HomeMy WebLinkAboutPeople's Self-Help Housing Corporation HSG 2024-25 ApplicationHuman Services Grant Application
2024-25 Application Questions
Part 1 Basic Information
1. Organization Name *
People's Self-Help Housing Corporation
2. Fiscal Agent (if different than above)*
N/A
3. Project/Program Name *
SLO Supportive Housing Program for Low-Income Households
4. Requested Amount *
20000
5. Name of Person Completing Application *
Forrest Eastham
6. Name of Person for Grant Communication and Contract for Grant Cycle (if different from above)*
Forrest Eastham
7. Organization Mailing Address *
People's Self-Help Housing
8. Phone *
8055482345
9. Email *
grants@pshhc.org
Part 2 Organizational Information
1. Purpose/Mission Statement *
We build permanent, supportive housing with site-based services that offer opportunities to change lives and strengthen communities on
the Central Coast of California.
2. Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
Serving the central coast for over 53 years, PSHH owns 54 affordable supportive housing properties throughout Santa Barbara, Ventura,
and San Luis Obispo counties. PSHH developed and manages each of these properties, and provides supportive, onsite services, without
charge to residents. PSHH provides a number of services to residents, onsite where they live, designed to help residents enhance housing
and home stability and improve student outcomes. These include the Supportive Housing Program, which provides in-house social workers
who serve residents through clinical case management, and it includes the Community Building and Engagement Program, which promotes
community ties, provides health education and screenings, and administers adult educational services that grow employment attainment
and retention skills and financial literacy. Onsite services also include the Education Program, which has been in operation for over 20 years,
providing 220 days of math, literacy, and socio-emotional education to students from kindergarten to eighth grade and college prep and
retention services to students from the high school level until they complete their time in higher education.
We are operated by a twelve-member Board of Directors and a five-person Corporate Officer team. The Board meets once every two
months, reviewing financials and providing governance. As a recipient of over $750,000 per year in federal funds, PSHH is consistently
required to complete an annual Single Audit.
3. Name of Executive Director *
Kenneth Trigueiro
4. Name of Board President or Chair *
Shelly Higginbotham
5. Number of paid staff (full or part-time)*
220
6. Number of volunteers *
120
7. Describe the community(ies) your organization supports *
PSHH supports low-income households in San Luis Obispo, Santa Barbara, and Ventura counties through the provision of permanent,
supportive, low-income housing. We have properties and units set aside for low-income households, seniors, people living with disabilities,
veterans, farmworker households, and people transitioning out of homelessness.
8. Approximate Annual Budget *
$14567928
9. Major Sources of Funding *
NeighborWorks America
The Duncan Group
HUD
Fee for service
Part 3 Project/Program Information
14. In the table below include a minimum of four (4) metrics or performance outcomes that
relate to the implementation/success of the project. Examples include: # of SLO City
residents served, # of referrals provided to individuals seeking social services.
Methods of Evaluation Indicators of Success / Measurable Outcomes
Tracking households served.65 households will be served during grant period.
Tracking housing stability.98% retain housing 6 months after initiating services.
Resident history review in Resident Management software.No households served will be evicted.
Tracking growth in household financial, family & health stability
and the means to reach them.
At least 50% of client households will increase financial, family,
and/or health stability.
1. Please provide an executive summary of proposed project/program *
San Luis Obispo SHP, led by Catherine Manning, LCSW, offers clinical social services to enhance residents’ well-being and success. Services
are provided on weekdays onsite where residents live and include critical transportation support, financial stability assistance, and access to
the resident emergency assistance fund. Social workers maintain confidential records of client services and outcomes. New residents
receive information about SHP services from onsite Residence Managers, who also offer additional outreach when residents face specific
difficulties. Financial support for this program comes from NeighborWorks America and GIA funds through the Community Foundation of
San Luis Obispo.
SHP staff is certified in trauma-informed practice, a treatment framework that allows providers to understand, recognize, and respond to
the effects of all types of trauma while emphasizing physical, psychological and emotional safety for both patients and providers. These
practices assist survivors in rebuilding control and empowerment.
This program will provide an average of 16 hours of service every week benefitting PSHH’s San Luis Obispo residents. New residents receive
information about SHP services upon move-in from Residence Managers, who live onsite. Managers also provide additional outreach
whenever a resident speaks to them about a particular difficulty with which social workers could assist.
