HomeMy WebLinkAbout2025-03-25; City Council; 12; Draft FY 2025-30 Consolidated Plan and FY 2025-26 Funding Recommendations for the Community Development Block Grant ProgramDocusign Envelope ID: 3408A18D-EE73-4B5A-B90A-23C928B3DC36
Meeting Date:
To:
From:
Staff Contact:
Subject:
Districts:
March 25, 2025
Mayor and City Council
Geoff Patnoe, City Manager
Nicole Piano-Jones, Senior Program Manager
nicole.pianojones@carlsbadca.gov, 442-339-2191
CA Review CKM
Draft FY 2025-30 Consolidated Plan and FY 2025-26 Funding
Recommendations for the Community Development Block Grant
Program
All
Recommended Action
1. Hold a public hearing; and
2. Adopt a resolution approving the draft FY 2025-30 Consolidated Plan and the FY 2025-
26 Funding Recommendations for the Community Development Block Grant Program.
Executive Summary
The city receives Community Development Block Grant funds from the U.S. Department of
Housing and Urban Development each year. These grants are intended to help the city provide
decent housing and a suitable living environment and to expand economic opportunities,
principally for low-and moderate-income people.
A requirement of the grant funds is to adopt a five-year plan, called a consolidated plan, to
identify the city's housing and community development needs and priorities for CDBG funds.
The city is also required to complete a one-year plan, called an action plan, which identifies
specific projects for the upcoming year's CDBG funding in line with the priorities identified in
the consolidated plan.
The City Council is being asked to review both the draft FY 2025-30 Consolidated Plan and the
first-year draft FY 2025-26 funding recommendations.
The Housing Commission reviews and make recommendations to the City Council as related to
Community Development Block Grant funding. The Housing Commission met and reviewed the
draft consolidated plan and FY 2025-26 funding recommendations on March 13, 2025. The
commission approved the funding recommendations for incorporation in the
FY 2025-26 Annual Action Plan and recommended that the City Council approve the plan.
An overview of the Consolidated Plan and a summary of the applicants and the funding being
recommended is provided below.
March 25, 2025 Item #12 Page 1 of 578
Docusign Envelope ID: 3408A18D-EE73-4B5A-B90A-23C928B3DC36
Explanation & Analysis
Background
The city contracted with RSG, Inc. for assistance with the preparation of the draft FY 2025-30
Consolidated Plan (Exhibit 1, Attachment A). The city and consultant began data collection and
the outreach process in July 2024. The most recent and available data was obtained from a
variety of sources, including the American Community Survey, the state Housing and
Community Development Department and the federal Housing and Urban Development
Department.
Consolidated Plan FY 2025-30
This Consolidated Plan covers the period from FY 2025-26 through FY 2029-30. The priorities
identified in this Consolidated Plan will guide the use of CDBG funds in each of the five fiscal
years.
There are six priorities identified for this Consolidated Plan period:
Highest need
• Priority 1: Affordable Housing -Produce, preserve and provide services related to
affordable for-sale and rental housing.
• Priority 2: Homelessness -Increase interim shelter capacity and services, increase
access to case management and employment and benefits support, to help promote
self-sufficiency.
• Priority 3: Fair Housing -Contract with service provider to offer services to residents
promoting housing opportunities for all persons regardless of their protected class
status. Expand fair housing education with a focus on awareness of rights, promoting
inclusivity and reducing disparities to access.
• Priority 4: Planning and Administration -The city will utilize available CDBG funding to
implement the goals of the Consolidated Plan through delivery of various programs and
activities. The city will comply with reporting requirements of CDBG regulations and
monitor the use of CDBG funding to ensure eligible and effective use of resources.
Medium need
• Priority 5: Supportive Services -Increase supportive services for vulnerable groups, such
as seniors and families with low incomes, including access to services such as
healthcare, transportation and job training.
• Priority 6: Facilities and Infrastructure -Provide and improve facilities and infrastructure
that serve low-income persons and communities.
FY 2025-26 funding recommendations
For FY 2025-26, the City of Carlsbad will receive an estimated annual entitlement grant of
$550,741, of which:
• $82,611 is estimated to be available for public service activities
• $110,148 is estimated to be available for program administration and fair housing
services
• $357,982 is estimated to be available for affordable housing and facility improvement
activities
March 25, 2025 Item #12 Page 2 of 578
Docusign Envelope ID: 3408A18D-EE73-4B5A-B90A-23C928B3DC36
The City Council approved the FY 2025-30 Consolidated Plan draft priorities on Nov. 19, 2024,
(Resolution No. 2024-256), authorizing staff to issue a notice of funding availability and accept
applications for FY 2025-26 CDBG funds. The application period was approximately eight weeks
from Nov. 20, 2024 to Jan. 17, 2025. Seven applications were received from outside nonprofit
agencies for various services and projects. A brief summary of each application is provided in
this report and in Exhibit 2, and full applications are provided as Exhibit 3. The estimated
funding allocations are as follows:
Funding allocation breakdown
Public service activities (15% max) $82,611
Program administration and fair housing (20% max) $110,148
Affordable housing and facility improvement activities $357,982
FY 2025-26 entitlement grant $550,741
Summary of funding -public services
The CDBG funding available for public services is limited and heavily regulated, with significant
reporting and monitoring requirements. The city received four applications for public services
activities, totaling $224,222, which exceeded the estimated available amount by $141,611.
Because the CDBG funding available for public services is such a low amount -$82,611-but
requires a high administrative burden, city staff recommend that CDBG funding be used to fund
fewer service contracts, but in higher amounts, rather than spreading the limited resources to
all applicants.
City staff recommend allocating funding for two contracts for emergency rental assistance,
which are essential prevention components of the city's Homelessness Action Plan. This activity
is well suited for CDBG reporting, because the screening of potential clients already provides
the data necessary for CDBG reporting.
Considering the limited funding available for public services, city staff made their
recommendations based on the following criteria:
• Services that are identified in the Homelessness Action Plan
• Services located in the City of Carlsbad
• Organizations that have a strong capacity to adhere to strict administrative
requirements of federal funding
Funding fewer agencies with meaningful amounts is a recommended practice due to the time-
intensive process required to monitor each contract and activity. Of the four non-profit
agencies requesting CDBG funds for public services programs, staff are recommending the
Brother Benno Foundation and Catholic Charities not be funded through the CDBG program,
but through other funding alternatives identified in the Homelessness Action Plan's Funding
Plan. Staff's recommended approach still funds homeless services projects at the FY 2024-25
level with other funding sources and does not increase the amount dedicated for direct
homeless services from the General Fund.
March 25, 2025 Item #12 Page 3 of 578
Docusign Envelope ID: 3408A18D-EE73-4B5A-B90A-23C928B3DC36
. . Fy 2025-26 Fy 2025-26 Organization Program d d
Brother Benno's
Catholic Charities
Community Resource
Center
Interfaith Community
Services
I TOTALS
Rent/utility assistance/motel
vouchers/substance abuse
La Posada de Guadalupe
Shelter
Homelessness prevention
Carlsbad residents
Rental assistance, emergency
support, basic needs
request recommen e
$29,000 $0*
$30,000 $0*
$82,611 $23,611
$82,611 $59,000
$224,222 $82,611
*Brother Benno's is identified in the Homelessness Action Plan's Funding Plan to receive $10,000 from the city's
General Fund and Catholic Charities will receive $200,000 in state Permanent Local Housing Allocation funds for
these programs.
Brother Benno's
The Brother Benno Foundation is requesting CDBG funds to prevent and reduce homelessness
in Carlsbad through provision of rental/utility assistance, motel vouchers and a substance abuse
recovery program. The Brother Benno Foundation is located in Oceanside.
Funding request
Percent of CDBG funding
Consolidated Plan priority
Anticipated outcome
Staff recommendation
March 25, 2025
$29,000
Requested CDBG funds= 6% of program budget
Increase interim shelter capacity and services, increase
access to case management and employment and benefits
support, to help promote self-sufficiency.
60 households
Do not fund with CDBG. This service is an identified program
in the Homelessness Action Plan. Staff recommend
considering funding only as a back-up project if funding
becomes available. This program was approved for $10,000 in
funding through the city's General Fund as part of the
Homelessness Funding Plan, approved by the City Council in
January 2025.
Item #12 Page 4 of 578
Docusign Envelope ID: 3408A18D-EE73-485A-890A-23C92883DC36
Catholic Charities
Catholic Charities is requesting CDBG funds to support ongoing operations at La Posada de
Guadalupe. La Posada is the only emergency shelter located in the City of Carlsbad, which
serves men experiencing homelessness. In addition to providing overnight shelter year-round,
La Posada shelter provides daily meals, laundry facilities and supportive services including case
management and employment training. Catholic Charities has central offices in San Diego and
shelter located in Carlsbad.
Funding request
Percent of CDBG funding
Consolidated Plan priority
Anticipated outcome
Staff recommendation
Community Resource Center
$30,000
Requested CDBG funds= 2% of program budget
Increase interim shelter capacity and services, increase
access to case management and employment and benefits
support, to help promote self-sufficiency.
90 sheltered people
Do not fund with CDBG. This service is an identified
program in the Homelessness Action Plan. Staff
recommend considering funding only as a back-up project
if funding becomes available. This program was approved
for $200,000 in state Permanent Local Housing Allocation
funding 1 as part of the Homelessness Funding Plan.
Catholic Charities also received $337,820 in state
Encampment Resolution Funds as part of the
Homelessness Funding Plan.
Community Resource Center is requesting CDBG funds to support its homelessness prevention
and supportive social services for Carlsbad residents. It offers such services as rental or utility
arrears, late fees, landlord mediation/advocacy, onetime rental assistance, security or utility
deposits, bridge housing motel vouchers, employment assistance (transportation) or assistance
with other costs related to a household's ability to prevent homelessness. Community Resource
Center has offices in Encinitas and Carlsbad.
Funding request
Percent of CDBG funding
Consolidated Plan priority
Anticipated outcome
Staff recommendation
$82,611
Requested CDBG funds= 4% of program budget
Increase interim shelter capacity and services, increase
access to case management and employment and benefits
support, to help promote self-sufficiency.
25 low-income households with case management, rental
assistance and other supportive services
Fund part of the request with CDBG at $23,611. This
service is an identified program in the Homelessness
1 The state's Permanent Local Housing Allocation provides funding to local governments for housing-related
projects and programs that address their community's unmet housing needs.
March 25, 2025 Item #12 Page 5 of 578
Docusign Envelope ID: 3408A18D-EE73-485A-890A-23C92883DC36
Interfaith Community Services
Action Plan. Staff recommend partial CDBG funding for this
project. This program was approved for CDBG funds as
part of the Homelessness Funding Plan. The Homelessness
Funding Plan also approved $1,669,285 in Encampment
Resolution Funds, $315,000 in General Funds, $175,000 in
Permanent Local Housing Allocation funds and $1,329,380
HUD funds to the Community Resource Center for its rapid
rehousing program, employment and benefits specialist,
supportive housing case management and encampment
outreach and cleanup.
Interfaith Community Services (Interfaith) is requesting CDBG funds to supportive services will
include housing stabilization and navigation, basic needs assistance and employment
development. Interfaith Community Services has offices located throughout North County,
including Carlsbad.
Funding request
Percent of CDBG funding
Consolidated Plan priority
Anticipated outcome
Staff recommendation
March 25, 2025
$82,611
Requested CDBG funds= 12% of program budget
Increase interim shelter capacity and services, increase
access to case management and employment and benefits
support, to help promote self-sufficiency.
10 low-income households with rental assistance, 500 low-
income individuals with basic needs
Fund part of the request with CDBG at $59,000. This
service is an identified program in the Homelessness
Action Plan. Staff recommend partial CDBG funding for this
project. This program was approved for CDBG Funds as
part of the Homelessness Funding Plan. The Homelessness
Funding Plan also approved $80,000 in Opioid Settlement
Funds, $495,000 in General Funds, $773,920 in
Encampment Resolution Funds and $25,000 in city
Housing Trust Fund funds to Interfaith Community Services
for its housing case management, substance abuse
outreach and case management, homeless outreach and
case management and its Carlsbad Service Center which
provides housing assistance programs.
Item #12 Page 6 of 578
Docusign Envelope ID: 3408A18D-EE73-4B5A-B90A-23C928B3DC36
Summary of funding -program administration and fair housing
The city received one application from an outside non-profit agency for provision of fair housing
services. 2
ORGANIZATION PROGRAM FY 2025-26 FY 2025-26
REQUEST RECOMMEND
Legal Aid Society of San Diego Fair housing services $27,968 $27,968
City of Carlsbad Program administration $82,180 $82,180
I TOTALS $110,148 $110,148
Legal Aid Society San Diego
Legal Aid Society of San Diego is requesting CDBG funds to support its fair housing program. The
proposed fair housing program provides comprehensive legal services regarding fair housing,
education outreach, counseling, fair housing testing and representation and enforcement of the
Fair Housing Act and related state laws. The society has offices in San Diego, Oceanside and San
Marcos.
Funding request
Percent of CDBG funding
Consolidated Plan priority
Anticipated outcome
Staff recommendation
$27,968
Requested CDBG funds= 2% of program budget
Offer services to residents promoting housing
opportunities for all persons and expand fair housing
education.
146 households
Fund full request. This organization is currently providing
Fair Housing Services for Carlsbad residents and has
performed well.
City of Carlsbad program administration
The city is requesting to use available CDBG funds to cover the cost of administering the
program. Overall program administration includes contract management, completion of
required reporting, compliance and accounting.
2 The federal Fair Housing Act ensures that people are protected from discrimination on the basis of protected
classes (such as race, gender and national origin) when renting or purchasing a home, when applying for a
mortgage, seeking housing assistance or engaging in other housing-related activities. Fair housing services include
educating residents and housing providers about their rights and obligations under the Fair Housing Act. Fair
housing service providers receive fair housing complaints from residents and housing providers and mediate
and/or refer cases depending upon the case. Services also include random testing within the rental market to
determine if testers experience disparate treatment based upon a protected class.
March 25, 2025 Item #12 Page 7 of 578
Docusign Envelope ID: 3408A18D-EE73-4B5A-B90A-23C928B3DC36
Summary of funding -Affordable housing and facility improvements
Two applications were received from outside agencies. An estimated $357,982 is available
within this category.
0 . . p . Fy 2025-26 Fy 2025-26 rganizat,on roJect request recommended
Casa de Amparo Facility improvements $80,000 $0
North County LGBTQ Facility improvements $71,000 $0 Resource Center
City of Carlsbad Affordable Housing Fund $357,982 $357,982
I TOTALS $508,982 $357,982
Casa de Amparo
Casa de Amparo is requesting CDBG funds to complete a replacement of its heating, ventilation
and air conditioning system to its facility in Oceanside. The Casa de Amparo Oceanside campus
provides services for transitional aged youth ages 18-25, impacted by homelessness, mental
health diagnoses, substance abuse, human trafficking and the foster care and justice systems.
Services include case management, housing services management and independent skills
training. Casa de Amparo also has a campus in San Marcos. While youth from Carlsbad are
eligible for services at the Oceanside location, not all the youth provided with services are
presumed to be eligible for CDBG funds.
Funding request
Percent of CDBG funding
Consolidated Plan Priority
Anticipated outcome
Staff recommendation
$80,000
Requested CDBG funds= 100% of project budget
Provide and improve facilities and infrastructure that serve
low-income persons and communities
75 youth, unknown amount from Carlsbad
Do not fund. Services are not provided in Carlsbad and
provide unknown benefit for CDBG-eligible Carlsbad
youth.
North County LGBTQ Resource Center
The North County LGBTQ Resource Center is requesting CDBG funds to complete a replacement
of its heating, ventilation and air conditioning system to its center in Oceanside. The center
provides behavioral health services to the LGBTQ community. The North County LGBTQ
Resource Center is located in Oceanside and serves all of North County San Diego County,
including Carlsbad. While Carlsbad residents are eligible for services at the Oceanside location,
the services offered do not serve people that are presumed to be eligible for CDBG.
Funding request
Percent of CDBG funding
Consolidated Plan Priority
March 25, 2025
$71,000
Requested CDBG funds= 100% of project budget
Provide and improve facilities and infrastructure that serve
low-income persons and communities.
Item #12 Page 8 of 578
Docusign Envelope ID: 3408A18D-EE73-485A-890A-23C92883DC36
Anticipated outcome
Staff recommendation
70-80 persons per week, approximately 9% from Carlsbad
Do not fund. Services are not provided in Carlsbad and
unknown benefit for CDBG-eligible Carlsbad clientele.
City of Carlsbad Affordable Housing Fund
The City of Carlsbad Housing and Homeless Services Department is requesting funds to support
the Affordable Housing Fund. The fund will be utilized for the Resale Program, acquisition and
rehabilitation efforts for affordable rental properties.
Funding request
Percent of CDBG funding
Consolidated Plan priority
Anticipated outcome
Staff recommendation
$357,982
This program is funded by CDBG and the city's Housing
Trust Fund
Produce, preserve and provide services related to
affordable for-sale and rental housing.
Approximately one at-risk affordable resale unit purchased
for resale to eligible low-income homebuyer
Fund $357,982.
Program income and back-up projects
Some CDBG-funded activities, such as purchases of properties under the city's Affordable
Resale Program, generate program income. This income must be allocated in the same manner
as entitlement funds and comply with all CDBG regulations. The average annual amount of
program income received over the last four-year period (FY 2020-FY 2024) was $639,615.
CDBG regulations allow up to 15% of program income received during the fiscal year to be
allocated to public services and up to 20% allocated to program administration. Using the
average as an example, up to $95,942 in program income could be allocated to public services
and $127,923 allocated to program administration. The remaining program income would be
allocated to affordable housing activities, including the city's Affordable Housing Resale
Program and acquisitions and rehabilitation of affordable rental housing.
Staff recommend using the program income received during FY 2025-26 as follows
• Up to 15% for public services activities found in the funding summary (Exhibit 2)
• Up to 20% for administration and fair housing activities
• The remaining program income received during FY 2025-26 to go to the Affordable
Housing Fund
Once enough program income is received, it will be allocated according to the priority list
shown in Exhibit 2. Based on the projected amount of program income, staff anticipate enough
program income will be received to fund the first one or two priority projects.
Backup projects are projects having been identified as CDBG eligible, meeting at least one
Consolidated Plan priority and intended to be ready to fund and complete in a short period of
time. Backup projects are to be considered only if additional funding becomes available or if
approved projects or programs are not proceeding in a timely fashion. Staff recommend
funding as back-up projects city-wide projects that would bring city facilities and infrastructure
into compliance with the Americans with Disabilities Act.
March 25, 2025 Item #12 Page 9 of 578
Docusign Envelope ID: 3408A18D-EE73-4B5A-B90A-23C928B3DC36
Potential adjustments
The final FY 2025-26 award is not yet known. Should the grant amount be more or less than
anticipated, staff will make the following adjustments:
• Proportionally spread the increase or decrease among the approved public service
activities at 15% of grant funding, to comply with the CDBG program funding limits.
• Proration over all the approved program administration activities at 20% of grant
funding to comply with the CDBG program funding limits.
• Adjust the remaining available entitlement funding for the Affordable Housing Fund
Community Engagement
As a recipient of federal Community Development Block Grant funds, the city must allow for
public participation in the grant funding and reallocation process. The city's Citizen Participation
Plan for the CDBG program describes the ways in which the city will meet those public
participation requirements.
In accordance with that plan, all public meetings and hearings are noticed 10 days before their
scheduled dates. Notices of funding availability and public comment periods are also published
and posted to the city's website. Past and present CDBG stakeholders were directly notified of
the funding availability, public meetings and public comment periods.
Staff held community meetings and conducted a survey to gain community input in the
development of the Consolidated Plan. From August to September 2024, two community
meetings and one stakeholder meeting were held and a stakeholder survey and community
needs survey was circulated. Staff developed priorities to guide the use of CDBG funds based
upon the input received from the community and stakeholders and available data. All the
community participation efforts can be found in Attachment A to Exhibit 1
Fiscal Analysis
The Community Development Block Grant program is a fully funded federal program, separate
from the city's General Fund. The program operates on a reimbursement basis, in which grant
funds are expended for approved activities and then reimbursed from the U.S. Department of
Housing and Urban Development.
Next Steps
Staff will release the draft FY 2025-30 Consolidated Plan and FY 2025-26 Action Plan for a 30-
day public review and comment period. The City Council will then be asked to consider the final
FY 2025-30 Consolidation Plan and FY 2025-26 Annual Action Plan at a public hearing in May
2025 before it is submitted to HUD by the deadline of May 15, 2025.
Environmental Evaluation
The proposed action is not a "project" as defined by California Environmental Quality Act
Section 21065 and CEQA Guidelines Section 15378(b)(4) and does not require environmental
review under CEQA Guidelines Section 15060(c)(3) because the creation of funding
mechanisms, including the pursuit and/or acceptance of grant funding, is a government fiscal
activity which on its own does not involve any commitment to any specific project which may
result in a potentially significant impact on the environment). Applying for or accepting the
grant does not have a legally binding effect on any possible future discretionary action. The
activities or projects for which this funding is intended may require preparation of an
March 25, 2025 Item #12 Page 10 of 578
Docusign Envelope ID: 3408A18D-EE73-4B5A-B90A-23C928B3DC36
environmental document in accordance with CEQA and the CEQA Guidelines. The proposed
action will not foreclose review of alternatives or mitigation measures by the public as part of
the environmental review process.
Exhibits
1. City Council resolution
2. FY 2025-26 funding summary
3. Community Development Block Grant FY 2025-26 Applications
March 25, 2025 Item #12 Page 11 of 578
Docusign Envelope ID: 3408A18D-EE73-485A-890A-23C92883DC36
RESOLUTION NO. 2025-077
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, APPROVING THE DRAFT FISCAL YEAR 2025-30 CONSOLIDATED
PLAN AND FY 2025-26 FUNDING RECOMMENDATIONS FOR THE
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
Exhibit 1
WHEREAS, the primary objective of the federal Community Development Block Grant (CDBG)
Program is to develop viable urban communities through the provision of improved living
environments, expansion of economic opportunity and decent housing. Grant funds received through
the program are intended to principally serve persons of low and moderate income; and
WHEREAS, the CDBG program is a fully funded federal program and is separate from the city's
General Fund; and
WHEREAS, to be eligible for CDBG funds, the applicant jurisdiction must adopt a five-year
Consolidated Plan Annual Action Plan, which must be reviewed and approved by the Department of
Housing and Urban Development; and
WHEREAS, the city held community meetings and conducted surveys to obtain feedback from
residents and stakeholders; and
WHEREAS, on Nov. 19, 2024, the City Council approved Resolution No. 2024-256 which
approved the FY 2025-30 Consolidated Plan priorities and authorized staff to issue a notice of funding
availability and accept applications for FY 2025-26 CDBG funds; and,
WHEREAS, on March 13, 2025, the Housing Commission reviewed the Draft FY 2025-30
Consolidated Plan and FY 2025-26 funding requests, and adopted a resolution recommending that the
City Council approve the draft FY 2025-30 Consolidated Plan and recommendations for FY 2025-26
CDBG program funding to include in the FY 2025-26 Annual Action Plan; and
WHEREAS, the draft fiscal year 2025-30 Consolidated Plan and 2025-26 Annual Action Plan will
be released for a 30-day public review period; and
WHEREAS, public comments received from the public review period, if any, will be included in
the FY 2025-30 Consolidated Plan and FY 2025-25 Annual Action Plan and considered at a public hearing
on April 29, 2025; and
WHEREAS, the City Council of the City of Carlsbad, California has taken all testimony into
account in considering the draft FY 2025-30 Consolidated Plan and FY 2025-26 funding
recommendations, as required for the city's CDBG program
March 25, 2025 Item #12 Page 12 of 578
Docusign Envelope ID: 3408A18D-EE73-485A-890A-23C92883DC36
WHEREAS, the City of Carlsbad is committed to continuing to provide a suitable living
environment and to expand economic opportunities for the city's low-income residents as is outlined
in the Plan.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as
follows:
1.
2.
That the above recitations are true and correct.
The proposed action is not a "project" as defined by CEQA Section 21065 and CEQA
Guidelines 15378(b)(4) and does not require environmental review under CEQA
Guidelines Section 15060(c}(3) because the creation of funding mechanisms, including
the pursuit and/or acceptance of grant funding, is a government fiscal activity which on
its own does not involve any commitment to any specific project which may result in a
potentially significant impact on the environment). Applying for or accepting the grant
does not have a legally binding effect on any possible future discretionary action. The
activities or projects for which this funding is intended may require preparation of an
environmental document in accordance with CEQA and CEQA Guidelines. The proposed
action will not foreclose review of alternatives or mitigation measures by the public as
part of the environmental review process.
3. That the draft FY 2025-30 Consolidated Plan and FY 2025-26 funding recommendations
(Attachment A) are hereby approved by the City Council to be made available for a 30-
day public review and comment period, followed by a public hearing on April 29, 2025.
March 25, 2025 Item #12 Page 13 of 578
Docusign Envelope ID: 3408A18D-EE73-4B5A-B90A-23C928B3DC36
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City
of Carlsbad on the 25th day of March 2025, by the following vote, to wit:
AYES:
NAYS:
ABSTAIN:
ABSENT:
March 25, 2025
Blackburn, Bhat-Patel, Acosta, Burkholder, Shin.
None.
None.
None.
KEITH BLACKBURN, Mayor
SHERRY FREISINGER, City Clerk
(SEAL)
Item #12 Page 14 of 578
Attachment A
City of Carlsbad
Draft FY 2025-2030
Consolidated Plan
Housing and Homeless Services Department
City of Carsbad
1200 Carlsbad Village Drive
Carlsbad, CA 92008
www.carlsbadca.gov
March 25, 2025 Item #12 Page 15 of 578
Consolidated Plan CARLSBAD 2
Table of Contents
Executive Summary ............................................................................................................... 3
ES-05 Executive Summary – 24 CFR 91.200(c), 91.220(b) ..................................................... 3
The Process ........................................................................................................................... 7
PR-05 Lead & Responsible Agencies - 91.200(b) .................................................................. 7
PR-10 Consultation - 91.100, 91.110, 91.200(b), 91.300(b), 91.215(l) and 91.315(l) .............. 8
PR-15 Citizen Participation - 91.105, 91.115, 91.200(c) and 91.300(c) ................................ 16
Needs Assessment ............................................................................................................... 21
NA-05 Overview ............................................................................................................... 21
NA-50 Non-Housing Community Development Needs - 91.415, 91.215 (f) ......................... 45
Housing Market Analysis ..................................................................................................... 48
MA-05 Overview .............................................................................................................. 48
MA-45 Non-Housing Community Development Assets - 91.410, 91.210(f) ......................... 52
MA-50 Needs and Market Analysis Discussion .................................................................. 61
MA-60 Broadband Needs of Housing occupied by Low- and Moderate-Income Households -
91.210(a)(4), 91.310(a)(2) ................................................................................................. 67
MA-65 Hazard Mitigation - 91.210(a)(5), 91.310(a)(3) ....................................................... 71
Strategic Plan ...................................................................................................................... 73
SP-05 Overview ................................................................................................................ 73
SP-10 Geographic Priorities - 91.415, 91.215(a)(1) ............................................................ 74
SP-25 Priority Needs - 91.415, 91.215(a)(2) ....................................................................... 75
SP-35 Anticipated Resources - 91.420(b), 91.215(a)(4), 91.220(c)(1,2)……………………………… 78
SP-40 Institutional Delivery Structure - 91.415, 91.215(k)………………………………………………… 80
SP-45 Goals - 91.415, 91.215(a)(4)…………………………………………………………………………………… 86
SP-65 Lead-based Paint Hazards - 91.415, 91.215(i) .......................................................... 88
SP-70 Anti-Poverty Strategy - 91.415, 91.215(j) ................................................................. 88
SP-80 Monitoring - 91.230 ................................................................................................ 91
Appendices
Appendix A – Alternative/Local Data Sources
Appendix B – Stakeholder Meeting Presentation
Appendix C – Community Meeting Presentation
Appendix D – Community Needs Assessment Survey Responses
Appendix E – Stakeholder Survey Responses
Appendix F – Public Notices
Appendix G – Public Comments
Appendix H – Public Outreach
March 25, 2025 Item #12 Page 16 of 578
Consolidated Plan CARLSBAD 3
March 25, 2025 Item #12 Page 17 of 578
Consolidated Plan CARLSBAD 4
Executive Summary
ES-05 Executive Summary – 24 CFR 91.200(c), 91.220(b)
1. Introduction
Carlsbad, California is a coastal city situated in northern San Diego County, bordered by
Oceanside to the north and Encinitas to the south. With a population of 114,500, the city boasts
a median household income of $139,000 and a median home value of $1.8 million (2023 5-Year
ACS data; Greater San Diego Association of Realtors). Carlsbad's economy is diverse, with
significant contributions from the tourism sector, particularly due to its seven miles of beaches,
golf community, and attractions like LEGOLAND California.
As an entitlement jurisdiction under the U.S. Department of Housing and Urban Development
(HUD), the City of Carlsbad (City) receives Community Development Block Grant (CDBG) funds
from HUD, in proportion to its population size, concentration of poverty, and other
socioeconomic and demographic data. To continue receiving funds, the City must submit a
Consolidated Plan every five years to HUD. This document is the City's Consolidated Plan for
Program Years 2025-2030.
The Consolidated Plan is a five-year planning document that identifies needs within low to
moderate income (LMI) communities and outlines how the City will address those needs using
HUD funds. Ultimately, it guides investments and helps achieve HUD’s mission of providing
decent housing, suitable living environments, and expanded economic opportunities for
populations with LMI. Jurisdictions participating in any of the following HUD funding programs
must submit a Consolidated Plan every five years:
•Community Development Block Grants (CDBG) – CDBG is a flexible funding source that
can be used for both housing and non-housing activities, including neighborhood
revitalization, workforce and economic development, community and nonprofit facilities,
and infrastructure and public services in LMI communities.
•HOME Investment Partnerships (HOME) – HOME is used for building, acquiring, and
rehabilitating affordable housing for rent and homeownership. It may also be used for
direct rental assistance to residents with low incomes.
•Emergency Solutions Grants (ESG) – ESG funds programs and services supporting persons
experiencing homelessness. This includes operating shelters, providing essential services
to shelter residents, administering rapid rehousing programs, and homelessness
prevention.
March 25, 2025 Item #12 Page 18 of 578
Consolidated Plan CARLSBAD 5
•Housing Opportunities for Persons with AIDS (HOPWA) – HOPWA supports low-income
people living with HIV/AIDS and their families by providing affordable housing
opportunities.
Based on its population size, the City receives a direct allocation of CDBG funds only.
Additionally, the City is a participating jurisdiction (PJ) within the County of San Diego HOME
Consortium (HOME Consortium), which includes the Cities of Carlsbad, Encinitas, La Mesa, San
Marcos, Santee, and Vista. Through the HOME Consortium, the City and eligible residents may
participate in HOME funded programs and projects. The City anticipates receiving
approximately $550,741 in CDBG funds annually over the next five years, or approximately
$2,753,705.
2.Summary of the objectives and outcomes identified in the Plan Needs Assessment
Overview
The City determines its goals and priorities for the 2025-2030 Consolidated Plan based on
community and stakeholder feedback, U.S. Census Bureau data, and data from 2-1-1 San Diego,
the region’s Community Information Exchange (CIE). These priorities are:
•Priority 1: Affordable Housing – Produce, preserve, and provide services related to
affordable for-sale and rental housing.
•Priority 2: Homelessness – Increase interim shelter capacity and services, increase
access to case management, and employment and benefits support, to help promote
self-sufficiency.
•Priority 3: Fair Housing – Contract with service provider to offer services to residents
promoting housing opportunities for all persons regardless of their protected class
status. Expand fair housing education with a focus on awareness of rights, promoting
inclusivity, and reducing disparities to access.
•Priority 4: Planning and Administration – The city will utilize available CDBG funding to
implement the goals of the Consolidated Plan through delivery of various programs and
activities. The city will comply with reporting requirements of CDBG regulations and
monitor the use of CDBG to ensure eligible and effective use of resources.
•Priority 5: Supportive Services – Increase supportive services for vulnerable groups, such
as seniors and families with low incomes, including access to services such as
healthcare, transportation, and job training.
•Priority 6: Facilities and Infrastructure – Provide and improve facilities and
infrastructure that serve low-income persons and communities.
These priorities represent the varied needs that emerged during the City’s Consolidated Plan
community engagement and development process. Nearly half of all renters and nearly 30
March 25, 2025 Item #12 Page 19 of 578
Consolidated Plan CARLSBAD 6
percent of homeowners spend more than 30 percent of their monthly income on housing costs,
indicating that many households struggle with the cost of living in Carlsbad.
3.Evaluation of past performance
As part of the Consolidated Plan process, the City is required to submit an annual Consolidated
Annual Performance Evaluation Report (CAPER) to HUD, which reports on how funds were
spent, the households that benefited from the funds, and progress toward meeting annual
goals for housing and community development activities. The CAPER is reviewed by the City of
Carlsbad City Council (City Council) and posted on the City’s website.
The City has successfully implemented housing, homelessness, and public facilities activities in
the previous Consolidated Plan cycle, impacting the lives of thousands of residents with low to
moderate incomes. It is anticipated that the City and its partners will continue to positively
impact residents through collaborative efforts. Below is a summary of some of the outcomes
achieved in the first four years of the previous five-year Consolidated Plan cycle. Final outcome
data for the previous Consolidated Plan cycle will be presented to HUD with the submittal of
the Fiscal Year (FY) 2024-25 CAPER.
•Approximately 84 lower income persons served through the provision or retention of
affordable housing units in Carlsbad
•Approximately 412 Carlsbad residents served through fair housing services
•Approximately 216 Carlsbad residents served through the homeless overnight shelter
•Approximately 3,943 Carlsbad residents served through homelessness prevention
services
•Approximately 1,456 Carlsbad residents served through public services
•Approximately 206 Carlsbad residents served through improved facilities
4.Summary of citizen participation process and consultation process
The City’s community participation process is guided by the Citizen and Community
Participation Plan (CCPP), which outlines the framework for engaging the community and
providing notifications for public meetings and hearings. To ensure broad community
involvement, the City facilitated two (2) community meetings and a separate stakeholder
meeting. Stakeholders invited to the stakeholder meeting included community partners, service
providers, businesses, advocates, and representatives from other City departments.
Additionally, the City distributed both a Community Needs Assessment Survey and a
Stakeholder Survey to gather input. To increase accessibility, the community survey was made
available in Spanish, and Spanish translation was made available at the community meetings.
March 25, 2025 Item #12 Page 20 of 578
Consolidated Plan CARLSBAD 7
Community members were also able to provide input on the Consolidated Plan during a 30-day
public comment period from August 19, 2024, to September 23, 2024, and at City Council
meetings on November 19, 2024, and April 29, 2025. At the first City Council meeting,
preliminary findings and proposed Consolidated Plan goals were presented to the City Council.
At the second City Council meeting, the draft Consolidated Plan will be made available for
public review and comment. All community engagement efforts are detailed further in The
Process section.
5.Summary of public comments
Feedback on community needs was collected through community meetings and surveys, a
stakeholder meeting and survey, a public comment period, and at formal public hearings. These
comments provided insight into community needs and informed the goals of the Consolidated
Plan. Top priority needs identified were affordable housing, fair housing services, and mental
health services. All public comments are included in Appendix G.
