
program plans for Title XX children.
d. To provide affordable child care for 60 low-income
families so that parents can work or attend training.
Food Reservoir/Supplemental Food Proeram
Goal: To make provision of as many food supplies and services
possible to counteract conditions of malnutrition among
law -income residents in HACAP's six -county area.
Objective: In FY 87, to obtain and distribute 3,500,000 pounds of food.
Tasks: a. To provide staff support to ten Food Policy Council
meetings of businesses, churches, public food organizations,
and consumers to coordinate food services in the area
and identify cost efficiencies.
b. To provide a single location where fifty public and non-
profit organizations can obtain food to feed the needy.
c. Coordinate the effort of ten organizations in providing
seasonal gifts to the poor through the Care and Share `J
Committee. 264
d. To obtain the participation of 20 local food retailers,
processors or growers in the Food Reservoir.
e. To obtain the participation of 60 local church and civic
groups to operate local Food Bank distriubtion sites.
f. To obtain the participation of 10 livestock producers
in the "Food For Life Project".
g. To expand regional food exchange programs with three
Second Harvest Food Banks to improve the variety of food
available.
h. To develop food resources for 1,500 seasonal food baskets
through Care and Share.
County Work Experience Proeram
Goal: To provide needed community service employment at public
and private, non-profit agencies and organizations to be
undertaken by participants receiving General Assistance.
Objective: In FY 87, to provide 800 enrollees with needed community
service work experience.
Tasks: a. To obtain voluntary houi expansion from 10 participants
for placement in skill building training slots.
b. To conduct 24 workshops for program participants on
job seeking, appearance, and interviewing.
Head Start Home Based Proeram
Goal: To offer a part day home based child development program
for isolated rural low-income families with pre-school
aged children.
Objective: In FY 87, to provide 90 children with a part day home based
development program.
Tasks: A.To establish 6 home-based classes to serve rural low-
income children in their homes that would otherwise
be excluded for Head Start service due to lack of
transporation or accessible center -based classrooms.
b. To provide 2,916 parent-child teaching conferences to
isolated rural low-income families.
c. To provide 1,620 classroom days of preschool and compre-
hensive educational support to isolated rural low-income
children.
'J
265
1903
�L
L:
1
is
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR: _Ann Rilev
AGENCY NAME: _Nandic� rnr
ADDRESS: 421 S. Lino vim-. 3122
PHONE: 354-7641 n
COMPLETED BY:
APPROVED BY OARD:
CHECK YOUR AGENCY'S BUDGET YEARauchorTzed signatur
on /0 G 86
1/1/87 - 12 ate
4/1/87 - 3/31/88 v
7/1/87 - 6/30/88
10/1/87 - 9/30/88
COVER PAGE
Program summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Program 1:early intervention services for handicapped children -
Meets the needs of families and children, infancy to six
years developmentally, with multiple handicaps in the least
restrictive environment, Handicare will provide early in-
tervention for theme handicapped childrenand job training
for members of the community so families of the disabled
will have quality assistance.
Program 2: Preschool/Daycare for non -disabled children -
Provide child davelopsmot activities for non -disabled
children, infancy to seven years, in an environment with
children having special needs.
Local Funding Summary: 4/1/85 - 4/1/86 -
3/31/86 3/
United Way of Johnson County
City of Iowa City
Johnson County
City of Coralville
not Incluaa I 5
nrted 91riny 5
FY 86
SEE BUDGET s
our
SEE Ou" 5
---- s
1
1/87 -
C
1 $3'0-0-00 1$ 2025
FY 87 FY 88
S 5 N A
5 $ N A
u
N/A I S
/903
BUCGET SUbmP ,Y
Enter your Agency's Budget Year
I
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
1. TOTAL OPERATING BUDGET (Total a + b)
a. Carryover Balance pm,QU2 css oi '
j
2 400
1664
(40213)
1987
178507
(29336)
b. income (Cash)
123736
237297
207843
2. TOTAL EXPENDITURES (Total a + b)
165613
226420
200747
a. Administration
39911
27467
29927
b. Program Total (List programs below)
125702
198953
17082o
72735
130980
119230
52967
67973
51590
3. ENDING BALANCE (Subtract 1 - 2)
40213
(29336.
X22240)
4. IN-KING SUPPORT (Total from Page 5)
7524
12250
I55o0
5. NON-CASH. ASSETS55743
74325
59017
Notes and comments:
INCOME DETAIL AGENCY:
ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM
LAST YEA PROJECTE NEXT YE
I. Local funding sources(List below 375 3101 1843 43 1000 800
a. Johnson County �w '
b, City of Iowa Gity ;off
c. United Way 3,75f 3101 1843 43 1000 800
d. City of Coralville
e.
2. State, Federal, Foundations (List) 1 15000
64000
4000
2000
2000
a. Community Dev. Block Grant
49000
b• Variety Club 15000
15000
4000
2000
200C
C.
d.
3. Contributions/Donations
663
715
1000
700
300
a. United Way Designated Giving
b. Other contributions
715
1000
700
300
4. Special events(List below)
1
553
I.C. Striders Hospice
308
4500
3250
1250
a•Road Race
1081
1500
1500
b, Annual Spaghetti Dinner
1500
2500
1500'
1000
C. Jeselry Sales
500
500
250
250
S. Net sales -services 106645
158000 1186000
30000
110000
46000
6. Net sales -materials
7. Interest income
8. Other(List below,including misc.) Soo
10500
8400
5250
5250
a Misc. donations
100
100
50
50
b. Service Club Donations
500
2000
2000
1000
1000
C. State nutrition reimburseme
6300
8400
4200
4200
TOTAL INCOME (Show also on page 2,
line lb) 123736
237297
207843
30043
122200
55600
Notes and comments:
268
E4�1 3
/9003
Ice
terctiuliURE DETAIL
AGENCY: u,..Air,r . Inc.
4
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
1
PROGRAM
2
1. Salaries
78852
122775
143300
25200
88050
3005^,
2. Employee benefits b taxes
9807
15000
17472
2802
9780
4890
3. Staff development
63
75
150
25
125
4. Professional consultation
250
S. Publications/Subscriptions
336
75
75
75
6. Dues & Memberships
75
60
100
100
7. Rent
6358
9000
9000
500
4250
4250
8. Utilities
2086
4800
5000
2500
2500
9. Telephone
1140
1485
2100
600
750
750
0. Office supplies b postage
707
450
loo
200
300
200
1. Equipment purchase b rental
1650
4500
5000
3750
1250
2. Equipment/Office maintenance
488
250
300
50
200
50
13. Printing 6 publicity
858
650
450sG
300
100
4. Local transportation
417
200
300
150
100
50
5. Insurance
430
1900
3200
50
2100
1050
6• Audit
1400
1400
300
600
500
7. Interest
446
5000
1200
600
600
B• Other (specify):
1415
1000
1500
1000
500
9. Building 6 Grounds Expense
284
550
1000
500
500
0. Groceries
5959
8000
8500
4250
4250
21. Miscellaneous Expense
362
22• Interior/Exterior Improv.
53880
49000
TOTAL EXPENSES (Show also on
page Mine 2)
165613
226420
200747
29927
119230
51590
Notes and comments: In 1986 we have paid off our $13000 loan with $1441 interest also
$8942 toward the loan to Moore Construction
He had to take out $9500 in notes for general running costs for the
first 2 months of 1986, plus $3941 interest free rent for St.
Patrick'b Church.
4
—I
Total Salaries Paid 7 14.9 14.5 7885E 122 775 143300
• full-time euuirdent: 1.0 • Full-time; .S . lair.time; *CC.
* Position abolished
RESTRICTED FUNDS (Complete detail, Forms 7 b 8)
Restricted by: Restricted for:
Variety Club
Foundation Building Fund 15000 15000
faant Building Fund 1 1 49000
}iATC'fi;G G=rNTS
Grantor/Matched by:
I
IN-KINO SUPPORT DETAIL
Services/Volunteers Grant Wood Professionals
Co=unity Service Vol. 7524 12250 15500
Material Goods
Space, utilities, etc.
Other: (Please specify)
16.7
270
s
_ /9e3
•
AGENCY: '.
uandirare
ine
Atucn eeolanaclon of any difference
salary available and
LAST, YEAR
THIS YEAR
NEXT YEAR
S
i
SALARIED POSITIONS actual sen alary o
ACTUAL
PROJECTED
BUDGET
CHANGE
Position Title / last Name PTE*
LastlThis I Next
Year Year Year
r
Thpirapist/Lacina .4 1 1
5501
12000
13500
12.5%
1' 1
16563
17275
18200
5.4%
1.
1
14479
2000
0
1.
1
12281
13500
14900
10 42
Total Salaries Paid 7 14.9 14.5 7885E 122 775 143300
• full-time euuirdent: 1.0 • Full-time; .S . lair.time; *CC.
* Position abolished
RESTRICTED FUNDS (Complete detail, Forms 7 b 8)
Restricted by: Restricted for:
Variety Club
Foundation Building Fund 15000 15000
faant Building Fund 1 1 49000
}iATC'fi;G G=rNTS
Grantor/Matched by:
I
IN-KINO SUPPORT DETAIL
Services/Volunteers Grant Wood Professionals
Co=unity Service Vol. 7524 12250 15500
Material Goods
Space, utilities, etc.
Other: (Please specify)
16.7
270
s
_ /9e3
AGENCY: Nandicare. Inc.
LAST
'acAcn ublanacion of any dlt/ereI S lesveen
available and AM& wlarY paid
SALARMO POSITIONS
Position Title / Last We FTE*
Last This Next
Year Year Year
Teacher/ Williams .75 1. 1.
YEAR
ACTUAL
�
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
%
CHANGEanndal.salary
8656
11000
12000
9%
6950
8000
10600
32.5%9
Teacher /Jiras/Na el 11.
.
1
1,
4055
9000
9800
9%
Teacher/Floss/Kru 1
4
1.
1.
703
8000
3000
8600
8000
87.
**
Teacher Shaffer ed
.5
1.
1
8000
6000
.75
2000
6000
**
Aide/Christiansen
,5
2000
2000
0
Aide Larson/Morgan
,8 I
, 1
,5
6036
6000
4600
AidetGlosser/Crow 1
I
.25
,5
2000
4000
*
1
Bookkeeper!:Sor;an I
I
.25
I
4000
innn
*
1
;;ainc. Sforker.Art
.25
11 .25
89
2000
-
Aide,'Ehert I
I .25
2000
0
n
Aide/Veasman
I I .25
1
..2000
7 0
n
Aidei;lensch
1
I .25
1 15
2000
1200
,lidelWillard
1
I .15
I
1000
19 �
*'
Aide/Carman/Rickerd
1 .4
1 .5
1 .5
3539
4000
4000
Workstudy - 3 'Stine pos. I ,01
1.5
1 1.5
2000
5600
**
1
1
* change in FTE rate
II
II
** positions started in Eall 1986
I
:ull-tire e^-uiaalent
1.0 = Full-time; .5 = Half-time; etc.
2
C.• C 7
5a
/903
E
�.:�•��+. Handicare, Inc.
Ute. K: II ULIMI�
Work 'Week:
Does your staff frequently
worx more hours per week
than they were hired for?
Yes _g,( No
How do you compensate for overtime?
xx tire off xx none
u. time and other (ssnclfy)
a half pay
O- : -,"7.;'S POINTS
-
3 RATES
ACTUAL
Comments:
-THIS YEAR
BUDGETED
Minimum Maximum
TAXES AND PERSONNEL BENEFITS
LAST YEAR
$-/Mon.
PROJECTED
NEXT YEAR
Disability Ins.
(List Rates for Next
Year)
given
Life Insurance
_
$ /Mon.
Dental Ins.
TOTAL
$9807
"Staff Overtime -
$15000
$17472
�
PICA
x 5 143300
$5732
_D 4
8855
10246
12 i. Days
n 1_
POINT TOTAL
Unemolovment Como.-
2.3 1 x 5143300
$1573
2218
3296
Worker's Comp.
.3 % x 5143300
$ 250
300
430
Retirement
I x 5
S 70per mo.:5 indiv.
Health Ins.
oer mo.: family
$2252
3627
3500
Disability Ins.
I % x S
Life Ins.
I S per month
Other
( x
%x s
How far below the Salary
Study Connittee's
recommendation is your
director's salary?
$3729
$3017
$1092
Sick Leave Policy:
Maximum Accrual 96 hours
Months of
Operation During
Year: 12
12 days per
days per
year for years_ to
year for year _ to
Hgurs of
Service: ;:On am
- 5•nn
Vacation Poiicy:
Maximum Accrual e0hour"s
Holidays:
1,)_ days per
year for years tc
days per
_
year for yea _ to
a
days per year.
Work 'Week:
Does your staff frequently
worx more hours per week
than they were hired for?
Yes _g,( No
How do you compensate for overtime?
xx tire off xx none
u. time and other (ssnclfy)
a half pay
O- : -,"7.;'S POINTS
-
3 RATES
ST;FF BE?IEFIT POINTS
Comments:
Retirement
_ 5 /Mon.
Minimum Maximum
Administrative Overtime -
Health Insurance
$-/Mon.
0 12
Time off or no compensation
Disability Ins.
_
S /Mon.
given
Life Insurance
_
$ /Mon.
Dental Ins.
_
$_/Mon.
"Staff Overtime -
Vacation Days
in in Days
_n in
Time and S Pay
Holidays
A A Days
_D 4
Sick Leave
12 i. Days
n 1_
POINT TOTAL
'in
_n U
6
lJ
r
F
lincicatni
AGENCY: Handicare if acplicaolej
DETAIL OF RESTRICTED FUNDS
.(Source Restricted Only --Exclude Aoara Restricted)
i
�.. A. Name of Restricted Fund Restricted Building Fund
1. Restricted by: Variety Club and Handicare Board of Directors
2. Source of fund: Variety Club Foundation Donation.
3. Purpose for which restricted: Interior Construction for program expansion
G. Are investment earnings available for current unrestricted exoenses?
Yes x No If Yes, what amount:
E. Date when restriction became effective: Allocation Date Sept. 1986
i
6. Date when restriction expires: When Fund is depleted Projection December 198
7. Current balance of this fund: $667.00 in month of October 1986
B. Name of Restricted Fund Community Development Block Grant -.Building Funds
1. Restricted by: _ CDBG guidelines and Handicares Board of Directors
i
2. Source of fund: Hud monies Iowa City CDBG Funds
.. Pur;ose for which restriC:Ed: Acessability Rano and Playground Construction
a. Are inves -ent earnings available for current unrestricted expense_?
Yes x.'lo If Yes, what amount:
E. Data wren restric- on became effective: Allocation Dace of ¢rant
6. Dace when restriction expires: When funds are depleted oroiection cn-,, i9?
7. C,:rre—. balance of this fund: $27.000. in November 1986
C. :Tare of Res:ric:ad Fund
Restricted by:
2. Source of fund:
3. Pur;ose for which restricted:
a. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Data when restriction became effective:
6. 02te wnen restriction expires:
7. Current baiance of this funa:
J 273
7
-1
Agency:
NdNnTvAnp
AGENCY Y N_ I�STORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
The ph;osophy that guides Handicare's Program is that all
children, regardless of any handicapping condition, should
have the opportunity to grow and develop to their maxim
Potential. Haodicswe coutinoes to provide:
Johnson County's only Center -based early intervention
ProgrIntegration disabled for Children
ation ofdisabledandnon-disabledachildrene�
alike, In sn enviroasent that enhances needed learning
.and davelopmsntal skills.
One of the few Center -based facilities for children
under two years of age in Johnson County,
Year round developeestsl programming for disabled
children aged 3 and older. No other Projram in Johnson
County Provides these essential services.
Quality full-time nursing supervision (RN) to meet the
special medical needs of both disabled as well as non -
disabled chilren. Essential consulting and support
services in the form of daily interactions and feedback
with all families regarding the iaily progress of their
children,
On November 25, 1985 Handicare expanded it's program through a move
to 421 South Linn in Iowa City.
daily ruesThis fall Handicare reacted its
and confereeng capacity of 45 full-time children and 15'after-school
nce day school age handicapped children.
Wheel chair accessibility to the building was completed this
Past month. Until that time children were carried in the building
along with another trip for their wheelchair.
Plans are underway to construct and fence in a safe playground
for Handicare children, Local Service Clubs have been fundraising
for spring of exterior play equipment
by s. This project should be completed
1987. Interior improvements will be on going as fundings permits.
There have also been administrative revisions at Handicare this past
year. The Business Administrator position was ne
the expansion move, d shortly after
Ann Riley i■ elimistill the Executive atDirector and remains
a non-voting member of Handicare', Board of Directors. Handicare's
bookkeeping system has been computerised through local volunteers. A part-
time bookkeeper nukes weekly eDirc
yearly. Handicare', Board oto gstewwsed sad Crim.Accounting audit,
business backgroundsf Directors has added members with strong
.
P-1 274.%
01
3
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
To provide:
1. Specialised day programing to meet the needs of children with
multiple handicaps in a setting with non -disabled children.
2. Earliest possible intervention to enable these children to achieve
their minimum potentials in society.
B. Program Names) with a Brief Description of each:
Program 1:
A. Early intervention/daycare for disabled children in a
Nlnstcam environment.
B. ARC respiteworkera match and training.
Program 2:
A. Daycare/Preschool for non disabled children
C. Tell us what you need funding for.
United Way - Health insurance packages for six full-time staff $4886
These benefits will assist in keeping professional staff employed at
Handicare.
D. Management:
1. Does each professional staff person have a written job description:
Yes .. No
2. Is the agency Director's performance evaluated at least yearly?
Yes Tv No By whom? Ban" of DiVAInvo.a
E. Finances:
1. Are there fees for any of your services?
Yes xx No
a) If "yes", under what circumstances?
Private tuition, Johnson County contract for disabled children and
state income guideline contract.
b) Are they flat_ slidingi(A_? plat - Program 2 non -disabled
Sliding - Program 1 Johnson County contract for disabled children
Sliding - Program 2 children whose parents meet state income guidelines
J for daycare assistance. P-2 275
r �
r-
C) Please discuss your agency's fund raising efforts, if applicable.
This past year Handicare has received 15,000 from Variety Club of
Iowa to be used toward capitol expenditures incurred with our expan-
sion. Local service clubs have pledged $2,000 towards equipment
Purchases. Our first annual Spaghetti Dinner given by the Board of
Directors raised $1500. Fund from this annual event will be used
towards generral expenses or equipment or needed.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
1. How many residents of Johnson CountyUnits of Service 24
Coralville) did your agency serve dring You (including Iowa City and
budget year? 9 Your last completed
a) Duplicated Count N/A Year 1985
b) Unduplicated Count .17
2. How many residents of Iowa City did your agency serve during
Your last completed budget year?
a) Duplicated Count MA
b) Unduplicated Count 31
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count N/A
b) Unduplicated Count 6
4. How many units of service did your agency provide to Johnson
County residents last year?
5. Please define your units of service
One full day per children per day
276 `,J
a
6. In what ways are you planning for the needs of your service
population in the next 5 years?
Satellite sites in surrounding counties. Application to Federal
funds to establish the first satellite sit in Linn County in 1987.
Increased expansion of practicum sites for University students in the
fields of nursing, recreation and music therapy, social work and
education. Increased job training positions for JTPA, Mayors Youth
and Poe. Rehab.
Expanded day respite hours for Saturdays if the demand can be documented.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
In the past Handicare's Board of Directors did not have members with
strong business backgrounds or expersiuce on governing boards.
During this past year the Board members have become more active,
assertive and have voted in new members with a better business sonde.
8. List complaints about your services of which you are aware.
Agency director is a novice in administrative skills for such a large
+/ program.
During the first six months of expansion there were complaints of
communication problems between parent and staff and public school
staff. Since then we have establish goal sheets, daily activity
shuts, and a newsletter. The goal shuts have been shared with the
chool stem al n wi ro s ss over he r on school children.
9. do you Ryave a waitfng rl�is� o� Rave you �iad iomiurn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
Handicare continues to be the only Title 31 authorised dayeare for in-
fants and children under 3 years in Johnson County. We currently have
30 children in this age group. The majority on our waiting list have
children in this age group and have title III usistance.
How many people are currently on your waiting list?
20 families most for infante and children under 2 years.
10. In whatbway arelyour agency' sh servicesg publicized?
The 4 C's of Johnson County Dayeare/Preschool Brochure; Yellow
pages and business section of phone. book; Handicare's Brochure is
available through many community agencies (Hospital Schools, Department
of Human Services, local pediatrcians, University College of Nursing,
University Department of Education and Social Work and the Iowa City
Public Library). Also University of Iowa course schedule book, television
J and newspaper coverage on services. Local service clubs have Handicare
do presentations to their members each pear.
P4 277
AGENCY GOALS FORM
a
Agency name Handicare Year 1986
Name of Programs: Program 1 - Early Intervention
Program 2 - Daycare/Preschool ,.
EARLY INTERVENTION
Coal: To provide specialized services to meet the needs of families and children,
infancy to six years, with multiple handicaps in a least restrictive
environment.
Objective A. Improve interior and exterior of facility for Handicare's
program to provide early intervention programming to an estimated
30 families.
Tasks: 1. Construct and fence a safe payground area for out of doors
activities.
2. Make interior improvements to promote better utilization
of space.
3. Provide direct care staff (teachers 6 aided to every 4
children enrolled.
4. Utilize 16 part-time volunteers in activity areas to increase
staff to child ratio to 1 for every 2 or 3 children.
5. Provide daily learning and therapy activities that promote
early intervention and developmental progress.
6. Enroll children with and without disabilities in a 50 percent
ratio.
Objective B. In 19870 provide job training to young adults with various
handicaps interested in pursuing child care as an occupation.
Tasks: 1. Annually provide six job training opportunities to JTPA,
voc. rehab or Goodwill Threabhold participants.
2. Hire trainees if job opening is available and trainee proves
qualified.
Objective C. In 1987, provide support services to families with a handicapped
child.
Tasks: 1. Provide a match and training service for respite workers
referred through Johnson County ARC.
2. Provide daily consultation times with parents of children
enrolled at Handicare.
3. Provide referral services to appropriate comunity agencies
and public schools for individualized needs.
278 �11,
/903
DAYCARE/PRESCHOOL
p=OL
Coal: To provide child development activities for non -disabled children,
infancy to 7 years of age, in an environment with children having
speical needs.
Objective A: Improve interior and exterior of facility for Nandicare's
program to provide Preschool and child development activities
to an estimated 30 families.
Tasks: 1. Construct and fence a safe playgound area for out of doors
activities.
2. Make interior improvements to promote better utilization
of space.
3. Provide direct care staff to every 4 children enrolled.
4. Provide daily learning activities to promote child
development.
5. Enroll children with and without disabilities at a SO
percent ratio.
Resources needed to accomplish program tasks:
I. Director
2. 5 Full-time teachers
3. 1 Therapist
4. '3/4 to full-time cook and nutritionist
5• 1F time registered nurse
6. time bookkeeper
7. 14 part-time aides
8. 3 work study students
9. Volunterra and practicum students from the University of Iowa
Departments of Education, Nursing, Recreation Therapy, Social Work
and Music Therapy
10. Liability insurance for building and grounds
11. Nine activity rooms, kitchen and boarhroom
12. One room for administrative office, supplies and equipment
13. Equipment and supplies for recreational, theraputic and preschool
activities
Cost of program:
In 1986:2 6420
In 1987: 20747.'
279
/903
HU"A:N SE2'r'hCE AGENCY BUDGET FORM DIRECTOR: Donald R. Osborne
CITY OF CORALVILLE AGENCY NAME: HillcrestFamily Services
Dubuque,
JOHNSON COUNTY LITY OF IOWA CITY ADDRESS: 2005 Asbury Rd. IAPHONE: (319) 583-7357 X00
UNITED WAY OF JOHNSON COUNTY COMPLETED BY: Jutta Denbur 8 Paul Porter
APPROVED BY BOARD:
CHECK YOUR AGENCY - S BUDGET YEAR on 9/11/86 aUthorlZed signature)
1/1/87 - 12/31/87 date)
4/1/87 - 3/31/88
7/1/87 - 6//30/88
101/1/86- 190/3/87 —R ---
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Iowa City Residence (ICR) is a residential care facility for fourteen psychiatric
adults who are returning to the community from private and public mental health
hospitals and institutions. The purpose of this program is to assist the
resident in learning skills so he/she can live in the community.
C
Local Funding Summary:
City of Coralville NAS
NA S un t 2�'
I
/ 903
'r
i
13
.J
Iowa City Residence
ACTUAL THIS YEAR BUOGETED
Enter your Agency's Budget Year ttn inA YEA
tnLASPROJECTED NEXT YEAR
2
281
/9a3
-T
1. TOTAL OPERATING BUDGET (Total a + b)
JI n
197,588
199 899
"'10/31/871
209,955
:,
a. Carryover Balance em,.ncolr,
13 305)
(8,190)
(1,700)
b. Income (Cash)
210.893
208,089
211,655
2. TOTAL EXPENDITURES (Total a + b)
205,778
201,599
211,655
a. Administration
28 809
28,224
31,012
b. Program Total (List programs below)
176,969173,375
180,643
Iowa City Residence
176,969
173,375
180,643
3. ENDING 8ALANCE (Subtract I - 2)
(81190)
(1,700)
(1,700)
4. IN-KINO SUPPORT (Total from Pae 5)
-0-
0-
-0-
S. NON-CASH ASSETS
283.741
291,500
294,000
Notes and comments:
(1) Non-cash assets purchased with Capital Fund Drive monies from contributions and
Community Development Grant from the city of Iowa City. Purchase of house, addition
and remodeling of house, and furnishings purchased 10/31/84 fiscal year.
(2) Iowa City Residence was a deficit program from its inception in 1977. As of
11/1/83, the carry over balance was ;(40,021).
2
281
/9a3
-T
MCC.'!E 3E?1IL
F
l funding sources(List belowohnson Countyity of Iowa City nited Wayity of Coralville
MContributions/Danations
i,Foundations(List)
C.
/Donations Designated Givingtributions
4. Special events(List below)
I.L. Striders Hospice
a•Road Race
b.
S. Net sales
8. Other(List below,including misc
a.
b.
c.
TOTAL INCOME (Show also on page 2,
line ib)
Notes and comments:
AGE.'tCY: Hillcrest Family Services
Iowa City Residence
ACTUAL THIS YEAR BUDGETED AVIU. PROGPAN
ST YEA F PPOJECTE NE?T YE' r-
-0- 1,750 5,280 -0- 5,280
mm�
5111
1,375
136
1,235
375
56
31
1,000
80
92
11000
150
85
1,000
150
85
204,004 30,6561 173,344
) 208,0891 211,651 30,942 180,711
282
3
/903
0
EXPENDITURE
"I'ILI"'L 101111 if July II.v]
AGENCY: _Iowa City Residence
4
LVJ
/y103
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRA14
1
PROGRA?'i
2
1. Salaries
117 833
121,721
124,443
21,778
102,665
2. Employee benefits 1 taxes
19 431
22,469
26,206
4,586
21.62
3. Staff development
987
335
800
-0-
800
4. Professional consultation
674
1.199
700
600
100
S. Publications/Subscriptions
343
445
400
-0-
400
6. Dues 6 Memberships
_n_
1 .000
7. Rent
546
546
546
546
-0-
8. Utilities
7,622
6,209
6,800
1,020
5,780
9. Telephone
4,313
3.773
3,910
391
3,519
0. Office supplies i postage
3 061
2,281
2.800 1
420
2,380
1. Equipment purchase b rental
-0-
-0-
-0-
-0-
-0-
2. Equipment/Office arintenance
610
390
13. Printing 8 publicity
P59
745
500
-0-
500
4. Local transportation
720
1.027
1.100
165
935
5. Insurance
3 156
4,160
4,500
675
3A25
6• Audit
375
400
425
-0-
425
7. Interest
14,889
12,400
12,000
-0-
12,000
8• Other (specify): Building dGroupdq Sun.
5,205
3,001
3,000
-0-
3,000
Food,ent Kecreation, at
9. Personal Su li
16.353
14.575
15,600
-0-
15 600
O Care of Bldg. 8 Grounds
intpnanrp
21. Vehicle Owned Expenses1
749
1,393
1J75
221
Recruitment s an mp oyee
22.p { Mi
-
TOTAL EXPENSES (Show also an
page Wine 2)1
205,778
201,599
211,655
31,012
180,643
Notes and coawents:
4) Includes data processing fees for computer time and programming fees for updating
programs. Also includes non -covered medical and legal fees.
6) Dues for Council on Accreditation, Iowa Council of Families 6 Children Agency and
Iowa Health Department.
4
LVJ
/y103
I ..
Hillcrest Family Services
AGENCY: Iowa City Residence
nr a,Ifeeence
...Tale e"e
its Next
:ar Year
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
CHANGE
117 833
121,721
124,443
2,2%
orms 7 & 8
for:
5
284 V
/ 4?0 3
j-
J
Hillcrest Family Servic
AGV CY: Iowa City Residence
uslmmon Of /nr maln "r'CTUA LAST YEAR
unw.W,rr,+alai• waw/i w,,,,y cup ACTUAL
.l
SALAR M POSITIONS
Position Title / Last Name FTE*
Last This Next
Year Year Year
Program Coord./Denbur .85 .85 .85 18,018
THIS YEAR
PP,O.',ECiED
20,261
NEXT YEAR
BUDGE'
21,381
-
CHA.';GE
5.5%
Resident Couns. Armknecht
Resident s. t
1.0
1.0
1.0
1.0
0
1.0 13,919
1.0
1.0 13,011
13,230
2 500
13,230
13,235
13,104
13,104
---
4.8%
(1.0%)
Resident Couns./Specht
1.0
1.0
1.0 12,900
12,500
12,450
( .4%)
Resident Couns./Connors
.5
.5
.5 6,426
6,615
6,681
1.0%
Resident Couns. DeBru n
.5
.5
.5 6,511
6,693
6,760
1.0:
ck-ups
1.0
1.0
1.0 13,400
13,400
a 13,936
4.OA
--
.15 ----
2,510
2,610
4.0:4
Asst.Exec.Dir./Hartman
.25
I ,25
.25 1 8,463
8,622
8,626
---
Dir. of Finance/Porter
.09
I ,09
,09 2,939
2,957
2,958
---
Exec. Director/Osborne I
.03 I
.03 1
,03 1,273 1
1,282
1,283
--
Bkkp/Computer/Kurt I
.15
.15
.15 1,973
1,953
2,077
6.3;
Bkkp/Computer/Logen
OS l
,08
.08 1,163
1,141
1,168
2.4%
Secretary - C.R./Foster l
.10 l
.10
.10 1,102
1,158
1,204
4.0%
Secretary - C.R./Reck I
.10 1
.10
,10 1,211
1,254
1,254
Secretary/OffsetPrt/Krapfll
.11 I
.11
.11 1,385
1,387
1,493
7.6%
Statistician/Sec/VyverberJ
,09
.09
.09 1,027
1,028
11119
8.8%
NOTE: 55 laries Faid for
d�d not a feet thelbase
his p
esent
alary t3r
ar 19 -86, incl
the lext year.
ded a one time
A
bonus of
0 which
on the base. For She bu
would be added to the ba
get yea
e. Th
1986 7, we hav
Pro r Coordi
figured a
increase
hich
on 9/1/86 for ext r resp
were granted last ear.
nsibili
ies ta ten on in ihe
program.
Clerical ad
ustments
I
"Full-time equivalent
1.0 a Full-time; .5 • Half-time; etc. 117,833
121,721
124,4432.2',
Sa
1943
'.8:
I
-I
�r'
r
BE::EF!T DETAIL
AGENCY:
YEAR
Iowa City
Residence
THIS YEAR
6UCGETEO
�- -�
PPO,i"r-�•
yr
19,433
TAXES AND PERSONNEL BENEFITS
ACTUAL
AST v
(List Rates for Next Year)
�- -�
IE.� yE--
TOTAL
19,433
22,469
26,206
FICA 7.2 S x 5124,443
Pay t ua ai u on latms
8 664
8,958
UPT'ovment Como.' x S
x a arses x 1.52
0-
0-
Worker's Como. Y x 5124,443
672
1,665
Retirement .059; x 592,708
3,969
5,470
lIns. *702.1Aer mn.: inoly.
'
Hpgencyw
S wr %,: family
6 443
8,233
8,816
t Ins. .0054% x 592,708
P72
343
. I -f -.0086X x $92,708
Per*manth
4
500
5
588
797
x
pay up ondividual
rlow
the Salary Study Comittee's
tion is your director's salary?
Sick Leave Po11cy: Maximum Accrual 600 hours
Months of Operation During
Year: 12
12 days per year for�yeers_-=to
.
— days per year for year to
Hours of Service: Open 24
hours a day '
a ear round.
Vacation Policy: Maximum Accrual hours
Holidays:
10 days per year for yearsAfnT%rI st
= days
L-
ear
per year for year AlMrtp37
TA -7.
rs 70 days
, �
per year.
Work Week:
Does your staff frequently
How do you compensate for overtime?
work more hours per week
than they were hired for?
time off
X none
Yes X No
time and
other (specify)
a half pay
DIRECTOR'S POINTS 8 RATES STAFF B NEF T POINTS
Comments:
Retirement 17 SIO�9on. MiWum MaKunum
—
Health Insurance S.2LJMon. 12 —122
Disability Ins. —` $ Mon. i
Life Insurance p ,T
Dental
Z
Imon.
Ins. STT' Mon. 2
Vacation Oays 1ttdPDays
Holidays %r- Zo Days 10 0
-T'F
Sick Leagv�eS f'� Days L_ 12
Pers FBI 7' —£Days Z
01 71�_
6 286
/90 5
!1
0
Agency: Hillcrest Family Services
AGENCY HISTORY
(Using this page on] , please summarize the history of your agency,
emphasizing Johns000unty, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
Hillcrest Family Services began service in Johnson County in September, 1976.
The service was the Iowa City Residence for Women, a residential care facility for
adult women. The facility was located at 313 N. Dubuque Street and licensed by the
Iowa Department of Health. The facility hada capacity for seven women. The purpose
of the transitional facility was to bring the person from a public or private mental
health hospital or institution, help them learn skills so they could.lead independent
and contributing lives in the community.
In September, 1983 Hillcrest purchased, remodeled and built on to a house at 214 E.
Church St. This facility increased our capacity to 14 persons and is available to
adult psychiatric men as well as women. The remodeling and addition were completed
in February, 1984. (Please see attached brochure)
In July, 1985, Hillcrest Family Services received a grant of the Iowa Division of
MR/MH/DD in the amount of 824,384.00 to develop a Supervised Living Program for the
Chronically Mentally Ill in Johnson County..
Visiting counselors work with the persons
in their own apartment. Such a program helps to prevent rehospitalizations and most
importantly improves the quality of life for many of the mentally ill persons living
in apartments in Johnson County. The visiting counselor assists the person with
budgeting, monitoring medication usage, observe medical problems and beginning signs
of
of isolation andencourage
proggramhwillrsons help toeget theipersonsrfromtaork and psychiatriclme
hospital,
activities. program
institution or Iowa City Residence or County Care Facility reintegrated in the community.
This grant funding was completed in June 1986.
In 1986 Hillcrest Family Services continues to provide the SAL -Visiting Counselor program
to approximately twenty chronically mentally ill men and women in Johnson County. A
purchase of service contract has been developed with the Iowa Dept. of Human Services.
The Iowa City Residence remodeling of the lower level has been completed. There has
been a strong demand for the fourteen available beds during 1986 with a waiting list.
During 1987 with student interns we are working on a volunteer -compeer program for
residents at the Iowa City Residence and SAL consumers. In addition we continue to
emphasize and develop into both ICR and SAL programs the social rehabilitative model.
The social rehabilitation skills are crucial to the success of the residents and
consumers as they live independently in the community.
t. c,
287
P-1
/90,3
id
HILLCREST FAMILY SERVICES
ACCOUNTABILITY QUESTIONNAIRE r
A. Agency's Primary Purpose: Hillcrest Family Services is organized exclusively for
charitable purposes within the meaning of Section 501 (c)(3) of the Internal Revenue Code
of 1954, as amended, and to the extent permissible under Section 501(c)(3); the primary
objects and purposes of this corporation are to conduct and maintain a home or homes to
receive, care for, and place for adoption, infants or children who are abandoned,
neglected, dependent, or who may be assigned to it for care or adoption or committed
to it by the courts; to provide residential and group care, treatment and counseling
services to persons of all ages, and to exercise generally to the extent permissible
for exempt organizations under Section 501(c)(3) of the Internal Revenue Code of 1954.
B. Program Name(s) with a Brief Description of each:
Iowa City Residence (ICR) is residential care facility for fourteen psychiatric adult men
and women. The residential care facility is a halfway between the private or public
psychiatric hospital or institution and community living. The purpose of the program is
to teach independent living skills so the person can live in his community.
The Supervised Apartment Living program for the chronically mentally ill (SAL) is a
visiting counselor program to assist the person living in the community. Emphasis
is on quality of life, use of community resources, prevention of inappropriate rehospi-
talization, and medication compliance.
C. Tell us what you need funding for.
Hillcrest Family Services is requesting funds for the Iowa City Residence. The funds
are needed to supplement funds from county, state and federal funds and individual
and corporate donations to carry out the program services.
C.
D. Management: '
1. Does each professional staff person have a written job description:
Yes X No
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By whom? Personnel Committee of the
Board of Trustees
E. Finances:
1. Are there fees for any of your services?
Yes X _ No
a) If "yes", under what circumstances?
The Iowa City Residence is a flat per diem fee.
The Supervised Apartment Living program is an hourly fee.
b) Are they flat X sliding ?
P-2
288
903
HILLCREST FAMILY SERVICES
289
i
c). Please discuss your agency's fund raising efforts, if applicable.
Hillcrest Family Services receives funds from individuals, corporation
and sponsoring churches. The funds raised from
'
these sources are
used primarily for furnishings, household improvements and recrea-
tional activities.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
I. How many residents of Johnson County (including Iowa City and j
Coralville) did your agency serve during your last completed
budget year?
Nov. 1985 - Oct. 31, 1986
a) Duplicated Count Year Iowa City Residence (ICR)
17 ICR u�`1y T985 - dune, 1986
b) Unduplicated
Count Supervised Apartment Living
2. How many residents of IowaCity did your agency serve during (SAL)
your last completed budget year?
a) Duplicated Count f
(Hillcrest Famil
b) Unduplicated Count (Services keeps
(our statistics
3. How many residents of Coralville didyour agency serve during(by county, we
your last completed budget year? (do not have
(available city
a) Duplicated Count (statistics
b) Unduplicated Count
4. Now many units of service did your agency provide to Johnson
i
County residents last year? sg7 - sar. 2652 - ICR
5. Please define your units of service.
,.
A unit of service for the Iowa City Residence is 1 day (24 hours).
A unit of service for the Supervised Apartment Living is I hour.
i .�
P-3
289
"r
IIILLCREST FAMILY SERVICES
6. In what ways are you planning for the needs of your service
population in the next 5 years?
We are planning with student interns to develop a volunteer -compeer model for
residents of the Iowa City Residence and consumers in the SAL program.
We continue to study and train in the social rehabilitative model which is
necessary for skill training so the residents can live independently in the
community.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
The need for services for the Chronically Mentally ill in Johnson County is in high
demand. Hillcrest Family Services provides two programs to assist in this need.
Gaps remain in services for the mentally ill as deinstitutionalization continues.
Adequate fundi,pg for these services is less than is needed to expand and develop the
necessary programs. The individual needs of this population are varied and require
more or less service on short notice depending on the degree of the illness.
8. List complaints about your services of which you are aware.
That we do not have an opening as soon as someone is ready to move into the facility
and as a result need to be placed in a less appropriate setting.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
Yes, Yes, expand current services, utilize emergency housing, keep people in
county care facilities or institutions until an opening occurs. Develop a long
term chronic care facility.
How many people are currently on your waiting list?
Twelve people.
10. In what way are your agency's services publicized?
Hillcrest Family Services uses the media, public speaking to civic and social groups,
brochures, Hillcrest Calling (a quarterly newsletter to 19,000 persons), public
service announcements to make our services known as well as an opportunity to advocate
and educate the public about the needs of the chronically mentally ill.
P-4
290 L J
-I
AGENCY GOALS
Agency Name: Hillcrest Family Services Year: 1987-88
Name of Program: Iowa City Residence
Goal: To provide adult residential care to adult psychiatric men and women
in Johnson County in a safe, supportive, and rehabilitative setting.
Objective A: In 1987 provide this service and operate as least at 857,
capacity.
Tasks: 1. Continue to keep referral people informed of the program
and its purposes.
2. Keep brochures and public relations literature current.
3. Meet residents needs through individualized programing.
Objective B: Provide a quality program that includes well trained, educated,
and concerned staff.
Tasks: 1. Provide staff adequate in-service training, current
literature and workshops.
2. Hire persons experienced in mental health and dedicated to
working and advocating for the mentally ill.
3. Staff serve on local and state task forces and committees.
4. Educate staff on current information available on the
social -rehabilitative model in working with the chronically
mentally ill.
✓ Objective C: Provide a quality program to meet the needs of the residents.
Tasks: 1. Work closely with referral and collaterals in the community.
2. Work as an advocate on behalf of the residents.
3. Be aware of changing residents needs and adjust program to
meet these needs.
Obiective D: To maintain a safe, well furnished facility.
Tasks: 1. Replace furnishings as needed.
2. Meet Iowa Department of Health standards.
Ob ective E: To educate the public about mental illness.
Tasks: 1. Speak to civic and social groups about mental illness.
2. Advocate on behalf of our residents with employers and
collaterals involved in day to day activities.
3. Develop a Speaker's Bureau.
Objective F: Develop a compeer like program for the residents.
Tasks: 1. Recruit graduate student interns to develop program.
2. Develop a manual, screening materials and recruitment
materials.
J 291
/9403
-1
HILLCREST FAMILY SERVICES
Resources Needed to Accomplish Program Tasks:
1. Donated funds to complete lower level and replace furnishings as needed.
2. Four full-time, two part-time dedicated resident counselors and one full-time
program coordinator.
3. Volunteers to assist staff and speak to groups.
4. Volunteers for the compeer program.
292
/9e3
-1
F_
AGENCY GOALS
Agency Name: Hillcrest Family Services Year: 1987-1988
Name of Program: Supervised Apartment Living (SAL)
for Mentally Ill
Goal: To provide a Supervised Apartment Living program for mentally ill persons
living in Johnson County in apartments or family homes.
Obiective A: Develop a Purchase of Service Contract with the Iowa Department
of Social Services.
Tasks: 1. Amend current contract.
2. Develop a budget.
Objective B: Expand program to accomodate additional referrals.
Ta__e 1. Hire additional visiting counselors.
2. Continue to develop program to meet specific client needs.
3. Make changes after pilot year experience to meet the
requirements of those persons living in this community.
Obiective C: Develop community awareness about the needs of the mentally
ill who live in this community.
Tasks: 1. Advocate for our clients with landlords, employers, etc.
2. Speak to civic and social groups in the community.
3. Develop Speakers Bureau.
Objective D: Develop a compeer comprogram for SAL consumers.
Tasks: 1. Recruit graduate student interns to develop program.
2. Develop a manual, screening materials and recruitment
materials.
Resources Needed to Accomplish Program Tasks
1. Purchase of Service Contract with Iowa Dept. of Human Services.
2. 4-6 part-time visiting counselors.
3. Volunteers for compeer program.
4. Graduate student interns.
293
HUMAN SE=VICE AG-!iCY 3000ET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED 'WAY OF JOHNSON COUNTY
CHECK YOUR AGENCY'S BUDGET YEAR
1/1/87 - 12/31/87 x
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
DIRECTOR: Larry Anna Afifi, R.V., PhD.
AGENCY NAME: Iowa City Hospice, Inc.
ADDRESS: 500 Market
PHONE: 337-0640
COMPLETED BY: La rry Anna Afift
APPROVED BY BOARD:
authors ea signature)
On Oct. It 1986
(gate)
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Iowa City Hospice is a program for the care of terminally ill patients and
their families in Johnson County. There is no charge for services, available
following Physician certificaton of a terminal status of 6 months or less. All
ages, any disease are admitted.
I) Patient Care - Delivery of and coordination of physical and psychosocial services
from admission until death of patient. Includes all patients with primary caregivers.
2) No Primary Caregiver - Delivery and coordination of care for Hospice patients
living alone.
3) Bereavement - A one year program to family members and significant others following
death of pateint. Includes adult and children support groups open to non -Hospice
families.
4) Nursing Homes Support of Hospice patients in area Nursing Homes.
Local Funding Summary:
4/1/85 -
3/31/B6
4/1/86 -
3/31/87
4/1/87 -
3/31/88
United Way of Johnson County e�^�����"�c'w^Q
S 0
S 0
S 15,635
Johnson County SEE PAGGEVO9 r I S 0 I S 0 I S 2,500
City of Coralville I S n I S n 151.500
FY 86
FY 87
FY
88
City of Iowa City sp„fucaer
S 0
S 0
_$2,500
Johnson County SEE PAGGEVO9 r I S 0 I S 0 I S 2,500
City of Coralville I S n I S n 151.500
iuwa-utcv no5vice
EJCCET EUII!'A y
Enter your Agency's Budget Year
ACT
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
1985
1986
1987
1, TOTAL OPE--aATING BUDGET (Total a + b)
74,644
71.(.77
97.115
a. Carryover Balance w.•�a••<=��
36,118
15,680
- 2,757
b. Income (Cash)
38,526
55,997
99,476
2. TOTAL EXPENOIlURES (Total a + b)
58,964
74,034
99,476
a. Administration
10,500
11,025
13,500
b. Program Total (List programs below)
48,464
63,009
85,976
1) Patient Care
43,464
51,887
41,658
2) No Primary Caregiver
23'738
3) Bereavement
5,000
11,122
14,975
4) Nursing Hanes
5,605 '
3. ENDING -BALANCE (Subtract 1 - 2)
15,680
- 2, 357
2.357
a, iN-KINO SUPPORT (Total from Page 5)
31,700
49,836
1+7,504
S.—no-.-ASF ASSETS (comuucer)
0
'_,000
OCi)
Notes and comments:
While the total spent is accurate, the division between programs is
approximate.
295
/9D3
I
rEG••r uL
AGENCY: Iowa City Hospice
ACTUAL THIS YEAR BUDGETED A011I11. PROGiv::1 FROG;At1 I 1
LAST YEA Fo0agr NEyr YE'
1. LOCIT fundino sources(List below 0 0 14,976 3,427 11,557
a• Jonnson County °•��1,250 1,250
b. City of Iowa City 1,250 1,250
I
C. United Nay 11,726 923 10,803 1
I
e d City of Coralville 750 750
e. i
I
f.
t
2. StatejederalJoundations(List) 500
a• Braverman 500
b.
I c I
d.
3. Contributions/Conations 7,980 17,499 23,500 22,577 923
a. United Way Designated Giving 1,659 2,999 3,500 3$500
b. Other contributions 6,321 14,500 20,000 19,077 923
a. Special events(List below) 11,221 13,198 31,000 13,500 11,262
I.C. Striders Hospice
Road Race 8,221 10,198 21,000 13,000 7,000
b•Raffle 3,000 3,500 500 1,262 I i
j
C. Tree 3,000 7,000 7.000 I
d. Dinner �u
S. Net sales -services
6. Net sales -materials
1. Interes inccme 3,550 800
I
B. Other(List below.including mist.) 15,775 24,000 70,000 15,658
a. Churches 3,50n 4, Ono
b. Arsarl.,',a 13,7;5 JO,Un() n,nnll 15,658
c. Sorority ),UUq
d. RducaCli,n 500 1,000
I
TOTAL IGCC;IE (Shoe also on page 2,
line Ib) 78,526 55,991 99,476 1],500 I 41,658 t 27,)38
Notes and cements: t ` J�
2yo
C
�..•C�. Iowa City Hospice
'nrn-ir lc11L (Continued)
3a
/903
PROGRAM
3
1RO1R11
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PP.OG_;:1
8
1. Local funding sources(List below)
a. Johnson County
b, City of Iowa City
c. United Way
d. City of Coralville
e.
f.
2. State,Federal,Foundations(List)
a. Braverman
b.
C.
d.
3. Contributions/Donations
a. United Way Oesignated Giving
U. Other contributions
A. Special events(List below)
5,238
1,000
I.C. Striders Hospice
a. Road Race
1,000
b.Raffle
1,738
C. Tree
d. Dinner
7,500
5. Net sales -services
6. Net sales -materials
7. Interest income
8. Other(List below,including mist.
9,737
4,605
a. Churches
395
3,605
b. Memorials
9,342
c. Sorority
d. Education
1,000
TOTAL INCOlIE (Show also on page 2,
line lb)
14,975
5,605
Notes and comments: 297
3a
/903
I 22.
I TOTAL EXPENSES (Show also on 3,7]8
Page 2,1ine 2) 58,964 74,0]4 99,476 13,500 41,658 2
Notes and comments:
4
�,d�\ 1903
AGENCY: Iowa Citv Nospice
ACTUAL
THIS YEAR
BUDGETED
LAST YEAR
PROJECTED
NEXT YEAR
ADMIN.
PROGRAtiPROGRAr
1
1. Salaries
45,122
58,211
79,167
11,363
31,689
2,
19,350
2. Employee benefits b taxes
4,254
5,427
7,037
787
3,168
1,884
'. 3. Staff development
l
1,489
1,700
2,625
500
1,221
a. Professional consultation
0
0
404
0
0
0
0
S. Publications/Subscriptions
729
25
400
15
185
100
' 6. Cues b Memberships
175
310
535
535
7. Rent
0
0
0
8. Utilities
0
0
0
9. Telephone
380
500
600
200
200
10. Office supplies d postage
2,807
3,000
3,200
11. Equipment purchase 8 rental
2,000
500
2,000
p
0
2.. Equipment/Office maintenance
0
0
0
13. Printing b publicity
341
182
600
300
100
100�
4. Local transportation
S. Insurance
469
750
1,000
787
1,198
3,429
3,712
2,112
1,000
G. Audit
0
0
0
7. Interest
0
0
0
8. Other (specify):
9• Patient Supplies
0
500
600
600
I 22.
I TOTAL EXPENSES (Show also on 3,7]8
Page 2,1ine 2) 58,964 74,0]4 99,476 13,500 41,658 2
Notes and comments:
4
�,d�\ 1903
.J
nu=a) AGENCY: Iowa Cicv Hospice
■
•'
,®
PROGRAM
-
4a
299
/9103
-1
AGENCY: Sova City Hospice
Att,tll e,eleNtfol of In, °Iffe•eMe
SALARIED POSITIONS :C-emi°°"I4nlp.eefe....
Position Title / Last (lame FIE*
Last (This Next
Year Year I Year
See 5A
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
CHANGE
1985
1986
1987
Total Salaries Paid
2
2.8
4
45,122
58,211
79,167
367.
• full.tto wuleelme: 1.0 • rul l-tlr:.5 • Nlf-un: etc.
i
e
RESTRICTED FUNDS (Complete detailForms7 6 8
t
Restricted by: Restricted for:
NA
MATCHING GRANTS
Grantor/Matched by:
NA
IN -KING SUPPORT DETAIL
Services/Volunteers 24,600 38,236 55,900 46%
Material Goods 2,500 5,000 5,000 0
Space, utilities, etc. 4,600 6,600 6,600 0
Other: (Please speci`v)
3 1, 700 49,876 67,504 35;
t 300
5
C.
I
-f
IIS .
AGEUCY: lova City_ Ho=
5 YEAR N Y i
uu(n ,mivalon a( «r auh•mct aro-«n
LI(fr «,II(OIr (pQ ,((y(� ((�(( rou°
EALAP!ED o0SiT10.'IS
Position Title / Last Name FTE'
Last This Next
Year Year Year
Exec. Director / Afifi 1 1 1
Itnn
ACTUAL
1985
20,000
i„l NEXT YEAR
PROJECTED BUDGET
1986 1987
22,050 22,050
CHANGE
0
Patient Care Coordinator/
Tippe
.5 .875 1
12,000
15,761
20,000
0 *
Hospice Coordinator /
1st mo mo
.25 .75 1
5,622
6,450
10,000
0 *
vacant
Office Coordinator /Nowa
.25 .6 1
7,500
11,250
17,1
0 *
Social Worker / Murphy
0 asp mo Is rS mo
1,600
4,800
0.*
Bereavement Coordinator/
assC mo st6mo
0• .12 ,5
1,100
5.200
0•'*
.Heerens-Knudson
`
I !
* Please see additional
page 5a(I) I
All Ipositi4s do t
have an
salary inc
ease, butt
increas
is �ua to alnecess y
Sncreas
in hours f
llowing increase
in
pat ent/fa ly ca
I
I
�
� I
I
Full-time equivalent
1.0 = Full-time; .5 - Half-time; etc. 45,122
58,211
79,167
:a
301
/993
Pe
F'
The Iowa City Hospice Staff job description Is as follows;
Executive Director: assumes general responsibility for quality assurance,
identifying program needs, assurance of adequate staff and volunteers,
staff and volunteer education, community relations, medical and other health
and social professional relations and education, contractual agreements,
program funding, policy and procedure formation and adherence.
Patient Care Coordinator: responsiblefor coordination of all physical
aspects of care and for overall identification of patient care plan.
Responsible for patient care management, including direct nursing care,
for individuals without an angency nurse. Coordinates care for specific
Patients between all cooperating agencies.
Hospice Counselor: Responsible for all psychosocial aspects of care of
the patient and family (or significant others) from admission through
bereavement, a one year period following the death of the patient.
Coordinates care with other involoved agencies.
If a Hospice Counselor is not available, that job is divided into 2 jobs -
Social Worker responsible for psychosocial aspects of care from admission
until the death of the patient, and Bereavement'.Counselor responsible
for the one year following the death of the patient.
Office Coordinator: responsible for coordination of all volunteer activities
in office work, public speaking, community relations 1f draining activites.
Responsible for maintenance of records and files,npuii���on and all other
activites related to a functioning office. Assists in educational activities
and acts as a patient/family volunteer when an immediate need arises.
5a(1)
e�,
9-1
302 �'f
�.QA•', X903
i
TARES AND PERSONNEL BENEFITS
ACTUAL
THIS YEAR
BUOGETEO
t �
(List Rates for Next Year)
LAS, YEAP
PPOJEC'EO
UEZT rEAg
JFrector's
TOTAL
4,254
5,427
7,037
.0715 = x 579,167
'
It
175000
3 369
4,162
5,660
olovment Como.' .8 x S
224
224
244
er's Como. S
x
0
0
0
rement 0 "• S
x
h Ins. S59.22per mF-'I-fond v.