2. Total Project Cost?*
$90,000.00
3. Requested Project Amount *
$20,000.00
4. Please provide a detailed description of proposed project/program *
PSHH is requesting funding for the Supportive Housing Program (SHP) at our four affordable, supportive properties for low-income
households in the City of San Luis Obispo.Clinical case management services are provided by licensed and associate clinical social workers
and marriage and family therapists (LCSWs, ACSWs, LMFTs, and AMFTs) to assist low to moderate income persons in need of food, shelter,
clothing, health care and/or safety. Services address the housing, health care, accessibility, and service needs of low-income households.
This proposal addresses critical emergency, at-risk youth, elderly, and other underserved populations with services that preserve housing
and health care, preventing evictions and homelessness. Services are provided onsite, at the properties where residents live, at a social
worker ’s office or in resident’s homes. Virtual services are also available as needed.
Through SHP, in-house, Spanish/English bilingual/bicultural clinical social workers prevent homelessness by co-developing case
management plans with clients and developing wrap-around services that stabilize households and residents and help them build personal
resiliency. Most SHP efforts enhance health and financial well-being by connecting residents to crisis intervention, health insurance, health
care, emergency financial assistance, nutritional security, education services, financial literacy, translation and interpretation, critical
transportation, and homelessness prevention.
Outreach is provided at time of move-in to all new tenants via on-site property managers who are responsible for new resident intake, rent
collection, and processing maintenance requests. Property managers also provide outreach when residents communicate about household
challenges. Household utilization of SHP across the organization stands at 55% over the previous 12 months.
SHP’s social workers act as advocates for residents who must interact with property management, whether due to lease violations, non-
payment of rent, or any other tenant-landlord disagreement. In instances where non-SHP households are in danger of eviction, SHP social
workers provide outreach to offer services. Acceptance of services is optional and never required for continued tenancy.
5. Describe the community/population the project/program will support.*
The program will support low-income households in the City of San Luis Obispo through the provision of permanent, supportive, low-
income housing. We have properties and units set aside for low-income households, seniors, people living with disabilities, veterans,
farmworker households, and people transitioning out of homelessness.
6. The HRC has identified homeless prevention including affordable and alternative housing, supportive services, and
transitional housing as the main funding priority. Does your grant request meet this funding priority?*
Yes
No
7. Which other priority of the non-ranked HRC funding priorities does your request support? Please check the appropriate
boxes:*
Hunger and malnutrition prevention
Supportive physical and mental health services for those in need
Services for seniors and/or people with disabilities in need
Supportive and developmental services for children and youth in need
Services encouraging diversity, equity, and inclusivity in marginalized communities
8. Provide timeline for project *
The grant-funded program is continuously ongoing. Clients already receiving services at the beginning of the grant period will continue to
receive services after the start of the grant period. New clients will be on-boarded as they request services. Service schedules are tailored
for individual clients. PSHH will submit grant reports as required by the City.
9. Identify any partnerships/collaborations that are supporting this project/program and their roles *
Department of Social Services. Provides access to public social services.
Housing Authority of San Luis Obispo. Provides access to Section 8.
Food Bank. Connects clients with nutritious food.
Noor Clinic. Provides health care services to clients.
10. Describe your plan for sustainability beyond the City’s one-year award funding *
The Supportive Housing Program has been operating at all PSHH properties for over 19 years, and PSHH is committed to continuing this
critical program into the future. PSHH raises funds for the program via grant funding, individual donations, resident service fees charged to
the properties where residents live (although residents are never charged for services), and fee-for-service contracts. When a programmatic
budget gaps occur, PSHH supplants draws from organizational reserves, which are typically maintained for the establishment of new
affordable housing on the Central Coast.
11. Describe the plan for promoting this project, program, or service within the City of San Luis Obispo *
Outreach is provided to new residents at time of move-in through program collateral and during new-resident interviews. Residents are also
provided program referrals by on-site property managers anytime a resident discusses household difficulties with the managers. Resident
word of mouth is also a very effective means of outreach for this program, evidenced by a year-over-year rate of household utilization of
the program of more than 55%
12. Est. Number of people served through this project/program *
170
13. Est. Number of SLO City Residents served through this project/program *
170
Attachments
Copy of Organization’s most recent complete fiscal year financial statement (for the previous year because it is the
middle of the current fiscal year) including a statement of financial position/balance sheet, statement of revenue &
expenses/income statement, profit & loss.
Financial Statement *
PSHH Audit FYE23 truncated 5mb.pdf 1.84MB
1-page Organization Chart *
Corp Org Chart May 2023.pdf 154.28KB
Document Certifying Federal Tax-Exempt Status *
PSHH 501c3 Tax Exemption Letter 12.21.pdf 90.48KB
1-page detailed budget for the program including how the total requested amount of grant would be spent.