6.Summary of comments or views not accepted and the reasons for not accepting them
All comments were accepted and are included in Appendix G.
7.Summary
The City’s Consolidated Plan outlines the housing and community development strategies and
objectives for the five-year period of Program Years 2025 to 2030, while fulfilling the statutory
requirements necessary to receive CDBG funding. Beyond compliance, the City is dedicated to
fostering robust participation from Carlsbad residents and stakeholders throughout the
Consolidated Plan process, with a particular focus on expanding opportunities for its residents
with low to moderate incomes. This plan and its comprehensive community engagement
efforts reflect the City’s commitment to inclusivity and equity in addressing housing and
community development needs.
March 25, 2025 Item #12 Page 21 of 578
Consolidated Plan CARLSBAD 8
The Process
PR-05 Lead & Responsible Agencies - 91.200(b)
1. Describe agency/entity responsible for preparing the Consolidated Plan and those
responsible for administration of each grant program and funding source
The following are the agencies/entities responsible for preparing the Consolidated Plan and
those responsible for administration of each grant program and funding source.
Table PR-05.01: Responsible Agencies
Agency Role Name Department/Agency
CDBG Administrator City of Carlsbad Housing & Homeless Services Department
Narrative
The City’s Housing & Homeless Services Department is the lead agency responsible for the
preparation and administration of the Consolidated Plan, corresponding Annual Action Plans
(Annual Plan), CAPERs, and the CDBG program. The County of San Diego (County) is the lead
agency for HOME funding, which the City utilizes as a participating jurisdiction within the
County's HOME Consortium.
Consolidated Plan Public Contact Information
Nicole Piano-Jones
Senior Program Manager
Housing & Homeless Services
City of Carlsbad
1200 Carlsbad Village Drive,
Carlsbad, CA 92008
nicole.pianojones@carlsbadca.gov
442-339-2191
March 25, 2025 Item #12 Page 22 of 578
Consolidated Plan CARLSBAD 9
PR-10 Consultation - 91.100, 91.110, 91.200(b), 91.300(b), 91.215(l) and
91.315(l)
1. Introduction
Provide a concise summary of the jurisdiction’s activities to enhance coordination between
public and assisted housing providers and private and governmental health, mental health
and service agencies (91.215(I)).
The City has long communicated and collaborated with numerous governmental and non-
governmental agencies throughout the region to address the needs of its residents with low to
moderate incomes. The City’s formalized collaborative efforts include:
• Member of the County of San Diego’s HOME Consortium
• Supporter of Alliance for Regional Solutions (ARS), North County San Diego’s
collaborative network of homeless services providers
• Participant in the CDBG Administrators meetings
• San Diego Association of Governments (SANDAG), San Diego County’s federally
recognized metropolitan planning organization (MPO)
• Regional Task Force on Homelessness (RTFH), the region’s HUD Continuum of Care (CoC)
• Member of the San Diego Regional Alliance for Fair Housing (SDRAFFH)
The City will continue to maintain partnerships with these and other agencies to achieve its
long-term housing and community development goals
Additionally, City staff actively collaborates with the County’s Health and Human Services
Agency (HHSA), as well as nonprofit health and mental health service providers. In addition, the
City works closely with other nongovernmental organizations, including but not limited to:
• Brother Benno Foundation
• Community Resource Center
• Interfaith Community Services
• Meals on Wheels
• Women's Resource Center
• Whole Person Care Clinic
• Catholic Charities diocese of San Diego County
• People Assisting the Homeless (PATH)
• YMCA
March 25, 2025 Item #12 Page 23 of 578
Consolidated Plan CARLSBAD 10
The City encourages agencies to collaborate, leverage resources, and prevent service
duplication to maximize the impact of available support for the community.
To further enhance its efforts, the City’s consults with the City’s Housing Commission (Housing
Commission), which oversees the City’s CDBG program. These consultations ensure the
alignment and effectiveness of the project strategies and activities under the City’s CDBG
program.
The City is committed to fostering new partnerships and engaging with additional stakeholders
to improve efficiency, explore innovative approaches, and expand resources. During its
community engagement process, the City consulted with various agencies and businesses
through stakeholder meetings and surveys to inform its planning and decision-making.
Describe coordination with the Continuum of Care and efforts to address the needs of
homeless persons (particularly chronically homeless individuals and families, families with
children, veterans, and unaccompanied youth) and persons at risk of homelessness
The City actively supports the Alliance for Regional Solutions (ARS), North County’s
collaborative network focused on addressing homelessness and with the Regional Task Force
On Homelessness (RTFH), San Diego County’s CoC. Coordinated efforts include the annual
Point-in-Time (PIT) count, in which the community engages and surveys those experiencing
homelessness to provide a count of the region’s unsheltered and sheltered homeless
community.
According to the 2024 PIT, a total of 150 individuals were experiencing homelessness in
Carlsbad. Of those, 38 were housed in emergency shelters and the remaining 112 individuals
were unsheltered. The demographics of the individuals experiencing homeless are summarized
in the below table.
Table PR-10.01: Carlsbad Homeless Profile
Homeless Profile
% of
Unsheltered
Persons
# of Unsheltered
Persons
% of Sheltered
Persons
# of Sheltered
Persons
Veterans 9% 10 8% 3
Female 27% 16 0% 0
Families 0% 0 0% 0
Youth 4% 4 0% 0
Source: RTFH 2024 Point-in-Time Count Data
March 25, 2025 Item #12 Page 24 of 578
Consolidated Plan CARLSBAD 11
The City has supported homeless shelters and services through the CDBG program. Key non-
profit partners in these efforts include Community Resource Center, Interfaith Community
Services, Legal Aid Society of San Diego, and Casa de Amparo. A cornerstone of the City’s
progress in addressing homelessness is its collaboration with ARS and the RTFH. Joint efforts
include the annual PIT, and the delivery of services and shelters for individuals experiencing or
at risk of experiencing homelessness.
Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in
determining how to allocate ESG funds, develop performance standards and evaluate
outcomes, and develop funding, policies, and procedures for the administration of HMIS.
The City does not receive or administer ESG funds. However, the City allocates a portion of its
CDBG public service funds to assist agencies that provide services to individuals and families
who are experiencing or at risk of experiencing homelessness.
2. Describe Agencies, groups, organizations and others who participated in the process and
describe the jurisdictions consultations with housing, social service agencies and other
entities.
The City invited over 30 organizations, government entities, service providers, and other
stakeholders to participate in a stakeholder meeting held virtually on August 27, 2024. In
addition to attending the meeting, stakeholders were given the opportunity to complete a
survey to provide further input. Twenty (20) people attended and provided feedback on what
they identified as the City’s most pressing community needs. At the meeting, stakeholders
received extensive information about the Consolidated Plan, the citizen participation process,
HUD requirements for an entitlement city, the amount of funding that the City anticipates
receiving, and how those funds can be used by the City. The City and its consultants facilitated
small group discussions during which the stakeholders’ feedback on community needs was
recorded on worksheets. Additionally, an online survey was offered to stakeholders. A total of
nine (9) stakeholders responded to the survey. A copy of the survey and the responses can be
found in Appendix E.
March 25, 2025 Item #12 Page 25 of 578
Consolidated Plan CARLSBAD 12
Table PR-10.02: Agencies, Groups, and Organizations who Participated
Agency, Group, or
Organization
Agency, Group, or
Organization Type
Section of Plan
addressed by
Consultation
How was the Agency,
Group, or Organization
consulted? What are
the anticipated
outcomes of the
consultation or areas
for improved
coordination?
2-1-1 San Diego Community Information
Exchange (CIE)
Needs Assessment &
Market Analysis
Provided localized data
to inform the
Consolidated Plan.
Brother Benno Nonprofit service
provider (homeless
services)
Needs Assessment Informed development
of Consolidated Plan by
attending stakeholder
meeting and
completing stakeholder
survey to provide
insight on community
needs.
Casa de Amparo Nonprofit service
provider (homeless
services)
Needs Assessment Informed development
of Consolidated Plan by
attending stakeholder
meeting and
completing stakeholder
survey to provide
insight on community
needs.
Catholic Charities
Diocese of San Diego
-La Posada de
Guadalupe
Nonprofit service
provider
Needs Assessment Informed development
of Consolidated Plan by
attending stakeholder
meeting and
completing stakeholder
survey to provide
insight on community
needs.
March 25, 2025 Item #12 Page 26 of 578
Consolidated Plan CARLSBAD 13
Agency, Group, or
Organization
Agency, Group, or
Organization Type
Section of Plan
addressed by
Consultation
How was the Agency,
Group, or Organization
consulted? What are
the anticipated
outcomes of the
consultation or areas
for improved
coordination?
Community Resource
Center
Nonprofit service
provider
Needs Assessment Informed development
of Consolidated Plan by
attending stakeholder
meeting and
completing stakeholder
survey to provide
insight on community
needs.
County of San Diego
Health and Human
Services Agency,
Housing and
Community
Development Services
Other government –
County
Needs Assessment &
Market Analysis
Informed development
of Consolidated Plan by
attending stakeholder
meeting to provide
insight on community
needs.
Interfaith Community
Services
Nonprofit service
provider
Needs Assessment Informed development
of Consolidated Plan by
attending stakeholder
meeting to provide
insight on community
needs.
Legal Aid Society of
San Diego
Fair Housing Needs Assessment Informed development
of Consolidated Plan by
attending stakeholder
meeting and
completing stakeholder
survey to provide
insight on community
needs.
March 25, 2025 Item #12 Page 27 of 578
Consolidated Plan CARLSBAD 14
Agency, Group, or
Organization
Agency, Group, or
Organization Type
Section of Plan
addressed by
Consultation
How was the Agency,
Group, or Organization
consulted? What are
the anticipated
outcomes of the
consultation or areas
for improved
coordination?
Lifeline Community
Services
Nonprofit service
provider
Needs Assessment Informed development
of Consolidated Plan by
attending stakeholder
meeting to provide
insight on community
needs.
Mira Costa
Community College
District
Education Needs Assessment Informed development
of Consolidated Plan by
attending stakeholder
meeting and
completing stakeholder
survey to provide
insight on community
needs.
North County LGBTQ
Resource Center
Social Services Provider Needs Assessment Informed development
of Consolidated Plan by
completing stakeholder
survey to provide
insight on community
needs.
United Way of San
Diego
Nonprofit Service
Provider
Needs Assessment Informed development
of Consolidated Plan by
attending stakeholder
meeting and
completing stakeholder
survey to provide
insight on community
needs.
March 25, 2025 Item #12 Page 28 of 578
Consolidated Plan CARLSBAD 15
Identify any Agency Types not consulted and provide rationale for not consulting
No agency or organization was purposely excluded from providing input on the Consolidated
Plan.
Table PR-10.03: Other local, Regional, and Federal planning efforts
Name of Plan Lead Organization How do the goals of your Strategic Plan overlap
with the goals of each plan?
Continuum of Care Regional Continuum
of Care
The City’s homeless needs are addressed by the
CoC strategy.
Ten-Year Plan to End
Homelessness
Regional Continuum
of Care
The City’s homeless needs are addressed by the
Ten-Year Plan to End Homelessness.
2021-2029 Housing
Element (Sixth Cycle)
City of Carlsbad The Housing Element is the State-recognized
strategy for addressing the city's housing needs.
This Consolidated Plan aligns with the Housing
Element goal of continuing to create affordable
housing units.
City of Carlsbad General
Plan
City of Carlsbad This Consolidated Plan aligns with the General Plan
goal of improving the quality of life for the city’s
residents with low to moderate incomes.
City of Carlsbad Climate
Action Plan
City of Carlsbad A Climate Action Plan to mitigate the impacts of
climate change.
Homelessness Action
Plan
City of Carlsbad Plan to identify strategies on reducing
homelessness in Carlsbad.
Describe cooperation and coordination with other public entities, including the State and any
adjacent units of general local government, in the implementation of the Consolidated Plan
(91.215(l))
As previously noted, the City actively participates in various regional planning efforts and
workgroups designed to enhance collaboration in the delivery of housing and community
development programs across the San Diego region. The City will continue to work with other
North County CDBG entitlement jurisdictions, as well as local stakeholders, to address shared
priorities and maximize the impact of available funding and resources.
Narrative
See above.
March 25, 2025 Item #12 Page 29 of 578
Consolidated Plan CARLSBAD 16
PR-15 Citizen Participation - 91.105, 91.115, 91.200(c) and 91.300(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation
Summarize citizen participation process and how it impacted goal setting
During the development of the Consolidated Plan, the City implemented multiple strategies to
gather community input and feedback. These efforts included two (2) community meetings and
one (1) stakeholder meeting, as well as the dissemination of a Community Needs Assessment
Survey available both online and in print and offered in English and Spanish. A Stakeholder
Survey was also made available over 30 government entities, service providers, and other
stakeholders. Notices about the meetings and survey were distributed via email, posted on
social media platforms, posted at City locations, and shared on the City’s website to ensure
broad community awareness and participation.
The stakeholder meeting, held virtually via Zoom on August 27, 2024, was attended by 20
stakeholders who provided valuable insights on Carlsbad’s most pressing community needs and
how collaboration between their organizations and the City could address those needs. The
meeting also facilitated dialogue about strengthening partnerships. Organizations in attendance
ranged from local service providers to County representatives. Additionally, nine (9) responses
to the Stakeholder Survey were received.
Two (2) community meetings were subsequently held on September 11 and September 17,
2024, at the Pine Avenue Community Center and Carlsbad City Library, respectively. Both
meetings were held in locations that were easily accessible by public transportation and
compliant with the Americans with Disabilities Act (ADA). Additionally, reasonable
accommodations and translation services were made available. Between the two meetings, one
resident attended. These meetings included a presentation outlining the Consolidated Plan,
HUD entitlement programs, and a demographic and economic overview of the City, followed by
a discussion during which the attendee shared their perspective on the community’s greatest
needs. Feedback from these discussions was documented.
To supplement the in-person meetings, a Community Needs Assessment Survey addressing the
Consolidated Plan and community needs was made available, providing an additional avenue
for public input. The survey, offered in both English and Spanish, received 30 responses,
including 4 completed in Spanish. All survey responses are included in Appendix D.
Community feedback informed the goals included in this Consolidated Plan, which were first
presented to the Housing Commission on October 10, 2024, and to the City Council on
November 19, 2024. An email and public notice announcing the 30-day public comment period
March 25, 2025 Item #12 Page 30 of 578
Consolidated Plan CARLSBAD 17
was sent to community-based organizations, service providers, stakeholders, and other
interested groups. A public notice was printed in the Coast News newspaper 10 days prior to
the public hearing before the City Council on November 8, 2024. The draft Consolidated Plan
was available on the City website, at the Housing & Homeless Services Office, and at the
Carlsbad Libraries. A second public notice was printed in the Coast News newspaper on March
14, 2025, prior to the City Council meeting on November 29, 2025, at which the Consolidated
Plan was approved.
March 25, 2025 Item #12 Page 31 of 578
Consolidated Plan CARLSBAD 18
Table PR.15.01: Citizen Participation Outreach
Mode of
Outreach
Target of
Outreach
Summary
of
Responses/
attendance
Summary of
Comments
Received
Summary of
Comments not
accepted and
reason(s)
URL
(if
applicable)
Virtual
Stakeholder
Meeting
(August 27,
2024)
Key
Stakeholders
20
attendees
Top needs
identified by
attendees
included a
navigation center
for case
management
and housing
services,
resources and
databases to
support tenants
being evicted,
and services for
people
experiencing
homelessness.
All comments
were accepted.
Presentation
slides are
provided in
Appendix B.
In-person
Community
Meetings
(September
11, 2024, and
September
17, 2024)
Non-
targeted/
broad
community
1 attendee Top needs
identified by
attendee
included
opportunities for
first-time
homebuyers and
services for
seniors to
address isolation.
All comments
were accepted.
Presentation
slides are
provided in
Appendix C.
March 25, 2025 Item #12 Page 32 of 578
Consolidated Plan CARLSBAD 19
Mode of
Outreach
Target of
Outreach
Summary
of
Responses/
attendance
Summary of
Comments
Received
Summary of
Comments not
accepted and
reason(s)
URL
(if
applicable)
Online
Stakeholder
Survey
Key
stakeholders
9 responses Top needs
identified by
respondents
included housing
and homeless
services, with a
focus on
emergency and
permanent
housing
subsidies,
affordable
housing, interim
solutions (e.g.,
hotel vouchers),
and senior
housing
assistance.
All comments
were accepted.
URL closed;
survey and
responses
provided in
Appendix E
Online
Community
Needs
Assessment
Survey
Non-
targeted/
broad
community
30
responses
(26 English,
4 Spanish)
Top needs
identified by
respondents
included access
to affordable
housing,
expansion of
shelter services,
and access to
mental and
behavioral health
for people
experiencing
homelessness.
All comments
were accepted.
URL closed;
survey and
responses
provided in
Appendix D
March 25, 2025 Item #12 Page 33 of 578
Consolidated Plan CARLSBAD 20
Mode of
Outreach
Target of
Outreach
Summary
of
Responses/
attendance
Summary of
Comments
Received
Summary of
Comments not
accepted and
reason(s)
URL
(if
applicable)
Housing
Commission
Meeting
Non-
targeted/
broad
community
No
attendees
from the
general
public or
feedback
provided
TBD TBD TBD
Public hearing
to present
draft
Consolidated
Plan and FY
2025-26
Annual Action
Plan
Non-
targeted/
broad
community
TBD TBD TBD TBD
Public
comment
period
Non-
targeted/
broad
community
TBD TBD TBD N/A
Public hearing
to adopt
Consolidated
Plan and FY
2025-26
Annual Action
Plan
Non-
targeted/
broad
community
TBD TBD TBD TBD
March 25, 2025 Item #12 Page 34 of 578
Consolidated Plan CARLSBAD 21
Needs Assessment
NA-05 Overview
Needs Assessment Overview
The primary source of data used in this needs assessment are HUD Comprehensive Housing
Affordability Strategy (CHAS) tabulations, which are based on the U.S Census Bureau’s
American Community Survey (ACS) data and incorporate HUD-specified criteria relating to
housing needs, HUD-defined income limits, and household types. This Needs Assessment
predominantly uses data drawn from CHAS’s most recent data set (2017-2021). The
information contained in this section informs the preparation of Carlsbad’s housing and
community development priorities and both five- and one- year investment strategies.
Both Area Median Income (AMI) and HUD Adjusted Median Family Incomes (HAMFI) are
represented with this Consolidated Plan and are essentially equivalent when discussing
populations and households with lower incomes. HAMFI is the HUD-specific term for what is
broadly referred to as AMI. Where the term AMI is used in this Consolidated Plan, assume it
refers to HAMFI. Table NA-05.01 shows the 2024 HUD Income Limits for the San Diego-
Carlsbad, CA MSA in which Carlsbad is included.
The following outlines income categories used in this report:
HUD Adjusted Median Family Incomes (HAMFI):
o Extremely Low Income: Up to 30 percent of HAMFI
o Very Low Income: 30 to 50 percent of HAMFI
o Low Income: 50 to 80 percent of HAMFI
o Moderate Income: 80 to 100 percent of HAMFI
o Upper Income: 100 precent of HAMFI and above
Table NA-05.01: San Diego County AMI Limits, 2024
County
Area
Median
Income
$119,500
Income
Level
Number of Persons in Households
1 2 3 4 5 6 7 8
Extremely
Low 31,850 36,400 40,950 45,450 49,100 52,750 56,400 60,000
Very Low 53,050 60,600 68,200 75,750 $81,850 $87,900 $93,950 100,000
Low 84,900 97,000 109,150 121,250 130,950 140,650 150,350 160,050
Median 83,650 95,600 107,550 119,500 129,050 138,600 148,200 157,750
Moderate 100,400 114,700 129,050 143,400 154,850 166,350 177,800 189,300
Source: U.S Department of Housing and Urban Development, 2024
March 25, 2025 Item #12 Page 35 of 578
Consolidated Plan CARLSBAD 22
Housing Needs
According to 2021 CHAS data, 44,350 households reside in Carlsbad, of which 61 percent are
owner households (27,150) and 39 percent are renter households (17,200). This is a 3 percent
increase in total households compared to the 2016 figures reported in the last Consolidated
Plan (42,925 households).
Table NA-05.02 shows that 46 percent of renter households earn low incomes (up to 80 percent
HAMFI (7,890 of 17,200 households), compared to 24 percent of owner households (6,495 of
27,150 households). Collectively, 32 percent of all households in Carlsbad are lower income
(14,385 out of 44,350 households). The total number of households earning lower incomes
increased by 15 percent compared to the 2016 figures reported in the last Consolidated Plan,
with 1,840 more households earning lower incomes compared to 2016.
Table NA-05.02: Household Income Distribution
Income Category Owner Renter Total Distribution
of Owner
Households
Distribution
of Renter
Households
<= 30% HAMFI 2,120 3,100 5,220 8% 18%
>30% to <=50% HAMFI 1,690 2,055 3,745 6% 12%
>50% to <=80% HAMFI 2,685 2,735 5,420 10% 16%
>80% to <=100% HAMFI 2,255 1,795 4,050 8% 10%
>100% HAMFI 18,395 7,520 25,915 68% 44%
Total Number of Households 27,150
(61%)
17,200
(39%)
44,350 100% 100%
Source: CHAS, 2017-2021
The data in Table NA-05.03 highlights the prevalence of housing problems among households
in Carlsbad. The four housing problems outlined in the HUD CHAS data are defined in narrow
terms as follows:
• Substandard Housing Unit – Lacks Complete Kitchen Facilities. A complete kitchen
consists of a sink with running water, a stove or range, and a refrigerator.
• Substandard Housing Unit – Lacks Complete Plumbing Facilities: Complete plumbing
consists of hot and cold running water, a flush toilet, and a bathtub or shower.
• Cost Burdened Household: Monthly housing costs exceed 30 percent of monthly income.
A household is severely cost burdened if their monthly housing costs exceed 50 percent
of their monthly income. Note that, for renters, housing costs include contract rent and
utilities. For owners, housing costs include mortgage payments, utilities, association fees,
insurance, and real estate taxes.
March 25, 2025 Item #12 Page 36 of 578
Consolidated Plan CARLSBAD 23
• Overcrowded Household: More than one person per room. Severe overcrowding is more
than 1.5 persons per room.
As shown in Table NA-05.03, 39 percent of all households in the city experience one of the four
defined housing problems (17,190 of 44,350 households). However, when broken down by
tenure, renters face a significantly higher rate of housing problems compared to homeowners,
with 54 percent of renter households affected versus 29 percent of homeowner households.
Table NA-05.03: Housing Problems
Owner Renter Total Distribution of
Owner Households
Distribution of
Renter Households
Household has at least 1 of
4 Housing Problems
7,980 9,210 17,190 29% 54%
Household has none of 4
Housing Problems OR cost
burden not available, no
other problems
19,170 7,990 27,160 71% 46%
Total Number of
Households
27,150 17,200 44,350 100% 100%
Source: CHAS, 2017-2021
The data in Table NA-05.04 highlights the prevalence of Severe Housing Problems among
households in Carlsbad. As noted above, Severe Housing Problems as defined by HUD include
severely inadequate and/or incomplete kitchen and plumbing, spending over 50 percent of
income on housing costs (severely cost burdened), and extreme overcrowding (more than 1.5
persons per room), HUD considers a household to have a Severe Housing Problem if they have
one or more of these four problems.
March 25, 2025 Item #12 Page 37 of 578
Consolidated Plan CARLSBAD 24
As shown in Table NA-05.04, 21 percent of all households in Carlsbad experience at least one of
the four severe housing problems (9,150 of 44,350 households). Notably, renters are
disproportionately affected, with 31 percent experiencing severe housing problems compared
to 14 percent of homeowners.
Table NA-05.04: Severe Housing Problems
Owner Renter Total Distribution
of Owner
Households
Distribution
of Renter
Households
Household has at least 1 of 4 Housing
Problems
3,770 5,380 9,150 14% 31%
Household has none of 4 Housing
Problems OR cost burden not available,
no other problems
23,380 11,825 35,205 86% 69%
Total Number of Households 27,150 17,200 44,350 100% 100%
Source: CHAS, 2017-2021
Table NA-05.05 below shows the various levels of cost burden experienced by homeowners and
renters in Carlsbad. Overall, it shows that 36 percent of all households are housing cost
burdened (16,150 of 44,350). However, cost burden is a greater problem for renters – 49
percent of renters are cost burdened, while 28 percent of homeowners are cost burdened.
Table NA-05.05: Housing Cost Burden
Owner Renter Total Distribution
of Owner
Households
Distribution
of Renter
Households
Cost Burden <=30% 18,955 8,430 27,385 70% 49%
Cost Burden >30% to <=50% 4,225 4,175 8,400 16% 24%
Cost Burden >50% 3,490 4,260 7,750 13% 25%
Cost Burden not available 480 345 825 2% 2%
Total Number of Households 27,150 17,200 44,350 100% 100%
Source: CHAS, 2017-2021
The following three tables collectively illustrate the total number of households experiencing
housing problems, categorized by income level and tenure (owners vs. renters). The data
reveals that most households earning low incomes (up to 80 percent HAMFI), regardless of
tenure, are affected by at least one of the four housing problems. Overall, 76 percent of all
households with low incomes face at least one of the four identified housing problems (10,990
of 14,385 households). Renters are more likely than homeowners to encounter housing
challenges. Specifically, 87 percent of renter households with low incomes experience at least
March 25, 2025 Item #12 Page 38 of 578
Consolidated Plan CARLSBAD 25
one of these issues, compared to approximately 64 percent of homeowner households with low
incomes.
Table NA-05.06: Housing Problems by Income Level, All Households
Income Category Household
has at
least 1 of 4
Housing
Problems
Household has
none of 4 Housing
Problems OR cost
burden not
available, no
other Housing
Problems
Total Distribution
of
Households
with at
least 1 of 4
Housing
Problems
% of
Households
in Income
Category
with at
least 1 of 4
Housing
Problems
<= 30% HAMFI 4,020 1,200 5,220 23% 77%
>30% to <=50% HAMFI 3,185 555 3,745 19% 85%
>50% to <=80% HAMFI 3,785 1,635 5,420 22% 70%
>80% to <=100% HAMFI 1,985 2,065 4,050 12% 49%
>100% HAMFI 4,215 21,700 25,915 25% 16%
Total Number of Households 17,190 27,160 44,350 100%
Source: CHAS, 2017-2021
Table NA-05.07: Housing Problems by Income Levels, Renters Only
Income Category Household
has at
least 1 of 4
Housing
Problems
Household has
none of 4 Housing
Problems OR cost
burdened not
available, no
other problems
Total Distribution
of
Households
with at
least 1 of 4
Housing
Problems
% of
Households
in Income
Category
with at
least 1 of 4
Housing
Problems
<= 30% HAMFI 2,570 530 3,100 28% 83%
>30% to <=50% HAMFI 2,035 15 2,055 22% 99%
>50% to <=80% HAMFI 2,255 475 2,735 24% 82%
>80% to <=100% HAMFI 1,040 755 1,795 11% 58%
>100% HAMFI 1,310 6,210 7,520 14% 17%
Total Number of Households 9,210 7,990 17,200 100%
Source: CHAS, 2017-2021
March 25, 2025 Item #12 Page 39 of 578
Consolidated Plan CARLSBAD 26
Table NA-05.08: Housing Problems, Owners Only
Income Category Household has
at least 1 of 4
Housing
Problems
Household has
none of 4
Housing
Problems OR
cost burden not
available, no
other problems
Total Distribution
of
Households
with at
least 1 of 4
Housing
Problems
% of
Households
in Income
Category
with at
least 1 of 4
Housing
Problems
<= 30% HAMFI 1,450 670 2,120 18% 68%
>30% to <=50% HAMFI 1,150 540 1,690 14% 68%
>50% to <=80% HAMFI 1,530 1,160 2,685 19% 57%
>80% to <=100% HAMFI 945 1,310 2,255 12% 42%
>100% HAMFI 2,905 15,490 18,395 36% 16%
Total Number of
Households
7,980 19,170 27,150 100%
Source: CHAS, 2017-2021
The following three tables provide an overview of households who are cost burdened,
categorized by income level. Again, a household is considered cost burdened if their housing
costs exceed 30 percent of their income and are considered severely cost burdened if their
housing costs exceed 50 percent of their income.
March 25, 2025 Item #12 Page 40 of 578
Consolidated Plan CARLSBAD 27
As shown in Table NA-05.09, 16,150 households in Carlsbad are cost burdened, 67 percent of
which earn a low income of up to 80 percent of HAMFI (10,840 households). Furthermore,
7,750 households are severely cost burdened in, 89 percent of which earn a low income (6,870
households).
Table NA-05.09: Cost Burden by Income Level, All Households
Income Category Cost
burden
> 30%
Severe
Cost
burden
> 50%
Total Of
Households
w/ Cost
Burden
>30%
Of
Households
Severe Cost
Burden
>50%
Of
Income
Category
>30%
Of
Income
Category
>50%
<= 30% HAMFI 4,000 3,425 5,220 25% 44% 77% 66%
>30% to <=50%
HAMFI
3,130 1,965 3,745 19% 25% 84% 52%
>50% to <=80%
HAMFI
3,710 1,480 5,420 23% 19% 68% 27%
>80% to <=100%
HAMFI
1,715 335 4,050 11% 4% 42% 8%
>100% HAMFI 3,595 545 25,915 22% 7% 14% 2%
Total Number of
Households
16,150 7,750 44,350 100% 100%
Source: CHAS, 2017-2021
March 25, 2025 Item #12 Page 41 of 578
Consolidated Plan CARLSBAD 28
Table NA-05.10 shows cost burden for renters by income category. Of the 17,200 renter
households in Carlsbad, 49 percent are cost burdened (8,435 households) and 25 percent are
severely cost burdened (4,260 households). Additionally, renters with low incomes (to 80
percent HAMFI) represent 80 percent of cost burdened renter households (6,785 households),
and 96 percent of severely cost burdened renter households (4,085 households).
Table NA-05.10: Cost Burden by Income Level, Renters Only
Income Category Cost
burden
> 30%
Severe
Cost
burden
> 50%
Total Of
Households
w/ Cost
Burden
>30%
Of
Households
w/ Severe
Cost Burden
>50%
Of
Income
Category
>30%
Of
Income
Category
>50%
<= 30% HAMFI 2,570 2,285 3,100 30% 54% 83% 74%
>30% to <=50% HAMFI 2,035 1,135 2,055 24% 27% 99% 55%
>50% to <=80% HAMFI 2,180 665 2,735 26% 16% 80% 24%
>80% to <=100%
HAMFI
790 50 1,795 9% 1% 44% 3%
>100% HAMFI 860 125 7,520 10% 3% 11% 2%
Total Number of
Households
8,435 4,260 17,200 100% 100%
Source: CHAS, 2017-2021
March 25, 2025 Item #12 Page 42 of 578
Consolidated Plan CARLSBAD 29
Table NA-05.11 shows cost burden for homeowners by income category. Of the 27,150
homeowner households in Carlsbad, 28 percent are cost burdened (7,715 households) and 13
percent are severely cost burdened (3,490 households). Additionally, homeowners with low
incomes up to 80 percent HAMFI represent 52 percent of cost burdened homeowner
households (4,050 households), and 80 percent of severely cost burdened homeowner
households (2,785 households).
Table NA-05.11: Cost Burden by Income Level, Owners Only
Income Category
Cost
burden
> 30%
Severe
Cost
burden
> 50%
Total Of
Households
w/ Cost
Burden
>30%
Of
Households
w/ Severe
Cost Burden
>50%
Of Income
Category
>30%
Of
Income
Category
>50%
<= 30% HAMFI 1,430 1,140 2,120 19% 33% 67% 54%
>30% to <=50%
HAMFI
1,090 830 1,690 14% 24% 64% 49%
>50% to <=80%
HAMFI
1,530 815 2,685 20% 23% 57% 30%
>80% to <=100%
HAMFI
930 285 2,255 12% 8% 41% 13%
>100% HAMFI 2,735 420 18,395 35% 12% 15% 2%
Total Number of
Households
7,715 3,490 27,150 100% 100%
Source: CHAS, 2017-2021
2-1-1 San Diego Data for Clients Living in Carlsbad
2-1-1 San Diego (2-1-1) is a free, confidential, 24/7 service connecting San Diego County
residents to community, health, and disaster resources. By dialing 211 or visiting their website,
individuals can access help with housing, food, healthcare, utility assistance, and more. This
Consolidated Plan incorporates data collected from Carlsbad residents who utilized 211 services
between July 2023 and June 2024 (FY 2023-24). The inclusion of this data enhances the City’s
understanding of community needs and gaps in services, especially those that may not have
been fully captured through traditional community engagement efforts. The information
gathered includes demographic and socioeconomic indicators, as well as details on the referral
types and associated services.
Between July 2023 and June 2024, a total of 2,202 Carlsbad residents accessed services through
2-1-1, resulting in 4,431 referrals to various providers. As shown in Figure NA-05.01, the largest
age groups utilizing 2-1-1 were individuals aged 40 to 49 and 50 to 59, each comprising 20
March 25, 2025 Item #12 Page 43 of 578
Consolidated Plan CARLSBAD 30
percent of clients. Most clients identified as women (64 percent), and 35 percent of households
included children. Additionally, 2-1-1 clients were disproportionately persons of color. While
non-Hispanic White/Caucasian individuals make up 66 percent of Carlsbad’s population
(according to 2023 5-Year ACS Data), they accounted for only 51 percent of clients. In contrast,
Black/African American residents, who represent just 1 percent of the city’s population, made
up 10 percent of clients. Similarly, individuals identifying as Hispanic or Latino, are 17 percent of
the city’s population, but represented 24 percent of the clients.
Figure NA-05.01: Clients Living in Carlsbad – Demographics
Source: 2-1-1 San Diego, FY 2023-2024
March 25, 2025 Item #12 Page 44 of 578
Consolidated Plan CARLSBAD 31
Figure NA-05.02 indicates that most 2-1-1 callers had at least some college education (49
percent), however, 45 percent reported being unemployed and an additional 16 percent
reported being disabled and/or unable to work. Furthermore, 82 percent of the callers reported
earning an extremely low income (less than 30 percent of AMI).
Figure NA-05.02: 2-1-1 Clients Living in Carlsbad – Socioeconomic Indicators
Source: 2-1-1 San Diego, FY 2023-2024
March 25, 2025 Item #12 Page 45 of 578
Consolidated Plan CARLSBAD 32
In FY 2023-24, the 2,202 Carlsbad residents who utilized 2-1-1 services reported a total of 6,655
needs. As shown in Figure NA-05.03 below, needs related to housing and utilities accounted for
the largest share of these needs (43 percent). The next commonly identified need was income
support and education (12 percent).
Figure NA-05.03: 2-1-1 Clients Living in Carlsbad – Needs
Source: 2-1-1 San Diego, FY 2023-2024
March 25, 2025 Item #12 Page 46 of 578
Consolidated Plan CARLSBAD 33
Figure NA- 05.04 shows that, of the 87 assessments conducted for Carlsbad clients with
nutrition needs in FY 2023-24, 56 percent reported being often concerned that their food
supply would run out, and 53 percent indicated that they often experienced running out of
food. Additionally, 80 percent reported having to meet other basic needs before they could pay
for nutritional needs.