'—
0
0
0
oer mo.: Ofami ly
311
619
711
ilit Ins. I % S 422
x
350
422
422
LifeIns. S 0
I
per month
0
0
I
3 x
Ia x S
below the Salary Study Committee's
NA
NA
dation is your director's salary?
NA
eave Policy: Maximum Accrual 720 hours
Months of OperationDuring Year: 12
rs modays per year for years —to
J
days per year for year_ tc e
Hours of Service: 24 hours
daily
Vacation Policy: Maximum Accrual 160 hours
Holidays:
s per year for years b io 2
per year for year 6 4
8 days
per year.
rWorkWeek:
staff frequently
hours
How do you compensate for overtime?
per week
were hired for?
time offx
none
No
time and
other (specify)
a half pay
OiREt'vR'S POINTS S RATES STAFF BE;EFii POL':i5 Conments:
Retirement 0 S_/Mon. Minbnum Maxdmum
Health Insurance 0 S Ilion. 0 12
Disability Ins. 5 26 !Mon. 1
_I_
Life insurance _ J_ 5_/Mon. 0 0
Dental fns. ) S /Mon. p 0
Vacation Days 10 10 Days 10 10
Holidays 8 8 Days 0 g
Sick Leave 12 = Days 1-2 12
POIFIT :UTAL 31 31 43
`J
6
303
Agency: Iowa City Hospice, Inc.
AGENCY HISTORY
(Using this page onl , please summarize the history of your agency,
emphasizing Johnson ounty, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
Iowa City Hospice served its first patient/family unit in 1983. Units of care
are defined as patients/families, with coordination of care including the physical
and psychosocial care of not only the patient but the entire family as well. The
average daily census denotes the number of patient/family units that are being served
by Hospice at any one time. The average daily census has steadily risen from 3 (1983)
to 6 (1984) to 11.4 (1985) and finally to 20 during the last 6 months. Not only has
there been a rapid increase in census, but the types and numbers of requests for
services for each family for both physical and psychosocial cares has also increased.
During the fust several years, approximately 90% of the patients were diagnosed as
cancer patient:. This year approximately 20% of the patients did not have cancer,
but rather a wide variety of other diseases. During the past 18 months, the issue
of patients who are living alone has become one of major concern with from one-fourth
to one-third of our patient census at any one time in this category. To enable
Hospice to continue providing safe quality care to this growing group of Hospice r
individuals, increased and improved programming in this area must be done during �...
this coming year. Nursing Homes are being used by Hbspice patients more frequently,
and Hospice will beroviding improved support care in area nursing homes. The team
aspect of care is 0 ajor importance to Hbapice philosophy. Therefore, the
patient's primary physician, clergy, agency nurse, family, and any other involved
community agency is included as part of the Hospice team. Bereavement care is a
major aspect of the Hospice program, providing formal and informal support contacts
during the first year following the death of the individual to family and significant
others. Adult and children support groups are provided for Hbapice and non -Hospice
families alike. Hospice will be applying for Hospice Medicare to allow area families
to take advantage of this excellent benefit. This will also allow Hospice to accept
third party payment for some families. Since there are several major contracts that
are not yet completed, this has not been included in the budget for 1987. Since
Hospice is a relatively new entity, there are no clear guidelines for growth
patterns.
P-1
304
/?O3
... Iowa City Hospice
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
Delivery and coordination of physical and psychosocial care to terminally
111 individuals and families in Johnson County. Bereavement care following
the death of the patient for one year.
B. Program Nam(s) with a Brief Description of each:
patient Care delivery and coordination of physical and psychosocial care
of terminally ill individuals and families.
No primary Caregivers delivery and coordination of HOSpice care for patients
living alone.
Bereavaamt support care for familiea/significant others following death
of individual (1 year).
Nursing Home support of Hospice patients in Nursing Homes.
i
C. Tell us what you need funding for.
Increased staff hours because high patient/staff ratio at present does
not allow for highest quality care, and creates high staff and volunteer
burnout and stress.
I
D. Management:
1. Does each professional staff person have a written job description:
Yes x No
2. is the agency Director's performance evaluated at least yearly?
Yes x No By whom? Board
Staff to be added in Dec.
E. Finances:
1. Are there fees for any of your services?
Yes No x
a) If "yes", under what circumstances?
b) Are they flat sliding ?
305
P-2
i,• 1 1,/�o,s
Er
Iowa City Hospice
c) Please discuss your agency's fund raising efforts, if applicable.
Frequent talks to community religious, church and civic groups.
preparing for Hospice Medicare certification. Hospice RUN, identification of a
few grant sources.
F. Program/Services:
Example: 14cdays. enters
nethemsamecyear,ence she enterstheShelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including
ltIowa
City
etedand
Coralville) did your agency serve during y as
budget year?
a)° Duplicated Count Year 1985
b) Unduplicated Count 61 patients 6 families
103 Bereavement
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count
b) Unduplicated Count 49 patient/families
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count
b) Unduplicated Count 3 patient/families
4. How many units of service did your agency provide to Johnson
County residents last year? 6144
S. Please define your units of service.
* visits by volunteers or staff to patients or families
* telephone calls by/to patients or families to/from volunteers or staff
* bereavement support group contacts
P-3
306 1,—)
Iowa City Hospice
6. In what ways are you planning for the needs of your service
population in the next 5 years?
- Apply for Medicare Hospice Certificacion
Eligible for Medicare 6 3rd party Insurance Payment
- Further develop special program for Patients without Primary Caregivers
- Investigate Hospice House feasibility
- Increase professional student education by offering course 6 field study
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
- High job related stress - staff b volunteers
- Highly under -reporting of care units by volunteers.
- Very high patient/staff ratio
- Inadequate funding to increase staff ratio.
- "Newness" of Hospice without adequate history for long term planning
1� 8. List complaints about your services of which you are aware.
None
you
d to turn
9. awayofora
lack ofiability sto serve t or ethem? haWhat measurespeople
do
you feel can be taken to resolve this problem?
No
How many people are currently on your waiting list?
10. In what way are your agency's services publicized?
Service agencies
Churches
RUN Publicity
Hospice Newsletters
Contacts with professional groups 6 individuals
P-4
307
/9103
'r
i
Goals and Objegtives___Iowa City U222 -ice Inc 1987
Goal_ To meet all standards of care as outlined by Iowa
Hospice Organization.
Objectives_
1. Update the policies and procedures manual which
addresses the issues of patient care as needed.
Goal- To assist terminally ill individuals in Johnson County
who request services to live as comfortably and as normally
as possible, and to remain at home with their families if
they desire.
0b2ectiv_es-
1. Free the hospice patient from pain and unpleasant
Physical symptoms as much as possible.
Tasks
a. Work closely with attending physicians in
identifying and managing pain and symptom
relief through the patient care plan.
b. Utilize and update as necessary the Family
manual. Evaluate effectiveness as tool for
continuity of care and pain and symptom
management by June, 1987.
d. Update list of pharmacies in Johnson County
which stock preferred medications for pain and
symptom management at least once every January.
e. Hold at least 2 continuing education sessions
for nurses during 1987 to discuss pain and
symptom management of the terminally ill and
the hospice concept. ,
2. Ensure continued quality staff performance in Iowa
City Hospice care.
jg§ks
a. Provide at least 2 continuing education
programs for Hospice staff during 1987.
b. Evaluate the evaluation procedure for Hospice
staff by January, 1987. Make changes as needed.
c. Evaluate the support system for Hospice staff
members by January, 1987, Make changes as
needed.
Ensure continuity of hospice care throughout the
illness, regardless of the circumstances of the
308
/9e3
patient, and setting.
Tasks
a. Hold regular patient care stuffings on each
patient.
b. Ensure a recording system that enables all
i hospice team members, including the family, to
have all necessary information to facilitate
smooth continuity of care.
c. Have adequate contracts with hospitals, and
other agencies providing care. Monitor
contracts and identify areas of needed change.
d. Continue contacts with professionals and
others involved in all settings.
4: Continue the Quality Assurance and Utilization Review
procedure and plan during 1987.
Goal: To provide a caring environment for the terminally ill
individual and his/her family so that the individual may die
in peace and dignity.
Oblectiv_es_
1: Have a roster of trained volunteers to meet needs of
the patients and families of Iowa City Hospice.
Tasks
a. Continually assess the need for further volunteer
training.
b. Update the manual for volunteer training as
needed.
c. Develop a training manual for short term training
for community primary caregivers by March, 1986.
d. Hold at least two groups of training sessions for
hospice volunteers in 1987, and more -if needed.
e. Assess the utilized method of calling and
assigning volunteers by Aprilt1967, and make
changes as identified need.
f. Evaluate a procedure, evaluation tool, and self
evaluation tool for evaluation of volunteer
services by February, 1987.
g. Present at least four continuing education
programs for trained hospice volunteers during
1987.
h. Assess effectiveness of planned support systems
for trained hospice volunteers that provide
effective management of volunteer stress by July,
1987. Devolop changes as need identified.
i. Provide a system for ver-iiication of supervision
Ij
309
� 90
F
64dr�'
of health team and volunteers in patient and
family care by March, 1987.
2: Maintain a high level of satisfaction of care received
by the patient and Family.
IQQla
a. Develop a procedure and plan for evaluation of
client satisfaction by February, 1987-
b. Identify variables that determine satisfaction
of care, and measure them starting in March,
1987.
c. Based on results identified in 7.a, identify
needed areas of change For 1987.
d. Develop and utilize a procedure for evaluation
OF Hospice services by all involved team
members by March, 1987, and evaluate results by
September, 1987,
3: Suppart the patient and Family in working through the
reality of death and dying.
2091Ss
a. utilize and evaluate admission procedure far
working with the team and Family From the time
of admission to identify psychosocial needs
and utilize appropriate management strategies.
b. Develop a procedure For identification of
families needing preventive Family conferences
by June, 1987. Evaluate effectiveness of
.procedure by Novemeber, 1987.
e. Investigate the need Far a support group for
primary caregivers by November, 1987.
4: Continue to develop the cooperative program with
Johnson County nursing homes.
Iasks
a] Continue the friend support.
b] Develop nursing home staff inservice education as
need identified and offer programs by March,
1987.
c] Develop Family support group as requested and
Offer First support group as soon as possible.
d. Provide continuing consultation and support for
Hospice services to Hospice patients while they
are in area nursing homes.
310
.-
/yo.4
\,i
Objectives:
1: Support the family and significant others as they wort:
through the reality of the death.
Tasks
a. Provide adequate training for volunteers in
working with bereavement.
b. Evaluate effectiveness of bereavement policy
and procedure by July, 1987. Change as
need identified.
c. Identify methodology to monitor the health of
family members during the entire admission
period, including bereavemnt, by March, 1987.
Goal: To work with groups in Johnson County, surrounding
counties, and throughout Iowa to promaote the highest
possible standards of care for terminally ill individuals and
their families.
Objectives:
t: Continue to increase awareness of available Iowa City
r•� Hospice services throughout Johnson County.
Tasks
a. Conduct at least 24 community contacts with
individuals or groups in Johnson County to
identify knowledge, needs, and use of Iowa City
Hospice programs during 1987.
b. Increase professional awareness of Iowa City
Hospice programs through at least 26
professional meetings during 1987.
c. Increase the use of Iowa City Hospice services
by individuals who do not have a primary care-
giver at home and wish to receive hospice care
by identifying possible methods of care for such
individuals, assessing feasiblility, and taking
such steps as possible to effectively fulfil
needs.
J
-:. Work with other service agencies in Johnson County to
provide continuity of care, and ensure no duplication
of aervires emist:s by identifying agencies with
similar tnterasts and concerns that would help in
nieetinq mutual. goals and objectives.
T.a s 1.
a. MF�et rr•oit I,r I with other agency directors and
personnel to identify areas of need and
duplir.atinn.
311
/9,045
6/AM
the
To maintain of high standards of Hospice care
throughout Iowa, identify interested communities in
surrounding counties with concerns for establishing
the hospice concept; and plan programs of mutual
benefit for quality hospice care when requested.
Tasks
a. Continue meeting 10 times yearly with
Hospice staff in surrounding counties for their
support.
b. Support Iowa Hospice Organization through
attending regular meetings and other actions
when feasible.
4: Provide quality education for individuals interested
in the subject of death and dying and the hospice
concept.
Tasks
a. Provide resource materials on death and dying
to interested school teachers in Johnson
County as available ---(probably not 1987)
b. Encourage health and social professional
students to do specific study projects on
hospice care in accordance with Iowa City
Hospice student participation criteria.
c. Develop an student training and evaluation
plan and tool for student participation with
Hospice by January, 1987.
goal: to inform health professionals and other community
members about the concepts of hospice care.
Tasks_
Hold at least one continuing education session
on Hospice care for physicians during 1987.
Ogneral Qbiectiv-es:
Develop a Financial plan which will allow for
.continued growth of Iowa City Hospice by June, 1987.
Carry nut a feasibility study for a Hospice House by
May, 1987.
312
Resources_ Needed
Full time staff ---Executive Director, Patient Care
Coordinator, Hospice Counselor, Office Coordinator, Volunteer
Coordinator.
Adequate space far offices, support groups, conferences.
Materials for education of staff, volunteers, community
professionals, community members.
Patient supplies for low socio-economic patients.
Finances for staff education, transportation,
communications.
313
/903
I
F
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR.: Jesse Bromsen
AGENCY NAME: Indeoendent Living, IP:C.
ADDRESS. 26 E. Market
PHONE: 338-3870
COMPLETED BY: Kathy Rebal/Jesse Bromsen
APPROVED BY BOAR .
ur j
CHECK YOUR AGENCY'S BUDGET YEAR on 10/3/86
date
1/1/87 - 12/31/87
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87.- 9/30/88 x
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Program 1 The Independent Living orogram covers Advocacy services, Education.
support groups, business meetings and program development.
Program 2 Jobs Placement Program
Local Funding Summary:
4/1/85 -
3/31/86
4/1/86 -
3/31/87
4/1/81 -
3/31/88
United Way of Johnson County ueiign.iee"9 h*9
S 11.450.
S 12,446.
$ 16,000.
Johnson County "14tO9E S 3,842. $ 5,000, S 5,000. 71
City of Coralville I S n S o S $288.
/9o3
�i
314
FY 86
FY 87
FY 88
City of
Iowa City
S7EZOUo E GEE
S 0
S o
$ 0
Johnson County "14tO9E S 3,842. $ 5,000, S 5,000. 71
City of Coralville I S n S o S $288.
/9o3
�i
314
III.-,Ia LIIucpcIWC11L ULVL114
EUCSET SUIVAV
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
Enter your Agency's Budget Year
10/85-9/86
10/86-9/87
10/87-9/88
i. TOTAL OPERATIIIG BUDGET (Total a + b)
22,912.
34,559.
45,473.
U'n IMe
a. Carryover Balance P.++<ulc_i"
b. Income (Castel
I.I10.
21,802.
7,185
31,374.
8,435.
37,038.
2. TOTAL EXPENDITURES (Total a + b)
19,727.
26,124.
34,627.
a. Administration
4,136.
4,703.
5,559.
b. Program Total (List programs below)
15,591.
21,421•
29,068.
Pro ram 1 - Inde endent Livin
12,409.
14 109.
17,751.
Pro ram 2 - Jobs Program
3,182.
7,312.
11,317.
3. ENDING BALANCE (Subtract 1 - 2)
3,185.
8,435.
10,846
4. IN-KIND SUPPORT (Total from Page 5)
10 000.
109000.
8 550.
S. NO -CASH ASSETS
N
750.
750.
750.
Notes and comments:
31!
LA
/903
INCOME DETAIL
AGEIICY: independent Llvin¢
3
If J.3
ACTUAL
LAST YEA
THIS YEAR
PROJECTE
BUDGETED
NEXT YE
AD11111.
PROGRAH
FP.OGpAl4
1. Local funding sources(List below
16,203.
19,220.
21,288.
5,322.
15,966
°r
a. Johnson County '
4,131.
5,000.
5,000.
1,250.
3,150
-
b, City Of Iowa City
C. United Way
12,072.
14,220.
16,000.
4,000.
12,000
-
d. City of Coralville
-
-
288.
72.
216
-
e.
f.
2. State, FederaI,Foundations (LI st)
5,184.
11,404.
15,000.
-
-
15,000.
a.nPpt of Hjimnn Spryiram
5,184.
11,404.
15,000.
-
-
15,000.
b (Job Program)
C.
d.
3. Contributions/Donations
281.00
550.00
550.00
138.00
412.00
-
a. United Nay Designated Giving
281.00
550.00
550.00
138.00
412.00
-
b. Other contributions
-
4. Special events(List below)
I.C. Striders Nosplce
a -Road Race
134.00
134.00
200.1111
200.00
200.011
200.00
50.00
50.00
150.00
150.00
b.
C.
S. Net sales -services
6. Net sales -materials
7. Interest income
8. Other(L1st below,fncludfng mist.)
a.
b.
C.
TOTAL INCOME (Show also on page 2,
line Ib) 21,802. ll ,'174 77,078. 5,510. I6,528. 15,0:
Notes and Comments:
316
3
If J.3
0
EXPENDITURE DETAIL
AGENCY;
Independent Living
4 317
/4703
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
1
PROGRAM
2
1. Salaries
11,930.
13,947.
16,909.
3,927.
11,779.
1,203.
2. Employee benefits b taxes
1,591.
2,342.
2,702.
647.
1,941.
114.
3. Staff development
-
-
-
4. Professional consultation
-
-
-
S. Publications/Subscriptions
-
-
-
6. Oues R Memberships
7. Rent
2,475.'
2,700.
2,700.
675.
2,025.
8. Utilities
-
-
9. Telephone
645.
840.
840.
210.
630.
10. Office supplies b postage
250.
300.
400.
100.
300.
11. Equipment purchase 6 rental
2. Equipment/Office maintenance
13. Printing 8 publicity
-
-
500.
--
500.
4. Local transportation
5. Insurance
6• Audit
7. Interest
8• Other (specify):
9 Stipend for Instructors
*6 Adult education classeE
576.
--
576.
0• * $12/hr x 8 wk classes x.6
asses
21. Client Wages
2,876.
5,995.
10,000.
--
--
10,000
22.
TOTAL EXPENSES (Show also on
page 2,11ne 2)
19,727.
26.124.
34.627.
5.559.
17,751.
11.317.
Notes and coTents:
minimum of six students per class for a student cost of $2.00/student/class.
4 317
/4703
Vechicle 1511.00 150.00 150.OU o
*Director has been donating 50% time to Ind-pendrur
Living or is pas Tree e
without pay.
318
5
FL -A X90,3
I
�f
AGEMCY:
Independent
LLvinc_
SALARIED POSITIONS etlan oli,wuen � 1 �1 :e:`,�C@
°'"'^^�'( I'i„THIS
'"v!I
LAST YEAR
YEAR
NEXT YEAR
u1t'r Fae
ACIUAL
PROJECIEU
BUUGET
;
CHAUGE
Position Title / Last Name FTE*
Last (This
I Next
IU/1/85--
9/3U/Rfi
10/l/86--
9/30/87
10/1187
Year Year
Year
9/30/88
* Coordinator/Bromsen * .50 .55
.65
7,377.
_
7,929.
9,461,
19 7
j Asst. Coord./Madison* .32 .42
j
.55
3,91:1.
4,818.
6,248.
Bookkeeper/ Rebal .05 .10
.10
640.
1,200.
--y-
30%
1
'200.
0
Total Salaries Paid .87 1.07
1.30
11,930.
13,947.
16,909
i
21% '
' Fvtl•tIN eNlutrat, 1.0 • FV11-tINI .1 • WIt-tlNi '!!.
RESTRICTED FUNDS (Complete detal 1, Forms
7 b 8 )
* of the
.alaries pair
I
to Bra sen ,nd Madtsn
_
Restricted by: Restricted
is A5/Afi
from the
only $316.(U
,lobs progra
was consul
.
atlon fee
for:
i MATCHING GRANTS
Grantor/Matched by:
-
I
f
IN-KIND SUPPORT OETAIL
Services/Volunteers *
9,750.00
9,750.00
8,300.00
(ISY.)
Material Goods
100 .00
100.00
10U.00
0
Space, utilities, etc.
Other: (Please specify)
Vechicle 1511.00 150.00 150.OU o
*Director has been donating 50% time to Ind-pendrur
Living or is pas Tree e
without pay.
318
5
FL -A X90,3
uulu II U[IMIL
'
TAXES AIID PERSONNEL BENEFITS
ACTUAL
LAST YEAR
TIIIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
(List Rates for Next Year)
TOTAL
1.591.00
2,342.
2,702.
FICA
7.15 X x S
2'30 % x S
% x 5
% x S
$ 67-TFer mo -T Indiv.
851.00
997.00
1,209.
UnemDlo ment Comp.-
274.00
321.00
389.
Worker's Comp.
229.00
270.00
350.00
Retirement
Health Ins.
S ' per mo.: family
235.00
754.00
754.00
Disability Ins.
% x $
f per month
% x
%x $
--
Life Ins.
--
Other
--
--
How far below the Salary Study Committee's
1,322.*
1,640.*
1,848."
recommendation is your director's salary?
nosed on '•i
Based on .55
Based on .65
time
time
time
** Sick Leave Policy: Maximum Accrual hours
Months of Operation During Year: 12
days per year for years_ to
_ days per for to
(lours of Service: M: 9:UU-5:00
year year _
W: 9:00-5:UU 'ril:
Vacation Policy: Maximum Accrual 28 hours
Holidays-
days per year for years i% N/A
days per year for year _ to
a days Per year.
Work Week:
Does your staff frequently
How do you compensate for overtime?
work more hours per week
than they were hired for?
xx
time off none
x Yes No,
time and other (specify)
a half pay
DIRECTOR'S POINTS 6 RATES STAFF BENEFIT PUINIS
Comments: * Director actually wnl
Minimum Maximum
f_fMan.
full. time, nn thnt hnsin, Ile Is
Retirement _
below recommendations.
Health Insurance 12 f6�Mon.
10,021. --10/85-9/86
Disability Ins. _ f /Mon.
9,469. --10/86-9/87
Life Insurance f_JMon.
-2—f
7,937. --10/87-9/88
Dental Ins.
T/Mon.
Vacation Days �— !' 't Days
** Sick time Is anid, tin cnrrcn
Holidays '7— Days
policy regarding limits.
Sick Leave �r —_ Days
POINT TOTAL 205 **
319
6
q
Agency:
Independent Living, Inc.
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
Independent Living was incorporated in January 1979, and is currently housed in Old
Brick Church. Independent Living was established to assist developmentally disabled individuals
to become more independent and develop skills which enhance their ability to participate In the
community.
Initially, a support group erose for the disabled to share common problems and to provide
a forum for mutual support. Out of this support group grew client business meetings. These
weekly business meetings are cl lent run and staffed by elected officers. The Intent of these
meetings is to keep members informed of current trends regarding disabtlllies, arrange for
speakers, plan recreational activities, and plan fund-raising events.
To enable disabled Individuals to make their own decisions concerning their service needs,
an advocacy service was created. Client members have an opportunity to hire and contract with
an advocate to assist them with Ilying skilIs. Them contracts cover money management,
employment skills, household management skills, and locating housing.
Original funding was secured In 1980 from a Mental Health / Mental Retardation / De-
velopmental Disabilities grant.
Kirkwood Community College offers Adult Basic Education classes through Independent
Living. These classes provide IndlYldualswith basic educetlon as well as an opportunity to earn
OEDcredil. Tutoring, individualized academic courses and daily living slelllsare also available.
In 1983, the Mayors Youth Employment Program and Independent Living provided
employment training for disabled low Income adults and disadvantaged youth. Beginning
September, 1984, Independent Living hired a quarter time assistant coordinator, who was
funded by Johnson County. Since July, 1986, the assistant position's hours have been Increased
to fifteen hours a week.
Independent Living continues to provide employment training, disseminate materials about
our programs, and serves as a consultant in a work advisory capacity on numerous committees.
We will also continue to provide classes for Systems Unlimited and counseling for Nelson Adult
Center and other related programs.
Independent Living has won several distinguished service awards, and Is perceived as a
cooperative viable client organized run and operated program that will continue to provide
services In the clients best Interest.
P-1
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1903
T
AccounrAB I L I IY uuEsllunuAIRE
A. Agency's Primary Purpose:
Independent Llvng ex Isis to provldo services to deveIopmoil lelly disabledyouth and adults.
We teach skills through self advocacy, client business meelimts, support proups, educational
programs and vocational programs. Clients run, mounizenodvuloanmgonlzallunalpolicies ad
try-Iswe as wall as design new program development.
B. Program flame(s) with a Brief Descrlptlur of each!
Independent Living programs Include client run business meal Ings and support groups
dealing wllh politics, legislation, and self advocacy. Conlratas fn money management, housing,
)obseekingskllls, and other dolly living skills enhance independence. Tutoring,AdulfBasic
Education, and Independent Llving elesses are coordinated fit cnnlunclion with participant voting
on the board and activating the goals aril dlrectlons of the In cyram.
C. Tell us what you need funding for.
Fundirg.ls being requested to assure that Independent Living continues to meal the service
needs of the disabled and continues to promote the only truly client run program which promotes
skills far Its participants. Funding Is needed for the salaries of a.65 time coordinator, a
half-time assistant coordinator, a 1/ 10 time bookkeeper, and overall operating expenses.
D. Management:
1. Does each professional staff person have a written Job description:
Yes x No
2. Is the agency Director's performance evaluated at least yearly?
Yes x No By whom? L.L. Board
E. Finances:
1. Are there fees for any of your services?
Yes x No
a) If "yes", under what circumstances?
I Members pay twelve dollars per year membership wwo, is usml fur client run buslnoss
meetings, support groups, and events formembers. Conh oul soil-aJvoeacy services are
$45.00 per month, of which $ 40.00 goes to the adaocale and $5.00 for the cl lent accaunl.
Other Inde'
endrnl Living Classes vary In eml.
bj Are they flat sliding 7
I J 321
P-2
of
L'✓QF ,
c). Please discuss your agency's fund raising efforts, if applicable.
Currently we receive funding from United Way, Johnson Canty, Department of Human
Services, Kirkwood 0011ege, and private donations. We have applied for numerous grants either
alone or with other service providers. We have expanded the employment program with the
Department of Human Services, and are applying for renewed funding as a ILAF program. In
addition we have applied for a grant through Vocational Rehabilitation for rural advocacy
counseling and vocational instruction. We will continue to apply for state, federal and private
sources of income.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
I. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 80 Year 10/1/85 - - 9/30/86
b) Unduplicated Count 70
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 70
r,
b) Unduplicated Count 60
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 10
b) Unduplicated Count 10
4. Now many units of service did your agency provide to Johnson
County residents last year? 2,762
5. Please define your units of service.
Independent Livings' units of service inclu*
400 hours - client business meeting and support group
1000 hours - individualized tutoring
100 hours - advocate meetings
350 hours - counseling and referral 2644 hours
48 hours - contract time (all administrative duties)
600 hours - (volunteer time)
64 hours - KirkwoodABE - and Independent Living Classes;
2762 hours
P-3
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/903
,0
6. In what ways are you planning for the needs of your service
population in the next 5 years?
We are continuing to work on expanding self advocacy, tutoring,and Adult Basic Education
Classes. We also will Increase and expend new contracts with the Department of Human
Services, as well as design new services for handicapped youth. In addition to working on
obtaining new funding from Systems Unlimited, increase public speaking, we shall activate
planning with all other functions that ere involved with a client run program.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
Independent Living presently employs only one half-time coordinator and a fifteen hour a
week position for the assistant coordinator. All of the tutors and advocates are volunteers
( unless the advocates are on contract). Because only thirty-five hours of staff time Is paid
( plus $ 100 a month for the bookkeeper), staff are often unavailable for direct service time
because of administrative duties and public engagements. In addition the amount of funding we
have evai]able compared to other salary studies clearly shows that our agency has extremely
limited resources. Coordinating more than one activity at a time is impaired by having only one
room.
8. List complaints about your services of which you are aware.
The clients and staff perceive a need for more than one room for private meetings and
administration tasks. Because our program has low operating expenses we realize we have
limited capital resources at our disposal which will not allow us to rent more space.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
We have not had awaiting list and have not had to turn people away or been unable to serve
them. The reason we have not had to turn people away is because although the coordinator is paid
1/2 time, he works full time, and we borrow other office space whenever possible from other
agencies.
How many people are currently on your waiting list?
10. In what way are your agency's services publicized?
The clients end staff have spoken to most human service and non-profit organizations in
the community. We have also addressed various classes at the University. Clients represent
developmentally disabled groups by running their own meetings, voting on the correspondence
and by Initiating all activities In their program. Speakers, as well as consultants, work with
committees and public functions to exchange Information with other Independent living 323
programs. p -q
M
-I
AGENCY GOALS FORM
Year: 1987
AGENCY NAME: Independent Living
i NAME OF PROGRAM: Independent Living, Inc.
INDEPENDENT LIVING PROORAM
Goal: To provide
services to teach the disabled to live independently.
Objective A:
To serve Independent Living members (60) with business meetings and support
`
groups.
r` Tasks: ( I )
Instruct Independent Livings elected officers and interested candidates about
by-laws and regulations regarding client business meetings and the election of
new clientmembers.
(2)
Provide information for prospective members regarding the application process.
(3)
Provide activity training to elected officers.
(4)
Provide extensive information on public issues regarding special populations.
(5)
, Provide an estimated 60 educational presentations to schools, organizations, and
community businesses.
(6)
Elected officers and client members shall give Information and support through
peer counseling, referrals, etc, to help other members develop skills and learn to
use resources to leach others to be independent.
(7)
Provide training for graduate Vocational Rehabilitation Counselors.
(8)
Talk to news media and distribute public service announcements.
(9)
To exchange referrals and Information about other Independent living programs,
and to facilitate related research and program development.
Objective B:
In 1987, provide assistance In daily living skills and counseling through the
Independent Living self -advocacy contracts.
Tasks: (1)
Increase the volunteer advocate -counselor staff to six.
(Current volunteer advocate staff is five)
(2)
Provide weekly supervision of advocates.
(3)
Provide weekly training sessions for advocates.
(4)
Provide information to an estimated 150 people who will contact Independent
i
Living for Information about the self -advocacy program.
(5)
In 1987, complete 65 hours of advocacy contract time.
(6)
Periodically review advocacy contracts.
(7)
To expand purchases from the Department of Human Services for a continuation
of an employment opportunity program.
Objective C:
Provide, Incooperation with Kirkwood Community College, Adult Basic
Educatfon classes. Independent Living provides instructors and donates the space
fortheclasses. Kirkwood hires the instructors and provides the educational
materials. This cooperation allows Kirkwood Adult Basle Education program to
operate at various locations to help meet the needs of special populations.
324
Tasks: (1)
Provide Instructors and space for Kirkwood'sAdult Basic Education program.
(2)
Maintain a minimum of eight students in each class each semester.
(3)
Review course material for one Consumer Economics elms, one Survival Ski IIs
class and one Self -Esteem class.
(4)
Provide requirements for registration, grades and compliance with the Adult
Basic Education Act 303.
(5)
Attend in-servlcetraining as required by Kirkwood.
(6)
Provide referrals,etc., and comply with the Kirkwood's regulations for it's Adult
Basic Education program.
Objective D:
Provide Individualized tutoring to teach basic language arts, assist people with
literacy, OED State High School tests, high school courses, and daily living skills.
In addition, we provide a wide variety of adult courses.
Tasks: ( I)
Increase the volunteer tutoring staff to ten. Current tutoring staff is nine.
(2)
Schedule each tutor fora two-hour shift between 1:00 pm to 8:00 pm.
(3)
Provide daily supervision of the tutors.
(4)
Provide training sessions for the tutors.
(5)
Update curriculm materials for all students through all available community
resources.
(6)
Increase the number of students currently being tutored.
(7)
Will continue to provide classes for Systems Unlimited In Self Protection I and
Self Protection 11 and assertiveness training/decision making. Also, we shall
teach Sex I and Sex I I courses.
(8)
We shell provide courses InOrlef/Tragedy and Stress, First Aid, C.P.R. and the
Humanities.
OjectiveE: Provide information and referrals to an estimated 500 people who will contact
the Independent Living Center.
Tasks: (I) Maintain information on community resources and events of particular Interest
to developmentally disabled persons of low to moderate income. Developmentally
disabled Is defined by Public Law 95-602 Developmental Disabilities Act of
1978. Information shall be maintained and updated by:
(a) Reviewing area newspapers.
(b) Reviewingolherindependent living programs and publications.
(c) Reviewing literature regarding advocacy, special education, vocational and
legislative issues concerning the disabled.
(d) Assisting people with periodic needs such as occasional bills, notices, public
correspondence, etc.
(e) Providing Information and referrals to callers and walk -Ins.
(f) Provide extensive support and feedback for cl tents personal needs.
(g) Update brochures and other written Information about the program.
Objective F: In 1987, continue to provide services for the developmentally disabled which
meet existing needs and to secure resources for future unmet needs. 325
iffid
Tasks: (1) Secure funding for training, research and development.
(2) Monitor and evaluate community resources through cl ient questionaires.
(3) Continue a newsletter which contains client conducted interviews with
professionals and publicizes low-cost, free events.
(4) Provide dignified,competitive, and practival job programs so individuals can
obtain and maintain employment and evaluation In the ILEO program.
(5) Encourage clients to think critically, develop educational skills, utilize
community resources, and live as independently as possible.
(6) Maintain Independent Living as a client run program by having clients activate
their own goals, plan and execute their own activities and public speaking
engagements, and have equal representation on the Board of Directors.
RESOURCES N D DTOACCOMPLISHTASKS
(1) One full time paid coordinator, one half time assistant coordinator, and one tenth time
bookkeeper.
(2) Ten volunteer tutors.
(3) Six advocate counselors.
(4) One private room for client business meetings, support groups, tutoring, advocate
meetings, classes, and Board of Directors meetings.
(5) One administrative office.
(6) Funding for Rural Outreach Advocacy, counseling services, and Instructors fees toexpand
Independent Living Adult Education Program.
(7) One phone.
(8) Mailing,printing, and other general office supp I les.
COST OF PROGRAM
$17.482 (does not include administrative costs)
`.J
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111
HUNAY SERVICE AGENCY BUDGET FORM DIRECTOR: Pandi Youells
AGENCY NAME: o oa Pi—oes oiporat
CITY OF CORALVILLE ADDRESS:
JOHNSON COUNTY CITY OF IOWA CITY PHONE: _319-351-6570
UNITED WAY OF JOHNSON COUNTY COMPLETED BY: Ph llis Nether• n/
APPROVED BY BOARD: '7
CHECK YOUR AGENCY'S BUDGET YEAR on 9-30- author zetl ignature) tate))
1/1/87 - 12/31/87 X
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Program 1: To provide legal assistance and representation in
civil law cases to low-income residents of
Johnson County.
Local Funding Summary:
4/1/85 - 4/1/86 -
3/31/86 3/31/87
4/1/87 -
3/31/88
United Way of Johnson County rna"^,e� w�c
$ 9,400 1 $ 12,000
$ 19 000
FY 86 FY 87 FY 88
City of Iowa City Stl I0 T
PAU
S N/A
SE
N ANZA
Johnson County S1A2 9
S N/A
S N/A
S N/A
City of Coraiville S N/AS N/A S N
327
°
�. ,, • X903
L
5
Mill
Notes and ccmments:
Iowa City Regicnal Office is part of a statewide program, that will fund
deficits.
2
3
Legal
Services co F I
AC,UAL
THIS YEAR
BUDGETED
Ener your Agency's Budget Year
LAST YEAR
PROJECTED
NEXT YEAR
ear
ear
en r
y I. TOTAL OPERATING BUDGET (Total a + b)
226,567
259,450
272,400
�- a. Carryover Balance Pm�wncei"�,'
i
j b. Ircc-.ie (Cash)
[
226,567
259,450
272,400
2. TOTAL EXPEND!TUP.ES (Total a + b)
246,600
259,450
272,400
a. Administration
7,398
7,780
8,170
b. Program Total (List programs below)
239,202
251,670
264,230
5
Mill
Notes and ccmments:
Iowa City Regicnal Office is part of a statewide program, that will fund
deficits.
2
3
9
AGENCY:Iowa Cit, jte wr.). U.
Kional Offic
10 ETED ADMIN. PRGGN;� FR
..:YT YEFF vGn,
1. Local funding sources (List beiow
9,608 11,350 17,250
a. Johnson County 9W 17.250
b. City of Iowa City *w.�
c. United Nay
9.608 11,350 17,250 17,250
d, City of Coralville
e.
f.
2. State, Federai,Foundations(LiSt) 215 576 247,700 253,400 8,170 245,230
a.
b. s
201 944 230 000 253,400 8 170 245,230
1 632 17 700
d.
3. Contributions/Donations
a. United Way Designated Giving X50 400 550
550
b. other contributions 550
4. Special events(List below)
I.C. Striders Hospice 1 133 1 200
a•Road Race 1 200
1 133 i qnn
M
materialsncomebelow,incluM2,
ow'also on ne Ib)
Notes and comments:
329
3
/9a3 .
22• Litigation 21662 3,025 3,170
� TOTAL EXPENSES (Show also an 3,170
page 2,line 2) 246,600 259,450 272,400 8,170 264,230
Notes and comments:
4 330
I
{eia°e1C'Qfgice
ACTUAL
7815 YEAR
8UOGETED
LAST YEAR
PROJECTED
NEXT YEAR
ADMIN. PROGRA61
1
1. Salaries
�
143 975
145,110
152,576
6,618 145,958
2. Employee benefits d taxes
I 3. Staff development
2 87
1 552 28 21
1,232
1,575
1,650
1,650
4. Professional consultation
j
5. Publications/Subscriptions
267
215
225
225
6. Dues S Memberships
7. Rent
8. Utilities
16 742
17 716
21 566566
, 2_ i !
, :1isc.
268
1,550
1,624a
1,64
9. Telephone
18,877
23,104
23,212I'
23,212
0. Office supplies 6 postage
11. Equipment purchase 6 rental
7 903
8,052
8 438
8,438
2. Equipment/Office maintenance
i
680
200
200
13. Printing *=pvbj*Gi4;p
4. Local transportation
1 048
1,178
1,234
1,234
5. Insurance
3,300
3,543
3,713
3,713
6• Audit
516
2 536
2 777
2,777
7. Interest
8• Other (specify):
9• Outside labor
1,657
4,330
3,560
a son
22• Litigation 21662 3,025 3,170
� TOTAL EXPENSES (Show also an 3,170
page 2,line 2) 246,600 259,450 272,400 8,170 264,230
Notes and comments:
4 330
0
L. :dl .leryices Com. o
AGENCY: Iowa City Re¢` Opgicl
V 331
5
,
Attic" t,oluytton of int olfh.fnp ST YEAR THIS YEAR NEXT YEAR
SALARIED POSITIONS "'" "' art [.Ail,ole,Aa ACTUAL PROJECTED BUDGET
. .
Position Title / Last Name FTE'
Last (This Next
Year Year Year
5a - Detail
-
CHANGE
Total Salaries Paid
7.1
10.6
8.3 143,975 145,110 152,576
5
A full-tf" etvinlmu I.O • full -Ur; .! • xUf.tlr; ac.
RESTRICTED FUNDS (Complete detail,Forns 7 &8
Restricted by: Restricted for:
MATCHING GRANTS
Grantor/Matched by:
IN-KIND SUPPORT DETAIL
Services/Volunteers Ta Students
5,940
7,900
8,000
1
Material Goods
Space, utilities, etc.
Other: (Please specify)
V 331
5
,
"8 is based on diff l
erence
in bas rate f P
*Full-time equivalent 7.1 10.6 8,3
1.0 • Full-time; -5 . Half-time; eta
143,975
145,110 152,576
5a 5
C,���• 332
/90 3
c 92L services Coro. o,
AGENCY:�a City Regional
�« ccn upan,pan Of ,nr mvo�.n popyM
��.a��r bwm�, pnp uwu alar
5C7UEAR
TNIS YEAR
Offi
NEXT YEAR
SALAR!E3 POSITIONS
�I0.15
au
PRO„EC7ED
BUDGET CN
Position Title / Last Name
FTE*
Last
This Next
Year
Year Year
Managing
. Attorne p
1•
Staff
1.0 1.0
-
2 0 0
27,240 5
Staff
I
- Rutle
0"
Paralegal - Graham
18 879
19,200
20,400
Office 1•
1.0 1.0
17,774
17,760
- Abel 1.
18,720
5
-
1.0 1.0
15,109
15,240
16,200
- Lind
13 010
12,920
13,720
Staff
1.0 1.0
Staff - Johnson 5
-
—
10 920
11 720 7
ttome - �x
•5
14,635
7,872
-_
11
Secretary - Rogers
.0
=
19 168
14 335
I
Secre tary - Ilenson
I
3,838
Staff
5,801
2,804
Va
I
Staff _
.5
I
7 219
.8
46 I
I
I I
I
13,440. i
�
"8 is based on diff l
erence
in bas rate f P
*Full-time equivalent 7.1 10.6 8,3
1.0 • Full-time; -5 . Half-time; eta
143,975
145,110 152,576
5a 5
C,���• 332
/90 3
do .c -. -c 1�5@zvj,ces Cb f IA
I ��YYT10J)ral. l5€F8@
TAXES AND PERSONNEL BENEFITS ACTUAL THIS 'YEAR
(List Rates for Next Year) LAST YEAR Pp BUDGETED
OJEr'En 4EYT YEAR
TOTAL
FICA 27.067 28,619 29,873
x S 152.576 10 425 10 375
Unemclovment Como. 10,909
2.3 x S 108.000 2 268
Worker's Como.2,396 2,484
--'-2L—' x S 152.576 300 304
Retirement 320
- � x S
Health Ins. I S 52 per mo.: inoiv. _
°er mo.: family
Disabilit Ins. I 15 302 15 900
r x S
Life Ins. I S 2.60
per month
Other r 216 242 260
�x
I+ x S
How far below the Salary Study Committee's
recomnencation is your director's salary? NSA
Sick Leave Policy: Maximum Accrual N/A hours Months of Operation During Year: 12
14_ days per year for years to
days per year for year__ to _= Hours of Service:
,.J _8:30 a m — S•nn
vacation Policy: Maximum Accrual
225 =Dyears _ days per year for hours Holidays:
14_ days per year for to
year 6_ to � 2 days Y Per
year.
Work Week:
Does your staff frequently How do you compensate for overtime?
work more hours per week
than they were hired for? X time off
X Yes Nonone
ha
a half pay
X and other (specify)
Applies to support staff
OIREC'OR'S POINTS d RATES STAFF BENEFIT POINTS
Retirement _ S Minimum Maximum COaments:
Health Insurance 245148 /Mon. 12
i
Disability Ins. _ $L'—'
24
Life Insurance on.
Dental Ins. 4 SVacati=/Mon. --
a
Holidays Days 25 _ Days 4
Sick Leave 14 = Gays 32 -12
POINT TOTAL 79.5 �� 14-
60.5 79.5 "included in health insurance
6 333
-r� r,,
% 1
Agency:
Legal Services Corp, of IA
office
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
In the late 1960's the Hawkeye Legal Services Society was created as
a delegate agency Of'HACAP, with funding from the U.S. Office of Economic
Opportunity. The purpose of the office was to provide free legal assistance
and representation in civil law cases to low-income people in Johnson and
Jones Counties. The OEO was phased out in the early 1970's however, and
U.S. Congress created the Legal Services Corporation in 1974 to take over
the process of receiving money from congress and distributing it to pro -
in grams throughout the country. The Iowa City office became a grantee of LSC
in 1974.
In 1977 the Legal Services Corporation of Iowa was formed, with a goal
of providing free service to low-income Iowans in every county with the
exception of Polk County, which maintained a separate legal aid society.
The Iowa City office and several other small offices in Iowa merged into
LSCI, and the program expanded until 1950, mainly through funding from LSC,
In 1982, however, federal budget cuts reduced LSCI's funding from LSC by
and
about 308. As a result, five of the fifteen offices in the state closed,
fromtotherrsodiurcesotolmaintaetinnstaffnsizesaatrworkables levelsU1elnu1956g
from theeInterestdongLawyerswTrust Accounts Commissionetoaincreasetthe $5O,OOC
number of LSCI's full-time pc;itions by two, and approximately $200,000 frori
the State of Iowa to provide assistance to farmers in financial distress.
Ni additional advocates hired with these funds have been placed in the Iowa
City office.
Presently, the Iowa City office serves seven counties: Des Moines,
Henry, Johnson, Lee, Louisa, Muscatine and Washington. Staff members pro-
vide advice and representation to individuals in a wide variety of cases
identified by survey as high priority areas. Among these are income
maintenance (eal. AFDC, Food Stamps,
pensation), health law Social Security, Unemployment Com -
issues (e.g. medicaid and medicare),
issues (e.g. landlord -tenant relations, housing law
federally subsidized housing, loss
of home through foreclosure or forfeiture), individual rights (e.g. rights
Of mentally or physically handicapped), family abuse, consumer law problems,
utility problems, and special education issues. The staff is also involved
in presenting talks to groups of low-income people or agencies that deal
with low-income people, in order to educate them about legal rights and
responsibilities in various areas of the law.
We do this with an advocate staff of three full-time lawyers, one full-
time paralegal, and a part-time attorney for Johnson County. Unfortunately
we have many, more requests for representation than we can handle. We clow,..'
nearly 500 cases per calendar quarter, but of necessity many are closed
after giving only telephone advice or brief service.
334
P-1
/903
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
To provide high quality legal assistance free of charge
to low-income people in civil law cases.
B. Program Name(s) with a Brief Description of each: The services we provide are
not divided into separate programs. We provide legal advice to low-income
people residing in our service area, including legal representation in court
and before state and federal administrative bodies. We also attempt to in-
volve the private bar in the representation of low-income people by referring
financially eligible clients to private attorneys free of charge, and by con-
ducting seminars for attorneys on legal issues that often arise among low-
income people. We also attempt to educate the low-income community about
their legal rights and responsibilities at speaki
area. ng engagements in our service
C. Tell us what you need funding for.
We need funding to increase our capability to meet the demand in Johnson
County, which we estimate to be over one-third of the total number of re-
quests for service we receive. We would like to increase our United Way
attorney position from 3/5 time to 4/5 time.
.J
a
D. Management:
I. Does each professional staff person have a written job description:
Yes No x
2. Is the agency Director's performance evaluated at least yearly?
YesNo The Executive Director in Des li +R=
_�C_ By whom? Moines. the tion directors
E. Finances: in Iowa City and Des Moines,
and the Board of Directors in
1. Are there fees for any of your.services? Des Moines and locally.
Yes No v
a) If "yes", under what circumstances?
b) Are they flat sliding ?
P-2
335
/f03
c) Please discuss your agency's fund raising efforts, if applicable.
Last year we sought an increase in funding from the United Way of Johnso^
County, from $9,000 to $15,000, and we sought funding from Johnson Count}
for $5,000. we received an increase in funding from the United Way to
$12,000 for FY 1986. We were extremely happy with the showing we made in
the Hospice Road Races in October 1985; we received a donation of $1955.
We sought funding this year from other United Ways and Community Chests in
our service area but were unsuccessful. We will continue to
seek funding from these sources in the future.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count I
Duplicated Count 2
Units of Service 24
1. Now many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 762 Year 1985
b) Unduplicated Count 646
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 554
b) Unduplicated Count 464
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 121
b) Unduplicated Count lob
4. How many units of service did your agency provide to Johnson
County residents last year? 762
S. Please define your units of service.
One unit of service is the provision of assistance to one low-income person
in connection with one legal problem. It is difficult to predict with any
degree of accuracy the numbers of discrete tasks an advocate will perform
in a given period of time. The -tasks an advocate will perform are determinet
by the nature of the problems that come through the door. The amount of time
spent on each problem could vary from 10 minutes of advice to days of actual
representation through many levels of appeal. The advocate will attempt to
assist as many of the yearly requests for help as time and judgment allow.
P-3 336 �.)
S: Vya /1403
-I
6. In what ways are you planning for the needs of your service
population in the next 5 years?
1 First, we are planning to seek an even more extensive volunteer effort from
an already cooperative local bar r_'embership. Second, we are striving to
upgrade and diversify our legal education capabilities, in part through the
development of additional written informational materials regarding poverty
law issues. Third, we plan to strengthen ties of cooperation with other
service providers. Fourth, we plan to develop a more effective system of
outreach, to improve the client community's awareness of who we are and
what we do. Fifth, we plan to create more efficient systems of handling
client cases through expansion of referral materials, increased attention to
time management, and increased emphasis on skills trainings for advocates.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
It is difficult to frame our problems in any terms other than lack of advo-
cates. We seem to be well-known among other service providers, judging from
the volume of referrals we receive, and as a general matter we are able to
work with other agencies cooperatively in resolving problems. Our primary
problem is simply having too few advocates to handle the legal needs of
everyone who contacts us with a legitimate request for help.
8. List complaints about your services of which you are aware.
The major criticism is based on our rejection of cases. As indicated by
the information above, we are thinly -staffed, and so the rejection of
clients with a genuine need for help becomes inevitable.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
We have no waiting list. We are attempting to deal with the problem of
understaffing in a few different ways. toe are involving more local attorneys
in the provision of services through the Volunteer Lawyers Project. We also
attempt to allocate our resources so that, to the extent possible, those
people with the most pressing legal needs do get the attention of an advocate
Finally, we dvote some time to inf in our t gsmunity of their right
Pow many people are curren€F"
yongyour w�itl�iQf1lrSi.
N/A
10. In what way are your agency's services publicized?
First, we have been providing legal help in Johnson County for so long that
most other service providers are well -aware of our existence, and we receive
many referrals from those other providers. Second, we engage in systematic
outreach efforts in the form of community legal education presentations,
which inform potential clients and service providers about the law and about
the availability of our services. Third, we distribute occasional press
releases concerning legal services p_4 activities, and receive media
J coverage calculated to inform the public of the nature of our services. 337
t
AGENCY GOALS FORM
Agency Name: Legal Services Corporation of Iowa Year: 1986
Iowa City Regional Office
i
Name Of Program: Legal Services for the Poor in Johnson County
LEGAL SERVICES FOR THE POOR IN JOHNSON COUNTY
GOAL: TO ENSURE THAT THE LOW-INCOME PEOPLE OF JOHNSON COUNTY
HAVE ACCESS TO QUALITY LEGAL HELP# FREE OF CHARGE.
Objective A: To provide legal assistance for low-income
people who are victims of domestic abuse.
Tasks: I. Work with the Domestic Violence Project
to secure legal remedies for abuse vic-
tims, including domestic abuse protective
orders in court.
Objective B: To provide legal assistance for law -income
people with public benefits problems.
Tasks: Assist people with the following types of
problems:
1. Improper denial or reduction in the
following benefits:
- Aid for dependent children (ADC);
- Food stamps;
- Title XIX (Medicaid);
- W.I.C.;
- Medically needy; and
- State papers and Hill -Burton benefits
(hospi2. Improper denialal ioflInitial applications
or cessations (termination of current
benefits) regarding disability benefits.
- Supplement Security*Income (SSI); and
- Social Security Disability Insurance.
Objective C: To provide legal assistance to LOW -income farmers.
Task: Assist clients with the following types of problems:
- Food stamps;
- Assist single family FmHA homeowners to assert
their right to 19 interest credit or to
U
338
"C,o1,\, /9043
�r-
U
339
i
moratorium relief;
- Assist farmers in protecting the priority
E
that family living expenses and farm operating
expenses have over FmHA crop security interests.
Objective D:
To provide legal assistance for low-income
people with housing problems.
Tasks:
Assist clients with the following:
1. Violations of landlord/tenant law:
- lock -outs;
- seizure of property;
- evictions; and
- utility shut -offs.
2. Housing discrimination;
3. Illegal standards/procedures in federal
housing programs.
Objective E:
To provide legal assistance for low-income
people with consumer law problems.
Tasks:
Assist clients with the following types of problems
1. Illegal garnishment of a person's exempt
property;
2. Repossession of unlawfully detained per-
sonal property;
3. Unlawful debt
collection practices;
4. Improper utility shut -offs;
S. Violations of Iowa Door to Door Sales
Act; and
6. Violations of state and federal Truth In
Lending Acts.
Objective F:
To provide legal assistance for low-income
people with employment law problems.
Tasks:
Assist clients with the following types of problems
1. Improper denial of unemployment compen-
sation benefits or improper cessation of
the same; and
2. Job discrimination.
Objective Gs
To provide legal assistance for low-income
people with institutional problems.
1. Unlawful procedures involving involuntary
transfers of patients who reside in
nursing homes;
2. Unlawful denial of residents' rights in
nursing homes; and
U
339
3. Disputes a client may have with his or
her guardian or conservator.
GOAL: TO PROVIDE OPPORTUNITIES FOR LOW-INCOME PEOPLE IN
JOHNSON COUNTY TO LEARN ABOUT THEIR LEGAL RIGHTS AND
REMEDIES.
Objective A: To educate low-income people regarding their
rights so that they may become effective
advocates for themselves.
Tasks: 1. Organize a monthly seminar at the Senior
Center on a topic of law of concern to
elderly citizens.
2. Hold about six legal education presenia -
tions on topics of particular interest
to the poor.
3. Provide written materials explaining the
law to the local low-incomepopulation,
through consultation with individual
clients and at legal education presenta-
tions to groups.
4. Inform other service providers of the
written materials available through
Legal Services, to ensure wide distri-
bution of such materials to the local
poor population.
5. Draft a pamphlet explaining Landlord -
Tenant law as it applies to trailer courts
GOAL: TO CONTINUE THE EFFORTS TO ENLIST THE ASSISTANCE OF THE
PRIVATE BAR.
Objective A: To devote a substantial amount of time to
the Volunteer Lawyers Project.
Tasks: 1. Attempt to recruit additional attorneys
to sign up for the Project.
2. Conduct continuing legal education classes
on poverty law for attorneys.
3. Meet with the Johnson County Bar to ex-
plore possibility of starting a referral
process for accepting reduced fee cases.
GOAL: TO PROMOTE INFORMATION EXCHANGE AND ASSISTANCE WITH
OTHER AGENCIES.
Objective A: To coordinate with other agencies providing
services to the low-income population in
order to maximize information -sharing and
340
i
-1
T
mutual referrals.