Budget *
PSHH SHP Estimated Budget City SLO FYE25.xlsx 90.45KB
1-page DEI statement that includes:
Applicants’ understanding and application of DEI
Affirming language that creates access and a sense of belonging in our community apart from grant
Explain how this project will advance DEI in the City of SLO
DEI Statement *
PSHH Equity Statement.pdf 25.34KB
Executive Admin &
Events Manager
[Gabrielle Miller]
Events Coordinator
Director of Property
Management
[Jane Renahan]
Director of Compliance
[Liz Smith]
Interim Director of
Education
[Kris Reed]
Director of
Neighborhood
Development &
Resident Services
[Rick Gulino]
Director of
Technology & Office
Operations
[Davis Foley]
VP of Home Ownership
[Sheryl Flores]
Director of Construction
[Todd Broussard]
Senior Asset Manager
[Candi Roberts]
Director of Human Resources
[Nicole Ramos]
Director of
Communications &
Resource Development
[Gillian Cole-Andrews]
Associate Property Manager Director
Facilities Manager
Portfolio Managers
Senior Property Managers
Property Managers
Assistant Property Managers
Senior Maintenance Supervisors
Maintenance Supervisors
Maintenance Technicians (I, II, III)
Janitors
Compliance Specialists
Senior Education Manager
Regional Coordinators
Distance Learning Coordinator
Training Coordinator
Lead Educators
Para Educators
Substitute Educators
College Club Consultant
Clinical Supervisors
Social Workers
IT Service Manager
IT Consultant
IT Technicians
Office Manager
Administrative Assistant
Receptionist
Associate Directors of MHD
Development Administrator
Administrative Development Assistant
Project Managers
Associate Project Manager
Project Coordinators
Real Estate Acquisition Manager
Construction Supervisor
Housing Specialist
Project Manager
Senior Construction Managers
Construction Manager
Construction Coordinator
Senior Construction Superintendents
Construction Site Superintendents
Assistant Construction Site Superintendent
Controller - Construction
Assistant Project Design Coordinator
Construction Administrative Assistants
Controller, Corporate
Assistant Controller
Senior Accountant
Accountants
Assistant Accountant
Financial Analysts
Controller, Properties
Financial Analyst
Senior Property Accountants
Property Accountants
Junior Accountant
Accounting Clerk
Asset Manager
Asset Management Analyst Payroll and Benefits Administrator
Recruiter
Human Resources Assistant
Grant Manager
Communications Manager
Donor Relations Coordinator
Grants Coordinator
Communications Coordinator
Organizational Chart
Board of Directors
Director of Accounting and Finance
Real Estate
Chief Real Estate Dev. Officer
[Veronica Garcia]
Director of Multifamily Housing Development
[Katherine Aguilar]
Corporate Operations
March 2023
Chief Executive Officer & President
[Ken Trigueiro]
Services
Chief Operations Officer
[Anna Miller]
Financial Operations
Chief Financial Officer
[Griffin Moore]
[Christi Ware]
Human Resources ManagerProject Manager II's
Social Worker IIs
Marketing & Occupancy Manager
DEI Advisor
Department of the TreasuryInternal Revenue >ScrvlccCINCINNATI OH <'t5999-0038In reply refer to; 0256<432597Dec. 22, 2021 LTR 'U68C 095-275015'i 000000 0000008958BODC; TEPEOPLES SELF-HELP HOUSINGCORPORATION1060 KENDALL RDSN LUIS OBISP CA 93401038765Employer ID number:Form 990 required;95-275015''*YESDear Taxpayer:We're responding to your request dated Dec. 15, 2021, about yourtax-exempt status.We issued you a determination letter in July 1971, recognizingyou as tax-exempt under Internal Revenue Code CIRC) Section 501(c)(03) .We also show you're not a private foundation as defined under IRCSection 509(a) because you're described in IRC Sections 509(a)(l) and170(b)(1)(A)(vi).Donors can deduct contributions they make to you as provided in IRCSection 170. You're also qualified to receive tax deductible bequests,legacies, devises, transfers, or gifts under IRC Sections 2055, 2106,and 2522.In the heading of this letter, we indicated whether youannual information return. If you're required to filemust file one of the following by the 15th day of thethe end of your annual accounting period;must file ana return, you5th month afterForm 990, Return of Organization Exempt From Income TaxForm 990EZ, Short