Figure NA-05.04: 2-1-1 Clients Living in Carlsbad – Nutrition Assessments
Source: 2-1-1 San Diego, FY 2023-2024
March 25, 2025 Item #12 Page 47 of 578
Consolidated Plan CARLSBAD 34
Figure NA-05.05 shows that, of the 118 assessments conducted for Carlsbad clients with
housing needs in FY 2023-24, 86 percent of clients reported an immediate housing need.
Additionally, 245 clients identified as experiencing some form of homelessness.
Figure NA-05.05: 2-1-1 Clients Living in Carlsbad – Housing Assessments
Source: 2-1-1 San Diego, FY 2023-2024
Figure NA-05.06 shows that, of the 120 assessments conducted for Carlsbad clients with utility-
related needs in FY 2023-24, 70 percent of clients noted that their utility bill represented more
than 25 percent of their income and 8 percent reported having their utilities shut off.
Additionally, 81 percent reported that at least one of their utility bills were past due.
Figure NA-05.06: 2-1-1 Clients Living in Carlsbad – Utility Assessments
Source: 2-1-1 San Diego, FY 2023-2024
March 25, 2025 Item #12 Page 48 of 578
Consolidated Plan CARLSBAD 35
Figure NA-05.07 below provides a map of the zip codes of the Carlsbad residents utilizing 2-1-1
services in FY 2023-2024.
Figure NA-05.07: 2-1-1 Clients Living in Carlsbad – Clients by Zip Code
Source: 2-1-1 San Diego, FY 2023-2024
March 25, 2025 Item #12 Page 49 of 578
Consolidated Plan CARLSBAD 36
2-1-1 Data for Clients with Domestic Violence Needs Living in San Diego County
To protect the confidentiality of the small number of 2-1-1 clients with domestic violence
related needs, specific data, demographics, and statistics regarding these clients is only
available at the countywide level and cannot be disaggregated for individual cities, including
Carlsbad. For the purposes of this Consolidated Plan, this countywide data is included to
provide a broader understanding of domestic violence-related needs within the region. While
this data does not offer city-specific insights, it serves as an important indicator of the
prevalence and nature of domestic violence challenges across San Diego County and helps
inform strategies to address these issues at both the regional and local levels.
Between July 2023 and June 2024, 2-1-1 San Diego reported receiving calls from 3,668 clients in
San Diego County who shared that they were experiencing domestic violence. Of these clients,
82 percent were female, and they were most commonly between the ages of 30 to 39 (33
percent). The following figure shows that 44 percent of the 3,668 clients experiencing domestic
violence had children. In terms of racial demographics, 38 percent of the clients were White,
which is less than their share of the population in San Diego County (43 percent according to
2023 5-Year ACS Data). Similarly, persons who identify as Hispanic represent 29 percent of
clients, which is less than their share of the population (34 percent). In contrast, while
Black/African Americans constitute only 4 percent of the population, they represent 22 percent
of the clients.
March 25, 2025 Item #12 Page 50 of 578
Consolidated Plan CARLSBAD 37
Figure NA-05.08: 2-1-1 Clients with Domestic Violence-Related Needs in San Diego County –
Demographics
Source: 2-1-1 San Diego, FY 2023-2024
March 25, 2025 Item #12 Page 51 of 578
Consolidated Plan CARLSBAD 38
Figure NA-05.09 below indicates that approximately 47 percent of clients reported having some
college education, while 48 percent identified as unemployed. An additional 17 percent
reported being unable to work or having a disability. Furthermore, 88 percent of clients
reported earning an extremely low income, underscoring the significant economic challenges
often faced by survivors of domestic violence.
Figure NA-05.09: 2-1-1 Clients with Domestic Violence-Related Needs in San Diego County –
Socioeconomic Indicators
Source: 2-1-1 San Diego, FY 2023-24
March 25, 2025 Item #12 Page 52 of 578
Consolidated Plan CARLSBAD 39
In FY 2023-24, the 3,668 County residents with domestic violence-related needs who utilized 2-
1-1 services reported a total of 8,608 needs, of which 55 percent were related to housing
needs. More specifically, 45 percent of the needs were related to seeking domestic violence
shelters. These calls resulted in 7,135 total referrals, most commonly to the YWCA of San Diego
County (Becky’s House Emergency Shelter), Shaback Altruistic, and Community Resource Center
(Carol’s House).
Figure NA-05.10: 2-1-1 Clients with Domestic Violence-Related Needs in San Diego County –
Client Needs
Source: 2-1-1 San Diego, FY 2023-24
March 25, 2025 Item #12 Page 53 of 578
Consolidated Plan CARLSBAD 40
Figure NA-05.11 shows that, of the 110 assessments conducted for County clients with both
domestic violence-related needs and nutrition needs in FY 2023-24, 59 percent reported being
often concerned that their food supply would run out, and 61 percent indicated that they often
experienced running out of food. Additionally, 72 percent reported having to meet other basic
needs before they could pay for nutrition needs.
Figure NA-05.11: 2-1-1 Clients with Domestic Violence-Related Needs in San Diego County –
Nutrition Assessments
Source: 2-1-1 San Diego, FY 2023-24
March 25, 2025 Item #12 Page 54 of 578
Consolidated Plan CARLSBAD 41
Figure NA-05.12 shows that, of the 878 assessments conducted for County clients with both
domestic violence-related needs and housing needs in FY 2023-24, 90 percent of the clients
reported an immediate housing need. Additionally, 1,155 individuals identified as experiencing
some form of homelessness.
Figure NA-05.12: 2-1-1 Clients with Domestic Violence-Related Needs in San Diego County –
Housing Assessments
Source: 2-1-1 San Diego, FY 2023-24
March 25, 2025 Item #12 Page 55 of 578
Consolidated Plan CARLSBAD 42
Figure NA-05.13 shows that, of the 96 assessments conducted for County clients with both
domestic violence-related needs and utility-related needs in FY 2023-24, 87 percent of clients
noted that their utility bill represented more than 25 percent of their income and 4 percent
reported having their utilities shut off. Additionally, 84 percent reported that at least one of
their utility bills were past due.
NA-05.13: 2-1-1 Clients with Domestic Violence-Related Needs in San Diego County – Utility
Assessments
Source: 2-1-1 San Diego, FY 2023-2024
March 25, 2025 Item #12 Page 56 of 578
Consolidated Plan CARLSBAD 43
Figure NA-05.14 below provides a map of the zip codes of San Diego County residents
experiencing domestic violence who utilized 2-1-1 services in FY 2023-24.
NA-05.14: 2-1-1 Clients with Domestic Violence-Related Needs in San Diego County –
Referrals by Zip Code
Source: 2-1-1 San Diego, FY 2023-24
March 25, 2025 Item #12 Page 57 of 578
Consolidated Plan CARLSBAD 44
If the PJ will establish a preference for a HOME TBRA activity for persons with a specific
category of disabilities (e.g., persons with HIV/AIDS or chronic mental illness), describe their
unmet need for housing and services needed to narrow the gap in benefits and services
received by such persons. (See 24 CFR 92.209(c)(2) (ii))
Not applicable, as the City does not administer a HOME Tenant-Based Rental Assistance (TBRA)
program.
March 25, 2025 Item #12 Page 58 of 578
Consolidated Plan CARLSBAD 45
NA-50 Non-Housing Community Development Needs - 91.415, 91.215 (f)
Describe the jurisdiction’s need for Public Facilities:
With a population of 114,500 people and continued growth, the City must provide a spectrum
of services to address the public facilities needs in the community, including residents with low
to moderate incomes. Some of these needs include senior and youth centers, community and
parks and recreation centers, health care facilities, and childcare centers.
How were these needs determined?
Public facilities needs were identified through multiple sources, including City Council goals,
community and stakeholder meetings, and responses to surveys distributed to the community
and identified stakeholders.
In the Community Needs Assessment Survey, the community identified the top three following
public facility needs:
• Youth Centers
• Senior Centers
• Healthcare Facilities
Describe the jurisdiction’s need for Public Improvements:
In 2013, the City prepared a Carlsbad Livable Streets Assessment Report. This report highlighted
the need to increase safety features for walking between downtown parking and other area
activities. Additionally, Carlsbad has natural barriers to community planning, such as three
lagoons, Interstate 5 (I-5) and railroad tracks, causing challenges to creating accessible
connections throughout the city.
Additionally, the City’s General Plan includes a Mobility Plan – a multi-modal transportation
system to enhance safety, accessibility, and connectivity. It prioritizes livable streets for
pedestrians, cyclists, and public transit while integrating innovative traffic and parking
management strategies. By redesigning streets as public spaces and collaborating with regional
agencies, the plan supports sustainable growth through improved infrastructure, including
enhanced pedestrian crossings, ADA accessible pathways, and extended bikeways.
Public improvements typically include upgrades or expansions to streets, curbs and gutters,
sewer and drainage systems, streetlights, and sidewalks. In general, these are eligible activities
for CDBG funds within qualifying census tracts.
March 25, 2025 Item #12 Page 59 of 578
Consolidated Plan CARLSBAD 46
How were these needs determined?
Public improvement needs were identified through multiple sources, including City Council
goals, community and stakeholder meetings, and responses to surveys distributed to the
community and identified stakeholders.
The community identified the top three following public improvement needs:
• Accessibility Improvements
• Sidewalk improvements
• Street lighting
Describe the jurisdiction’s need for Public Services:
Carlsbad's need for public services is intensified by the significant increase in housing prices in
recent years, which has strained affordability for residents with low to moderate incomes. This
surge has exacerbated housing insecurity and homelessness, driving demand for mental health
services to support those impacted by economic stress and displacement. However, a lack of
accessible mental health providers compounds these challenges, leaving many residents
without critical behavioral health and substance abuse treatment. Additionally, skyrocketing
living costs have created barriers to affordable childcare, limiting workforce participation for
families and heightening economic disparities. Youth in lower-income households are
particularly affected, with fewer opportunities for enrichment programs and safe recreational
spaces. These interconnected issues underscore Carlsbad’s urgent need for robust public
services to mitigate the social impacts of rising costs and limited access to care.
An essential part of the City’s five-year plan is to provide services for those most in need.
Various populations rely on specific programs that are provided by either the City or nonprofit
organizations, using CDBG and non-CDBG funding. These programs are designed to fill voids
due to a household’s lack of resources or lack of direct access to these necessities.
How were these needs determined?
Public services needs were identified through multiple sources, including City Council goals,
community and stakeholder meetings, and responses to surveys distributed to the community
and identified stakeholders.
The community identified the top three following public service needs:
• Mental health services
• Childcare centers
• Youth activities
March 25, 2025 Item #12 Page 60 of 578
Consolidated Plan CARLSBAD 47
Based on the needs analysis above, describe the State's needs in Colonias
Not applicable, as the jurisdiction does not represent the State.
March 25, 2025 Item #12 Page 61 of 578
Consolidated Plan CARLSBAD 48
Housing Market Analysis
MA-05 Overview
Housing Market Analysis Overview
As of 2023, the San Diego Association of Governments (SANDAG) estimates that Carlsbad has a
total of 48,066 housing units, representing a 3.9 percent increase since 2018. A detailed
breakdown of unit types is shown in Table MA-05.01 below. While there was a decrease in the
number of detached single-family housing units, there was a significant increase in the number
of attached single-family housing units and multifamily units, which are often more affordable
than detached single-family dwellings. There was no change in the number of mobile homes
during this period.
Table MA-05.01: Total Housing Units
Housing Type 2018 2023 % Change
Single Family – Detached 24,512 23,289 -4.9%
Single Family – Attached 7,138 9,002 26.1%
Multifamily 13,285 14,458 8.8%
Mobile Homes 1,317 1,317 0.0%
Total 46,252 48,066 +3.9%
Source: SANDAG, 2018 and 2023
March 25, 2025 Item #12 Page 62 of 578
Consolidated Plan CARLSBAD 49
As shown in Table MA-05.02 below, median single-family home sales prices increased
significantly throughout San Diego County from 2019 to 2024. As of July 2024, the median
home sales price in Carlsbad was $1,804,400, reflecting an 84 percent increase between 2019
and 2024, which was the second highest increase in median home prices in the region.
Table MA-05.02: Regional Median Single-Family Home Sales Price
Urban County July 2019
Year to Date
July 2024
Year to Date
% Change
Coronado $2,050,000 $3,002,500 +46%
Del Mar $2,000,000 $3,447,500 +72%
Imperial Beach $615,000 $925,000 +50%
Lemon Grove $473,000 $763,000 +61%
Poway $785,000 $1,396,000 +78%
Solana Beach $1,475,600 $2,850,500 +93%
San Diego HOME
Consortium
Cities
July 2019
Year to Date
July 2024
Year to Date
% Change
Carlsbad $979,500 $1,804,400 +84%
Encinitas $1,415,000 $2,199,800 +55%
La Mesa $608,800 $997,500 +64%
San Marcos $689,800 $1,115,000 +62%
Santee $540,000 $850,000 +57%
Vista $548,200 $944,000 +72%
San Diego
Region
July 2019
Year to Date
July 2024
Year to Date
% Change
$647,000 $1,058,000 +64%
Source: Greater San Diego Association of Realtors, 2019 and 2024.
In previous Consolidated Plans, the City utilized the Housing Opportunity Index (HOI) to
measure the percentage of homes affordable to households earning the median income.
However, the HOI has since been retired, with the final report published in the fourth quarter
of 2023. The National Association of Home Builders has replaced the HOI with the Cost of
March 25, 2025 Item #12 Page 63 of 578
Consolidated Plan CARLSBAD 50
Housing Index (CHI), which provides a clearer representation of the housing cost burden on
families with low and moderate incomes in local markets. Both the HOI and CHI are provided
below in Tables MA-05.03a and MA-053b, respectively.
As shown in Table MA-05a, the HOI indicates that only about 4 percent of homes in the San
Diego region are affordable to a household earning a median income. The CHI introduces two
new metrics: the percentage of a typical family’s income required for a mortgage payment and
the percentage of a low-income household’s income needed for a mortgage payment. As
shown in Table MA-05.03b, in the San Diego region, 70 percent of a typical family’s income
would be needed for a mortgage payment, and 141 percent of a low-income family’s income
would be needed.
Table MA-05.03a: Housing Opportunity Index Affordability Rank, 4th Quarter 2023
Housing Opportunity Index: 4th Quarter 2023
By Affordability Rank
California Metro Area
HOI 4th Qtr.
2023 Share of
Homes
Affordable for
Median Income
Median
Family
Income
(000s)
4th Qtr.
2023
Median
Sales Price
(000s)
4th Qtr. 2023
Affordability Rank
National Regional
Santa Cruz-Watsonville 11.6 132.8 950 222 55
Santa Rosa-Petaluma 11.2 128.1 760 224 56
San Jose-Sunnyvale-Santa
7.1 181.3 1400 232 63
Salinas 6.6 100.4 835 233 64
Napa 5.7 129.6 841 234 65
*San Francisco-San Mateo-
Redwood City
5.7 173.2 1446 234 65
San Luis Obispo-Paso Robles 5.5 113.1 812 236 67
San Diego-Chula Vista-
Carlsbad 4.0 116.8 828 239 70
*Anaheim-Santa Ana-Irvine 2.9 127.8 1085 240 71
*Los Angeles-Long Beach-
Glendale 2.7 98.2 850 241 72
*Indicate Metropolitan Divisions. All others are Metropolitan Statistical Areas.
Source: National Association of Homebuilders, 2024
March 25, 2025 Item #12 Page 64 of 578
Consolidated Plan CARLSBAD 51
Table MA-05.03b: Cost of Housing Index by Affordability Rank, 3rd Quarter 2024
Metropolitan Statistical Area CHI Low-Income
CHI
Median Home
Price (000’s)
Median Family
Income (000’s)
San Jose-Sunnyvale-Santa Clara 85% 170% 1,900 184.3
San Francisco-Oakland-Berkeley 68% 137% 1,309 159.8
San Diego-Chula Vista-Carlsbad 70% 141% 1,010 119.5
Riverside-San Bernardino-Ontario 51% 102% 590 97.5
Fresno 43% 86% 430 84.3
Sacramento-Roseville-Folsom 42% 83% 560 113.3
Note: CHI is the percentage of a typical family’s income needed for a mortgage payment. Low-income CHI is the
percentage of a low-income family’s income needed for a mortgage payment, with low-income being defined as 50
percent of the AMI. Source: National Association of Home Builders, 2024
The primary source of information on rental costs in the San Diego Region is the Southern
California Rental Housing Association (SCRHA), which conducts two surveys of rental properties
per year. In the spring of 2024, approximately 6,000 surveys were sent out to rental property
owners and managers throughout San Diego County. Note, that, although this survey sampled a
broad variety of rental housing, it was not a scientific sampling. According to SCRHA, Carlsbad’s
current average rental vacancy rate is 0.5 percent with average rents as shown in Table MA-
05.04. High rental costs in Carlsbad and throughout San Diego continue to pose challenges for
residents, particularly those with low to moderate incomes, underscoring the ongoing needs for
affordable housing initiatives in the region.
Table MA-05.04: Average Rents
Bedroom Size Spring 2023 Spring 2024 % Increase or Decrease
Studio $1,570 $1,674 6.6%
1 Bedroom $1,557 $2,050 31.7%
2 Bedrooms $2,181 $2,398 9.9%
3+ Bedrooms $2,996 $4,500 50.2%
Source: Southern California Regional Housing Association, 2024
Carlsbad’s housing stock is much newer on average compared to other cities in San Diego
County. This suggests households may pay less on repairs and upgrades compared to other
areas. Although Carlsbad was incorporated more than 50 years ago, most housing in Carlsbad is
fairly new. According to 2022 5-Year ACS data, the majority (approximately 67 percent) of
Carlsbad’s housing stock was constructed after 1979. To assist homeowners with low to
moderate incomes in making necessary repairs, the City offers a Minor Home Repair Program
for income-qualified homeowners utilizing local Housing Trust Fund dollars.
March 25, 2025 Item #12 Page 65 of 578
Consolidated Plan CARLSBAD 52
MA-45 Non-Housing Community Development Assets - 91.410, 91.210(f)
Introduction
Carlsbad is a pivotal hub within the San Diego region’s life sciences cluster. The city is home to
over 100 life sciences firms specializing in medical services, diagnostics, and pharmaceutical
research and development (R&D). According to the City’s Economic Scan Report for the first
quarter of FY 2024-25, this sector is notably 5.5 times more concentrated in Carlsbad compared
to the national average.
The Information and Communications Technologies (ICT) sector also plays a vital role in
Carlsbad’s economy, with a concentration 2.5 percent higher than the national average.
Between 2018 and 2020, ICT experienced a 3.3 percent growth in employment, reflecting its
steady expansion.
In addition, Carlsbad has established itself as a leader in cleantech, with a concentration 4.7
times greater than the national average and consistent growth since 2017. The Sports
Innovation and Design industry is another area of strength, boasting a concentration 5.1 times
higher than the national average.
The COVID-19 pandemic significantly impacted employment across several sectors. Both
cleantech and the Sports Innovation and Design industry faced sharp declines in job numbers,
while the hospitality and tourism industry also experienced severe setbacks in 2019 and 2020.
Despite these challenges, the hospitality and tourism sector are showing signs of recovery as
the economy gradually rebounds.
March 25, 2025 Item #12 Page 66 of 578
Consolidated Plan CARLSBAD 53
Economic Development Market Analysis
The tables in this section provide U.S. Census Bureau and ACS data regarding the economic
Table MA 45.01: Business Activity
Business Sector Number
of
Workers
Number
of Jobs
Share
of
Workers
(%)
Share
of Jobs
(%)
Job Less
Workers
Administration & Support, Waste
Management and Remediation 2,599 3,997 5.9 6.1 -0.1
Agriculture, Mining, Oil & Gas Extraction 361 174 0.8 0.3 -0.6
Arts, Entertainment, Accommodations 4,037 6,832 9.2 10.4 1.2
Construction 2,105 2,569 4.8 3.9 -0.9
Education and Health Care Services 9,343 8,430 21.3 12.8 -8.5
Finance, Insurance, and Real Estate 2,926 3,385 6.7 5.1 -1.5
Information 1,220 1,049 2.8 1.6 -1.2
Manufacturing 4,250 12,606 9.7 19.1 9.4
Other Services 1,335 1,554 3.0 2.4 -0.7
Professional, Scientific, Management
Services 7,127 10,455 16.3 15.9 -0.4
Public Administration 1,343 1,488 3.1 2.3 -0.8
Retail Trade 3,682 6,891 8.4 10.5 2.1
Transportation & Warehousing 1,214 1,344 2.8 2.0 -0.7
Wholesale Trade 2,295 5,103 5.2 7.7 2.5
Grand Total 43,837 65,877 100% 100% 0.0%
Note: In the “Jobs less workers %” column, a negative number reflects an oversupply of labor for the
sector (more workers than jobs) and a positive number reflects an undersupply of labor (more jobs than
workers). Number of workers are based on where workers live; number of jobs are based on where
workers are employed. Both analyses are based on primary jobs.
Data Source: U.S. Census Bureau Longitudinal Employer-Household Dynamics OnTheMap, 2021
March 25, 2025 Item #12 Page 67 of 578
Consolidated Plan CARLSBAD 54
Table MA 45.02: Labor Force
Total Population in the Civilian Labor Force 58,822
Civilian Employed Population 16 years and over 55,297
Unemployment Rate 6.0%
Unemployment Rate for Ages 16-24 11.2%
Unemployment Rate for Ages 25-65 5.2%
Source: ACS, 2018 – 2022 [Tables DP03 & B23001]
Table MA 45.03: Travel Time
Travel Time Number of
Commuters Percentage
< 30 Minutes 24,408 59%
30-59 Minutes 13,276 32%
60 or More Minutes 3,911 9%
Total 41,595 100%
Source: ACS, 2018 – 2022 [Table B08303]
Table MA 45.04: Educational Attainment by Employment Status (Population 25 to 64 Years)
Education Attainment Level
In Labor Force Not in Labor
Force Civilian
Employed Unemployed
Less than high school graduate 1,427 205 1,128
High school graduate (includes equivalency) 3,856 192 1,221
Some college or associate’s degree 10,483 710 3,273
Bachelor’s degree or higher 30,628 1,497 5,387
Source: ACS, 2018 - 2022 [Table B23006]
March 25, 2025 Item #12 Page 68 of 578
Consolidated Plan CARLSBAD 55
Table MA 45.05: Educational Attainment by Age
Educational Attainment Age
18–24 yrs 25–34 yrs 35–44 yrs 45–64 yrs 65+ yrs
Less than 9th grade 22 277 162 498 771
9th to 12th grade, no diploma 581 674 538 628 419
High school graduate, GED, or
alternative 1,852 915 1,119 3,282 2,917
Some college, no degree 2,782 2,393 2,254 5,513 4,172
Associate’s degree 627 766 1,324 2,407 1,869
Bachelor’s degree 1,548 5,622 6,230 11,912 5,078
Graduate or professional degree 25 1,860 4,036 8,342 5,220
Source: ACS, 2018 - 2022 [Table B15001]
Table MA 45.06: Educational Attainment – Median Earnings in the Past 12 Months
Educational Attainment Median Earnings in the Past 12 Months
Less than high school graduate $20,437
High school graduate (includes equivalency) $38,997
Some college or associate’s degree $51,682
Bachelor’s degree $95,376
Graduate or professional degree $123,805
Source: ACS, 2018 - 2022 [Table B20004]
Based on the Business Activity table above, what are the major employment sectors within
your jurisdiction?
Based on the Business Activity Table (Table MA-45.01), the three major employment sectors in
Carlsbad include Manufacturing; Professional, Scientific, and Management Services; and
Education and Health Care Services. Together, these industries represent nearly 48 percent of
the jobs in Carlsbad and employ 47 percent of the city’s workforce.
In the Manufacturing sector, which has the highest share of jobs in the City at 19.1 percent, the
number of jobs exceeds the number of workers, which indicates that the sector serves as a
regional economic hub, drawing workers from neighboring areas. This reliance on commuting
workers can increase traffic and demand for transit infrastructure. It may also reflect a skills
March 25, 2025 Item #12 Page 69 of 578
Consolidated Plan CARLSBAD 56
mismatch, where the local workforce lacks the qualifications needed for available jobs,
prompting employers to hire from outside the city. Overall, the surplus of jobs highlights the
sector’s economic strength and its importance beyond the city’s immediate population.
Alternatively, in the Education and Health Care Services and Professional, Scientific, and
Management Services sectors, the number of workers exceed the number of jobs, which
suggests a limited local employment base, potentially resulting in residents commuting
elsewhere for work. This can strain regional infrastructure, reduce local economic activity, and
limit opportunities for community development. It may also indicate challenges such as a
declining industry, a mismatch between workforce skills and available jobs, or an economy
reliant on other sectors.
According to the 2022 Carlsbad Biennial Business Report, the Hospitality and Tourism sector
experienced significant growth of 41 percent between 2013 and 2016. However, this growth
was sharply reversed in 2019 and 2020 due to the impact of the COVID-19 pandemic. As
reflected in Table MA-45.01, the Arts, Entertainment, and Accommodations sector accounted
for 10.4 percent of jobs in Carlsbad, representing a nearly 9 percent decline compared to the
percentage reported in the previous Consolidated Plan. This sector experienced the largest
reduction in job share across all sectors, highlighting its vulnerability during the pandemic.
As shown in Table MA-45.02, the overall unemployment rate in Carlsbad is 6.0 percent
according to the 2022 5-Year ACS data. However, California Employment Development
Department data from October 2024 suggests that the overall unemployment rate is 4.4
percent. Unemployment is higher among younger workers, with a rate of 11.2 percent for those
aged 16 to 24.
Table MA-45.03 highlights commuting patterns in Carlsbad for workers. Most workers
commute less than 30 minutes (59 percent). Only 9 percent of workers travel more than an
hour to work. This figure, while slightly higher, is consistent with the regional patters in San
Diego County, where 7 percent of commuters travel more than an hour. Longer commute times
are associated with higher transportation costs, increased greenhouse gas emissions, and a
range of negative health impacts.
Educational attainment stronger correlates with labor force participation and employment
rates. As shown in Table MA-45.04, of the population aged 25 to 64 years old with less than a
high school diploma, 41 percent are not participating in the labor force. In contrast, only 14
percent of individuals with a bachelor’s degree or higher are not in the labor force. This data
indicates that higher education levels increase the likelihood of employment.
The relationship between education and earnings is clear. As shown in Table MA-45.06, median
earnings for Carlsbad’s residents aged 25 years and older without a high school diploma are
March 25, 2025 Item #12 Page 70 of 578
Consolidated Plan CARLSBAD 57
$20,437, while high school graduates earn a median income of $38,997, representing a 91
percent increase. Earnings continue to rise with higher education levels. Those with a
bachelor’s degree have median earnings of $95,376, and individuals with a graduate or
professional degree have median earnings of $123,805. This data underscores the significant
economic benefits of obtaining a high school diploma, college degree, or higher education
credential.
Describe the workforce and infrastructure needs of the business community:
Workforce and talent availability continue to be significant concerns for Carlsbad businesses.
The ability to find and recruit entry- to mid-level employees, as well as high-skill talent,
consistently ranked among the lowest satisfaction areas in biennial surveys conducted by
Carlsbad in 2019 and 2021. In 2021, only 18 to 21 percent of firms expressed satisfaction with
their access to qualified talent, reflecting a three- to four-percentage point increase in
dissatisfaction compared to 2019. Hiring difficulties have intensified over the years, with 78
percent of firms reporting either "great" or "some" difficulty in finding qualified candidates in
2021, up from 65 percent in 2019. The primary challenge cited by 17 percent of respondents
was a small applicant pool or competition for workers, a slight increase from 2019.
Firms seeking entry-level workers faced particular challenges, with 82 percent indicating some
level of hiring difficulty, compared to 71 percent for firms seeking only experienced workers.
Companies looking to hire a mix of entry-level and experienced positions reported the highest
difficulty, with 9 percent experiencing "great" or "some" challenges in finding suitable
candidates. These trends highlight the growing concern among businesses regarding the
availability of qualified workers to meet their hiring standards.
Furthermore, enhanced transportation systems, including improved road networks, public
transit, parking, and multimodal options like bike lanes, are essential to reduce congestion and
improve accessibility for both residents and those who are commuting to Carlsbad for work.
Describe any major changes that may have an economic impact, such as planned local or
regional public or private sector investments or initiatives that have affected or may affect
job and business growth opportunities during the planning period. Describe any needs for
workforce development, business support or infrastructure these changes may create.
Carlsbad is a member of Innovate 78, a collaborative of five jurisdictions along the State Route
78 – Carlsbad, Escondido, Oceanside, San Marcos, and Vista – to boost economic prosperity.
Innovate 78 lists resources available within each jurisdiction, analyzes economic data, and
produces economic reports meant to better inform policymakers and the public regarding
economic development. Through Innovate78, an initiative called Startup78 was launched to
March 25, 2025 Item #12 Page 71 of 578
Consolidated Plan CARLSBAD 58
promote the growth and connectedness of the startup and entrepreneurial ecosystem in North
County.
The City also supports efforts to build up the tech ecosystem in Carlsbad and San Diego like San
Diego Tech Hub. Hosted at Walmart Labs in Carlsbad, the mission is to create a flourishing tech
community in the San Diego region that is collaborative, diverse, and known for its positive
impact on the regional economy and the community at large. San Diego Tech Hub facilitates
opportunities to build authentic relationships between people, businesses, and community
partners of the San Diego area.
One of the Carlsbad City Council members is a member of SANDAG's Board of Directors, which
gives the City a voice in regional initiatives and investments. The most significant effort
SANDAG is working on is its 5 Big Moves, a long-term vision for a bold new transportation
system throughout the County. The 5 Big Moves are:
o Complete Corridors
o Transit Leap
o Mobility Hubs
o Flexible Fleets
o Next Operating System
In 2020, the City relaunched their Carlsbad Life in Action initiative, which enhanced offerings to
better connect talent with local businesses. This reimagined platform provides resources, such
as a hiring toolkit for employers, neighborhood finder quizzes for prospective residents, and
data on commercial properties and co-working spaces, all designed to support both job seekers
and businesses in Carlsbad.
How do the skills and education of the current workforce correspond to employment
opportunities in the jurisdiction?
The workforce data in Carlsbad suggests a strong alignment between higher education
attainment and employment opportunities. As shown in Table MA-45.04, individuals with a
bachelor's degree or higher constitute the largest portion of the employed population, with
30,628 employed and 1,497 unemployed, indicating robust demand for highly skilled workers in
sectors such as Professional, Scientific, and Management Services. Those with some college
education or an associate’s degree also have significant employment levels (10,483), reflecting
opportunities in fields requiring technical skills or specialized training, such as healthcare and
support roles in professional services.
Conversely, individuals with lower education levels face limited opportunities. High school
graduates (or equivalent) account for 3,856 employed and 192 unemployed, while those with
March 25, 2025 Item #12 Page 72 of 578
Consolidated Plan CARLSBAD 59
less than a high school diploma have the lowest employment levels at 1,427 and relatively
higher unemployment (205). This trend underscores the need for targeted workforce
development initiatives, such as upskilling programs and educational outreach, to bridge skill
gaps and better align the workforce with Carlsbad's employment demands in knowledge-
intensive sectors.
Describe any current workforce training initiatives, including those supported by Workforce
Investment Boards, community colleges and other organizations. Describe how these efforts
will support the jurisdiction's Consolidated Plan.
The San Diego Workforce Partnership (SDWP) is a nonprofit organization that provides
workforce development services to support job seekers, employers, and the local economy in
San Diego County. It works to connect individuals with meaningful employment opportunities
while helping businesses meet their workforce needs. The organization designs and delivers
programs that focus on skills training, career development, and employment pathways for
people of all ages, with a special emphasis on underserved and disadvantaged communities.
Through collaborations with educational institutions, government agencies, nonprofits, and
businesses, the San Diego Workforce Partnership offers resources, such as job training
programs, career counseling, and paid work experience. They also analyze labor market data to
identify emerging job trends, ensuring their programs align with regional economic demands.
Their initiatives cover a range of sectors, including healthcare, technology, manufacturing, and
green industries, contributing to workforce resilience and economic growth in the San Diego
region.
The SDWP has five strategic pillars: inclusive business growth, job quality, outcomes-focused
funding, population-specific interventions, and 2Gen (multigenerational professional services).
These pillars allow SDWP to focus on the region's priority sectors:
o Advanced manufacturing
o Energy, construction, and utilities
o Education and human development
o Healthcare
o Information and communication technologies and digital media
o Life sciences and biotechnology
o Public administration
The City also partners with MiraCosta College, hosting the MiraCosta Technology Career
Institute at a City-owned building. MiraCosta Technology Career Institute (TCI) offers local
community members the opportunity to enhance their lives and their careers with low-cost
classes, workshops, and programs. From enrichment classes to job training programs, all
March 25, 2025 Item #12 Page 73 of 578
Consolidated Plan CARLSBAD 60
MiraCosta TCl's programs and classes are fee based and not-for-credit. MiraCosta TCl's fast
track training programs offer students a place to start and learn new skills to advance their
careers and to help find meaningful employment in our local businesses. The institute provides
job training in the fields of advanced manufacturing, engineering, healthcare, security,
veterinary science and professional skills training. Many Carlsbad employers partner with
MiraCosta TCI to train future employees for specialized skills needed on the job.
Lastly, the City supports the San Diego North Economic Development Council's (SDNEDC) North
County Manufacturing and Engineering Day held in October during the nationwide
Manufacturing Week. Held at California State University, San Marcos, the expo highlights
careers in manufacturing, science and engineering to over 1,000 North County high school and
middle school students.
Does your jurisdiction participate in a Comprehensive Economic Development Strategy
(CEDS)?
The City does not participate in a CEDS.
If so, what economic development initiatives are you undertaking that may be coordinated
with the Consolidated Plan? If not, describe other local/regional plans or initiatives that
impact economic growth.
Not applicable, as the City does not participate in a CEDS.
Discussion
Please see above.
March 25, 2025 Item #12 Page 74 of 578
Consolidated Plan CARLSBAD 61
MA-50 Needs and Market Analysis Discussion
Are there areas where households with multiple housing problems are concentrated?
(include a definition of "concentration")
As stated previously, the four major housing problems recognized by HUD are as follows:
• Substandard Housing Unit – Lacks Complete Kitchen Facilities. A complete kitchen
consists of a sink with running water, a stove or range, and a refrigerator.
• Substandard Housing Unit – Lacks Complete Plumbing Facilities: Complete plumbing
consists of hot and cold running water, a flush toilet, and a bathtub or shower.
• Cost Burdened Household: Monthly housing costs exceed 30 percent of monthly income.
A household is severely cost burdened if their monthly housing costs exceed 50 percent
of their monthly income. Note that, for renters, housing costs include contract rent and
utilities. For owners, housing costs include mortgage payments, utilities, association fees,
insurance, and real estate taxes.
• Overcrowded Household: More than one person per room. Severe overcrowding is more
than 1.5 persons per room.
March 25, 2025 Item #12 Page 75 of 578
Consolidated Plan CARLSBAD 62
Figure MA-05.01 is a map indicating census tracts with a concentration of low-income
households with any of the four severe housing problems.