Taaks: 1. Conduct eight to ten brown bag lunches
with a guest speaker from other agencies.
2. Provide support, training, and/or infor-
mation to other service providers, as
needed.
Resources Needed to Accomplish Program Tasks
i
1. One 4/5 time attorney.
2. Miscellaneous supplies for legal work, community education, j
and outreach. it
3. Travel expenses.
4. Professional liability insurance.
Cast of Needed Resources
j
i
$19,000 annually.
i
J
J 341
FOP.v
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRE --TOR: James Goldman Area DLrec:
AGENCY NAM:.: Lutheran Social Service o:
ADDRESS: 150D Sycamore Lr
PHONE: 319-351-4880
COMPLETED BY: L.R. Decker
APPROVED BY BOARD:
CHECK YOUR AGENCY'S BUDGET YEAR on 6r 9 authorizea signature)
1/1/87 - 12/31 0 toate)
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
2/1/87 - 1/31/88 --Z—
COVER
x COVER PAGE i
Program Summary: (Pjease number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
U1. Family Counseling - Provide
--�_ professional casework services to families
and individuals seeking assistance in resolving
emotional problems or temporary stresses that they �.
may be encountering, i
A2. Expectant Single Parents
- Provide casework counseling service to expectant
single parents faced with the issues of pregnancy,.
parenthood, physical care arrangements, adoption,
family and other significant relationships.
i
i
I
1
Local Funding Summary: 4/1/85 - 4/1/86 - 4/1/87 -
3/31/86 3/31/87 3/31/88
United Way of Johnson County
&C,"T'^'i-.
S
°ei9""f° v'•'^a
10 000
S
11 250
S
15 000
FY
86
FY
87
FY
88
City of Iowa City
s�ASE
$
10ET
N/A
5
N/A
S
N A
Johnson County
SEE BUXIT
PAGE 9
S
13,346
S
14,000
S
14 000
City of Coralville
S
N/A
S
N/A
S
N/A
1
342
'r
Notes and comments:
1
343
AP3
Enter your Agency's Buda
AMA,
LAS YEAR
THIS YEA;
PPOJECTED
8UDG:iED,
et
Year
NEXT YEA.-
1. TOTAL OPERATING BUDGET (Total a + b)
E 1-31-86
WE 1-31-87
WE 1-31-88
a. Calm
Balance oIu;o
5,877,957
5,165,172
5,196,672Carryover
621,349
689,172
b. income (Cash)
689,172 '
2. TOTAL EXPENDITURES (Total a + b)
4,256,608
4,476,000
4,507,500
a. Adr..inistration
4,188,785
4,476,000
4,507,500 '
b. Program Total (List
1,109,175
1,157,600
1,219,700 �
Programs below)
3,079,610
3,318,400
3,287,800 I
1. Famil Counselin
I
412,331
437,400
396,700
2. tant Sin le Parents
26 896
i.
3. Foster Horne Care
28,200
29,400
606,154
666,100
668,400
4. In -Home Services
378 628
397,300
319,000
5. Grou Home Care
i
6.
203 490
218 000
228,500
Residental Treatment
660,203
709,700
739,200
7. Other Pr ams
791,908
861,700
911,600 j
i
3. ENDING BALANCE (Subtract 1 - 2)
i
I
4, [N -KIND SUPPORT (Total from Paae 5)
689,172
689,172
689,172
'
S. NON-CASH ASSETS INet of Dereciation)
N/A
N/A
N/A
1,523,293
1,488,000
1,443,000
Notes and comments:
1
343
AP3
It:CD":
DET AIL
1. Local funding sources(List below
a, Johnson County ZT
b City of Iowa City
c. United Way
d City of Coralville
e.
f.
2. State,Federal,Foundations(List)
a. Fees 6 Grants -Govt. Agencies
b.
C.
d.
3. Contributions/Donations
a. United Way Designated Givinc
b. Other contributions
4. Special events(List below)
I.C. Striders Hosprce
112ad Race
b.
c.
5, Net sales-servicesiprog•Svc.Fee
i
6. Net sales -materials
7. Interest income
e. Other(List below -including mist
a. Other United Ways
b.'iiasfers Fr/1b Festr. Elms -PM
c.Miscellaneous
TOTAL INCOME (Show also on page 2,
line lb)
Notes and comments:
L,da�
AGE!iCY: r rho, -n c -:a1 mice of '
ACTUAL
THIS YEAR
BUDGETED
ADMIN.
PRGGP ''
%^-r'•%'
LAST YEA
PqOJECTEC
NEYT YE
1
2
23,215
24,807
28,374
13,215
13,765
14,000
10,000
11,042
14,374
2,987,729
3,053,935
3,057,300
2 987 729
3 053,935
3,057,300
797,513
874,727
902,826
028
727
826
796 685
874,000
902 0 0
116
533
-
116
533
-
sl 315,828
302,300
288,000
27,117
.28 000
32 000
105,090
191,698
199,000
60,880
190,698
198,000
(58,412)
-
-
2,622
1,000
11000
4,256,608
4,476,000
4,507,500
3
Lutheran: Social Service of Iowa
•
Notes and comments:
4
345
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN,
PROGRAM
1
PROG-,
2
I. Salaries
-------
--------s
ATTACHED
ULE- -
--------
---
2. Emplpyee benefits 6 taxes
3. Staff development
4. Professional consultation
S. Publications/Subscriptions
6. Dues 6 Memberships
7. Rent
B. Utilities
9. Telephone
0. Office supplies & postage
1. Equipment purchase b rental
2. Equipment/Office maintenance
3. Printing b publicity
4. Local transportation
S. Insurance
6. Audit
7. Interest
B. Other (specify):
9.
0.
21.
22.
TOTAL EXPENSES (Show also on
page 2•1ine 2)
•
Notes and comments:
4
345
-I
3
4a
346
346 �-
C%*\ I9AO
_I
OF
PRECEDING
DOCUMENT
■
'i
w
LUTHERAN SOCIAL SERVICE OF IOWA (STATEWIDE AGENCY BUDGET)
EXPENDITURES:
Y/E
1.71-86
ACTUAL
y/g
1.71-87
BUDGET
1-31-88
BUDGET
SUPPORTING
MINT. 6
GENERAL I
SERVICES
FUND
RAISING
PROGRAM SERVICES
P1
FAMILY
COONS.
EXPERANT POINTS
SINGLE HOME
PARENTS CARE
04
IN-HOLE
TREATMENT
SERVICES
CROUP
ROME
CARE
16
RESIDEN-1
TREATMENT
OTHER
PROGRAMS
Salaries
2,697,842
2 878 000
2,658,000
630 000
43,200
306,00S.
22.400
465,00D
21B.600575,300
Explore& health 6, rettrononc294,544
331,000
331,200
7S.600
5,200
36,1M
2 700-_
55-800
76.200
_10,900
49,500
68,600
Ps"oll comes, etc,
187,700
208,700
211,800
47,000
7,200
23,000
1,700
34,800
16,400
9,700
37 100
42.9no
Professional feu
75.132
92.200
82.900
42,000
-
400
-
400
400
200
11,600
27,
Su Ilea
133,500
144,800
149,200
32,000
7,000
500
100
1,000
400
_
24,400
74,900
9,020
Telephone
85 760
93,400
97,000
37,000
300
5,200
700
20,000
6,800
4 300
4,700
18,000
Postage 6 hipptnS
28.501
32,100
32 200
8,600
7,800
1,400
300
7.600
coo
700
1,500
7,900
Occu anc
158,974
181,500
196,300
150,000
12,700
33,600
d
8,969
12,800
12,800
2,000
7,000
200
300
200
600
'6.500
Lace transportation211,281
225,300
220,100
18,000
5.500
10,000
1,200_
70,000
47,000
9 300
I4 800
40,720
Conferences 6 staff development
52,385
51,200
46,300
21,000
1,000
3.000
4,500
1,200
1,200
3,900
10,500
Subscriptions, ublteatlona
10.555
1 ,500
11,400
. D
00
1,200
100
1,000
700
600
000
3 500
Specific u ts ee to dtents
160 769
169 200
-
500
Il 000
17.300
-7-7900
102.500
Oragnit.tion us#
10.672
_l73400
13,000
13.000
11,200
1 800
-
Award* 6 mrants
7,694
7,000
1,000
11000
_
-
29,473
33,000
34,600
32,000
1,_000
1,60D
Minor equipoent purchases
11 ,678
13,000
12,000
8,000
-
-
-
1,200
_2.800
miseglioncous
18,154
19,100
_ 28 Sao
24,000
200
800
1.000
700
000
700
706
had debt expense
9,199
TOTAL EXPENDITURES
4,168 785
4,476,000
4,507 500
1,143,000
76,700
396 ,700
29,400
668,400
314,000
228,500
739,200
911,601:
SUPPORTING SERVICE ALLOCATION
196.800
15 .600
394.400
188.000
25,000
55.800 1
344,101
TOTAL PROGRAM SERVICE COST (A)
593,500
45.000 1 062 800
S02.000
253,500
795,000
1,255,1111
NUMBER OF SERVICE UNITS B
20,00
2.000 34,500
7.3011
i 7,672
11,160
N/A
COST PER UNIT (A I. U)
$28.81
$22.50 $30.81
$68.77
$69.04
$71.21.
111A
UNIT DESCRIPTION
Cue 11our
Proe• Ilnvr Case (lour
Dir.11our
I CHILD-UAY
[AILD -DAY
NIA
J
4a
On
M
Lutheran Social Service of Iowa
Program Service Cost Reaurt-United Wny of Johnson Counev
February 1, 1gU5 -January 31 198E
Number Served
Brief Es tab. Unita of
Program Service Service Cases Service
Folly 6 Individ. Counseling 59 175 1,5110
Total
Program
Unit Service
Service Nat Service
Ilescrlutlon Cost Unit Cost
Fees Coat
Case (lour $ 27.18 $42,944
$(8,851) $ 34,093
Contributed Support:
Johnson County Lutheran Church Support (2,469 confirmed members @ $118/member)
Service Deficit -Johnson County (before United Way allocation)
A
United Way Allocation:
United Way of Johnson County (Includes destyiwted Giving $825 and !.C. Strider.^, -$116)
Coat of services supported thru contributions outside Johnson County
Lutheran Social Service of Iowa
1987 Budget
Ignited Way of Johnson County
10,944
$20,2 6
Total
Requested
Estab. Units of Unit
Service
Support/Revenue from
`
Program Service
Cases Service Description Cost Unit
Cost
Contributions Fecs United Way
V
Family Counseling
150 1,400 Case (lour $28.81
$40,334
$(17,334) $(8,000) $15,000
p
0
DIY
V
Program Service
Counseling Expectant
$angle Parente
Lutheran Social Service of Iowa
Johnson County Program Service Cost Resort
Julv 1, 1985 - June 30 1986
Estab. Units of Unit
Cases Service Dpecription
.s697
Pros
Support/Revenue:
Johnson County
Copt of Service Supported Thru Contributions
A
n
a
*Funding Request Consists Of:
12.5 hours/week x -)weeks - 650 lire.
a�
�� I
Lutheran Social Service of
Iowa
j
-
Budget - FY 'BB
f
Johnson Countv
i
Total,I.`
Esteb, Unite of Unit Service
Support/Revenue
Requested
from
Program Service
Cases Service Description Cost Unit Cost
Contributions Client Fees Total
Johnson Co.
Counseling Expectant
Single Parents
60 650* Prog. {lour $22.50 $14,625
$( 625) $( -0- ) $(625)
$14,000{`-
*Funding Request Consists Of:
12.5 hours/week x -)weeks - 650 lire.
a�
�� I
SALARIED e.o4e,t,o� er AGENCY:1-+tther
an POSITIONS °ft'•t• ••+rylo�.a ,t : �ii�oi: �.a` LAST
YEAR iN Social Se vice
rttud "I` IS YEAR
Position Title / Last Name ACTUAL PROJECTED NEXT YEAR
FTE- BUDGET
Last This I CHANGE
Year Year Next
Year
� _ Cm n 5a - 1 � I
L
l Salaries Paid
10.4ttr put"i"t: La. curl-ttr: s. 9I'll.4 197,911 192,613 E193,
M,If-Cur. ate.
REST- F� (Complete detail,Fomas 7 a 8
Restricted by:
Restricted for:
Arn-Loth Church
-- Chaplain @@ Univ
32,200
-- - 34,100 36,200
MATING GRANTS
Grantor/Matched by:
IE SOP�r DETAIL
Services/Volunteers
Material Goods
C
Space, utilities, etc.
Other: (Please specify)
4
(
r
(
IJ
t
5 349
/903
'Full-time equivalent — I IU.!)[ 10..
1.0 - Full-time; .5 - Half-time; etc.
— ' —
1 197,411 1192,613 I 193,500
5a 350
/01,10
I
AG_NCY:
Lutheran Social Serlice
0, c, .�me .�:u�i
.nnm 1. ul,ry .n+Lele �ui.�
LAST YEAR
ACTUAL
THIS YEAR
+
PRO„
NEXT YEAR
r u+a
ECiED
BUDGET
CHA�4
SALARIED POSITIONS
Position Title / Last Name
i
FTE*
-
Last
This
Next
Iowa CitY office:
Year
Year
Year
Area Director Goldman
t.0
35 352
$36,456
$37 500
3%
Ass't Director/Adam
1.0
1.0
1.0
27 864
28,584
29,400
3%
MSW Caseworker/Baumbach
1.0
1.0
1.0
25 70
qg
MSW Caseworker Lentzkow
1.0
1.0
1.0
19 200
19,896
20,700
qg
MSW v t
•0
-
17 928
4,272
MSW Caseworker/Wallace
.35
.6
.6
3,394
10,974
11,400
qg
MSW Casewo k Y
_
6
.6
'Full-time equivalent — I IU.!)[ 10..
1.0 - Full-time; .5 - Half-time; etc.
— ' —
1 197,411 1192,613 I 193,500
5a 350
/01,10
I
t ,moi?;A1L
- - .c1 ol. n+-yaaa x'rale vt iVw.
TAXES AND PERSONNEL
(List
BENEFITS
ACiUAI
LAS YEA"
TH1S YEA.:.
6UDG:;E0
7ED
Rates for.Next
Year)
20
PP0,IECTE9
NEYT
1515
TOTAL
I FICA
478,244
539,700
543,000
7.15 : x S2,711 000
179,930
192,900
193,800
Unemolovment Como.- j : x S
429
6,000
6,000
Worker's Como.
n_aF : x S 2,730,000
3,341
9,800
9,900
Retirement
9.0 : x S 1,702,200
140,048
152,000
153,200
Health Ins.
5 61 per ma.: inaiv.
254 Der op.: family
124,298
146,700
147,600
Disability Ins.
0.79 : x S 2,277 000
16,616
17,900
18,000
Life Ins.
I 4-0.64 B '*&-2e 642
13,582
14,400
14,500
Other
x
-
= x S
How far below the Salary
Study Committee's
• reco nendation is your
director's saiary?
N/A
N/A
N/A
Sick Leave Policy:
15
Maximum Accrualnmax_ hours
Months of Operation During
Year: 12
days per
year for years to
days per
year for year - tc. _—
Hours of Service:
8:00 a.m.-S:OOo.m. M-
Vacation Policy:
Clerical: 10 days per
Maximum Accrual�p hours
for
Holidays:
Prof. 20 days per
year years 1 t0 5
year for year 1 to roc
g
days
per year.
I
Work Week:
Does your staff frequently
work more hours per week
than they were hired for?
x Yes No
DIR:C'on'S POINTS d RATES
Retirement -qg_ f-22L/Mon.
Health Insurance 16 f 121 /Mon.
Disability Ins. 1 f 24 /Mon.
Life Insurance 5 f •19 /Mon.
Dental Ins. 2.7 f 18 /Mon.
Vacation Days 2050 Days
Holidays 9 9 Days
Sick Leave 15 15 Days
POINT TOTAL 108.2
How do you compensate for overtime?
time off x none
time and other (specify)
a half pay
ts:
42f Maximum
4,1
8 16
1
-1-
5
5
5
1.3
10
20
9
Zj-
1515
57.8 108.2
6 351
/9e3
-t
inc;czte
ADEN=•: L.utheran Social Service of Iowa if aopiicacie.
DETAIL OF RESTRICTED FU:iDS
.(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund University Hospital Chaplaincy Program
1. Restricted by: American Lutheran Church/Iowa District
2. Source of fund: American Lutheran Church/Iowa District
3. Purpose for which restricted: Provide full—time Lutheran chaplain at Univ. Hosp.
4. Are investment earnings available for current unrestricted expenses?
_Yes No If Yes, what amount: N/A
S. Date when restriction became effective: 2/1/86
6. Date when restriction expires: 1/31/B7
7. Current balance of this fund: Funding provided as expended
B. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
_Yes No If Yes, what amount:
5. Date when restriction became effective:
6. Date when restriction expires:
7. Current balance of this fund:
C. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
5
6
7
teQ`
Yes No If Yes, what amount:
Date when restriction became effective:
Data wnen restriction expires:
Current balance of this fund:
7
352
-I
Dc"C^21 Ru_. -Orr
A;:;;:Y: Lutheran Social Service of Iona (:;;Kate WF
DETAIL OF BOARD DE=IGNATED RESE?VES if applicable}
(For Funas Which Are Not Donor Restrictea)
' 1 A. Name of Board Designated Reserve: N/A
1. Date of board meeting at which designation was made:
! 2. Source of funds: Note: _Mile the LSS Board has designated various reserves and
3. Purpose for which designated: appropriations, none are currently specified
for programs related to Johnson County.
4. Are the investment earnings available for current unrestricted expenses?
i
Yes No If Yes, what amount: I
5. Date board designation became effective* expires j
6. Current balance of this fund:
I
B. Name of Board Designated Reserve:
1. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
S. Date board designation became effective: expires:
G Current balance of this fund:
C. Name of Board Designated Reserve:
1. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
5. Date board desicn3tion'becare effettiva: expires;_
6. Current balance of this funs;
8
353
/ 903
nwacZI rUn �UUI i IUnnL IV.W,Nb - JUM!,boN LUUNiY
The Johnson County Board of Supervisors has directed that agency requests
for Johnson County funding for FY88 may not exceed the FY81 funding level.
If your agency's needs make additional County support imperative, this
sheet may be used to detail the additional funds requested.
NOTE: All figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions page 23.
AGENCY: LUTHERAN SOCIAL SERVICE
ADDITIONAL FUNDING REQUESTED: S 8,372 PROGRAM: Domestic Violence Program
EXPENSE CATEGORIES: MSW Social Worker (1/5 time):
7.0 hrs./wk. x 52 wks. x $23.00/hr. = $8,372
EXPLANATION: Recently legislated domestic violence law Calls for the arrest of anyone
charged with spouse abuse. Lawmakers & victims are recommending a rehabilitation thrust
with any probationary period for the offender.
Local service agencies were recently called together by the County Attorney's Office to pls
for an anticipated dramatic increase in referrals of offenders as well as victims.
Existing resources, including Lutheran Social Service, are stretched to the limit 6 have nc
staff time available to give special attention to this community need.
Therefore, Lutheran Social Service, a local provider of family services requests consider-
ation by the Johnson County Board -of Supervisors for additional funding beyond its prZ_`,t
allocation to staff a part time position with qualified counseling to serve this
population.
ADDITIONAL FUNDING REQUESTED: $ PROGRAM:
EXPENSE CATEGORIES:
EXPLANATION:
L
354
�qd3
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S\
Agency: LUTHERAN SOCIAL SERVICE
AGENCY HISTORY
(Using this page oniv, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
Lutheran Social Service is a statewide family and children's service
providing child placement, family counseling, service to expectant single
parents and residential care. The Agency was established in 1870, the
Iowa City office being opened in 1947. Throughout its history in Johnson
County, the Agency has provided all of the above services to local citizens
but the focus in recent years has moved to family, couple, and individual
counseling and service to expectant single parents.
In 1985, Lutheran Social Service provided leadership in the community by
offering a program of counseling to victims of child sexual abuse and family
members. The program was funded through a grant from the Division of Mental
Health, Mental Retardation and Developmental Disability of the Dept. of Human
Services. As a result of a successful initial program, the services were
again funded by the Division for fiscal year 1987, with the added component
of educational services to reach the school system, special population groups
and professional caregivers in the human service field.
Within the past year,
to prepare appropriate
offers educational and
the areasof budgeting,
relationships.
supervised independent living program was inaugurated
older adolescents for independent living. The program
counseling services directed to skill development in
food preparation, personal care and employee/employer
DiscussionSbetween the Justice system and local agencies, such as Lutheran
Social Service, are now taking place with the view to providing services to
families experiencing spouse abuse recently mandated legislatively.
As the only resident private voluntary family agency in Johnson County,
it remains the commitment of Lutheran Social Service to provide traditional
and innovative services to families and individuals through the support of
Johnson County United Way of which we have been a member since 1970. Other
services such as child placement, residential care and specialized family
services are also presently available to Johnson County residents but are
essentially supported by client fees (adoption) and through contractual
agreement with the Iowa Dept. of Human Services.
P-1
355
19,03
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose: To provide relevant professional social and t"
`i psychological problem -solving services to families and individuals within '
the Johnson County community by remaining alert and responsive to changing
human needs.
i
i
B. Program Name(s) with a Brief Description of each: (For which funds are being
requested): j
1. Family, couple, and individual counseling to family units & individuals
faced with handicapping interpersonal & individual adjustment problems.
2. Service to Expectant Single Parents: Casework services, referral, place-
ment and planning and parent education services to single persons facing
unplanned pregnancy and parenthood.
C. Tell us what you need funding for. Funds are being requested to support
the professional staff time needed to provide the family, individual and,
specifically, services to expectant single parents outlined in Section B, 1 &
2 above.
D. Management:
1. Does each professional staff person have a written job description:
Yes No
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By whom? Immediate supervisor (Director of
fe
Prossional Services)
E. Finances:
1. Are there fees for any of your services?
Yes x No
a) If "yes", under what circumstances?
Families and individuals are assessed a fee based upon ability to
to pay and the number of dependents in their family.
b) Are they flat sliding x ?
P-2 356
/90.3
c) Please discuss your agency's fund raising efforts, if applicable.
Fund raising is limited to the sponsoring Church bodies who contribute
to agency support yearly through benevolence giving.
r
i
i
s
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
-------.. _— .. Duplicated Count 2
Units of Service 24
1. Now many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count See below Year Jul 1985 to June 30 1986
Expectant Single arF rents UK Fami ly�dividual counseling _UK
b) Unduplicated Count See below
Expectant Single Parents 6 Family, individual counseling _525
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count Unknown
' b) Unduplicated Count Unknown - included 1n above figures
3. How many residents of Coralville did your agency serve during
your last completed budget.year?
a) Duplicated Count Unknown
j. b) Unduplicated Count Unknown - included in above figures O1.—.
J
4. How many units of service did your agency provide to Johnson
County residents last year? Expectant Single Parents - 697 program hours
Family 6 individual counseling - 1580 case hour
5. Please define your units of service.
Case Hour - All time that can be identified to the established case.
Includes direct contact with clients, travel time, supervision,
I collateral contacts and recording.
Program Hour - All.time identifiable to specific program, i.e. all of
of the above and community development time, etc.
J
P-3
357
/ 900 3
—I
6. In what ways are you planning for the needs of your service
population in the next 5 years?
Staff, Board, Administrator met for a 5-
yearsession in
March of 1983; areas of need were identified andnning then prioritized.
! Result referred to Agency Board for review and action. A new 5 -plan
' for Lutheran Social Service was adopted b
Sept. 15, 1983. Modification or change in she Board programfic Directors on
depends upon local trends and conditions within pecithe serice center
area.
7. Please discuss any other problems or factors relevant to
Your agency's programs, funding or service delivery.
There has this year, as in past years, been a continuous waiting list.
Conditions in the past
r have
to with.
draw staff time from local service eareazbecause eofbdecliningthedrevenues.
The Agency faces a similar dilemma as we approach fiscal year 1986-87.
If a reduction is called for, this will mean 40% of staff time available
to the residents of Johnson County has been discontinued since 1985.
j
8. List complaints about your services of which you are aware.
Individuals requesting service are frustrated because of our ongoing
waiting list.
i 9.__D0 you have a waiting list or have you had to turn people
1 away for lack of ability to serve them? What measures do
d you feel can be taken to resolve this problem?
RLutheran Social Service has had to maintain a waiting list consistently
for the past several years. While every effort is made to identify and
serve bonifide emergencies, many otherwise serious problems are deferred
to the waiting list until staff time is available. This results in a
good bit of client frustration and disappointment. While some callers
ROM made to find alternatLv services ma
y people are current fy on your 'wamla ngeffl4eve come distracted (over)
10. In what way are your agency's services publicized?
I. United Way membership.
2. Radio spot.
3. Periodic news releases.
4. Church bulletins
5. Word of mouth
P -q
358
Le@% 1903
T
n
V
9. cont'd: temporarily from their problems only to experience their more
serious eruption at a latertime.
P -4a
359
I.
f
j
r
i•
• AGENCY GOALS FORM
4 Agency Name: Lutheran Social Service Year 1987
Name of Programs: Family Counseling
Service to Expectant Single Parents
Goal: To provide counseling, support, environmental assistance, parent skill training,
and, if requested, placement planning to single individuals facing unplanned
pregnancies and/or parenthood.
Objective A: During 1987 provide 650 units of staff time for the purpose
of providing counseling, support, and when indicated, placement
-�� service to single individuals facing unplanned pregnancies.
Tasks: 1. Maintain present counseling staff at Iowa City Service Center.
2. Allocate approximately 12.5 hours of staff time weekly for
Patents.
the purpose of counseling Johnson County Expectant Single
3. Provide casework supervision to service staff.
4. Provide scheduled in-service training sessions for
counseling staff.
5. To provide information and referral services to families
requiring assistance not offered by the agency.
Resources: 1. Allocate 54 hours (units) of staff time per month.
- - 2. Make available necessary office, phone supplies and equipment to
staff.
Cost of Programs:
Expectant Single Parents:
650 Program Hours @ $22.50/unit $14,625
360 u
■
i
I
- I
Coal: To provide counseling service to families and couples in Johnson County.
Objective A: During 1987, provide 1400 units of counseling intervention
to troubled families and couples in Johnson County.
Tasks: 1. Maintain present counseling staff at Iowa City Service Center.
2. Allocate approximately 29 hours of staff time weekly for
purpose of counseling Johnson County residents.
3. Provide casework supervision to counseling staff.
4. Provide scheduled in-service training sessions for
counseling staff.
5. To provide information and referral services to families
requiring service not offered by the agency.
Resources: 1. Allocate 117 hours of staff time per month.
2.Make available necessary office, phone supplies and equipment to
staff.
Cost of Programs:
Family Counseling:
1400 Case Hours @ $28.81/unit - $40,334
.J
361
Coal: To provide counseling service to families and couples in Johnson County.
Objective A: During 1987, provide 1400 units of counseling intervention
to troubled families and couples in Johnson County.
Tasks: 1. Maintain present counseling staff at Iowa City Service Center.
2. Allocate approximately 29 hours of staff time weekly for
purpose of counseling Johnson County residents.
3. Provide casework supervision to counseling staff.
4. Provide scheduled in-service training sessions for
counseling staff.
5. To provide information and referral services to families
requiring service not offered by the agency.
Resources: 1. Allocate 117 hours of staff time per month.
2.Make available necessary office, phone supplies and equipment to
staff.
Cost of Programs:
Family Counseling:
1400 Case Hours @ $28.81/unit - $40,334
.J
361
r—
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR: Peg `IcElrov
AGENCY NAME: Mavor's Yout
Emolovment Pro
ADDRESS: 315 E. Washin tan Iowa City
PHONE: (319)33.7_30201337 ..._
COMPLETED BY: pe ooso
APPROVED BY BOA—�cElrov
CHECK YOUR AGENCY'S BUDGET YEAR RD:
an 9/17/86 a thorized si ature)
1/1/87 - Joan ;Te Ile. Tre urer
4/1/87 _ 12/31/81 date
7/1/87 _ 3/31/88
j 6/30/88
10/1/87 - 9/30/88 _
I COVER PAGE
Program Summary: (Please number programs to correspond to Income +
Detail, i.e., Program 1, 2, 3, etc.)
Expense
1• Iowa Youth Corps In -School Component: An academic school
disadvantaged youth ages 14-19.5. Youth gain work experience b
in the public and private sector working8_ Year program for
provides partial or full funding for the 15 hours vocational
Y Placement
advocacy, and follow u Youth, vocational counseling Youth
p on work performance.
2. Iowa Youth Corps Summer Component: A summer program for
15-18. Youth participate in a 6 week program designed to combine
conservation education with the o Youth ages
Young people are paid for 30 hours pOftwork yand to gain work experience.
of conservation education (unpaid) weekly.
participate in 10 hours
3. Transition Program: A year round program for recently graduated
teenagers who have not completely demonstrated the capability of being
competitively employed. Services include pre-employment. training,
assistance in securing jobs, partial or full subsidization of wages,
and follow along services. There is no age criteria for this program.
Local Funding Summary: 85 -
4/1/86 - 4/1/87 -
not
3/31/86 3/31/87 3/
United Way of Johnson County
City of Iowa City
Johnson County
City of Coralville
E tsQ
$ 5,500 15 6 OOp IE
7 000
FY 86 FY 87
FY 88
$ 29,000 S 30 000 $
' 30.000
SEE BUDGET
PAGE 9 5 3,144 S 4,000 $
S 1,750 S 1,750 $ 21500 362
l
—i
WE
._ Macor's Youth Emplo:ment Proeram
AC -UAL THIS !EAR BCOGE-EO i
LAST YEAR PROJECTED NEXT YEAd
Enter your Agency's Budget Year ) 7/85 - 6/86 7/86 - 6/A7 7/A7 - rIAR�
1. TOTAL OPERATING BUDGET (Total a + b)
211,617
112,936
138,834
caro ham
a. Carryover Balance ne.,,m;aim
( 1,286 )
2,549
269
b. Income (Cash)
212,903
110,387
138,565
2. TOTAL EXPENDITURES (Total a + b)
209,068
112,667
138,834
a.Administration
27,179
16,900
16,235
b. Program Total (List programs below)
181,889
95,767
122,599
In -School Program
35,510
47,990
48,000
Napolean Park Summer
Iowa
21,405
44,362
71,119
Transition Program
-0-
3,415
3,480
Jobs Training Partnership Act
124,974
-0-
-0-
3. ENDING BALANCE (Subtract 1 - 2)
r-2,-549--1269
1, IN-KIND SUPPORT (Total from Page 5)
4,698
4 000
4.000
S. NON-CASH ASSETS
3,800
4,500
4,700
Notes and comments:
2 363
_ - Mavor's South Employmenc Prot_
AC -UAL TI YEAR TEAR �UOGL L] .,Chill• 7R�u Ni'f
LAST VEA p?OJEC7E• NE(7 '"c'
I. Local funding sources (list below 42.269 48,680 52,000 6,395 38,4 L4
3,71
a. Johnson County 3,144 4,000 4,000 520 3,480
b, City of Iowa City 29,000 30,000 30,000 2 665 23,624
' � 3,711
c. United Way 5,625 6,250
7,000 910 6,090
d. City of Coralville 1,750 1,750
2,000 325 2,175
e. Ioxa City Cmmini.ty School District 2,750 3,000 3,500 455 3,045
f. Department of Social Services 3,680 5,000 1,520
I
2. State,Federal,Foundations(List) 1'68,241 57,255 80,701 3,707 9,586 67,408
a.Jobs Training Partnership Act 132,033 _0_ -0_
b.Crnmmity Development Block Grant 26,862 50,308
50,308
c.Deperment of Economic Developnent I 33,208 28,518 28,518 3,707 9,586 15,225
d.University of Iowa 3,000 1,875 1.875
1,875
3. Contributions/Donations 834 500 1,614 1,614
P4Special
. United Way Designated Giving 481 500 500 500
. Other contributions 353 1,114 1,114
`.
events(List below)
a.
b.
C.
S. Net sales -services
6. Net sales -materials
440 1 3,190 I 3,500 1 3
8. Other(List below,including misc.; 337
a, Refunds 337
i
b.
I
C.
OiAL INCOME (line also on page 2, 212 9D3 1107 138,565 L5,
1
Notes and comments: I. Formerly Office for Planning & Programming
E eQ k
3 3
/90.3
-I
'!•0`'��-(CO nL inUe7)
-_ MaYorps Youth
- •-n�LnaTr+nr P bra_
PROGRAM PROGRAM PRO GP 5! :cr -.,
3 4 u.url P.ROGRAA PROG.-r
Local funning sources(list below)
6 B
3,480 7
t a. Johnson County
b. City of Iowa City
i
c. United Way
1
I
d. City of Coralville
e.Io6a City co enmity School District
i
I
f Johnson County
3,480
2. State, FederaI,Foundations (List )
a. Jobs Training Partnership Act
!
I- GOMm ity Developmnt Block Grant
C. DaPeroreit of Fconadc De eiopientl
d. University of Iowa
3. Contributions/Donations
a. United Way Designated Giving
b. Other contributions
a. Special events(List below)
C. 5triders Hospice
a•Road Rate
b
I
C.
5. Nes sales -services
I
6. Net sales -materials
7. Interest income
---I
S. Other(List below,including misc.
a. Refunds
b.
C
-OTAL :8COh1E (Shaw also on pane 2, l U L�IO
� line lb) 3,480 L_J
30;25 and LOmmentS: 1, Formerly Office
I
for Plan ing & Pro rammin 1
i
I
3a
365
/9403
Macnr's 1'o,ith Emplovment Z.ner+m
S 366 �' J
r, t�44� \ /903
AC-. UAL
LAST YEAR
His '!EAR
PROJECTED
BUCGE7E9
AEXT YEAR
"OM"1•
PRCGRAM
1
Z,--
Z�I
41,992
37,41840,623
5,281
26,624
7,56g
FI.Salaries
benefits & taxes
7,936
8,080
8,491
1,104
5,568
1,589
development
.Professional consultation
2,393
1,388
9. Publications/Subscriptions
241
241
250
250
r6. Dues & Memoerships
17
7. Rent
5,365
4,560
4,800
4,800
8. Utilities
52
9. Telephone
2,151
1,300
1,300
1,100
100
50
0. Office supplies & postage
658
372
400
200
100
100
F. Equipment purchase & rental
510
uipment/Office maintenance
1,023
435
450
450
inting & publicity
r
735
421
450
250
50
100
cal transportation & Parking
932
500
500
500
surance
6,023
1,908
2,000
2,000
6. Audit
50
50
50
50
7. Interest
8. Iowaouth Corps
Conservation Projects
1,273
26,862
50,308
50,308
9• Client Wages/Fringe 135,326
28,712
28,712
15.308 111.404
0. Misc. Services & Charges
762
21. Computer & Supplies
545
420
500
500
22. Travel & Education
1,084
TOTAL EXPENSES (Show also on
page 2,11ne 2) 209,068 112,667 138,834 16 235 48 000
Notes and comments: In FY 85-86 MYEP operated the Summer Jobs Training Partnership Act.
In FY 86-87 the grant was not offered to sub -contractors as funds were cut 50% in Area 10
and JTPA was unable to pass the grant through with administrative funds. Thus, the
decrease in budget for FY 87.
S 366 �' J
r, t�44� \ /903
IN
r
fl
f
-• - -•• �U en is Yn,rh Fmnln• P
?ROu?, td ?RGGRAM PROu..A,.?ROGw M ?,
1 ROGRAM
3 4 6 7 8
1. Salaries 1,150
2. Enoloyee benefits & taxes 230
3. Staff development
4. Professional consultation
S. Publications/Subscriptions i
Memoerships
7. Rent
S.
Utilities
9.
Telephone
5o
30.
Office supplies 8 postage
11.
Equipment purchase & rental
12.
Equipment/Office maintenance
13.
Printing & publicity
90
14.
Local transportation
15.
Insurance
i 16.
Audit
17.
Interest
18.
Iowa Youth Corps
Con.jervatfnn jEo ects
19.
Client wages/fringe
2,000
20.
Misc. Services & Charges
21.
Computer & Supplies
22.
Travel & Education
TOTAL EXPENSES
Notes and comments:
367
4a
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'
AGENCY;
,"• ivu ui
Emolo vment Prov
ram
ttucn uel4Nt'" e( ally airomme
SALARIEO POSITIONS ul�iaryl sal ry t,t,itelt,"
AST YEAR
THIS YEAR
NEXT YEAR i
t~ctr��l
ACTUAL
PROJECTED
BUDGET CHANGE
Position Title / Last Name FTE*
Last (This I Next
FY 86
FY 87
FY 88
Year Year Year
Rounded
Director McElro .95 .96
21,780
22 660
23,566
44%
526
•
41,992 I 37,418 140,623 1 +9%
Full -tin ,eulvalmt: I.o . Full•tfrc .a . Mtl (•clrp ate. �.�
RESTRICTED FUNDS (Complete detail,Forms 7 b 8
Restricted by: Restricted for:
,ate of Iowa Dept. Iowa Youth Corps In -
Economic Devrlonmenr Srhnol Component 15,708 11,018
ate of Iowa Dept. Iowa Youth Corps
_Economic Development si,mmar Prno - 17,500 17,500
MATCHING GRANTS
Grantor/Matched by:
State of Iowa Dept. of Economic Development/ 70/30 65/35
Local Units of Government 15,708/6,732 111018/5,
State of Iowa Dept. of Economic Development/ 70/30 70/30
Local Unita of rovernment 7
17,500
65/35
IN-KIND SUPPORT DETAIL
Services/Volunteers
Material Goods
Space, utilities, etc.
Other: (Please specify)
City of Iowa City/Accounting
Administrative Support 4,698 4,000 4.00
City of Iowa/Parks 8 Recreation
Equipment and Loral .1ransinnri-pi-inn
Full-time position for 10 months of the fiscal year (September -June, 1986)
5
0%
/?03
I
_ __
•_
': Pan r'•
Employment
Pr;eo�
7AXES ,NO PERSONYEL BENE=ITS
(L:st .gates for Next
'fear)
AC7L'AL -{i5 lEAR
-;ST YEAR �'0�7=)
3LCGE_E)
'Jr.( c:R
iOl"L
7,936
8,080
9,491
j
7.51 '+ x S40,623
2 960
2 743
3 051
ployment Cam
2.30 x 532.057
870
708
737
er's Como.
vaclau., x S
ement
h Ins.
40 69-4
5,75 : x $35,247
$ 68 Per mo.:2 inaiv.
cer mo.: family
2 415
687
94
2 152
1,474
19S
2 027
1,632
ilit Ins.
X21-QiA-3O.6g2
$26 per month
444
312
312
Ins.
I S 5 (R) per month
56
56
59
Ste Well
52.28 oer•mo. 2 indiv,7ng 315 er mo. 2 indiv.
150360
360
below the Salary Study Committee's
dation is your director's salary?
21 916 -
136
--
Sick Leave Policy:
13_5 days per
_ days per
Maximum Accrual 1440 hours
year for years 0 to term
year for year— to _
Months of Operation During
Hours of Service: 8:30 a.m.
Mondny
Year: 12
- 4?30n_m
Vacation Policy:
13.5 days per
days per
Maximum Accrual --2z- hours
year for years ,_D_ to tem
year for year _ to _
Holidays:
I1
10 Holidays, 1 Personal Cay
v
days per year.
Work Week:
Does your staff frequently Now do you compensate for overtime?
work more hours per week XX
than they were hired fort time off none
Yes XX No time and other (specify)
a half pay
OIREC,OR'S POINTS b RATES (l) STAFF BENEFIT POINTS Comments:
Retirement ]6,L S-IQL/Mon. Minimum Maximum (1) Based on FY 87 figures
Health Insurance 12 SB/Mon. 12
Disability Ins. -T- S-7'/mon.
Life Insurance 7M $=Mon. --
Dental Ins. (included in IkalMan.
Vacation Days 13 5 Ii•S Days 13.5
Holidays _lj_ —. Days-II-
Saricinick Lgzave 77 Days _Z
Enth
POINT 7 TAL 73.5 (R,. -Ami n m e
.J 6 369
AGENCY: Mayor's Youth Employment Program if applicaole;
DETAIL OF RESTRICTED FUNOS
.(Source Restricted Only --Exclude Boara Re<-trictea)
!1•
A. Name of Restricted Fund Iowa Youth Corps In—School Component
1.
Restricted by: Department of Economic Development
2.
Source of fund: State of Iowa
3.
Purpose for which restricted: As stated by grant categories
4.
Are investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount: Reimbursable grant
S.
Date when restriction became effective: 9/1/86
6.
Date when restriction expires: 5/31/87
7.
Current balance of this fund: $11.018
B. Name of Restricted Fund Iowa Youth Corps Summer Program
- 1.
Restricted by: Department of Economic D v lemmpnt
2.
Source of fund: State of Iowa
3.
Purpose for which restricted: As stated by grant categories
4.
Are investment earnings available for current unrestricted expenses?
Yes X No If Yes, what amount: Reimbursable grant
S.
Date when restriction became effective: 6/I/86.
6.
Date when restriction expires: 8/31/86
7.
Current balance of this fund: —n—
C. Name of Restricted Fund
1.
Restricted by:
2.
Source of fund:
3.
Purpose for which restricted:
4.
Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S.
Date when restriction became effective:
6.
Date when restriction expires:
7.
Current balance of this fund:
370
7
1903
tl
RECUEST FOR ADDITIONAL FUIIOING - JOHNSON COUNTY
The Johnson County Board of Supervisors has directed that agency requests
for Johnson County funding for FY88may not exceed the FY87 funding level.
If your agency's needs make additional County support imperative, this
sheet may be used to detail the additional funds requested.
NOTE: All figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions page 23.
AGENCY: Mayor's Youth Employment Program
ADDITIONAL FUNDING REQUESTED: 5'1,500 PonroAm. In -School and
EXPENSE CATEGORIES: Enrollee Wages & Fringe
I
i
EXPLANATION:
The current level of funding from the county does not cover costs of services to county 1
clients for In -School and summer clients. In FY 1986 23 Johnson County clients were
served at a program cost of $5,280. In addition, 7 youth were placed in county
Positions, representing $1,454 in wage subsidy and social security by Mayor's Youth
Employment Program. The director believes it is unrealistic to fund raise $1,500 to
balance the budget as indicated in Contributions and Special Events and would request
that the county give serious consideration to increasing the FY 1988 allocation.
CONDITIONS OF ASSOCIATION
Agency: Mayor's Youth Employment Program
Since 1968, Mayor's Youth Employment Program has provided subsidized employment for
disadvantaged youth of Iowa City and the surrounding communities in Johnson County. Young
people between the ages of 14-19.5, who meet the eligibility guidelines, gain supervised
work experience designed to assist them in completing their secondary education and prepare
for self-sufficiency as adults.
Youth are referred to the program by parents, guardians, friends, school counselors and
teachers, the Department of Social Services, Job Service of Iowa, Grant Wood AEA, and
several youth serving agencies. Youth who are from families whose gross income is equal to
or under the Office for Management and Budget poverty guidelines (family of 4 for FY 1987 is
$11,000 annual income), or who are recipients of Aid to Families of Dependent Children,
qualify for the program. In addition, youth who have been determined as disadvantaged for
some other reason, such as family disruption, foster care, learning disabilities, physical,
mental, emotional or behavioral handicaps, potential school withdrawal, or judged as
delinquent, may be considered.
Following an interview with MYEP staff, an appropriate worksite is determined based on
career goals, daily schedules, and transportation capabilities. Worksite supervisors
interview potential student employees, sign a work training agreement, and youth are placed
for the school year. Supervisors complete evaluations every 2-3 months and MYEP staff meet
regulariy with youth and supervisor throughout the academic year. In fiscal year 1986 the
:n -School program provided more than 4,725 hours of subsidized employment to various public
and private non-profit organizations. Truly, young people are providing assistance to such
azencies while gaining valuable work experience.
In summer of 1983 MYEP expanded its programming to include the Iowa Youth Corps Conservation
Project. Youth, ages 15-18, are randomly selected by the State of Iowa to work 30 hours
weekly at minimum wage and receive 10 hours of conservation education (unpaid) for seven
weeks. Young people and their worksite supervisors have participated in work projects for �)
the City of Iowa City, the Iowa City Community School District, and the Iowa McBride Nature \"
Recreation Area. Materials and supplies for various work projects have been provided
through funds from the Community Development Block Grant. This is an excellent program that
accomplishes needed conservation work on public lands, provides gainful employment for 15-18
year old females and males from all social, economic, ethnic, and racial backgrounds, and
develops an understanding and appreciation, in participating youth, of Iowa's natural
environment and heritage.
in spring of 1986 Mayor's Youth developed a Transition Program for recently graduated teen-
agers who had not completely demonstrated the capability of being.competitively employed.
There is no age requirement for the program, however, satisfaction of criteria of the
Department of Human Services must be met, Funds are available for pre-employment training,
job placement and coaching, and follow along services. Wage subsidies are available, though
the Targeted Jobs Tax Credit, Jobs Training Partnership Act, and competitive placement are
more commonly utilized. Mayor's Youth is part of a coalition of Placement Service Providers
that discuss prospective clients and determine appropriate agency referral. Emphasis is
placed on high risk individuals with a history of vocational difficulty.
MYEP strives to prepare individuals of Johnson County for
them the opportunity to learn basic job skills and develop
Ultimately, the program prepares disadvantaged individuals
funded positions to competitive employment. Without such
to future employment could exist.
P-1
the "world of work" by affording
good work references.
for transition from publicly
assistance, significant barriers
372.
1903
ACCOUNTABILITY QUESTIONNAIRE
�1
A. Agency's Primary Purpose:
To provide disadvantaged youth with supervised work experience, educational
services and other opportunities designed to assist them in completing their
secondary education and becoming self-sufficient adults. To provide pre-
employment training, job placement and coaching, and follow along services
to recently graduated teenagers who have not completely demonstrated the
capability of being competitively employed..
B. Program Name(s) with a Brief Description of each:
In -School Component: An academic school year program for disadvantaged youth
ages 14-19.5. Youth gain work experience by placement in the public and
private non-profit sectors and the private sector.
Summer Component: Youth ages 15-18 participate in a 6 week, 40 hour per week,
work -earn -learn program in conservation.
Transition Program: A year round program for recently graduated teenagers.
Individuals participate in a part- and full-time employment program.
C. Tell us what you need funding for. {
Funding is used for match of funds provided by the State of Iowa for subsidized
youth employment and expenses related to education, counseling, and follow up
of youth placed on the program. Funds are also used for administrative costs
Jof the program.
D. Management:
i
1. Does each professional staff person have a written job description:
Yes X No
z. Is the agency Director's performance evaluated at least yearly? I '.
Yes X No By whom? Bi -annually by the Board of Directors I I
i
E. Finances:
1. Are there fees for any of your services?
Yes No X
a) If "yes", under what circumstances?
b) Are they flat sliding ?
J 3
P-2 ?3
F
c) Please discuss your agency's fund raising efforts, if applicable.
Approved by United Way, Iowa City Hospice Road Races, seeking individuals to
pledge funds for runners and walkers in the annual event.
F
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
j budget year?
a) Duplicated Count 886 Year FY 198 (July 1, 1985 - June 30, 1986)
b) Unduplicated Count 205
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 709
b) Unduplicated Count 164
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 8o
b) Unduplicated Count 18
4. How many units of service did your agency provide to Johnson
County residents last year? 34,519
5. Please define your units of service.
1=new contact, 1=youth employed, 1=1 youth referred, 1=1 workshop attended,
1-1 hour of counseling, 1=1 hour of job search, 1-1 hour of career development,
1=1 hour of monitoring, 1=1 hour of job training, 1=1 hour of learning experience.
i
P-3
374
I_,
6. In what ways are you planning for the needs of your service
n population in the next 5 years?
Year round programming; coalition formed of other youth serving
employment people to expand placement capabilities; coalition of
placement service providers to expand placement capabilities; use
of tax incentive programs designed to create employment for
individuals; transition to competitive employment.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
SEE ATTACHMENT
8. List complaints about your services of which you are aware.
10 Inability to place all youth requesting our services. Youth request
additional hours during the In -School Component (more than 10-15 per
week).
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
Yes. Through a coalition of youth -serving employment providers and
placement service providers we are increasing the number of individuals
served.
How many people are currently on your waiting list? 29
10. In what way are your agency's services publicized?
Program information up -dates for school counselors, Grant Wood AEA
work experience instructors, school teachers, administrators, human
service and other youth serving agencies are utilized. Periodic
press releases and requests for coverage from local and county news-
papers have been excellent. We are listed in the yellow pages and
business section of the telephone book. Job Service of Iowa regularly 375
posts information concerning our program.
P-4
T
ATTACHMENT
7. Please discuss any other problems or factors relevant to your agency's
programs, funding or service delivery.
1. Mayor's Youth Employment Program consistently has a waiting list
of individuals interested in receiving employment opportunities during
the In -School Component.
2. Mayor's Youth is interested in continuing to pursue the concept of
combined facilities with other youth -serving or human service agencies in
the area, particularly after having moved the organization 3 times in the
director's history (5 years). Rents have steadily increased since the
first location and the director is convinced that administrative costs
could be reduced by location in a building with shared maintenance costs.
The director is grateful that the number of programs operated have
decreased her administrative time, so that she can work more closely with
teenagers in Johnson County. This has been greatly facilitated by the
addition of a full-time office manager, who shares in both the
administrative and program service components of the program.
G
GOAL:
1, Coordinate job development for enrollees with public and private sect
of Johnson County,
or:
')OBJECTIVE:
A• Develops all worksites for youth.
B. Reviews and evaluates appropriateness of worksite and worksite
as a quality work experience for enrollee, supervisor
i
C, Assists worksite supervisor in providing an excellent work experience for
enrollee.
METHOD OF MEASUREMENT:
Al. Existing worksites contacted for continued involvement in program
(July).
A2, New worksites contacted for involvement in program (on-going), '
A3• With board of directors seek contacts in Johnson County for new
worksites (on-going),
BI, Develop and administer evaluation of worksite and supervisor with i
enrollee input (annually/May), '
62. Observe site
1 supery
enrollee is isor effectiveness (bi-annually--4 months after
placed; May),
Cl- Provide State of Iowa "How To Be An Effective Superviso
People" at beginningof r For Young
program (in -school: Sept, - Dec•; summer:
May),
C2. Send monthly newsletter to worksite supervisors announcing MYEP
activities and events (on-going),
C3. Make periodic visits, telephone calls, etc, to discuss
employer/employee relationship and effectiveness (on-going).
GOAL:
2. Recruit, certify eligible, place and follow-up on youth enrollees.
OBJECTIVE:
i A. Recruits potential enrollees ages 14-19.5 (in -school component), IS -IS
(summer Iowa Youth Corps), and post -secondary high school (transition
program),
B. Contacts appropriate employers or agencies to determine eligibility,
C. Interviews prospective youth.
D. Places in worksites aligned with career goals that meets transportation
and scheduling demands,
E. Contacts worksite supervisor/enrollee
met. to determine if objectives are being_
Ii
377
/ fes
METHOD OF MEASUREMENT:
Al. Contact, make verbal presentations to Iowa City Community School
District and Johnson County schools counselors, administrators,
resource -room teachers, ESL teachers with current information on
program (fall and spring).
A2. Contact Grant Wood AEA work experience instructors, school social
workers, and psychologists with current information on program (fall
and spring).
A3. Contact human service agencies including Department of Social
Services with current information on program (fall and spring).
A4. Develop and send PSA's to all area newspapers and radio regarding
availability of program (fall and spring).
A5. Develop and send PSA's,to other organizations and churches as
recommended by Public Relations Students Society of America public
relations review.
81. Send release of information to designated employer/agency requesting
certification information (day of interview).
82. Schedule 20 minute interview with youth (on-going).
C1. Schedule interview with prospective worksite (1 week after
Interview/eligibility certification).
C2. Meet with student and worksite supervisor.
D1. Telephone employer to determine placement effectiveness (1 week after^
placement). .,
D2. Discuss with student enrollee effective placement (monthly workshop).
D3. Contact school counselor and parent/guardian for appropriateness of
placement (before/after placement).
GOAL:
3. Plan individual counseling sessions and make appropriate referrals for
enrollees.
OBJECTIVE:
A. Plans counseling session when student/worksite supervisor deem necessary.
METHOD OF MEASUREMENT:
Al. Discuss on-going necessity for counseling of students unsuccessful at
worksite, school or home or having personal problems (on-going).
A2. Conduct monthly workshops for all students (last Thursday of r
month for 1 hour).
378
/903
GOAL:
4. Administer evaluations of enrollees in the program.
-_� OBJECTIVE:
A. Conducts routine telephone evaluations.
B. Conducts periodic visits to worksite.
C. Conducts written evaluations.
METHOD OF MEASUREMENT:
Al. Telephone worksite supervisor 1 week after placement.
B1. Periodic visit 1 month after placement. Weekly visits for transition
program students.
C1. Written evaluation 3 months after placement. Final evaluation (May
for in -school).
C2. Written evaluation 4 weeks after summer placement. Final evaluation
at end of program (July for summer program).
C3. Written evaluation 2 months after placement and every 3 months
thereafter for transition program.
C4. Written evaluations sent to students and parent/guardian (after site
evaluation is conducted).
OGOAL:
5. Develop and organize educational, cultural and recreational activities for
enrollees.
OBJECTIVE:
A. Develops all monthly workshops for enrollees,
B. Develops all conservation activities for IYC enrollees.
METHOD OF MEASUREMENT:
A1. Notice to students of monthly topic (2 weeks before 4th Thursday each
month or at prior monthly workshop).
81. Full schedule of conservation activities presented to students (at
Family IYC Night in May),
GOAL:
6. Familiarize the •__:m.munity with the program and handle public relations
with existing agencies.
OBJECTIVEi
A. Handles all PSA's regarding program.
B. Attends all Agency Director's meetings.
'`JC, Gives public presentations describing agency purpose and activities_.
D. Participates in planning in Iowa City -Johnson County related to 379
human service agencies.
c.4 � 70-7
METHOD OF MEASUREMENT:
Al. PSA's at onset of in -school (fall) and summer (February).
61. Held monthly (3rd Monday and Tuesday 12-1 p.m.)
}
' 82. Plan brief presentation of agencies purpose and program=_ (fall
meetings). -
g
f GOAL:
7. Assume responsibility for administrative and financial activity
Of the program.