Form Return of Organization Exempt From IncomeTaxForm 990-N, Electronic Notice (e-Postcard) for Tax-ExomptOrganizations Not Required to File Form 990 or Form 990-EZForm 990-PF, Return of Private Foundation or Section ft9^7 (a) (1)Trust Treated as Private FoundationAccording to IRC Section 6033(j), if you don't file ainformation return or notice for 3 consecutive years,required annualwe'll revokeyour tax-exemptnotice.status on the due date of the 3rd required return orYou can get IRS forms or publications you need from our website atwww.irs.gov/forms-pubs or by calling 800-TAX-FDRM (800-829-3676).If you have questions, call 877-829-5500 between 8 a.m. and 5 p .in . ,
0256432397Dec. 22, 2021 LTR <U68C 095-275015't 000000 0000008959PEOPLES SELF-HELP HOUSINGCORPORATION1060 KENDALL RDSN LUIS OBISP CA 93<^0llocal time, Monday through Friday (Alaska and Hawaii follow Pacifictime).Thank you for your cooperation.Sincerely yours,1^(4 ^y^Steve M. Brown, Operations ManagerOperations 3-CIN
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Restated
2022
Without Donor Restricted for Endowment
Restrictions Specific Purposes Funds Totals Totals
REVENUE, GAINS, & OTHER SUPPORT:
Grant/Contract Revenue $ 11,442,431 $- $- $ 11,442,431 $ 7,961,426
Interest and Dividend Revenue (Note R) 1,001,947 - 177 1,002,124 1,464,695
Rental Revenue 12,671,948 - 12,671,948 12,016,257
Contributions - 858,038 1,020 859,058 614,594
Non-Financial Asset Contributions 31,110 31,110 14,260
Other Revenue 1,153,588 - 1,153,588 808,613
Gain/(Loss) on Sale of Property (Note J) 133 - 133 1,600,544
Release from restriction 690,286 (690,286) - -
Total revenue, gains and
other support 26,991,443 167,752 1,197 27,160,392 24,480,389
EXPENSES:
Progam Services 22,543,251 - - 22,543,251 21,268,751
Supporting Services
Management and General 3,367,441 - - 3,367,441 2,541,012
Fund Development 513,991 - - 513,991 423,664
Total expenses 26,424,683 - - 26,424,683 24,233,427
Revenue Over Expenses 566,760 167,752 1,197 735,709 246,962
Additional Capital Contributions/Withdrawals 65,144 - - 65,144 -
Net assets at beginning of year 82,139,966 255,568 190,207 82,585,741 82,338,779
NET ASSETS AT END OF YEAR $82,771,870 $423,320 $191,404 $83,386,594 $82,585,741
WITH SUMMARIZED COMPARATIVE TOTALS FOR 2022
2023
With Donor Restrictions
PEOPLE'S SELF-HELP HOUSING CORPORATION
CONSOLIDATED STATEMENTS OF ACTIVITIES
FOR THE YEAR ENDED JUNE 30, 2023
See notes to financial statements
5
People's Self-Help Housing
Estimated project budget
1
REVENUES
Federal Grants
State/Local Funds
City of San Luis Obispo
County of SLO - ARPA
County of SLO - Preventive Healthcare (PHG)
0
Orgs/Corp/Foundation Grants
SLO Community Foundation
CenCal Health Grant
Total Grant Revenue
0
Supportive Housing Fees from Props
Property Service & Program Revenue
TOTAL REVENUES
EXPENDITURES
Salaries & Benefits
Independent Contractors
Professional Fees
Employment Services
Mileage
Travel
Workshops
Meals
Dues
Supplies
Postage
Computer Supplies
Telephone
Printing
Insurance
Advertising/Marketing
Miscellaneous
TOTAL OPERATING EXPENSES
Other Expenses
Capitalized costs
Indirect
0
Warranty Reserve
TOTAL EXPENDITURES
PSH H Equity Statement
PSHH is the longest-serving affordable housing provider on the Central
Coast of California, and our organization has, in alignment with its
mission, the responsibility to positively impact the lives of our residents
and team members through advancing equity, diversity, and inclusion
through our work, which currently include, but are not limited to:
• Building mindful communities that improve upon the issues of historic
and systemic racism, income inequity, and discrimination.
• Providing opportunities for learning and growth for our employees
through inclusion at all levels of the organization.
• Developing policies and procedures that guard our residents and
team members against unequal treatment, whether the treatment is
intentional or unintentional.
• Learning from and growing with our communities and team
members.
PSHH Board and team members hold ourselves accountable for
continuing to uphold these actions and maintain our vision for inclusion,
diversity and equity at PSHH and in the communities we serve.