Figure MA-50.01: Percentage of Households with Low Incomes and any of the Four Severe
Housing Problems
Source: U.S. Department of Housing and Urban Development
March 25, 2025 Item #12 Page 76 of 578
Consolidated Plan CARLSBAD 63
Figure MA-50.02 indicates which census tracts have a concentration of cost-burdened
households. Collectively, Figures MA-05.01 and MA-05.02 illustrate a correlation between
census tracts that have a concentration of low-income households with severe housing
problems and census tracts that have a concentration of low-income households with severe
cost burden. Note that severe cost burden (paying more than 50 percent of household income
on housing costs) is one of the severe housing problems.
Figure MA-50.02: Percentage of Households with Low Incomes and Severe Cost Burden
Source: U.S. Department of Housing and Urban Development
Are there any areas in the jurisdiction where racial or ethnic minorities or low-income
families are concentrated? (include a definition of "concentration")
For the purpose of this analysis, a “racial or ethnic concentration” is any census tract which a
racial or ethnic minority group makes up 10 percent or more of the population than the city as
a whole. According to 2023 5-Year ACS data, the racial and ethnic breakdown of Carlsbad is as
follows:
• White alone: 66.0%
• Hispanic or Latino (of any race): 16.8%
March 25, 2025 Item #12 Page 77 of 578
Consolidated Plan CARLSBAD 64
• Asian alone: 9.4%
• Two or More Races: 6.1%
• Black alone: 1.0%
• American Indian and Alaska Native alone: 0.1%
• Native Hawaiian and Other Pacific Islander alone: 0.1%
Figure MA-05.03 depicts the non-white percentage of the population in each census tract in the
city. The white populations comprise approximately 66.0 percent of the city's population, so a
census tract with a percentage of non-white population greater than 44.0 percent would
indicate a concentration of racial or ethnic minorities. These tracts are represented in darker
shades of pink.
Figure MA-50.03: Non-White Population (by percentage) by Census Tract
Source: Opportunity Atlas
March 25, 2025 Item #12 Page 78 of 578
Consolidated Plan CARLSBAD 65
Figure MA-50.04 indicates census tracts with a concentration of households with low incomes
(earning below 80 percent of the HAMFI).
Figure MA-50.04: Concentration of Households with Low Incomes by Census Tracts
Source: U.S. Department of Housing and Urban Development
What are the characteristics of the market in these areas/neighborhoods?
As shown in Figure MA-05.01., the majority of Carlsbad’s census tracts have a relatively large
share of households who are low income and experience a severe housing problem. However,
the census tract representing downtown Carlsbad, in the northwest region of the city, has
relatively high concentrations of households with low incomes, housing problems, and non-
white population.
March 25, 2025 Item #12 Page 79 of 578
Consolidated Plan CARLSBAD 66
Are there any community assets in these areas/neighborhoods?
This area features Carlsbad Village and Barrio. Carlsbad Village is a vibrant hub offering a variety
of shops, restaurants, and hotels, with the added benefit of close proximity to the ocean. As
one of the city’s primary tourist attractions, Carlsbad Village is supported by the Carlsbad
Village Association, a nonprofit organization dedicated to fostering business, cultural, and
community vitality. Their efforts enhance the area’s appeal as a premier destination in North
County San Diego. The association also organizes a weekly farmers’ market and hosts free
community events, contributing to the village’s dynamic atmosphere. The adjacent Barrio area
was established in the early 1900s as a residential neighborhood for immigrants, primarily
supporting the agricultural industry of the City.
Are there other strategic opportunities in any of these areas?
Improving public facilities and infrastructure remains a priority for the City. During the annual
funding process, the city can allocate CDBG funds toward eligible projects in census tracts that
qualify for CDBG funding.
March 25, 2025 Item #12 Page 80 of 578
Consolidated Plan CARLSBAD 67
MA-60 Broadband Needs of Housing occupied by Low- and Moderate-Income
Households - 91.210(a)(4), 91.310(a)(2)
Describe the need for broadband wiring and connections for households, including low- and
moderate-income households and neighborhoods.
HUD guidelines require all Consolidated Plans to include a discussion on the broadband needs
of the jurisdiction and the prevalence of the digital divide, defined as the gap between
households with access to computers and internet on a regular basis and those who do not. In
preparing the Consolidated Plan, the City used data from the Federal Communications (FCC) to
determine the number of households with and without internet access.
The internet is an essential communications and information tool, enabling users to benefit
from the growing interconnectedness of business, education, commerce, and daily activity.
Reliable internet access is increasingly recognized as a necessity for thriving in today’s economic
environment. Communities without broadband access face significant challenges in keeping
pace with the rest of the country, as limited connectivity hinders their residents’ ability to
access educational and entrepreneurial opportunities online. The issue is particularly
pronounced in low to moderate income areas, where economic opportunities are already
limited. Research indicates a strong correlation between expanded high-speed internet access
and improved educational and employment prospects, especially in small cities and rural
communities.
In Carlsbad, significant gaps in broadband coverage are minimal. Most of the city, including low-
to moderate-income areas, has access to multiple service providers. On average, Carlsbad
households have at least two (2) broadband-quality internet options. Broadband infrastructure
types in Carlsbad include fiber, DSL, fixed wireless, cable, and satellite.
Broadband access extends beyond the availability of the infrastructure; affordability remains a
critical barrier for households with low to moderate incomes. To address this issue, AT&T, Cox
Communications, and San Diego Gas & Electric (SDG&E) provide low-cost internet services to
eligible households in Carlsbad.
March 25, 2025 Item #12 Page 81 of 578
Consolidated Plan CARLSBAD 68
Figure MA-60.01 shows broadband access across Carlsbad, where broadband is defined as
service with download speeds of 25 megabits per second (Mbps) and upload speeds of 3 Mbps
(25/3 Mbps). As shown in the map, significant gaps in broadband coverage are minimal.
Figure MA-60.01- Broadband Access in Carlsbad
Source: California Interactive Broadband Map (data as of December 31, 2021)
March 25, 2025 Item #12 Page 82 of 578
Consolidated Plan CARLSBAD 69
In March 2024, the U.S. Federal Communications Commission (FCC) raised their benchmark for
high-speed fixed broadband from 25/3 Mbps to download speeds of 100 Mbps and upload
speeds of 20 Mbps (100/20 Mbps). Figure MA-06.02 shows that 100 percent of units in Carlsbad
have access to high-speed fixed broadband with speeds of at least 100/20 Mbps.
Figure MA-60.02: Units with Fixed Broadband Access in Carlsbad
Source: Federal Communications Commission (data as of December 31, 2023)
March 25, 2025 Item #12 Page 83 of 578
Consolidated Plan CARLSBAD 70
Figure MA-60.03 shows the top 10 fixed broadband providers in Carlsbad and the percentage of
units served by each provider.
Figure MA-60.03: Top 10 Fixed Broadband Providers in Carlsbad
Source: Federal Communications Commission (data as of December 31, 2023)
Describe the need for increased competition by having more than one broadband Internet
service provider serve the jurisdiction.
Multiple broadband providers serve Carlsbad. Having a variety of broadband internet providers
fosters competition, which often leads to improved service quality, lower prices, and greater
innovation in technology. It gives consumers more choices, enabling them to select a provider
that best meets their needs in terms of speed, reliability, and cost. Multiple providers can also
increase network resilience, as alternative options ensure connectivity in case of service
disruptions. This competitive landscape drives providers to continually enhance their offerings,
ultimately benefiting both residential and business users with better overall internet services.
March 25, 2025 Item #12 Page 84 of 578
Consolidated Plan CARLSBAD 71
MA-65 Hazard Mitigation - 91.210(a)(5), 91.310(a)(3)
Describe the jurisdiction’s increased natural hazard risks associated with climate change.
Carlsbad faces increasing natural hazard risks due to climate change, including rising sea levels,
coastal erosion, and more frequent storm surges, which threaten beaches, coastal
infrastructure, and bluff ecosystems. Inland areas are grappling with hotter, drier conditions
that elevate wildfire risks, while changes in precipitation patterns increase the potential for
flash flooding and strain water resources.
To address these challenges, the City of Carlsbad has proactively implemented a range of
adaptation and resilience measures. It adopted a Climate Action Plan (CAP) to reduce
greenhouse gas emissions and promote sustainable practices, including energy efficiency,
renewable energy adoption, and improved water management.
To mitigate coastal risks, Carlsbad invests in beach nourishment projects and collaborates with
regional partners on shoreline preservation initiatives. The City also has a Local Coastal Program
Land Use Plan that integrates climate resilience into its land use planning and infrastructure
design, ensuring future development considers long-term environmental risks. This multi-
jurisdictional Hazard Mitigation Plan outlines goals, objectives, and actions to mitigate the
effects of natural hazards.
Fire risk reduction efforts include enhanced vegetation management and improved emergency
response capabilities. Additionally, the City’s Chief Administrative Officer established a
Resilience Review Working Group to develop recommendations to reduce wildfire risk and
strengthen community resilience.
Describe the vulnerability to these risks of housing occupied by low- and moderate-income
households based on an analysis of data, findings, and methods.
Households in Carlsbad who are low to moderate income are disproportionately vulnerable to
the increasing natural hazards associated with climate change. While most of Carlsbad’s
housing stock was built after 1980, households with low to moderate incomes often reside in
older buildings or homes that may not have been designed to withstand hazards such as
wildfires, flooding, or extreme heat. These homes are more likely to lack adequate insulation,
fire-resistant materials, or structural reinforcement, leaving residents more exposed to damage
during a disaster or periods of inclement weather. Additionally, many areas where individuals
with low incomes reside within Carlsbad are at higher exposure to risks, such as low-lying flood-
prone zones or near the wildland-urban interface, where wildfire risks are elevated.
March 25, 2025 Item #12 Page 85 of 578
Consolidated Plan CARLSBAD 72
Analysis of local housing data and geographic information system (GIS) mapping highlights the
clustering of housing for households with low to moderate incomes in these vulnerable areas.
For example, census tract-level data paired with hazard risk assessments show an overlap
between a few affordable housing locations and regions identified as having high flood or
wildfire risk. Findings also reveal that households with low to moderate incomes have limited
financial resources to invest in protective measures, such as floodproofing, fire-resistant
upgrades, or air conditioning to mitigate extreme heat. This financial constraint extends to
post-disaster recovery, as many households with low and moderate incomes lack access to
sufficient insurance or savings to rebuild or repair their homes after a natural disaster.
Moreover, methods such as social vulnerability indices and hazard-specific risk modeling
consistently identify households with low and moderate incomes as among the most at-risk
populations in Carlsbad. These methods account for factors like income, housing tenure, and
access to transportation, which influence both the ability to prepare for and recover from
disasters.
March 25, 2025 Item #12 Page 86 of 578
Consolidated Plan CARLSBAD 73
Strategic Plan
SP-05 Overview
Strategic Plan Overview
The Strategic Plan outlines the strategies and policies with which the City plans to address the
issues and opportunities presented in the Needs Assessment and Market Analysis sections.
Ultimately, the Strategic Plan will help achieve the City's Consolidated Plan goal by guiding
investments in Carlsbad's communities and households with low to moderate incomes.
The proposed projects and activities will be undertaken with anticipated funds made available
over the next five years. The City anticipates receiving an annual funding allocation of
approximately $550,741 in CDBG funds during the 2025-2030 Consolidated Plan period.
The priorities for the 2025-2030 Consolidated Plan cycle are as follows:
• Priority 1: Affordable Housing – Produce, preserve, and provide services related to
affordable housing for-sale and rental housing.
• Priority 2: Homelessness – Increase interim shelter capacity and services, increase
access to case management, and employment and benefits support, to help promote
self-sufficiency.
• Priority 3: Fair Housing – Expand fair housing education, with a focus on awareness of
rights, promoting inclusivity, and reducing disparities to access.
• Priority 4: Planning and Administration – The City will utilize available funding to
implement the goals of the Consolidated Plan through delivery of various programs and
activities. The City will comply with reporting requirements of the CDBG regulations and
monitor the use of CDBG funds to ensure eligible and effective use of resources.
• Priority 5: Supportive Services – Increase supportive services for vulnerable groups, such
as seniors and families with low incomes, including access to services such as
healthcare, transportation, and job training.
• Priority 6: Facilities and Infrastructure. Provide and improve facilities and infrastructure
that serve low-income persons and communities.
These goals, and the funded activities meant to achieve them, align with HUD's approaches to
developing viable communities: (1) providing decent housing; (2) providing a suitable living
environment; and (3) expanding economic opportunity.
March 25, 2025 Item #12 Page 87 of 578
Consolidated Plan CARLSBAD 74
SP-10 Geographic Priorities - 91.415, 91.215(a)(1)
Geographic Area
Not applicable. Please see discussion below.
General Allocation Priorities
As a relatively small jurisdiction, the City will not be allocating funding on a geographic basis.
Funding will be provided to activities and programs based on quality and quantity of
applications, as well as the alignment with the priorities and goals outlined in the Consolidated
Plan. However, some activities must occur within CDBG- eligible block groups. The following
map shows the low to moderate income block groups in Carlsbad that are eligible for place-
based CDBG activities (bounded in blue and highlighted in yellow).
March 25, 2025 Item #12 Page 88 of 578
Consolidated Plan CARLSBAD 75
SP-25 Priority Needs - 91.415, 91.215(a)(2)
Table SP-25.01: Priority Needs
1 Priority Need Name Affordable Housing
Priority Level High
Description Production, preservation and services related to affordable
for-sale and rental housing
Population Individuals and households with low to moderate incomes
Target Area Citywide
Associated Goals Increase and preserve affordable housing opportunities for
households with low to moderate incomes.
Basis for Relative Priority Affordable housing emerged as a top priority among
residents and stakeholders throughout the community
engagement process. Additionally, most renters in
Carlsbad, and a significant share of homeowners, are
experiencing a housing cost burden. The City will continue
to face the challenge by investing in affordable housing
opportunities.
2 Priority Need Name Homelessness
Priority Level High
Description Increase interim shelter capacity and services, increase
access to case management and employment and benefits
support to help promote self-sufficiency
Population Individuals and families with low to moderate incomes
who are at risk of experiencing or experiencing
homelessness
Target Area Citywide
Associated Goals Address, prevent, and reduce homelessness.
Basis for Relative Priority The city experienced a decline in overall homelessness
between 2019 and 2024 but saw a slight increase in
unsheltered homelessness. Additionally, increasing
homeless services emerged as a top priority among
residents and stakeholders throughout the community
engagement process.
March 25, 2025 Item #12 Page 89 of 578
Consolidated Plan CARLSBAD 76
3 Priority Need Name Fair Housing
Priority Level High
Description Contract with service provider to offer services to residents
promoting housing opportunities for all persons regardless
of their protected class status. Expand fair housing
education, with a focus on awareness of rights, promoting
inclusivity, and reducing disparities to access.
Population Individuals, families, and households with low to moderate
incomes
Target Area Citywide
Associated Goals Provide fair housing services to residents of Carlsbad.
Basis for Relative Priority Fair housing services are mandated by CDBG regulations
and are made available to residents citywide. Additionally,
with the changing housing climate and newly imposed
rental laws and protections, the City is committed to
ensuring that renters and landlords of Carlsbad are
informed.
March 25, 2025 Item #12 Page 90 of 578
Consolidated Plan CARLSBAD 77
4 Priority Need Name Planning and Administration
Priority Level High
Description The city will utilize available CDBG funding to implement
the goals of the Consolidated Plan through delivery of
various programs and activities. The city will comply with
reporting requirements of CDBG regulations and monitor
the use of CDBG to ensure eligible and effective use of
resources.
Population Other
Target Area Citywide
Associated Goals Planning and Administration
Basis for Relative Priority Compliance with all HUD Consolidated Plan and CDBG
program regulations is a requirement for participation in
this program, including necessary environmental reviews.
5 Priority Need Name Supportive Services for LMI and special needs populations
Priority Level Medium
Description Increase supportive services for vulnerable groups, such as
seniors and families with low incomes, including access to
services such as healthcare, transportation, and job
training.
Population Individuals, families, households, special needs and
vulnerable groups with low to moderate incomes
Target Area Citywide
Associated Goals Strengthen support services for residents with low to
moderate incomes, including vulnerable and special needs
populations.
Basis for Relative Priority Increasing supportive services for vulnerable populations
emerged as a top priority in the responses to the
community and stakeholder surveys.
March 25, 2025 Item #12 Page 91 of 578
Consolidated Plan CARLSBAD 78
6 Priority Need Name Facilities and Infrastructure
Priority Level Medium
Description Provide assistance to projects that benefit LMI households
and communities by improving or creating facilities and
infrastructure that serve their needs
Population Individuals, families, households, special needs and
vulnerable groups with low to moderate incomes
Target Area CDBG eligible block groups and nonprofit agencies that
service LMI residents
Associated Goals Improve and provide facilities to serve lower income
persons
Basis for Relative Priority As a community of over 110,000, Carlsbad must provide a
range of public facilities and improvements to serve its
residents. Construction, expansion, and improvement of
community facilities to serve lower-income residents and
those with special needs have been identified as an
important objective of the CBDG program. Specifically,
ADA improvements, and improvements to parks and
recreation, and community facilities are needed to better
serve the city’s lower-income residents and those with
special needs.
March 25, 2025 Item #12 Page 92 of 578
Consolidated Plan CARLSBAD 79
SP-35 Anticipated Resources - 91.420(b), 91.215(a)(4), 91.220(c)(1,2)
Introduction
A number of housing and community development resources are available from the City,
including the following:
• CDBG funds
• General Funds
• HUD Section 108
• HUD Housing Choice Voucher Program (through the Carlsbad Housing Agency)
• Carlsbad Affordable Housing Trust Fund
• HUD CoC
Additionally, the City receives funds from the State of California’s Department of Housing and
Community Development (HCD).
Table SP-35: Anticipated Resources
Program CDBG
Source of Funds Public – Federal
Uses of Funds Public Services, Infrastructure & Facilities, Fair Housing,
Administration
Year 1: Annual Allocation $ $550,741
Year 1: Program Income $ $0
Year 1: Prior Year Resources $ $0
Year 1: Total $ $0
Expected Amount Available
Remainder of Consolidated Plan $ $2,202,964
Narrative Description The estimated amount of CDBG funds available for the five-
year Consolidated Plan period is $2,753,705.
Explain how federal funds will leverage those additional resources (private, state and local
funds), including a description of how matching requirements will be satisfied.
While the CDBG program does not require matching funds, CDBG funds offer excellent
opportunities to leverage private, local, state, and other federal funds to allow for the provision
of housing and community development activities. For example, many HCD programs have
scoring criteria that reward applicants who have matching funds. Both the City as well as public
service agencies and affordable housing developers can leverage CDBG funds for the award of
additional State funding for programs and development.
March 25, 2025 Item #12 Page 93 of 578
Consolidated Plan CARLSBAD 80
If appropriate, describe publicly owned land or property located within the state that may be
used to address the needs identified in the plan
As the housing crisis has worsened in California, utilizing publicly owned land for affordable
housing development has become an increasingly popular policy solution. In recent years, the
State of California has taken several actions to make state and local lands available for
affordable housing development, including the following:
• An executive order to make excess state land available for affordable housing (Executive
Order N-06-19)
• Connecting affordable housing developers to local surplus land and strengthening
enforcement of the Surplus Lands Act (AB 1486, Ting, 2019)
• Requiring cities and counties to inventory and report surplus and excess local public
lands to include in a statewide inventory (AB 1255, Robert Rivas, 2019)
For its part, the City regularly reviews its real estate portfolio and assesses if properties are
being put to best use. The City’s recently adopted General Plan Housing Element includes a
program to evaluate and re-designate city-owned sites appropriate for residential use to
address the housing needs of residents with low to moderate incomes over the next eight
years.
March 25, 2025 Item #12 Page 94 of 578
Consolidated Plan April 7, 2020 CARLSBAD 81
SP-40 Institutional Delivery Structure - 91.415, 91.215(k)
Explain the institutional structure through which the jurisdiction will carry out its consolidated
plan including private industry, non-profit organizations, and public institutions.
Table SP-40.01: Institutional Delivery Structure
Responsible Entity Responsible Entity
Type
Role Geographic
Area Served
City of Carlsbad Government Economic development
Homelessness
Non-homeless special needs
Planning
Rental
Neighborhood improvements
Public facilities
Public services
Jurisdiction
Carlsbad Housing Agency Public Housing
Authority
Housing Choice Voucher
Administrator
Jurisdiction
County of San Diego
Health and Human
Services Agency, Housing
and Community
Development
Public Housing
Authority
Lead Agency – HOME Region
Regional Task Force on
Homelessness
Continuum of Care Continuum of Care Region
Assess of Strengths and Gaps in the Institutional Delivery System
While only a few entities have formal roles in administrating HUD’s entitlement programs, the
City, as the lead CDBG agency, must work with a host of stakeholders to coordinate activities
and achieve the goals of the Consolidated Plan. While the Housing Services Division is the lead
for CDBG activities, they coordinate with other City departments, various government agencies,
businesses, nonprofit organizations, service providers, sub-recipients, and other organizations.
Continuous communication and coordination are essential, especially as new resources become
available and new challenges emerge. The City administers its own Public Housing Agency
(PHA), leading to administrative efficiencies and coordinated activities to address community
needs. The PHA oversees the Section 8 Housing Choice Voucher program. The Housing Services
Division oversees the compliance of 27 affordable housing apartment complexes throughout
the city.
March 25, 2025 Item #12 Page 95 of 578
Consolidated Plan April 7, 2020 CARLSBAD 82
Furthermore, the City, in collaboration with the City of Oceanside, received $11.4 million from
the State to connect approximately 350 people camping along the 78 Corridor to services and
housing. This funding aims to provide shelters and transitional services for individuals
experiencing homelessness, including those with mental health challenges.
The primary gap in the institutional delivery system is rooted in the high cost of living in
Carlsbad with inadequate funding resources. With limited resources at all levels of
government, it is difficult to fully address all the City’s housing and community development
needs. The City will continue to work with their existing partners to fill gaps where necessary.
Availability of services targeted to homeless persons and persons with HIV and mainstream
services.
Being Alive San Diego offers compassionate services to people affected by HIV and AIDS
throughout the County. They are the largest, continually operating support service organization
for people living with HIV/AIDS in San Diego County, improving the lives of more than 8,000
people affected by the disease. While most of their clients reside in the central region, they
offer services and support countywide.
Additionally, the County of San Diego’s Health and Human Services Agency (HHSA) has a
dedicated HIV, STD, and Hepatitis Branch whose mission is to improve the health outcomes in
communities disproportionately impacted by HIV and STDs. They offer counseling and testing
services, prevention resources, and referral services.
March 25, 2025 Item #12 Page 96 of 578
Consolidated Plan April 7, 2020 CARLSBAD 83
Table SP-40.02: Homeless Prevention Services Summary
Homelessness Prevention Services Available in the
Community
Targeted to
Homeless
Targeted to
People with HIV
Homelessness Prevention Services
Counseling/Advocacy X X
Legal Assistance X
Mortgage Assistance X
Rental Assistance X X
Utilities Assistance X X
Street Outreach Services
Law Enforcement X X
Mobile Clinics
Other Street Outreach Services X X
Supportive Services
Alcohol & Drug Abuse X X
Child Care X
Education X X
Employment and Employment Training X X
Healthcare X X
HIV/AIDS X X
Life Skills X X
Mental Health Counseling X X X
Transportation X
Other
Other
Describe how the service delivery system including, but not limited to, the services listed
above meet the needs of homeless persons (particularly chronically homeless individuals and
families, families with children, veterans and their families, and unaccompanied youth)
The City will continue to work with service providers who support clients who are experiencing
homelessness, including families with and without children, veterans and their families,
unaccompanied youth, and those experiencing chronic homelessness. Services supported by
the City include but are not limited to shelter services, services to support self-sufficiency,
housing referral and resources, and mental health and case management services. Additionally,
the City works closely with the RTFH on a regional strategy to address homelessness in Carlsbad
and the region, as well as participates in the annual Point-in-Time count.
Service providers who have received support from the City include but are not limited to
Catholic Charities, Interfaith Community Services, Brother Benno’s, Community Resource
March 25, 2025 Item #12 Page 97 of 578
Consolidated Plan April 7, 2020 CARLSBAD 84
Center, and the Women’s Resource Center. These organizations provide essential and critical
resources and services to individuals experiencing and at risk of experiencing homelessness.
Additionally, the City has received HOME and Emergency Shelter Grant (ESG) funds in the past
from the County of San Diego to assist with housing needs for people at risk of or experiencing
homelessness. In additional to receiving funds from the County, the County provides behavioral
health and healthcare services.
Describe the strengths and gaps of the service delivery system for special needs population
and persons experiencing homelessness, including, but not limited to, the services listed
above.
In 2023, Carlsbad City Council (City Council) updated their Homelessness Action Plan to
enhance efforts in reducing homelessness and its impacts on the community. Key updates from
the previous version include:
- Expansion of Shelter Services: Secured $2 million grant to expand La Posada de
Guadalupe, the only homeless shelter in Carlsbad, with the goal of expanding to serve
women and families.
- Enhanced Outreach and Case Management: Implemented new programs providing
outreach and case management services, contributing to a 12 percent decrease in the
number of people experiencing homelessness and a 71 percent increase in transitions to
permanent housing compared to the same period in the previous fiscal year.
- Regular Progress Reporting: Established a system for regular progress updates to City
Council, including semiannual and annual, to monitor the effectiveness of homeless
reduction strategies.
Additionally, the City contracts with many non-profit corporations to provide comprehensive
services to individuals experiencing homelessness and link them to appropriate community
services and supports. These services include licensed clinical outreach social workers, rapid re-
housing programs, permanent supportive housing, employment & benefits services, street
based medical services, housing & clinical services for the interim shelter, domestic violence
services, substance use disorder focused outreach services and housing case management. The
City also will continue to partner with nonprofit service providers, task forces, and other
community groups to identify the needed resources to meet the needs of those experiencing
homelessness in Carlsbad.
Addressing the needs of special needs populations and people experiencing homelessness in
Carlsbad can present challenges and gaps within the service delivery system. For example,
March 25, 2025 Item #12 Page 98 of 578
Consolidated Plan April 7, 2020 CARLSBAD 85
Carlsbad’s homeless population has increased over the past five years, however, Carlsbad has
one homeless shelter, without enough beds or resources to support families, families with
children, or individuals with special needs. While there are plans to expand the services to
include women and families, current capacity remains insufficient to meet the demand.
Additionally, there is an insufficient supply of affordable housing and rental subsidies. The high
cost of living and lack of available affordable housing exacerbates homelessness and housing
instability, particularly for those special needs who may have fixed or limited incomes. There
are 10 current affordable housing communities in Carlsbad that offer housing for incomes
earning up to 30 percent HAMFI. Additionally, all affordable communities, as well as the Section
8 Housing Choice Voucher Program in Carlsbad have a waitlist.
Provide a summary of the strategy for overcoming gaps in the institutional structure and
service delivery system for carrying out a strategy to address priority needs
The City, in collaboration with the Continuum of Care (CoC) and nonprofit service providers,
remains committed to eradicating homelessness. By partnering with the CoC, the City will
continue working toward achieving goals focused on eliminating chronic homelessness within
Carlsbad. The City and the CoC, alongside supporting agencies and neighboring jurisdictions,
will strategize innovative approaches to increase access to shelters, housing, and self-
sufficiency resources for individuals experiencing homelessness.
Furthermore, the City will conduct ongoing evaluations of internal and external resources,
including funding opportunities, surplus and excess land, and potential partnerships. These
efforts aim to address the growing need for housing and support services for Carlsbad's most
vulnerable populations.
March 25, 2025 Item #12 Page 99 of 578
SP
-45
G
o
a
l
s
-
91
.
4
1
5
,
9
1
.
2
1
5
(
a
)
(
4
)
Ta
b
l
e
S
P
-45
:
Go
a
l
s
S
u
m
m
a
r
y
I
n
f
o
r
m
a
t
i
o
n
So
r
t
Or
d
e
r
Go
a
l
N
a
m
e
St
a
r
t
Ye
a
r
En
d
Ye
a
r
Ca
t
e
g
o
r
y
Ge
o
g
r
a
p
h
i
c
Ar
e
a
Ne
e
d
s
A
d
d
r
e
s
s
e
d
Fu
n
d
i
n
g
Go
a
l
Ou
t
c
o
m
e
In
d
i
c
a
t
o
r
1
In
c
r
e
a
s
e
a
n
d
pr
e
s
e
r
v
e
a
f
f
o
r
d
a
b
l
e
ho
u
s
i
n
g
20
2
5
20
2
9
Af
f
o
r
d
a
b
l
e
H
o
u
s
i
n
g
Ho
u
s
i
n
g
Se
r
v
i
c
e
s
Sp
e
c
i
a
l
N
e
e
d
s
Ho
u
s
i
n
g
Ci
t
y
w
i
d
e
Af
f
o
r
d
a
b
l
e
H
o
u
s
i
n
g
$1
,
5
0
0
,
0
0
0
5
a
f
f
o
r
d
a
b
l
e
un
i
t
s
pr
e
s
e
r
v
e
d
/7
5
re
n
t
a
l
u
n
i
t
s
re
h
a
b
i
l
i
t
a
t
e
d
2
Pr
e
v
e
n
t
a
n
d
r
e
d
u
c
e
ho
m
e
l
e
s
s
n
e
s
s
20
2
5
20
2
9
Ho
m
e
l
e
s
s
S
h
e
l
t
e
r
s
Ho
m
e
l
e
s
s
n
e
s
s
Pr
e
v
e
n
t
i
o
n
Ho
m
e
l
e
s
s
S
e
r
v
i
c
e
s
Ci
t
y
w
i
d
e
Ho
m
e
l
e
s
s
$4
0
0
,
0
0
0
25
0
ho
u
s
e
h
o
l
d
s
3
En
h
a
n
c
e
F
a
i
r
Ho
u
s
i
n
g
Se
r
v
i
c
e
s
a
n
d
Ed
u
c
a
t
i
o
n
20
2
5
20
2
9
No
n
-Ho
m
e
l
e
s
s
Sp
e
c
i
a
l
N
e
e
d
s
Ci
t
y
w
i
d
e
Fa
i
r
H
o
u
s
i
n
g
$1
5
0
,
0
0
0
70
0
ho
u
s
e
h
o
l
d
s
4
Pl
a
n
n
i
n
g
a
n
d
Ad
m
i
n
i
s
t
r
a
t
i
o
n
20
2
5
20
2
9
Pr
o
g
r
a
m
ad
m
i
n
i
s
t
r
a
t
i
o
n
Ci
t
y
w
i
d
e
Co
m
p
l
y
w
i
t
h
C
D
B
G
re
g
u
l
a
t
i
o
n
s
$4
0
0
,
0
0
0
Ot
h
e
r
5
Su
p
p
o
r
t
i
v
e
S
e
r
v
i
c
e
s
20
2
5
20
2
9
Ho
m
e
l
e
s
s
No
n
-Ho
m
e
l
e
s
s
S
p
e
c
i
a
l
Ne
e
d
s
Ci
t
y
w
i
d
e
Su
p
p
o
r
t
i
v
e
S
e
r
v
i
c
e
s
$1
5
0
,
0
0
0
2,
0
0
0
ho
u
s
e
h
o
l
d
s
6
Fa
c
i
l
i
t
i
e
s
a
n
d
In
f
r
a
s
t
r
u
c
t
u
r
e
20
2
5
20
2
9
No
n
-Ho
u
s
i
n
g
Co
m
m
u
n
i
t
y
De
v
e
l
o
p
m
e
n
t
Ci
t
y
w
i
d
e
Fa
c
i
l
i
t
i
e
s
a
n
d
In
f
r
a
s
t
r
u
c
t
u
r
e
$5
0
0
,
0
0
0
5
p
r
o
j
e
c
t
s
March 25, 2025 Item #12 Page 100 of 578
Go
a
l
D
e
s
c
r
i
p
t
i
o
n
s
Go
al
N
a
m
e
Go
a
l
D
e
s
c
r
i
p
t
i
o
n
In
c
r
e
a
s
e
a
n
d
p
r
e
s
e
r
v
e
a
f
f
o
r
d
a
b
l
e
h
o
u
s
i
n
g
Pr
o
v
i
d
e
d
i
r
e
c
t
b
e
n
e
f
i
t
t
o
i
n
d
i
v
i
d
u
a
l
s
a
n
d
f
a
m
i
l
i
e
s
w
i
t
h
l
o
w
t
o
m
o
d
e
r
a
t
e
i
n
c
o
m
e
s
th
r
o
u
g
h
th
e
p
r
o
v
i
s
i
o
n
o
r
r
e
t
e
n
t
i
o
n
o
f
a
f
f
o
r
d
a
b
l
e
h
o
u
s
i
n
g
u
n
i
t
s
i
n
C
a
r
l
s
b
a
d
.
Go
a
l
N
a
m
e
Go
a
l
D
e
s
c
r
i
p
t
i
o
n
Pr
e
v
e
n
t
a
n
d
r
e
d
u
c
e
h
o
m
e
l
e
s
s
n
e
s
s
Pr
e
v
e
n
t
a
n
d
r
e
d
u
c
e
h
o
m
e
l
e
s
s
n
e
s
s
b
y
i
m
p
l
e
m
e
n
t
i
n
g
p
r
o
a
c
t
i
v
e
s
t
r
a
t
e
g
i
e
s
,
i
n
c
r
e
a
s
i
n
g
ac
c
e
s
s
t
o
sh
e
l
t
e
r
a
n
d
h
o
u
s
i
n
g
,
a
n
d
p
r
o
v
i
d
i
n
g
s
u
p
p
o
r
t
i
v
e
s
e
r
v
i
c
e
s
t
h
a
t
a
d
d
r
e
s
s
t
h
e
r
o
o
t
ca
u
s
e
s
o
f
h
o
u
s
i
n
g
a
n
d
e
m
p
l
o
y
m
e
n
t
i
n
s
t
a
b
i
l
i
t
y
,
s
u
c
h
a
s
m
e
n
t
a
l
h
e
a
l
t
h
a
n
d
be
h
a
v
i
o
r
a
l
he
a
l
t
h
s
e
r
v
i
c
e
s
,
jo
b
tr
a
i
n
i
n
g
,
an
d
f
i
n
a
n
c
i
a
l
l
i
t
e
r
a
c
y
.
Go
a
l
N
a
m
e
Go
a
l
D
e
s
c
r
i
p
t
i
o
n
En
h
a
n
c
e
F
a
i
r
H
o
u
s
i
n
g
se
r
v
i
c
e
s
a
n
d
e
d
u
c
a
t
i
o
n
Ca
r
l
s
b
a
d
c
o
n
t
r
a
c
t
s
w
i
t
h
a
q
u
a
l
i
f
i
e
d
s
e
r
v
i
c
e
p
r
o
v
i
d
e
r
t
o
p
r
o
v
i
d
e
f
a
i
r
h
o
u
s
i
n
g
se
r
v
i
c
e
s
,
ed
u
c
a
t
i
o
n
,
an
d
r
e
s
o
u
r
c
e
s
t
o
t
h
e
r
e
s
i
d
e
n
t
s
o
f
Ca
r
l
s
b
a
d
.