OBJECTIVE:
A. Prepares all time records, check requests {
, purchase requisitions. '
B. Develops budget, submits to local funding sources for fundino a
revises and observes annual budget. PProval,
� r
C. Prepares financial statements for board and funding bodies. .I i
i .
D. Handles reimbursement requests from funding bodies. � ,I
E. Reports results of financial audit.
F. Handles insurance Policies for agency.
METHOD OF MEASUREMENT: i.
Al. Submits time records by noon (bi-weekly) to City for
Payroll check mailed by 3 processing.
A2. Check requests and
purchase requisitions submitted by 6th and 16th of
each month for payment to vendors on the 16th and 23rd.
Bl. Budget prepared (fall). it
B2. Budget approved by board (fall).
83. Budget submitted to funding bodies (December).
84. Results of funding process received (April).
65. Budget revised and reported to board (April -June).
i,
B6. Budget In force (June). I
87. Budget reviewed (quarterly).
Cl. Monthly financial reports from the City of Iowa City
received 15th of month and consolidated In one report.
Reported to board and funding bodies at board meeting.
D1. Document expenditures and prepare reports for the Office of Economic
Development (10th of month)
D2. Monthly financial reports sent to all other funding bodies
following approval of board of directors.
u
380
/903
(-
El. Send information for audit to COIC Accounting_ based on
contract dates (on-going).
E2. Report audit to board of directors (June), Office of Economic
Development (June), and other funding bodies (July).
i
GOAL:
S. Assign and monitor job performance of other MYEP staff.
OBJECTIVE:
A. Develops job descriptions for MYEP staff.
B. Orients new staff to program.
C. Evaluates staff performance.
METHOD OF MEASUREMENT:
Al. Job descriptions developed and reviewed (on-going).
81. Orientation for staff (on-going).
Cl. Evaluations conducted (6 weeks after hiring). Long term
staff evaluations conducted (annually).
GOAL:
9. Manage program according to standards set forth by State of Iowa Office of
Economic Development, Department of Labor, Department of Human Services,
City of Iowa City, and all other funding bodies.
OBJECTIVE:
A. Observes regulations of all funding bodies and Department of Labor.
B. Negotiates contracts with funding bodies.
C. Handles reports required by agencies.
METHOD OF MEASUREMENT:
Al. Forms sent to school board for Department of Labor (day of interview
with students for immediate placement).
A2. Conditions of association reviewed (annually).
B1. Contracts studied and reviewed; COIC (June), United Way
(April), OED (September, April), Department of Human Services (June).
GOAL:
10. Record, compile and report statistics for MYEP board, City of Iowa City,
Johnson County Board of Supervisors, City of Coralville, Iowa City
Community School District, Committee on Community Needs, United Way, State
of Iowa, Department of Human Services, and other new funding bodies.
OBJECTIVE:
-A. Handles all statistics of program participants.
B. Prepares statistical reports for funding bodies and board of 381
directors.
.4 4.4
/9*43
I
METHOD OF MEASUREMENT:
Al. Statistics recorded in files (on-going).
i81. Statistics sent to COIC (quarterly).
B2. Statistics sent to OED (July, October).
B3. Statistics sent to CDBG (monthly by 15th). -
84. Statistics sent to DHS (per request).
B5. Statistics sent to other funding bodies (annually). ! -
I I.
i I
GOAL: �
11. Seek and develop new sources for funding, maintain current funding I ,
- sources.
OBJECTIVE:
A. Handles search for program funding sources; maintains existing sources.
METHOD OF MEASUREMENT:
A1. Meet with Human Service Coordinator to discuss funding sources (bi-
annually).
A2. Contact OED for new resources (annually).
A3. Consult with other youth serving agencies regarding funds for youth
employment (annually).
GOAL:
12. Maintain office equipment, materials and supplies owned by Mayor's Youth.
OBJECTIVE:
A. Negotiates leases for office.
B. Purchases and maintains necessary office equipment, furniture, tools for �`
the Iowa Youth Corps, office and other supplies.
C. Maintains Inventory of equipment and supplies.
METHOD OF MEASUREMENT: I' f
Al. Negotiate leases for office (annually).
B1. Report to COIC capitol equipment (annually). I
62. Prepare equipment maintenance agreements (annually).
Cl. Inventory of all supplies and equipment completed
(annually).
L.%
382
—t
"1GOAL:
-13. Meet with board of directors to discuss agency activities :,-Id =elicit
recommendations.
OBJECTIVE:
A. Meets regularly with board of directors to apprise them of program.
B. Consults with board members for major decisions and changes for agency.
C. Assists in new board member recruitment. .I....
METHOD OF MEASUREMENT: i
Al. Agenda sent to board members (2 weeks before meeting).
A2. Financial reports prepared and taken to board meeting.
A3. Minutes of meeting sent after a
pproval of secretary (I week after
meeting).
Bl. Board members consulted as a group (monthly). �.
82. Board members consulted as individuals (on-going).
C1. Board members recruited (on-going) with current board.
C2. Officers established by board and director (annually).
i
i
i
i
i
is
383
l ft4.
='v ICE AG:iry BUDGET FORM
CITY OF CORALVILLE
JOH150N COUNTY ' CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
CHECK YOUR AGENCY'S BUDGET YEAR
1/1/87 - 12/31/87
4/1/87 - 3/31/88
7/1/87 - 6/30/88 X
10/1/87 -' 9/30/68
31REC'OR: Ari: r, Cho:
AGENCY NAME: MECCA
AODRESS: 44Ip30 "itheate A, .•,i,.
PHONE:
n
COMPLETED BY: hue J. S
APPROVED BY BOARD:
au:7 r i z e a S,c
on 10-1-86
(nate)
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
'hea[mrnt services: A) Residen[dal: An intensive 4�i week "inletient" trea[rtsnt experience for chemical dependency:
b) 8alf-ret' p:ogam: A transitional care progra� for residential clients designgl to offer additimal support hevoirl the
residential tree[niant experience; c) Qrtpgtiart services: Assssiant &evaluation plus a less structured regimen
of treetrrent involvement for the substance abuser, intended as a continuation of the residential treatment experience,
or wines appropriate, as the ptirmry treatment expe<ienra.
2) Social T► rn.if m g Stabi3i�tim: a) DeT�r: A supervised, non medical program of managing the detoxificaticn
of an individual frau drugs and/or alcohol: b) Crisis: A safeenvirorment for Camtmity Mental Health Center patients in
Lieu of hospitaLvatim.
3) Prove tion Srlvicas: A wide to a of programs inteded to prevent instances of substarce abuse, Frogrars developed by
rhe prevention staff have imgected: the general camnnity; srhools; adult children of alcoholics; wren; mrents; W,/ ,
adolescent services are provided in conjunction with United Action for Youth. .Also included are Employee Sssistance"�
Programs for contracting employers and Relapse Prevention Pros,
4) Facility: Cents associated with tine new facility and debt retirement are shown separately tea' clarity,
Local Funding Summary:
4/1/85 -
4/1/86 -
4/1/81 -
3/31/86
3/31/81
3/31/88
United Way of Johnson County do" wt I a1:+ea
$ 1,000
5 9,000
$ 20,000
FY 86 FY 87 FY 88
City of Iowa City 11,11ot S 0 1 s in_nnn. E ln.nnn
Johnson Count stt euoctT
Y vrct 9 5103 000 S 184 000 5
Litt' of Coralville S 500 1 5500 S 000
1
E bQ\.
L'
384
/903
AGENCY: MECCA
Enter your Agency's Budget Year
1t. WAL'-0PENATIM9+90DGET (•Total a + b)
THIS YEAR BUDGETED
LAST '(EnR PROJECTED NEXT YEAR
1 85 - 6 0/86 7/1/86 - 6/30/87 7/1/87 - 6/30/88
1;492;233 1030292 146i4092
a. Carryover Balance �.,a�, ���1.
65,091 79,952
96,659
b. income (Cash)
1,427,142 993,340
1,039,233
2. TOTAL EXPENDITURES (Total a + b)
1,412,281 976,633
1,057,261
a. Administration
b. Program Total (List programs talcw)
92,934 93,583
1,319,297
104,192
953,069
1. Treatment Services
419,093 503,239
541,117
2. Detox/Acute Care
--- 95,397
113,173
3. Prevention Services
140,053 149,659
175,029
4. Facility *
760,146 129,750
123,750
3. ENDING BALANCE (Subtract 1 - 2)
79 952 96,659
78,631
4. IN-KIND SUPPORT (Total from Page 5)
4,125 4,200
4,200
S. NON-CASH ASSETS
849,950** 357,700**
865,450*
Notes and comments: *MECCA relocated to a new facility in February of 1986. The actual
cash output for the new building and relocation costs was $760,146. The funds to
cover these costs came from the following:
Mortgage Payable 600,000
CDBG 57,930
Donations 20,618
Hospice Roadrace 744
Building Fund 80,854
Total 760,146
**As of 6/30/86 MECCA's liabilities consisted of a building mortnage with a balance of
569,832.
385
`�,% , /0103
i
386
/90j
!IF.CCA -
ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAI4 FRC
LAST YEA P40JEcTE NEXT YE•
1. Local funding source_<(List
below F'1'86 FY87 FY88 ._.r
a. Johnson County
243,250 29,974. 104,173
'°y
b City of Iowa City
103 UiNi 1.94 000 184WN) 25 735
v� s. -0- 76.950
-0- 10 000 10 000 -p_
j c. United 'day
-0- 10,000
d. City of Coralville
2,997 11,750 20,000 2,777 -0_ 17,223
�
500 500 5,000 250 4,750 �.
E. lova couar.v
2. State, Federa 1, Foundations
(List)
5 6 625 57 790 97 333 55 070 471 587 _p_
a. IDSA
i
505,608 543,707 50,707 55,070 443,044 _p_
b. IDSA Match.-
atchic.
C.y dminiq
d. CDBG-New Facil'
4 _ 2 54 -0-
3. Contributions/Donations
_
-0- -0-
a. United Way Designated Giving20,618
30,700 30,800 _0_
b. Other contributions
347 700
-i-
20,271 30 000 30,000 _0- _0_
4. Special events(List below)
_p_
I.C. Striders Hospice
744 750 750 _0_ _0_
a. Road Race
b.
744 750 750 -0_ _0_ -0-
C.
-0 -Q -0-
5. Net sales -services
-0- -0- -0- i
68,044 145,400
6. Net sales -materials
61,000 4,020 64,780 -0-
7. Interest income
1,385 1,200 1,500 1,500 _0- -0-
8. Other( List below including
4,628 2,500 2,500 2,500 _0_ _
-0
mise.) 603 601 2 500 2 100
a. Miscellaneous
2 1 _p_
b. Loans - Mortgages
3,601 2,500 2,100 2 100 -0- _0_
600 ,000 -p_ -a- -p- ..a _a
C.
TOTAL INCOME (Show also on pae 2,
I!
-0- _0_ 0 _p _0 _p
line 1b)
1,427,14 993,340 039,23) 95,164 541,117 104,173
Notes and comments:
386
/90j
1
D
AGENCY: MECCA
7firn1P nrTa fl (rnnri m,od)
3a
I f6o
-1
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PROGFN
8
1. Local funding sources(List below)
104,353
-0-
a• Johnson County
81,315
-0-
b• City of Iowa City
-0-
-0-
c. United Way
-0-
-0-
d. City of Coralville
-0-
-0-
e• Iowa County
23,038
-0-
f.
-0-
-0-
2. State,Federal,Foundations(List)
70,676
-0-
a. IDSA
52,593
-0-
b• IDSA Matching
18 083
-0-
C, Veterans A ministration
-0-
-0-
d.
-0-
-0-
3. Contributions/Donations
-0-
30,800
a. United Way Designated Giving
-0-
800
b. Other contributions
-0-
30,000
4. Special events(List below)
-0-
750
I.C. Striders Hospice
a• Road Race
-0-
750
b. '.
-0-
-0-
c.
-0-
-0-
5. Net sales -services
-0-
92,200
6. Net sales -materials
-0-
-0-
7. Interest income
-0-
-0-
8. Other(List below,including mist.
_ _
—0—
a. Miscallanemig
b. Loans — Mortgages
—0—
—0—
c.
TOTAL INCOME (Show also on page 2,
line lb)
175,029
123,750
`
Notes and comments:
3a
I f6o
-1
EXPENDITURE OET:IL AGENCY: MECCA
Treatment Detox
ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAI4 P OGR4
LAST YEAR PROJECTED VERT YEAR 1 2
1. Salaries
451,592
585,282
656,976
80,290
376.545
79.56d
2. Employee benefits 8 taxes
69 566
109 848
127 768
12 986
76 716
15,66E
3. Staff development
1,017
3,000
2,000
-0-
750
25
4. Professional consultation
17,820
9,775
9,775
-0-
-0-
-0-
5. Publications/Subscriptions
924
1,500
2,000
250
500
50
6. Dues 8 Memberships
All
1-000
1.non
125
9-;n
794
7. Rent
8,003
1,800
1,800
-0-
1.000-0-
8. Utilities
11,753
16,800
16,800
1,680
1 1,760
1.512
9. Telephone
12,120
10,800
10,800
1,728
6,124
68
0. Office supplies b postage
7,511
7,100
7,100
1,136
4,026
44
11. Equipment purchase b rental
9 176
88,2250
8 250
-0-
400
10
2. Equipment/Office maintenance
6,021
20,400
14,700
1,470
3. Printing b publicity
10,200
10,200
1,632
-8,844
,783
1
4. Local transportation
5. Insurance
17,782
22,478
22,292
1,115
15,158
2 675
6. Audit
3,714
4,000
4,000
64n
7. Interest - New Facility
42,451
72,000
66,000
-0-
-0-
-0-
8. Other (specify): supplies*
24,410
34,800
38.200
-0-
27,150
9. IDSA - Miscellaneous
1,610
-0-
-0-
-0-
-0-
-0-
?0. New Facility.Construction
696,458
-0-
-0-
-0-
-0-
-0-
21. Principal -Mortgage Payments
7,844
50,000
50,000
-0-
-0-
- -
22. Relocation Costs
4,517
-0-
-0-
TOTAL EXPENSES (Show also on
page 2,line 2)
11412,281
976,633
1,057,261
104,192
541,117
113,173
* Supplies includes groceries,
Notes and comments: literature, clinical supplies, program supplies and miscellaneous
building supplies.
u
4
388
19e3
EXPENOITUPE OE'AIL (Continues) AGEUCf: MECCA
Prevention Facilitv
389
�j t\' 4a X903
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PROGRAM!
8
1. Salaries
120,581
-0-
2. Employee benefits & taxes
22,398
-0-
3. Staff development
11000
-0-
4. Professional consultation
9,775
-0-
5. Publications/Subscriptions
750
-0-
6. Dues 8 Memberships
375
-0-
!
7. Rent
800
-0-
8. Utilities
1,848
-0-
9. Telephone
2,268
-0-
10. Office supplies 3 postage
1,491
-0-
11. Equipment purchase 6 rental
-0-
7,750
12. Equipment/Office maintenance
1,617
-0-
13. Printing 8 publicity
2,142
-0-
14. Local transportation
3,800
-0-
15. Insurance
3,344
-0-
16. Audit
840
-0-
17. Interest
-0-
66,000
18. Other (specify): Supplies
2,000
-0-
19* IDSA - Miscellaneous
-0-
-0-
20. New Facility
--
21. Principal - Mortgage
-0-
50=000
22. Relocation Costs
sb. also
10 an
TOTAL EXPENSES aa•:•1�"°Z
175,029
123,750
Notes and comments:
389
�j t\' 4a X903
AGENCY: MECCA
�tutn e.a i.nrt mn of mr al rr.nnc� LAST YEAR THIS YEAR NEXT YEAR z
SALARIED POSITIONS a�w nuj�n niiu'r F.F, ,o Fna ACTUAL PROJECTED BUDGET
CHANGE
Position Title / Last Name FTE*
Last I This ! Next
Year Year Year
Total Salaries Paid 135.70136.75138.10
451,592
1585,282
1656,976
• FY++•{L f t4Y1V,llnU +.a • Full•tim; .$ • 4alf.tl.1F1 etc.
RESTRICTED FUNDS (Complete detail,Forms 7 8 8)
Restricted by: Restricted for:
IDSA Reimbursement
*18,003
20,000
20,000
*759
500
300
Memorial Funds Client Exnenses
ROD Equipment
*21 IRI
9n.000
20,000
BOD Health Insurance
* 8,831 1
7,381
6,881
MATCHING GRANTS
*Balance in
Fund as of
6-30-86
Grantor/Matched by:
NONE
kServices/Volunteers
SUPPORT DETAIL
Norkstudy 825 1,000 1,000
l Goods Hospital Beds 2,100 2,000 2,000
utilities, etc -Rent - Cedar County 1,200 1,200 1,200
Other: (Please specify)
12.2,",
390
5
'i
t4
AGE.'iCY: MECCA
."I uoimamn ut ,nr alactual oetvrrnP,OJECTED
rnr,wi. wur mdmi. cm umu niur ou°CHAi"E
SALARIED POSITIONS
Position title / Last Name FTE*
Last This Next
Year Year Year
Attach0295,295026,77S'nO
Executive Director 1.0 1.0 1.0
HIS YEAR
;5,232
,000
NEXT YEAR
BUDGET
656,916
37,440
12.2.".,
+ 4%
Medical Director I .20
Associate Director I1.0
Clinical Director 1.0
.40
1.0
1.0
.60,667
1.0
1.0
,,250
,400
42,000
23,500
26,750
+64`.
+ 5N
+ 6%
Fiscal Officer 1.0
1.0
1.0
18,596
19,475
20,038
+ 3%
Superyisors 2.0
1.0
1.0
31,203
22,500
23,500
+ 4.5%
Clerical 5.0
5.0
5.0
52,077
67,114
70,935 •
+ 5.7%
Clinical Coordinators 2.0
3.0
3.0
19,696
58,414
62,449
+ 7%
Counselors 11.0
10.0
10.0
153,765
173,256
185,225
+ 7
): Prevention Specialists 3.50'
2.151
3.50
54,279
50,209
66,209
+32:'
Cook and Chemical 8.0
.6 111.0
32 532
84,997
98,930
+16.44,
I �
*Full-time equivalent 135.10I 36.75; 38.10
1.0 - Full-time; .S - Half-time; etc. 451,592
535,282
656,976
1'. 2'
5a
391
fdJ
Supplemental Schedule MECCA
Page Sa- Salaried Positions
MEDICAL DIRECTOR: This position is being increased from eiqht hours per week in FY86;
to 16 hours An-FY37 and to 24 hours in FY88•:•
SUPERVISORS: Included in this salaried position is the clinical director, associate
director, fiscal officer and prevention supervisor. One position, Support Services
Supervisor was terminated in December of 1985.
CLINICAL COORDINATORS: :.., uvsitions vegan in December of 1985. One position began
in August of 1986.
COUNSELORS: Beginning July 1, 1985 MECCA had eight counselors; on December 15, 1985
one outpatient counseling position was terminated and a new position as a residential
counselor was filled. In February another residential counseling position was filled.
An outpatient counselor position was vacant for four months.
PREVENTION SPECIALISTS: Due to funding cuts from the Iowa Department of Substance
Abuse, one prevention position was cut in FY87. We anticipate to be able to fill
that position again in FY88.
CLERICAL: In December of 1985 one clerical position was filled and then in February
of 1986 1.5 clerical positions were filled.
COOK AND CHEMICAL DEPENDENCY WORKERS: In February of 1986 the number of CDWs doubled
due to the increase of residential services provided. MECCA plans on a continued
increase in services and has projected the need to add additional CDW positions
each fiscal year.
N
5b �.)
392
;GEGCY: MECCA
6
393
/903
I
-t
CTUL
THIS YEAR
BUDGETED
TAXES ANO PERSONNEL BENEFITS
SYEA
[]�6!,A566...
PP0JEC' 9
NcyT YEAR
(Lis: ?ates for Next Year)
co
tydl
c'
TOTAL
104 8
127'768
FIC;
Estimate 7��yt
E5ittlrJLT— x 5 656 9
32,117
s•
:.. +:�
_
_
Uner.:lovment Como.
7.00 ; x S474,343
•260, x S
i
I x S
F70.15per :6-75inaiv.
12,221
25,759
33.204
Worker's Como.
1,180
1,522
1.708
Retirecent
:ss.
1 3' 13,0:o.c14family
I .071 4 x 5
21,211
36,157
Disaoility Ins.
_
2,291
3,579
3.9 3
Life Ins.
I 52.15 per month
per employee
436
9R3
I t156
Other
x
% x S
How far below the Salary Study Committee's
0
0
recommendation is your director's salary?
0
Sick Leave Policy: Maximum Accrual NIA hours
Months of Operation During Year: 12
12 days per year for years 1 to 5+
Hours of Service: a.m. - 8 p.m.; M -Th
days per year for year _ to
p.m.; r .
Vacation Policy: Maximum Accrual 240 hours
Holidays: 24 hrs. 7 days week - I
15 days per year for years
_E70 _J_
20 days per year for year to -4
ne
9 days per year.
Work Week:
Does your staff frequently
How do you compensate for overtime?
work more hours per week
X time off X none
than they were hired for?
X. Yes No
time and other (specify)
a half pay
DIRECTOR'S POINTS b RATES STAFF BENEFIT POINTS
Comments:
Nin mum Maximum
Retirement 0 S_Q_/Mon. _n
* Professional staff do not
Health Insurance 24 $_/Mon. _Z4
receive compensatory time off
Disability Ins. 1 S__]Mon. _L I
non-professional staff
Life Insurance $Mon. ; _,r.1_
receive comp time for hours
Dental Ins. S�/Mon. 1_
worked over 40.
Vacation Days 4 25 Days 25
Holidays 9 1_ Days _9 _9
Sick Leave 12 Days _12 12 _
POINT TOTAL 73.5 51.5 73.5
6
393
/903
I
-t
AGENCY: MECCA OP-:O;"GP:
lAL BUDGrT ,
•
Inaccate
DETAIL OF RESTRICTED FUNDS if applicable)
.(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund IDSA - Treatment
1. Restricted by: Iowa Code and IDSA
1 2. Source of fund: IDSA II
3. Purpose for which restricted: Substance Abuse Treatment
4. Are investment earnings available for current unrestricted expenses?
_Yes No If Yes, what amount: N/A
S. Date when restriction became effective:
7/1/86
—�—
6. Date when restriction expires: 6/30/87 I
7. Current balance of this fund: 0 - Receive monthly payments after services are providec
B. Name of Restricted Fund IDSA - Prevention
1. Restricted by: IDSA and Iowa Code
2. Source of fund: IDSA
3. Purpose for which restricted: Substance Abuse Prevention Services
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount: N/A
S. Date when restriction became effective: 7/1/86
6. Date when restriction expires:
X30/87
7. Current balance of this fund: 0 - Receive monthly oavments after services are providec
C. Name of Restricted Fund Voss Memorial Fund
I. Restricted by: Anr PmPnt between Mrs Naomi Voss and MEQCA
2. Source of fund: Ttrkat oa1Pc for mamorial dance ion tions « f
£ 3. Purpose for which restricted: L
r'
r 4. Are investment earnings available for current unrestricted expenses?
_Yes I_No If Yes, what amount:
S. Date when restriction became effective:
' 1`1av 14 7976
6. Date when restriction expires: IJh count ;� n
7. Current balance of this fund: G5g6 Og J
I
7 394
its
—f
MECCA
..6 -
men
n,ENCt: lnaicaceVe/�
if applicable!
DETAIL OF RESTRICTED FUtIDS
+ 1(Source Restricted Only --exclude Board Restricted)
A. Name of Restricted Fund Stubbe Memorial Fund
E
1. Restricted by: Family of deceased
U' 2. Source of fund: Donations in memory of deceased
4
. 3. Purpose for which restricted: Emergency loans to Halfway House residents
4. Are investment earnings available for current unrestricted expenses?
_Yes X No If Yes, what amount:
S. Date when restriction became effective: 1978
6. Date when restriction expires: none l
7. Current balance of this fund: 5163.36
B. .Name of Restricted Fund
I. Restricted by: J
2. Source of fund:
J3. Purpose for which restricted: i
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount: j
S. Date when restriction became effective:
6. Date when restriction expires:
7. Current balance of this fund:
C. flame of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
_Yes No If Yes, what amount:
I S. Date when restriction became effective:
I .J 6. Dare wnen restriction expires:
7. Current balance of this fund:
I 395
MECCA
AGENCY: Oct'onal Bud.et °or..,
DETAIL OF BOARD DESIGNATED RESERVES 1no-1pc—at e 11/A)
(For Funds :Which Are Not Donor Restricted)
tf applicable)
A. Name of Board Designated Reserve: Building and Equipment Fund
I. Date of board meeting at which designation was made: July 1983
2. Source of funds: Depreciation Expense FY78 to present
3. Purpose for which designated: Capital Expenditures; replacement and Purchase
of equipment.
4. Are the investment earnings available for current unrestricted expenses?
, Yes No If Yes, what amount: Tnelndpd ;n Tntprest Tnrnme
5. Date board designatiorr became effectives July 1983 at Board s
expires= dicrre+ipn
6. Current balance of this fund: X21,787
B. Name of Board Designated Reserve: -Lnsurance Escrow
1. Date of board meeting at which designation was made: Nnvamhor ton,
2. Source of funds: Difference between fnrmer health nnlir n�i
And + ticy
3. Purpose for which designated: self incnranre +n halostaff + t + t Premium.
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
S. Date board designation became effective: 12/1/83 oar s
expires: di discretion
6. Current balance of this fund: x$8881
C. Name of Board Designated Reserve:
1. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
Yes No If Yes, what amount:
5. Date board designation' became effec:ive:
expires;
5. Current balance of this fund:
E
396
/Qo3
:D
,J
MECCA
REQUEST FOR ADDITIONAL FUNDING - I0WA CITY
The Iowa City -City Council has directed that agency requests for Iowa City
funding for FY88 may not exceed the FY87 funding level. If your agency's
needs make additional Iowa City support imperative, this sheet may be used
to detail the additional funds requested.
NOTE: All figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions oaoa 9a
AGENCY: MECCA
ADDITIONAL FUNDING REQUESTED: $10,000
PROGRAM: Detoxification
EXPENSE CATEGORIES: Medical Director (Physician's services)
EXPLANATION: The Detoxification program requires additional time
from the
Medical Director in order to ensure quality of care. The total
increase
in time will cost $16,333 of which $10,000 is requested from the
City
of Iowa City.
ADDITIONAL FUNDING REQUESTED: $ PROGRAM:
EXPENSE CATEGORIES:
EXPLANATION:
i
Agency: Mid -Eastern Council on Chemical Abuse
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
The parent group of the Mid -Eastern Council on Chemical Abuse (MECCA) was founded
in 1964, by a group of concerned Johnson County residents and named the Johnson
County Citizens Committee on Alcoholism. The primary purpose of the Committee
was to serve as a community resource to alcohol abusers, their families, employers,
schools, jail, court system, and other community agencies who came in contact with
alcoholics. Today MECCA is a private, not-for-profit corporation dedicated to
the treatment and prevention of substance abuse.
As funding sources at federal, state and local levels altered their view of
substance abuse, and as treatment of substance abuse has evolved, MECCA has
developed into a comprehensive substance abuse treatment agency. From an initial
inception in 1969, with the Problem Drinking Center and the addition, in 1971,
of the Voss Recovery House, we have progressed as an agency to the point of recently i
completing construction of a new facility designed to meet our client's and.0e
communities' specific needs regarding substance abuse treatment. Completion Of i
the new facility has allowed a complete refurbishing of MECCA's services based
on community and client needs rather than the availability of space. Some of the
changes and additions include: A new outpatient program utilizing additional group
services to allow greater access for the public to MECCA's programs and in a more
defined manner; Residential services have grown from being limited to half -way
house services for men to include residential services for men and women and
half -way house services for women; finally, a non-medical detoxification and mental
health crisis stabilization unit has recently opened filling a void in the
continuum of substance abuse services available to Johnson County residents.
In light of the number of changes and additions to MECCA's services in the last
15 months, the major project for the coming year is an evaluation of the effect-
iveness and impact of those changes to ensure the anticipated benefits to clients
are realized.
P-1 398
ltea\ /f03
-I
1-1\ ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
The Mid -Eastern Council on Chemical Abuse (MECCA) is organized to provide
comprehensive services related to chemical abuse and dependency, to promote the
early detection and interruption of chemical abuse careers and to reintegrate the
problem chemical abuser into the life of the community.
B. Program Name(s) with a Brief Description of each: j
1) Treatment a) Residential: An intensive 4-6 week "inpatient" treatment experience - I
for chemical dependency; b) half -,,my pnW= A transitional care program for residential clients designed to offer
additional support beyond the residential treatment experience. c) outpatient services: Assessment and evaluation plus a i
less structured regiumn of treatment involvement for the substance abuser, intended as a continuation of the residential
treatment experience, or when appropriate, as the prinery trenmnent experience. 2) Social Detoxdficaa /Criss
S bEllzartan a) Debox: A supervised non-medical pin of managing the detoxification of an individual from drugs i
and/or alcohol; b) Crus: A safe enwirmumt for Camtmity Mental Health Center patients in lieu of hospitalization. i
3) Bmmtion Servi : A wide range of prograasinteded to prevent instances of substance abuse. Programs developed
by the prevention staff have impacted: the general comrmity; schools; adult children of alcoholics; uc en; parents; and
aaddolescent servicesare pro dad in ti with [h}i Action fo Y Also hoed are7p
rrogt'ms Yor cmtracrunqovers ac nse�revantronrograns.) Cost assocrated`wir[ t�acility
and debt retirement are'shown separately for clarity.
C. Tell us what you need funding for.
Three Primary needs for funds exists. Of the highest priority is the need for additional staff
',embers to help alleviate the untenable situation of requiring clients to wait up to 4 weeks for
.their initial counseling appointment. An equal priority is the need to provide an adequate
le el of staffin o the reveption staff toes re ailakility of staSf to mdeat n iyhcrf?ging
vo�ume of reques�a of prevention services. An� �ina��y, t ere s a nee for a 3. one o ice
fixtures to all w ade uate storage of client files and other clinical materials.
D. �lanage�ent:
1. Does each professional staff person have a written job description:
Yes X No
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By whom? Board of Directors
E. Finances:
1. Are there fees for any of your services?
Yes X No
a) If "yes", under what circumstances?
All clients are assessed a fee based on their income and expenses and are expected
to contribute to help defray the cost of their involvement.
b) Are they flat sliding X ?
P-2 399
c) Please discuss your agency's fund raising efforts, if applicable.
s During construction of the new facility, there was a fund raising campaign organized
to provide support specifically for the building. Since completion of the building,
there has been no organized fund raising campaign. We have strongly supported the
{ United Way campaign and aggressively pursue State and Federal funds.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
I. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget
year?
a) Duplicated Count 9515 Year Fyg6
b) Unduplicated Count 6284
2. How many residents of Iowa City did your agency serve during
i
your last completed budget year?
a) Duplicated Count 769F
e- I
b) Unduplicated Count 5233
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 1023
b) Unduplicated Count 430
4. How many units of service did your agency provide to Johnson
County residents last year? 21.977
5. Please define your units of service.
Residential Treatment Unit = 1 day of treatment
Outpatient Treatment Unit = 60 minutes of face-to-face treatment to
one
Prevention Program Unit = 60 minutes of prevention programming to one
person
person
i
NOTE: 69% of total agency outpatient treatment services were
provided to Johnson County Residents
65% of total agency prevention services were provided to Johnson
County Residents
51% of total agency residential treatment services were provided
to Johnson County Residents
P-3
400
luA\' 9 p3
In.what ways are you planning for the needs of your service
population in the next 5 years?
Our plan is to maintain the quality and quantity of services. Our efforts have
centered, and will center, around increasing quantity without decreasing quality.
We are actively pursuing research regarding outcome of various treatments and more
accurate matching of patients with specific treatments. We- have actively utilized
voluntary, community-based self-help groups such as Alcoholics Anonymous, Narcotics
Anonymous and Alanon.
Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
The largest frustration felt among the entire staff is the inability to respond in the
preferred manner to the enormous numbers of requests for services. We continually
must make people wait substantial lengths of time for services. Through alterations
in service, delivery and administration, we have succeeded in the past few years, to
tremendously increase the numbers of people served with a minimal increase in staff.
It appears now the only solution available is to add to the staff which is not
possible given to current level of funding.
8. List complaints about your services of which you are aware.
`-(SCCA has been fortunate in our ability to attract a group of highly skilled & professional
employees who invest a great deal of themselves in their job with the result being only very
infrequent complaints. When a complaint is brought to. our attention it has in all cases been a
situation that could have been avoided had additional staff been available. Examples of complaint
include: not having timely access to counselors for individual sessions; excessive waits for
evaluations; not understanding a treatment recommendation; or feeling frustrated because of our
absolute confidentiality.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
We have continual waiting lists; we are able to see emergencies within a week; most people must
wait at least 4 weeks for an initial appointment. We "wait list" outpatient people in two ways:
first we make appointments for a month in advance; and b) when there are no appointments avail-
s le within the ext month, we list angle & e7111 tthhem b ck in month. We.currentl rovide most
o our services in groups, rather thRn gn an individual �asis, ?n order to increaset �h� amount
of service provided with the same amount of staff time. We see no resolution to this problem
without additional �o�ainmany People are currently on .your waiting list?
As of Sept.i30, 1�6, our outpatient Incklog was 90 persons (49 scheduled through (kt: 8
.41 with no appointant] there were
21 people on our waiting list for residential trmtmmt. Our outpatient backlog, as of Aug. 4, 1986, was 70 persons
(49 scheduled in advance & 21 with no appointirent); on April 1, 1986, we hada similar number scheduled and 58 with
no appointnent. 10 7n wlat way are your agency'
There is no organized publicity campaign t�esigne for MECCA. We typically rely on Services
Indexes and program brochures to inform the public about our services along with telephone and
vellow page listings. We are deeply concerned that any increased publicity of our services
lw;ould only lengthen waiting lists and client frustration regarding lack of availablity of
services.
P-4
401
/903
`rid
MECCA — AGENCY PROGRAM GOALS AND OBJECTIVES
TREATMENT PROGRAMS
GOAL: Substance Abuse Treatment programs of MECCA exist to
rehabilitate individuals with substance abuse problems in order
to help them resume a socially acceptable and productive role In
society.
OBJECTIVE A: Provide residential treatment services to 42
female clients and 42 male clients between July 1, 1987 and
June 30, 1986.
TASKS:
I. Maintain the current staffing pattern of the
residential treatment staff.
OBJECTIVE B: Provide 3000 units of Individual service and
4000 units of group services between July 1, 1987 and June 30,
1988. One unit of service is defined as one hour of
face—to—face contact with a client.
TASKS:
1. Maintain the current staffing pattern of the outpatient
treatment staff. i
2. Increase the utilization of para—professionals for
program delivery.
DETOXIFICATION/CRISIS STABILIZATION
GOAL: To preserve the health of persons withdrawing from alcohol
and other drugs and to provide for the stabilization of crisis
for persons experiencing mental health problems, without
resorting to hospltalization.
OBJECTIVE A: Provide detoxiFicatlon and crisis stabilization
services to 156 persons between July 1,1987 and June 30,1988
TASKS:
1. Maintain the current staffing pattern of the
detoxification/crisis stabilization staff.
i
i
-7
PPFVf:N r I1.?N _APL I' ; N rERV EM f 10N_P(1GPAMS
-� GOAL: To promote a total Community awareness of alcohol
abuse/use Issues and promote an attitude OF responsibility
regarding drug and alcohol use.
OBJECTIVE A: Provide 956 hours of Formal substance abuse
Information and education programming to Johnson county
residents.
TASKS:
1. Provide Informational and educational services to
youths in and out of school, parent groups, community
professionals, general community, and school personnel.
i 2. Conduct therapy groups For adult children of alcoholics
as a method of Interrupting the pattern of substance abuse
between family generations.
3. Develop and conduct groups for young children who have
grown up In "high risk" households; this is complimentary
to treatment programming For families.
4, update and conduct "The Birds" puppet program which was
designed and implemented in Fiscal Year 1986; this program
is targeted at early elementary age children.
OBJECTIVE B: Decrease the incidence OF substance related
public health problems in Johnson County
i
TASKS:
1. Conduct two (2) major community awareness campaigns.
2. Advertise services through flyers, brochures, posters,
and media.
- 3. Contact and collaborate with community groups that may
benefit From, or be interested In, substance abuse
prevention and social policy changes.
OBJECTIVE C: Implement a broad brush Employee Assistance
Program For 7 area employers.
TASKS:
1. Contact area employers to inform them of the EAP
services.
2. Present to the local chapter of ASPA an explanation of
EAP services.
3, wr,ta contract, train managers, and educate employees
In two Ictal companies regarding the EAP services.
403
e"r—
—I
C 16Q",
1
�.1
IV -3
DIRECTOR:
Verne Kelley
HUMAN SERVICE AGENCY BUDGET FORM
wommmommoommona
AGENCY NAME:
Canm. bental Health u
CITY OF CORALVILLE
ADDRESS:
505 Fast College
JOHNSON COUNTY CITY OF IOWA CITY
PHONE:
338-7884
COMPLETED BY:
Verne Kelley
UNITED WAY OF JOHNSON COUNTY
i
APPROVED BY BOARD:
submitted to board
authorized signature
CHECK YOUR AGENCY'S BUDGET YEAR
on 111' 6
1/1/87 - 12/31/87
4/1/87 - 3/31/88
7/1/87 - 6/30/88 X
10/1/87 - 9/30/88
COVER PAGE
I
Program Summary: (Please number programs to correspond to
Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
i
Program 1 Outpatient Services
Program 2 Consultation Services
Program 3 Student Training
'
Program 4 Education
Program 5 Evaluation
Program 6 Day Treatment
,.
Program 7 Community Support Service - Johnson County
Program 8 Com unity StWort Service - Cellar 00uoty
Program 9 Emergency Services
Program 10 Crisis Stabil..'i,:ation
Program 11 Farm Cris.R
i
i
Local Funding Summary:
I
I
i
4/1/85 - 4/1/86 - 4/1/87 -
3/31/86
3/31/87 3/31/88
United Way of Johnson County d"'j",w giving
$ $
is
FY 86 FY 87
FY 88
City of Iowa City... sEt�ooccr
r�cc to
$ S
$
SEE BUr
Johnson County
S 345,416 $ 388,213 $ 388,213
L
o Ana
ig.znn 14.000
C 16Q",
1
�.1
IV -3
City of Coralville
S
S
5
C 16Q",
1
�.1
IV -3
11"E, SUMMARY
NV «�� ii VVIIY114111 Y VIR IIl41
IID Ql III L.CI I U
Enter your Agency's Budget
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
Year
7-85 to 6-86
NEXT YEAR
I. TOTAL OPERATING BUDGET (Total
7-86 to 6-87
7-87 to 6-88
t + b)
626,358
658,540
a. Carryover Balance psafr000iai'
632,876
5,131
20,293
b. Income (Cash)
24,374
621,227
638,297
2. TOTAL EXPENDITURES (Total a + b)
606,065
608,502 �
a. Administration
634,166
621,971
b. Program Total (List programs below)
106,220
499,845
106,253
i
108,596 �
i
1. Outpatient
527,913
513,375
2. Consultation
316,982
357,561
�
376,930
3. Student Training
81600
8,662 -�
9,000
4. Education
1,400
1,425
-
1,500
5. Evaluation
2,700
2,726
3,0001
6. Day Treatment
500
'45,,000
538
1,000
7. Community Support J Johnson C
43,988
46,873
8-
99,577
59,697
24,529 i
Community Support Cedar Co.
25,086•
25 000
9• Emergency
'
27,250
10.. Crisis Stabilization
0
13,508
8,485
3. ENDING BALANCE (Subtract 1 - 2)
0
91808
9,808
4. IN -KING SUPPORT (Total from Page 5)
20,293
24,374
10,905
S. NON-CASH ASSETS
0
0
it 1
131 O1
131 019
Notes and comments:
405
,Cj ; 2
INCOME DETAIL
AGENCY: CmTmunity 1•10-ntal Health c.' -
F,eQ
3
/ ?0.3
ACTUAL
LAST YEA
THIS YEAR
PROJECTE
BUDGETED ADMIN.
NEXT YE
PROGRAM
PRO&;, •
1. Local funding sources(List below
426,647 464,302
464,302
108,596
255,746
9,0
a, Johnson County r `
345,416 388,213
388,213
92,307
209,746
7,500
b, City of Iowa Gity ��*
p
C. United Way
d, City of Coralville
e. Oaddar County
33,565 43,014
43,014
8,145
22,469
7501
f. Iowa County
37,066 33,075
33,075
8,144
23,531
7501
2. State,Federal,Foundations(List)
103,7251 75,745
36,000
a Johnson Cty State Gen, ALI=
8,852
16,200
•14,000
b,Cedar Cty State Gen. Allow.
13,557
14,000
14,000
c Department of Human Seivi'ou
3,376
8,485
8,000
d:Pederal - CDBG
77 94037
060
3. Contributions/Donations
533
500
500
500
a. United Way Designated Giving
'I
b. Other conEributions
533
500
500
500
4. Special events(List below)
I.C. Striders Hospice
a•Road 'Race
b.
C.
5. Net sales -services
91,062
90,000
100,000
100,000
6. Net sales -materials
7. Interest income
8,477
7,000
7,000
7,00
1
8. Other(List below,including misc.)
1,383
700
700
700
al�ports
228
200
200
200
bMi.soellaneous
1,155
500
500
500
.c.
TOTAL INCOME (Shona also on page 2,
line Ib)
621F;27
638,247
608,502
108,596
363,946
9,00V
Notes and co=ents:
406
F,eQ
3
/ ?0.3
J
AGENCY: Cm=ity Mental Health C:,
!IICONE OET,'IL (Continued) St.Dtg. EHucation l gal. Day T. CSS -J C:;;;
Notes and comnents:
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRAM PROGRAM
6 7
PROU0
a,
1. Local funding sources(List below)
1,500
3,000
1,000
37,873 24,529
13,250
a, Johnson County
1,500
2,000
700
37,873
24,529
2,25:
b, City of ta.,a City
c. United Way
d. City of Coralville
e. Cedar Co.
500
150
11,OOc'.
2.
f. Iowa Co.
State.Federal,Foundations(List)
500
150
9,000
14,000
a.Johnson Co. -General Allor-aticg
9,000
b.Cedar Co. - General All ocati
14,00,
C.
d.
3.
Contributions/Donations
a• United Way Designated Giving
b. Other contributions
4.
Special events(List below)
.C. Striaers Hospice
afoad Race
b
c.
5.
Net sales -services
6.
Net sales -materials
7.
Interest income
B.
Other(List below,including mise.
a.
b.
C.
TOTAL INCOME (Sher, also on page 2, '
line lb)
1,500
3,000
1,000
46,873
24,529
27,25
Notes and comnents:
IiiCOME OET.4L (Continued)
1. Local fundina sources(List be
a. Johnson Ccunty
b. City of Icwa City
C. United Way
d. City of Coralviile
e. Cedar Co.
f. Iowa Co.
2. State,Federal,Foundations(List)
a.Johnson CO. -General Aliocati
b.Gedar Co. -General Allocation
i
C.Dept. of Boman Sar�s
d.
3. Contributions/Donations.
a. United Nay Designated Giving
b. Other contributions
4. Special events(List be law)
Stricars Hospice
a• Road Race '
b. '
C.
5. Net sales -services
6. Net sales -materials
7. Interest'inccn,e
8. Other(List below,including mise.
a.
b.
C.
TOTAL INCOME (Sho:, also on -page 2, '
line Ib)
Nores and con- ents:
hU-In'"COmlaallty Mental Health ,'.
Enr-r. 6 -Stab. Farm Crisis
PROGRAM PROGRAM PROGRAM PROGRAM PROGRAI4 PR
9 10 •11 _
9,808
8,000
8;000
8,000 1 9,809 5
3b
5,000
m
-7
EXPENDITURE DETAIL AGENCY: o mmmity Ft ntal Health
1986 1987 1988 Out Pt. r.,.,-„
ACTUAL
LAST YEAR
THIS YEAR BUDGETED
PROJECTED NEXT YEAR
ADMIN.
PROGRAI4
1
PROGP,,:
2
1. Salaries 309,860
354,516 365,154
65,830
205,248
7,5w
2. Employee benefits b taxes 59,879
71 224 73,777
13,166
41,832
1,501.
3. Staff development 7,229
7,500 7,500
1,500
3,500
4. Professional consultation 88,144
90,000 100,000
96,100
5. Publications/Subscriptions
6. Dues b Memberships 2,256
2,300 2,300
450
1,850
7. Rent 1,140
1,300 1,300
1,300
8. Utilities 4,500
6,000 6,000
6,000
9. Telephone 6,089
6,000 6,000
300
5,100
10. Office supplies b postage 6,390
7,000 7,000
4,200
2,800
11. Equipment purchase 6 rental 1 4,902
5,000 5,000
5,000
2. Equipment/Office maintenance 9,873
10,000 10,000
1,2001
6,400
3. Printing d publicity 506
700 2,374
2,000
4. Local transportation 7,241
7,300. 7,300
2,100
1,800
S. Insurance 4,881
7,500 7,500
750
6,750
6• Audit 4,250
4,500 4,500
4,500
7. Interest
8• Other (specify):prcg, Davel. 1,000
100 100
100
9. ice Services .
Bad Debts 1,235
Pro essiona SuWu
0 ppp lies
Capital -Duildin 77,940
, .
1,300 1,300
37,060 0
250
1100
21. Agreement - Emergency Serv.
7,966 7,966
22. Other 3,459
•1,500 1,500
1,500
TOTAL EXPENSES (Show also on 606,06s
page 2,line 2)
634 1 621,971
66'
108 596
376 930
,
9,000
Notes and comments:
L
i
�4.� �.
4
409
APO
I
EXPENDITUP.E OE -All. (Continues)
AGENCY: Comumity Yental Health Center
"Ie %
4a
pp 3
11111 Ail
StJ.Trg.
PROGRAM
Wucation
PROGRAM
Evaluatio
PROGRAM
Day 3.
I PROGRAM
CSSL J.
PROGRAAII
CSS"-pC.
1. Salaries
1,250
2,500
800
36,894
8,691
16,855
2. Employee benefits b taxes
250
500
200
7,379
f3738
3 371
3. Staff development
1,100
700
700
4. Professional consultation
5. Publications/Subscriptions
6. Dues 8 Memberships
7. Rent
8. Utilities
9. Telephone
600
10. Office supplies 6 postage
11. Equipment purchase b rental
12. Equipment/Office maintenance
1,200
1,200
13. Printing b publicity
100
100
174
14. Local transportation
100
3,300
15. Insurance
16. Audit
17. Interest
18. Other (specify):
19. Office Services
Bad Debts
200
2,250
20.
21.
22.
TOTAL EXPENSES Slm, °l10 °"
ow.:.ii"°:
1,500
3,000
1,000
46,873
24,529
27,250
Notes and comments:
410 1
"Ie %
4a
pp 3
nuc11611 Uwm itv metal Health center
Notes and comments:
r U .
411
r 4b /�a3
PROGnN4
9
Emergency
PROG8N4
10
Cris. sth.l
PROG;W4
11
Farm (�r.
PROGRAM
I PROGRAM
PP,OGF
1. Salaries
519.
4,900
4,167
2. Employee benefits & taxes
1,008
833
3. Staff development
4. Professional consultation
3,900
S. Publications/Subscriptipns
6. Dues & Memberships
7. Rent
S. Utilities
9. Telephone
10. Office supplies & postage
11. Equipment purchase & rental
12. Equipment/Office maintenance
13. Printing & publicity
14. Local transportation
15. Insurance
16. Audit
17.' Interest
18. Other (specify):
19.
20.
21. AgreenPnt-Bier en S.
7,966
igs
22.
TOTAL EXPENSES p;y; i�'�i�;=
8,485
,000.
Notes and comments:
r U .
411
r 4b /�a3
�.tol-
I
—f
AGENCY:O ml. lental Health
ett.nn�.lunj i�i.�r auliltiL�nWt THIS YEAR Cent
SALE POSITIONS ST YEAR
atwl ttitrYctua ACTUAL NEXT YEAR ;
Position Title / Last Name FTE+ PROJECTED BUDGET
CHANGE
Last I This I. Next
I
Year Year Year
I
: I
Total Salaries Paid I
14.0 14.25 14.25 309,860 •tali-t6u pules lmt: 354,516 365,159
1.0 • lull.
tl.r, .S . wiLttr: �� +3.0
etc.
I
RESTRICTED FUNDS (Complete detail,Forms 7 b 8
Restricted by: Restricted for:
Johnson County Day Treat:
Johnson
9011Farm Crisis 13,000 9,000
un
Johnson Coty Outpatient 9,000
5 00
fir dun Cama. amPort 14 00 2.200 — -100.0
State o� f= �g�oy _ 25 000 25 000
13,508 81000
-90.8y ;
MATCHING GRANTS �^
Grantor/Matched by: I 4.
i I
I
IIN -KING SUPPORT DETAIL
Services/Volunteers
Material Goods
Space, utilities, etc.
Other: (Please specify)
5 412
/9d 3
4 pcn 1.01m.tlm o/ cny dl//.rmctytuem LAST YEA
^ �000•I. wluy .rope,, and .ctwl wldry Dtld ACTUAL
SALARIED
Position Title / Last Name FTE*
(LastI This I Next
Year Year Year 1;�
Executive Director-ytelle}� 1 0 1 00 1 0037,451
Psychologist-Larenbesg
�flae Mager -Lovell
1.00 1.00
1.00 1.00
1.00
1.00
33,959
19,725
Psycholgist-Harvey
P�1� ase - Wieland
Secretary - Maineke
Clir1c• Soc. Wbrker-Jac
Clinc. Soc. Wbrker-Laube
Case Mager - jea•
Psych' Nurse - ar,,,'ngs
g C.la
6 nc. Soo. Wbrker-Thie
=rb�mnt Ther.-Blankenbur
d
4 Case Mager -Nelle rup
i' Secretary - Atronson
1 Clinc. Soc. Worker-Trefz 11.00
Secretary -Part-time
a"rgency Services
'6 '60• •60
.55 .6b .60.
1.00 1.00 1.00
1.00 1.00 1.00
.50 .50 .50
1:00 1.00 1.00
1.00 1.00 1.00
1.00 1.00 1.00
.80 .80 .80
1.00 1.00 1.00
1.00 1.00 1.00
1.00 1.00
.75 .75 .75
20,375
16,348
15,200
29,022
14,512
16,927
2e, 727
25,919
15.919
15,091
13,652
4,210
1,817
j
J 1
*Full-time equivalent 14.20 14.
1.0 = Full-time; .5 = Half-time; etc.
AGENCY: CMM. Mental Hc.,lU,
='1E11T YEARDGET CHANGE
38,433
1 39,221
2.1
34,935
35,723
2.3
20,701
21,489
3.8
20,961
21,434
2,3
18,066
18,539
2,6
16,176
16 964
4,9
30,000
30,788
2,6
15,000
15,394
2,6
17,903
18,691
4,4
29,703
30,491
2,7
28,000 28,788 2,8
9,895 91895 0.0
309,860 I 354,516 365,154 3,0
oil
BHIICFIT DETAIL
TAXES, AND PERSONNEL BENEFITS
(List'Rates for Next Year)
TOTAL
FICA 7.1 S X S 365,154
Unemolovment Com . 0 : X S 0
For 6 is included in
Worker's Como. aPnll
ent
8.1 S x S365,154
Ins.
S•• per mo.: indly.
THIS YEAR
PROJECTED
e •• fam ly
=tI .
salax�y:gX S
NEY,
59,879
71,224
$ =' Per month
21,722
%z
25,926
0
0
zx�
How far below the Salary Study Camnittea's
recommendation is your director's salaryl
Sick Leave Policy: Maximum Accrual 720 hour,
24 days per year for years tp
_ days per year for year to
Vacation Policy: Maximum Accrualhours
20 days per year for years Oto 1
days per year for year � to .-
Work Week:
Does your staff frequently
work more hours per week
than they were hired for?
X Yes No
Auu11,1;w,K,"ULyre1F.a H.aitt
FY'86
FY'87
FY188
ACTUAL
.AST YEAR
THIS YEAR
PROJECTED
BUOGEiED
ED;
�� .:
Health Insurance
Disability Ins.
NEY,
59,879
71,224
73,777
21,722
25,007
25,926
0
0
0
24,582 21,361 2g
21e"
9,440 12,562 13,190
4,135 4,494 4,629
0 0 0
HOnthS of Operation During Year: (_;2
Hours_of Service: 48.5hours a Meek
Holidays:
days per year.
How do you compensate for overtime?
X time off none
time and other (specify
a half pay
DIRECTOR'S POINTS b RATES
STAF .BENE
POINTS. Comments:
Retirement
41.8 f2 1 Non.
Hjnjogpa
.+��L
�� .:
Health Insurance
Disability Ins.
12 $_WHon.
''� $�/Mon.
Life Insurance
Dental Ins.
O•.5 $_1Mon.
��
XA
VacaLian Oays
S y� /Mon.
zo 20 Days
2o.p
20,0
Holidays
Sick Leave
__g_ _8_ Days
22 _24_ Oayt
R
.2d. n
POINT TOTAL
109.3
82
109'.3
414
r �,�; •,,
6 /q o 3
J
AGENCY: Canmmity ttnta3 xealth �OPTIONAL BUDGET FOP!,
ter Inoicace N/
DETAIL OF RESTRICTED FUNDS if applicable)
(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund JdmScn'C0tnty General Allocation Fund
1. Restricted by: Board of supervisors
2. Source of fund: DHS, State of Iowa
3. Purpose for which restricted: Day Mmatuent Program
4. Are investment earnings available for current unrestricted expenses?
__Yes x No If Yes, what amount:
5. Date when restriction became effective: 1/1/84
6. Date when restriction expires: 6/30/87
7. Current balance of this fund: 0
B. Name of Restricted Fund Department of lbman Servdoes, State of Iowa
I. Restricted by:
2. Source of fund: DHS, State of Iowa
3. Purpose for which restricted: aer4ency Sezvioes
4. Are investment earnings available for current unrestricted expenses?
_Yes _LNO If Yes, what amount:
S. Date when restriction became effective: 10/1/85
6. Date when restriction expires: 9/30/87
7. Current balance of this fund: 0
C. Name of Restricted Fund War County General A110caticn rwo
1. Restricted by: Board of SuDer'isors
2. Source of fund: DHS, State of Iowa
3. Purpose for which restricted: CbmnunitS, Support Setvdoes
4. Are investment earnings available for current unrestricted expenses?
Yes x'NO If Yes, what amount:
5, Date when restriction became effective: 7/1/84
6. Date when restriction expires: 6/30/87
7. Current balance of this fund: 0
7 415
/9a3
`T
L
ADENCY: Ccmmmity mental Health Center 71
BUDGST FOr.'
lai
ncate .J/..