Go
a
l
N
a
m
e
Go
a
l
D
e
s
c
r
i
p
t
i
o
n
Pl
a
n
a
n
d
A
d
m
i
n
i
s
t
e
r
t
h
e
C
B
D
G
P
r
o
g
r
a
m
Fu
n
d
u
p
t
o
2
0
p
e
r
c
e
n
t
o
f
t
h
e
a
n
n
u
a
l
C
D
B
G
a
w
a
r
d
t
o
s
u
p
p
o
r
t
a
d
m
i
n
i
s
t
r
a
t
i
o
n
o
f
C
D
B
G
pr
o
g
r
a
m
t
o
e
n
s
u
r
e
c
o
m
p
l
i
a
n
c
e
w
i
t
h
r
e
g
u
l
a
t
i
o
n
s
.
Go
a
l
N
a
m
e
Go
a
l
D
e
s
c
r
i
p
t
i
o
n
St
r
e
n
g
t
h
e
n
s
u
p
p
o
r
t
s
e
r
v
i
c
e
s
f
o
r
r
e
s
i
d
e
n
t
s
w
i
t
h
l
o
w
in
c
o
m
e
s
a
n
d
s
p
e
c
i
a
l
n
e
e
d
s
po
p
u
l
a
t
i
o
n
s
w
i
t
h
l
o
w
i
In
c
r
e
a
s
e
s
u
p
p
o
r
t
i
v
e
s
e
r
v
i
c
e
s
f
o
r
v
u
l
n
e
r
a
b
l
e
g
r
o
u
p
s
,
s
u
c
h
a
s
s
e
n
i
o
r
s
a
n
d
f
a
m
i
l
i
e
s
w
i
t
h
l
o
w
in
c
o
m
e
s
,
i
n
c
l
u
d
i
n
g
a
c
c
e
s
s
t
o
s
e
r
v
i
c
e
s
s
u
c
h
a
s
h
e
a
l
t
h
c
a
r
e
,
t
r
a
n
s
p
o
r
t
a
t
i
o
n
,
a
n
d
j
o
b
.
ii
Go
a
l
N
a
m
e
Go
a
l
D
e
s
c
r
i
p
t
i
o
n
Su
p
p
o
r
t
f
a
c
i
l
i
t
y
a
n
d
i
n
f
r
a
s
t
r
u
c
t
u
r
e
p
r
o
j
e
c
t
s
t
h
a
t
se
r
v
e
l
o
w
e
r
-in
c
o
m
e
p
e
r
s
o
n
s
o
r
c
o
m
m
u
n
i
t
i
e
s
.
Pr
o
v
i
d
e
a
s
s
i
s
t
a
n
c
e
t
o
c
i
t
y
p
r
o
j
e
c
t
s
t
h
a
t
b
e
n
e
f
i
t
l
o
w
e
r
i
n
c
o
m
e
h
o
u
s
e
h
o
l
d
s
or
c
o
m
m
u
n
i
t
i
e
s
by
i
m
p
r
o
v
i
n
g
a
n
d
p
r
o
v
i
d
i
n
g
f
a
c
i
l
i
t
i
e
s
t
h
a
t
s
e
r
v
e
th
e
i
r
n
e
e
d
s
.
P
r
o
j
e
c
t
s
m
u
s
t
d
e
m
o
n
s
t
r
a
t
e
th
a
t
t
h
e
y
w
i
l
l
s
e
r
v
e
a
r
e
a
s
o
f
t
h
e
C
i
t
y
o
f
C
a
r
l
s
b
a
d
t
h
a
t
m
e
e
t
H
U
D
re
q
u
i
r
e
m
e
n
t
s
o
r
p
r
o
v
i
d
e
se
r
v
i
c
e
s
t
o
e
l
i
g
i
b
l
e
r
e
s
i
d
e
n
t
s
.
Es
t
i
m
a
t
e
t
h
e
n
u
m
b
e
r
o
f
e
x
t
r
e
m
e
l
y
l
o
w
-in
c
o
m
e
,
l
o
w
-in
c
o
m
e
,
a
n
d
m
o
d
e
r
a
t
e
-in
c
o
m
e
f
a
m
i
l
i
e
s
t
o
w
h
o
m
t
h
e
j
u
r
i
s
d
i
c
t
i
o
n
w
i
l
l
p
r
o
v
i
d
e
af
f
o
r
d
a
b
l
e
h
o
u
s
i
n
g
a
s
d
e
f
i
n
e
d
b
y
H
O
M
E
9
1
.
3
1
5
(
b
)
(
2
)
Th
e
C
i
t
y
d
o
e
s
n
o
t
r
e
c
e
i
v
e
H
O
M
E
f
u
n
d
s
d
i
r
e
c
t
l
y
,
b
u
t
p
a
r
t
i
c
i
p
a
t
e
s
i
n
t
h
e
H
O
M
E
C
o
n
s
o
r
t
i
u
m
,
w
h
i
c
h
i
s
o
p
e
r
a
t
e
d
b
y
t
h
e
C
o
u
n
t
y
o
f
S
a
n
Di
e
g
o
.
March 25, 2025 Item #12 Page 101 of 578
Consolidated Plan April 7, 2020 CARLSBAD 88
SP-65 Lead-based Paint Hazards - 91.415, 91.215(i)
Actions to address LBP hazards and increase access to housing without LBP hazards
The Lead-Based Paint (LBP) regulations affect a variety of housing and community-based
programs. The process for identifying and resolving LBP issues varies depending upon the
amount of assistance and the type of program affected. The most common actions that need to
be taken are:
• Lead Hazard Evaluation – A risk assessment, paint testing or a combination of these to
determine the presence of LBP hazards or lead-based paint in properties built prior to
1978.
• Lead Hazard Reduction – Activities designed to reduce or eliminate exposure to LBP
hazards through methods including interim controls, standard treatments, or
abatement.
• Clearance – An activity conducted following LBP hazard reduction activities to determine
that the hazard reduction activities are complete.
According to 2022 5-Year ACS data, 33 percent of occupied housing units in Carlsbad were built
prior to 1980, which is a good indicator for the potential scope of LBP issues, as residential use
of LBP was banned in 1978. An important method for mitigating LBP risks is modernizing the
housing stock. This mean producing new affordable units that will increase access to housing
without lead-based paint hazards. This is a slow process, however, so the County’s Health and
Human Services Agency offers a lead poisoning prevention program that County residents can
access.
How are the actions listed above integrated into housing policies and procedures?
In accordance with HUD program requirements, any CDBG funded rehabilitation projects
requires that each home assisted and built prior to 1978 must undergo LBP testing. If
deteriorated lead-based paint surfaces are found, it must be stabilized during the rehabilitation
of the property. Abatement must be performed by a certified LBP professional with a certified
lead-based paint assessor issuing a Clearance Inspection prior to the issuance of the Notice of
Completion.
March 25, 2025 Item #12 Page 102 of 578
Consolidated Plan April 7, 2020 CARLSBAD 89
SP-70 Anti-Poverty Strategy - 91.415, 91.215(j)
Jurisdiction Goals, Programs and Policies for reducing the number of Poverty-Level Families
How are the Jurisdiction poverty reducing goals, programs, and policies coordinated with this
affordable housing plan
Poverty is complex and requires a multi-faceted approach to address the needs of the
community and the City must rely on partnerships to reduce the number of individuals and
families experiencing poverty. The City of Carlsbad is dedicated to reducing the number of
families living at poverty levels through a comprehensive array of programs and policies.
Central to these efforts is the CDBG program, which provides federal funding to develop viable
urban communities by expanding economic opportunities for persons with low- to moderate-
incomes.
In addition to housing initiatives, the City emphasizes workforce development through
partnerships with organizations like the Community Resource Center. These collaborations
offer job training, career counseling, and placement services aimed at equipping residents with
the skills needed to secure higher-paying jobs. The City also supports programs that provide
access to childcare services, enabling parents to participate in the workforce while ensuring
their children receive quality care.
Recognizing the importance of addressing homelessness, the City has implemented the
Homelessness Action Plan, which includes initiatives such as the La Posada de Guadalupe
Emergency Shelter. This shelter provides emergency and transitional housing, along with
services like medical screenings, counseling, and job placement assistance, to help individuals
transition out of homelessness.
The City’s anti-poverty efforts are further supported by the County and State programs. The
County administers the CalWORKs Program, which provides cash aid to needy families to cover
the cost of essentials like housing, healthcare, and clothing. It also supports job training through
the County and the Community College Districts. The County also administers CalFresh, the
federally funded food assistance program that is widely regarded as one of the most impactful
anti-poverty programs in the country. The program has demonstrated positive economic
impacts, improved health outcomes, and decreased food insecurity.
March 25, 2025 Item #12 Page 103 of 578
Consolidated Plan April 7, 2020 CARLSBAD 90
The County administers many other programs that help reduce and prevent poverty. These
include but are not exclusive to:
• Cash Assistance Program for Immigrants
• Child Welfare Services
• First 5 Commission of San Diego
• Medi-Cal
• Veterans Services
Additionally, the County funds various nonprofit organizations and provides health care and
social services, including in North County. The City will continue to support organizations that
offer social services to low-income residents.
March 25, 2025 Item #12 Page 104 of 578
Consolidated Plan April 7, 2020 CARLSBAD 91
SP-80 Monitoring - 91.230
Describe the standards and procedures that the jurisdiction will use to monitor activities
carried out in furtherance of the plan and will use to ensure long-term compliance with
requirements of the programs involved, including minority business outreach and the
comprehensive planning requirements.
City staff will monitor its performance in meeting its goals and objectives set forth in the
Consolidate Plan by reviewing quarterly progress reports required to be submitted by sub-
recipients to detail how they are meeting goals and objectives of their individual programs. City
staff will also prepare a Consolidated Annual Progress and Evaluation Report (CAPER) to
describe its performance in meeting its goals and objectives.
City staff will monitor compliance with CDBG program requirements, including timeliness of
expenditures, by conducting monitoring visits to sub-recipients and reviewing timeliness of
expenditures when preparing drawdown vouchers for CDBG funds. Sub-recipients will be
reminded of the need for the timely expenditure of funds, and funds for activities which are not
spending funds in a timely manner may be reallocated to activities that are more ready to
expend those funds.
March 25, 2025 Item #12 Page 105 of 578
Appendix A – Alternate/Local Data Sources
All alternate/local data sources are detailed in the text.
March 25, 2025 Item #12 Page 106 of 578
Appendix B – Stakeholder Meeting Presentation
March 25, 2025 Item #12 Page 107 of 578
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Fi
v
e
-Ye
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
20
2
5
-20
3
0
St
a
k
e
h
o
l
d
e
r
I
n
p
u
t
S
e
s
s
i
o
n
Tu
e
s
d
a
y
,
A
u
g
u
s
t
2
7
a
t
2
P
M
Vi
r
t
u
a
l
M
e
e
t
i
n
g
March 25, 2025 Item #12 Page 108 of 578
2
ME
E
T
I
N
G
A
G
E
N
D
A
•
We
l
c
o
m
e
&
I
n
t
r
o
d
u
c
t
i
o
n
s
•
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
O
v
e
r
v
i
e
w
•
In
i
t
i
a
l
N
e
e
d
s
A
s
s
e
s
s
m
e
n
t
•
St
a
k
e
h
o
l
d
e
r
I
n
p
u
t
•
Q
&
A
March 25, 2025 Item #12 Page 109 of 578
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
O
v
e
r
v
i
e
w
March 25, 2025 Item #12 Page 110 of 578
4
WH
A
T
I
S
A
CO
N
S
O
L
I
D
A
T
E
D
P
L
A
N
?
Re
q
u
i
r
e
d
b
y
H
U
D
*
e
v
e
r
y
5
y
e
a
r
s
•
Ne
e
d
s
a
s
s
e
s
s
m
e
n
t
•
Ma
r
k
e
t
a
n
a
l
y
s
i
s
•
St
r
a
t
e
g
i
c
p
l
a
n
•
Fi
r
s
t
A
n
n
u
a
l
A
c
t
i
o
n
P
l
a
n
OV
E
R
V
I
E
W
*H
U
D
=
U
.
S
.
D
e
p
a
r
t
m
e
n
t
o
f
H
o
u
s
i
n
g
&
U
r
b
a
n
D
e
v
e
l
o
p
m
e
n
t
March 25, 2025 Item #12 Page 111 of 578
5
NE
E
D
S
A
S
S
E
S
S
E
D
Ho
u
s
i
n
g
&
H
o
m
e
l
e
s
s
n
e
s
s
Ec
o
n
o
m
i
c
D
e
v
e
l
o
p
m
e
n
t
Pu
b
l
i
c
F
a
c
i
l
i
t
i
e
s
&
I
n
f
r
a
s
t
r
u
c
t
u
r
e
Co
m
m
u
n
i
t
y
S
e
r
v
i
c
e
OV
E
R
V
I
E
W
March 25, 2025 Item #12 Page 112 of 578
6
TH
R
E
E
I
M
P
O
R
T
A
N
T
D
O
C
U
M
E
N
T
S
SA
Y
:
DO
:
SH
O
W
:
Co
n
s
o
l
i
d
a
t
e
d
A
n
n
u
a
l
Pe
r
f
o
r
m
a
n
c
e
&
E
v
a
l
u
a
t
i
o
n
P
l
a
n
An
n
u
a
l
A
c
t
i
o
n
P
l
a
n
5-
Y
e
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
March 25, 2025 Item #12 Page 113 of 578
7
TH
R
E
E
I
M
P
O
R
T
A
N
T
D
O
C
U
M
E
N
T
S
SA
Y
:
5-
Y
e
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
March 25, 2025 Item #12 Page 114 of 578
8
TH
R
E
E
I
M
P
O
R
T
A
N
T
D
O
C
U
M
E
N
T
S
SA
Y
:
DO
:
An
n
u
a
l
A
c
t
i
o
n
P
l
a
n
5-
Y
e
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
March 25, 2025 Item #12 Page 115 of 578
9
TH
R
E
E
I
M
P
O
R
T
A
N
T
D
O
C
U
M
E
N
T
S
SA
Y
:
DO
:
SH
O
W
:
Co
n
s
o
l
i
d
a
t
e
d
A
n
n
u
a
l
Pe
r
f
o
r
m
a
n
c
e
&
E
v
a
l
u
a
t
i
o
n
P
l
a
n
An
n
u
a
l
A
c
t
i
o
n
P
l
a
n
5-
Y
e
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
March 25, 2025 Item #12 Page 116 of 578
10
CO
N
S
O
L
I
D
A
T
E
D
P
L
A
N
P
R
O
C
E
S
S
OV
E
R
V
I
E
W
Ap
r
i
l
–
Ma
y
2
0
2
5
Oc
t
2
0
2
4
-
Ja
n
2
0
2
5
Ma
r
c
h
2
0
2
5
Au
g
-Se
p
t
2
0
2
4
Ma
y
1
5
,
2
0
2
5
•
Co
m
m
u
n
i
t
y
I
n
p
u
t
•
Dr
a
f
t
i
n
g
o
f
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
•
Ho
u
s
i
n
g
C
o
m
m
i
s
s
i
o
n
Me
e
t
i
n
g
o
n
D
r
a
f
t
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
•
Ho
u
s
i
n
g
C
o
m
m
i
s
s
i
o
n
&
C
o
u
n
c
i
l
M
e
e
t
i
n
g
s
•
Ci
t
y
R
F
P
•
Pu
b
l
i
c
M
e
e
t
i
n
g
s
1
&
2
•
Pu
b
l
i
c
C
o
m
m
e
n
t
Pe
r
i
o
d
•
Up
d
a
t
e
d
D
r
a
f
t
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
•
Ap
p
r
o
v
e
d
P
l
a
n
t
o
HU
D
March 25, 2025 Item #12 Page 117 of 578
11
SC
H
E
D
U
L
E
O
F
C
O
M
M
U
N
I
T
Y
E
N
G
A
G
E
M
E
N
T
OV
E
R
V
I
E
W
St
a
k
e
h
o
l
d
e
r
S
u
r
v
e
y
D
i
s
t
r
i
b
u
t
i
o
n
Au
g
.
2
2
t
o
S
e
p
.
5
,
2
0
2
4
Co
m
m
u
n
i
t
y
S
u
r
v
e
y
D
i
s
t
r
i
b
u
t
i
o
n
Au
g
.
2
2
t
o
S
e
p
.
2
0
,
2
0
2
4
Vi
r
t
u
a
l
S
t
a
k
e
h
o
l
d
e
r
M
e
e
t
i
n
g
Au
g
.
2
7
,
2
0
2
4
@
2
:
0
0
p
m
1st
Co
m
m
u
n
i
t
y
M
e
e
t
i
n
g
a
t
P
i
n
e
A
v
e
C
o
m
m
u
n
i
t
y
C
e
n
t
e
r
Se
p
.
1
1
,
2
0
2
4
@
5
:
0
0
p
m
2nd
Co
m
m
u
n
i
t
y
M
e
e
t
i
n
g
a
t
C
i
t
y
L
i
b
r
a
r
y
(
D
o
v
e
)
Se
p
.
1
7
,
2
0
2
4
@
5
:
3
0
p
m
March 25, 2025 Item #12 Page 118 of 578
12
CO
M
M
U
N
I
T
Y
D
E
V
E
L
O
P
M
E
N
T
B
L
O
C
K
G
R
A
N
T
S
(
C
D
B
G
)
OV
E
R
V
I
E
W
FU
N
D
I
N
G
P
U
R
P
O
S
E
Pr
o
v
i
d
e
s
r
e
s
o
u
r
c
e
t
o
b
e
n
e
f
i
t
p
e
r
s
o
n
s
w
i
t
h
l
o
w
a
n
d
m
o
d
e
r
a
t
e
in
c
o
m
e
s
,
p
r
e
v
e
n
t
o
r
e
l
i
m
i
n
a
t
e
b
l
i
g
h
t
,
a
n
d
m
e
e
t
u
r
g
e
n
t
n
e
e
d
s
March 25, 2025 Item #12 Page 119 of 578
13
CO
M
M
U
N
I
T
Y
D
E
V
E
L
O
P
M
E
N
T
B
L
O
C
K
G
R
A
N
T
S
(
C
D
B
G
)
OV
E
R
V
I
E
W
FU
N
D
I
N
G
P
U
R
P
O
S
E
FU
N
D
I
N
G
D
E
T
E
R
M
I
N
A
T
I
O
N
Pr
o
v
i
d
e
s
r
e
s
o
u
r
c
e
t
o
b
e
n
e
f
i
t
p
e
r
s
o
n
s
w
i
t
h
l
o
w
a
n
d
m
o
d
e
r
a
t
e
in
c
o
m
e
s
,
p
r
e
v
e
n
t
o
r
e
l
i
m
i
n
a
t
e
b
l
i
g
h
t
,
a
n
d
m
e
e
t
u
r
g
e
n
t
n
e
e
d
s
Fu
n
d
s
a
r
e
d
e
t
e
r
m
i
n
e
d
b
a
s
e
d
o
n
a
f
o
r
m
u
l
a
t
h
a
t
f
a
c
t
o
r
s
i
n
p
o
p
u
l
a
t
i
o
n
si
z
e
,
l
e
v
e
l
o
f
p
o
v
e
r
t
y
,
a
n
d
o
t
h
e
r
d
e
m
o
g
r
a
p
h
i
c
a
n
d
e
c
o
n
o
m
i
c
d
a
t
a
.
March 25, 2025 Item #12 Page 120 of 578
14
CO
M
M
U
N
I
T
Y
D
E
V
E
L
O
P
M
E
N
T
B
L
O
C
K
G
R
A
N
T
S
(
C
D
B
G
)
OV
E
R
V
I
E
W
FU
N
D
I
N
G
P
U
R
P
O
S
E
AN
T
I
C
I
P
A
T
E
D
D
O
L
L
A
R
S
FU
N
D
I
N
G
D
E
T
E
R
M
I
N
A
T
I
O
N
Pr
o
v
i
d
e
s
r
e
s
o
u
r
c
e
t
o
b
e
n
e
f
i
t
p
e
r
s
o
n
s
w
i
t
h
l
o
w
a
n
d
m
o
d
e
r
a
t
e
in
c
o
m
e
s
,
p
r
e
v
e
n
t
o
r
e
l
i
m
i
n
a
t
e
b
l
i
g
h
t
,
a
n
d
m
e
e
t
u
r
g
e
n
t
n
e
e
d
s
Fu
n
d
s
a
r
e
d
e
t
e
r
m
i
n
e
d
b
a
s
e
d
o
n
a
f
o
r
m
u
l
a
t
h
a
t
f
a
c
t
o
r
s
i
n
p
o
p
u
l
a
t
i
o
n
si
z
e
,
l
e
v
e
l
o
f
p
o
v
e
r
t
y
,
a
n
d
o
t
h
e
r
d
e
m
o
g
r
a
p
h
i
c
a
n
d
e
c
o
n
o
m
i
c
d
a
t
a
.
In
F
Y
2
0
2
4
-25
,
C
a
r
l
s
b
a
d
a
n
t
i
c
i
p
a
t
e
s
r
e
c
e
i
v
i
n
g
$5
7
9
,
7
2
8
in
C
D
B
G
f
u
n
d
s
.
March 25, 2025 Item #12 Page 121 of 578
15
PO
T
E
N
T
I
A
L
C
D
B
G
-EL
I
G
I
B
L
E
AC
T
I
V
I
T
I
E
S
:
PU
B
L
I
C
S
E
R
V
I
C
E
S
Ch
i
l
d
c
a
r
e
Re
c
r
e
a
t
i
o
n
p
r
o
g
r
a
m
s
Fa
i
r
h
o
u
s
i
n
g
Ed
u
c
a
t
i
o
n
p
r
o
g
r
a
m
s
Jo
b
t
r
a
i
n
i
n
g
Pu
b
l
i
c
s
a
f
e
t
y
p
r
o
g
r
a
m
s
He
a
l
t
h
c
a
r
e
Se
r
v
i
c
e
s
f
o
r
s
e
n
i
o
r
s
Ho
m
e
l
e
s
s
s
e
r
v
i
c
e
s
Ho
m
e
b
u
y
e
r
d
o
w
n
pa
y
m
e
n
t
a
s
s
i
s
t
a
n
c
e
OV
E
R
V
I
E
W
March 25, 2025 Item #12 Page 122 of 578
16
PO
T
E
N
T
I
A
L
C
D
B
G
-EL
I
G
I
B
L
E
AC
T
I
V
I
T
I
E
S
:
PU
B
L
I
C
F
A
C
I
L
I
T
I
E
S
IM
P
R
O
V
E
M
E
N
T
S
Pa
r
k
i
n
g
l
o
t
s
,
s
t
r
e
e
t
s
,
s
t
r
e
e
t
l
i
g
h
t
s
&
s
i
d
e
w
a
l
k
s
Pa
r
k
s
,
p
l
a
y
g
r
o
u
n
d
s
,
a
n
d
g
r
e
e
n
s
p
a
c
e
Wa
t
e
r
a
n
d
s
e
w
e
r
l
i
n
e
s
Cu
r
b
s
a
n
d
g
u
t
t
e
r
s
t
o
p
u
b
l
i
c
f
a
c
i
l
i
t
i
e
s
Re
h
a
b
i
l
i
t
a
t
i
o
n
OV
E
R
V
I
E
W
March 25, 2025 Item #12 Page 123 of 578
17
THR
E
E
I
MP
O
R
T
A
N
T
D
OC
U
M
E
N
T
S
FU
N
D
I
N
G
A
L
L
O
C
A
T
I
O
N
P
R
O
C
E
S
S
17
Re
q
u
e
s
t
f
o
r
P
r
o
p
o
s
a
l
s
(
R
F
P
s
)
Ev
a
l
u
a
t
e
d
b
y
t
h
e
H
o
u
s
i
n
g
Co
m
m
i
s
s
i
o
n
Ap
p
r
o
v
e
d
b
y
C
i
t
y
C
o
u
n
c
i
l
w
i
t
h
t
h
e
An
n
u
a
l
A
c
t
i
o
n
P
l
a
n
March 25, 2025 Item #12 Page 124 of 578
18
PR
I
O
R
I
T
I
E
S
F
Y
2
0
2
0
-20
2
5
1.
In
c
r
e
a
s
e
a
n
d
p
r
e
s
e
r
v
e
a
f
f
o
r
d
a
b
l
e
h
o
u
s
i
n
g
o
p
p
o
r
t
u
n
i
t
i
e
s
f
o
r
ho
u
s
e
h
o
l
d
s
w
i
t
h
l
o
w
a
n
d
m
o
d
e
r
a
t
e
i
n
c
o
m
e
s
2.
Pr
e
v
e
n
t
a
n
d
r
e
d
u
c
e
h
o
m
e
l
e
s
s
n
e
s
s
3.
St
r
e
n
g
t
h
e
n
s
u
p
p
o
r
t
s
e
r
v
i
c
e
s
f
o
r
r
e
s
i
d
e
n
t
s
w
i
t
h
s
p
e
c
i
a
l
n
e
e
d
s
4.
Im
p
r
o
v
e
a
n
d
p
r
o
v
i
d
e
f
a
c
i
l
i
t
i
e
s
t
o
s
e
r
v
e
p
e
r
s
o
n
s
w
i
t
h
l
o
w
e
r
in
c
o
m
e
s
5.
Pr
o
v
i
d
e
f
a
i
r
h
o
u
s
i
n
g
s
e
r
v
i
c
e
s
t
o
r
e
s
i
d
e
n
t
s
6.
Pl
a
n
a
n
d
a
d
m
i
n
i
s
t
e
r
t
h
e
C
D
B
G
p
r
o
g
r
a
m
March 25, 2025 Item #12 Page 125 of 578
19
CA
R
L
S
B
A
D
F
Y
2
0
2
4
-25
C
D
B
G
F
U
N
D
I
N
G
Or
g
a
n
i
z
a
t
i
o
n
Ac
t
i
v
i
t
y
FY
2
4
-25
T
o
t
a
l
Co
m
m
u
n
i
t
y
R
e
s
o
u
r
c
e
S
e
r
v
i
c
e
s
Ho
m
e
l
e
s
s
n
e
s
s
P
r
e
v
e
n
t
i
o
n
(P
u
b
l
i
c
S
e
r
v
i
c
e
s
)
$2
4
,
3
4
9
In
t
e
r
f
a
i
t
h
C
o
m
m
u
n
i
t
y
S
e
r
v
i
c
e
s
Em
e
r
g
e
n
c
y
&
R
e
n
t
a
l
A
s
s
i
s
t
a
n
c
e
(P
u
b
l
i
c
S
e
r
v
i
c
e
s
)
$6
2
,
6
1
1
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Pr
o
g
r
a
m
A
d
m
i
n
i
s
t
r
a
t
i
o
n
$8
7
,
9
7
8
Le
g
a
l
A
i
d
S
o
c
i
e
t
y
o
f
S
a
n
D
i
e
g
o
Fa
i
r
H
o
u
s
i
n
g
S
e
r
v
i
c
e
s
$2
7
,
9
6
8
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Af
f
o
r
d
a
b
l
e
H
o
u
s
i
n
g
F
u
n
d
$2
7
6
,
8
2
3
Ca
s
a
d
e
A
m
p
a
r
o
Fa
c
i
l
i
t
y
I
m
p
r
o
v
e
m
e
n
t
s
$
1
0
0
,
0
0
0
TO
T
A
L
$5
7
9
,
7
2
8
OV
E
R
V
I
E
W
March 25, 2025 Item #12 Page 126 of 578
Sa
m
p
l
e
P
r
o
j
e
c
t
s
March 25, 2025 Item #12 Page 127 of 578
21
CA
S
A
D
E
A
M
P
A
R
O
OV
E
R
V
I
E
W
Ty
p
e
Re
s
i
d
e
n
t
i
a
l
S
h
e
l
t
e
r
Po
p
u
l
a
t
i
o
n
Ch
i
l
d
r
e
n
w
h
o
a
r
e
n
e
g
l
e
c
t
e
d
,
a
b
u
s
e
d
,
a
n
d
wi
t
h
i
n
t
h
e
f
o
s
t
e
r
c
a
r
e
s
y
s
t
e
m
CD
B
G
U
s
e
s
Im
p
r
o
v
e
m
e
n
t
s
t
o
u
p
d
a
t
e
b
e
h
a
v
i
o
r
a
l
h
e
a
l
t
h
gr
a
d
e
f
u
r
n
i
s
h
i
n
g
s
Co
m
p
l
e
t
e
d
20
2
2
-20
2
3
March 25, 2025 Item #12 Page 128 of 578
22
LA
P
O
S
A
D
A
D
E
G
U
A
D
A
L
U
P
E
OV
E
R
V
I
E
W
Ty
p
e
Sh
e
l
t
e
r
Po
p
u
l
a
t
i
o
n
Me
n
e
x
p
e
r
i
e
n
c
i
n
g
h
o
m
e
l
e
s
s
n
e
s
s
an
d
s
e
a
s
o
n
a
l
w
o
r
k
e
r
s
CD
B
G
U
s
e
s
On
g
o
i
n
g
o
p
e
r
a
t
i
o
n
s
(
f
o
o
d
,
s
t
a
f
f
,
et
c
.
)
,
s
e
c
u
r
i
t
y
s
y
s
t
e
m
u
p
g
r
a
d
e
s
,
dr
a
i
n
a
g
e
i
m
p
r
o
v
e
m
e
n
t
s
,
A
D
A
im
p
r
o
v
e
m
e
n
t
s
March 25, 2025 Item #12 Page 129 of 578
23
AF
F
O
R
D
A
B
L
E
H
O
U
S
I
N
G
R
E
S
A
L
E
P
R
O
G
R
A
M
OV
E
R
V
I
E
W
Ty
p
e
Pr
e
s
e
r
v
a
t
i
o
n
&
F
i
r
s
t
T
i
m
e
H
o
m
e
b
u
y
e
r
Po
p
u
l
a
t
i
o
n
Fi
r
s
t
-ti
m
e
h
o
m
e
b
u
y
e
r
s
e
a
r
n
i
n
g
5
0
%
-
80
%
A
M
I
CD
B
G
U
s
e
s
Ac
q
u
i
s
i
t
i
o
n
o
f
a
f
f
o
r
d
a
b
l
e
h
o
m
e
s
t
o
pr
e
s
e
r
v
e
a
n
d
e
x
t
e
n
d
a
f
f
o
r
d
a
b
i
l
i
t
y
.
Fu
n
d
e
d
Si
n
c
e
2
0
2
0
March 25, 2025 Item #12 Page 130 of 578
24
TY
L
E
R
CO
U
R
T
S
E
N
I
O
R
A
P
T
S
.
OV
E
R
V
I
E
W
Ty
p
e
Mu
l
t
i
-fa
m
i
l
y
a
f
f
o
r
d
a
b
l
e
r
e
n
t
a
l
Po
p
u
l
a
t
i
o
n
Se
n
i
o
r
s
CD
B
G
U
s
e
s
Ca
p
i
t
a
l
ne
e
d
s
:
E
x
t
e
r
i
o
r
pa
i
n
t
i
n
g
a
n
d
aw
n
i
n
g
s
,
p
a
r
k
i
n
g
l
o
t
r
e
p
a
i
r
s
,
w
a
t
e
r
he
a
t
e
r
r
e
p
a
i
r
Fu
n
d
e
d
FY
2
0
2
2
-20
2
3
a
n
d
2
0
2
3
-20
2
4
March 25, 2025 Item #12 Page 131 of 578
In
i
t
i
a
l
N
e
e
d
s
A
s
s
e
s
s
m
e
n
t
March 25, 2025 Item #12 Page 132 of 578
26
SA
N
D
I
E
G
O
C
O
U
N
T
Y
2
0
2
4
I
N
C
O
M
E
L
I
M
I
T
S
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
In
c
o
m
e
Ho
u
s
e
h
o
l
d
S
i
z
e
1
2
3
4
5
6
7
8
Ac
u
t
e
l
y
L
o
w
(
0
%
-
15
%
)
$1
2
,
5
5
0
$1
4
,
3
5
0
$
1
6
,
1
5
0
$
1
7
,
9
5
0
$
1
9
,
4
0
0
$
2
0
,
8
0
0
$
2
2
,
2
5
0
$
2
3
,
7
0
0
Ex
t
r
e
m
e
l
y
L
o
w
(
1
5
%
-
30
%
)
$3
1
,
8
5
0
$
3
6
,
4
0
0
$
4
0
,
9
5
0
$
4
5
,
4
5
0
$
4
9
,
1
0
0
$
5
2
,
7
5
0
$
5
6
,
4
0
0
$
6
0
,
0
0
0
Ve
r
y
L
o
w
(
3
0
%
-
50
%
)
$5
3
,
0
5
0
$6
0
,
6
0
0
$
6
8
,
2
0
0
$
7
5
,
7
5
0
$
8
1
,
8
5
0
$
8
7
,
9
0
0
$
9
3
,
9
5
0
$1
0
0
,
0
0
0
Lo
w
(
5
0
%
-
80
%
)
$8
4
,
9
0
0
$9
7
,
0
0
0
$1
0
9
,
1
5
0
$1
2
1
,
2
5
0
$1
3
0
,
9
5
0
$1
4
0
,
6
5
0
$1
5
0
,
3
5
0
$1
6
0
,
0
5
0
Mo
d
e
r
a
t
e
(
8
0
%
-
12
0
%
)
$1
0
0
,
4
0
0
$1
1
4
,
7
0
0
$1
2
9
,
0
5
0
$1
4
3
,
4
0
0
$1
5
4
,
8
5
0
$1
6
6
,
3
5
0
$1
7
7
,
8
0
0
$1
8
9
,
3
0
0
Ef
f
e
c
t
i
v
e
D
a
t
e
o
f
L
i
m
i
t
s
:
M
a
y
2
0
2
4
So
u
r
c
e
:
C
a
l
i
f
o
r
n
i
a
D
e
p
a
r
t
m
e
n
t
o
f
H
o
u
s
i
n
g
a
n
d
C
o
m
m
u
n
i
t
y
D
e
v
e
l
o
p
m
e
n
t
March 25, 2025 Item #12 Page 133 of 578
27
CO
M
M
U
N
I
T
Y
PR
O
F
I
L
E
Po
p
u
l
a
t
i
o
n
:
1
1
4
,
7
4
5
p
e
o
p
l
e
Ap
p
r
o
x
.
2
2
.
8
%
a
r
e
u
n
d
e
r
1
8
y
e
a
r
s
o
l
d
a
n
d
17
.
8
%
a
r
e
o
v
e
r
6
5
y
e
a
r
s
o
l
d
Me
d
i
a
n
h
o
u
s
e
h
o
l
d
i
n
c
o
m
e
:
$
1
3
4
,
1
3
9
Me
d
i
a
n
a
g
e
:
4
2
.
4
y
e
a
r
s
o
l
d
Un
e
m
p
l
o
y
m
e
n
t
r
a
t
e
:
4
.
7
%
a
s
o
f
J
u
l
y
2
0
2
4
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
So
u
r
c
e
s
:
2
0
2
2
A
m
e
r
i
c
a
n
C
o
m
m
u
n
i
t
y
S
u
r
v
e
y
5
-Ye
a
r
E
s
t
i
m
a
t
e
s
,
CA
E
m
p
l
o
y
m
e
n
t
D
e
v
e
l
o
p
m
e
n
t
D
e
p
a
r
t
m
e
n
t
March 25, 2025 Item #12 Page 134 of 578
RA
C
E
&
E
T
H
N
I
C
I
T
Y
No
n
-Hi
s
p
a
n
i
c
W
h
i
t
e
Hi
s
p
a
n
i
c
As
i
a
n
Ot
h
e
r
:
•
Tw
o
o
r
M
o
r
e
R
a
c
e
s
:
5
.
4
7
%
•
Bl
a
c
k
o
r
A
f
r
i
c
a
n
A
m
e
r
i
c
a
n
:
1
.
1
4
%
•
Am
e
r
i
c
a
n
I
n
d
i
a
n
&
A
l
a
s
k
a
N
a
t
i
v
e
:
0
.
0
9
%
•
Pa
c
i
f
i
c
I
s
l
a
n
d
e
r
:
0
.
0
5
%
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
67
%
9%7%
16
%
67
.
2
3
%
6.
9
4
%
9.
2
3
%
16
.
6
0
%
So
u
r
c
e
:
U
.
S
.
C
e
n
s
u
s
B
u
r
e
a
u
20
2
2
A
C
S
5
-Ye
a
r
E
s
t
i
m
a
t
e
28
March 25, 2025 Item #12 Page 135 of 578
29
HO
U
S
I
N
G
S
T
A
T
I
S
T
I
C
S
RE
N
T
E
R
S
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
So
u
r
c
e
s
:
U
.
S
.
C
e
n
s
u
s
B
u
r
e
a
u
2
0
2
2
A
C
S
1
-Ye
a
r
Es
t
i
m
a
t
e
s
a
n
d
2
0
1
6
t
o
2
0
2
0
C
H
A
S
•
34
%
o
f
C
a
r
l
s
b
a
d
h
o
u
s
e
h
o
l
d
s
a
r
e
r
e
n
t
e
r
s
•
Me
d
i
a
n
r
e
n
t
:
$
2
,
9
1
0
•
46
%
i
n
c
r
e
a
s
e
i
n
5
y
e
a
r
s
•
47
%
o
f
r
e
n
t
i
n
g
h
o
u
s
e
h
o
l
d
s
a
r
e
c
o
s
t
-bu
r
d
e
n
e
d
(
h
o
u
s
i
n
g
c
o
s
t
s
ex
c
e
e
d
3
0
%
o
f
i
n
c
o
m
e
)
•
Ne
e
d
a
n
n
u
a
l
i
n
c
o
m
e
o
f
$
1
1
6
,
4
0
0
t
o
a
f
f
o
r
d
m
e
d
i
a
n
r
e
n
t
w
i
t
h
o
u
t
be
i
n
g
c
o
s
t
-bu
r
d
e
n
e
d
March 25, 2025 Item #12 Page 136 of 578
30
HO
U
S
I
N
G
S
T
A
T
I
S
T
I
C
S
OW
N
E
R
S
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
So
u
r
c
e
s
:
Z
i
l
l
o
w
H
o
m
e
I
n
d
e
x
,
U
.
S
.
C
e
n
s
u
s
B
u
r
e
a
u
2
0
2
2
A
C
S
1-
Ye
a
r
&
5
-Ye
a
r
E
s
t
i
m
a
t
e
s
a
n
d
2
0
1
6
t
o
2
0
2
0
C
H
A
S
•
66
%
o
f
C
a
r
l
s
b
a
d
h
o
u
s
e
h
o
l
d
s
a
r
e
h
o
m
e
o
w
n
e
r
s
•
Me
d
i
a
n
h
o
m
e
v
a
l
u
e
:
$
1
.
5
6
m
i
l
l
i
o
n
•
79
%
i
n
c
r
e
a
s
e
i
n
5
y
e
a
r
s
•
69
%
o
f
h
o
m
e
o
w
n
e
r
h
o
u
s
e
h
o
l
d
s
h
a
v
e
m
o
r
t
g
a
g
e
s
•
28
%
o
f
h
o
m
e
o
w
n
e
r
h
o
u
s
e
h
o
l
d
s
a
r
e
c
o
s
t
-bu
r
d
e
n
e
d
(
h
o
u
s
i
n
g
c
o
s
t
s
ex
c
e
e
d
3
0
%
o
f
i
n
c
o
m
e
)
March 25, 2025 Item #12 Page 137 of 578
31
CA
R
L
S
B
A
D
H
O
M
E
L
E
S
S
P
O
P
U
L
A
T
I
O
N
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
Sh
e
l
t
e
r
e
d
Un
s
h
e
l
t
e
r
e
d
TO
T
A
L
Co
u
n
t
y
T
o
t
a
l
%
o
f
C
o
u
n
t
y
20
1
9
59
10
2
16
1
8,
1
0
2
2.
0
%
20
2
4
38
11
2
15
0
10
,
6
0
5
1.
4
%
Ch
a
n
g
e
(
%
)
-35
.
6
%
+9
.
8
%
-6.
8
%
+3
0
.
9
%
-0.
6
%
So
u
r
c
e
:
R
e
g
i
o
n
a
l
T
a
s
k
F
o
r
c
e
o
n
H
o
m
e
l
e
s
s
n
e
s
s
P
o
i
n
t
-in
-Ti
m
e
C
o
u
n
t
D
a
t
a
March 25, 2025 Item #12 Page 138 of 578
Yo
u
r
P
a
r
t
i
c
i
p
a
t
i
o
n
March 25, 2025 Item #12 Page 139 of 578
33
PA
R
T
I
C
I
P
A
T
I
O
N
Ma
k
e
y
o
u
r
o
r
g
a
n
i
z
a
t
i
o
n
’
s
v
o
i
c
e
h
e
a
r
d
.
Co
m
p
l
e
t
e
o
u
r
s
t
a
k
e
h
o
l
d
e
r
s
u
r
v
e
y
b
y
Se
p
t
e
m
b
e
r
5
t
h
!
ST
A
K
E
H
O
L
D
E
R
S
U
R
V
E
Y
ht
t
p
s
:
/
/
w
w
w
.
s
u
r
v
e
y
m
o
n
k
e
y
.
c
o
m
/
r
/
c
d
b
g
f
u
n
d
i
n
g
March 25, 2025 Item #12 Page 140 of 578
34
PA
R
T
I
C
I
P
A
T
I
O
N
Pl
e
a
s
e
s
h
a
r
e
w
i
t
h
y
o
u
r
n
e
t
w
o
r
k
s
!
Li
n
k
s
w
i
l
l
b
e
e
m
a
i
l
e
d
t
o
a
l
l
s
t
a
k
e
h
o
l
d
e
r
s
s
h
o
r
t
l
y
.
Co
m
m
u
n
i
t
y
S
u
r
v
e
y
D
e
a
d
l
i
n
e
:
Se
p
t
e
m
b
e
r
2
0
t
h
!
CO
M
M
U
N
I
T
Y
S
U
R
V
E
Y
En
g
l
i
s
h
:
ht
t
p
s
:
/
/
w
w
w
.
s
u
r
v
e
y
m
o
n
k
e
y
.
c
o
m
/
r
/
g
r
a
n
t
p
r
i
o
r
i
t
i
e
s
Sp
a
n
i
s
h
:
ht
t
p
s
:
/
/
e
s
.
s
u
r
v
e
y
m
o
n
k
e
y
.
c
o
m
/
r
/
s
u
b
v
e
n
c
i
o
n
e
s
b
l
o
q
u
e
March 25, 2025 Item #12 Page 141 of 578
35
CO
M
M
U
N
I
T
Y
D
E
V
E
L
O
P
M
E
N
T
B
L
O
C
K
G
R
A
N
T
S
(
C
D
B
G
)
PA
R
T
I
C
I
P
A
T
I
O
N
FU
N
D
I
N
G
P
U
R
P
O
S
E
AN
T
I
C
I
P
A
T
E
D
D
O
L
L
A
R
S
FU
N
D
I
N
G
D
E
T
E
R
M
I
N
A
T
I
O
N
Pr
o
v
i
d
e
s
r
e
s
o
u
r
c
e
t
o
b
e
n
e
f
i
t
p
e
r
s
o
n
s
w
i
t
h
l
o
w
-
an
d
m
o
d
e
r
a
t
e
-
in
c
o
m
e
s
,
p
r
e
v
e
n
t
o
r
e
l
i
m
i
n
a
t
e
b
l
i
g
h
t
,
a
n
d
m
e
e
t
u
r
g
e
n
t
n
e
e
d
s
Fu
n
d
s
a
r
e
d
e
t
e
r
m
i
n
e
d
b
a
s
e
d
o
n
a
f
o
r
m
u
l
a
t
h
a
t
f
a
c
t
o
r
s
i
n
p
o
p
u
l
a
t
i
o
n
si
z
e
,
l
e
v
e
l
o
f
p
o
v
e
r
t
y
,
a
n
d
o
t
h
e
r
d
e
m
o
g
r
a
p
h
i
c
a
n
d
e
c
o
n
o
m
i
c
d
a
t
a
.
In
F
Y
2
0
2
4
-25
,
C
a
r
l
s
b
a
d
a
n
t
i
c
i
p
a
t
e
s
r
e
c
e
i
v
i
n
g
$5
7
9
,
7
2
8
in
C
D
B
G
f
u
n
d
s
.
March 25, 2025 Item #12 Page 142 of 578
36
IN
T
E
R
A
C
T
I
V
E
A
C
T
I
V
I
T
Y
Ho
w
w
o
u
l
d
y
o
u
l
i
k
e
t
o
s
e
e
CD
B
G
fu
n
d
s
s
p
e
n
t
i
n
C
a
r
l
s
b
a
d
o
v
e
r
t
h
e
n
e
x
t
f
i
v
e
y
e
a
r
s
?
•
As
s
i
s
t
a
n
c
e
t
o
h
o
m
e
o
w
n
e
r
s
f
o
r
ho
m
e
r
e
p
a
i
r
s
&
i
m
p
r
o
v
e
m
e
n
t
s
•
As
s
i
s
t
a
n
c
e
t
o
b
u
s
i
n
e
s
s
e
s
f
o
r
jo
b
c
r
e
a
t
i
o
n
a
n
d
r
e
t
e
n
t
i
o
n
a
c
t
i
v
i
t
i
e
s
(s
u
c
h
a
s
j
o
b
t
r
a
i
n
i
n
g
,
lo
a
n
s
/
g
r
a
n
t
s
t
o
s
t
a
r
t
-up
b
u
s
i
n
e
s
s
e
s
,
a
n
d
t
e
c
h
n
i
c
a
l
a
s
s
i
s
t
a
n
c
e
)
•
Co
n
s
t
r
u
c
t
i
o
n
o
f
a
n
d
i
m
p
r
o
v
e
m
e
n
t
s
t
o
pu
b
l
i
c
f
a
c
i
l
i
t
i
e
s
(s
u
c
h
a
s
w
a
t
e
r
a
n
d
s
e
w
e
r
f
a
c
i
l
i
t
i
e
s
,
li
b
r
a
r
i
e
s
,
c
o
m
m
u
n
i
t
y
c
e
n
t
e
r
s
,
a
n
d
p
a
r
k
s
)
•
St
r
e
e
t
a
n
d
s
i
d
e
w
a
l
k
im
p
r
o
v
e
m
e
n
t
s
•
Pu
b
l
i
c
s
e
r
v
i
c
e
s
(s
u
c
h
a
s
m
e
n
t
a
l
h
e
a
l
t
h
s
e
r
v
i
c
e
s
,
h
o
m
e
l
e
s
s
s
e
r
v
i
c
e
s
,
a
d
d
i
c
t
i
o
n
t
r
e
a
t
m
e
n
t
se
r
v
i
c
e
s
,
a
n
d
s
e
n
i
o
r
a
n
d
y
o
u
t
h
s
e
r
v
i
c
e
s
)
•
Ac
q
u
i
s
i
t
i
o
n
a
n
d
r
e
h
a
b
i
l
i
t
a
t
i
o
n
fo
r
t
h
e
u
s
e
o
f
a
f
f
o
r
d
a
b
l
e
h
o
u
s
i
n
g
PA
R
T
I
C
I
P
A
T
I
O
N
March 25, 2025 Item #12 Page 143 of 578
37
Qu
e
s
t
i
o
n
s
?
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Ni
c
o
l
e
P
i
a
n
o
-Jo
n
e
s
Se
n
i
o
r
P
r
o
g
r
a
m
M
a
n
a
g
e
r
Ho
u
s
i
n
g
&
H
o
m
e
l
e
s
s
S
e
r
v
i
c
e
s
Ni
c
o
l
e
.
P
i
a
n
o
J
o
n
e
s
@
c
a
r
l
s
b
a
d
c
a
.
g
o
v
Er
i
n
P
e
a
k
Pr
o
g
r
a
m
M
a
n
a
g
e
r
Ho
u
s
i
n
g
&
H
o
m
e
l
e
s
s
S
e
r
v
i
c
e
s
Er
i
n
.
P
e
a
k
@
c
a
r
l
s
b
a
d
c
a
.
g
o
v
RS
G
,
I
n
c
.
Ci
n
d
y
B
l
o
t
CB
l
o
t
@
r
s
g
s
o
l
u
t
i
o
n
s
.
c
o
m
Je
s
s
i
c
a
H
e
n
d
e
r
s
o
n
JH
e
n
d
e
r
s
o
n
@
r
s
g
s
o
l
u
t
i
o
n
s
.
c
o
m
March 25, 2025 Item #12 Page 144 of 578
Appendix C – Community Meeting Presentation
March 25, 2025 Item #12 Page 145 of 578
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Fi
v
e
-Ye
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
20
2
5
-20
3
0
Co
m
m
u
n
i
t
y
M
e
e
t
i
n
g
Se
p
t
e
m
b
e
r
1
1
Se
p
t
e
m
b
e
r
1
7
March 25, 2025 Item #12 Page 146 of 578
2
ME
E
T
I
N
G
A
G
E
N
D
A
•
We
l
c
o
m
e
&
I
n
t
r
o
d
u
c
t
i
o
n
s
•
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
O
v
e
r
v
i
e
w
•
In
i
t
i
a
l
N
e
e
d
s
A
s
s
e
s
s
m
e
n
t
•
Pa
r
t
i
c
i
p
a
n
t
I
n
p
u
t
•
Q
&
A
March 25, 2025 Item #12 Page 147 of 578
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
O
v
e
r
v
i
e
w
March 25, 2025 Item #12 Page 148 of 578
4
WH
A
T
I
S
A
CO
N
S
O
L
I
D
A
T
E
D
P
L
A
N
?
Re
q
u
i
r
e
d
b
y
H
U
D
*
e
v
e
r
y
5
y
e
a
r
s
•
Ne
e
d
s
a
s
s
e
s
s
m
e
n
t
•
Ma
r
k
e
t
a
n
a
l
y
s
i
s
•
St
r
a
t
e
g
i
c
p
l
a
n
•
Fi
r
s
t
A
n
n
u
a
l
A
c
t
i
o
n
P
l
a
n
OV
E
R
V
I
E
W
*H
U
D
=
U
.
S
.
D
e
p
a
r
t
m
e
n
t
o
f
H
o
u
s
i
n
g
&
U
r
b
a
n
D
e
v
e
l
o
p
m
e
n
t
March 25, 2025 Item #12 Page 149 of 578
5
NE
E
D
S
A
S
S
E
S
S
E
D
Ho
u
s
i
n
g
&
H
o
m
e
l
e
s
s
n
e
s
s
Ec
o
n
o
m
i
c
D
e
v
e
l
o
p
m
e
n
t
Pu
b
l
i
c
F
a
c
i
l
i
t
i
e
s
&
I
n
f
r
a
s
t
r
u
c
t
u
r
e
Co
m
m
u
n
i
t
y
S
e
r
v
i
c
e
OV
E
R
V
I
E
W
March 25, 2025 Item #12 Page 150 of 578
6
TH
R
E
E
I
M
P
O
R
T
A
N
T
D
O
C
U
M
E
N
T
S
SA
Y
:
DO
:
SH
O
W
:
Co
n
s
o
l
i
d
a
t
e
d
A
n
n
u
a
l
Pe
r
f
o
r
m
a
n
c
e
&
E
v
a
l
u
a
t
i
o
n
P
l
a
n
An
n
u
a
l
A
c
t
i
o
n
P
l
a
n
5-
Y
e
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
March 25, 2025 Item #12 Page 151 of 578
7
TH
R
E
E
I
M
P
O
R
T
A
N
T
D
O
C
U
M
E
N
T
S
SA
Y
:
5-
Y
e
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
March 25, 2025 Item #12 Page 152 of 578
8
TH
R
E
E
I
M
P
O
R
T
A
N
T
D
O
C
U
M
E
N
T
S
SA
Y
:
DO
:
An
n
u
a
l
A
c
t
i
o
n
P
l
a
n
5-
Y
e
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
March 25, 2025 Item #12 Page 153 of 578
9
TH
R
E
E
I
M
P
O
R
T
A
N
T
D
O
C
U
M
E
N
T
S
SA
Y
:
DO
:
SH
O
W
:
Co
n
s
o
l
i
d
a
t
e
d
A
n
n
u
a
l
Pe
r
f
o
r
m
a
n
c
e
&
E
v
a
l
u
a
t
i
o
n
P
l
a
n
An
n
u
a
l
A
c
t
i
o
n
P
l
a
n
5-
Y
e
a
r
C
o
n
s
o
l
i
d
a
t
e
d
P
l
a
n
March 25, 2025 Item #12 Page 154 of 578
10
CO
N
S
O
L
I
D
A
T
E
D
P
L
A
N
P
R
O
C
E
S
S
OV
E
R
V
I
E
W
Ap
r
i
l
–
Ma
y
2
0
2
5
Oc
t
2
0
2
4
-
Ja
n
2
0
2
5
Ma
r
c
h
2
0
2
5
Au
g
-Se
p
t
2
0
2
4
Ma
y
1
5
,
2
0
2
5
•
Co
m
m
u
n
i
t
y
I
n
p
u
t
•
Dr
a
f
t
i
n
g
o
f
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
•
Ho
u
s
i
n
g
C
o
m
m
i
s
s
i
o
n
Me
e
t
i
n
g
o
n
D
r
a
f
t
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
•
Ho
u
s
i
n
g
C
o
m
m
i
s
s
i
o
n
&
C
o
u
n
c
i
l
M
e
e
t
i
n
g
s
•
Ci
t
y
R
e
q
u
e
s
t
f
o
r
Pr
o
p
o
s
a
l
s
•
Ci
t
y
C
o
u
n
c
i
l
M
e
e
t
i
n
g
s
•
Pu
b
l
i
c
M
e
e
t
i
n
g
s
1
&
2
•
Pu
b
l
i
c
C
o
m
m
e
n
t
Pe
r
i
o
d
•
Up
d
a
t
e
d
D
r
a
f
t
Co
n
s
o
l
i
d
a
t
e
d
P
l
a
n
•
Su
b
m
i
t
A
p
p
r
o
v
e
d
Pl
a
n
t
o
H
U
D
March 25, 2025 Item #12 Page 155 of 578
11
SC
H
E
D
U
L
E
O
F
C
O
M
M
U
N
I
T
Y
E
N
G
A
G
E
M
E
N
T
OV
E
R
V
I
E
W
Co
m
m
u
n
i
t
y
S
u
r
v
e
y
D
i
s
t
r
i
b
u
t
i
o
n
Au
g
.
2
2
t
o
S
e
p
.
2
0
,
2
0
2
4
1st
Co
m
m
u
n
i
t
y
M
e
e
t
i
n
g
a
t
P
i
n
e
A
v
e
C
o
m
m
u
n
i
t
y
C
e
n
t
e
r
Se
p
.
1
1
,
2
0
2
4
@
5
:
0
0
p
m
2nd
Co
m
m
u
n
i
t
y
M
e
e
t
i
n
g
a
t
C
i
t
y
L
i
b
r
a
r
y
(
D
o
v
e
)
Se
p
.
1
7
,
2
0
2
4
@
5
:
3
0
p
m
March 25, 2025 Item #12 Page 156 of 578
12
CO
M
M
U
N
I
T
Y
D
E
V
E
L
O
P
M
E
N
T
B
L
O
C
K
G
R
A
N
T
S
(
C
D
B
G
)
OV
E
R
V
I
E
W
FU
N
D
I
N
G
P
U
R
P
O
S
E
Pr
o
v
i
d
e
s
r
e
s
o
u
r
c
e
t
o
b
e
n
e
f
i
t
p
e
r
s
o
n
s
w
i
t
h
l
o
w
a
n
d
m
o
d
e
r
a
t
e
in
c
o
m
e
s
,
p
r
e
v
e
n
t
o
r
e
l
i
m
i
n
a
t
e
b
l
i
g
h
t
,
a
n
d
m
e
e
t
u
r
g
e
n
t
n
e
e
d
s
March 25, 2025 Item #12 Page 157 of 578
13
CO
M
M
U
N
I
T
Y
D
E
V
E
L
O
P
M
E
N
T
B
L
O
C
K
G
R
A
N
T
S
(
C
D
B
G
)
OV
E
R
V
I
E
W
FU
N
D
I
N
G
P
U
R
P
O
S
E
FU
N
D
I
N
G
D
E
T
E
R
M
I
N
A
T
I
O
N
Pr
o
v
i
d
e
s
r
e
s
o
u
r
c
e
t
o
b
e
n
e
f
i
t
p
e
r
s
o
n
s
w
i
t
h
l
o
w
a
n
d
m
o
d
e
r
a
t
e
in
c
o
m
e
s
,
p
r
e
v
e
n
t
o
r
e
l
i
m
i
n
a
t
e
b
l
i
g
h
t
,
a
n
d
m
e
e
t
u
r
g
e
n
t
n
e
e
d
s
Fu
n
d
s
a
r
e
d
e
t
e
r
m
i
n
e
d
b
a
s
e
d
o
n
a
f
o
r
m
u
l
a
t
h
a
t
f
a
c
t
o
r
s
i
n
p
o
p
u
l
a
t
i
o
n
si
z
e
,
l
e
v
e
l
o
f
p
o
v
e
r
t
y
,
a
n
d
o
t
h
e
r
d
e
m
o
g
r
a
p
h
i
c
a
n
d
e
c
o
n
o
m
i
c
d
a
t
a
.
March 25, 2025 Item #12 Page 158 of 578
14
CO
M
M
U
N
I
T
Y
D
E
V
E
L
O
P
M
E
N
T
B
L
O
C
K
G
R
A
N
T
S
(
C
D
B
G
)
OV
E
R
V
I
E
W
FU
N
D
I
N
G
P
U
R
P
O
S
E
AN
T
I
C
I
P
A
T
E
D
D
O
L
L
A
R
S
FU
N
D
I
N
G
D
E
T
E
R
M
I
N
A
T
I
O
N
Pr
o
v
i
d
e
s
r
e
s
o
u
r
c
e
t
o
b
e
n
e
f
i
t
p
e
r
s
o
n
s
w
i
t
h
l
o
w
a
n
d
m
o
d
e
r
a
t
e
in
c
o
m
e
s
,
p
r
e
v
e
n
t
o
r
e
l
i
m
i
n
a
t
e
b
l
i
g
h
t
,
a
n
d
m
e
e
t
u
r
g
e
n
t
n
e
e
d
s
Fu
n
d
s
a
r
e
d
e
t
e
r
m
i
n
e
d
b
a
s
e
d
o
n
a
f
o
r
m
u
l
a
t
h
a
t
f
a
c
t
o
r
s
i
n
p
o
p
u
l
a
t
i
o
n
si
z
e
,
l
e
v
e
l
o
f
p
o
v
e
r
t
y
,
a
n
d
o
t
h
e
r
d
e
m
o
g
r
a
p
h
i
c
a
n
d
e
c
o
n
o
m
i
c
d
a
t
a
.
In
F
Y
2
0
2
4
-25
,
C
a
r
l
s
b
a
d
a
n
t
i
c
i
p
a
t
e
s
r
e
c
e
i
v
i
n
g
$5
7
9
,
7
2
8
in
C
D
B
G
f
u
n
d
s
.
March 25, 2025 Item #12 Page 159 of 578
15
PO
T
E
N
T
I
A
L
C
D
B
G
-EL
I
G
I
B
L
E
AC
T
I
V
I
T
I
E
S
:
PU
B
L
I
C
S
E
R
V
I
C
E
S
Ch
i
l
d
c
a
r
e
Re
c
r
e
a
t
i
o
n
p
r
o
g
r
a
m
s
Fa
i
r
h
o
u
s
i
n
g
Ed
u
c
a
t
i
o
n
p
r
o
g
r
a
m
s
Jo
b
t
r
a
i
n
i
n
g
Pu
b
l
i
c
s
a
f
e
t
y
p
r
o
g
r
a
m
s
He
a
l
t
h
c
a
r
e
Se
r
v
i
c
e
s
f
o
r
s
e
n
i
o
r
s
Ho
m
e
l
e
s
s
s
e
r
v
i
c
e
s
Ho
m
e
b
u
y
e
r
d
o
w
n
pa
y
m
e
n
t
a
s
s
i
s
t
a
n
c
e
OV
E
R
V
I
E
W
March 25, 2025 Item #12 Page 160 of 578
16
PO
T
E
N
T
I
A
L
C
D
B
G
-EL
I
G
I
B
L
E
AC
T
I
V
I
T
I
E
S
:
PU
B
L
I
C
F
A
C
I
L
I
T
I
E
S
IM
P
R
O
V
E
M
E
N
T
S
Pa
r
k
i
n
g
l
o
t
s
,
s
t
r
e
e
t
s
,
s
t
r
e
e
t
l
i
g
h
t
s
&
s
i
d
e
w
a
l
k
s
Pa
r
k
s
,
p
l
a
y
g
r
o
u
n
d
s
,
a
n
d
g
r
e
e
n
s
p
a
c
e
Wa
t
e
r
a
n
d
s
e
w
e
r
l
i
n
e
s
Cu
r
b
s
a
n
d
g
u
t
t
e
r
s
t
o
p
u
b
l
i
c
f
a
c
i
l
i
t
i
e
s
Re
h
a
b
i
l
i
t
a
t
i
o
n
OV
E
R
V
I
E
W
March 25, 2025 Item #12 Page 161 of 578
17
THR
E
E
I
MP
O
R
T
A
N
T
D
OC
U
M
E
N
T
S
FU
N
D
I
N
G
A
L
L
O
C
A
T
I
O
N
P
R
O
C
E
S
S
17
Re
q
u
e
s
t
f
o
r
P
r
o
p
o
s
a
l
s
(
R
F
P
s
)
Ev
a
l
u
a
t
e
d
b
y
t
h
e
H
o
u
s
i
n
g
Co
m
m
i
s
s
i
o
n
Ap
p
r
o
v
e
d
b
y
C
i
t
y
C
o
u
n
c
i
l
w
i
t
h
t
h
e
An
n
u
a
l
A
c
t
i
o
n
P
l
a
n
March 25, 2025 Item #12 Page 162 of 578
18
PR
I
O
R
I
T
I
E
S
F
Y
2
0
2
0
-20
2
5
1.
In
c
r
e
a
s
e
a
n
d
p
r
e
s
e
r
v
e
a
f
f
o
r
d
a
b
l
e
h
o
u
s
i
n
g
o
p
p
o
r
t
u
n
i
t
i
e
s
f
o
r
ho
u
s
e
h
o
l
d
s
w
i
t
h
l
o
w
a
n
d
m
o
d
e
r
a
t
e
i
n
c
o
m
e
s
2.
Pr
e
v
e
n
t
a
n
d
r
e
d
u
c
e
h
o
m
e
l
e
s
s
n
e
s
s
3.
St
r
e
n
g
t
h
e
n
s
u
p
p
o
r
t
s
e
r
v
i
c
e
s
f
o
r
r
e
s
i
d
e
n
t
s
w
i
t
h
s
p
e
c
i
a
l
n
e
e
d
s
4.
Im
p
r
o
v
e
a
n
d
p
r
o
v
i
d
e
f
a
c
i
l
i
t
i
e
s
t
o
s
e
r
v
e
p
e
r
s
o
n
s
w
i
t
h
l
o
w
e
r
in
c
o
m
e
s
5.
Pr
o
v
i
d
e
f
a
i
r
h
o
u
s
i
n
g
s
e
r
v
i
c
e
s
t
o
r
e
s
i
d
e
n
t
s
6.
Pl
a
n
a
n
d
a
d
m
i
n
i
s
t
e
r
t
h
e
C
D
B
G
p
r
o
g
r
a
m
March 25, 2025 Item #12 Page 163 of 578
19
CA
R
L
S
B
A
D
F
Y
2
0
2
4
-25
C
D
B
G
F
U
N
D
I
N
G
Or
g
a
n
i
z
a
t
i
o
n
Ac
t
i
v
i
t
y
FY
2
4
-25
T
o
t
a
l
Co
m
m
u
n
i
t
y
R
e
s
o
u
r
c
e
S
e
r
v
i
c
e
s
Ho
m
e
l
e
s
s
n
e
s
s
P
r
e
v
e
n
t
i
o
n
(P
u
b
l
i
c
S
e
r
v
i
c
e
s
)
$2
4
,
3
4
9
In
t
e
r
f
a
i
t
h
C
o
m
m
u
n
i
t
y
S
e
r
v
i
c
e
s
Em
e
r
g
e
n
c
y
&
R
e
n
t
a
l
A
s
s
i
s
t
a
n
c
e
(P
u
b
l
i
c
S
e
r
v
i
c
e
s
)
$6
2
,
6
1
1
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Pr
o
g
r
a
m
A
d
m
i
n
i
s
t
r
a
t
i
o
n
$8
7
,
9
7
8
Le
g
a
l
A
i
d
S
o
c
i
e
t
y
o
f
S
a
n
D
i
e
g
o
Fa
i
r
H
o
u
s
i
n
g
S
e
r
v
i
c
e
s
$2
7
,
9
6
8
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Af
f
o
r
d
a
b
l
e
H
o
u
s
i
n
g
F
u
n
d
$2
7
6
,
8
2
3
Ca
s
a
d
e
A
m
p
a
r
o
Fa
c
i
l
i
t
y
I
m
p
r
o
v
e
m
e
n
t
s
$
1
0
0
,
0
0
0
TO
T
A
L
$5
7
9
,
7
2
8
OV
E
R
V
I
E
W
March 25, 2025 Item #12 Page 164 of 578
Sa
m
p
l
e
P
r
o
j
e
c
t
s
March 25, 2025 Item #12 Page 165 of 578
21
CA
S
A
D
E
A
M
P
A
R
O
OV
E
R
V
I
E
W
Ty
p
e
Re
s
i
d
e
n
t
i
a
l
S
h
e
l
t
e
r
Po
p
u
l
a
t
i
o
n
Ch
i
l
d
r
e
n
w
h
o
a
r
e
n
e
g
l
e
c
t
e
d
,
a
b
u
s
e
d
,
a
n
d
wi
t
h
i
n
t
h
e
f
o
s
t
e
r
c
a
r
e
s
y
s
t
e
m
CD
B
G
U
s
e
s
Im
p
r
o
v
e
m
e
n
t
s
t
o
u
p
d
a
t
e
b
e
h
a
v
i
o
r
a
l
h
e
a
l
t
h
gr
a
d
e
f
u
r
n
i
s
h
i
n
g
s
Co
m
p
l
e
t
e
d
FY
2
0
2
2
-20
2
3
March 25, 2025 Item #12 Page 166 of 578
22
LA
P
O
S
A
D
A
D
E
G
U
A
D
A
L
U
P
E
OV
E
R
V
I
E
W
Ty
p
e
Sh
e
l
t
e
r
Po
p
u
l
a
t
i
o
n
Me
n
e
x
p
e
r
i
e
n
c
i
n
g
h
o
m
e
l
e
s
s
n
e
s
s
an
d
s
e
a
s
o
n
a
l
w
o
r
k
e
r
s
CD
B
G
U
s
e
s
On
g
o
i
n
g
o
p
e
r
a
t
i
o
n
s
(
f
o
o
d
,
s
t
a
f
f
,
et
c
.
)
,
s
e
c
u
r
i
t
y
s
y
s
t
e
m
u
p
g
r
a
d
e
s
,
dr
a
i
n
a
g
e
i
m
p
r
o
v
e
m
e
n
t
s
,
A
D
A
im
p
r
o
v
e
m
e
n
t
s
March 25, 2025 Item #12 Page 167 of 578
23
AF
F
O
R
D
A
B
L
E
H
O
U
S
I
N
G
R
E
S
A
L
E
P
R
O
G
R
A
M
OV
E
R
V
I
E
W
Ty
p
e
Pr
e
s
e
r
v
a
t
i
o
n
&
F
i
r
s
t
T
i
m
e
H
o
m
e
b
u
y
e
r
Po
p
u
l
a
t
i
o
n
Fi
r
s
t
-ti
m
e
h
o
m
e
b
u
y
e
r
s
e
a
r
n
i
n
g
5
0
%
-
80
%
A
M
I
CD
B
G
U
s
e
s
Ac
q
u
i
s
i
t
i
o
n
o
f
a
f
f
o
r
d
a
b
l
e
h
o
m
e
s
t
o
pr
e
s
e
r
v
e
a
n
d
e
x
t
e
n
d
a
f
f
o
r
d
a
b
i
l
i
t
y
.
Fu
n
d
e
d
Si
n
c
e
2
0
2
0
March 25, 2025 Item #12 Page 168 of 578
24
TY
L
E
R
CO
U
R
T
S
E
N
I
O
R
A
P
T
S
.