DETAIL OF RESTRICTED FUNOS if applicable)
.(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund Johnson County General Allocation Fled
1. Restricted by: Board of Supervisors
2. Source of fund: DHS, State of Iowa
3. Purpose for which restricted: Farm Crisis
4. Are investment earnings available for current unrestricted expenses?
_Yes X No If Yes, what amount:
S. Date when restriction became effective: _7/1/86
6. Date when restriction expires: 6/30/87
7. Current balance of this fund: 0
B. Name of Restricted Fund Johns County General Allocation Fund
I. Restricted by: Board of Supervisors
2. Source of fund: DHS, state of Ivaa
i
3. Purpose for which restricted: outpatient Services
i
4. Are investment earnings available for current unrestricted expenses?
Yes X Na If Yes, what amount:
5. Date when restriction became effective: 7/1/86
6. Date when restriction expires: 6/30/87
7. Current balance of this fund:, 0
C. Name of Restricted Fund
I. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes _No If Yes, what amount:
5. Date when restriction became effective:
6. Date when restriction expires:
1. Current balance of this fund: u
416
7A
/903
REQUEST FOR ADDITIONAL FUNDING - JOHNSON COUNTY
The Johnson County Board of Supervisors has directed that agency requests
for Johnson County funding for FY88 may not exceed the FY87 funding level.
If your agency's needs make additional County support imperative, this
i
sheet may be used to detail the additional funds requested.
j NOTE: All figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions page 23.
J
AGENCY: comiunity Mental' Health Center
ADDITIONAL FUNDING REQUESTED --$-33,600
PROGRAM: Family Violence
-�
EXPENSE CATEGORIES: Salarysherapist 28,000
Fringe benefits 5,600
33,600
EXPLANATION: she change in legislation regarding spouse abuse cleai-ly demands a
creative response from many human services agencies and offioers of
the court. We propose to work jointly with agencies such as MEOCA,
Domestic Violence and Lutheran Social Servioes. she staff tine
requested here would be used for faaily and marital therapy and
would also be used to reduce our waiting list.
ADDITIONAL FUNDING REQUESTED. $ PROS:
EXPENSE CATEGORIES:
EXPLANATION:
Conditions of Association
Agency: Community Mental Health center
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
The mission of the Mid-Fastern Iowa community Mental Health Center is to furnish
mental health care, promote mental health, attempt prevention of mental illness and to
Provide other services consistent with these purposes. Since its establishment in
1969, the Center has vigorously pursued its mission successfully developing a pattern
of services that is efficient, is responsible to community needs, and which has an
excellent reputation. The number of persons served has increased each year until
fiscal year 1985 when it leveled to 1,488 persons and declined about 30 persons
last year.
t�The board of directors is the policy-making body for the Center. It determines
1 and objectives of the Center. From each county served by the Center,
ince
9 when the Center opened,
served on the board:sons serve on28 from Cedathe board- rCountyS,626 from Iowa County 358fromjohnso9 people n
County.
Our staff is of high quality and of considerable experience. Through the years
there has been little turnover of staff members, and they have achieved a high level
of productivity and efficiency.
The original program of the Center is outpatient, consultation, education, and
i evaluation services which has been supplemented by community Support Services, Day
Mmatment, Crisis Stabilization, Dnergency and Farm Crisis services. Outpatient
services include individual, couples and families therapy, and prescription of
medications and aftercare services for people who have been hospitalized for mental
illnesses. Prescreening evaluations are also provided for persons seeking voluntary
admission.to state mental health institutes. Brergency hours are reserved each day
and the Center has an agreement with the Crisis Center for after office hours.
The Center strives to develop a strong community orientation, and staff are
involved with crisis and domestic violence programs, free lunch, senior citizens,
schools, county care facilities, a half -way house, M/MR advisory boards, planning,
and public and professional education.
P-1
418
M
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
To furnish Mental health care, promote mental health, attempt prevention
Of mental illness, and to provide other
purposes. services consistent with these
B. Program Name(s) with a
Brief Description of each:
I.
2.
Outpatient
Consultation
7
City Support (Johnson County)
3.
Student training
yt'
.
fi amort (Cedar County)
mac' Services
9.
S.
Education
Evaluation
10.
Crisis Stabilization
- 6.
Day Treatment
11.
Farm Crisis
C. Tell us what you need funding for.
Tb fin'nro the above noted Programs which are aimed at strengthening
families and individuals, treating mental and emotional disturbance,
reducing rates of rehospitalization, and improving the quality of
life for the people served,
D. Management:
I. Does each professional staff person have a written job description:
Yes x No
2. Is the agency Director's performance evaluated at least yearly?
Yes x
No By whom? -Board of Directors
E. Finances:
1. Are there fees for any of your services?
Yes x No
a) If "yes", under what circumstances?
according to ability to pay,
b) Are they flat sliding x ?
.J
r
c)' Please discuss your agency's fund raising efforts, if applicable.
None !�
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
I. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 1281 Year 1986
b) Unduplicated Count 1192
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count C
b) Unduplicated Count 977
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count
b) Unduplicated Count ?
4. How many units of service did your agency provide to Johnson
County residents last year? 14760
5. Please define your units of service.
Appointments averaging one hour, hours of consultation and education,
contact hours in camwnity support and day treatment services.
u
P-3 420
-I
3
'J
6. In what ways are you planning for the needs of your service
population in the next 5 years?
Ode have started working on a new program plan that will be
finished in about six months.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
Because of the eroding taxbase we must seek opportunities
for funds not derived from taxes. As noted below our waiting
list is long.
8. List complaints about your services of which you are aware.
our waiting list
9. Do you have a waiting list or have you had to turn people
away for lack of ability to,serJe them? What measures do
you feel can be taken to resolve this problem?
Pie are doing about all we.can. 7hs number of people with more
severe problem appears to be rising causing an increase in
the average number of appointments per client.
How many people are currently on your waiting list? 46
10. In -what way are your agency's services publicized?
Cable television, radio, newspapers, public speeches, health
and county fairs and work with other providers.
P-4
421
/903
OVERALL GOAL, OBJECTIVES AND TASKS
OF EACH SERVICE TO BE PROVIDED
BY THE COMMUNITY MENTAL HEALTH CENTER
ote
al
overall Goal: reTo furnhvention ofmmental hillness, andtomprovide thealth,
ental other services
attempt p
consistent with these purposes.
Ml*oo
To provide o(and approximately 125services to apersonsaindcedarJohnson County (and app persons in Iowa County).
Tasks: 1' apiesl,nincludingyadministrationto rovide 0ofhverbal
medications by psychia-
tric nurses.
2. To provide 900 psychiatric appointments for'prescription
of medication and counseling. persons seek-
Inge oluntary admission forepsychiatricecareeatftheamental Health
Institute, Mt. Pleasant (Johnson, Cedar i Iowa Counties).
Tasks: 1. To evaluate persons seeking admission.a11all persons
2. To contact the staff at the MHI regarding
whom we have prescreened and approved for voluntary
admission
ive C: To provide up to 300 hours of consultation services in
n(0 hours rtieipatecom-
cinamentallhealthu
Objectnties
planningowith.
munityagencies
local and state organizations.
Tasks: 1' Inter-
vention To meet requests for Centi tape VictimsaAdvocacytion mProgram, Domestic
Violence Project, Agency Directors, Department Iowacie )
Services, County Care Facilities, University
other agencies.
2. To participate in planning with MH/MR Advisory Board,
Task Force,
Mental Health Child Sexual Abuse Committee,
Cedar County Consortium, Iowa County Agencies, Community
Mental Health Centers Association, and the Executive
Directors of Iowa Community Mental Health Centers.
objective D: To provide 100 hours of education services in Johnson
County (15 hours each in Cedar and Iowa Counties) for local and state
organizations.
nformation on mental health topics to loco
Tasks: 1. To provide i
media.
2. a
To speak to local
groups.
3. To engage in p with schools and promote mental
health.
4. To plan and conduct continuingeducation programs o
state of Iowa Community staffs of
5. To provide inservice training for County
other providers.
objective E: To provide practicum training experiences for graduate
students in mental health professions.
Tasks: 1. To provide oap9to 300ehours
studenf supervised practicum
training with graduate
2. To te in education
departmentsofthe University al planning
422
X903
Objective F: To participate in a variety of services specifically
ency services.
gear ural areas. services for displaced farm
Tasks: 1. To establish 24-hour ting
2. To help with coordinating
families. range planning for counties.
3, To assist in long Pro
rams on mental health.
4, To offer education P g ort Services in Johnson
Objective
G. To provideeCooleuniti Support
mental disability.
_persons in
and Counties for people eo le in Cedar County.
Tasks: 1. To provide case management services for 5skills•
Johnson County and 25 p P,
2• To provide programs in social and living
3_ To provide drop-in services in Johnson and Cedar
Counties.
ResoirceFulletimetequivalence or 4objective0staff
2• office space for people
Objective H. To provide Day Treatment programming
Treatment for two groups: a) those
have onic mental illnesses. roved o gr, onings; and
Tasks: L To organize Day
for whom the goals are imp
b) those for whom the goals are to maintain Curren
sons in fy 1918'
functioning•
Per
2. To provide services for about 5
eo le needing a brief Period of 24 hour care to re -
county
ct_ iforI. Tp° establish crisis stabilization services in Johnson
county provide care in their new
establish their medications.
Tasks: 1. To coordinate with MECCA to ear needing crisis stabil-
facility. persons a y
2. To service twelve
ization.to
Objective J: To provide admin:amsaand servicesand .n services of.
coord n e and facilitate p 9and
Tasks: 1
to mrovidenan overalleadministrative°control* staf .
2. To P
ersons•
Resources Needed to Accofull t1m and psychiatric residents.
1 An equivalence of 15•S (psychiatrist) staffp
2• A medical director (P Y
3, Additional office space with access for the handicapped,
ts): $621x971
Cost of Program (including administrative cos
423
1&j03
DIRECTOR:
HUMAN SERVICE AGENCY BUDGET FORM AGENCY NAME: Rape Victim Advocacy Program
CITY OF CORALVILLE ADDRESS: 130 N. Madison Street
PHONE: 353-6209
JOHNSON COUNTY CITY OF IOWA CITY COMPLETED BY: KPautn;oWz;ed
Miller/J. Rott
UNITED WAY OF JOHNSON COUNTY APPROVED 8Y BOARD: signature
on /0
CHECK YOUR AGENCY'S BUDGET YEAR date
1/1/87 - 12/31/87
4/1/87 - 3/31/88
7/1/87 - 6/30/88 X
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income +Expense
Detail, i.e., Program 1, 2, 3, etc.)
1. RapeRape CrLinei 24 hr. crisis line for victims of sexual abuse and their
significant others.
ram that is designed to increase �.
Sexual Abuse Prevention/Education Programs a pro for women
g
sexual abuse and sexual abuse prevention
awareness about all forms of
2. t
children and men._
Local Funding Summary- 4/1/85 -
E4/1/24/1/873/31/86 3/31/88U.S.roc tnclua� $ 6,000$ 11,000
United Way of Johnson Coun=ty
sw+n's
FY 86 FY 87 FY 88
s¢t eunttt $ 9,865 $ 10 350 $ 10,350.
City of Iowa City piu io
ssPAU is S g, 865 IS 10,350 I$ 10,350 I
County (�
2,000
424
City of Coralville
3
.J
AGENV: RVAP
EJCSET SUM.M—Y
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
FY 86
FY 87
FY 88
Enter your Agency's Budget Year
1. TOTAL OPERATING BUDGET (Total a + b)
45 100
71,425
74.471
CASA ho, line :.
a. Carryover Balance Pml"a ecif
3 252
i 1oz
1 105
b. Income (Cash)
41,848
70.323
73,366
2. TOTAL EXPENDITURES (Total a + b)
4-3,,998B
70,320
71.845
a. Administration
7,040
11,251
338
b. Program Total (List programs below)
36,958
59,069
07
Ra a Cris
79 11 C;
9r1171
3. ENDING BALANCE (Subtract I - 2)
1,102
1,105
2,626
4. IN-KIND SUPPORT (Total from Page 5)
95.475
104.080
5. NON-CASH ASSETS
-0-
-o-
-a-
Notes and comments:
425
L
I
1go3
a7"
INCOME DETAIL
AGENCY: RVAP
3
/qo3
ACTUAL
LAST YEA
THIS YEAR
PROJECTEDNEXT
BUDGETED
YE
ADMIN.
PROGRAM
I
PRGGBAIA
r
1. Local funding sources(List below
35,873
43,657
46,700
10,770
14,545
21,385
M .moi
a. Johnson County ""
9,865
10,350
10,350
2,535
3,700
4,115
b City of Iowa City
9,865
10,350
10,350
2,535
3,700
4,115
c. United Way
6,526
8,817
11,000
4,000
1,000
6,000
d City of Coralville
-0-
2,000
2,000
500
1,000
500
e• U. of I. Student Senate
9,617
12,140
13,000
1,200
5,145
6,655
f.
2. State.Federal,Foundations(List)
-0-
20,091
20,091
-0-
20,091
-0-
a. Victims of Crimes Act Grant
-0-
20.091
20.091
-0-
20,091
-0-
b.
C.
d.
3. Contributions/Donations
3,122
3.500
3,500
-O-
-0-
3,500 _
a. United Way Designated Giving
1,447
1,500
1,500
-0-
-0-
1,500
b. Other contributions
1,675
2,000
2,000
-0-
-0-
2,000
4. Special events(List below)
2,312
2,500
2,500
1,514
-0-
986
I.C. Striders Hospice
a•Road Race
2,312
2,500
2,500
1,514
-0-
986
b.
C.
5. Net sales -services
-0-
-0-
-0-
-0-
-0-
-0-
6. Net sales -materials
466
500
500
500
-0-
-0-
7. Interest income
75
75
75
75
-0-
-0-
8. Other(List below,including misc.)
a.
b.
1
Ll
c.
TOTAL INCOME (Show also on page 2.
line lb)
41,848
70,323
73,366
12,859
34,636
25,871 '
Notes and comments: 426
3
/qo3
W
a
I
,�
EXPENDITURE DETAIL
i
- I
1. Salaries
2. Employee benefits 8 taxes
3. Staff development
4. Professional consultation
S. Publications/Subscriptions
6. Dues S Memberships
7. Rent
8. Utilities
9. Telephone
0. Office supplies b postage
11. Equipment purchase 6 rental
2. Equipment/Office maintenance
I
L
inting 8 publicity
cai transportation
surance
dit
terest
8. Other (specify):
9. Program supplies
0. Direct Client Expense
21.
W
1.30•
-0-
1,114
AGENCY:
1,200
RVAP
480
720
11
132
ACTUAL
THIS YEAR
BUDGETED
A014IN
PROGRAM
PROGRAM
AST YEAR
PROJELTED
NEXT YEAR
1
2
27,025
39,408
40,173
6,670
21,045
12,458
4,498
8 458
8,920
1,516
4,638
2,766
-0-
400
400
-0-
300
100
750
3,810
4,000
1,200
2,800
-0-
1,347
1,350
1,400
_0_
400
1,000
15
25
25
25
-0-
-0- I
Inkind
Inkind
Inkind
Inkind
Inkind
Inkind
Inkind
Inkind
Inkind
Inkind
Inkind
Inkind
3,352
3,500
3,600
600
2,400
600
.11
1 isn
1.000
400
200
400
1.30•
-0-
1,114
1,200
1,200
480
720
11
132
150
-0-
150
-0-
(Show also on
TOTAL EXPENSES page 2.1 ie 2) 43,998 70,320 71,845 11,338 ,
Notes and comments:
�J I
l 427
4
�9D3
AGENCY: RVAP
1
428
5
�qo3
I
Attan uol,mnon of ,n, aVhnnn
SALARIED POSITIONS :ciu`ii",al:ry Fo!a'F a,:l,el, �n^
Position Title / Last Name FTE*
Last ( Next
Year Year Year
See 85A
LAST YEAR I THIS YEAR
ACTUAL PROJECTED
27+025 39,408
NEXT YEAR
BUDGET
40,173
CHANGE
2%
Total Salaries Paid 2.0 2.75 2.75 27,025 39,408 40,173 2R
• Full -t Lt ttulrtltnc: 1.0 • Full-Nr:.s • ntif•t1r: etc.
RESTRICTED FUNDS (Complete detail,Forms 7 8 8
Restricted by: Restricted for:
NONE
MATCHING GRANTS
Grantor/Matched by:
VOCA/Local Funding Sources20,091/
-0-6.697
20,091/
6,697
IN-KIND SUPPORT DETAIL
Services/Volunteers
90,966
100,000
100,000
'
Material Goods
1,125
-0-
-0-
Space, utilities, etc.
1,200
1,200
1,200
Other: (Please specify)
Work -Study Office Assistant
1 914
1,800
1,800
Answering Service
770
14110
1
428
5
�qo3
I
AGENCY: RVAP
o/ any difference larybetwpaid
annual salary
annual. ul+rY +ru l+ole and +auU ul+rY O+sd
SALARIED POSITIONS
Position Title / Last Name FTE'
Last This Next
Year Year Year
Coordinator 1.0 1.0 1.0
LAST YEAR
ACTUAL
THIS YEAR
�
PRO'ECTED
NEXT YEAR
BUDGET
CHANGE
27,025
39,408
40,173
2%
20,300
20,300
-0-
Volunteer Coord./Su er.
*Office Worker
*Half—time for 3 months
.5
.5
.5
.5
.5
.5
7 449
8,790
— —
9,100
4%
N/A
Prevention/FilitrAtion
0
.25
.25
-0-
3,700
3.RAR
4%
*Full-time equivalent
1.0 - Full-time; .5 a Half-time; etc.
Sa
429
/qo3
I
-t
E.
BE'IE:*7
ACTUAL THIS YEAR BUDGETED
TAXES AND PERSONNEL BENEFITS LAST YEAR PP.OJEC'ED 4E7.T YEAR
(List Rates for Next Year)
TOTAL 4,498 8,458 8,920
FICA 7.33 % x 540,173 1,913 2,818 2,945
Unemolovment Como.' .0025 ; x 540,173 55 99 100
Worker's Como. * % x S *
Retirement + x S 1,762 2,781 3,000
S 55 per mo.: indiv.
Health Ins. S Per an.: family 665 2,328 2,400
Disability Ins. % x S 103 432 475
Life Ins. I S per month -0- -0- -0-
Other + x -0- -0- -0-
% x S
Now far below the Salary Study Committee's
recommenaation is your director's salary? 1,339 -0- -0-
Sick Leave Policy: Maximum Accrual—hours Months of Operation During Year: 12
18 days per year for years 0 o
days per year for year_ to Hours of Service: 24 hrs. per day
Vacation Policy: Maximum Accrual hours Holidays:
25 days per year for years —to
_
iz days per year for year _ to 7 days per year.
Work Week:
Does your staff frequently How do you compensate for overtime?
work more hours per week x time off none
than they were hired for?
X Yes No time and other (specify)
a half pay
DIREC'OR'S POINTS & RATES STAFF BENEFIT POINTS Comments:
20 S 127 Mon. Min mum Maximum *RVAP salaries are paid through
Retirement 127(mon. the UI payroll dept. The UI
Health Insurance 12 S62Mon. 12 12 combines unemployment and
Disability Ins. T $_/Mon. �— �— Workers Compensation expenses.
Life Insurancef a LIMon.
Dental Ins. _£ f4/Mon. �— 7
Vacation Days =25 Days -r2 =2
Holidays _T —T Days 7 7
Sick Leave = = Days 9 18
POINT TOTAL 85 43 72
430
6
-I
�•Rape Victim Advocacy Program
Agency:
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
The RVAP, in existence since 1973, has maintained its original primary function
which is to provide a 24 hr. crisis line offering peer -counseling and crisis inter-
vention to victims of sexual abuse and harassment and their significant others.
In addition, we have worked through our prevention/education programs to raise
the awareness about sexual abuse issues and to educate the public regarding
prevention of all types of sexual abuse.
We are funded by Iowa City, Johnson County, United Way, UI Central Administration,
UI Student Senate, and private donations. The RVAP employs a full-time director,
a half-time volunteer coordinator/supervisor, a %»-time prevention/education specialist
a half-time secretary, and a half-time work-study office assistant. The Rape Crisis
Line is staffed by 25-30 volunteer advocates who are trained to deal with sexual abuse
victims and their significant others. The Women's Transit Authority is staffed by
50-60 volunteer drivers and dispatchers.
The Rape Crisis Line received 452 calls this year, 222 being of a crisis nature.
in
last
information slight increase calls received
and routinebusinesscallsaveraged350-400rrcalls per month.
These are
in addition to the crisis calls.
Advocates accompanied 20 victims to the hospital, went to the county attorney's office
with victims 13 times, went to court 6 times for monitoring and support of victims,
went to the police department with victims 5 times, met with 1 client at the Depart-
ment of•Human Services, made 3 visits to a client at Oakdale Medical Security
Facility and 3 client visits to Oakdale Chemical Dependancy Unit, 2 visits to clients'
homes, and one visit elsewhere.
Other types of direct victim services that we provided included one-on-one short
term counseling, support groups, and a referral system. We also maintain a library
and other printed material pertinent to victims and their significant others.
We provided direct services to the community through our education and prevention
programs. Last year, we presented 105 programs and workshops involving 2,041 people
(an increase over the previous year's 87 programs to 1,437 people). Of those 105
presentations, 23 were on child sexual abuse prevention, 14 addressed the sexual
abuse of adolescents and acquaintance rape, 2 regarding sexual harassment, 4 per-
taining to anti -pornography, 57 general rape prevention/awareness/information and
5 on other related topics- We also distributed a large amount of printed information.
The Women's Transit Authority is a free rape prevention ride service for all women
in the community at night. The program began January 30, 1986 and was funded by
Mr. Hubbard's office at the UI. In five months, we gave 859 rides to 1,025 women.
The program has since received funding for this year from the UI Student Senate.
Our plans for the coming year are to continue our present programming and victim
services. We will continue to update our information bureau and statistics.
431
P-1
Wi
ACCOUNTABILITY QUESTIONNAIRE
e�,
A. Agency's Primary Purpose: To provide advocacy, support, and information
to victims of sexual abuse and their significant others, and to provide
community education and prevention information about sexual abuse and
sexual harassment,
B. Program Name(s) with a Brief Description of each:
Rape Crisis Lines a 24 hour crisis line which includes phone counseling, in-
person advocacy, one-on-one short-term counseling, follow-up, and support
groups.
Prevention/Education: Provides a Speakers Bureau that presents programs on
general rape awareness/prevention, child sexual abuse prevention, sexual harassment,
and other related topics. Provides community action programs such as the "Whistle-
9utpauProgram and Women's Transit Authority. Maintains statistics and Information
C. Tell us what you need funding for.
We need funding for the staff salaries and benefits. In addition, we need funds
to support our programming and the Rape Crisis line.
D. Management:
1. Does each professional staff person have a written job description:
Yes X No
2. Is the agency Director's performance evaluated at least yearly?
Yes x No By whom? Board
E. Finances:
1. Are there fees for any of your services?
Yes X No
a) If "yes", under what circumstances?
We ask for donations for our programs and workshops. We also charge mileage
and request an honorarium for speaking.
b) Are they flat sliding X ?
P-2 432
t,�:�%`, /903
c) Please discuss your agency's fund raising efforts, if applicable.
As previously mentioned, we ask for donations for programs. We also ask for
donations for information material and for the program in general. He put
I
a significant amount of energy into recruiting participants for the Hospice
Hun. We applied for Victims of Crimes Act money and received a grant.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
I. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed j
budget year?
a) Duplicated Count 5ge Year 7gR5-RF
i
b) Unduplicated Count 452Non-Crisis 3.576
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 4414 _
b) Unduplicated Count 346 Non -Crinis 2,682
3. How. many residents of Coralville did your agency serve during i
Your last completed budget year?
a) Duplicated Count 118
b) Unduplicated Count go Non -Crisis 715
4. How many units of service did your agency provide to Johnson
County residents last year? *_967 Non -Crisis *4,050
5. Please define your units of service.
Unit of service - Phone or in-person contact, minimum 151.
Non -Crisis unit of service = Phone or in-person,contact, usually
an hour in length or more.
*Please notes these figures do not include all contacts of a non -
crisis nature such as people requesting information or stopping in
for material from the information bureau. It also does not reflect
media coverage including television, radio, and print to the entire
county.
P-3
433
16710,3
6. In what ways are you planning for the needs of your service
population in the next 5 years?
Staff Re -Organization -We applied for and received a grant from the Victims
of Crimes Act money (Federal money administered through the state). Part
of the grant will be used for a half-time Volunteer Coordinator/Supervisor
who will work to increase our volunteer pool and work on retention of those
volunteers. We have hired a % time Prevention/Education person and a 5time
permanent secretary. The work-study position, which is a little less than
half-time has always had a high rate of turnover and varying degrees of
skill level and commitment. It has never adequately met the needs for
the RVAP as administrative support staff. It is hoped that the more
permanent position of the secretary will provide that necessary support
and continuity to improve our overall efficiency and ability to meet the
needs of those who come to the RVAP. -Over, please -
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
As in past years, our number of crisis calls have risen significantly as
well as non -crisis calls and requests for services. While we are doing
pretty well at meeting most demands, we are not able to meet all. Steps
that we have taken this past year will hopefully help alleviate the problem.
8. List complaints about your services of which you are aware.
While we try to return all non -crisis calls within 24 hours, we are sometimes
backed up. Consequently, there have been times when a caller has expressed
they had difficulty reaching a particular member of the staff, usually the
coordinator. Additional support staff we've added should help this situation
greatly.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
We have had people waiting for specific support groups which we have not
been able to provide. We applied for funds that will allow us to provide
at least two such groups. We have also had to turn down some speaking
requests due to a shortage of staff but that problem should subside with
the addition of the prevention/education person.
How many people are currently on your waiting list?
Approximately 12.
10. In what way are your agency's services publicized?
Newspapers, radio, t.v., matchbooks, brochures, cards, posters, flyers,
stickers, word-of-mouth, and through listings in local, state-wide, and
national directories.
P-4
434
/903
u
J
<�..tN%
6. (Continued) We will continue our support groups and look at providing
more resources for significant others of sexual abuse victims. We
also will be working toward more public education and awareness about
child sexual abuse, sex offenders, male rape, violence toward gays and
lesbians and people of color, and victimization of people with mental
retardation. -
P -4a
435
/903
RAPE VICTIM ADVOCACY PROGRAM
RAPE CRISIS LINE
YEAR FY88
Goal: To provide peer -counseling, crisis intervention, and advocacy to victims of
sexual abuse and harassment in Johnson County.
Objective A:
To
provide immediate, direct phone counseling and in-person advocacy
(when appropriate) on a 24 hour basis to victims of sexual abuse
and
harassment including sexual harassment on the street, on the job
and
in school, exhibitionism, incest, child molestation, attempted
rape and rape.
Tasks:
1.
Maintain a volunteer staff of 25-35 advocates.
2.
Schedule RVAP office coverage for walk-ins Monday -Friday.
3.
Schedule two advocates per shift (two shifts per week) to cover
the line from 5 p.m. - 8 a.m. throughout the week and 24 hours
over the weekends and holidays.
4.
To hold at least two training programs per year.
5.
Hold monthly meetings for advocates including in-service training.
6.
To provide daily supervision for advocates and periodic evaluations.
Objective B:
To
provide follow-up information, advocacy, and support to victims
of
sexual abuse including accompanying them to the hospital, police
department, county attorney's office, and court.
Tasks:
1.
To provide office coverage for walk-ins, including coverage in
the extended absence of the director or volunteer coordinator.
2.
Train personnel in follow-up procedures.
3.
Provide supervision and evaluation.
Objective Ct
To
maintain statistics to be used to evaluate trends, frequency, and
the nature of incidents and to compile information about victims and
offenders that is essential in facilitating the development of effective
prevention methods and programs.
Taskst
1.
Train staff in the collection of statistical information and
analysis of same.
2.
Assign statistical duties and supervise collection of data.
3.
Evaluate data.
4.
Compare with other law enforcement and other agency statistics.
5.
Inform public of findings.
Objective Dt
To
provide support and information to the significant others of sexual
abuse victims so that they, in turn, may offer the victim support,
understanding and comfort in her recovery process.
Tasks:
1.
Train advocates in aiding significant others.
2.
Assign one advocate to work with significant others at the hospital.
3.
Schedule coverage of the Rape Crisis Line during the day to provide
support and information to significant others.
4.
Maintain a referral list of counselors who deal effectively with
sexual abuse issues, relationship counseling, and family counseling.
Objective E:
To
provide support groups for victims of sexual abuse and, when
necessary,
to significant others.
Taskst
1.
Train or find trained facilitators for groups.
2.
Publicize formation of groups.
3.
Provide supervision for facilitators of groups.
V
-Continued)
436
/ yo3
Rape Crisis Line
age
RESOURCES needed to accomplish program tasks:
1. One full-time paid program director, one half-time volunteer coordinator/super-
visor, one half-time office manager, and one half-time work-study office
assistant.
2. Three telephone lines: one 24 hr. crisis line and two business lines with
the answering service.
3. Printed materials, films for training, and publicity.
4. Three rented pagers: two for on-call advocates and one for the program
director or her designee.
5. Supplies for resource and referral information and call sheets.
6. Administrative office space (inkind).
7. Counseling space Unkind).
Coat o_ p�Rj= (does not include administrative costs)
$33,754 in FY. 87
$34,636 in FY 88
437
/903
-t
RAPE VICTIM ADVOCACY PROGRAM
PREVENTION/EDUCATION
YEAR FY88
Goal: To provide public education and increase awareness regarding sexual abuse/
harassment and to provide prevention information and programming on same.
Objective A: In FY 88, to offer presentations on issues of sexual abuse/
harassment and prevention measures on a request basis.
Tasks: 1. To have two training sessions for speakers.
2. Schedule speaking engagements and workshops.
3. Supervise and evaluate speakers and presenters.
Objective B: In FY 88, to present prevention workshops such as the "Nobody's
Victim" Workshop and Self -Defense in the Iowa City/Johnson County
communities.
Tasks: 1. To train, supervise, and evaluate presenters.
2. To do outreach to community organizations and law enforcement
agencies to promote our programs as well as other crime prevention
measures.
3. To maintain a supply of prevention materials at various distri-
bution points in communities.
Objective C: In FY 88, to teach self-protection and prevention of child sexual
abuse/molestation to children, their parents and guardians.
Taskst 1. Train facilitators to present children's programs.
2. Schedule programs in schools, for scout troops, newspaper carriers,
church school groups, etc.
3. Present programs to the general public throughout the year.
4. Obtain space for program presentations.
5. Promote programs and information throughout the community,
6. Provide written material, statistics and books on child sexual
abuse,
Objective D: In FY 88, to target high-risk and vulnerable groups of people for
awareness and prevention. These groups would include people with
mental retardation or illness, people with physical handicaps, gays
and lesbians, people of color, and men.
Tasks: 1. Contact groups and set up programs.
2. Train, supervise and evaluate presenters.
3. Conduct publicity/awareness campaign through flyers, p.s.a.'s, etc.
4. Hold strategy sessions for self-protection.
Objective E: In FY 88, promote, coordinate, and maintain community action sexual
abuse/crime prevention programs such as "WhistleSTOP" and the Women's
Transit Authority for the prevention of rape.
Tasks: 1. Hold training sessions for volunteers.
2. Maintain supply of whistles and brochures.
3. Maintain file of statistics, testimonials, and success stories
of the programs.
4. Maintain records.
5. Present informational programs on "WhistleSTOP" and W.T.A.
6. Maintain car.
7. Schedule volunteers.
Objective Ft In FY 88, to raise awareness regarding pornography and its link to ,
violence toward women and children.
438
-Continued-
'44 'k- %I
Continued-
V',, /qo3
J
W1
Prevention/Education
Page 2
Tasks: 1. Train, supervise, and evaluate speakers.
2. Present programs.
3. Raise awareness through the use of mass media.
RESOURCES needed to accomplish program tasks
1. Staff -one full-time coordinator, ones time prevention/education specialist,
one 4 time volunteer coordinator/supervisor, one 5 time office manager, 4 time
work-study office assistant.
2. Office supplies.
3. Two-way business radio (with privacy channels) for W.T.A.
4. Phones.
5. Car.
6. Printing service.
7. Postage.
8. Typewriter.
9. Films, videos, slideshows.
10. Whistlepacs.
11. Materials for hand-outs.
12. Shipping costs.
13. Office space (inkind).
14. Program space (inkind).,
15. Resource books.
16. 16 mm projector.
17. Publicity.
Cost of Program (does not include administrative costs)
$25,315 in FY 87
$25,871 in FY 88
EF. �11�1'
439
'r
HU!A'I SERVICE AGENCY BUDGE? F•)214
DIRECTOR: LARY BELMAN
4/1/86 -
AGENCY NAME: AMERICAN RED CROSS
CITY -OF CORALVILLE
3/31/86
3/31/87
ADDRESS: 120 N. DUBUQUE, IOWA C -.-:Y
JOHNSON COUNTY CITY OF IOWA CITY
PHONE: 337-2119
UNITED WAY OF JOHNSON COUNTY
COMPLETED BY: L. Belman
APPROVED BY BOARD: (LC� 42p j
I CHECK YOUR AGENCY'S BUDGET YEAR
a thorizea signature)
on /4 OG oG
date
1/1/81 - 12/31/87.
4/1/81 - 3/31/88
7/1/87 - 6/30/88 --r-
10/1/87 _ 9/30/88
COVER PAGE
I
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Program 1, Health & Safety Services
Health/Safety education and training for adults and children; childcare educations
blood pressure screening; first aid stations for Dublic events; support services to
blood collection and water safety Droarams.
I
Proaram 23 Services to Military Families (SMF)
Assistance in reuniting families with members
in the armed forces during times of i
family crisis, especially medical emergencies;
emergency loans and communications
to armed forces Dersonnel.
Program 3s Disaster Services
Emergency food, clothing, shelter and other essentials
to victims of natural disasters.
Food and refreshment support to fire -fighting
and law-enforcement personnel at disaster
sites. Emergency food and shelter to those in
need when special federal funds available.
Local Funding Summary:
4/1/85 -
4/1/86 -
4/1/87 -
3/31/86
3/31/87
3/31/88
United Way of Johnson Count da,. n°T ,nowe
Y Y
S 12,000
$ 13,000
$1A ,000
d,ny. yivimy
City of Iowa City
FY 86 FY 87 FY 88
$0 I 51,000 $ 1,000
Johnson County SEE ABUV T $4,000
S 5,000 $5,000
LCity of Coralville
\.i
S 2,000 1$2,000 I $ 3,000
/9oj
-I
Z)
.sa. 1.x_. CFCSs
-
AC%u L
Enter your Agency's Budget Year LAST 'YEAR7-1-85«6-30
1. TOTAL OPERATING BUDGET (Total a + b) 72,358
6,n ,7 fine :.
Balance m..,e�. <e�r,
TOTAL EXPENDITURES (Total a + b)
a. Administration
b. Program Total (List programs below)
(1) 4e.alth and Safety Services (H/S)
(2) Service to Military Families (SMF)
(3) Disaster Services (DIS)
4.553
67,805
68,123
6,812
61,311
23.910
13,625
23,776
THIS YEAR
PROJECTED
62,617
4,235
58,382
64,164
6,416
57,748
22,457
12,P32
22,459
BUDGETED
NEXT YEAR,
57,333
(1,547)
58,880
65,638
5,073
60,565
25,360
10,186
25.019
3.
ENDING BALANCE (Subtract 1 - 2)
4.235
1 (1,547)
1 (8,305)
4.
IN-KIND SUPPORT (Total from Page 5)
1
54,553
1 55,947
j 57,379
5.
NON-CASH ASSETS
10700
1 10,000
1 10,000
American National Red Cross Chanter Grant -- Line Be. Income Detail - DaBe 3
Notes and comments: This grant has been provided to the Johnson County Chatter to enable
It to continue operations and still fulfill its legal obligation to the Nat'l Red Cross
concerning Dayments for national sector services. The Grant has been provided to the
Chatter in recognition of the progress made in developing services to the community and
sutport from it. The Grant gives the Chatter three years --ending June 30, 1987 --to de-
veloD sufficient local support such that the Chapter can stand on its own In terms of it!
budgetary needs and its budgetary obligations to the National organization.
$20,331 for FY1985 and $16,020 for FY1986 have been received as payments on this grant
$6,565 for FY1987--the final installment --has been recommended by the territorial manage,
but has yet to be approved and paid by the National office.
Increased local support is imperative at this time.
F
441
/90 3
:;;CC"E OE -AIL
AGENCY: AY.-_-P:'-A!; FED CROSS
Notes and comments: * Regarding Line 8 c, see "Notes and comments" on page 2.
3
1103
ACTUAL
THIS YEAR
BUDGETED
ADMIN.
PROGRAM
LAST YEAP
PDOJECTEC
NEXT YE
I
18,253
22,247
27,380
2,138
10,483
4,276
1. Local funding sources(List below
Johnson County
4,000
5,000
5,000
0
2,500
0
a,
City of Iowa City
0
1,000
1,000
0
500
0
b
12,253
14,247
18,380
11838
6,433
3,676
c. United Way
City of Coralville
2,000
2,000
3,000
300
1,050
600
d
e.
f.
2. State, Federal. Foundations (List)
5,706
5,000
3,000
0
0
0
a, Fed. Emergency Mgt- Agency
5,706
4,000
3,000
0
0 0
b, Gannett Foundation
0
1,000
0
0
0 0
C.
d.
3,412
5,500
6,000
600
2,100 1,200
3. Contributions/Donations
a. United Way Designated Giving
2,059
2,500
2,500
250
875 500
b. Other contributions
1,353
3,000
3,500
350
1,225 700
4. Special events(List below)
2.872
1,000
4,000
400
1,400 e00
I.L. Striders Hospice
4
1,000
1,500
150
525 300
a•Road Race
2,281
0
2,500
250
875 500
b Swim -A -Cross
River Raft Race
153
0
0
C.
COURSES
9,675
11,500
13,000
1,300
11,700 0
6. Net sales-services
0
0
2,400
1,200
120
1,080
6. Net sales -materials BITS
60
974
230
300
30
105
7. Interest income
0
8. Other(List below,including misc.)
i 26,913
10,505
4,000
0
0
National Disaster Campaigns
5,041
2,000
2,000
0
0 0
a,
Nat'l e roes sUPPOrt or
5,852
2,000
2,000
0
0 C
b. local Disaster Services
• National Chapter Grant
16,020
6,505
0
c
TOTAL INCOPIE (Show also on page 2,
67,805
58,382
58,880
4,588
26,868 6,331
line lb)
Notes and comments: * Regarding Line 8 c, see "Notes and comments" on page 2.
3
1103
AMERI^AN RED CROSS
..r ec.n /rnnNn eA1
Notes and comments:
443
i
3a /• /�
PROGRAM
3
PROGRAM
a
PROGRAM
5
PROGRA14
6
PROGRA14
1
PP.OG=;"
8
1. Local funding sources(List below)
10,483
a Johnson County
2,500
b. City of Iowa City
500
C. United Way
6,433
d. City of Coralville
1,050
e.
f.
2. State,Federal,Foundations(List)
3,000
,.Fed. Emergency Mgt. Agency
3,000
b.Gannett Foundation
0
C.
d.
3. Contributions/Donations
2,100
a. United Way Designated Giving
875
b. Other contributions
1,225
4. Special events(List below)
1,400
C. Striders HOSVICe
a. Road Race
525
b. Swim -A -Cross
875
c
S. Net safes -services COURSES
0
kifib'r AID
6. Net sates -materials KITS
0
7. Interest income
105
S. Other(List below,including mist.
4,000
a National Disaster Campaigns
=ae Toss support or
bsaster Servicesc
2,000
2,000
TOTAL INCOME (line alsoon Page 2.
21,088
Notes and comments:
443
i
3a /• /�
4
1. \ /9403
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
F0:1IN,
PROGRAM
1
PROGi�C
2,
1. Salaries
25,665
27,296
29,043
2,904
10,165
5,809
2. Employee benefits b taxes
1,941
2,046
2,170
217
760
434
3. Staff development
932
500
500
50
300
50
4. Professional consultation
0
0
0
0
0
0
5. Publications/Subscriptions
0
0
0
0
0
0
6. Oues b Memberships
0
0
0
0
0
0
7. Rent
2,212
2,357
2,475
247
866
496
8. Utilities
o
0
0
0
0
0
9. Telephone
2,598
2,600
2,800
280
856
1,197
0. Office supplies b postage
1,071
1,100
1,150
115
403
230
1. Equipment purchase b rental
569
350
500
50
300
0
2. Equipment/Office maintenance
496
350
500
100
300
0
3. Printing b publicity
3,365
3,165
3,000
300
1,175
3c!J
4. Local transportation
45
0
0
0
0
0
5. Insurance
0
0
0
0
0
0
6• Audit
100
100
100
10
35
20
7. Interest
0
0
0
0
0
0
8• Other (specify): F1RST KITSAID
0
1,800
900
0
900
0
9• Instructional Materials
5,470
6,000
6,500
0
6,500
0
W. Assistance to Others
13,068
7,500
6,000
0
0
0
21.Disaster ReliefsNations
Internal 1
5,403
2,000
2,000
0
0
0
22. National Sector Services
5,188
7,000
8,000
800
2,800
1,600
TOTAL EXPENSES (Show also on
page Mine 2)
68,123
64,164
65,638
5,073
25,360
10,186
Notes and comments:
444
4
1. \ /9403
EXp-- iL (Continue -i
A.S-:ic , AY. -:.:AS tie CROSS
4a
/ 903
9
PROGRAM
3
PROGRAM
4
PROGRAi4
5
PROGRAM
6
PROGRAM
7
PROGPA4'
8 i
1. Salaries
10,165
2. Employee benefits E taxes
759
3. Staff development
100
4. Professional consultation
0
5. Publications/Subscriptions
0
6. Dues d Memberships
0
7. Rent
866
S. Utilities
0
9. Telephone
467
10. Office supplies b postage
402
11. Equipment purchase b rental
150
12. Equipment/Office maintenance
100
13. Printing b publicity
1,175
14. Local transportation
0
15. Insurance
0
16. Audit
35
17. Interest
0
18. Other (specify): "rQKITS
0
19. Instructional Materials
0
20. Assistance to Others
6,000
21. Disaster Reliefs Nat'1/IntNt•
2,000
22. National Sector Services
2,800
iM. d.e oe
TOTAL EXPENSES P496 im. t
25,019
I
Notes and comments:
'r 445
4a
/ 903
9
WA
,t ticn coltq❑cn of my Utffeee.ee
SALARIED POSITIONS bet"j"t1; I1ta'y-4ole&na
Position Title / Last Name FTE•
Last IThis Next
Year Year ' Year
'r Exec. Director/Gelman 1.0 1.0 1.0
i
Admin. Assist./Allen0
0.7 ,7 0.7
AGENCY: AMERICAN RED CP.OSS
Si YEARI THIS YEAR N11T YEAR
ACTUAL I PROJECTED BUDGET CHANGE
18,720 19,656 20,639 +5
6,945 7.640 8,404 +10
54,553
5
55.947
57,379
/9a 3
Wi
Total Salaries Paid 1.7 11.7 I 1 7
25 66 5
27,296
29,043 I +6.4
• iUll-L1N Kmwlent: 1.0 •full-tiN: ,5 • m1f-tine: ac.
RESTRICTED FUNDS (Complete detail, Forms 7 b 8
Restricted by: Restricted for:
FEMA Emergency Food & Shelter
5,706
4,000
3,000
Johnson County Disaster & Safety Servic
s 4,000
5,000
Coralville Local Pxugxams
2,000
'3,000
2,000
5,000
Iowa City Disaster & Safety Servic
a 0
1,000
1,000
RESTRICTED FUNDS
11
TeRsTr
��>tlli
Amer. Nat'l Red Cross Local Disaster Serv.
5,852
2,000
2,000
Misc. Donors Disaster Reliefr
Nat'l & International
5'041
2,000
21000
Misc. Donors oca mgxamsr
Primarily disasters
1,076
1,000
1,500
IN-KIND SUPPORT DETAIL FY19R5-n6
Services/Volunteers 5,211 hrs. avers hr
43,772
45,000
46,350
Material Goods Coodwillyon behalf ofnRed Cxn s
9'212
9.300
9,300
Space, utilities, etc.
1,569
1,647
1,729
Other: (Please specify) s9' • x
$296.70/mo.
plus
$18.40/mo. for utilities - $3,781/yr.
minus , yr. rent nai
54,553
5
55.947
57,379
/9a 3
Wi
8E:lEF*7 DETAIL
^u=:.�F: �•`-::=aS SEL CROSS
TAXES AND PERSONNEL BENEFITS
ACTUAL
THIS YEAR BUDGETED
(List Rates for Next Year)
LAST YEA? Pq-'rr-c0 NEXT YEAR
TOTAL
1.941
2,046 2,170
FICA 7.05 X x 5 29.043
1,329
1.924 2,048
Unemolovment Como.- 0 X x S
490
0
-r— $ Mon.
—6—
0
Worker's Como. X x S
0
0
Vacation Days
77—
0
Retirement X x S
0
0
uoo emen a ca ��r mo.: inciv,
forHealth Ins. ret. Dir S ' oer family
113
0
113
iE _
Days
113
Disabiiit Ins. I X x S
0
0
or retire irector
O
Life Ins. (Mathes) I S 0.78 Per month
9
9
9
Other I X x
% x S
floor u, 20,292 and a ceiling of $28,409
How far below the Salary Study Committee's
recommendation is your director's salary?
Recommendation made in
1,572
636 p
August 1984 at a
Sick Leave Policy: Maximum Accrual 90
Director 12
Months of
Operation During Year: 12
days per yearg@m —
X1ftjo=XT—XWXffsygxwxyv a= �S
♦Tours of
p us p.m.
—
Service: 8+30am to 4,30om (Mon
classes
Fri.;
Vacation Policy: Mrxim=4=V @NxxxxxA4K9
Director
Holidays:
(24hr emereenc se
s)
20 days per year faR3Deaaakxxxxfexxxx
Ad. Asst.T�'days per year fax*aftl xxxxiixxx
7.5
days
per year.
Work Week:
Does your staff frequently
work more hours per week
than they were hired for?
X Yes No
DIRECTOR'S POINTS 6 RATES
STAFF BE
Retirement
0 S a
/Mon.
Minpum
Health Insurance
0 S 0
/Mon.
0
Disability Ins.
= S —0/Mon.
0
Life Insurance
-r— $ Mon.
—6—
Dental Ins.
b" $_(Mon.
0
Vacation Days
77—
Days
T5
Holidays
Sick
7.5 _
Days
7.5
Leave
iE _
Days
Tz
l POINT TOTAL
39.5
3+,5
How do you compensate for overtime?
time off x none
time and other (specify)
a half pay
20
12.5
39.5
6
Comments:
447
A•9EW: AMERICAN RED CROSS :n:Ica lte
'
DETAIL OF RESTRICTED FUNDS if doplicaoie:
.(Source Restricted Only --Exclude Board Re<_trictea)
A. Name of Restricted Fund Emergency Food and Shelter Program
1. Restricted by: Federal Emergency Management Agency (FEMA)
2. Source of fund: Federal Enexgency Management Agency (FEMA)
3. Purpose for which restricted: feedingandshelter.
4. Are investment earnings available for current unrestricted expenses?
_Yes _XNO If Yes, what amount:
S. Date when restriction became effective: 03/10/86
6. Date when restriction expires: 09/15/86
7. Current balance of this fund: 0
B. Name of Restricted Fund Johnson County Disaster & Safety Services Fund
I. Restricted by: Johnson County
2. Source of fund: Johnson County
3. Purpose for which restricted: Local Disaster and Safety Services
4. Are investment earnings available for current unrestricted expenses?
,_Yes E No If Yes, what amount:
S. Date when restriction became effective: 07/01/85
6. Date when restriction expires: 06/30/86
7. Current balance of this fund: 0
C. Name of Restricted Fund Coralville Fund
1. Restricted by: City of Coralville
2. Source of fund: City of Corslville
3. Purpose for which restricted: local Programa
4. Are investment earnings available for current unrestricted expenses?
_Yes E No If Yes, what amount:
5. Date when restriction became effective: 07/01/85
6. Dat: wnen restriction expires: 06/30/86
7. Current balance of this fund: 0
7 448
/ 903
K
AGENCY: AMERICAN RED CROSS
r.cica
if applicaoiel
DETAIL OF RESTRICTED FU770S
(Source Restricted Only --Exclude Board Restricteo)
A. Name of Restricted Fund 903 Program - Disaster Services
1. American National Red Cross
Restricted by:
2. Source of fund: American National Red Cross
bsis
3. Purpose for which restricted: and aotheraessentials)xthatelocal chapterood*hdoes notshelter
u
—nTs—Fo cover,
4. Are investment earnings available for current unrestricted expenses?
_Yes x No If Yes, what amount:
S. Date when restriction became effective: various dates during FY1gR5-86
6. Date when restriction expires: Upon expenditure of funds for purpose designated
7. Current balance of this fund: $ 0
8. Name of Restricted Fund Non -Local National & International Disaster Relief Fund
I. Restricted by: Miscellaneous local donors
2. Source of fund: Miscellaneous local donors
3. Purpose for which restricted: Disaster Reliefs National & Internat
lDnal
4. Are investment earnings available for current unrestricted expenses?
Yes —xNO _If Yes, what amount:
S. Date when restriction became effective: various dates
6. Date when restriction expires: Upon expenditure of funds for p
7. Current balance of this fund:
$ 0 4gaasae-
C. Name of Restricted Fund Local Disaster Services Fund
1. Restricted by: Various local donors
2. Source of fund: Various local donors
3. Purpose for which restricted: Local Disaster Services
J. Are investment earnings available for current unrestricted expenses?
Yes x No If Yes, what amount:
S. Date when restriction became effective: Various dates during FY1985 aF
6. Dat: when restriction expires: no expiration date
1. Current balance of this fund: $ 0
7a
W
incicace /
AGENCY: if applicable)
QUAIL OF RESTRICTED FUNDS
.(Source Restricted Only --Exclude Board Restricteo)
i
A. Name of Restricted Fund Iowa City Disaster & Safety Services Find
1. Restricted by: City of Iowa City
2. Source of fund: City of Iona City
3. Purpose for which restricted: Local Disaster and Safety Services
4. Are investment earnings available for current unrestricted expenses?
Yes x No If Yes, what amount:
S. Date when restriction became effective: 7-16-86
6. Date when restriction expires: 6-30-87
7. Current balance of this fund: 0
B. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Date when restriction expires:
7. Current balance of this fund:
C. Name of Restricted Fund
1. Restricted by:
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Oata when restriction expires:
?. Current balance of this fund:
7b
1903
REQUEST FOR ADDITIONAL FUNDING - JOHNSON COUNTY
The Johnson County Board of Supervisors has directed that agency requests
for Johnson County funding for FY88 may not exceed the FY87 funding level.
If your agency's needs make additional County support imperative, this
sheet may be used to detail the additional funds requested.
NOTE: Al figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions naaa 71
AGENCY: AMERICAN RED CROSS, JOHNSON COUNTY CHAPTER
ADDITIONAL FUNDING REQUESTED: $1.500
PROGRAM: Disaster Services
I
EXPLANATION: Requested because of urgent need to offset projected overall
budget deficit of $8,305.
REQUEST FOR ADDITIONAL FUNDING - JOHNSON COUNTY
The Johnson County Board of Supervisors has directed that agency requests
for Johnson County funding for FY88 may not exceed the FY87 funding level.
If your agency's needs make additional County support imperative, this
sheet may be used to detail the additional funds requested.
NOTE: Al figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions naaa 71
AGENCY: AMERICAN RED CROSS, JOHNSON COUNTY CHAPTER
ADDITIONAL FUNDING REQUESTED: $1.500
PROGRAM: Disaster Services
EXPENSE CATEGORIES: Assistance to Others
Equipment Purchase
EXPLANATION: Requested because of urgent need to offset projected overall
budget deficit of $8,305.
ADDITIONAL FUNDING REQUESTED: $ 500 PROGRAM: Safety Services
EXPENSE CATEGORIES: Rent
Printing
EXPLANATION: Same as above.
451
► tjc.; 9 yo 3
REQUEST FOR ADDITIONAL FU:IC::iG - IOWA CITY
The Iowa City.City Council has directed that agency requests for Iowa City
funding for FY88 may not exceed the FY87 funding level. If your agency's
needs make additional Iowa City support imperative, this sheet may be used
to detail the additional funds requested.
NOTE: All figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions page 23.
AGENCY: AMERICAN RED CROSS, JOHNSON COUNTY CHAPTER
ADDITIONAL FUNDING REQUESTED: f 1,000
PROGRAM Disaster Services
EXPENSE CATEGORIES: Assistance to Others
EXPLANATION: Requested because of urgent need to offset projected overall
budget deficit of $8,305.
ADDITIONAL FUNDING REQUESTED: $ 500
EXPENSE CATEGORIES: rent
EXPLANATION: Same as above.
PROGRAM: Safety Services
' 4R2
` 10 �9/ 3
n
�-74P
i
Agency: AMERICAN RIED CROSS
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
Past and current activities and future plans. Please up -date
annually.)