OV
E
R
V
I
E
W
Ty
p
e
Mu
l
t
i
-fa
m
i
l
y
a
f
f
o
r
d
a
b
l
e
r
e
n
t
a
l
Po
p
u
l
a
t
i
o
n
Se
n
i
o
r
s
CD
B
G
U
s
e
s
Ca
p
i
t
a
l
ne
e
d
s
:
E
x
t
e
r
i
o
r
pa
i
n
t
i
n
g
a
n
d
aw
n
i
n
g
s
,
p
a
r
k
i
n
g
l
o
t
r
e
p
a
i
r
s
,
w
a
t
e
r
he
a
t
e
r
r
e
p
a
i
r
Fu
n
d
e
d
FY
2
0
2
2
-20
2
3
a
n
d
2
0
2
3
-20
2
4
March 25, 2025 Item #12 Page 169 of 578
In
i
t
i
a
l
N
e
e
d
s
A
s
s
e
s
s
m
e
n
t
March 25, 2025 Item #12 Page 170 of 578
26
SA
N
D
I
E
G
O
C
O
U
N
T
Y
2
0
2
4
I
N
C
O
M
E
L
I
M
I
T
S
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
In
c
o
m
e
Ho
u
s
e
h
o
l
d
S
i
z
e
1
2
3
4
5
6
7
8
Ac
u
t
e
l
y
L
o
w
(
0
%
-
15
%
)
$1
2
,
5
5
0
$1
4
,
3
5
0
$
1
6
,
1
5
0
$
1
7
,
9
5
0
$
1
9
,
4
0
0
$
2
0
,
8
0
0
$
2
2
,
2
5
0
$
2
3
,
7
0
0
Ex
t
r
e
m
e
l
y
L
o
w
(
1
5
%
-
30
%
)
$3
1
,
8
5
0
$
3
6
,
4
0
0
$
4
0
,
9
5
0
$
4
5
,
4
5
0
$
4
9
,
1
0
0
$
5
2
,
7
5
0
$
5
6
,
4
0
0
$
6
0
,
0
0
0
Ve
r
y
L
o
w
(
3
0
%
-
50
%
)
$5
3
,
0
5
0
$6
0
,
6
0
0
$
6
8
,
2
0
0
$
7
5
,
7
5
0
$
8
1
,
8
5
0
$
8
7
,
9
0
0
$
9
3
,
9
5
0
$1
0
0
,
0
0
0
Lo
w
(
5
0
%
-
80
%
)
$8
4
,
9
0
0
$9
7
,
0
0
0
$1
0
9
,
1
5
0
$1
2
1
,
2
5
0
$1
3
0
,
9
5
0
$1
4
0
,
6
5
0
$1
5
0
,
3
5
0
$1
6
0
,
0
5
0
Mo
d
e
r
a
t
e
(
8
0
%
-
12
0
%
)
$1
0
0
,
4
0
0
$1
1
4
,
7
0
0
$1
2
9
,
0
5
0
$1
4
3
,
4
0
0
$1
5
4
,
8
5
0
$1
6
6
,
3
5
0
$1
7
7
,
8
0
0
$1
8
9
,
3
0
0
Ef
f
e
c
t
i
v
e
D
a
t
e
o
f
L
i
m
i
t
s
:
M
a
y
2
0
2
4
So
u
r
c
e
:
C
a
l
i
f
o
r
n
i
a
D
e
p
a
r
t
m
e
n
t
o
f
H
o
u
s
i
n
g
a
n
d
C
o
m
m
u
n
i
t
y
D
e
v
e
l
o
p
m
e
n
t
March 25, 2025 Item #12 Page 171 of 578
27
CO
M
M
U
N
I
T
Y
PR
O
F
I
L
E
Po
p
u
l
a
t
i
o
n
:
1
1
4
,
7
4
5
p
e
o
p
l
e
Ap
p
r
o
x
.
2
2
.
8
%
a
r
e
u
n
d
e
r
1
8
y
e
a
r
s
o
l
d
a
n
d
17
.
8
%
a
r
e
o
v
e
r
6
5
y
e
a
r
s
o
l
d
Me
d
i
a
n
h
o
u
s
e
h
o
l
d
i
n
c
o
m
e
:
$
1
3
4
,
1
3
9
Me
d
i
a
n
a
g
e
:
4
2
.
4
y
e
a
r
s
o
l
d
Un
e
m
p
l
o
y
m
e
n
t
r
a
t
e
:
4
.
7
%
a
s
o
f
J
u
l
y
2
0
2
4
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
So
u
r
c
e
s
:
2
0
2
2
A
m
e
r
i
c
a
n
C
o
m
m
u
n
i
t
y
S
u
r
v
e
y
5
-Ye
a
r
E
s
t
i
m
a
t
e
s
,
CA
E
m
p
l
o
y
m
e
n
t
D
e
v
e
l
o
p
m
e
n
t
D
e
p
a
r
t
m
e
n
t
March 25, 2025 Item #12 Page 172 of 578
RA
C
E
&
E
T
H
N
I
C
I
T
Y
No
n
-Hi
s
p
a
n
i
c
W
h
i
t
e
Hi
s
p
a
n
i
c
As
i
a
n
Ot
h
e
r
:
•
Tw
o
o
r
M
o
r
e
R
a
c
e
s
:
5
.
4
7
%
•
Bl
a
c
k
o
r
A
f
r
i
c
a
n
A
m
e
r
i
c
a
n
:
1
.
1
4
%
•
Am
e
r
i
c
a
n
I
n
d
i
a
n
&
A
l
a
s
k
a
N
a
t
i
v
e
:
0
.
0
9
%
•
Pa
c
i
f
i
c
I
s
l
a
n
d
e
r
:
0
.
0
5
%
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
67
%
9%7%
16
%
67
.
2
3
%
6.
9
4
%
9.
2
3
%
16
.
6
0
%
So
u
r
c
e
:
U
.
S
.
C
e
n
s
u
s
B
u
r
e
a
u
20
2
2
A
C
S
5
-Ye
a
r
E
s
t
i
m
a
t
e
28
March 25, 2025 Item #12 Page 173 of 578
29
HO
U
S
I
N
G
S
T
A
T
I
S
T
I
C
S
RE
N
T
E
R
S
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
So
u
r
c
e
s
:
U
.
S
.
C
e
n
s
u
s
B
u
r
e
a
u
2
0
2
2
A
C
S
1
-Ye
a
r
Es
t
i
m
a
t
e
s
a
n
d
2
0
1
6
t
o
2
0
2
0
C
H
A
S
•
34
%
o
f
C
a
r
l
s
b
a
d
h
o
u
s
e
h
o
l
d
s
a
r
e
r
e
n
t
e
r
s
•
Me
d
i
a
n
r
e
n
t
:
$
2
,
9
1
0
•
46
%
i
n
c
r
e
a
s
e
i
n
5
y
e
a
r
s
•
47
%
o
f
r
e
n
t
i
n
g
h
o
u
s
e
h
o
l
d
s
a
r
e
c
o
s
t
-bu
r
d
e
n
e
d
(
h
o
u
s
i
n
g
c
o
s
t
s
ex
c
e
e
d
3
0
%
o
f
i
n
c
o
m
e
)
•
Ne
e
d
a
n
n
u
a
l
i
n
c
o
m
e
o
f
$
1
1
6
,
4
0
0
t
o
a
f
f
o
r
d
m
e
d
i
a
n
r
e
n
t
w
i
t
h
o
u
t
be
i
n
g
c
o
s
t
-bu
r
d
e
n
e
d
March 25, 2025 Item #12 Page 174 of 578
30
HO
U
S
I
N
G
S
T
A
T
I
S
T
I
C
S
OW
N
E
R
S
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
So
u
r
c
e
s
:
Z
i
l
l
o
w
H
o
m
e
I
n
d
e
x
,
U
.
S
.
C
e
n
s
u
s
B
u
r
e
a
u
2
0
2
2
A
C
S
1-
Ye
a
r
&
5
-Ye
a
r
E
s
t
i
m
a
t
e
s
a
n
d
2
0
1
6
t
o
2
0
2
0
C
H
A
S
•
66
%
o
f
C
a
r
l
s
b
a
d
h
o
u
s
e
h
o
l
d
s
a
r
e
h
o
m
e
o
w
n
e
r
s
•
Me
d
i
a
n
h
o
m
e
v
a
l
u
e
:
$
1
.
5
6
m
i
l
l
i
o
n
•
79
%
i
n
c
r
e
a
s
e
i
n
5
y
e
a
r
s
•
69
%
o
f
h
o
m
e
o
w
n
e
r
h
o
u
s
e
h
o
l
d
s
h
a
v
e
m
o
r
t
g
a
g
e
s
•
28
%
o
f
h
o
m
e
o
w
n
e
r
h
o
u
s
e
h
o
l
d
s
a
r
e
c
o
s
t
-bu
r
d
e
n
e
d
(
h
o
u
s
i
n
g
c
o
s
t
s
ex
c
e
e
d
3
0
%
o
f
i
n
c
o
m
e
)
March 25, 2025 Item #12 Page 175 of 578
31
CA
R
L
S
B
A
D
H
O
M
E
L
E
S
S
P
O
P
U
L
A
T
I
O
N
IN
I
T
I
A
L
N
E
E
D
S
A
S
S
E
S
S
M
E
N
T
Sh
e
l
t
e
r
e
d
Un
s
h
e
l
t
e
r
e
d
TO
T
A
L
Co
u
n
t
y
T
o
t
a
l
%
o
f
C
o
u
n
t
y
20
1
9
59
10
2
16
1
8,
1
0
2
2.
0
%
20
2
4
38
11
2
15
0
10
,
6
0
5
1.
4
%
Ch
a
n
g
e
(
%
)
-35
.
6
%
+9
.
8
%
-6.
8
%
+3
0
.
9
%
-0.
6
%
So
u
r
c
e
:
R
e
g
i
o
n
a
l
T
a
s
k
F
o
r
c
e
o
n
H
o
m
e
l
e
s
s
n
e
s
s
P
o
i
n
t
-in
-Ti
m
e
C
o
u
n
t
D
a
t
a
March 25, 2025 Item #12 Page 176 of 578
Yo
u
r
P
a
r
t
i
c
i
p
a
t
i
o
n
March 25, 2025 Item #12 Page 177 of 578
33
PA
R
T
I
C
I
P
A
T
I
O
N
Ma
k
e
y
o
u
r
v
o
i
c
e
h
e
a
r
d
!
Co
m
m
u
n
i
t
y
S
u
r
v
e
y
D
e
a
d
l
i
n
e
:
Se
p
t
e
m
b
e
r
2
0
t
h
!
CO
M
M
U
N
I
T
Y
S
U
R
V
E
Y
En
g
l
i
s
h
:
ht
t
p
s
:
/
/
w
w
w
.
s
u
r
v
e
y
m
o
n
k
e
y
.
c
o
m
/
r
/
g
r
a
n
t
p
r
i
o
r
i
t
i
e
s
Sp
a
n
i
s
h
:
ht
t
p
s
:
/
/
e
s
.
s
u
r
v
e
y
m
o
n
k
e
y
.
c
o
m
/
r
/
s
u
b
v
e
n
c
i
o
n
e
s
b
l
o
q
u
e
March 25, 2025 Item #12 Page 178 of 578
34
CO
M
M
U
N
I
T
Y
D
E
V
E
L
O
P
M
E
N
T
B
L
O
C
K
G
R
A
N
T
S
(
C
D
B
G
)
PA
R
T
I
C
I
P
A
T
I
O
N
FU
N
D
I
N
G
P
U
R
P
O
S
E
AN
T
I
C
I
P
A
T
E
D
D
O
L
L
A
R
S
FU
N
D
I
N
G
D
E
T
E
R
M
I
N
A
T
I
O
N
Pr
o
v
i
d
e
s
r
e
s
o
u
r
c
e
t
o
b
e
n
e
f
i
t
p
e
r
s
o
n
s
w
i
t
h
l
o
w
-
an
d
m
o
d
e
r
a
t
e
-
in
c
o
m
e
s
,
p
r
e
v
e
n
t
o
r
e
l
i
m
i
n
a
t
e
b
l
i
g
h
t
,
a
n
d
m
e
e
t
u
r
g
e
n
t
n
e
e
d
s
Fu
n
d
s
a
r
e
d
e
t
e
r
m
i
n
e
d
b
a
s
e
d
o
n
a
f
o
r
m
u
l
a
t
h
a
t
f
a
c
t
o
r
s
i
n
p
o
p
u
l
a
t
i
o
n
si
z
e
,
l
e
v
e
l
o
f
p
o
v
e
r
t
y
,
a
n
d
o
t
h
e
r
d
e
m
o
g
r
a
p
h
i
c
a
n
d
e
c
o
n
o
m
i
c
d
a
t
a
.
In
F
Y
2
0
2
4
-25
,
C
a
r
l
s
b
a
d
a
n
t
i
c
i
p
a
t
e
s
r
e
c
e
i
v
i
n
g
$5
7
9
,
7
2
8
in
C
D
B
G
f
u
n
d
s
.
March 25, 2025 Item #12 Page 179 of 578
35
IN
T
E
R
A
C
T
I
V
E
A
C
T
I
V
I
T
Y
Ho
w
w
o
u
l
d
y
o
u
l
i
k
e
t
o
s
e
e
CD
B
G
fu
n
d
s
s
p
e
n
t
i
n
C
a
r
l
s
b
a
d
o
v
e
r
t
h
e
n
e
x
t
f
i
v
e
y
e
a
r
s
?
•
As
s
i
s
t
a
n
c
e
t
o
h
o
m
e
o
w
n
e
r
s
f
o
r
ho
m
e
r
e
p
a
i
r
s
&
i
m
p
r
o
v
e
m
e
n
t
s
•
As
s
i
s
t
a
n
c
e
t
o
b
u
s
i
n
e
s
s
e
s
f
o
r
jo
b
c
r
e
a
t
i
o
n
a
n
d
r
e
t
e
n
t
i
o
n
a
c
t
i
v
i
t
i
e
s
(s
u
c
h
a
s
j
o
b
t
r
a
i
n
i
n
g
,
lo
a
n
s
/
g
r
a
n
t
s
t
o
s
t
a
r
t
-up
b
u
s
i
n
e
s
s
e
s
,
a
n
d
t
e
c
h
n
i
c
a
l
a
s
s
i
s
t
a
n
c
e
)
•
Co
n
s
t
r
u
c
t
i
o
n
o
f
a
n
d
i
m
p
r
o
v
e
m
e
n
t
s
t
o
pu
b
l
i
c
f
a
c
i
l
i
t
i
e
s
(s
u
c
h
a
s
w
a
t
e
r
a
n
d
s
e
w
e
r
f
a
c
i
l
i
t
i
e
s
,
li
b
r
a
r
i
e
s
,
c
o
m
m
u
n
i
t
y
c
e
n
t
e
r
s
,
a
n
d
p
a
r
k
s
)
•
St
r
e
e
t
a
n
d
s
i
d
e
w
a
l
k
im
p
r
o
v
e
m
e
n
t
s
•
Pu
b
l
i
c
s
e
r
v
i
c
e
s
(s
u
c
h
a
s
m
e
n
t
a
l
h
e
a
l
t
h
s
e
r
v
i
c
e
s
,
h
o
m
e
l
e
s
s
s
e
r
v
i
c
e
s
,
a
d
d
i
c
t
i
o
n
t
r
e
a
t
m
e
n
t
se
r
v
i
c
e
s
,
a
n
d
s
e
n
i
o
r
a
n
d
y
o
u
t
h
s
e
r
v
i
c
e
s
)
•
Ac
q
u
i
s
i
t
i
o
n
a
n
d
r
e
h
a
b
i
l
i
t
a
t
i
o
n
fo
r
t
h
e
u
s
e
o
f
a
f
f
o
r
d
a
b
l
e
h
o
u
s
i
n
g
PA
R
T
I
C
I
P
A
T
I
O
N
March 25, 2025 Item #12 Page 180 of 578
36
Qu
e
s
t
i
o
n
s
?
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Ni
c
o
l
e
P
i
a
n
o
-Jo
n
e
s
Se
n
i
o
r
P
r
o
g
r
a
m
M
a
n
a
g
e
r
Ho
u
s
i
n
g
&
H
o
m
e
l
e
s
s
S
e
r
v
i
c
e
s
Ni
c
o
l
e
.
P
i
a
n
o
J
o
n
e
s
@
c
a
r
l
s
b
a
d
c
a
.
g
o
v
Er
i
n
P
e
a
k
Pr
o
g
r
a
m
M
a
n
a
g
e
r
Ho
u
s
i
n
g
&
H
o
m
e
l
e
s
s
S
e
r
v
i
c
e
s
Er
i
n
.
P
e
a
k
@
c
a
r
l
s
b
a
d
c
a
.
g
o
v
RS
G
,
I
n
c
.
Da
w
n
a
M
o
r
s
e
DM
o
r
s
e
@
r
s
g
s
o
l
u
t
i
o
n
s
.
c
o
m
Je
s
s
i
c
a
H
e
n
d
e
r
s
o
n
JH
e
n
d
e
r
s
o
n
@
r
s
g
s
o
l
u
t
i
o
n
s
.
c
o
m
March 25, 2025 Item #12 Page 181 of 578
Appendix D – Community Needs Assessment Survey Responses –
English & Spanish
March 25, 2025 Item #12 Page 182 of 578
Carlsbad 2025-2030 Consolidated Plan:
Community Survey Feedback Analysis – English Only
Overview
•Survey Distribution: August 22, 2024 to September 20, 2024
•Count of Survey Respondents: 26
Details
Q1 - Community services in order of priority
Count of Responses: 25
Count of Skipped: 1
1.Mental health services – 5.56
2.Childcare centers – 4.92
3.Youth activities – 4.68
4.Senior activities – 4.52
5.Crime prevention programs – 4.48 (tie)
6.General health services – 4.48 (tie)
7.Transportation services – 4.40
8.Legal services – 2.96
Q2 - Special needs services in order of priority
Count of Responses: 24
Count of Skipped: 2
1.Centers/services for neglected/abused children – 4.38
2.Centers/services for people with disabilities – 3.83
3.Homeless shelters/services – 3.71
4.Domestic violence services – 3.63
5.Substance abuse services – 3.38
6.HIV/AIDS centers/services – 2.08
Appendix D
March 25, 2025 Item #12 Page 183 of 578
Q3 - Economic development services for businesses that employ lower income
residents in order of priority
Count of Responses: 23
Count of Skipped: 3
1. Employment training – 3.65
2. Job creation/retention – 3.52
3. Business start-up assistance – 2.96
4. Small business loans – 2.91
5. Business building repairs/improvements – 1.96
4. Public facilities in order of priority
Count of Responses: 22
Count of Skipped: 4
1. Youth centers – 3.91
2. Childcare centers – 3.73
3. Senior centers – 3.64
4. Health care facilities – 3.64
5. Community centers – 3.14
6. Parks and recreation centers – 2.95
5. Types of infrastructure improvement projects in order of priority
Count of Responses: 22
Count of Skipped: 4
1. Accessibility improvements (ADA) – 3.41
2. Sidewalk improvements – 3.09
3. Street lighting – 3.05
4. Street/alley improvements – 2.86
5. Drainage improvements – 2.59
March 25, 2025 Item #12 Page 184 of 578
6. Types of housing programs in order of priority
Count of Responses: 25
Count of Skipped: 1
1. Fair housing services that help ensure equal access to housing – 5.32
2. Homebuyer assistance – 5.08
3. Housing accessibility improvements – 4.24
4. Rental housing repairs – 4.08
5. Repairs/improvements of owner-occupied units – 3.24
6. Lead-based paint test/removal – 3.20
7. Energy efficient improvements – 2.84
7. Types of housing projects for lower income residents in order of priority
Count of Responses: 25
Count of Skipped: 1
1. Affordable rental housing – 3.96
2. Affordable housing for purchase – 3.16
3. Senior housing – 3.04
4. Housing for people with disabilities – 3.00
5. Housing for large families – 1.84
8. Priority level to each of these services related to rental housing
Count of Responses: 26
Count of Skipped: 0
1. Fair housing services that help ensure equal access to housing – 4.00
2. Rental assistance (temporary or long-term help paying rent) – 3.48
3. Security deposit assistance – 3.37
4. Help searching for and applying for rental housing – 2.84
5. Help navigating credit requirements or previous evictions to qualify for
housing – 2.10
March 25, 2025 Item #12 Page 185 of 578
9. Priority level to each of these services related to affordable housing ownership
Count of Responses: 26
Count of Skipped: 0
1. Help finding available affordable housing – 4.19
2. Fair housing services that help ensure equal access to housing and address
discrimination based on race, age, disability status, etc. – 4.08
3. Down payment and closing cost assistance – 3.92
4. Help with credit or lending requirements – 3.46
13. Other services and needs that the City should consider
Count of Responses: 12
Count of Skipped: 14
1. Housing (32%)
o Lower rent
o Opportunities to rent or buy a unit at more affordable prices
o Give only 10% downpayment
o Create more resources that help people own houses
o Available housing (rent or purchase) without significant HOA-type fees
o General housing concern
2. General Comments (42%)
o Veteran priority
o Funding or grants for low-income kids to learn to swim
o Allowing nearby Oceanside residents that live in Carlsbad school zones
access to Carlsbad parks and recreation scholarships or program grants
o Gas money
o Encouraging employers to hire residents rather than people from outside the
town
o Creating jobs/helping obtain jobs for people without higher education
o Individual development accounts or cash stipends for families, seniors, and
youth
o Human services
3. Food Assistance (16%)
o Food insecurity
o Affordable food and shops
o Food money
4. Services (11%)
o Healthcare services
o Health services
March 25, 2025 Item #12 Page 186 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/1/10March 25, 2025 Item #12 Page 187 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/2/10March 25, 2025 Item #12 Page 188 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/3/10March 25, 2025 Item #12 Page 189 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/4/10March 25, 2025 Item #12 Page 190 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/5/10March 25, 2025 Item #12 Page 191 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/6/10March 25, 2025 Item #12 Page 192 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/7/10March 25, 2025 Item #12 Page 193 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/8/10March 25, 2025 Item #12 Page 194 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/9/10March 25, 2025 Item #12 Page 195 of 578
9/25/2024 Help determine how federal grants for lower income residents should be used - Responses | SurveyMonkey
https://www.surveymonkey.com/results/SM-Ea1DNHQc3_2Bz73RVJ_2BNGBtQ_3D_3D/summary/10/10March 25, 2025 Item #12 Page 196 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
1 / 16
Q1 Servicios para la comunidadPor favor, clasifique estos servicios
comunitarios en orden de prioridad para recibir fondos de subvención.
Answered: 4 Skipped: 0
25.00%
1
50.00%
2
0.00%
0
0.00%
0
0.00%
0
25.00%
1
0.00%
0
0.00%
0
4
6.25
50.00%
2
0.00%
0
0.00%
0
25.00%
1
25.00%
1
0.00%
0
0.00%
0
0.00%
0
4
6.25
0.00%
0
0.00%
0
25.00%
1
0.00%
0
50.00%
2
0.00%
0
0.00%
0
25.00%
1
4
3.75
0.00%
0
0.00%
0
0.00%
0
0.00%
0
0.00%
0
0.00%
0
25.00%
1
75.00%
3
4
1.25
25.00%
1
25.00%
1
0.00%
0
0.00%
0
0.00%
0
0.00%
0
50.00%
2
0.00%
0
4
4.75
0.00%
0
25.00%
1
0.00%
0
50.00%
2
0.00%
0
25.00%
1
0.00%
0
0.00%
0
4
5.00
0.00%
0
0.00%
0
75.00%
3
25.00%
1
0.00%
0
0.00%
0
0.00%
0
0.00%
0
4
5.75
0.00%
0
0.00%
0
0.00%
0
0.00%
0
25.00%
1
50.00%
2
25.00%
1
0.00%
0
4
3.00
0 1 2 3 4 5 6 7 8 9 10
Actividades
para personas
mayores
Actividades
juveniles
Guarderías
Servicios de
transporte
Programas de
prevención del
delito
Servicios
generales de
salud
Servicios de
salud mental
Servicios
jurídicos
1 2 3 4 5 6 7 8 TOTAL SCORE
Actividades para
personas mayores
Actividades juveniles
Guarderías
Servicios de transporte
Programas de
prevención del delito
Servicios generales de
salud
Servicios de salud
mental
Servicios jurídicos
March 25, 2025 Item #12 Page 197 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
2 / 16
Q2 Servicios para Necesidades EspecialesPor favor, clasifique estos
servicios para necesidades especiales en orden de prioridad para recibir
fondos de subvención.
Answered: 4 Skipped: 0
0.00%
0
25.00%
1
0.00%
0
0.00%
0
50.00%
2
25.00%
1
4
2.50
0.00%
0
50.00%
2
0.00%
0
25.00%
1
25.00%
1
0.00%
0
4
3.75
0.00%
0
25.00%
1
50.00%
2
25.00%
1
0.00%
0
0.00%
0
4
4.00
50.00%
2
0.00%
0
0.00%
0
25.00%
1
25.00%
1
0.00%
0
4
4.25
0.00%
0
0.00%
0
25.00%
1
0.00%
0
0.00%
0
75.00%
3
4
1.75
50.00%
2
0.00%
0
25.00%
1
25.00%
1
0.00%
0
0.00%
0
4
4.75
0 1 2 3 4 5 6 7 8 9 10
Servicios de
abuso de
sustancias
Servicios de
violencia
doméstica
Centros/servici
os para
personas con...
Refugios/servic
ios para
personas sin...
Centros/servici
os de VIH/SIDA
Niños
abandonados/mal
tratados...
1 2 3 4 5 6 TOTAL SCORE
Servicios de abuso de sustancias
Servicios de violencia doméstica
Centros/servicios para personas con
Discapacidades
Refugios/servicios para personas sin hogar
Centros/servicios de VIH/SIDA
Niños abandonados/maltratados
Centros/Servicios
March 25, 2025 Item #12 Page 198 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
3 / 16
Q3 Desarrollo económicoPor favor, clasifique estos servicios de desarrollo
económico para empresas que emplean a residentes de bajos ingresos en
orden de prioridad para recibir fondos de subvención.
Answered: 4 Skipped: 0
0.00%
0
0.00%
0
50.00%
2
50.00%
2
0.00%
0
4
2.50
50.00%
2
0.00%
0
25.00%
1
25.00%
1
0.00%
0
4
3.75
25.00%
1
75.00%
3
0.00%
0
0.00%
0
0.00%
0
4
4.25
0.00%
0
0.00%
0
25.00%
1
25.00%
1
50.00%
2
4
1.75
25.00%
1
25.00%
1
0.00%
0
0.00%
0
50.00%
2
4
2.75
0 1 2 3 4 5 6 7 8 9 10
Asistencia en
la puesta en
marcha de...
Préstamos para
pequeñas
empresas
Creación/retenc
ión de empleo
Reparaciones/me
joras de
edificios...
Formación para
el empleo
1 2 3 4 5 TOTAL SCORE
Asistencia en la puesta en marcha de empresas
Préstamos para pequeñas empresas
Creación/retención de empleo
Reparaciones/mejoras de edificios comerciales
Formación para el empleo
March 25, 2025 Item #12 Page 199 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
4 / 16
Q4 Instalaciones PúblicasPor favor, clasifique estas instalaciones públicas
en orden de prioridad para recibir fondos de subvención.
Answered: 4 Skipped: 0
25.00%
1
25.00%
1
0.00%
0
25.00%
1
25.00%
1
0.00%
0
4
4.00
25.00%
1
50.00%
2
0.00%
0
0.00%
0
25.00%
1
0.00%
0
4
4.50
0.00%
0
25.00%
1
25.00%
1
0.00%
0
0.00%
0
50.00%
2
4
2.75
25.00%
1
0.00%
0
0.00%
0
0.00%
0
50.00%
2
25.00%
1
4
2.75
25.00%
1
0.00%
0
50.00%
2
25.00%
1
0.00%
0
0.00%
0
4
4.25
0.00%
0
0.00%
0
25.00%
1
50.00%
2
0.00%
0
25.00%
1
4
2.75
0 1 2 3 4 5 6 7 8 9 10
Centros para
personas
mayores
Centros
juveniles
Centros
comunitarios
Parques y
centros
recreativos
Centros de
atención médica
Guarderías
1 2 3 4 5 6 TOTAL SCORE
Centros para personas mayores
Centros juveniles
Centros comunitarios
Parques y centros recreativos
Centros de atención médica
Guarderías
March 25, 2025 Item #12 Page 200 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
5 / 16
Q5 Mejoras en la infraestructuraPor favor, clasifique estos tipos de
proyectos de mejora de la infraestructura en orden de prioridad para recibir
fondos de subvención. Las mejoras de accesibilidad son mejoras que
cumplen con la Ley de Estadounidenses con Discapacidades.
Answered: 3 Skipped: 1
0.00%
0
0.00%
0
33.33%
1
33.33%
1
33.33%
1
3
2.00
0.00%
0
0.00%
0
33.33%
1
0.00%
0
66.67%
2
3
1.67
33.33%
1
0.00%
0
33.33%
1
33.33%
1
0.00%
0
3
3.33
66.67%
2
0.00%
0
0.00%
0
33.33%
1
0.00%
0
3
4.00
0.00%
0
100.00%
3
0.00%
0
0.00%
0
0.00%
0
3
4.00
0 1 2 3 4 5 6 7 8 9 10
Mejoras en el
drenaje
Mejoras en las
aceras
Mejoras de
accesibilidad
(ADA)
Mejoras en
calles/callejon
es
Alumbrado
público
1 2 3 4 5 TOTAL SCORE
Mejoras en el drenaje
Mejoras en las aceras
Mejoras de accesibilidad (ADA)
Mejoras en calles/callejones
Alumbrado público
March 25, 2025 Item #12 Page 201 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
6 / 16
Q6 Programas de ViviendaPor favor, clasifique estos tipos de programas
de vivienda en orden de prioridad para recibir fondos de subvención. Las
mejoras de accesibilidad son mejoras que cumplen con la Ley de
Estadounidenses con Discapacidades.
Answered: 4 Skipped: 0
25.00%
1
0.00%
0
50.00%
2
0.00%
0
25.00%
1
0.00%
0
0.00%
0
4
5.00
50.00%
2
0.00%
0
25.00%
1
0.00%
0
0.00%
0
0.00%
0
25.00%
1
4
5.00
0.00%
0
25.00%
1
0.00%
0
25.00%
1
25.00%
1
0.00%
0
25.00%
1
4
3.50
0.00%
0
0.00%
0
0.00%
0
25.00%
1
25.00%
1
25.00%
1
25.00%
1
4
2.50
25.00%
1
50.00%
2
25.00%
1
0.00%
0
0.00%
0
0.00%
0
0.00%
0
4
6.00
0.00%
0
25.00%
1
0.00%
0
50.00%
2
0.00%
0
25.00%
1
0.00%
0
4
4.00
0.00%
0
0.00%
0
0.00%
0
0.00%
0
25.00%
1
50.00%
2
25.00%
1
4
2.00
0 1 2 3 4 5 6 7 8 9 10
Mejoras en la
accesibilidad
de la vivienda
Asistencia
para
compradores ...
Mejoras en la
eficiencia
energética
Reparaciones/me
joras de
Unidades...
Servicios de
vivienda justa
que ayudan...
Reparaciones
de viviendas de
alquiler
Prueba/eliminac
ión de pintura
a base de plomo
1 2 3 4 5 6 7 TOTAL SCORE
Mejoras en la accesibilidad de la
vivienda
Asistencia para compradores de
vivienda
Mejoras en la eficiencia energética
Reparaciones/mejoras de Unidades
ocupadas por el propietario
Servicios de vivienda justa que
ayudan garantizar la igualdad de
acceso a la vivienda
Reparaciones de viviendas de
alquiler
Prueba/eliminación de pintura a
base de plomo
March 25, 2025 Item #12 Page 202 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
7 / 16
Q7 Oferta de viviendaPor favor, clasifique estos tipos de proyectos de
vivienda para residentes de bajos ingresos en orden de prioridad para
recibir fondos de subvención.
Answered: 4 Skipped: 0
25.00%
1
50.00%
2
0.00%
0
0.00%
0
25.00%
1
4
3.50
25.00%
1
0.00%
0
25.00%
1
50.00%
2
0.00%
0
4
3.00
0.00%
0
0.00%
0
75.00%
3
25.00%
1
0.00%
0
4
2.75
0.00%
0
25.00%
1
0.00%
0
0.00%
0
75.00%
3
4
1.75
50.00%
2
25.00%
1
0.00%
0
25.00%
1
0.00%
0
4
4.00
0 1 2 3 4 5 6 7 8 9 10
Vivienda de
alquiler
asequible
Vivienda para
personas
mayores
Viviendas para
personas con
Discapacidades
Vivienda para
familias
numerosas
Vivienda
asequible para
la compra
1 2 3 4 5 TOTAL SCORE
Vivienda de alquiler asequible
Vivienda para personas mayores
Viviendas para personas con Discapacidades
Vivienda para familias numerosas
Vivienda asequible para la compra
March 25, 2025 Item #12 Page 203 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
8 / 16
Q8 Por favor, asigne un nivel de prioridad a cada uno de estos servicios
relacionados con la vivienda en alquiler:
Answered: 4 Skipped: 0
Servicios de
vivienda justa
que ayuden a...
Ayuda con la
búsqueda y
solicitud de...
Asistencia con
el depósito de
seguridad
Asistencia
para el
alquiler (ay...
March 25, 2025 Item #12 Page 204 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
9 / 16
0%10%20%30%40%50%60%70%80%90%100%
Sin importa…Un poco im…Moderada…Importante
Muy import…
q y
Ayuda para
navegar por los
requisitos d...
March 25, 2025 Item #12 Page 205 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
10 / 16
0.00%
0
0.00%
0
100.00%
1
0.00%
0
0.00%
0
1
3.00
0.00%
0
100.00%
1
0.00%
0
0.00%
0
0.00%
0
1
2.00
0.00%
0
0.00%
0
0.00%
0
100.00%
2
0.00%
0
2
4.00
0.00%
0
0.00%
0
50.00%
2
25.00%
1
25.00%
1
4
3.75
25.00%
1
25.00%
1
0.00%
0
0.00%
0
50.00%
2
4
3.25
SIN
IMPORTANCIA
UN POCO
IMPORTANTE
MODERADAMENTE
IMPORTANTE
IMPORTANTE MUY
IMPORTANTE
TOTAL WEIGHTED
AVERAGE
Servicios de
vivienda justa
que ayuden a
garantizar la
igualdad de
acceso a la
vivienda y a
la
discriminación
por motivos
de raza, edad,
discapacidad,
etcétera.
Ayuda con la
búsqueda y
solicitud de
vivienda de
alquiler
Asistencia
con el
depósito de
seguridad
Asistencia
para el
alquiler
(ayuda
temporal o a
largo plazo
para pagar el
alquiler)
Ayuda para
navegar por
los requisitos
de crédito o
desalojos
anteriores
para calificar
para una
vivienda
March 25, 2025 Item #12 Page 206 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
11 / 16
Q9 Asigne un nivel de prioridad a cada uno de estos servicios
relacionados con la propiedad de viviendas asequibles:
Answered: 4 Skipped: 0
Asistencia
para el pago
inicial y lo...
Ayuda con los
requisitos de
crédito o...
Servicios de
vivienda justa
que ayuden a...
Ayuda para
encontrar
viviendas...
March 25, 2025 Item #12 Page 207 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
12 / 16
0.00%
0
0.00%
0
25.00%
1
0.00%
0
75.00%
3
4
4.50
0.00%
0
0.00%
0
33.33%
1
66.67%
2
0.00%
0
3
3.67
0.00%
0
25.00%
1
0.00%
0
25.00%
1
50.00%
2
4
4.00
0.00%
0
0.00%
0
25.00%
1
25.00%
1
50.00%
2
4
4.25
0%10%20%30%40%50%60%70%80%90%100%
Sin importa…Un poco im…Moderada…Importante
Muy import…
SIN
IMPORTANCIA
UN POCO
IMPORTANTE
MODERADAMENTE
IMPORTANTE
IMPORTANTE MUY
IMPORTANTE
TOTAL WEIGHTED
AVERAGE
Asistencia
para el pago
inicial y los
costos de
cierre
Ayuda con los
requisitos de
crédito o
préstamo
Servicios de
vivienda justa
que ayuden a
garantizar la
igualdad de
acceso a la
vivienda y a
la
discriminación
por motivos
de raza, edad,
discapacidad,
etcétera.
Ayuda para
encontrar
viviendas
asequibles
disponibles
March 25, 2025 Item #12 Page 208 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
13 / 16
0.00%0
0.00%0
0.00%0
25.00%1
50.00%2
25.00%1
Q10 Por favor, díganos dónde vive:
Answered: 4 Skipped: 0
TOTAL 4
0%10%20%30%40%50%60%70%80%90%100%
92008
92009
92010
92011
No vivo en
Carlsbad, pero
me gusta...