The overall mission of the American Red Cross is to Improve the quality of human life; to en-
hance self-rellance and concern for others; and to help people avoid
with emergencies. The Johnson County Chapter does this through services
and directed by volunteersent' Prepare for, and cope
the International Red Cross. coThe sAmerican withRed sCrosscongrOfsJohnsonional hCounty has beeproviding
Principles o
community with humanitarian services relating to their health, safety and emergency needs
since the granting of its charter on April 27, 1917, Prov eels our
For the oast several Years the Chapter has been vigorous In the development and
1ffe1savine technique of card iomulmonaryht real citati in first aid andPersonal
provision of
aid training and health awareness educetanced thtto ladultsAandTchildrenhe e ore specialized the
training has been offered through its advanced first aid classes and through its locally de-
veloved Dediatric first aid course, "Child Health and Emergency Care '0
specifically for child care providers as well as• Y de
recognition recent! Parents. This course est. ed national
the Chapter has continued hitsminvolvementCinochild land thy Innovations Contest. In services,
lt
" 1 Drovides to local swimming skills and water safetyYouth safety through the sere
,..JJ rams
involvement 1n the Johnson County Blood Donor Program, nOt* Also' it has continued lits active
DrovSsion of blood, but as well through its creailon and nsu Dort through
for health professionals PP of anel collection
ucatlonaland
mSlltarJ tamilles living linhthe areanorobeingsserved byoourghoa 11 tats, Progtam
to those sutfering from chronic or emergency economic needs-- E� Emergency se rices --to
far example, 490 people were helped through aur emergency services to fits vlc alms, and
cont louse to grow, Last year,
Last year the Chapter lnitlated a new Drograms.
acquired Immune detSclene s Progrom' 7h is involved educating our common lty about
Dubl ie fears afoot Lh1s dlsease,oand throuih ease called RSDS. Its
this
illness. This oro ram, g Proper educe tion Lo slo4rthe es is to reduce
provided by the American lNational oRed rCross,made Possible by tha encourogementaandfsupport
In the coming year the Chapter will be Providing a new Multimedia Standard
and will update the skills of our CPR Instructors by orienting them to changes In CPR techniques
recently recommended by medical Professionals concerned with emergency care Fl At Aid course
to
coursecthattwill ers will be be requiredofalldRed Cross healthnand safety Services Ed uca!lon," a new
to the Chapter's
to teaching. These developments are a part of the ongoing attention Ias t athrt
sustains In Its public programs.
that
Re Cross
P grams' 4 Y ped Cross
Lastly, the American Red Cross has recently developed a first aid kit specifically
Deoole on the move. This vehicle First Aid Kit will be marketed by the Chapter as a way at
both providing and supporting local Red Cross service. adeDted for
P-1
453
-1
Wid
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose: To provide health, safety and emergency services
to the people of Johnson County in accordance with the aims of the American
i Red Crass, which are "to improve the quality of human life and enhance indi-
vidual self-reliance and concern for others.11
B. Program Name(a) with a Brief Description of eacht
Health & Safety Services Health/Safety education & training for adults &
' childrens childcare education; blood pressure screening; first aid stational
support ''services to blood collection & water safety programs.
Services toMilitar9 Amilies (SMF)t Assistance in reuniting families with
members in the armed forces during times of family crisis, especially medical
emergencies; emergency communications & emergency loans to military personnel.
Disaster Servicest Emergency food, clothing, shelter and other essentials to
victims of natural disasters. Food & refreshment support to fire -fighting and
law-enforcement personnel at disaster sites. When special funding available,
emergency food & shelter provision to low and moderate income individuals and
families. Handling of welfare inquiries concerning family members who may be
victims of natural disaster or civil strife anywhere in the world.
C. Tell us what you need funding for.
To maintain and expand American Red Cross health, safety and emergency
service programs for the people of Johnson County.
I"
D. Management:
1. Does each professional staff person have a written job description:
Yes x No
2. Is the agency Director's performance evaluated at least yearly?
Yes x No By wham? Board Executive Committee
E. Finances:
1. Are there fees for any of your services?
Yes x No
a) If "yes", under what circumstances?
Cost recovery fees for courses. All 'other services are provided
at no charge to recipients.
b) Are they flat sliding ? Free or reduced to those
who cannot afford them.
P-2
u
454
/903
-I
c) Please discuss your agency's fund raising efforts, if applicable.
The Chapter is actively diversifying its support base through appeals
to individuals and foundations, and in special event fund-raisers such as
our Swim-A-Croee. We also receive government funding through the Emergency
Food & Shelter National Board Program
The Chapter assumes that by providing a variety of essential, quality
services and informing the comamity of them, community support will follow.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. Now many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 89542 Year Fl1985-86
b) Unduplicated Count 6,862
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
Our record-keeping procedures do not
a) Duplicated Count allow for this precise distinction.
An estimate would be 6,406 duplicated
b) Unduplicated Count and 5,1h6 unduplicated.
3. How many residents of Coralville did your agency serve during
your last completed budget year?
Our record-keeping procedures do not
a) Duplicated Count allow for this precise distinction.
An estimate would be 1,025 duplicated
b) Unduplicated Count and 824 unduplicated.
4. How many units of service did your agency provide to Johnson
County residents last year? 8,542
5. Please define your units of service.
Unit of Services a course certificate awarded) a blood pressure screening
provided) a snit of blood collected) a disaster -stricken individual assistedl
a member of a local military family assisted with emergency communications
P-3
455
T
6. In what ways are you planning for the needs of your service
population in the next 5 years?
The Chapter is trying to increase its local Support base so as to rte{
ensure its survival as a full-service Red Cross chapter in the long
nut. The Chapter is always alert to the unmet needs of the community
that the Red Cross mandate calls for us to fulfill. An example o1 this
is our Child Health & Emergency Care course for child-care providers.
Another example is the Chapter's active involvement in AIDS public edu-
cation.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
No problems other than a critical need for more funding.
8. List complaints about your services of which you are aware.
lack of convenient parking close to class and office.
9. Do you have a waiting list or have you had to tarn people
away for lack of ability to serve them? Tdtat measures do
YOU feel can be tacken to resolve this problem?
11a do have waiting liats for some of our courses.
Hoar many people are currently on your waiting list?
thirty -Six people across four courses.
10. lit what way are your agency's services publicized?
Newspaperst through coverage of our services in news, editorials, and
c service announcementaj
Radiot through interviews,, spot news items
announcements (peals)1 ' and Public service
Brochures distributed at public events, and from our office upon
Newsletter, mailt
edto elected individuals,uests for information about obusinessesur e;
and professional
Cable TV announcementslic Babout iCPR sclasses and other activities, and
ec est made by the director and volunteer leaders upon request to
various organivations and groups.
P-14
456
/9d3
PROGRAM GOALS AND OBJEJTIM
Johnson County Chapter
American Red Cross
HEALTH & SAFETS SFEvICES
Goals To promote personal safety and good health for the people of Johnson County.
Ob votive A. To provide instruction in first aid and cardiopulmonary resuscitation
techniques to an estimated two thousand people per year.
Tsake1 1. Arrange first aid and CPR WsUaat contact and schedule
instructors, publicize classes and register participants.
2. Recruit and train volunteer instructors.
3. Provide hygienic and mechanical maintenance for CPR manikins.
�. Provide up-to-date information to volunteer instructors on
teaching techniques and course content.
5. Promote and maintain liaison with other local organizations
active in the health and safety fields.
Resourcest 1. 7netructional h6terialet texts, charts, CPR manikins, films,
film projector, video tapes, video playback unit and monitor.
2. Personnelt volunteer instructors to teach within, and staff
to coordinate, the program.
3. Office and claaaroom apace.
Ob active B approximately
provide free hypertensionAigh blood pressure screenings to
1,500 people, and to educate the public regarding
the facts about high blood pressure.
Taeket 1. Obtain and maintain appropriate materials, both educational
and technical.
2. Recruit qualified volunteers.
3. Schedule hypertension screening clinics.
Resourcest 1. limterislst educational brochures, individual blood pressure
record cards, stethoscopes, blood pressure cuffa and sphygmo-
manometers.
P-5
457
/9i3
■
:
1
d
PROGRAM GOALS AND OBJECTIVES
Red Cross
2. Personnel: qualified volunteers -- nurses or senior -level
nursing students.
3. Cooperative agreements with Old Capitol and Sycamore Malls.
Ob active C To provide pediatric first aid training to professional child care
providers and parents for an estimated seventy people per year.
Tasks: 1. Create and periodically update a workbook for class participants.
2. Arrange "Child Health & Emergency Care" classes, contact and
schedule instructora, publicise classes and register participants.
3. Provide both hygienic and mechanical maintenance for CPR manikins.
Rescurcess 1. Instructional materials: texts, charts, workbooks, CPR manikins
(baby, child and adult), first aid slides, audio -elide projector.
2. Personnels nurses, physicians and safety specialists to teach in
and monitor the program
3. Classroom space.
Obactive D To provide reliable, accurate information on Acquired Immune Deficiency
Syndrome, the disease AIDS, to interested groups and individuals so as
to reduce public fears and Blow the spread of the disease.
Tasks: I. Assemble educational materials.
2. Pbcruit and train Bpeakers.
3. Promote availability of educational materials and speakers.
4. Schedule speaking engagements, respond to questions verbally
and with printed materials and make appropriate referrals to
other helping organiratlons.
Resources: 1. Instructional materialss brochures, posters, audio -elide show
and video (aBeycnd Fear") and speakers' guide.
2. Personnel, qualified volunteer speakers.
P-6 458
19&43
ii
PROGRAM COALS AND OBJECTIVES
Bed Cross
Objective o To provide support services for local swimming skills and water
safety programs.
Tasks 1. Recruit and train Water Safety Diatructor-Trainers who will
.be authorized then by the Chapter to train and certify Red
Cross Water Safety Instructors.
2. Provide periodically updated training to the liter Safety
Instructor Trainers.
3. Provide local swim programs with specialized training oppor-
tunities --for physically and emotionally handicapped swim j
programs (Adapted Aquatics), and for the training of Red
Cross certified Lifeguard instructors.
4. Maintain an adequate inventory of swimming skills and water
safety texts, as well as educational materials (films and
videos) for loan.
Resources: 1. Ihstructional materialst brochures, films, videos, texts,
and training manikins.
2. Personnelt qualified volunteer instructors and specialized
J Red Cross staff available from field and national offices. j
WA
Objective F To provide support services to the Johnson County Blood Donor
Program in meeting its goal of providing a safe and adequate
blood supply for Johnson Coonty.
Tasks: 1. Recruit and train volunteer personnel for blood collection
operations, bloodmobiles.
2. Provide volunteer and staff support to the Blood Services
Committee of the Galesburg Region Red Cross Blood Services
Center.
P-7
3*1
'r
I
PROGRAM GOALS AND OBJECTIVES
American Red Cross
DISASTER SERVICES
Goals To alleviate the suffering caused by natural or man-made disasters by
providing immediate and long-term assistance to disaster victims.
Ob ective A To offer, when personal resources are not available or adequate,
immediate assistance consisting of shelter, food, clothing, ndeded
medicines and other essentials to disaster victims in Johnson County.
Taskat 1. To maintain a group of volunteers for disaster assistance work.
2. To acquire and maintain equipment for the safety of disaster
personnel and to support their disaster assistance work.
3. To maintain liaison with county fire departments and the John-
son County Sheriff $a Office to ensure prompt notification and
coordination of disaster relief activities.
b. To maintain a list of community resources available to victims
of dieters by identifying, contacting and maintaining liaison
with pertinent businesses and agencies in Johnson County.
SERVICES TO MILITARY FAMILIES
Goals To provide humanitarian assistance, when needed, to military families
and their members in the armed forces.
Objective A To provide assistance in reuniting families with members in the
armed forces during times of family crisis, especially medical
emergencies] and to provide emergency communications for military
families with their immediate relatives serving in the armed forces.
Tasks: 1. Recruit and train one to three people suitable for evening and
weekend Services to Military Families work.
2. Maintain trained staff for Services to Military Families work.
Resourcest 1. Personnel: appropriately trained staff and volunteers.
2. Equipments telephones and voice pagers.
P-8
460
/903
r
n
I�
J
HUNAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
CHECK YOUR AGENCY'S BUDGET YEAR
1/1/87 - 12/31/87
4/1/81 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88 —X —"
COVER PAGE
DIRECTOR: Thomae A. Siaranville
AGENCY NAME:The Salvation Army
ADDRESS:401 NE Adams, Peo.,IL 61603
PHONE: 33009---677, 3-9176
COMPLETED BY: ho as W. 1
APPROVED BY BOARD: Thomas W. Maranv�le
on 10-6-86 authorized Signature/
date
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
Program I Volunteer Recruitment and Training - Field Rep. recruit and train
volunteers who serve on local committees and who actually serve people at
local level.
Program 11 Direct Financial Assistance Program - Food orders, transient
programs, emergency housing, transportation, medical assistance, emergency
aid.
Program 111 Regional Programs - Home and hospital, unmarried mothers, adult
rehabilitation centers, correctional programs, missing persons etc.
Program IV Seasonal Programs - Direct assistance, toylift (Prisons), League
of mercy.
Program V National Dues - 10% general income for headquarters supervision.
Local Funding Summary: 4/1/85 - 4/1/86 - 4/1/87 -
United Wayof Johnson Count a1smt m@ 3,0 0 3,800 S
Y S 5 7,500
FY 86 FY 87 FY 88
City of Iowa City ut�°ODOT S Is I S
Johnson County SEE 8UUOPAW a r $ S S
City of Coralville I S I S Is
461
i
V
The Salvation Army
LJLJLI ^I
Enter your Agency's Budget Year
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
1985-86
1986-87
1987-88
1. TOTAL OPERATING BUDGET (Total a + b)
21,469.00
24,568.00
i
28,000
Cam Iry I IM :.
a. Carryover Balance w.,M Cal"
b. Income (Cash)
21,469.00
24,568.00
28;00n
2. TOTAL EXPENDITURES (Total a + b)
21,468.13
25,748.00
28,000
a. Administration
2,625
b. Program Total (List programs below)
25,375
1. Field Rep h Volunteer Recruitment
1,554
2. Direct Assistance
8,965
3. Use of State Services
5,915
4. Seasonal Expense
6,241-
5. National Dues
2,700
3. ENDING BALANCE (Subtract 1 • 2)
.87
(1,180.00)
-0-
4. IN-KIND SUPPORT (Total from Page 5)
S. NON-CASH ASSETS
Notes and comments: The Salvation Army does not carry-over negative numbers.
2 462
I
AGcGC'Y:
Notes and comments: *based on current funding level
3
463
/903
ACTUAL THIS YEAR BUDGETED ADMIN.
LAST YEA PP.OJECTE NEXT YE
PROGRA:1
PROGRAM
1. Local funding sources(List below
3,413.55 +3,784.87 7,500
7,500
a. Johnson County
b. City of Iowa City ••r
c. United Way
d. City of Coralville
3,413.55 `3,784.87 7,500
7,500
e.
f.
2. State,Federal,Foundations(List)
a.
b.
C.
d.
a. F3. Contributions/Donations
United Way Designated Giving
18,015.13 20,783.13 20,500
1,514.04 850.48
2,944
3,360
b. Other contributions
16,501.1 19,932.651 20,500
2,944
3,360
4. Special events(List below)
I.C. Striders Hospice
a•Road Race
40.32
b.
C.
S. Net sales -services
6. Net sales -materials
7. Interest income
S. Other(List below,including mist.)
a.
b.
C.
TOTAL INCOME (Show also on page 2, 21,469.00
line Ib)
24,568.00 28,000
2,944
3,360
7,500
Notes and comments: *based on current funding level
3
463
/903
AG: i4Y: Ihu zdlvdtlurl rlrup
`NCOME DETAIL (Continued)
Notes and comments: 464
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PROGRIy.-
8
1. Local funding sources(L1st below)
a. Johnson County
b. City of Iowa City
4
C. United Way
d. City of Coralville
e.
f.
2. State,Federal,Foundations (List)
a.
b.
C.
d.
3. Contributions/Donations
5,700
5,796
2,700
a. United Way Designated Giving
b. Other contributions
5,700! 1
5,796
2,700
4. Special events(List below)
I.C. Striders Hospice
a•Road Race
b.
C.
5. Net sales -services.
6. Net sales -materials
7. Interest income
8. Other(List below,including misc.
a.
b.
C.
TOTAL INCOME (Show also on page 2,
line lb)
5,700
5,796
2,700
Notes and comments: 464
The Salvation Army
CVDrntnTTllDr nc Tan
4
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
1
PROGRAM
2
1. Salaries
2,925.58
4,105
4,130
2,000
1,100-
415
2. Employee benefits b taxes
3. Staff development
4. Professional consultation
S. Publications/Subscriptions
6. Dues d Memberships
2,146.90
2,525
2,700
7. Rent
325.25
383
395
395
8. Utilities
9. Telephone
0. Office supplies b postage
454.06
546
549
230
224
50
1. Equipment purchase b rental
2. Equipment/Office maintenance
3. Printing 8 publicity
4. Local transportation
806.59
1,223
1 230
230
11,000
5. Insurance
6• Audit
7. Interest
8• Other (specify):
9• Direct Assistance
5,066.74
5,100.
O• Use of State Services
4,417.89
5,892
E5,7996
21. Seasonal Expense
5,325.12
5,974
T2,6251,55421,468.13
22.
TOTAL EXPENSES (Show also on page 2,Itne 2)
25,748.
28,0003,965
Program I = Field REP. work
Notes and comments: Program II = Direct Assistance
Program III = Use of State Services
Program IV = Seasonal Expense
Program V = National Dues
465
4
FXPFNnTTIIDP nrTe TI f..,..,t—.-Ak
The Salvation Army
'
11""111
3
PROGRAII
4
PROG"—'N
5
PROGRAM
6
PROGRAM
7
PROGRAM
8
1. Salaries
200
415
Z. Employee benefits.& taxes
3. Staff development
4. Professional consultation
S. Publications/Subscriptions
6. Dues & Memberships
2.700
7. Rent
8. Utilities
9. Telephone
10. Office supplies & postage
15
30
11. Equipment purchase & rental
12. Equipment/Office maintenance
13. Printing & publicity
14. Local transportation
15. Insurance
16. Audit
17. Interest
18. Other (specify):
19.
20. Use of State Services:
5,700
21. Seasonal Expenses:
5,796
22.
TOTAL EXPENSES fAM ��N M
Nw t. iiN t
5,915'
6,241
2,700
Notes and comments:
E e@ \
44
466
J
AGENCY: The Salvation Armv
Attain emlenatton of any alfferente
betweeannual sa
SALARIED POSITIONS actualnSall ry beto ry available ana
Position Title / Last Name FTE"
Last I This I Next
Year Year Year
Service Extension Dir.
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NEXT YEAR
BUDGET
CHANGE
3 Field Men
I Accountant
2,925.58
4,105
4,130
1 Secretary
Total Salaries Paid
• full-tlea, eaulvelent: 1.0 - Full -timet .5 - Nalf-tine, etc.
RESTRICTED FUNDS (Complete detail Forms 7 & B)
Restricted by: Restricted for:
MATCHING GRANTS
Grantor/Matched by:
IN-KIND SUPPORT DETAIL
Services/Volunteers
Material Goods
Space, utilities, etc.
Other: (Please specify)
5
CI:i'1
/9103
01
The 5alvationArmy
PO. Box 1468/Peoria, Illinois 61655
401 Northeast Adams Street/ Peoria, Illinois 61603
1
3091673-9176
October 28, 1986
I
Ere burrows
OENER L
Robert Riehtm,
TERWORUL 00NUANOER
MaM Demes L. Philip,
OM,IOKx COYYENOER
TO WHOM IT MAY CONCERN:
Please be advised that the following salaries are being paid to the following
Salvation Army employees in the Service Extension Department:
3 Field Representatives
I Accountant @ $13,500 each
I Secretary 10,500
10,500
The Service Extension and Development Director receives 1/3 of his salary from
the Service Extension Department budget 10000
r
rF%
��0 �p e
T
BE:'iEFiT DETAIL
AGENCY: The Salvation Army
TAXES AND PERSONNEL BENEFITS ACTUAL THIS YEAR BUDGETED
(List Rates for Next Year) LAST YEAR PP.OIErTEp NEXT YEAR
TOTAL
FICA % x S
Unemolovment Comp.' % x S
Worker's Camp. % x S
Retirement % x 5
Health Ins.S per mo.: indiv.
S '
Per ML. : family
Disabilit Ins. % x S
Life Ins. I S per month
Other % x
% x S
How far below the .Salary Study Committee's
recommendation is your director's salary?
I
Sick Leave Policy: Maximum Accrual 36 days—aim Months of Operation During Year: 12 .
12 days per year for years 1 to 3
days per year for year _ to _= Hours of Service: as called upon
Vacation Policy: Maximum Accrual 4 bowc Holidays:
10 days per year for years 1—to 10
= days per year for year L to 24 7 days per year.
Work Week:
Does your, staff frequently How do you compensate for overtime?
work more hours per week
than they were)lired for? time Off none
Yes No time and Yes
other (specify)
a half pay
strai ht time 40 hrs.
DIRECTOR'S POINTS 8 RATES STAFF BENEFIT POINTS Cortments:
Retirement _, 5_/Mon. Minimum Maximum
Health Insurance /Mon.
Disability Ins. — $—/Mon.
Life Insurance _ $=fMon.
Dental Ins.
_ S_,/Mon. —
Vacation Days Days
--
Holidays _ Days --
Sick Leave _ Days
1 POINT TOTAL
6
469
n
Agency: The Salvation Army
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
The Salvation Army service unit operates in communities where there is no
Salvation Army building centered program or Salvation Army officer. Its purpose
is to provide Salvation Army programs at the local level through volunteers
through which all Salvation Army programs (130 Main Line programs) are available
The purpose of the unit is to supply immediate assistance in crisis situations.
The Salvation Army in Iowa City has been active for over 50 years!
We would like to see a Salvation Army office established in the community
in order to provide more adequate programs and assistance.
00 %
u
P-1 470
0
ACCOUNTABILITY QUESTIONNAIRE
A.Agency's Primary Purpose: The Salvation Army is an International religious
and charitable organization. It provides a wide variety of social services which
are extended without discrimination as to race or creed. Its purpose is to under-
take the spiritual, moral and physical rehabilitation of all persons in need who
come within its sphere of influence.
B. Program Name(s) with a Brief Description of each: Emergency disaster
service, meals and lodging for transients. Food orders, clothing, shelter for
families, furniture for families, medical assistance, adult rehabilitation centers,
senior citizen residences, service to unwed mothers, correctional services, missing
persons bureau, camping programs (resident).
C. Tell us what you need funding for.
Direct assistance programs.
D. Management:
1. Does each professional staff person have a written job description:
Yes X No
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By whom? Divisional Commander
E. Finances:
1. Are there fees for any of your services?
Yes No X
a) If "yes", under what circumstances?
b) Are they flat sliding N/A ?
,J
P-2
471
19/3
I
c) .Please discuss your agency's fund raising efforts, 1f applicable.
Christmas and Camp mail appeal.
F. Program/Services:
Example: 14client days. entersthe
*inthesame year, she entetic Violence rsand the Shelter
again and stays for 10 days: Dnp plated Colicated unt t 2
Units of Service 24
1 toralville)residents
did yourfJohnson ageency serveduringlasIowa
completed
budget year?
•
a) Duplicated Count Year. 1983
b) Unduplicated Count 813 residence 359 transients
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count
b) Unduplicated Count N/A. .
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count
b) Unduplicated Count N/A
4. How many units of service did joy �ageence 359 ovideato Johnson
County residents last year?
5. Please define your units of service.
Each person assisted is a Unit of Service
P-3
Vvi� S\
("1
472
/9i3
7)
6 In what s are you
next for the needs of your service
population
We hope to open an office with a paid employee in order to provide a
wider range of Army programs.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
d for expansion o
There is a nee Salvation Army programs. The Salvation
ethods of funding with a view towards
Army is looking at alternate m
meeting the need.
8. List complaints about your services of which you are aware.
At times volunteers are difficult to contact when offices are closed.
g; awaDo y u have a waiting list or have you had to turn people
,for lack of ability;to serve them? What measures do
you feel,can be taken to resolve this problem? . NO
How many people are currently on your waiting list?
I
10. In what way are your agency's services publicized?
Television
Radio
News Releases
Pamphlets
C P-4
473
/qo3
INCOME
UNITED NAY
TOTALINCOME
EXPENSES
SURPLUS
OR
DEFICIT
THE SALVATION ARMY
SERVICE EXTENSION
BUDGET REQUEST
I 0JW A
Iowa City -Lone Tree -Solon
NAME OF UNIT
AND
Johnson County United Way
NAME OF FUND
1987
YEAR
RECAPITULATION
1985 1986 1986 1987
ACTUALS
BUDGET
ACT. & EST.
PROJECTED
181055.45
16,525.00
19,932.65
20,500.00
3,413.55
6,650.00
4,635.35.
7,500.00
21,469.00
23,173.00
24,568.00.
28,000.00
21,468.13
23,175.00
25,748.00
28,000.00
.87
(1,180.00)
U
r
SERVICE EXTENSION IRECTOR DIVISIONAL HEADQUAflW.r6
i�)
Iowa City -Lone Tree -Ston
SERVICE UNIT
ENCONE
1985 1986
2
Johnson
COUNTY
1986 1987
ACT c ESr. PROJZCIEO
UNITED VAY
A"MM
3,413.55
6,650.00
4,635.33
7,500.00
giRlsrnAs
13,845.00
11,719.00
13,535.00
15,500.00
CAMP
4,210.45
4,806.00
6,397.65
5,000.00
OTHER
,roles
21,469.00
23,175.00
24,568.��28,000.00�
EXPENSE
1985 1986
1986 '1987
•rn r vcv PROJECTED
SALJIRIFS 2,925.58 3,860.00 4,105.00 4,130.00
OFFICE EXPENSE AND
SUPPLIES 454.06 513.00 546.00 549.
CONFERENCES AND
TRAVEL 806.59 1,230.00 1,223.00 1,230.00
OCCUPANCY 325.25 386.00 383.00 395.00
DIRECT ASSISTANCE
5,066.74 3,548.00 5,100.00 7,500.00
USE OF STATE SERVICES �
4 417.89 4,935.00 5,892.00 5,700.00
SEASONAL EXPENSE 5,325.12 6,145.00 5,974.00 5,796.00
NATIONAL DUES
2,146.90 2,558.00 2,525.00 2,700.00
21,468.13 23,175.00 25,748.00 28,000.00
.87 (1,180.00)
475
TOTAL EXPENSES
.87 (1,180.00)
475
FAMILY AND PERSONAL SERVICES 319 families 813 people
The Salvation Amy Family and Personal Services provides financial
and material aid services to meet the immediate needs of its cli-
entele, family preservation and strengthening assistance, and pro-
fessional counseling to help the individual cope with his/her prob-
lems. Referrals are made to appropriate Salvation Army programs as
well as to other community agencies.
2. CHRISTMAS WELFARE SERVICES
A variety of welfare services designed to meet the needs of people
at the Christmas season. These services are provided for distressed
people, regardless of race or creed. The scope of the service is
determined by the needs of the community and available resources.
3. TRANSIENT SERVICES 190 families 359 people
An emergency service extended through the Salvation Army Service -
Unit to non-residents of a community who are by reason of their
status ineligible for certain tax -supported welfare assistance.
Since such non-residents are transients, their problems are usu-
ally acute, and service generally includes food and shelter on a
temporary basis, and counsel and guidance in facilitating the ulti-
mate resolving of their problems.
4. SUMMER RESIDENT CAMP _
The Salvation Army Summer Resident Camp, operating June through
September, utilizes the resources of natural surroundings for the
purpose of contributing to the development of the whole person.
One-week sessions are offered to boys and girls, ages 6-13 years.
Summer Resident Camp provides therapeutic counseling on both group
and individual levels, instruction in swimming and -other sports,
and a complete recreational program including athletics, games,
arts and crafts, etc.
U
476
/tq03
-1
5. LEAGUE OF MERCY 200+
The League of Mercy is an organization composed of trained volunteers
under the leadership, direction, and financing of The Salvation Army.
The trained volunteers regularly visit hospitals, homes for the aging,
prisons, children's homes, and mental institutions cooperating with
institutional authorities in providing spiritual and social therapy
for the clients.
The definition must be expanded if it is to fit the friendly visiting
program of The Salvation Army which is called the League of Mercy.
The League of Mercy has a very high proportion of professional super-
vision; a large percentage of the visits are made by The Salvation Army
officer and his wife; 'in many cases, there is professional follow up
to'the visits made.
6. ADULT REHABILITATION CENTER 15 people
A Salvation Army center operating on a Regional Basis which is open
to persons with social, emotional and spiritual needs who have lost
their ability to cope with their problems and as a result have become
economically unable to provide for themselves. The center provides
'adequate housing with work and group therapy in clean" wholesome
sur -
soundings. Physical- and spiritual care prepare thebeneficiaries to
•,w re-enter society and return to gainful employment. Frequently those
rehabilitated are reunited with their families and continue their
usual responsibilities. The work therapy program of the center in-
cludes the collection and 'repair of discarded materials and the opera-
tion of Salvation Army Thrift Stores in which restored materials are
sold at moderate prices. Proceeds from these stores assist in sup-
porting the program of the Adult Rehabilitation Center.
EMERGENCY DISASTER SERVICES
Through the Emergency Disaster Services, trained Salvation Army
officers and volunteer personnel provide immediate physical and
emotional support and relief to victims of a disaster, such as
fire, flood, hurricane, blizzard or civil disorder. The assist-
ance given in an emergency to disaster victims includes food,
housing, clothing, counseling, and spiritual comfort. The Salva-
tion Army also provides the service of a mobile canteen, a vehicle
designed for the preparation and distribution of food and articles
of clothing at the immediate scene of the disaster.
477
of
8. HOME AND HOSPITAL
Our services are offered to all unmarried mothers, regardless of age,
race, or creed. Girls may enter the Home Section according to their
need. This program is a Regional Program.
9. CORRECTIONAL SERVICES 25 families
,The SalvaticnArmy as a voluntary agency work co-operatively with
prison, probation and parole officials, and with judges in many
._ courts - Federal, State and local - to augment wherever passible,
their efforts toward rehabilitation and crime prevention. Services
_. to prisoners include Bible Correspondence ,courses .promoted by Chap-
lains and other prison officials, employment opportunities in co-
operation with parole personnel, spiritual and material aid to
prisoners and their families. In addition Salvationists regularly
conduct services in jail and prisons and observe. nationwide Salva-
tion Army Correctional Services Sunday.
10. EVANGELINE SERVICES
.... ., Moderate -cost accomodations are provided by The.Salvation.Army in
.. a"home away from home" primarily for younger business and profes-
sional women. Facilities include room and meals, modern laundry,
sewing rooms, music rooms, library and kitchenette. In -residence
club activities such as cultural education, vesper services and
counseling are offered as.aids to wholesome living.
478
190.E
'T
The local Service Unit in cooperation with other agencies, both private and public,
in the community, provide overnight lodging for transient individuals and people
stranded in the area. In case of an emergency, such as fire, or other loss, the Unit
can provide temporary housing as well as restoring the materials lost in the emergency.
The Salvation Army's Emergency Disaster Service is nation -vide in scope. In the
event of 'a major emergency, help will be brought in from surrounding communities. !
Through The Salvation Army Service Unit, additional regional services are avail-
able, such as the Hissing Persons Bureau, which is an international service of The
Salvation Army, processing inquiries about. missing persons. These include not only
persons thought to be in -thestate or area, but also individuals throughout the
United States and some -70 countries and colonies where The Salvation Army operates.
Services -ire also offered' to unwed mothers. as the Army maintains a chain of
hospitals to provide social services, medical care, hospital care, and living
arrangements, as well as legal council, psychiatric consultation and financial
assistance for the unwed mother who comes to The Salvation Army for assistance.
One of the better known programs of The Salvation Army is it's Adult Rehabilitation
t Centers, caring for both men and women who have a problem as. far as drug abuse,
alcoholism, and in some cases, those who need e.parole plan, as far as.a fob, sponsor
and housing is concerned. This program offers a long range plan which includes
housing at the Center for those who have no where else to stay.
The Service Unit is almost totally dependent upon the United Fund for it's support
services. It's only other income comes from some donations received at Christmas
time. Without the United Fund support, they could not provide the services they
i
now offer.
j
r1k]
/90A
-1
Pm i� rle6 ,,
PROGRAM INFORMATION FOR 1987
A. what is the program's overall mission?
The Service Extension Units of The Salva Lion Army serve the pur-
pose of extending the Army's assistance to those areas where the
Corps unit (which is the local Salvation Army agency and profes-
sional staff) cannot reach on a regular basis because of geograph-
ical limits. The services they render are a microcosm of family
and emergency services offered by Salvation Army Corps, but the
Service Unit is staffed by volunteers -- many of whom are profes-
sionals.
B. Service
The Salvation Army Service Extension provides in microsom and on a
volunteer basis most of the same services that the Family Services
department and Emergency Home provide. The scope and extent of
services depend upon the size of the Service Unit's budget. .However,.
the categories of assistance include:. financial aid (1.2.02.00),
basic materials needs (3.0.00.000), free or subsidized apparel (3.2.01.00)
and home furnishing (3.2.02.00) services, emergency rent supplements
(no category), general housing search and locations service (3.3.03.00),
interventive assistance to mobile families and individuals (7.1.01.02),
and referral to counseling and other pro`essional services at nearby
Salvation Army Corps, or to other agencies.
They are maintained in rural areas, as roll as in more populous dis-
tricts, in
is-tricts,in which there is no established Salvation Army center of work.
Each service unit is operated by the Army in co-operation with a local.
committee or representative citizens. Decisions as.to general type of.
480
1
/410,3
I
J
aid, areas of need, and administrative methods are made by the com.
mittees in keeping with general salvation Army policy. Field service
is provided for the local Service Extension Units, and the Divisional
Headquarters acts as liaison between individual units and The Salva-
tion Army's network of state-wide and interstate services.
C. How and why did the areency decide on the above objectives?
The volunteers who operate the Service Units are concerned, well in-
formed, and frequently professional persons who are able to assess
the needs of their community. In consultation with these persons,
the Field Representative and the Service Unit Director give gui-
dance.
D. How does the a enc ex ect to ascertain the attainment of the above
-J- ve at• year end?
Through careful monitoring and evalutation of the records and pro-
grams of the Service Extension Unit by the director and Field Rep-
resentatives of the Service Extension Department, and by careful
planning and organisation of programs at their inception.
E. What orioriev h....,_
A higher priority has been ascribed since 'the Service Extension
Program multiplies the assistance and services The Salvation Army
is able to offer to the rural poor who are located at widespread
Places from the Corps Units.
F. What are the unique eharactoristic
of this program?
The use of local professionals as volunteers. The coordination of
these volunteers and the planning of programs by a professional
staff skilled in social programming.
481
/903
E.OQ�
G. What would the community lose if this program i- rat funded?
A network of local social services and programs that are linked to
the professional staffs of Salvation Army Cdrps, and that provide
care to the rural poor and to transients in the many categories
listed above.
GOALS AND OBJECTIVES ..
1. Briefly what is the agency's purpose?
The Salvation Army operates as a religious and charitable Corpora-
tion in all States and Territories of the United States, as well
{ as throw hnut the world. Its
j g purpose iF. the spiritual, moral, and
physical rehabilitation of all persons coming under its sphere of in -
r.. fluence regardless of race, or creed. Under a military form of govern-
ment, The Salvation Army carries on awidely diversified program to
meet the needs of people. It is considered a branch of the Christian
faith, working in the field of meeting the practical needs of humanity.
2.
For the spiritual, moral and physical reformation of the working classes,
for the reclamation of the vicious, criminal, dissolute, and degraded;
i
J for visitation among the poor and lowly and the sick; for the preachi-Ig
i
of the Gospel and dissemination of Christian truth by means of open-air
and indoor meetings.
3.
The Salvation Army has over 100 major program areas, all of which are
available through the local Service Unit. Some of these purely local
in nature such as meeting immediate emergency needs and some, as The
Missing'Persons Bureau, may be international in character. Each of
these programs is designed to meet specific needs. A few of the more
obvious are as follows;
a. Direct financial assistance - the providing of a means of food,
lodging, and clothing on an emergency basis until a more perma-
nent resource can be made available.
b. Camp Programs - Preventive in nature. Offers counselling and
J guidance services for all ages of young people.
483
-I
c. Adult Programs - Includes work with alcoholics and problem
men through regional Adult Rehabilitation Centers.
d. Emergency Disaster Service - Immediate, on site, care of both
the workers and the victims in disaster areas.
e. Christmas - To provide assistance at the time of year when most
families have the higher cost of living.
f. Primarily The salvation Army works with the low income families,
but -in many cases they have rendered.services to:people of middle
and upper income brackets depending upon need, hence The Salva -
.,.tion Armyprograms.strive-to service the entire community.
C
I
HUMAN SERVICE AGEUCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR: Nancy Spalj
AGENCY :'LAME: Ss hnol fhildr
nin (SCA)
ADDRESS: 509 S. Dubuque Street
PHONE: 319-338-3685
COMPLETED BY: Joan Buxton
APPROVED BY BOARD:
CHECK YOUR AGENCY'S BUDGET YEAR on 10/6/86 a thor t si nat e
1/1/81 - 12/31/87 X date)
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
COVER PAGE
i
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
I. Glasses - provided for school-age children in need of financial assistance in
Johnson County.
2. .Clothing for individuals - provided for school-age children in need of
financial
3. Medical - providedfor school-age chilldrrenCinnneed of financial assistance in
Johnson County. .
4. Dental-- provided for school-age children in need of financial assistance in
Johnson County.
S. Medication - provided for school-age children in need of financial assistance
in Johnson County.
6. Misc. - payment for needed x-rays, supplies, etc.
7. Clothing for school emergencies - supplies of clothing to be kept in each
school building. .. .
i
Local Funding Summary:
United Way of Johnson County a01e nae oncluae
a nq coca q, , i
I
City of Iowa City
i
Johnson County
�J
fI City of Coralville
I
4/1/85 3/ -
31
$ 3,000
FY86
IS
SCE BUDGET I S
PAGE B
S
4/1/86 - 4/1/87 -
i 3/31/87 3/
L3,467::=$3
FY 87 FY 83
5 S
S 5
5 IS
1 485
i
t 1 - 2) 1 299 S 710 210
from Page 5)
1 Notes and comments:
i
i
2 486
I
-t
EUC�ET SIJF"•�:,'!
AGEec;: School
Children's
Aid
ACUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
Enter your Agency's Budget Year
NEXT YEAR
1985
1986
1987
1. TOTAL OPERATING BUDGET (Total a + b)
$4,602
$6,210
$5,710
Cain /rte I Ine !.
a. Carryover Balance ortr'oueooi.
580
1,299
710
b. Income (Cash)
4,022
4,911
5,000 j
2. TOTAL EXPENDITURES (Total a + b)
3,303
5,500
5,500
a. Administration
N/A
N/A
i
N/A
b. Program Total (List programs below)
3,303
51500,
5,500 j
I. Glasses
998
2,000
I
2,000 I
2. Clothing for individuals
1,008
700
700
3. Medical
535
1,500
1,500
4. Dental
200
200
5. Medication
99
200
200
6. Misc.
255
700
700
7. Clothin for emer encies
408
200
200
i
t 1 - 2) 1 299 S 710 210
from Page 5)
1 Notes and comments:
i
i
2 486
I
INCOYE DETAIL
c� r
r
AGENCY: SCA
TOTAL INCOME (Show also
Notes and comments:
c, N %4
487
3
/9e3
ACTUAL
LAST YEA
THIS YEAR
PROJECTEC
BUDGETED ADMIN.
NEYT YEA
PROGRAM
FROGnA,4
I. Local funding sources(List below' 3,000
3,350
3,642
N/A
1,442
200
a. Johnson County 11
Bw
N/A
N/A
N/A
N/A
b. City of Iowa City
N/A
N/A
N/A
N/A
C. United Way
$3,000
$3,350
$3,642
U / A
$1,442
$ 200
d. City of Coralville
N/A
N/A
N/A
N/A
e.
f.
2. State,Federal,Foundations(List)
N/A
N/A
N/A
N/A
N/A
N/A
a.
b.
C.
d
3. Contributions/Donations
974
975
800
a. United Way Designated Giving
300
200
b. Other contributions
634
340
475
500
400
400
200
100
100
100
4. Special events(List below)
48
586
558
158
100
I.C. Striders Hospice
a•Road Race
48
586
5 58
158
100
b.
C.
5. Net sales -services
6. Net sales -materials
7. Interest income
8. Other(List below,including mist.)
a.
b.
C.
on page 2,
line !b)
$4,022 $4,911 $5,000
N/A
$1,900
$ 500
TOTAL INCOME (Show also
Notes and comments:
c, N %4
487
3
/9e3
let
m m �
n SLA
NIC0'•1E DETAIL (Continued) r ~
PROGRAM PROGRAM
3
PROGRAM PROGRAM PROGRAM PROG-"'
4
5 6 7 8
1. Local funding sources(List below) 1,100 200
600 100
N/A
a. Johnson County
b, City of Iowa City
c. United Way $1,100 5 200
5 600 5 100
d. City of Coralville
e.
2.i State,Federal,Foundations(List)
a
b.
C.
d.
3.; Contributions/Donations 300
a• United Way Designated Giving 100
r.0
b. Other contributions 200
4. Special events(List below) 100
200
I.C. Striders Hospice
a. Road Race 100
200
b. '
_
C.
5r rNet sales -services
6. Net sales -materials
7. Interest income
8. Other(List below,including misc.
a.
b.
C.
TOTAL INCOME (Show also on pane 2,
line Ib) $1,500
4 200 5
200
5 600
5 100
N/A
Notes and corments:
3a
488
/qo 3
EXPENDITURE GETFIL
AGENCY: SLA
o
N =
m
Notes and comments:
4
ACTUAL
LAST YEARI
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
AOM1l-
PROGRA14
1
PROOpA;.;
2
1. Salaries
N/A
2. Employee benefits 6 taxes
3. Staff development
4. Professional consultation
$ 535
$1,700
$ 1,700
5. Publications/Subscriptions
6. Dues S Memberships
7. Rent
8:' Utilities
9. Telephone;
10., Office supplies 6 postage
11. Equipment purchase b rental
2.; Equipment/Office maintenance
13., Printing d publicity
4: "Local"transportation
5. Insurance
6•, Audit
7: Interest
.8.' -Other (specify):
9 Financial Assistance'
$2,513
$3,100
$3,100
$2,000
$ 700
O;j Misc. —
255
700
700
22.
TOTAL EXPENSES (Show also on
page Mine 2)
$3,303
r$5,5OO:O:$5,500
N/A
$2,000
$ 700
Notes and comments:
4
EXPENDIT_ U?E 0---r1L (Continues)
o
11
M
s
n
y ACENC7:
SCA
PROGRArl
PROGRAFI
PRG�G^A•�
3
q
6
PROGnAl4 I PROGRAM
PROGRAIgI
j I. Salaries
6 7
8 I
N/A
2. Employee benefits S taxes
i
1 3. Staff development
i
i 4. Professional consultation
1�--
$1,500
g 200
S. ,Publications/Subscriptions
6. .Dues d Memberships
7. ;Rent
8. 'Utilities
9. Telephone'
10. .Office supplies 6 postage
11. 'Equipment purchase 6 rental
12. 'Equipment/Office maintenance
13. Printing S publicity
14. ;Local transportation
15. Insurance
16. 'Audit
17• Interest
18. Other (specify):
19• .Financial Assistance
20. Misc.
$
200
8 200
21,
$
700
22.
TOTAL EXPENSES Pageft Z.=;'j� ; z
$1,500 $
200 $
200 $
700 $ 200 N/A
Notes and comments:
i
4a
490
I
/Qo3
B,NiE ',T DETAIL
TAXES AND PERSONNEL BENEFITS
(List Rates for Next Year)
.E!ICY: SCA
ACTUAL THIS YEAR BUDGEiEO
LAST YEAP pPDJErTED !IEXT YED
TOTAL N/A N/A
6
Iful
/9ifj
^
% x S
ment como."
% x S
Comp.
% x S
t
% x S
s.
NDisabilit
S per mo.: inoiv,
Der mro.: family
Ins.
x S
IS per month
I % z
% x S .
Now far below the Salary Study,Comnittee's
recomnendationAs your, director's salary? N/A
Sick Leave Policy: „Maximum
Accrual hours
Months of Operation
During Year:Sept-ju
N/A = days per
year for years' to
Hours of Service: 8
'am'- 4'pm, M -F
days per year for year — to _
Vacation Policy:
Maximum Accrual hours
Holidays:
N/A — days per
year for years to
4N/A
days per
year for year _ to _
days per
year.
Work Week:
N/A
Does your staff
frequently
How do you compensate
for overtime?
work more hours
per week
N/A than they were
hired for?
time off
none
Yes
No
time and
other (specify)
a half pay
DIRECTOR'S POINTS 6 RATES STAFF BENEFIT POINTS
Comments:
Retirement _ S_/Mon.
N/A Minimum Maximum
Salaries, space, fringe benefit
Health Insurance_ S
/Mon.
are provided
by the ICCSD.
Disability Ins. $—/Mon.
Life Insurance — E
- /Mon. —
Dental Ins. _ S%Mon.
Vacation Days
Holidays
—Days
Days —'
Sick Leave
_
_ Days
POINT TOTAL
6
Iful
/9ifj
-I
Agency c hent rh;tt A a ii
..
S'
AGEIIC�Ogy
t
1i
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of .I
�!
your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
i -
School Children's Aid was established as a private corporation in !
1959 by Frank Bates, Director
.of Health and Physical Education for
"the Iowa City Community School District. Together
with the school
nurses employed by the school district, health services such as - — --
dental care, glasses, and clothing
were provided to students in
need of financial assistance. Funding was by
voluntary contributions.
In,•August of 1971, School Children's Aid became a member agency
United Way agenenvide
of Johnson County. Our Pur pose_remains.to.proagof
assist--
ance for purchase of health services (medical, dental,
glasses,
clothing) for identified. school children who ha've.health..problens
that'dould'interfere
with successful participation in the school
program. See Agency Program Goals and Objectives t_1
Statement, page 5.
6
_
i
i
I
I
P-1
492
r
J
u
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
To provide assistance (medical, dental, glasses, clothing) for
needy school children that will result in the students' more
successful participation in theschool program.
B. Program Name(s) with a Brief Description of each:
1. Glasses provided for school-age children in need gf financial assistance in Johnson Count,
2. Clothing
3. Medical
4. Dental,: -
5. Medication -
6. Misc - payment for needed x-rays, supplies, etc.
7. Clothing for school emergencies - supplies of clothing to be kept in each school building.
C. Tell us what you need funding for.
To meet !the "health'needs'of 'school -age children in Johnson County
by providing clothing appropriate for the weather; medical and
dental exams; and follow-up care, medication, glasses, etc.
D. Management:
1. Does each professional staff person have a written job description:
Yes _X_ No
2. Is the agency Director's performance evaluated at`least'yearly?
.Yes K No By whom? Superintendent of the Iowa City
Conmunity School District
E. Finances:
1. Are there fees for any of your services?
Yes No _I_
a) If "yes", under what circumstances?
ttt \
b) Are they flat N/A sliding N/A ?
P-2
493
1fda
c) Please discuss your agency's fund raising efforts, if applicable.
n
Promotion of the Hospice Road Race through the Inner School Communicator.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
I. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 95 Year 1985
b) Unduplicated Count 66 )
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 64
b) Unduplicated Count 45
3. How many residents of Coralville did your agency serve during
;your last completed budget year?
a) Duplicated Count 30
b) Unduplicated Count 20
4. How many units of service didenc Y our a
County residents last year? . 96 agency Provide to Johnson
5. Please define your units of service.
A unit of service is defined as interaction with a student that provides
intervention (evaluation and remediation) of a health need.
I
U
P_3 494
J
6. In what ways are you planning for the needs of your service
population in the next 5 years?
1. Better identification of need
2. More promotion of SCA to employees
3. Consistency of promotion at each school building.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
Time and personnel constraints.
Transportation of students to medical and dental appointments can
be a problem to arrange.
8. List complaints about your .services of.which you are aware.
Time and personnel constraints.
Transportation of students to medical and dental appointments can
be a problem to arrange.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
No.
How many people are currently on your waiting list?
None
I
10. In what way are your agency's services publicized?
United Way publicity.
Formal and informal presentations to school faculty.
Reminder of Hospice Run in school district Communicator.
Word of mouth.
J
P-4
495
/qe3
GOALS
Goal: To provide financial assistance for purchase of health services for
identified school children who have health problems that would interfere
} with full participation in the school program.
Objective A: In 1987, provide for the health needs of 90 school-age
fI
children in Johnson County.
Task: 1. Increase knowledge of school personnel of School
Children's Aid and its purpose by both formal
and informal contacts.
2. Continue, to provide a listing of health problems
that impact a child's optimal functioning in school
to all school personnel.
Objective B: In 1987, recruit one volunteer for School''Children's Aid
to assist with Purchasing, transporting, and record-
keeping.
Task: 1. Contact local schools for recommendations for
volunteers.
2. Contact'suggested volunteers.
3. Train selected volunteers.
Resources Needed to Accomplish Program Tasks
1. Brochures of School Children's Aid services for school personnel.
2. Handouts listing health problems that impact a child's education.
3. Space to hold volunteer training sessions.
4. Printed materials for volunteer training sessions.
Cost of Program
$5,500.00
i
P-5
496
i
M
.GENCY 3UDGET FoRm
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED 'WAY OF JOHNSON COUNTY
Revised
0IREC70R: Jia Swaim
AGENCY NAME: United Action for [outi•
ADDRESS: 311 N. Ginn street
PHONE: 338-7513
COMPLETED BY: Jim Swaim
APPROVED BY BOARD:Z
CHECK YOUR AGENCY'S BUDGET YEAR on 9/16/e6 choriz d signature)
date
1/1/87 - 12/31/87
4/1/87 - 3/31/88
7/1/87 - 6/30/88 ---7—
REVISED
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
. _ (1) outreach --Provides counseling, intervention, and related services to youth in
Johnson County for the purpose of preventing or reducing delinquency and
... assisting victims of abuse and maltreatment. Professional outreach counselors
and volunteers maintain trusting relationships with at -risk youth in the
..community, helping themdevelopthe skills to address problem situations
without becoming involved in juvenile delinquency. Staff are on call 24 hours
per day to provide in-person response to runaways and youth in crisis.
(2) Synthesis --Provides an innovative arts environment for youth to. become .
_... _.. _.. t. .. involved in communication arta and the use of electronic media as a compelling •
✓� alternative to inappropriate or illegal behavior. A professional youth
worker provides support and counseling 'in addition to instruction in various
arts activities. The program's drop-in component has had steadily increasing
use for the last few years.
M
Local Funding Summary:
- 14/1/86 - 14/1/87 -
Uni ted Way of Johnson County S
aa,p��eea vi , 4 10 500 00 1 $14,500.00 $ 15,500.00
FY 86 FY 87 FY 88
City of Iowa City SEE a 10 T S 38,592.00 1 S 40,000.00 1 S •.40,000.00
Johnson County SEE auoccr
PAGE
538,500.00
1 S40,000.00
I S 40,000.00
City of CoralvilteS 700.00 S 700.00 S l,000.00
1
497
/4703
Notes and comments:
1
/7o 3
AGENCY:!: United Action for
Youth Revised
AMAL
THIS YEAR
BUDGETED
Enter your Agency's Budget Year
LAST YEAR
PROTECTED
NEXT YEAR
7/1/85-6/30/8
7/1/86-6/30/8
7/1/87-6/30/81
1. TOTAL OPERATING BUDGET (Total a + b)
139,522
156,818
162,888
a. Carryover Balance Cain Cal=Me
876
7,815
1,48e
b. Income (Cash)
138,646
149,003
161,400
2. TOTAL EXPENDITURES (Total a + b)
131,707
155,330
162,880
a. Administration
25,803
27,500
23,697
b. Program Total (List programs below)
105,904
127,830
139,183
Outreach
75,781
98,330
93,847
Synthesis
30,123
29,500
45,336
3. ENDING BALANCE (Subtract 1 - 2)
7,815
1,488
e
4. IN -KING SUPPORT (Total from Page S)
17,810
18,600
21,600
5. NON-CASH ASSETS
16,286
12,286
20,286
Notes and comments:
1
/7o 3
�_ ..V sel
'Gc!'C'e: United Action for youth
ACTUAL THIS YEAR EUDGETED
LAST YEA PgD_tEr-c YE NEYT • AC:1L':. PnC'H
1. Local funding sources(List below 95,745
a. donnson County
95,750 97,000
15,350 49,250 32,400
a� '
38,500 40,000 40,000
3e,s9z 6.soo
b. City of Iowa City 19,500 14,000
40,000 40,000 6,500 1
C. United Way 9,500 14,000
�
11,503 14,750 15,500 2,200 d, City of CDralville 9,300 4,000
700 j 700 11000 150
e. Other Towns 650 200
450 300 500
f Iowa City C.D.B.G. 300 200
6,000
2. State, Federa 1, Foundations(List) 37,406
49,443 i 49,000 5,900 42,600 500
b. Runaway -youth 12,710 7,600 8,000
1,500 6,000 500
8.496 10,000 22,000 4,400 17,600
C. Victims of Crime
0 17,483 19,000
d. Crisis intervention 19,000
16,200 9,360
3. Contributions/Donations
a. United Wa 1,e56 2,000 z,loo
y Designated Giving 353 315 635 11150
b• Other contributions 600 600 '600
1,503 1,400 11500
4. Special events(List below) 522 315 635 550
L C. striders NospiCe 1'200 1,500 p
a•+oad Race o 11500
522 600 500
b, concert 500
600 1,000
=• Net sales -services
1,543 3,000 1,600 240
6. Net sales -materials 1,360
7. Interest income
669 700 700 700
8• Other(List below,including mist.) 905 o 0
1,910 91500 p
a. Iowa Arts Council p 9,500
905 910 900
b. Delinquency Prevention 900
1,000 600
C. Restricted Foundation 600
TOTAL INCOME (Show also on pane 2, 81000 81000
line Ib) 138,646 149,003 161,400 22,505 93,845 45,050
Notes and comments: *In Fy 87 UAY lost federal!funds
It received a one time stategrantforrruns ay runaways.
9 Y prevention.
499
3
a
500
4
103
AGENCY; United
Action for :'outh
ACTUAL THIS YEAR BUDGETED
LAST YEAR PROJECTED NEXT YEAR
A014IN.
PROGRAM PROGRAI?
I. Salaries
1
-
2. Employee benefits b taxes
86,496
20,412
107,770
105,475
15,580
66,153
23,742
3. Staff development
26,730
26,245
3,937
16,539
5'774
4. Professional Consultation
606
600
600
100
350
150
5. Publications/Subscriptions
712
goo
Boo
200
300
300
145
150
150
6• Dues b Memberships
120
30
7. Rent
300
300
360
50
310
8. Utilities
g. Telephone
2,385
3,000
3,600
540
2,270
790
0. Office supplies 3
2,612
2,800
3,200
325
2.560
320
postage
1,186
1,100
1,100
1. Equipment purchase 3 rental
6,000
155
725
200
2• Equipment/Office maintenance
81000
81000
879
300
3. Printing d publicity
i
300
100
100
100
4• Local transportation
1 z3z
530
800
115 �
525
160
S. Insurance
2,564
2,600
2,600""`
200
2,100
3 _
1 6
Audit
1,110
1,500
2,000
500
5o°
1,000
7. Interest
900
1,100
1
1,50
11150
B• Other (specify): Consulhh gnt
78
1,610
°
0
°
°
°
g Program activities
2,100
2,500
and supplies
1,129
2,500
0. Conferences a Networking
1,450
11500
300
1,200
21.750
•'
1 3512,500
2,500
11000
I
750
22.
TOTAL EXPENSES (Show also On
Page Mine 2)131'707
155,330 162,880
23,697
93,847
45,336
Notes and comments:
500
4
103
Revised
AGENCY: United Action for Youth
Am, mdlananon of any difference LAST YEAR THIS YEAR
SALARIED POSITIONS tetwttactwalnsa annual
lary psalaid salary araoaole and ACTUAL PROJECTED
YEAR ;
ROJECTED BUDGET CHANGE
Position Title / Last Name FTE*
Last I This I Next
Year Year Year
Total Salaries Paid 1 5.72 1 6.84 6.45 86,496107,770
• full-time edulyelent: 1.0 • full-time; .5 • 141f-tlmet etc.
7�Runaway
(Complete detail,Forms 7 d 8)1; 1z,710 i,600
nts Restricted for:Fur- ;-16
pose of Grant ,
5. Crisis Intervention
.
6. Iowa Arts Council S. 6 00
c me o r me a >, quency a io
4.' Runawey Yth Int 8.CDBG
9. Foundation
MATCHING GRANTS.
3,000
Grantor/Matched by:
3,600
Health/County,City,,United,Way
2710/4
Victims/ County, City, United Way
Runaway/ County .. .. see aIuppliment
8496/6
IN-KIND SUPPORT DETAIL
Services/Volunteers
11,482
Material Goods
2, 728
iSpace, utilities,.etc.
3,600
Other: (Please specify)
1.)
5
105,475 (2.1)
yeoU/2000 8000/2500
17483/4500 19000/4750
12,000#3,"600
3,000
3,600
501
Revised
"GENV:United Action for
Itgcn aalmR,an al anY aeeerence D,Wm LAS i YEAR
move 1. salary eY6401e •aa ectad oUer HIS YEAR NEXT YEAR •
AACTUAL PROJECTED_ I
EALFP.!E=IMS BUDGE? CNAtI
POS t..cn ';t;e / Last Name
FTE*
Last This Next
Year Year Year
amr 11.0 1.0
1.0
y Director of Outreach
1.0 1.0 1.0 0 18 980
Director of Synthesis 1.0
1.0 1.0 15,138 15,990
Outreach COUns. (Prev.) 1.0
1.0 1.0 14,095 14,950
Outreach Couns. (Victim)
1.0 1.0 14 950
Outreach Couns _(Crisis) ,87
.89 •25 12 339 12 610
Outreach Worker
.40 .40 .40 3,085•
I
Studio Assistant 4.800
.20 .30 700.•
Secretary Bookkeeper
.45 I .40 .50 3,602
3,600
• Position vacant until I
November 1, 1985
±. ••Position vacant until
F6 January ,
I
t
.**Reflects chanAein rat
• of pay as well as hour
Johnson County
f ••••Reflects increase in
hours as well as rate,
of pay. s
3,900••• 4,35
5,040 5
2,500+•+• 5••»
4,72545'
,725 5
'Full-time equivalent 15.72 � 6 84 16.45
Half-time; etc.
86,496 107,770 105,475
Sa
Revised
C7: United Action for Youth
TAXES AND PE=SONNEL 8ENEFITS
ACTUAL THIS 7E.4n
BUDGETED
(List Rates for Next Year)
LAST YEAR ppoJ-_-ED
sEYT YEAR
r� TOTAL
20,412 26,730
26,245
7.15 % X 5105,475
6,143 7,705
7,545
lOVment Como.- 1.0 •. x S 79,000
327 870
790
r's Como. 1.0 % x S 74,000
305 760
740
e!sent I 450/moS x S4,260
5,400
s,400
h Ins. S 1�o Per mo.Q.�naiv.
per mp.: family
8,387 10,340
10,260
ilit Ins. 1.o S x S 85,000
precoM,
723 960
850
ns. I S 55 permonth
267 695
660
x
I% x S
below the Salary Study Committee's
datioq is your director's salary?
195 0
0
eave Policy: Maximum Accrual 240 hours
Months of Operation During Year: 12
10 days per year for years to
days per .year 'for year= to _
Hours of SeryV ce: 9-5 M,Th,F; 12-4 sat
1 person once 24.1,,b./.ay,
9-9 Tu,W-e
Vacation Policy: Maximum Accrual n/a hours
Holidays:
12 days per year for years =o
19 days per year for year z to so
12 days .per year. ..
Work Week: 36-40
Does your staff frequently
Now do you compensate for overtime?
work more hours per week
than they were hired for?
X time off none
X Yes No
time and other (specify)
a half pay
DIRECTOR'S POINTS 6 RATES STAFF BENEFIT POINTS
Comments:
m Maximum nimu
Retirement 19 f /Mon. M 1z
Health Insurance 24 S /Mon. 0 24
j Disability Ins..- 1 $—/Mon.
I Life Insurance $=f Mon. o
{ Dental Ins. �— S /Mon. Z'--
6 Vacation Days 1e 18 Days 4 1e
Holidays 1z 12 Days 3 1e
Sick Leave to 1D_ Days 3_ 10
POINT TOTAL 88.5 10 ely
'J
503
i 6
ly03
—f
Revised
AGENCY: United Action for Youth incicate :u.,
DETAIL OF RESIRICTEp FUNDS f applicaole
.(Source Restricted Only --Exclude Board Restricted)
A. flame of Restricted Fund Grants
I. Restricted by: All grants are restricted duringthe
grant period (Health, Run -
2. Source of fund: Grant
i
J. Purpose for which restricted: Grant objectives
4. Are investment earnings available for current unrestricted expenses?
l
_Yes x No If Yes, what amount: .
S. Date when lestriction became effective: each fiscal year
( 6. Date when restriction expires:
n/a
- 7. *Current balance of this fund: o
B. Name of Restricted Fund Equipment fund
1. Restricted by: Both CDBG and foundation (FY88) grant are restricted to purchasing
equip nt as ou ane.
2. Source of fund: CDBG, Foundation
3. Purpose for which restricted: Purchase of equipment
4. Are investment earnings available for current unrestricted expenses?
Yes x No If Yes, what amount:
S. Date when restriction became effective: cDec FYes, Foundation FYea
6. Date when restriction expires: n/a
7. Current balance of this fund: o
C. Name of Restricted Fund
? 1. Restricted by:
I
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Date when restriction expires:
7. Current balance of this fund:
II �-'
7 504
r')
I�
Revised
re ..rnscn Count Eoarc z° SuCerv' n -
l sJ's n25 G1 r__ -.=-n - - :.'�a. :__n_i reC7Es';
'or Jonns-n County funain,g for FYEE
may not ezcEeg the FYEi funcirg iEVEi.
1f your agency's neeos naK'e aaditional Cc
Y Jn Ly su.oOrt 1.n0erative, this
sheet may be used to detail the adoiticnal funcs reouestec.
NOTE: Al' figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions page 23.
AGENCY: United Action for Youth
ADDITIONAL FUNDING REQUESTED: S 15,000 I PROGRAM: outreach
EXPENSE CATEGORIES: salaries
Benefits -
EXPLAATI
NON: United Action for Youth will apply for Runaway Youth Act funds to continue
services to runaway'and homeless youth and crisis intervention on a 24 hour basis.
The additional funds will. be used as match to the federal grant and will be applied
-primarily to UAY's salaries, benefits, - expense of the
..Outreach Program. -
The rationale for seeking these funds from the county is as follows:
If this is-not'funded it ie certain that the county will be
reguired to, pay higher
coats for shelter, detention, mental health, juvenile court, family counseling,
and out of community placements. These costs combined will easily exceed $100,000.
It is cost effective to invest $15,000 in order to save local taxpayers .from paying
on going extended costs. The $15is required match for $22,000 in federal funds
already listed in the operating budgudg et.
(9)
/903
M
M7
Agency: United Action for Youth
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
past and current activities and future plans. Please up -date
annually.)
United Action for Youth is a community-based service agency which offers crisis
intervention, confidential counseling, creative activities, and other helping services
to youth and families in Johnson County. Supported with funds from the Board of
Supervisors, Iowa City, United Way, and other public and private sources, UAY charges
no fees for its services. Incorporated in 1970 and governed by a community -representative
board of directors, UAY is recognized by the IRS as a non-profit tax-exempt organization.
UAY receives additional funds under contracts or subcontracts with other state
and federal agencies to provide the following: -24-hour in-person crisis intervention
to adolescents; outreach aftercare, follow-up, referral, and prevention to runaways,
their families, homeless young persons, or those in jeopardy of becoming homeless;
coordinated substance abuse prevention services; and specific intervention programs
to respond to adolescent victims of maltreatment. UAY has one staff person on call
at all times, 365 days. of the.year. UAY. will respond immediately to parents' requests
for counseling or assistance and works closely with other agencies to coordinate
its intervention and other activities. UAY makes a special effort to respond to
requests from the police, court, Youth Homes, DHS, Crisis Center, Emergency, Housing
Projectp DVP, RVAP, school counselors. UAY is a member of the National Network of
Runaway and Youth Services.
The primary purpose of UAY is to assist.young people and their families in
resolving the problems they encounter in their lives. Through its program objectives,
UAY seeks toreachyoung .people and make use of their own talents and energies in
the process of helping themselves to a better future.
UAY's services are provided in avariety of settings. Besides its location at
311 North Linn Street, the settings include schools, individual homes, and places young
people frequent. In addition to its professional staff, UAY relies on community
volunteers and trained peer helpers to help meet the growing needs of young people.
UAY's program components include an outreach counseling program and a creative arts
workshop.
UAY sponsors a situational drama troupe, composed of area youth to help educate
and provide information to adolescents about a variety of issues, including sexual
abuse, dating violence, children of divorce, substance abuse, children of alcoholics,
and peer pressure. UAY statistics indicate continued increases in requests for
counseling and crisis intervention. UAY's Synthesis program has also had an increase
In drop -ins and use of the studio which is expected to continue with new equipment
available.
P-1
506
/90 3
u
-I
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
United Action for Youth exists to provide assistance to young people
and families who are experiencing difficulty, helping them to resolve
problems which might lead to delinquency.
B. Program Name(s) with a Brief Description of each:
Outreach --Provides counseling, intervention, and related services to
youth:in Johnson County for the purpose of preventing or reducing delinquency.
:Professionaloutreach counselors and volunteers maintain trusting relation-
ships with at -risk youth in the community, helping them develop the skills
to address. problem situationswithout becoming involved in juvenile delinquency.
Synthesis --Provides an innovative arts environment for youth to become
involved in communication arta and the use of electronic. media as a compelling
alternative to inappropriate or illegal behavior: Professional youth worker
provides support and counseling in addition to instruction in various arts activiti
C. Tell us what you need funding for.
,United. Action for Youth relies on local funding as its primary resource in
providing its community -basad programs.Funds are used to meet ongoing
operating expenses and general administrative costs. .Funds are also used to
match several -state and faderal_grants:
D. Management:
1. Does each professional staff person have a written job description:
Yes x No
2. Is the agency Director's performance evaluated "'at least yearly?
�r �Yes� ' x "' " No ` By MhOmV Staff and Board
E. Finances:
1. Are there fees for any of your services?
Yes No x
a) If "yes", under what circumstances?
b) Are they flat sliding 7
r
i
f
P-2 507
c) Please discuss your agency's fund raising efforts, if applicable.
Normal efforts are made to raise private funds for activities and programs,
in addition to periodic submission of state and federal grants when
appropriate.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count i
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) .Duplicated Count 3560 Year Pres
b) Unduplicated Count 409
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count N/A
b) Unduplicated Count 305
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count
b) Unduplicated Count
4..,.How"many: units of.service did your agency provide to Johnson
County residents last year?
5. Please define your units of service.
Personal contacts with clients are broken down into the following categories
of services counseling, consultation, crisis intervention, follow-up,
information and referral, ombudsperson, and prevention or workshops and
activities with groups.
P-3
508
ii.,c>i�\ /yo 3
6. In what ways are you planning for the needs of your service
population in the next 5 years?
UAY staff actively participate in local, state, and federal planning
efforts as they relate to youth services. We are exploring ways of
sharing space and related administrative costs with other agencies in
Johnson County. We expect an increase in the target population in the
next 5 years. UAY has increased its services to parents and expects this
trend to continue.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
It is difficult to anticipate .what state and federal funds will be available
- to support UAY programs.. 5 years of cumulative reductions in federal programs
is certainly felt. Grant Administration requirements seem more complex at a
time when they are also more disorganized. UAY lost its Federal Runaway Grant
so that a program in Polk County could be started. There has been a 3. year
trend ofincreasing conflict related situations with clients and less time for
positive prevention and youth development activity. UAY has also reduced
" clerical/administrative support to bare minimum. The present facility at
311 N. Linn is bursting at.the seams and is not adequate for all of UAY's (over)
8. List complaints about your services of which you are aware.
�- I am not aware of service complaints. UAY still needs to improve its
fundraising activity.
J
9. Do you have a waiting list' or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
No --however some reunaways have not had access to shelter because of a
lack of beds.
How many people are currently on your waiting list?
10. In what way are your agency's services publicized?
Through fliers, paid advertisements, public service announcements,
speaking engagements, interviews, open houses, referral sources,
Runaway hotline, significant visibility in the community, and word of
mouth.
P-4
509
Wr
AGENCY GOALS
UNITED ACTION FOR YOUTH, INC.
For the Year 1987
Name of Programs: OUTREACH PROGRAM AND SYNTHESIS PROGRAM
NOTE: United Action for Youth's Outreach and Synthesis programs overlap in
meeting the objectives of Goal II to prevent and reduce delinquency.
OUTREACH PROGRAM (Goals I and II)
Goal I: To conduct an outreach program that will identify and assist youth
.and families in stressful situations and respond to their needs
and requests for counseling and intervention.
Objective A: To provide assistance and appropriate intervention
to youth identified by
DAY or others as being involved in
delinquent behavior or at risk.
I, Maintain significant contact with an estimated 270 young
people in their own environment. (See youth development)
2. Provide counseling to individuals and families in Johnson
County. (an estimated 1500 counseling contacts with 200
individuals will occur in FY 88)
3.. Provide an estimated 160 direct crisis interventions to
individuals as needed. �..
4. Maintain one-to-one and group interaction with youth
directed at individual problem solving and improved
self-esteem.
5. Facilitate support groups during the year, especially
in areas in which youth share a common interest. (at
least 4 on-going groups are planned for FY 88:
6, Maintain an outreach office that is an accessible, com-
fortable atmosphere where young people can drop in for
assistance.
7. Act as ombudsperson for Youth when requested or appro-
priate.
8. On a 24 hour basis be directly available to parents,
youth, law enforcementand other agencies to respond
in person to runaway, homeless or other youth in need
Of immediate assistance. (an estimated 150 requests
for assistance in FY 88 after regular hours)
Obetivf : To provide accurate information to youth and
families in response to thsir concerns and interests, refer-
ring them to resources in the community to help meet their
identified needs.
I• In conjunction with MECCA, facilitate substance abuse
seminars in area schools and for other groups in John-
son County, 120 seminars reaching 250 individuals)
510
-1
I
United Action for Youth
Goals and Objectives
Page 2
I
i
In cooperation with DVP, RVAP, and other agencies,
conduct workshops which are directed at the preven-
tion of sexual abuse of children and adolescents.
(10 workshops reaching 150 individuals)
Maintain an up-to-date resource file of helpful infor-
mation at the Outreach office which includes materials
for distribution.
Facilitate workshops in other areas of interest to
young people. (5 workshops reaching 40 individuals)
Refer individuals to other agencies or resources to
meet needs unmet by UAY. (180 referrals of 90 indi-
viduals)
Conduct public awareness campaigns and participate in
other forums. that improve public knowledge of problems
that affect teenagers .(including Sexual Abuse Prevention
week, Child Abuse Prevention week, Missing Children Day,
International Youth Year, Iowa Clean -Up Day, etc...)
'Goal !I: To provide for the primary prevention of delinquency by organizing
activities and projects that enhance and contribute to the health
anddevelopmentof young people and their families.
J- Objective A: To organize activities, initiate and otherwise
make available opportunities for youth which help them
develop improved social skills, self-esteem, individual
talents and greater participation in the community.
I.. Provide or assist others in maintaining pear helper
training programs for adolescents in Johnson County.
(at lust 5 in arms schools and.2 in non -school setting)
2. Coordinate recreational/laisure activities for youth
which encourage the choice of positive alternatives to
delinquency,,substance abuse, and other socially defeat-
ingbehavior. (at least 100 activities with 600 partici-
pants)
3. Utilise young people as staff, volunteers and board
members of United Action for Youth. (at least 2 youth
staff, 10 volunteers and 2 board members)
4. Encourage and help develop positions of responsibility
within other community groups for young people including
positions on agency boards and public service committees.
Objective as To improve general awareness of and professional
response to the maltreatment of children especially ado-
lescents in'Johnson County.
�J
511
� any` /9e3
,�
United Action for Youth
Goals and Objectives
Page 3
1. Actively participate in efforts with otheragencies
to coordinate intervention, treatment and follow-up
for victims of maltreatment.
Z• Respond to If
intervention needs
victims of maltreatment. of adolescent
3. , Provide training and education
other professionals, to parents, youth, and
that will enable them to r
child maltreatment and respond appropriately.
ecognize
4• Continue the development and use of situational drama
with young people which emphasizes issues related to
adolescent maltreatment and delinquency prevention.
Objective Ce Actasa resource other agencies in meeting the
nnds of young people accepting referrals to provide UAY's
services to individuals, groups and families.
1• Continue to act as a primary diversion site for youth
diverted from juvenile court.
P• Consult with and coordinate UAY's services with other
agencies in Johnson county.
3• Accapt an estimated 100 referrals
and Individuals. from other agencies
4. Respond to requests for DAY services or assistance in
Projects that benefit youth.
5. Fork with umulti-disciplin
S• Sub -contract with ary team.
MECCA to provide substance
7• Sub- Preven-
contract with Lutheran Social service to work
With victims.
S• sub -contract with RVAP, DVP and DNS to work with
Incest victims.
g• Actively Participate in M,I.N.R. (a network Of services
for runaway and homeless youth) and the National Network
Of Runaway and Youth services,
SYNTRESIS PROGRAM fro
IS and III)
GoalIIIi To conduct •
tion a e Use Program that will involve young people !n co
arts, the use of electronic media, and other craative�unica-
providing thea with improved skills, enhanced
mane andnal arta
greater opportunity for Participation commdev.unity p -
affairs. coammnity
Ob aciosungAl Provide a creative learning environment in which
P 9'learn about electronic media, communication
Young and tredielonel forms of artistic expression.
512
0
S
-I
United Action for Youth
Goals and Objectives
Page 4
,
1. Maintain a sound and music studio which is equipped
for instructional use by young people for multi -channel
recording and sound reproduction. -
2. Maintain a video and film studio which is equipped for
instructional use by young people for production of
video tapes, 8 mm films and cable -east programs.
3. Identify participants who may be in need of outreach
or other services described in goals and II and -
facilitate their use of such services.
4. Provide space for other arts related activities as it
is available and arranged for use by young people.',
S. Provide individual and group instruction in the use of
studio equipment and facilities.
6. Involve artists, student interns and other volunteers
as resources toparticipants.
-
7. Operate and staff the'studios so that they are con-
venient for use by drop -ins. (ope
and weekends)n afternoons, evenings,
. -
Obiactive B: Facilitate the active a ti i
community events and P r c potion by youth in
programs which allow them to demonstrate
their talents and concerns for others.
'Organize workshops and projects that involve1 .youth
-
with other populations including handicapped persons,
other cultures, older persons, and younger children.
2. Help facilitatetheactivebsa of public access oppor-
tunitiesavailebl• to youth in ldi
.. - c ung those at the public
-" library:andrecreational center. -'
3. 1101P facilitate the organization of performances and
exhibitions by young people in order to display their '
talents to others in the community.
4. Organise projects in cooperation with other groups in
which young people can act as media resources to others
in the community,
513
1903
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
CHECK YOUR AGENCY'S BUDGET YEAR
1/1/87 - 12/31/87 X .
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/81 - 9/30/88
DIRECTOR: Rosalie Rose
AGENCY NAME: VNA of Johnson County
ADDRESS: 1115 Gilbert Court
PHONE: 337-9686
COMPLETED BY: Rosalie Rose
APPROVED BY BOARD: `
gut rizetl gnature)
on /6
(g te)
COVER PAGE
Program Sumnary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
1. Skilled Hare Care - Home Visits by RNs, PTs, SP, OT, SW and Aide. Care
provided under physician's Plan of Treatment. Reimbursable services through
insurance.
2. Health Promotion - Hone Visits by RNs, SW for promotion of health, prevention
of problems.
3. Eldercare - Community health care for senior citizens, provided at 9 sites in
the County. Includes educational programs, screening, direct care.
4. Child Health Clinic - Provision of health screening, counseling, developmental
assessments, physical exams, immunizations to well children 2 months to 16 years
5. Adult'Day Program - Structured program for, frail elderly and handicapped, design
to delay/preventinstitutionalization. . .
6. Ca munity Programs - Health screening, counseling, education to general
conmunity, employee groups, and schools.
7. Consultive Services - Consultation for staff, patients, includes Pharmacology,
Respiratory Therapy, Nutrition.
Local Funding Summary:
4/1/85 -
3/31/86
4/1/86 -
3/31/87
4/1/87 -
3/31/88
United Wayof Johnson Count m'1"4ot'K'0°,
y aetien EN gtrmp
S 45700
S 45700
$ 55700
FY 86 FY 87 FY 88
City of Iowa City '9"MrOT I $ I S S
Johnson County vrBc°y T
S 129216
$ 129216
$ 129216
City of Coralville $ 5 E
— 14
g, h 4�4'\�
1
ellrr.7 mrar�t:v
AGENC7: VNA of Johnson County
Enter your Agency's Budget Year
ACTUAL THIS YEAR
LAST YEAR PROJECTED
/1/85-12/31/8 /1/86-12/31/
BUDGETED
NEXT YEAR
6 1/1/87-12/2
1. TOTAL OPERATING BUDGET (Total a + b)
802864
788907
683729
a. Carryover Balance imim wig''
136466
155676
106570
b. Income (Cash)
666398
633231
577159
2. TOTAL EXPENDITURES (Total a + b) (1)
647188
682337
631698
a_ Administration
97078
102351
94755
b. Program Total (List programs below)
550110
579986
536943
>1. Skilled
409459
377022
381771
2. Health Promotion
48183
41224
62754
3. Eldercare
24342
22559
25857
4. Child Health Clinic
22323
24760
29205
5. :Adult Day Program
29762
30686
31877
6. Community Program
3073
3156
2979
7. !Consultive Services -
0
1800
2500
8. `Private Duty Nursinq '(2)
12968
78779
0 .
3. ENDING BALANCE (Subtract 1 - 2)
155676
106570
52031 '
4. IN-41NO SUPPORT (Total from Pace 5)
26691
33578
37241
S. NON-CASH ASSETS
16484
18500
11000
Notes and comments:
(1) Excludes depreciation
(2) Private Duty Nursing Program was discontinued in June, 1986 per
Board direction after it was noted it would be detrimental
financially to other programs. The program was reestablished
in another agency.
2
515
/903
4
INCOM_ 0�L-
15128
27656
33000
495
6. Net sales -materials
1985
1986
pp
1gj�CY'
VNA
of Johnson County
0
ACTUAL
LAST YEA
THIS YEAR BUDGETED
PROJECTS NEXT YE
ADMIN.
PROI eq
PROGRAM
1. Local funding sources(List below
a. Johnson County ter Cc ac
b, City of Iowa City �..,
C. United Way
d. City of Coralville
185349
120782
0
45700
0
174916
129216
0
45700
0
182416
129216
0
53200*'
0
27362
19382
0
7980
0
45220
0
0
45220
0
46285
46285
0
0
0
e• Johnson Chun ADP
f - Johnson Chun - Salary Re
2. State. Federai,Foundations(List)
ion Grant
a. WIC
b• Medicare
6042
12825
348273
789
170553
0
0
270812
0(4)
100000
0
0
278443
0
110000
0
0
91767
0
16500
0
0
233554
0
93500
0
.0
0
0
0
C. Medicaid
d. Heritahe Aaencv on Agin
3. Contributions/Donations
a. United Way Designated Giving
b. Other contrihutions
4. Special:events(List below)
142807
3144
16445
980
14465
518
138000
2566
7573
2573
5000
135000
3085
10000
2000
800
20250
463
1500
300
1200
114250
0
7000
1700
p
0
p
0
p
I.L. Striders Hospice 877 800 120 680 0
a•Road Race - 518 877 800 120
680 p
b.
0 0 0 0 0 0
C. 0 0
0 0 p
5. Net sales -services (lo)
46285
516
/90 3
15128
27656
33000
495
6. Net sales -materials
0
0
0
0
7. Interest income
10160
7000
7
8. Other(List be)ow,including misc.)
90525
144397
fi5500
982°
a• Blue Cross
64300
119397
40000
600C
b• Other Insurance
20839
20000
20000
3000
C. Miscellaneous
5386
5000
5500
825
TOTAL INCOME (Show also on page 2,
line 1h)
666398
633231
577159
86574
Notes and comments: See Attach Sheet (Page 3b)
b
3
46285
516
/90 3
1
i�
i
AGENCY: VNA of Johnson County
!MCOME DETAIL (Continued) Eldercare CHC AnP commmity Cnnm,i*-
3a
:. I If/5
�l
PROGRAM
3
PROGRAM
4
PROGRAM
5
PROGRAM
6
PROGRA14
7
PROGRA;•i
8
1. Local funding sources(List below)
18065
19508
21447
2244
2285
a, Johnson County
18065
19508
21447
2244
2285
b, City Of Iowa City
C. United Way
d.' City of Coralville
e. Johnson Camty ADP
f. Johnson Cam — Salary Reit
b
2. State, Federal, Foundations (Li it)
Sao
2622
tXpansion Grant
a. WIC
b. Medicare
c• Medicaid
500
d. Heritage Aaency on Aaina
2622
3. Contributions/Donations
500
250
750
a. United Way Oesignated Giving
b. Other contributions
500
250
750
4. Special events(List below)
L.C. Stripers Hospice
a•Road Race
b.
C.
S. Net sales -services
8500
6. Net sales -materials
7. Interest income
8. Other(List below,including misc.
1500
1600
a. Blue Cross
b. Other Insurance
c. Miscellaneous
1500
1600
TOTAL INCOME (Show also an page 2,
line lb)
20065
20258
33319
3844
2285
`
Notes and comments: See Attached Sheet (Page 3b) 517 f
3a
:. I If/5
�l
4
Page 3b
Notes and Comments:
VNA of Johnson County
I. Net Medicare and Medicaid after return of overpayment for
services as indicated on Cost Report.
2. Audit total off $364 due to estimate by auditors of overpayment
by Medicare and Medicaid. Audit total shows $666,034.
i
3. Funding for nurse salary ended July, 1985.
4. WIC funding part of Master Contract (la). Space for Child
Health Clinic and services of nutritionist are given in kind for
VNA nurse at WIC.
5. Figure shown is net Medicare monies, probable liability of
$20,000+ at end of year due to overpayment.
6• Net Medicaid, probable liability of $10,000+ at'end of year due
to overpayment.
7. Includes $81,397 revenue from Private Duty Program, discontinued
June, 1986.
8. Increase from United Way requested to help support increasing
subsidized care provided by VNA. Over $119,000 in subsidized care
was provided in 1985 and is predicted to exceed $120,000 in 1986.
Increase has also been requested from Johnson County. L
9. Anticipate decrease in revenue from Medicare and Medicaid due to
tighter restrictions, cutback in funding at Federal and State
level and: competition for the patients from Mercy and Hospice.,
10:Increase in patient fees anticipated to continue due to changes
made in VNA in setting fees with patients.
3b
t%otN",
518
/9e3
fi
EXE OITUP� .EEDE=
1200
I 7. Rent
S. Utilities
29529
e
9. Telephone
o
0. Office supplies b postage
8499
AGENcy: VNA of
Johnson
County
3000
575
ACTUAL
LAST YEAR
THIS YEAR
PROJECTED
BUDGETED
NEXT YEAR
ADMIN.
PROGRAM
PROM;
1.
Salaries
i 7. Interest
6219
8• Other (specify)•_
0
1
2.
Employee benefits b taxes
382980
420834
391004
58638
229093
2
40423
3.
Staff development
57130
61925
61700
9267
36195
6310
a•
Professional consultation �
3438
3800
3500
525
1977
348
5.
Publications/Subscriptions
23676
30000
25000
3750
19765
p
D' 6
Oues „a
2704
3000
2500
375
Memberships
I
1200
I 7. Rent
S. Utilities
29529
e
9. Telephone
o
0. Office supplies b postage
8499
11. Equipment purchase rental
E
12313
e 2. Equipment/Office maintenance
3000
575
'Printing 6 publicity
4. Local transportation
19015
r S. Insurance
15540
6• Audit
2802
i 7. Interest
6219
8• Other (specify)•_
0
0 0
9600 9600
1530 270
0 0 0
1440 5746 .1014
0
2I. 4411 1200 500
Miscellaneous 75 350 0
7035 3300 3000
22. 450 1530 27(
TOTAL EXPENSES (Show also on
page 2, line 2) 647188 682337 631698
94755 381771 62754
Notes and comments: See Attached Sheet (4b)
519
4
"
i EXPENDITURE DETAIL (Continues)
AGENCY: VNA of Johnson County
4a
/903
-t
PROGRA(4
PROGRAM
PROGn M
PROGRAM
PROGRAM
PROGR-
3
4
5
6
7
8
1. Salaries
16500
21550
22800
2000
0
2. Employee benefits d taxes
2607
3405
3602
314
0
3. Staff development
200
150
250
50
0
4. Professional consultation
3200
200
800
0
2285
S. Publications/Subscriptions
100
100
100
25
0
6. Oues 6 Memberships
50
S0
100
15
0
7. Rent
500
500
100
100
0
8. Utilities
0
0
0
9. Telephone
450
400
450
50
50
10. Office supplies d postage
200
300
500
50
50
11. Equipment purchase d rental
500
300
400
50
25
12. Equipment/Office maintenance
50
50
100
25
15
13. Printing 6 publicity
300 :
300
300
25
25
14. Local transportation
300
200
250
50
0
15. Insurance
150
150
150 '
So
0
16. Audit
200
200
200
50
25
17. Interest
0
0
0
0
0
18. Other (soecify):Contract
Sei
r 200
200
300
50
0
19' Supplies
200 I
1000
1000
50
0
20. Doubtful Accounts
0
0
75
n
21. Miscellaneous
150
150
400
25
25
22.
TOTAL EXPENSES Shari"°n
ow• _• �^• i
25857
29205
31877
2979
2500
Notes and comments: See Attached Sheet (4b)
520
4a
/903
-t
41
Page 4b
Notes and Comments:
VNA of Johnson County
i 1. Salaries for FY1986 include Private Duty Nursing salaries.
Pro r h i b di
g am as s nce een scontinued.
2. Increase in Professional Service fees due to inability to fill
a half time physical therapy position.
3.• Includes funds designated for management information system
enhancement by Board in 1986. Purpose is to help maintain
compliance with Medicare regulations and improve control
of.data as compared to present system.
4. .Services of a marketing consultant discontinued.
5. Liability insurance increase.
6. Includes estimated 59 increase in salaries over base salaries in
1986. (Combination merit and cost of living. Will be discussed
by Board in November.) Purpose: To keen salaries as competitive
as possible to attract qualified professionals. Professional
salaries, i.e., RN; PT, are still below their peers in this
community.
A. Total salaries for CY1985 from audit was $382980. This is an
:accrued amount and includes salaries earned from December 22-31,
1984 and excludes salaries earned from December 21 -31, 1985. ,
'This total differs from the total on page 5, which is actual
salaries earned in CY1985. There is a difference of $6501.
521
4b
T
AGENXY: VMA of Johnson County
Atucn e.olemntn of my mfferente
SALARIED POSITIOIIS A<tut�t11erYl74ie ry ere, leele ena
Position Title / Last Name FTE*
Last•IThis ' Next
Year Year Year
Auxilliar,., RN - Goebel On C�11 I
LAST YEAR
ACTUAL
THIS YEAR
PROJECTED
NERT YEAR
BUDGET
z
CHANGE
266
5A391004.
Auxilliary RN - Ochel
On 11
0
877
A illi RN - Rloess
ll
0
104
Privat-P pity Nrsa (311
on r 11
1 95
49177
Total Salaries Paid
21.4 23.5
20.3
376479
420834
• Full -tip pmalenti I.a • full -tip; .S • Me11-tine; eta
RESTRICTED FUNDS (Complete detailjo ms 7 b 8)
Restricted by: Restricted for:
Board of Directors Budget Deficit
Board of Directors Subsidized Care
-
50000
7871
MATCHING GRANTS
Grantor/Matched by:
IN-KIND SUPPORT DETAIL
Services/Volunteers
19022
22540
25921
Material Goods
0
0
0
Space, utilities, etc.
7669
11038
11320
Other: (Please specify)
'TOTAL
76691
1157A
37241
%ct `
3
522
/9e,3
AGENCY: VNA of Johnson County
Atucn aodnrtlan or any alNomn eenem
1 IMV41-1411rr OVCIICOIC 1110ICIIII WIrY 0100
SALARIED POSITIONS
Position Title / Last Name•
Last This Next
Year Year Year
Res.
Exec Dir/Boothe 8/85 1.0
LATA'
ACTUAL
All sal
base sal
from be'
24267
THIS YEAR
PROJECTED
increases
ry in Cy198
g on-call
NEXT YEAR
BUDGET
oted are 58
, unless oth
1
d providing
0
CHANGE
over the
rwise no
arn
isits of
NA
Hired
Exec Dir/Rose 9/85
Hare Care /Eland
1.0
.9
1.0
.8
1.0
.7519230
29295
31185
32744
5$
Sb
Hired
Asst HCM/Ganes 12/85
.8
.8
.9
224
16365
18162
5%
Res.
S es 11/85
.8
-
-
14738
-
NA
Staff RN/Drew
.5
.5
.5
11120
12199
52023
56
Staff RN/Ga
On -Ca
.3
1 hxes
.3
.3
8559
7573
7582
5%
Res. 5/86
Cam R Coord/Mosele
.5
.5
-
8988
5207
NA
Staff RN Alberts
1.0
11.0
1.0
17737
18763
19547
5%
Res
RN/Quinn IOn-Call
App
x .5
13897
13637
13125
5%
[Weekend
Res.linic LPN/Woodb 5/85
.4
-
-
1793
-
-
NA
taff RN/ ler 11.0
11.0
1.0
17883 1
18648
19482
56
Res.
Clinic Coord/McGill 2/85 I
.5 I
-
-
1759
-
-
NA
Staff RN Gerleman I
'.9
.7
.5
14113
11023
9118
56
Auxillia RN/Ga I
As N&eded
-
110
-
-
NA
Staff RN/Ohly 11.0
11.0
1.0
16511
17551
18243
56
Hired I
Staff RN/ Mayhew 8/85 1 .8
.8
.8
9135
14358
14187
56
?.real
Clinic Coord/Randall 2/85 .751
.75 1
.75
13524
15879
16633
56
Hired
Staff RN/Deering 9/85 I .8 I
.8
.8
4269
13588
14135
56
Staff RN/Swartzendruber 10 85.5 I
.8
.8
2570
13538
17800
56
Clinic LPN/Whitney 10/85 .4 .4 .4
*Full-time equivalent
1.0 • Full-time; .5 • Half-time; gUt3�POTAL
895
4864
4918
58
259202
249684
252741
c
Sa
/910.3
er
23
0
AGE-NCY: vNA of Johnson Count,
aum ecalcacaaa of cnr diff r ea•na
cmucl. lawy arnlnle cti aaW wlui 0814
SALARIES POSITIONS
Position Title / Last Name FTE*
Last This Next
Year Year Year
Physical Therapist/Dull .5 .5-L-5-
LAST YEAR
ACTUAL
THIS 'YEAR
PROJECTED
NEXT YEAR
BUDGET
CNANG-c
All salar,
base salay
from bein
increases i
in CY 198
on-call an
oted are 59
, unless ott
inrl,Yria n
pmvidinq
wer the
arwise noL.
i
• sitis of
12306
12903
12907
5%
taff PT/Callahan 9/85
Res.
Staff PT/Kudsk 12/85
.5
.5
-
Contract
-
10403
2649
-
433
-
-
NA
NA
Billing/Albertson
.7
.7
.7
11589
12249
12796
59
Asst. AnderM
1.0
1.0
1.0
18081
19011
19962
58
5
.5
.5
6871
6814
.6945
59
Secretary
I .65
.65
I .65
7706
8224
8290
56
Custodian/Rickerd
12-3 Hrs.
Weekends
)nly 446
503
636
-
Bookkeeoer/Jansen
.5
.65
.5
6267
7279
6585
59
Vol. coord./Moffitt
.3 I
.3
.3
4376
4089
4382
58
Res.
soc. Worker/Child 6 85
.5
3330
1
NA
rea
Soc. Worker/Porter 6/85 I
.5 I
.5
.5
3636
7842
8343
56
Soc. Worker/Hornick I
On C111
937
420
-
NA
ADP Coord/Monitto 11.0
11.0
1.0
14370
15121
15877
56
H r
Asst. ADP Coord/Donnan 8/8$
.5 I
.5
.5
2011
6192
6486
59
area
Cann Prog Coord er 7/86,
.8
.8
-
6166
13890
5%
Auxilliary RN/Wessels I
II
On all
-
4819
6279
2.56
Evenin RN/Hahn
On Cdll
-
6617
8359
2.56
File Clerk - -
.'S
-
-
2340
-
irea.
Auxilliary RN/Martin 4/85 '. On C7p11
6513
629
-
NA
Auxilliary RN/Robinson I On 411
2192
1676
4186
2.56
rtes
Clinic RN/Ashton 10/85 .4 -
-
2133
-
-
MA
`Full-time equivalent
1.0 • Full-time. .5 • Half-time; eMS_T0ML
115816
120987
138263
w
524
4 vt% Sa - continued /70.5
_I
` BEiIEFIT DETAIL
TAXES AND PERSONNEL BENEFITS
(List Rates for Next
Year)
12 S76.2yMon.
TOTAL
FICA
7.15 X x SPavmll
Unemolovment Como.-
Direct S S
Worker's Como.
x
1.93/100
X .89 % x SPavmll
Retirement
I Max 5 ease
S x Salary
Health Ins.
576.2�er mo.: inaiv.
75h
S ' aer mo.: family
Oisabillt Ins. I
5
x
Life Ins. I
52.72/1000 per month
Other
+x
CEUs A Physical lycams I
S
x S
How far below the Salary Study Committee's
recommendation is your director's salary?
Sick Leave Policy: Maximum Accrual 720 hour!
12 days per year for years_ to
days per year for year�.tO
Yacntion Policy: Maximum Accrual 240hours
10-15 days per year for years I Lo 2
20-25 days per year for year to
Work Week:
Does your staff frequently
work more hours per week
than they were hired for?
X Yes No
Tobe on call, visits after hours.
Retirement
16 5100 /Mon.
Health Insurance
12 S76.2yMon.
Disability Ins.
—S%Man.
Life Insurance
Dental Ins.
1 S Mon.
Vacation Days
SE3Mon.
25 Days
Holidays
Sick Leave
10 _ Days
12 _ Days
POINT TOTAL
75h
AGENCY: VNk of Johnson County
ACTUAL
57130
457
IIS YEAR B_.[�UDGc'iED
AJECTED NEXT YEAI
61925 61700
280 1 300
0 I 0 I 0
Months of Operation During Year: 12 .
Hours of Service: Sam _ s..., i ....
Holidays:
l0_ days per year.
How do you compensate for overtime?
X time Off none
X time and +stt3111ht other (specify)
Straighthtvnea& hours during day.
Time and half for evens
INTS w
I Comments:
nin)mum Maximum
—11 Benefits are prorated for part t .
12 12 Points are based on full time.
-- �_
INOtsall employees participatein ife,
1=ZSretirement, health, CEUs and PEs.
10 10 CEU
1� 72 FTE = $50 for 1.0
51� 72�
6
525
/903
It
AGENcy: VNA of Johnson County O-^t'onal Bue:et earn
DETAIL OF BOARD DESIGNATED RE3ERVE5 lnauate N/A
trictea)
(For Funas which Are Not Donor Res if applicable)
A• Name of Board Designated Reserve: FY1987 Deficit
1. Date of board meeting at which desianation was made: September 24 1986
2. Source of funds: Carry-over Balance fmn Fy 1986
3. Purpose for which designated: Anticipated Deficit _
4. Are the investment earnings available for current unrestricted expenses?
X Yes _lo If Yes, what amount: 3000
5.- Date board designation. became effectivet 1/1/87
B• Current balance of 'this fund: 50000 expires/31/87',
8. Name of Board Designated Reserve: Memorial Donation Funds
1. Date'of board meeting at which designation was made: September 24 .1986
2. Source of funds: Memorial Donations frcrn tient's families and friends
3. Purpose for which designated: Subsidized care
4. Are the investment earnings available for current unrestricted expenses:
_LYes ._No If Yes, what amount: $472
5. Date board designation became effective: 1/1/87
expires: 12/31/87
G. Current balance of this fund: $7871
C. Name of Board Designated Reserve:
I. Date of board meeting at which designation was made:
2. Source of funds:
3. Purpose for which designated:
4. Are the investment earnings available for current unrestricted expenses:
_Yes _Na If Yes, what amount:
S. Date board designation*bec:me effectiva:
6. Current balance of this funs: explres;�_
8
/9e 3
.r
1 '
REQUEST FOR ADDITIONAL FUNDING - JOHNSON COUYTY
The Johnson County Board of Supervisors has directed that agency requests
for Johnson County funding for FY88may not exceed the FY87 funding level.
^ If your agency's needs make additional County support imperative, this
sheet may be used to detail the additional funds requested.
NOTE: All figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions page 23.
AGENCY: Visiting Nurse Association of Johnson County
ADDITIONAL FUNDING REQUESTED: f' 10,000 PROGRAM: skilled program
EXPENSE CATEGORIES: salaries - skilled Nursing Cane Delivery for subsidized
EXPLANATION: The VNA provides free or subsidized skilled care for patients who have
no insurance nor money to pay for full cost of service. In .1985 and 1986, the VNA has
Provided approximately $120,000 in subsidized services and has received only
$85-90,000 to provide these services. (United Way, Expansion Grant, and donations).
The VNA has not requested additional funding for several years.. Now, due to tighter
restrictions in Medicare, state and federal cutbacks in funding,and more patients
"1 needing private services, the VNA finds itself in a position of decreasing funds to
J support subsidized care. To avoid the need to restrict subsidized services, the VNA
is requesting additional funding from both United Way and the County. Internally,
the VNA has taken steps to increase patient payment of services. This has added some
income but is nota solution to the problem. The VNA is:considering a mailing to
raise funds in spring, 1987.
y
/9e3
-I
Agency: Visiting Nurse Association
of Johnson County
AGENCY HISTORY
(Using this page only, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals, .
past and current activities and future plans. Please up -date
annually.)
The Visiting Nurse Association of Johnson County was formally
organized on July 13, 1949 as the Iowa City VNA. The VNA combined
i with the City Nursing Service in 1959. The Child Health Clinic
was established'in 1963 while field experience for the students
of the College of Nursing, University of Iowa, was established
in 1966. The agency became certified for Medicare in 1965. Nursing
was the first service certified. Following later, the services
of physical therapy, home health aide, occupational therapy, speech
therapy and social work were added as certified services.In
the mid 70's, preventive services were added for the well elderly
in congregate meal sites and housing sites. In 1981, the agency
began evening service to compliment its daytime service, following
in late 1981 with twenty-four hour availability of its nursing
services, well ahead of the majority of home health agencies in
the state. In 1981, the agency changed its name to Community and
Home Health Service Agency. In 1982, the agency became computerized
for its statistical and billing systems. In late 1984, the agency
diversified and developed a separate corporation to provide companion
services. This corporation, CareResources, Inc., is also a non-prpfit
agency. In January, 1985, the Adult Day Program, previously
p supported by the University of Iowa, joined the VNA with the approval
' of the Board of Directors. The philosophy of this new service was
compatable with the VNA, that of maintaining senior citizens at
home as long as possible and delaying or preventing institutionalization.
In 1985, the VNA started a new service, Private Duty Nursing, in
response to a need identified in the community. Also in 1985, the
agency returned -to its former name, the Visiting Nurse Association
of Johnson County. In 1986, the program of Private Duty Nursing
was discontinued after it was discovered that the program would have a
detrimental monetary effect on other VNA programs. The Private
Duty Program was picked up by CareResources, Inca The agency
continues to be responsive to the changing needs of the community.
528
P-1
VNA of Johnson County
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose:
Provide quality health and social services to individuals and families
in the hone and community without regard to race, religion, sex, or
age and by providing these within the constraints of the agency resources
to persons with limited means.
B. Program Name(s) with a Brief Description of each:
.:.1. Ruud d ftn-b VWW b M. M. O. Of. r" Alb. 6m
WVWM MW uitaip..
t. rum ft s - d waft by d, w µmer m e.lm. P m
of P+m '
7. {ldf - as ty e.lm m inrlf GgUu • aane,a tt T f11Y N
m oseT.. faflVar tOeela M pap.. etelOT, duce o .
�. mua rub t""' - f W"Uft CC h -M Yr♦w• m UM, bwlcp Y
ata , µftlat o, u..wtm m.tu Wu4� 7 ane. m a yro.
f. AOLLt 07 from aAVtmta VMT fm faY Ubwf nm . E Il W
W qtr/� L.utuuu,.lmum.
f. O> ,y fLa9 e W t .", msllop• tllatim m a�N
). =414 aat�r N amL.
OatYlt . fw Ma, Pu b• L 13 feAueml
rglnmry iTUIOY• wtrtuu•. a%•
C. Tell us what you need funding for. United Way funds are needed to alla/
the VNA to provide free and subsidized care to patients whose care is not
covered by a third party source. The VNA will provide over $120,000 worth
of free and subsidized care in 1986. In addition, Medicare reimburses at
F 998 due to the Gramm-Rudman Act and Medicaid reimburses at 93.29 due to cutbacks
recommended by the state legislators. This amounts to an approximate addition
to subsidization of $ '14,700, Johnson County funds are needed for the preventive
health services of the VNA - Health Promotion, Eldercare, Child Health Clinics,
D. Management: the Adult Day Program, and consultive services. Additional funding
is being sought fzan both U.W. and Johnson County to help comer
1. Does each professional staff person have a written job description: subsidized
Yes X No care.
2. Is the agency Director's performance evaluated at least yearly?
Yes X No By whom? Board of Directors
E. Finances:
1. Are there fees for any of your services?
Yes X No
a) if "yes", under what circumstances?
There is a fee for service for skilled care. Those services not
reimbursed by a third party source are provided on a sliding scale
basis, dependent on income, assets, dependents, unusual circumstances.
There also is a fee for service at the Adult Day program based on half
and full day attendance.
b) Are they flat sliding X ?
P-2
�A XIIV
529
VNA of Johnson County
c) Please discuss your agency's fund raising efforts, if applicable.
No organized program. Board cannittee established in 1984.
Agency receives donations, menorials frau "friends". Probable
mailing for donations will occur in Spring, 1987.
Quarterly newsletter requests donations and recognizes donors.
- F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24
1. How many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 1318 Year 1985
b) Unduplicated Count 1067
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) 'Duplicated Count 9.43
b) Unduplicated Count Not Available
3. How -many residents of Coralville did your agency serve during
your last completed budget year? -
a) Duplicated Count 140
b) Unduplicated Count Not Available
4. How many units of service did your agency provide to Johnson
County residents last year? See Attached Sheet (P -3a)
5. Please define your units of service.
VISIT - Visit to the home of a patient admitted for service.
Approximately one hour in length.
SESSION - Unit of time for community programs, i.e., Child Health
Clinic, Eldercare. Usually two - four hours in length.
HOUR - Unit of time for service provided in the home by an aide
or unit of time in Adult Day Program.
530
P-3
—f
Page P -3a VNA of Johnson County
i
4. How many units of service did your agency provide to Johnson
County residents last year?
Total Home Visits
19983
Iowa City Visits
14266
- Coralville Visits
2277
Johnson County Visits
3440
Child Health Clinics
86
Sessions
::_Physical Exams''
743
Eldercare
441
Sessions
Educational
23
Sessions
Adult Day program
13503
Hours
P -3a
•� 531
1
I
I.
1
i .
VNA of Johnson County
6. In what ways are you planning for the needs of your service
population in the next 5 years?
1. Advisory Cartnittees to help identify unmet needs.
2. Evaluation of current programs on annual basis.
3. Praroting services through marketing, maintaining relationships
with referring agencies.
4. Planning fund raising activities.
5. Maintain and update Management Infonmaticn System for efficiency
and productivity. _
6. Maintaining qualified staff.
7. Continuing education for professional staff to maintain knowledge.
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
PROBLEM: 1) Competition from other hone health agencies may decrease
the units of service, individuals served by VNA. May increase
the need for free or subsidized care to residents of the County
2) Hospice becomes certified as a Medicare Hospice, the VNA
will probably lose several clients now being serviced.: Also
may be competing for U.W. funds for similar services.
8. List complaints about your services of which you are aware.
VNA conducts consumer audit each year, sending a questionnaire to 104
of individuals admitted for home health services. A Child Health Clinic
consumer audit is also conducted for the clinic participants. Results
have been positive. Any complaints received'would be acted upon with
staff or Board. Audits are reviewed with the Professional Advisory `-
Committee.
9. Do you have a waiting list or have you had to turn people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
We do not have a waiting list for home health services. There is
concern that the agency may be forced to adapt a waiting list or a
restrictive policy if funding for subsidized care is not available.
How many people are currently on your waiting list?
NA
10. In what way are your agency's services publicized?
Yellow Pages
News Releases
Distribution of Brochures, Pamphlets
Participation in Health Fairs, County Fair, etc.
Cable TV, Radio, Public Service Announcements
speaking Engagements with camu4nity Organizations
Word of Mouth
532
\1J
-I
VNA of Johnson County
!1 VISITING NURSE ASSOCIATION OF JOHNSON COUNTY
GOALS
I
1987
I
I, MISSION STATEMENT
The Visiting Nurse Association of JohnsonCounty
existsals to
improve the quality of -life by assisting
families to achieve otential of theepe appropriate to the p
VNA will pursue this mission by:
1. Providing quality health and social servicesity without oregard itoals
and families in sthe ex,horeageaand bynproviding these within
race, religion, resources to persons with
the constraints of the agency
limited means.
2. Attracting, managing, and developing sufficient human,
physical and finaofaVNAet000fferurces to assure services continued
long-term ability
as a home health care provider.
3. Adopting and promoting positions on issues which affect
the fulfillment of this mission.
II. GOAL
To improve the health status of the residents of Johnson
County.
III. OBJECTIVES
1, Skilled Care Program lace
Visits made to persons, at thzoblir em and
of residence, who haveasa�sed heap p
are in the care of a phYcian
observation,
Services provided g touimprDirect he health of the person,
or initial teaching and evaluating patients
Services also include monitoring for
with stable conditions, but who have PotenroaPriate
complications or deterioration without app
intervention.
.J ing
Skilled care involves the services of y, Speech Pathology,
disciplines: Nursing, Physical Therapy, P
i Occupational Therapy, Medical Social Worker, and Home 533
Health Aides.
1
'r
VNA - GOALS
Page 2
VNA of Johnson County
Objectives: 1)Provide curative, restorative, and palliative
home health-care to residents of Johnson County referred
to VNA; 2)Assist individuals to stay in their home as
long as feasible, delaying or preventing institutional-
ization; 3)Specific services and volume provided will be:
Nursing
Home Health Aide
-Physical-Therapy
Occupational Therapy
Speech Pathology
Medical Social Worker
11000 Visits
2500 Visits
850 Visits
150 Visits
300 Visits
300 Visits
Total 15100
Tasks
Be competitive for services in the home care market
Maintain staff
Market services
Maintain liaison with health care providers
Provide in-service education
Provide daily supervision
Provide administrative support
Resources
6.2 FTE Registered Nurses (includes weekend, evening
and auxilliary nurses)
1.0 FTE Physical Therapist ( l
1.1 FTE Supervisor
.5 FTE Medical Social Worker
Contract Staff (Speech Pathology, Occupational
Therapy, Physical Therapy', Home Health Aides)
Travel Reimbursement
Medical Supplies
Liability Insurance
Staff Development Costs
Patient Education Materials
Other Supplies
Volunteers
COST OF OBJECTIVE: $381,771
2. Health Promotion Program
Description: visits made to assist individuals and
families to obtain or maintain optimum level of health.
Services include developing and maintaining appropriate
health practices, promoting personal well-being and
coordination of community resources for the benefit
of the patients.
Objectives: 1)Provide preventive, educational and
developmental health care to residents of Johnson
County referred to VNA; 2)Specific services and volume
provided will be: 534
RN Health Promotion 3500
RN Maternal Health 175
MSW Health Promotion 125 /� O
VNA - GOALS
Page 3 VNA of Johnson County
Tasks
Maintain staff
Market services
k Maintain liaison with health care providers
Provide in-service education
Provide daily supervision
Provide administrative support
Resources
• I
.2 Supervisor
1.2 FTE Registered Nurses
3 FTE Medical.Social Worker
Travel Reimbursement
Supplies
Liability Insurance
- - - Staff Development Costs
Volunteers
COST OF OBJECTIVE: $62,754
3. Eldercare Program
Description: Eldercare is a series of services offered
i to well elderly at.various sites
throughout Johnson
County. The goal of the services is to
health
promote optimal
and independence to older persons. Services
include direct
care, screening, teaching, counseling,
referral, and education.
Objectives: 1)Provide pscreening c
and counseling services tovelderly e`
individuals atninen
community sites throughout Johnson County; 21
volume
Specific
of services will be:
Direct Services
375 Sessions* I
Educational Program 24 Sessions*
Screening Clinics • 1
2 Sessions*
*A session is 2 to 4 hours of service.
Resources
1 Supervisor
.9 Registered Nurse
Contract Massage Therapist
Volunteers
Travel Reimbursement
Supplies
Liability Insurance
Staff Development Costs
J Patient Education Materials
COST OF OBJECTIVE: ;25,857 535
/903
U
VNA - GOALS VNA of Johnson County
Page 4
4. Child Health Clinic/WIC
Description: Services are available to children from
birth through sixteen (16) years of age who have a
family physician. Services include physical assessment,
counseling, immunizations, health maintenance, and
promotion of normal growth and development and referral
( as appropriate.
WIC is a nutrition program designed for low income,
i. nutritionally at risk children and expectant females.
Objectives: 1)Provide physical assessments, immunizations,
education, and counseling services; 2)Participate in the
WIC recertification clinics, providing screening, counseling,
and referral services; 3)Volume is expected to be:
Child Health Clinic 85 Sessions
WIC 1200 Recertificationst
Tasks
Maintain staff
Market services
Maintain liaison with health care providers
Provide in-service education
Provide supervision
Provide administrative support
I
Ems,)
Resources
.1 Supervisor
.7 Pediatric Nurse Practitioner
.4 Clinic Nurse
Supplies
Liability Insurance
Staff Development Costs
Patient Education Materials
Volunteers
COST OF OBJECTIVE: $29,205
*NOTE: WIC recertifications are provided without monetary
reimbursement. In return, the Health Department
provides space and the services of a nutritionist.
5. Adult Day Program
Description: Program providing services to the frail
elderly and adult handicapped, designed to prevent
isolation, encourage social interaction and prevent
premature or unnecessary institutionalization.
Objectives: 1)Provide five days of service each week, 536,
serving 20-25 individuals each day (1577 participant days);
2)Enroll 40 individuals in the ADP.
/61,065
-7
VNA -GOALS
Page 5 VNA of Johnson County
Tasks
Market services
Maintain staff
Maintain volunteers
Maintain liaison with elderly and handicapped service
providers
Provide supervision
Provide administrative support
Provide in-service education.
Resources
.1 Supervisor.
1.0 Coordinator
5 Assistant Coordinator
Contract,Therapist -„Physical
Volunteersfrom Community and College
Travel Reimbursement
Supplies
Liability Insurance
Staff Development Costs
Health Education Materials
Volunteers
COST OF OBJECTIVE: $31,877
6. Community Programs
Description: Services to organizations, institutions,
businesses, and -other community groups, including
counseling, screening, education, direct service,
and referral.
Objective: U Provide preventive, education, screening
and counseling services to persons throughout Johnson
County.
Community Hours - 240
Tasks
Maintain staff
Market services
Maintain liaison with health care providers
Provide supervision
Provide administrative support
Resources
1.0 Nurse Supervisor
.5 Registered Nurse
Travel Reimbursement
Supplies
Liability Insurance 537
Patient Education Materials
COST OF OBJECTIVE• 2979
VNA - GOALS VNA of Johnson County -
Page 6
7. Consultive Services
Description: Services available to both staff and
patients for the continued improvement of quality
home health care through contracts with Nutritionist/
Dietitian, Respiratory Therapist, and Pharmacist.
Objectives: 1)Contract with professionals in nutrition,
r- respiratory, therapy and pharmacology to provide education,
consultation and direct service when appropriate. Service
from each professional would be from 1=9 hours each month.
Tasks i
Maintain contracts with appropriate disciplines '.
Market service
Maintain liaison with health care providers
Provide necessary supervision
Provide administrative support '.
!
Resources
Contracts with Nutritionist, Respiratory Therapist, �.
and Pharmacist.
COST OF OBJECTIVE: .$2500
i
j
538
HUMAN SERVICE AGENCY BUDGET FORM
CITY OF CORALVILLE
JOHNSON COUNTY CITY OF IOWA CITY
UNITED WAY OF JOHNSON COUNTY
DIRECTOR:
Joan Vanden Berg
AGENCY NAME:
Willaacreek Neighborhood Ct
ADDRESS:
2530 Bartelt Road, Apt. 1C
PHONE:
354-2886
COMPLETED BY:
_Joan vanden Berg
APPROVED BY BOARD:
(S"4-_
�a
CHECK YOUR AGENCY'S BUDGET YEAR an /o authorized signature)
date
1/1/87 - 12/31/87
4/1/81 - 3/31/88
7/1/87 6/30/88 x
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1,, 2, 3, etc.)
1. RECREATION: afterschool activities for children, special events, seasonal..p ties
2: IDUCAT10N AND OUTREACH: programs for all ages, including English as a Second language,
tutoring,special workshops by community organizations, newsletters to all
residents, home visits to the isolated, information and referral
3. FOOD AND NUTIUTTON: food distribution,me3ls served at the center, food buying coop,
transportation to the grocery store, free mummer lunch program
4. NLNSELING AND SUPPORT: short-term and crisis counseling, emergency assistance,
drop -ins, hone visits, referrals to community resources
5. _OUPIM.ACH TO FOREIGN B0R4]English tutoring, preschool during English classes; home
Visits, transportation and other service linkages
6. CHILDCARE COORDINATION: childcare during adult activities, parent-child activities,
i informal teaching of parenting skills, childcare cooperative
i
1
Local Funding Summary: 4/1/85 4/1/86 4/1/87
Ci
of Iowa City
FY 86 FY 87 FY 88
$ 9,400 1 S 10,250 IS10,250
Johnson County "'PAN"'gr S 2,600 S 3,500 S 3,500
City of Coralville S 0 S 0 S 500
1 539
n
-
-
-
3/31/86
3/31/87
3/31/88
United Way of Johnson County a:17n:t ncl nq
$ 18,500
S 20;000
$ 23,000
Ci
of Iowa City
FY 86 FY 87 FY 88
$ 9,400 1 S 10,250 IS10,250
Johnson County "'PAN"'gr S 2,600 S 3,500 S 3,500
City of Coralville S 0 S 0 S 500
1 539
n
AGci;C'f; �v.1LtJJICREEK NEIC3i5OMCOD M19ER
E"CCET
ACTUAL THIS YEAR BUOGETED
LAST YEAR PROJECTED NEXT YEAR
Enter your Agency's Budget Year 7/1/8576/30/86 7/,1/86-6/30/8 7/1/87-6/30/8 _
1. TOTAL OPERATING BUDGET (Total a + b)
42,183
48,625
50,000
6m f v Ilne ].
a. Carryover Balance O ,oue coin
3,299
4,575
7,825
b. Income (Cash)
38,884
44,050
42,175
2. TOTAL EXPENDITURES (Total a + b)
37,608
40,800
45,425
a. Administration
7,602
6,301
6,781
b. Program Total (List programs below)
30,006
34,499
38,644
1. RECREATION
6,159
6,665
5,764
2. EWCATICN AND OUMEACH
5,441
7 844
7,235
- 3. 'FWD AND NUPRiTION
6.132
5,730
5,361
4. CoLvsELING AND SUPPORT
4.2A5
5,254
S.R55
S. OUMEACH TO FOFED_GN BOEv
3,093
3,936
7,770
6. CHILDCARE OOORDINATICN
q
. i
3. ENDING BALANCE (Subtract 1 - 2)
4,575*
7,825**
4,575
4. IN -KING SUPPORT (Total from Page 5)
25,412
30,200
27,430
5. NON-CASH ASSETS (12 passenger'van)
11,175
11,175
11,175
Notes and com ants:
*$4,575 includes $1,600 left over from the Gannett foundation grant
**$7,825 includes $3,250 left over'from the Episcopal Diosese of Iowa grant
2 540
I
/9�3
J
I
I
-f
INCOAE DETAIL
AGE;ICY: [4ILLCIQLnEjK NEICMO.,;F CD L'fT
ACTUAL THIS 'IEAR BUDGETED
LAST YEA PROJECTEC NEXT YE AD11IN. PROGrA;•1 r"r,CGr.A;7
1. Local funding sources(List below 30,875
34,500 37,250 5,881 5,064 7,085
a. Johnson County W ' 2,600 3,500 3,500 350
b. City of Iowa Gity W1, 30 1,050
91400 10,250 10,250 1,025 1,895 1,800
c. United Way
18,875 20,750 23,000 4,506 3,169 3,985
d. City of Coralville
0 0 500 250
if.
1 2. State. Federa1,Foundations(List) 6,500• 6,500
.a.Gannett
Foundation 6,500*
b.Episcopal Diocese of Iowa 0 6,500
..
C. .. '.
e..
3. Contributions/Donations 722 500 500 500
" a. United Way Designated Giving 356 500 500 500
b: Other contributions 366
4. Special events(List below) 137 500 700
:I. C. Striders Hospice 700
a•`.Road Race 137 500 700 700
C.
S. Net sales -services 45 900 900
6. Net sales -materials
i
7. Interest income 309 400 400 400
B. Other(List below,including misc.) 296 750 2,425
150
a. FUNDRAISING 96 600 2,275
b. KIRKWOOD CDIfilUMI4y CDLLEGE 200 150 150
150
TOTAL INCOME (Show also on page 2,MMMMMI
line lb) 38,884 44,050 42,175 6,781 5,764 7,235
*$6,500 received 10 85
Notes and comments:** / , $4,900 for FY86, $1,600 for FY87
56,500 to be received 1/87, $3,250 for FY 87 and $3,250 for FY 88
i
3 ,
/903-
M7
AG"NCY: ;gILILwCTTa:EK NEIGiEORiCOD CFR.
irrnmr nFTATL (Continued)
PROGRAM
3
PROGRAM
a
PROGRAM
5
PROGRAM
6
PROGRAM
7
PROGFh'�!
8
1. Local funding sources(List below)
5,361
5,855
2,245
5,759
a. Johnson County
1,050
1,050
b, City of Iowa City
1,852
1,800
1,878
c. United Way
2,209
4,055
2,245
2,831
d. City of Coralville
250
e.
f.
2. State,Federal, oundations(List)
a. Gannett Foundation
b. Episcopal Diocese of Iowa
C.
d.
3. Contributions/Donations
,(
a. United Way Designated Giving
—
b. Other contributions
4. Special events(List below)
I.C. Striders Hospice
a- Road Race
b.
C.
S. Net sales -services
900
6. Net sales -materials
7. Interest income
8. Other(List below,including misc.
2,275
a, FUNDRAISING
2,275
b. KUUO% 0D
C.
i
TOTAL INCOME (Show also on page 2,
line lb)
,361
5,361d
5,855
4,520 *
6,659
Notes and comments:*Acb1al cost of the program is $7,770, difference made up by 54Z
$3,250 left over tram npj&5cup11 uia,u
1903
07
EXPENDITURE DETAIL
AGENCY: willacreek Neighborhood Center
Notes and comments:
*$4,905 includes $1,705 paid in taxes for FY85
L
4 543
ACTUAL
LAST YEAR
TN IS YEAR
PROJECTED
BUDGETED�0,11N-PROIGRA
NEXT YEAR
M
PROGRAM
2
1. Salaries
25,865
30,535
4,225
3,768
5,094
2. Employee benefits d taxes
4,905*
3,115538
404
553
3. Staff development
10
4, Professional consultation
-
135
5. Publications/Subscriptions
25
47
35
6.: Oues 8 Memberships
7. Rent....
Utilities
9: Telephone
630
700
800
800
0:1' Office supplies 6 postage
515
600
700
700
1: 'Equipment purchase 6 rental
20
So
50
50
Office maintenance
33
165
75
75
publicity
1,131
1,200
1,350
1,350
M&publicity
sportatien •,
14
48
100100:•1,085
1,090
1,362
393
323
7 ;Interest
108
8 Other (specify):
9:; Program Costs
600
750
869
677
39
0. Program Supplies
700_
800
1,000
158
164
21•' Van Expenses
567
800
1,000
334
22.; Food _
1,400900
1,000
-
TOTAL EXPENSES (Show also .an
page ,2; line 2)
37,608
40,800
45,425
6,781
5,764
7,235
Notes and comments:
*$4,905 includes $1,705 paid in taxes for FY85
L
4 543
4a
544
/ 9o3
PROGRAM
3
PROGRAiI
4
PROGRAM
5
PROGRAM
6
PROGRAM
7
PROGRA?ll
8'
1. Salaries
3,094
5,094
6,000
6,000
2. Employee benefits b taxes
403
553
907
451
3. Staff development
4. Professional consultation
S. Publications/Subscriptions
6. Dues 6 Memberships
7. Rent
8. Utilities
9. Telephone
10. Office supplies 6 postage
11. Equipment purchase 6 rental
12. Equipment/Office maintenance
13. Printing b publicity
14. Local -transportation
15. Insurance
323
323
—
16. Audit
17. Interest
18. Other (specify):
19. Program Costs,
38
77
39
20. Program Supplies
208
170
130
170
-
21. Van Expenses
333
333
22. Food
1,000
TOTAL EXPENSES ="0Yi11e°A
wi°:. u°°:
5,361
5,855
7,770
6,659
Notes and comments:
4a
544
/ 9o3
irJ
AGENCY: willoecreek Neighborhood
Ct
Attach taglanatlgn of any glfference
SALARI'c0 POSITIONS Acta nsalaryPA1C ry avuiatle and
Position Title / Last Name FTE*
LastlThis I Next
Year Year Year
LAST YEAR THIS YEARFIN
ACTUAL PROJECTEDGEET
YEAR
C4ANGE
SEE PAGE 5A
Total Salaries Paid
2.25
3
2.5
25,865 30,53533,275
+94
• Full-time equivalent: 1.0 • Full-time; .5 • Half-time: etc.
RESTRICTED FUNDS (Complete detail, Forms 7 8 8)
Restricted by: Restricted for:
Gannett Foundation Childcare Coordination
Episcopal Diocese Outreach to ForeigWBo
. , of Iona .
6,500
6,500*
MATCHING GRANTS
Grantor/Matched by:
IN-KIND SUPPORT DETAIL
Services/Volunteers 100 hrs./wk. @ $4.00/Itr.
20,000
20,000
20,000
Material Goods
500
500
500
Space,,utilities, etc.
4,762
4,762
4,942
Other:; (Please specify)
USDA.Surplus Comrodities
150
250
300
College Workstudy
4,688
1,688
*$6,500 to be received 1/87, $3,250 for FY 86 and $3,350 for FY 87. 545
5
C. Q
AGENCY: Willoacxeek Neighborhood
Ctr
5a
H03 /a3
J
attacn oolanatym of any ditrermce oet" n LAST YEAR
annual. salary ayau ladle sna actual salary acid ACTUAL
SALAM E] POSITIONS '
Position Title / Last Name FTE* 25,865
Last This Next
Year Year YLar
Director/Vanden Berg 1.0 1.0 1.0 15 000
THIS YEAR
PROJECTED
30,535
16,335*
NEXT YEAR
BUDGET
33,275
16,500
CHANGc'
+98
+18
Childcare Cbord./Dingbaiml
,5
.625
.75
4 450**
7 425
10,000
+358
Program Nord./Jackson
.5
0
0
520**
0
0
n/a
Program Assist./tarsen
.2
.25
0"
832
1,800
0
-1008
Newsletter E11./Schmidt
0
.3751
0
0
1,200
0
-1008
Afterschool Activities
Ieader/Filloon
0
.25
,25
0
675
675
08
Foreign Born Outreach
Wcrker/ ?
0
50
.50
0
3,000
6,000
08***+
H1CAP/agEP Partiapants,15I
I
63
100
100
0%"
lI
*Includes $335 in back ga�
for
6
I
**Income for 9 months
l
*** Combined incomes of
am
6o
for
Program Issistant
= $
,352; $7,500
was
available, the Positi}n
was
eft o
thr
gh the sm
ner months s
e the cent
had
a fulltime Intern and lllan
excrtge
I
S
ia1
rker.
****The Outreach Worker W�11
be
dyed
or 6 mon
in FY 87
l
l
*Full-time equivalent
1.0 - Full-time; .5 = Half-time; etc.
546
5a
H03 /a3
J
BENEFIT AGE5CY: Willaacreek D,eighborhood CL.
TAXES AND PERSONNEL BENEFITS
ACTUAL
THiS 'TEAR
BUDGETED
_ S_/Mon.
(List Rates for Next Year)
LAST YEAR
PP.OJECiED
NE:!T YEAR
6
TOTAL
4,905
3,115
3,809
FICA .0751 % x S32,500
3,553*
2,099
2,441
Dental Ins.
Unemolovment Como." 4 x S
1-
—Z -
Vacation Days
20 Days
Worker's Como. A x S
Holidays
_
2 Days
7
Retirement I q S
Sick Leave
_
12 _ Days
6
=1
x
53
30
*$3,553 includes $1,705 Said for FY85 taxed
T77—per mo.:lhinaiv.
Health Ins. IS Der ma.: family
1,352
1,016
1,368
Disabilit Ins. I % x S
Life Ins. I S per month
Other I A
x
w x S
How far below the Salary Study Committee's
recommendation
5,29E
3,957
3,792
is your directors salary?
Sick Leave Policy: Maximum Accrual 96 hours Months of Operation During Year: 12
12 days per year far years to
days per year for year — to —' Hours of Service:g.nn - r, -nn
Vacation Policy: Maximum Accrual n/a hours Holidays:
20 days per year for years to
days per year for year — to _ 7 days per year.
Work 'Week:
Does your staff frequently How do you compensate for overtime?
work more hours per week
than they were hired for? X time off none
x Yes No time and other (specify)
a half pay
DIRECTOR'S POINTS & RATES
STAFF BENEFIT
PUL
Retirement
_ S_/Mon.
Minimum
Maximw
Health Insurance
12f76 . Mon.
_
6
24
Disability Ins.
S /Mon.
Life Insurance
— S_1Mon.
Dental Ins.
2 $n.
1-
—Z -
Vacation Days
20 Days
0
Holidays
_
2 Days
7
Sick Leave
_
12 _ Days
6
=1
POINT TOTAL
v
53
30
*$3,553 includes $1,705 Said for FY85 taxed
ti� y
V4M
staff benefits are based on
part time/ full tine status.
547
9
■
OPTIONAL BUDGU =0P}�
AGENCY: wILlagCREEK NEIGHBOUiOOD CEMER lncica to :1/�
DETAIL OF RESTRICTED FUNDS if applicable,
.(Source Restricted Only --Exclude Board Restricted)
A. Name of Restricted Fund outreach to Foreign Born
1. Restricted by: Episcopal Diocese of Iowa
2. Source of fund: Episcopal Dixese of T,.-
3.
oa3. Purpose for which restricted: Outreach arra support to foreign born individuals
4. Are investment earnings available for current unrestricted expenses?
_Yes x No If Yes, what amount:
S. Date when restriction became effective: January 1, 1987
6. Date when restriction expires: _Jan„a,y 1 1988
— 7. Current balance of this fund: $6.500
B. Name of Restricted Fund chis tare c ,,a•
*$.tion
I. Restricted by: Gannett Foundation
2.. Source of fund: Gannett Foundation
3. Purpose for which restricted: Coordination of childcare for agency and individual neer
4. Are investment earnings available for current unrestricted expenses? +
Yes x No If Yes, what amount:
S. Date when restriction became effective: October 1985
6. Date when restriction expires: October 1986
7. Current balance of this fund: 0
C. Name of Restricted Fund
1. Restricted by:
I
I
2. Source of fund:
3. Purpose for which restricted:
4. Are investment earnings available for current unrestricted expenses?
_Yes No If Yes, what amount:
S. Date when restriction became effective:
6. Date when restriction expires:
7. Current balance of this fund:
E rv�\
7 548
/9e3
Agency: WIIJZIC14M NEIGHBORHOOD CENTER
ACt7V(Y HISTORY
.;The Mark IV.' D--op-In Center was established in 1973, following a request
by residents and management of the low income housing project to the University
of Iowa School of Social Work. This request aaas prompted by concerns over youth
a
vndalism arra generally deteriorating quality of life at the apartments.
Ic,entified as a parallel problem was the isolation of residents from city and
county resources. In the past 13 years the neighborhood center has worked
toward the broad goal of developing neighborhood based support
services to enhance the quality of life for low isystems, offering
ncome people.
The level of services offered at the center has been sr oradic. over the
Year's, varying according to finds available. Currently, services at the eenter
include: afterschool groups for children, transportation to community resources,
English as a Seoond.Ianguage: classes with a coinciding International Preschool,
tutoring, special presentations, monthly newsletter, home visits, information
and referral, food distribution, weekly transportation to the grocery stores,
short term and crisis counseling,
Cooking Class. emergency assistance, and an International
N
{{ In October of 1985 the center was able to initiate a Childcare Coordination
i Program through a one year grant from the Garnett Foundation. A .5 Childcare
Coordinator supervises the International Preschool, arranges childcare during
i1 adult activities and has established a childcare cooperative and a parent -tot
group. Through these activities, center staff has been able to informally
teach' parenting skills and offer counseling and support to parents.
ing the value of these services, we have made the Childcare CoordinatiRecogniz-
on program
a high priority for FY87, increasing the coordinator's hours from 20 to 25/ weeL_.
To maintain this position at this level without Gannett funds, the center elimi-
nated the:'Program Coordinator pbsitipn, zb ,
and 2 University workstudy employees who assist with afterschool 'activities
and the monthly newsletter. For MS we plan to increase the coordinator's
hours to 30 a week, eliminating the .25 Program Assistant's position and 1
I workstudy position.
A: high percentage of foreign }horn people live in the Pheasant Rird e c
Since 1980 the center has maintained a South Fast Asian Outreach Pr 9 complex.
! Program. This
fl program was supported by the Catholic Diocese of Davenport until March of 1985.
At this time the center was forced to lay off a .5 (utreach Worker, obviously
t reducing the level of casework offered to the South East Asians: As of January 1,
1987, we will be able to regain this position through a one year grant frau the
theEpineeds Diocese of reignIowa. This will be of tremendous help to the center, as
the needs of the foreign born are great. Given current budget constraints, the
center is requesting only partial funding for the outreach worker's salary
after the grant expires in January of 1988. We plan to fundraise and/or
secure another grant to continue the program.
For FY88 the goal of the center is to enhance the quality of life for the
low incoms people of Johnson county by providLng services to meet.their immediate,
short term needs, as well as offering services which encourage growth and self-
determination. The primary objective is to maintain the range, level and quality
of services currently offered. TO acheive the continuity and quality of
services we wish to provide, a solid staff is essential. tie are requesting
local funds to maintain one fu11..t Re director, a .75 childcare coordinator,
a .25 workstudy employee, and partial funding for a .5 Outreach Worker.
P-1
549
/4743
ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose: 4o provide a centrally located neighborhood
center serving the diverse population of the Pheasant Ridge (previously
known as Mark IV) apartments and other low inane residents of Johnson
{ county, by Providing linkage to existing social resources as well as
providing neighborhood based support services, enhancing the quality of
life of those served.
y
s
B. Program Name(s) with a Brief Description of each:
PIEASE SEE A71'AMD SHEEP
C. Tell us what you need funding for.
Th cover expensesonsL*able supplies, fees, food, office and van costs—
for 6 programs.
... 1b: pay salaries for a'fulltime Director and the. equivalent of -1.5 staff
Persons (staff salaries are subsidized in part through the university's
workstudy Program. A .5 Outreach Worker will be funded in part through a grant{,,,)
from the fpisoopal. Church.)
D. Management:
I. Does each professional staff person have a written job description:
Yes x No
2. Is the agency Director's performance evaluated at least yearly?
Yes x No By whom? 'our Board of Directors.
E. Finances:
1. Are there fees for any of your services?
Yes x No
i
a) If "yes", under what circumstances?
We charge $8.00 a month per child in our International. Preschool.
( 40C per hour)
b) Are they flat x sliding ?
j (We waive the fee if it ispahardship for the family.)
2
550
T
P -2a
B. prograjm and Brief Description
1. RECEEATTC]--afterscbool groups for children 5 to 18, special events, seasonal
parties, transportation to the public library, recreation center, United icticn
for youth.
2. IDUCATICN---English as a Second language with a coinciding International
Preschool, tutoring, special presentations and workshops.
OUTREACH -- monthly newsletter to each resident at pheasant Ridge,and to
local agencies, home visits, friendly visits, infornation and referral.
3. FOOD AND NUTRITICN--weekly transportation to`the grocery stores and farrWxs'
market, monthly distribution of USDA cum cdities, bread distribution, food
buying cooperative,'meals..served at the center.
4. COUNSNG AND SUPPORT --short term and crisis inteLventlons, arerger�c
ELIy
assistance, drop -ins,.; friendly visits,.support group for parents,: other support.'
5. OUTREACH To FOREIGN BORN --International Cooking Class, special English
tutoringhom visits, transportation, other service linkages
_...
6. CHIIDCARE COOMINATION childcare at the center during adult activities, i
Parent -Tot group, Childcare Cooperative, informal teaching of :parenting
skills.
P -2a
i
i
v 551
I ( ,
r -
c) Please discuss your agency's fund raising efforts, if applicable.
Grant applications, participation in the Hospice Road Pace,
requests to service.clubs and church groups, bake sales, sale of
an International Cookbook.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters.the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
... Units of Service 24
1. -How many residents of Johnson County ('including Iowa City and
Coralville) did your agency serve during your last completed
budget year?'
a) Duplicated Count 16,869 Year MG
b) Unduplicated Count 1,041
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 14,809
b) Unduplicated Count 781
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 640
b) Unduplicated Count 24
4. How many units of service did your agency provide to Johnson
County residents last year? 16,869
5. Please define your units of service.
DUPLICATED COUNT OF INDIVIDUALS IN CCDI'PACr WITH THE CENTER'S SERVICES.
FOR FY86.:
RECREATION: 2,816 contacts EDUCATION: 2,540 contacts
FOOD & NUTRITICN: 5,407 contacts OUTREAGI: 4,933 contacts
COUNSELING & CHILDCARE
SUPPORT: 383 contacts COORDINATION: - 810 contacts
P-3
552
Eae� /�a3
Wi
II
1
r -
c) Please discuss your agency's fund raising efforts, if applicable.
Grant applications, participation in the Hospice Road Pace,
requests to service.clubs and church groups, bake sales, sale of
an International Cookbook.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters.the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
... Units of Service 24
1. -How many residents of Johnson County ('including Iowa City and
Coralville) did your agency serve during your last completed
budget year?'
a) Duplicated Count 16,869 Year MG
b) Unduplicated Count 1,041
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
a) Duplicated Count 14,809
b) Unduplicated Count 781
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 640
b) Unduplicated Count 24
4. How many units of service did your agency provide to Johnson
County residents last year? 16,869
5. Please define your units of service.
DUPLICATED COUNT OF INDIVIDUALS IN CCDI'PACr WITH THE CENTER'S SERVICES.
FOR FY86.:
RECREATION: 2,816 contacts EDUCATION: 2,540 contacts
FOOD & NUTRITICN: 5,407 contacts OUTREAGI: 4,933 contacts
COUNSELING & CHILDCARE
SUPPORT: 383 contacts COORDINATION: - 810 contacts
P-3
552
Eae� /�a3
Wi
6. In what ways are you planning for the needs of your service
population in the next 5 years?
1) Encourage more resident input and involvement in the delivery of
services
2) Broaden volunteer pool
3) Expand funding sources
4) Network with other hurtan services agencies
5) outreach to other low income neighborhoods in Iowa city
6) Expand physical space
7. Please discuss any other problems or factors relevant to
your agency's programs, funding or service delivery.
The major problem with the center's funding and delivery of services has been
a lack of continuity. The center has traditionally supplemented local funding
with grants. Many grants are:for one,year only, -the center has difficulty t
maintaining the program after the grant expires..,
Since the center relies heavily on University volunteers, programs are
interrupted during semester and sumrer breaks when students are not available
.. .. _. 1
to -volunteer at -the center.
8. List complaints about your.services of which you are aware.
Physical space_ limitations. .
9. Do you have a waiting List or have you had to turn people
away for lack of abilitj to serve them? What measures do
you.feel can be taken to resolve this problem?
;Is do not have a waiting list of persons waiting for services, however
we do limit the number of activities children are allowed to participate
in a week, this is due largely to our limited amount of space at the center.
How many people are currently on your waiting list?
WA
10.In what way are your agency's services publicized?
1) Monthly newsletter to residents and Johnson county agencies
2) Releases in local newspapers
3) .Johnson County Services Directory
4) United Way pangphlet
5) Flyers on bulletin boards around town
6) Cable Television
7) Speaking Engagements P-4
553
/9a3
w
i
AGENCY GOALS FORM
Agency nage Willcwcreek Neighborhood Center Year 1987
t
GOAL: In 1987, to provide immediate self help and support services to the diverse
population of Pheasant Ridge (Mark IV) and other resicents of Johnson county.
Cbjective A: Maintain the quality, range and levels of all current services,
including:
English as a second Language Classes
International Preschool
Structured Afterschool Activities for Children
Emergency Assistance
Short Term and Crisis Counseling
information and Referral
Food and Clothing Distribution
Special Events/Seasonal Parties
Food Buying Cooperative
Weekly Transportation to the Grocery Sarre, with childcare
Weekly Parent -Tot Activities
Weekly Childcare Cooperative
Monthly workshops/Education Programs with Childcare
Parent Support Group
Outreach and Home visits
Outreach to Foreign Born
international Cooking Class
Tasks: 1. Maintain a pool of fifteen volunteers to assist with the
Afterschool Program and programming for preschoolers
2. Actively involve a minimum of ten Pheasant Ridge residents
in the ongoing weekly delivery of services at the center
3. Sponsor Field Experience and Practicum students from the
School of.Social Work
4. Sponsor Interns from the Recreat=onal Education Depxartmint
5. Have current information of comnuuity resources readily
available
6. Continue distribution of Salvation Army Vouchers, USDA
camodities
7. Continually Brainstorm for new, creative ways for residents
to participate and contribute to the comauuity
objective B: Further expand the services offered to more fully meet the
preventative social needs of individuals and families in
Johnson county, by providing:
554
M
If 403
-1
r
Information on parenting, informally through rolemodeling
and also through formal presentations
Increased Outreach to isolated individuals or ±hose with
special needs (ie. Single parents, Foreign born)
Creative programning for older youth as an alternative to
substance abuse
Tasks: 1. Maintain Childcare Coordinator to facilitate parent-
child programs
2. Use staff and volunteers to do more homevisits to the
isolated and needy, encouraging their involvement in
the center's activities
3. Utilize the services of staff from MKCA, United Action
for Youth, Heritage Cable Vision,
4. Network with ageicies such as Women's Resource and Action
Center, Rape Victim Advocacy Program, Domestic Violence
Project, Lutheran Social Sarvices
5. Network with agencies such as Iowa Bureau of Refugee
programs, Department of Human Services, Sob Service of
Iowa, Vocational Rehabilitation
Cbjective C: Build positive and constructive relationships between the
neighborhood center, Pheasant Ridge residents and management to
enhance the living environment of residents.
TaskA: 1. Regular communication between the project's manager
and the neighborhood center's, erector
2. Mediate and encourage communication between management and
residents
3. Continue to have good working relationship with the
project owner and management.
4. Advocate on behalf of residents when appropriate
Objective D: Begin ground work to develop a greater network among low income people
of Johnson county, working towards the ultimate goal of exPar g service
servi (as to other lea income neighborhoods.
Tasks: 1. Assess needs in other law income neighborhoods, and
2. Estimate cost of expanding various services
3. Recruit Social Work students interested in this project
4. Explore funding possibilities
555
01
RESCUR=S NEEDED 117 ACCaVLISH TASKS
1. 2.25 paid professional staff
2. .25 Acrkstudy employee
3. a minimum of 25 resident, student and other volunteers
4. 3 bedroom apartrrent at Pheasant Ridge, use of ccmmnity room in the
rear of the management building
5, one telephone and answering machine I ;
6. one 12 passenger, handicapped equipped van and full insurance
7: Professional liability' insurance �.
8. consumable supplies .
i
. .. - .COST OF PROGRAM _1
(not incl a strative costs)
FY 88:: $30,006
FY 87: $34,499
EY a8L $38,649
i
;
i
t
0
'HUMAN SE3VICE AGENCY 3UOG-cT FORM OIRECTOR: Gilliam H�cart�
CITY OF CORALVILLE AGENCY .`LAME: Youth xomev. ..,,.
JOHNSON COUNTY CITY OF IOWA CITY ADDRESS: _p.o. eox 324, rowa city
PHONE: 337-4523
UNITED 'WAY OF JOHNSON COUNTY COMPLETED BY: william Hccarty
APPROVED BY BOARD:
CHECK YOUR AGENCY'S BUDGET YEAR on 10/10/86 horized stgna[ur
1/1/87 - 12/31/87 x (date)
4/1/87 - 3/31/88
7/1/87 - 6/30/88
10/1/87 - 9/30/88
COVER PAGE
Program Summary: (Please number programs to correspond to Income + Expense
Detail, i.e., Program 1, 2, 3, etc.)
I. Youth Emergency Shelter -provides emergency and short-term residential
care, counseling, and supervision to children who are runaways, kick -
outs, or have been removed from their family homes.
2. Girls Group Home -long-term residential treatment for females, ages __-
14-17, who are physically or sexually abused, neglected, emotionally
disturbed, or behaviorally disordered. _
3. independent Living -assists youth, ages 16 1/2-18, in establishing
themselves as self-sufficient adults. provides counseling, intensive --
supervision,:and teaches specific skills needed to function successfully
as an adult.
Local Funding Summary: 4/1/85 -
3/
United Way of Johnson County °o" nye tnctm. S
CMtpna[N 9tr,n9 0
FY 86
City of Iowa City SEER MET S 0 -
Johnson County SEE BUDGET
PAM 9 S cc Il
City of Coralville -TS
,Z,t%
�
4 I •`
1
)011@031M
I S o I5 7.
FY 87 FY 88
S o S
5
S o IS
557
Inc.
u % 1943
SCC."E 'E—I'll-
AGENCY: Youth Homes, Inc,
AMAL THIS 1E. -,R
LAST 'IEA P'0JEC:c
EUOGE73- AC;1f;I.
HENT vE.'
RGan ;•I
ocal funding sources(List below 56 124
. Johnson County 56 124
55 400
55 400
55 400
11,000
10,000
45 400
45.400
4.625
. City of Iowa City
0
0
0
. United 'day o
[e.
0
5,625
1,000
4,625
. City of Coraiville 0
0
0
f.
Z. state, Federa l,Fdundaii ons (List) 226,307
1198.750
253,848
60,080
62 500
114,420
a•OHs POS contracts226 303
189 000
249,848
60,080
60,500
112,420
b• CJJPA 0
8 7 0
(school breakfast
C* Dept. Edand lunch)
I.nnn
000
d. JTPA - 4
0
0
3. Contributions/Donations 2 037
a. United flay Oesignated Giving 1,268
1 420
1,300
1 420
1.300
1 420
1,300
b. Other contributions 769
120
120
120
a. Soecial events(List below) 0
I.C. Striders Hosplce
a•Road Race o
500
500
Soo
Soo
500
500
b.
C.
S. Net sales -services
0
6. Net sales -materials
0
7. Interest income 16
o
0
0
S. Other(List below.including mist.; 2,903
2,585
0
0
a. Willowind 1,085
1,085
b. Miscellaneous 10
0
C. Credit Write offs 1 so
UL.
0
TOTAL INCOME (Show also on page 2,
line lb) 287,387 258,655
316,793
73,000
107,900
119 045
Notes and comments:
3
559
/90 3
a
I
Youth Homes, Inc.
!Continued) .
PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM PROGP;ld
3 4 5 5 7 g
1. Local funding sources(List below) 0 ^I
a, Johnson County
0
b. City of Iowa City
0
c. United way
0
d. City Of Coralville
0
e.
f �
2. State,Federai,Foundations (List) 16.848
a. olis pas contracts
16 848 j
b
C.
d•
3. Contributions/Donations
a• United day Oesignated Giving
— b. Other contributions
4. Special events(List below)
.C. Striders Hospice
a•Road Race
b,
6. Net sales -materials
7. Interest income
8. Other(List below,including misc.
TOTAL INCOME (Shall also on page 2,
line lb) 16,949
Notes and comments:
Eo@�
560
3a
/'A3
=..r 1•'�• �^� - AGENCY: Youth Homes, Inc.
ACTUAL I THIS YEAR I SUCGET"cDPROGRAI4 PROGRA:I
AST YEAR PROJECTED NEXT YEAR 01iI11 1 2
I. Salaries
185,264
174,333
190,078
41,733
67,152
2. Employee benefits d taxes
36,341
35,516
44,304
11,955
15,209
3. Staff development
430
250
1,830
150
720
1120
4• Professional consultation
756
0
". Publications/Subscriptions
52
100
360
120
120
6. Dues 3 Mempershics
950
1,200
1.200
7.i Rent
18,400
18,400
be 780
1,980
0
16,800
8. Utilities
5,639
6,200
7,020
0
3,000
4,020
'9.' Telephone 'and pager
3,080
3,250
4,176
1,536
1,320
1,320
0. 'Office supplies b postage
1.748
1,250
2.220
2,220
1. Equipment purchase 8 rental
3,617
9,500
6,850
850
3,000 -
3,0001
2.. Equipment/Office maintenance
95
100
100
100
3., Printing 8 publicity
478
100
250
250
4.Local transportation
6,520
5,200
6,600
200
3,000
3,000
5.. Insurance
2 360
3,250
3,600
3,600
6--'; Audit
3,820
3,804
3,804
3,804
' 7. Interest
3,434
2,993
3,000
3,000
Other (specify): Food
12.055
10,200
10.000
5,000
5, 000
9' Client Assistance
2,751
4,500
5,880
.1,740
4020
O' ' De reciation .
524
500
1,200
240
480'"480
21.
Building Repair
4 212
3,500
7 000
3 500
3 500
221.Miscellaneous
-1,583
2,250
7,680
120
3,660
3,660
TOTAL EXPENSES (show also on
page Mine 24
292,993 1
286,902
325,932
73,058
107,901
128,481
Notes and comments: Miscellaneous includes such items as recreation, arts s crafts,
household supplies, linens, medical services, etc.
4
561
/yo3
E:(P5.'IOi'UEE '7EaL (Lantinuea) AGENCY: Youth Homes
Inc.
PROGRAM
3
(
PROGRAi•I
4
PRDGnn41
S
?ROGRAi1
6
PROGRAM
I 7
PROGRAM
6
1. Salaries
12 744
2. Employee benefits b taxes 2 74e
3. Staff development 240
4. Professional consultation
S.Publications/Subscriptions
6. Dues 3 Memoerships
7. Rens
8. Utilities
i
9. Telephone
10. Office supplies b postage
.I Equipment purchase b rental
12. Equipment/Office maintenance
13. Printing 3 publicity
14. Local -transportation
400
15. Insurance
16. Audit
17. Interest
18. Other (specify):
19. 'Client Assistance 120
20..:D reciation `
21. 'Building Repair
22• Miscellaneous 240
S. 11M°A
2
TOTALOPENSES P'M'M 16,492
-
Notes and comments:
562 v
4a
/903
AGENCY: Youth Homes Inc.
At-Icn nmceetmn o/ tnr mNenRce LAST YEAR itilS YEAR
563
5
SALARIEO POSITIONS :at�tiiiry cin rr t'"1'e a ,ne
Position Title /Last Name FTE'
Last I This ' Next
Year Year Year
See Page 5a .
NEXT '(EAR —
AC UAL PROdEC7ED BUDGET CHANGE
Total Salaries Paid 14.95
14.75
16.25
185,264. 174,333. 190,078 +9%
• °ul1•ttr ~V41eet: 1.0 • Full•tler:.3 • "ale•tlut 4".
RESTRICTED FUNDS (Complete detail,Forms 7 b 8)
Restricted by:. Restricted for:
-
N/A
MATCHING GRANTS
Grantor/Matched by:
N/A
IN-KIND SUPPORT DETAIL
Services/Volunteers
N/A
Material Goods
Space"Utilities, etc.
Other:, (Please specify)
563
5
�GE:ICY;
Youth Homes Inc.
uum ani,nmon al ,nr mrCrnnas wn+u, LAST YEAR
�w I..14" an nus ui,oua AC'' 11AL
SALAR M POS MONS
115 YEAR
PR0,1EC-ED
N8UO YEAR -
BUDGE: CHANGE
Positron i{t;e / Last lamein
FTE*
No cha("
base
Last This '
Year Year Year
Pay
j
Ex. Director/McCarty 1 1 1
Sec/Bookkee er/Emerson I ,75 .75 ,75
Caseworker/0'Le I
§ 1 1 1
Shelter Coord a an 1 1 1
Grou Home Coord/L an 1 1 1
Even Supervisor/Basanin 0 1 1
Even Su ervisor/Ka rich p 1 1
Childcare/Hart0
1 1 1
Childcare/Firschein I
1 1 1
Childcare/Bales '.4 I .4 •5
Childcaze/Helmka ,q I.4 I •5
Childcare Snider I I
.4 '4 •5
Childcare/vacant 1 I 0 1
Childcare Chval 1 I 1 1
Childcare/Brooks I I
1 1 1
._ nker 1
Childcare/S ahr I .4 I .4-
•5
.4I
'4 •5
Childcare/Buckanaga 1 1 1
Childcare/vacant I .4 I 0 0
Childcare/vacant 4 I 0 0
Childcare/vacant
*Fu TI-tlme egUIVarent 114.95 14.75 16.25
1.0 * Full-time; .5 ■ Half --time; etc.
19,762
,..
12,820
13'342
10,074
9,528
8,802
5,917
11 682
3,656
1,909
7,394
11,478
91889
8 268
3,709
-3,057
8r205
2,815
3,656
4,157
0
18,750
12 840
744
13,800
9,456
11,160
16,032
9,456
9,456
5,383
3,494
3,494
9,456
9,456
9,456
9 456
3.4944
3,494 '
9,456
0
p
p
0
28,933
12,840
12 744
13,800
10,176
11,160
10,032
9.456
9,456
6,729
4,368
4,368
9,456
9,456
9,456
9 456
4,368
,368
4,368
9,456
0
0
0
0
.
4-i�'c �^� 86
0
p
p f
esponsib li
n ec
0 1
p
p
p+
p*
0* ,
0
p
-p
p
p*
p*
p
185,264 174,333 190 078
'
Sa
r9�
�°Q�
564
/��3
W
ar••r_ 7 2E7; !L
^u•.•�
vo„ h HomPc
Tn
TAXES AND PEflSONNEL BENEFITS
ACTUAL
LAST Y_AR
irflS '!EAR
PPD EL -EO
BUDGETED
(List Bates for Next Year)
405
960
IERT vR
Retirement I N/A e X S
1 ental S 83 per mo.: - inoiv.
Health Ins. I Der mo.: 2famiIy
TOTAL 36,341
35,516 I
44,304
FICA I 7.15 S X S190,078
13,247
iZ,4b313,591
Unemo ovment Como.- 6.6 '. X 5190,078
9,075
11,506
12,545
95
405
960
Worker's Como. rated a x S 960
Retirement I N/A e X S
1 ental S 83 per mo.: - inoiv.
Health Ins. I Der mo.: 2famiIy
0
0
0
13,924
11,140
17,208
0
0
0
Disability Ins. I N/A X S
Life Ins. I S N/A Der month
0
0
0
Other - I N/A X
0
0
0
X S
How far below the Salary Study Committee's
recommendation is your director's salary?'
21,916 - 30,682 -
2,154
NA
0
Sick Leave Policy: Maximum Accrual 192 hours
18 'days per year for yearsall to
days per year for year to —
Months of Operation During Year: 12
24 hours per ay
Hours of Service: Jba Pays par yc=
Vacation Policy: Maximum Accrual No hours
to days per year for years o to 2
days per year for year 3 to a
Holidays:
7 days per year.
Work Week:
Does your staff frequently
Now do you compensate for overtime?
work more hours per week
than they were hired for?
x
time off none
Yes x No
time and other (specify)
a half pay
DIREC-OR'S POINTS b RATES STAFF BENEFIT POINTS
Comments:
Retirement o $_(Mon. Minimum Maxomum
Health Insurance 24 $ 1�Mon. o 24
Disability Ins. $ /Mon. o
Life Insurance $ _mo. 0
Dental Ins. $=/Mon. o 4
Vacation Days =Days�—
Holidays T =Days --7—
Sick
rSick Leave =_ Days
POINT TOTAL 68 35 6s
6
565
/9s3
REQUEST FOR ADDITIONAL FUNDING - JOHNSON COUNTY
The Johnson County Board of Supervisors has directed that agency requests
for Johnson County funding for FY88 may not exceed the FY87 funding level.
If your agency's needs make additional County support imperative, this
sheet may be used to detail the additional funds requested.
NOTE: All figures must be for FY88 (July 1, 1987 to June 30, 1988). For
further direction, see budget instructions page 23.
AGENCY: Youth Homes, Inc,
ADDITIONAL FUNDING REQUESTED: f' 9,437 I PROGRAM: Girls Group Home
EXPENSE CATEGOSalaries 4,134
RIES: Benefits 568
Miscellaneous (Recreation,prts s Crafts) 750
- - - Staff Development 720
Client Assistance (Clothing 6 Allowances) 1,265
Equipment (and Furniture) 2,000
EXPLANATION:
The above items are needed to upgrade the quality of the program at the girls group
home. The salaries and benefits are for one pert -time childcare worker to provide
double coverage when there are 6 or more girls in the house, and single coverage when
other staff are sick or on vacation. The other items are self-explanatory.
The budget was constructed around a minimum acceptable'level of programming, and based
-upon known and anticipated costs. Given the changes needed in Youth Homes' programs, and
the poor condition of the agency's facilities and 'equipment, a "maintenance of effort"
budget is simply not realistic at this time. The amounts listed above are included in
the budget.
ADDITIONAL FUNDING REQUESTED: S- I PROGRAM:
EXPENSE CATEGORIES:
EXPLANATION:
G
566
/903
i
W
Agency: Youth Homes, Inc.
AGENCY HISTORY
(Using this pageonly, please summarize the history of your agency,
emphasizing Johnson County, telling of your purpose and goals,
Past and current activities and future plans. Please up -date
annually.)
.:Youth Homes, Inc. began as Youth Emergency Shelter, Inc, in December of
1972. From 1972 until 1976, the agency provided only emergency shelter
care. In 1976 the agency .was reorganized and renamed Youth Homes, Inc.
:.Youth -Homes, ,Inc, took over operations of the Iowa City Girls Group Home,
which had been run by Johnson County Probation Office. In 1976,under a
..grant from the Law Enforcement Assistance Administration, the operation
.. of the;Johnson;County. Boys Group Home began._.In 1979, with the.enactment
of the new.Juvenile_Code of .Iowa, Youth Homes, Inc, ceased operation of
the Youth Emergency Shelter and began operating Washington House Group
Home for Southeast Asian refugees. Also in 1979, an Independent Living
Program was developed. In 1980 the Johnson County Boys,Group.Home was
closed due to.a-reduction of the, client population.. In the.,beginning of
1983, the Washington House refugee program was phased outand the agency
.provided.co-educational services at Washington House and Ronalds House.
^ In 1984 Youth Homes, Inc. experienced some incidents that reduced its
.J1 effectiveness to provide services and was forced to.close Ronalds House
Group Home. Steps were taken to maintain the agency until contract and
licensing processes could be completed to'reopen Ronalds House as Youth
Emergency Shelter (YES) care. YES provides temporary care for six (6)
adolescents with the shelter placement limited to thirty (30) days.
Washington House was converted from co-ed to all -girls in 1985;
In 1986 Youth Homes, Inc. made a major philosophical shift in its
approach to child welfare services. The programs will be more struc-
turedo:and:millmake'greater' use of community resources than in the
past. The agency has made a recommittment to meeting local needs, and
working more closely with local referral sources. Finally, the Board of
Directors is committed to aggressively seeking other revenue sources.
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ACCOUNTABILITY QUESTIONNAIRE
A. Agency's Primary Purpose: To provide quality child welfare services to
the children and families of Iowa City, coralville, Johnson and surround-
ing counties.
r
B. Program Name(s) with a Brief Description of each:
Youth Emergency Shelter -provides emergency and short-term residential care,
counselling and supervision tochildrenwho am runaways; -kick -outs, or
have been removed from their family homes.-
Girls Group Home-long-termresidentialtreatmentfor females, ages 14-17,
who are physically or sexually abused, neglected, emotionally disturbed,
or behaviorally disordered. _
Independent Living -assists youth, ages 16-1/2-18, in establishing them-
selves as self-sufficient adults. Provides'' -counselling,: -intensive super-
vision, and teaches specific skills needed to function successfully as
an adult... - - ..... ..,._., .
C. Tell us what you need funding for.
1. To fund the difference between actual costs -of services and the
reimbursement rates paid by DHS. - -
2. To pay costs of services provided to non -DHS eligible clients.
D. Management:
I. Does each professional 'staIsis person have a written job description:
Yes •x No
2. Is the agency Director's performance evaluated at.least yearly?
Yes. x No By whom? eoard of Directors
E. Finances:
1. Are there fees for any of your services?
Yes x No
a) If "yes°, under what circumstances? Pees established by DHS.
DHS contracts forbid the agency from collecting fees directly
from DHS clients.
b) Are they flat x sliding ?
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c) Please discuss your agency's fund raising efforts, if applicable.
Youth Homes is beginning an aggressive fund raising program. We
will be actively participating in all United Way fund raising ac-
tivities. We are seeking financial assistance from a variety of
private foundations, corporations, and from individuals. We are
also actively seeking government grants.
F. Program/Services:
Example: A client enters the Domestic Violence Shelter and stays for
14 days. Later in the same year, she enters the Shelter
again and stays for 10 days: Unduplicated Count 1
Duplicated Count 2
Units of Service 24.
1. Now many residents of Johnson County (including Iowa City and
Coralville) did your agency serve during your last completed
budget year?
a) Duplicated Count 53 Year IOn5
b) Unduplicated Count 44
2. How many residents of Iowa City did your agency serve during
your last completed budget year?
l a) Duplicated Count 2e
J b) Unduplicated Count 23
3. How many residents of Coralville did your agency serve during
your last completed budget year?
a) Duplicated Count 3
b) Unduplicated Count 3
4. Now many units of service did your agency provide to.Johnson
County ,residents. last year? 664
5. Please define your units of service.
Group and Shelter Caret 1 unit=l day of residential care
Independent Livings 1 unit=l hour of face-to-face contact
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6. In what ways are you planning for the needs of your service
population in the next 5 years?
*By establishing close working relationships with other youth -serving
agencies.
*By developing a long-range agency plan.
*By becoming more involved in the community.
By studying relevant demographic and statistical data.
7. Please discuss any other problems or factors relevant to
your agency',s programs, funding or service delivery.
*Constantly changing client pool. Ages, needs, and gender change
continually. -
*DHS reimbursement rates do not cover actual costs of service,
8. List complaints about your services of which you are aware.
Poor facilities.
Inadequate program structure.
Non-cooperative attitude toward referral agencies.'
Unwillingness to respond to legitimate local needs and/or concerns
Incompetent staff.' ..
Disruptive clients. -
9. Do you have a waiting list or have you.had to turn, people
away for lack of ability to serve them? What measures do
you feel can be taken to resolve this problem?
Yes, occasionally in Shelter care we have to turn referrals away
because we are at capacity (6 youth), Solution is a larger, more
flexible facility.
Now many people are currently on your waiting list?
None
10. In what way are your agency's services publicized?
Through mailings and direct contact with referral sourcest pri-
marily DHS, Juvenile Probation Officers, Juvenile Court Judges,
and United Action for Youth.
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Youth Homes, Inc.
F.Y. 1987-88 Program Goals and Objectives
Goal I: To improve the quality of the agency's programs.
Objective At To complete the revision of each program description.
Criteria: Completed program narratives.
Objective Bt To complete the revision of staff manuals of policy and
procedure.
Criteriat Completed manuals.
Objective C: To provide at least six training sessions for each staff
person.
Criteriat Record of staff training provided and attendance.
Objective D: To complete revision of all agency job descriptions.
Criteria: Revised job descriptions.
Objective E: To accurately and comprehensively evaluate ,each employee.
Criteriat Written evaluations.
Objective F: To increase budget to provide adequate staffing and
operating funds.
Criteria: Comparison of dollars needed to amounts received.
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Goal II: To assure that the agency's services meet local needs.
Objective A: Maintain regular communication with collateral agencies.
Criteriat Record of contacts with DHS, Juvenile Court, Juvenile
Probation, schools, UAY, MECCA, Mental Health Center, etc.
Objective Bt At least one-half of all admissions are Johnson County
residents.
Criteria: Home addresses of clients admitted.
Goal III To improve the financial stability of the agency.
Objective At Reduce agency debt by at least one-half.
Criteriat Debt as of 7/1/87 vs debt as of 6/30/88
Objective B: Establish at least 3 new funding sources.
Criteriat Number of new funding bodies.
Objective Cs Maintain sufficient funds in the bank for at least 2
month's operating expenses.
Criteriat Agency's monthly bank statement.
Objective Dt To maintain an average of 75% occupancy in all programs.
Criteria: Average daily population.
Goal IV: To improve the physical environment of the residential programs.
Objective A: To acquire, renovate, or build appropriate residential
facilities.
Criteriat Budget, plans, and expenditures for building improve-
ments.
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Resources Needed:
1. Three full-time administrative staff (executive director, program director,
secretary/bookkeeper) -
2. One full-time caseworker.
3. Six full-time and four part-time youth workers.
4. Four full-time residential supervisors.
5. Eight student interns and/or volunteers.
6. One full-time teacher (AEA)
7. One large or two smaller residential facilities.
8. Two vans for transporting residents.
9. Office space for four people.
10. Appropriate insurance.
11. Office computer.
12. Appropriate.household.and.office furniture and equipment.
13. Four telephone lines and-onepager.
14. Appropriate educational, recreational, arts and crafts materials, supplies,
and 'equipment. ...
cost of Programs
1. Capital.expendituress. $225,000
2, program expenditures: $255'554 in 1982
$240,905 in 1983
$251335 in 1984
$292,993 in 1985
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