No vivo en
Carlsbad, pero
trabajo en...
ANSWER CHOICES RESPONSES
92008
92009
92010
92011
No vivo en Carlsbad, pero me gusta visitar
No vivo en Carlsbad, pero trabajo en Carlsbad
March 25, 2025 Item #12 Page 209 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
14 / 16
50.00%2
50.00%2
0.00%0
Q11 ¿Cuál describe mejor su situación actual de vivienda?
Answered: 4 Skipped: 0
TOTAL 4
0%10%20%30%40%50%60%70%80%90%100%
Alquilar
Poseer
Otro
ANSWER CHOICES RESPONSES
Alquilar
Poseer
Otro
March 25, 2025 Item #12 Page 210 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
15 / 16
0.00%0
0.00%0
50.00%2
50.00%2
0.00%0
Q12 ¿Cuál es tu grupo de edad?
Answered: 4 Skipped: 0
TOTAL 4
0%10%20%30%40%50%60%70%80%90%100%
Menores de 18
años
De 18 a 29 años
De 30 a 49 años
De 50 a 64 años
65 años o más
ANSWER CHOICES RESPONSES
Menores de 18 años
De 18 a 29 años
De 30 a 49 años
De 50 a 64 años
65 años o más
March 25, 2025 Item #12 Page 211 of 578
Ayude a determinar cómo se deben usar las subvenciones federales para los residentes de bajos
ingresos
16 / 16
Q13 ¿Qué otros servicios y necesidades debería considerar la ciudad para
obtener fondos de subvención para los residentes de bajos ingresos?
Answered: 1 Skipped: 3
#RESPONSES DATE
1 Vivienda para los mayores sin una lista de espera. Estábamos esperando por 3 años.9/2/2024 4:02 PM
March 25, 2025 Item #12 Page 212 of 578
Appendix E – Stakeholder Survey Responses
March 25, 2025 Item #12 Page 213 of 578
Help determine how federal grants for lower income residents should be used
1 / 10
Q1 Please provide your name, title, and the name of the organization you
represent.
Answered: 9 Skipped: 0
#RESPONSES DATE
1 Amalea Romero, Managing Attorney, Legal Aid Society of San Diego 9/11/2024 3:05 PM
2 Rebecca Nussbaum, Chief Program Officer, Community Resource Center 9/5/2024 11:52 PM
3 Dani Snow, Director of Philanthropy Catholic Charities Diocese of San Diego 9/5/2024 10:19 AM
4 Andi Koller, Recreation Supervisor, City of Carlsbad 9/4/2024 4:26 PM
5 Max Disposti Executive Director North County LGBTQ Resource Center 8/28/2024 12:56 PM
6 Darryl Harris Outreach Manager Brother Benno Foundation 8/28/2024 12:47 PM
7 Devon Boone, Director of CARE, MiraCosta Community College District 8/27/2024 11:37 AM
8 Sarah Castro, Senior Impact Manager, UWSD 8/27/2024 9:56 AM
9 Heather Jenkins, Director of Development, Casa de Amparo 8/26/2024 1:23 PM
March 25, 2025 Item #12 Page 214 of 578
Help determine how federal grants for lower income residents should be used
2 / 10
66.67%6
66.67%6
66.67%6
66.67%6
88.89%8
11.11%1
Q2 Please tell us where your organization provides services. Select all that
apply.
Answered: 9 Skipped: 0
Total Respondents: 9
0%10%20%30%40%50%60%70%80%90%100%
92008
92009
92010
92011
Other – in San
Diego County
Other –
outside of San
Diego County
ANSWER CHOICES RESPONSES
92008
92009
92010
92011
Other – in San Diego County
Other – outside of San Diego County
March 25, 2025 Item #12 Page 215 of 578
Help determine how federal grants for lower income residents should be used
3 / 10
77.78%7
88.89%8
77.78%7
77.78%7
77.78%7
55.56%5
Q3 Which of the following populations do you serve? Select all that apply.
Answered: 9 Skipped: 0
Total Respondents: 9
#OTHER (PLEASE SPECIFY)DATE
1 Persons of protected classes experiencing housing discrimination 9/11/2024 3:05 PM
2 LGBT families and individuals 8/28/2024 12:56 PM
3 Currently enrolled MiraCosta College Students 8/27/2024 11:37 AM
4 We provide indirect services to all populations listed as well as limited direct services.8/27/2024 9:56 AM
5 Foster youth 8/26/2024 1:23 PM
0%10%20%30%40%50%60%70%80%90%100%
Seniors
Individuals or
families
experiencing...
Veterans
People with
disabilities
People with
substance use
disorders
Other (please
specify)
ANSWER CHOICES RESPONSES
Seniors
Individuals or families experiencing homelessness
Veterans
People with disabilities
People with substance use disorders
Other (please specify)
March 25, 2025 Item #12 Page 216 of 578
Help determine how federal grants for lower income residents should be used
4 / 10
Q4 From your organization’s perspective, what do you consider to be the
most pressing unmet community needs throughout Carlsbad?
Answered: 9 Skipped: 0
#RESPONSES DATE
1 Housing and fair housing are some of the community's most pressing needs. Families and
individuals cannot keep up with rising costs of living on top of the obstacles faced by
vulnerable members of the community that are already at higher risk of discrimination. The
community needs better safety nets to prevent people from falling into housing instability and
homelessness, and from being forced into repeating patterns of segregation and gentrification.
9/11/2024 3:05 PM
2 The most pressing need is the severe shortage of housing affordable to the most low income
and marginalized people.
9/5/2024 11:52 PM
3 Housing 9/5/2024 10:19 AM
4 housing/transportation assistance for seniors 9/4/2024 4:26 PM
5 Housing and related services. Reducing poverty and disparities in our community through
affordability
8/28/2024 12:56 PM
6 Rental Assistance, Homelessness 8/28/2024 12:47 PM
7 Affordable housing rentals, shelters for women/men/family shelter, interim housing solutions
(i.e. hotel vouchers)
8/27/2024 11:37 AM
8 In San Diego County, in general, lack of affordable housing.8/27/2024 9:56 AM
9 Affordable housing.8/26/2024 1:23 PM
March 25, 2025 Item #12 Page 217 of 578
Help determine how federal grants for lower income residents should be used
5 / 10
Q5 More specifically, what does your organization consider to be the most
pressing housing needs throughout Carlsbad?
Answered: 9 Skipped: 0
#RESPONSES DATE
1 See above. Solutions could include increased investment in free legal services (fair housing,
right to counsel programs), emergency and permanent housing subsidies, universal income
programs, affordable pathways to homeownership, expanded local rent control and just cause,
and humane policies that comply with the obligation to AFFH when it comes to street
sweeping. Other policies to consider may be local ordinances that expand source of income
protections (stronger requirements for nonprofit rental assistance programs), first in time laws,
and ban the box laws for criminal background checks.
9/11/2024 3:05 PM
2 Financial assistance to keep economically vulnerable individuals and families in their homes.9/5/2024 11:52 PM
3 Affordable housing 9/5/2024 10:19 AM
4 low-income seniors 9/4/2024 4:26 PM
5 Rent control, programs that allows people to stay in their home through assistance and
support, marginalization and discrimination through the rental system, anti lgbt rhetoric's that
enhance negative's perceptions.
8/28/2024 12:56 PM
6 Rental and Utilities 8/28/2024 12:47 PM
7 Affordable rentals 8/27/2024 11:37 AM
8 I have reached out to partner organizations to get their input.8/27/2024 9:56 AM
9 Affordability.8/26/2024 1:23 PM
March 25, 2025 Item #12 Page 218 of 578
Help determine how federal grants for lower income residents should be used
6 / 10
Q6 What is your organization’s role in addressing some of these needs?
Answered: 9 Skipped: 0
#RESPONSES DATE
1 LASSD provides free legal services to Carlsbad (and all San Diego County) for any eligible
person with a landlord/tenant, subsidized housing, and/or discrimination issue. We provide a
range of assistance that can consist of phone advice to representation in negotiations, eviction
defense, and affirmative complaints (administrative or litigation). LASSD also has teams that
provide assistance in the areas of consumer protection, family law, SSI, education rights,
public benefits, tax law, immigration, unemployment benefits, and health care.
9/11/2024 3:05 PM
2 Community Resource Center provides services and supports to people experiencing
homelessness or at risk of homelessness that results in meaningful paths to safe and stable
housing.
9/5/2024 11:52 PM
3 We are working on building some affordable housing units. Currently, we have 689 affordable
housing units for seniors and individuals with disabilities.
9/5/2024 10:19 AM
4 The senior center provides art, fitness, and social programs for adults 50+. With the help of
San Diego County funding, we also provide free meals to seniors 60+, home meal delivery for
homebound seniors 60+, and some transportation options for seniors 60+. We regularly assist
seniors in finding general resources and assistance, including unsheltered seniors finding
resources.
9/4/2024 4:26 PM
5 The LGBT Center has 10 case workers and has provided this past year alone assistance to
over 600 families to prevent homelessness. We also offer behavioral health where 100 people
are served each week. The Center is the second largest housing provider in Oceanside after
interfaith. We have a small shelter cottages for youth age 19-29
8/28/2024 12:56 PM
6 Financial Assistance 8/28/2024 12:47 PM
7 We provide case management to currently enrolled students to address their basic needs
insecurity.
8/27/2024 11:37 AM
8 We support partners that work in that area. We run the San Diego County EITC Coalition,
BankOn San Diego, SparkPoint North County, and provide STEAM to Career programming at
Escondido High School.
8/27/2024 9:56 AM
9 Casa de Amparo provides current and former foster youth with transitional living apartments.8/26/2024 1:23 PM
March 25, 2025 Item #12 Page 219 of 578
Help determine how federal grants for lower income residents should be used
7 / 10
Q7 What limitations or challenges does your organization face in providing
services to communities throughout Carlsbad?
Answered: 9 Skipped: 0
#RESPONSES DATE
1 In general, LASSD faces challenges and difficulty meeting the demand for services due to
limited staff and resources. But also, Carlsbad specifically, being a coastal city, faces ongoing
threats of gentrification or re-tenanting. Even with recently increased protections on just cause
and rent cap, there are many properties that are exempt from these protections and many
housing providers that utilize loopholes. Local ordinances that close these gaps can promote
housing stability. As the law is now, sometimes people’s defenses to an eviction or rent
increase are limited or nonexistent, so our legal services are restricted to giving people advice
about what the law is and how best to try to protect their home or move with minimal hardship.
9/11/2024 3:05 PM
2 The lack of affordable housing in Carlsbad poses a significant barrier to our efforts to assist
residents in securing stable housing. Even when we can provide rental assistance or re-
housing services, finding affordable units that meet the needs of our clients is increasingly
difficult. This scarcity of affordable housing limits the effectiveness of our programs and
prolongs the time individuals and families spend in temporary or unstable living situations. In
addition, CRC currently rents in Carlsbad requiring long-term leases with funding that has short-
term contracts. CRC would love to purchase some property in Carlsbad to facilitate its
programs in collaboration with the city.
9/5/2024 11:52 PM
3 Funding to expand our homeless shelter is a challenge.9/5/2024 10:19 AM
4 Limited budget and staffing with a rapidly growing senior population and narrow scope of
services outlined by the County of San Diego funding. Our recreation team is not designed to
take on a heavy social services role but are faced with concerning situations on a regular
basis. Additionally, the lack of affordable transportation options for seniors who can no longer
drive themselves makes matters worse.
9/4/2024 4:26 PM
5 There are no lgbt shelters and places where unhoused folks can feel safe and accepted. Lack
of proper funding for our lGBT Center that despite being located in Oceanside serves all the
North County region. Lastly, intentional partnership with the City that would address the
percentage of people that are unhoused and how many are part fo the lgbt community through
data collection etc.
8/28/2024 12:56 PM
6 Funding is always the issue.8/28/2024 12:47 PM
7 Finding adequate resources to meet students needs (i.e. limited shelter options, limited
databases or housing navigation services, etc.)
8/27/2024 11:37 AM
8 We have a few initiatives that are county-wide, (EITC Coalition and BankOn), and the others
are focused on specific communities. The limitation we have in working in Carlsbad is that with
limited capacity/resources we are focused in other areas, but as some of our work grows,
(such as SparkPoint), we may be able to do more in Carlsbad specifically.
8/27/2024 9:56 AM
9 Contracted grant revenue does not cover the expenses associated with providing housing
services to emancipated foster youth.
8/26/2024 1:23 PM
March 25, 2025 Item #12 Page 220 of 578
Help determine how federal grants for lower income residents should be used
8 / 10
Q8 What other organizations do you think City of Carlsbad staff should
collaborate with to help address the most pressing community needs in the
next five years?
Answered: 6 Skipped: 3
#RESPONSES DATE
1 The City could work with other community based organizations that provide direct services to
homeless and other vulnerable populations, but the City should also continue to build
relationships with large and small housing providers in order to increase fair housing knowledge
and build collaborative relationships that promote fair housing at the source. Additionally,
working with the local tax assessor, to ensure their policies do not cause undue hardship on
new homeowners, can improve the efficacy of programs that help first time home buyers.
9/11/2024 3:05 PM
2 The Alliance for Regional Solutions is a coalition of North County service providers focused on
addressing regional challenges, including homelessness, housing, and economic stability.
Collaborating with ARS could foster a more coordinated and regional approach to addressing
these challenges, ensuring that efforts in Carlsbad are aligned with broader regional strategies.
In addition, Local schools, colleges, and universities, such as MiraCosta College and California
State University San Marcos, can be valuable partners in workforce development, job training
programs, and community outreach initiatives. Collaborating with these institutions can help
equip residents with the skills needed to secure stable employment and improve economic
outcomes.
9/5/2024 11:52 PM
3 Interfaith and the North County LGBTQ Resource Center 8/28/2024 12:56 PM
4 Interfaith 8/28/2024 12:47 PM
5 Alliance for Regional Solutions to help connect the North Coastal region with City of Carlsbad.8/27/2024 11:37 AM
6 Interfaith, MAAC, Lifeline 8/27/2024 9:56 AM
March 25, 2025 Item #12 Page 221 of 578
Help determine how federal grants for lower income residents should be used
9 / 10
Q9 What major projects does your organization anticipate undertaking in
the next five years? Please identify any organizations that you will
collaborate with to complete these projects.
Answered: 8 Skipped: 1
#RESPONSES DATE
1 LASSD's Fair Housing department intends to continue its work with the City of Carlsbad and
other north county cities, as well as the San Diego CDBG program. We also intend to continue
with enforcement, education, and capacity building grants with HUD.
9/11/2024 3:05 PM
2 Food insecurity remains a pressing issue for many lower-income households. The city should
consider funding programs that support food pantries, meal delivery services, and nutrition
education initiatives. These programs can help ensure that all residents have access to
nutritious food, which is fundamental to their overall health and well-being. In Spring 2025, CRC
is launching its Mobile Food Pantry which will bring access to nutritious charitable food to
individual's doorstep. That program is still under development and CRC would love to partner
with the city for rolling out the mobile pantry in Carlsbad.
9/5/2024 11:52 PM
3 Migrant Resite Shelters in San Diego and Imperial County, expanding our shelters in SAn
Diego for unhoused women, expanding our shelter in Carlsbad to serve women and children
who are unhoused as well, not just men.
9/5/2024 10:19 AM
4 The Center has just purchased a new building on 1919 Apple street. This space will soon
become the hub for other service providers where issues of poverty will be addressed. The
next 5 years will see our services increase exponentially because of the new space and the
new collaboration
8/28/2024 12:56 PM
5 We are planning to develop a second tier of service that will assist people in sustaining a life
without homelessness.
8/28/2024 12:47 PM
6 N/A 8/27/2024 11:37 AM
7 EITC Coalition, BankOn, SparkPoint, STEAM to Careers in High Schools, Early literacy
initiatives. We work with a large number of non-profit organization and schools.
8/27/2024 9:56 AM
8 Purchasing an apartment complex.8/26/2024 1:23 PM
March 25, 2025 Item #12 Page 222 of 578
Help determine how federal grants for lower income residents should be used
10 / 10
Q10 What other services and needs should the city consider for grant
funding for lower income residents?
Answered: 6 Skipped: 3
#RESPONSES DATE
1 The City should consider funding fair housing legal services programs with a component of
direct financial assistance to individual clients for things that promote housing stability such as
rent, utilities, grocery store gift cards, and movers. This type of funding allows us, as a legal
service provider, to provide even more effective assistance because under one roof we can
both negotiate resolutions and provide financial assistance to struggling households, which
improves case outcomes. Additionally, the City should invest not only in temporary and
emergency assistance, but longer term/permanent housing subsidies that ensure lasting
impact for households most in need.
9/11/2024 3:05 PM
2 There is a significant need for accessible mental health and substance abuse services,
particularly for residents facing housing instability or those in crisis. Providing funding for
counseling, therapy, substance abuse treatment programs, and crisis intervention services
would address a critical gap in the support network for lower-income individuals and families.
9/5/2024 11:52 PM
3 food insecurity 9/5/2024 10:19 AM
4 behavioral health services and crisis intervention 8/28/2024 12:56 PM
5 DMV Fee's, Car Repair 8/28/2024 12:47 PM
6 Our work is focused on two pillars: economic mobility and education, as we see these areas
as two key pieces to moving San Diego families ahead. We support initiatives that work in
those areas and are always interested in research-based, data driven initiatives that fall in
those buckets.
8/27/2024 9:56 AM
March 25, 2025 Item #12 Page 223 of 578
Appendix F – Public Hearing Notices
March 25, 2025 Item #12 Page 224 of 578
14 The CoasT News Nov. 8, 2024
NOTICE is hereby given that CHICAGO TITLE COMPANY, as the duly appointed Trustee pursuant to Notice of Delinquent Assessment and Claim of Lien executed by CARLSBAD SEAPOINTE RESORT OWNERS ASSOCIATION, INC., A CALIFORNIA NON PROFIT MUTUAL BENEFIT CORPORATION Recorded SHOWN BELOW as Instrument No. SHOWN BELOW of O cial Records in the O ce of the Recorder of SAN DIEGO County, California, property owned by SHOWN BELOW.WILL SELL ON 12/5/2024 at 10:00 AMLOCATION: AT THE FRONT ENTRANCE TO CHICAGO TITLE COMPANY 2121 PALOMAR AIRPORT ROAD. CARLSBAD, CA 92011SELL AT PUBLIC AUCTION TO THE HIGHEST BIDDER FOR CASH (payable at time of sale in lawful money of the United States, by cash, a cashier’s check drawn by a state or national bank, a check drawn by a state or federal credit union, or a check drawn by a state or federal savings and loan association, business in this state, all right, title and interest under said Notice of Delinquent Assessment in the property situated in said County, describing the land on above referred Claim of Lien.TS#, REF#, ICN, UNIT/INTERVAL/WEEK, APN, TRUSTORS, COL DATED, COL RECORDED, COL BOOK, COL PAGE/INSTRUMENT#, NOD RECORDED, NOD BOOK, NOD PAGE/INSTRUMENT#, ESTIMATED SALES AMOUNT 109471 12416AE 12416AE 124 EVEN 16 214-010-94-00 SCOTT C. LAFERNEY AND
KATHY LAFERNEY HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5063.00 109472 30124AO 30124AO 301 ODD 24 214-010-94-00 SCOTT C. LAFERNEY AND KATHY LAFERNEY HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5137.93 109473 12012DZ 12012DZ 120 EVERY 12 214-010-94-00 EUGENE H. LAIRD AND BRENDA C.LAIRD HUSBAND AND WIFE AS JOINT TENANTS6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4389.18 109474 13217DO 13217DO 132 ODD 17 214-010-94-00 WILLIAM F.LAMB AND TERESA A.LAMB HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4409.76 109475 21129CZ 21129CZ 211 EVERY29 214-010-94-00 WILLIAML. LAUGHLIN AND BETTYE. LAUGHLIN HUSBANDAND WIFE AS COMMUNITY PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $6421.52 109476 32137CZ 32137CZ 321 EVERY 37 214-010-94-00 NICOLE LAWLESS TRUSTEE OF THE NICOLE LAWLESS REVOCABLE TRUST DATED APRIL 2008 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5929.08 109477 12526AO 12526AO 125 ODD 26 214-010-94-00 LARRY W. LEEAND DIANA H. LEE HUSBAND AND WIFE ASJOINT TENANTS 6/27/20246/28/2024 2024-0164602 7/29/2024 2024-0197547 $5413.54 109478 30123AE 30123AE 301 EVEN 23 214-010-94-00 PEGGY LINNE MARRIED SOLE ANDSEPARATE PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5371.49 109479 20340CO 20340CO 203 ODD
40 214-010-94-00 PEGGY LINNE MARRIED SOLE AND SEPARATE PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4873.56 109480 22147CE 22147CE 221 EVEN 47 214-010-94-00 LEE ANN MARTIN AN UNMARRIED WOMAN AS SOLE AND SEPARATE PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4858.96 109481 23149DE 23149DE 231 EVEN 49 214-010-94-00 DEEPAK MATHUR AND NUTAN MATHUR HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $3156.12 109482 22919AZ 22919AZ 229 EVERY 19 214-010-94-00 RICHARD K. MCLAUGHLIN ANDMARJORIE E. MCLAUGHLIN HUSBANDAND WIFE AS JOINTTENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $6558.65 109483 12841DE 12841DE 128 EVEN 41 214-010-94-00 JOSE I. MINOAND ANALILIA MINOHUSBAND AND WIFE ASJOINT TENANTS 6/27/20246/28/2024 2024-0164602 7/29/2024 2024-0197547 $5150.51 109484 11949AO 11949AO 119 ODD 49 214-010-94-00 NORMAN SCOTT MOORE A(N) UNMARRIED MAN AND GINA A. CHAPA FUENTES A(N) UNMARRIED WOMAN AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4802.86 109485 12340CO 12340CO 123 ODD 40 214-010-94-00 RUDY M MORALES A WIDOWER 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5337.53 109487 12135CZ 12135CZ 121 EVERY 35 214-010-94-00 RICHARD H. MURRAY A SINGLE MAN AS SOLE AND SEPARATEPROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $8096.13 109488 12652AO
12652AO 126 ODD 52 214-010-94-00 JOYCE A. OLIVIER KWOK AND MARSHALL KWOK HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5706.74 109489 22449AZ 22449AZ 224 EVERY 49 214-010-94-00 FRANTISEK J. ONDERKA AND LIDIA F. ONDERKA TRUSTEES OR THEIR SUCCESSORS IN TRUST UNDER THE ONDERKA FAMILY TRUST DATED JULY 15 2009 AND ANY AMENDMENTS THERTO 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5238.03 109490 22303CO 22303CO 223 ODD 03 214-010-94-00 PACIFIC TIMESHARE SERVICES INC. A COMPANY DULY ORGANIZED AND EXISTING UNDER AND BY VIRTUE OF THE LAWS OF THE STATE OF CALIFORNIA AS SOLE AND SEPARATE PROPERTY A CALIFORNIA CORPORATION 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4556.88 109491 11138CZ 11138CZ 111 EVERY 38 214-010-94-00 JOSE Z. PASCUAAND RUTH GUERRA-PASCUA HUSBAND AND WIFE AS JOINT TENANTS6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $6021.99 109492 13202DO 13202DO 132 ODD02 214-010-94-00 EFREN PONGE AND MELODY ANNPONGE HUSBAND AND WIFE AS JOINT TENANTS6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5021.17 10949421149CE 21149CE 211 EVEN49 214-010-94-00 SONGRAMBOLDT AN UNMARRIED WOMAN ASSOLE AND SEPARATEPROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4557.39 109495 32250BZ 32250BZ 322 EVERY 50 214-010-94-00 HENRY REINECKE JR AND TOSHIKO S. REINECKE TRUSTEE UNDER DECLARATION OF TRUST DATED JULY 24 1989 AND AMENDED NOV 8 1993 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $7442.09 109496 32403AZ 32403AZ 324 EVERY 03 214-010-94-00 GARY L. ROSSI AND JANA M. ROSSI HUSBAND ANDWIFE AS COMMUNITY PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $6881.74 109497 20411CE 20411CE 204 EVEN 11 214-010-94-00 CYNTHIA M. ROWAN AN UNMARRIED
WOMAN AS SOLE AND SEPARATE PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4564.80 109498 21214AZ 21214AZ 212 EVERY 14 214-010-94-00 BRYAN SCHAPER AND MARIE Y. SCHAPER HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $6844.83 109499 22939AZ 22939AZ 229 EVERY 39 214-010-94-00 OTTO SCHNEIDER TRUSTEE AND RUTH M. SCHNEIDER TRUSTEE OF THE SCHNEIDER FAMILY TRUST DATED MARCH 4 1988 AND FIRST AMENDMENT DATED APRIL 21 1988 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4843.39 109500 11010BZ 11010BZ 110 EVERY 10 214-010-94-00 FRED E. SCHWEISINGER AND MAUREEN A SCHWEISINGER SCHWEISINGER FAMILY LIVING TRUST OCT 6 2003 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $7937.67 109501 12950AZ 12950AZ 129 EVERY 50 214-010-94-00 FRED E. SCHWEISINGER AND MAUREEN A. SCHWEISINGER TRUSTEES OF THE SCHWEISINGER FAMILY LIVING TRUST DATED OCTOBER 6 2003 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $8992.46 109503 20119AZ 20119AZ 201 EVERY 19 214-010-94-00 FREDRIC E. SCHWEISINGER AND MAUREEN A. SCHWEISINGER TRUSTEE OF THE SCHWEISINGER FAMILY LIVING TRUST DATED OCTOBER 6 20036/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $8964.89 10950432937AZ 32937AZ 329EVERY 37 214-010-94-00FREDRICE. SCHWEISINGER AND MAUREEN A. SCHWEISINGER TRUSTEE OF THE SCHWEISINGER FAMILY LIVING TRUST DATED OCTOBER 6 2003 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $8974.10 109505 11022BZ 11022BZ 110 EVERY 22 214-010-94-00 FRED E. SCHWEISINGER AND MAUREEN A. SCHWEISINGER SCHWEISINGER FAMILY LIVING TRUST 10-06-03 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $7937.67 109506 22917AZ 22917AZ 229 EVERY 17 214-010-94-00 JAMES SEPULVEDA JR. AND CORAZON B. SEPULVEDA
HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $8437.09 109507 31206AZ 31206AZ 312 EVERY 06 214-010-94-00 MICHAEL E. TEUFEL AND PATTI F. TEUFEL HUSBAND AND WIFE AND JACK SHOMAKER AND SHARONSHOMAKER HUSBAND AND WIFE ALL AS JOINTTENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $7368.66 109508 20109AZ 20109AZ 201 EVERY 09 214-010-94-00 ALBERTO A. SILANG AND MARTESA D.SILANG HUSBAND AND WIFE AS JOINT TENANTS6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $8400.18 109509 32308CZ 32308CZ 323 EVERY 08 214-010-94-00 KATHRYN F. SIMEUS ANUNMARRIED WOMAN ASSOLE AND SEPARATE PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5994.28 109510 12243BO 12243BO 122 ODD 43 214-010-94-00 DAVID L. SIMPSON AND CAROLYN L. SIMPSON HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5294.72 109511 20414CE 20414CE 204 EVEN 14 214-010-94-00 SKANE TAX SOLUTIONS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4601.94 109512 32117CO 32117CO 321 ODD 17 214-010-94-00 SKANE TAX SOLUTIONS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4478.38 109513 21644CE 21644CE 216 EVEN 44 214-010-94-00 REYNALDO L. SOLIMAN AND VIRGINIA R. SOLIMAN HUSBAND ANDWIFE AS JOINT TENANTS6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4847.45 109514 11809AZ 11809AZ 118 EVERY09 214-010-94-00 RICHARDF. STEINER O.D. AND REBECCA STEINER AS TRUSTEES OF THE RICHARD AND REBECCA STEINER FAMILY TRUST DATED SEPTEMBER 24 2009 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4199.85 109515 20917CE 20917CE 209 EVEN 17 214-010-94-00 LARRY DEAN STILL A(N) UNMARRIED MAN AS SOLE AND SEPARATE PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $5085.51 109516 31618CO 31618CO 316 ODD 18 214-010-94-00 LARRY DEANSTILL A(N) UNMARRIED
MAN AS SOLE AND SEPARATE PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4655.84 109517 12543AZ 12543AZ 125 EVERY 43 214-010-94-00 CHRISTOPHER N. SYKES AND DANA L. SYKES DANA L. HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $8932.73 109518 32436AE 32436AE 324 EVEN 36 214-010-94-00 SCOTT J. SYMOLON AND EROWYN L. SYMOLON HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $6914.13 109519 12519AZ 12519AZ 125 EVERY 19 214-010-94-00 ELIZABETH A. TODD TRUSTEE OF THE ELIZABETH A. TODD TRUST DATED DECEMBER 13 2011 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $6874.53 109520 31717BO 31717BO 317 ODD 17 214-010-94-00 LOUISE UNRUH A SINGLE WOMAN AS SOLE AND SEPARATE PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $2820.60 109521 12551AZ 12551AZ 125 EVERY 51 214-010-94-00 OSCAR VALDEPENA AND DANA VALDEPENA HUSBAND AND WIFE AS COMMUNITY PROPERTY WITH RIGHTS OF SURVIVORSHIP 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $8404.58 109522 11207AO 11207AO 112 ODD 07 214-010-94-00 DEL W. RILEY AND ANN J. RILEY HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4738.38 109523 22343CE 22343CE 223 EVEN 43 214-010-94-00 EDWIN G. HAWKINS AND CAROL E. VERNON-HAWKINS HUSBAND AND WIFE AS JOINT TENANTS 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4550.29 109524 22145CZ 22145CZ 221 EVERY 45 214-010-94-00 CINDY WONG A MARRIED WOMAN AS SOLE AND SEPARATE PROPERTY 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $7192.42 109525 12215BO 12215BO 122 ODD 15 214-010-94-00 JOYCE J. YOUNG TRUSTEE OF THE JOYCE J. YOUNG LIVING TRUST DATED OCTOBER 17 2001 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4448.25 109526 11521CO 11521CO 115 ODD 21 214-010-94-00 EDWARD ZAZUETA AND YOLANDA ROSE ZAZUETA FAMILY TRUST OF EDWARD ZAZUETA AND YOLANDA ROSE ZAZUETA DATED AUG 05 2016 6/27/2024 6/28/2024 2024-0164602 7/29/2024 2024-0197547 $4582.88 The street address and other common designation, if any, of the real property described above is purported to be: 6400 SURFSIDE LANE, CARLSBAD, CA, 92009 The undersigned Trustee disclaims any liability for any incorrectness of the street address and other common designation, if any, shown herein. Said sale will be made, but without covenant or warranty, expressed or implied, regarding title, possession, or encumbrances, to pay the remaining principal sum due under said Notice of Delinquent Assessment, with interest thereon, as provided in said notice, advances, if any, estimated fees, charges and expenses of the Trustee. Estimated amount with accrued interest and additional advances, if any, is SHOWN ABOVE and may increase this gure prior to sale. The
LEGALS LEGALS LEGALS LEGALS LEGALS LEGALS LEGALS
CITY OF CARLSBADNOTICE OF PUBLIC HEARING AND FUNDING AVAILABILITY
DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM FUNDS
NOTICE IS HEREBY GIVEN, the City Council of the City of Carlsbad will conduct a public hearing on Tuesday, Nov. 19, 2024, at 5 p.m. for the city’s Community Development Block Grant (CDBG) program Fiscal Year (FY) 2025-30 Consolidated Plan Priorities, FY 2025-26 (July 1, 2025 – June 30, 2026) Funding Plan, and Notice of Funding Availability.
The CDBG program is funded by the U.S. Department of Housing and Urban Development (HUD). The City of Carlsbad is an entitlement community and receives CDBG funds direct-ly from HUD to address local community development needs. The City of Carlsbad requests participation from community members to develop a CDBG program that meets the needs of City’s vulnerable and lower income residents.
FY 2025-26 Funding Plan & Funding Availability: For FY 2025-26, the City of Carlsbad antici-pates an annual grant of $550,741; of which funds are estimated to be available in the following categories:
• Public Services $82,611• Administration & Fair Housing $110,148 • A ordable Housing & Facility Improvements $357,982
The FY 2025-26 CDBG Funding Plan will be available for public review beginning on Nov. 15, 2024, on the city’s website: https://www.carlsbadca.gov/city-hall/grants-assistance/cdbg.
Beginning on Nov. 20, 2024, the City of Carlsbad is soliciting proposals for projects, activities, and programs. Applications will be available on the city website: https://www.carlsbadca.gov/city-hall/grants-assistance/cdbg. Completed application packages, including required attach-ments, must be submitted prior to Jan. 17, 2025. All community organizations are encouraged to submit a proposed project, or projects, for consideration by the City Council at a future public hearing.
Those with interest are encouraged to submit written comments and/or attend the public hearing scheduled for Nov. 19, 2024, 5 p.m., at Carlsbad City Hall located at 1200 Carlsbad Village Drive, Carlsbad, CA 92008. Copies of the sta report will be available by Friday, Nov. 15, 2024, on the city’s website: https://www.carlsbadca.gov/city-hall/meetings-agendas. The meeting can be viewed online at https://www.carlsbadca.gov/city-hall/meetings-agendas or on the city’s cable channel.
To submit comments or direct questions, please contact Christian Gutierrez, Housing Services Manager at (442) 339-2299 or christian.gutierrez@carlsbadca.gov.
PUBLISH: Friday, Nov. 8, 2024
CITY OF CARLSBADCITY COUNCIL
11/08/2024 CN 29703
CITY OF CARLSBADSummary of Ordinance No. CS-476 per Government Code §36933(c)
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFOR-NIA, AMENDING CARLSBAD MUNICIPAL CODE SECTIONS 18.21.030 (GREEN BUILDING STANDARDS CODE – SITE DEVELOPMENT) AND 18.04.055 (BUILDING CODE—BOARD OF APPEALS) WITH FINDINGS OF FACT SUPPORTING CALIFOR-NIA BUILDING STANDARDS CODE AMENDMENTS
Title 18 of the Carlsbad Municipal Code adopts by reference the 2022 Building Standards Code, Code of Regulations Title 24. E ective July 1, 2024 the State adopted an Intervening Code Adoption Cycle Supplement re-sulting in additions and amendments to the California Building Standards Code. The city must comply with these additions and amendments.The proposed amendments to Carlsbad Municipal Code Section 18.21.030 will strike incon-sistent amendments from the city’s Green Building Standards Code and adopt the state’s new requirements for electric vehicle charging stations. The ordinance also amends Carlsbad Municipal Code Section 18.04.055 to designate the City Council as the Building Code Board of Appeals.A certi ed copy of the full text of the proposed ordinances is posted in the O ce of the City Clerk, 1200 Carlsbad Village Drive, Carlsbad, CA 92008.PASSED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad, California, on the 29th day of October, 2024, by the following vote, to wit:AYES: Blackburn, Bhat-Patel, Acosta, Burkholder.NOES: None.ABSTAIN: None.ABSENT: Luna.PUBLISH DATE: Nov. 8, 2024City of Carlsbad | City Council
11/08/2024 CN 29701
Coast News legals
continued from
page 13
March 25, 2025 Item #12 Page 225 of 578
Aug. 30, 2024 The CoasT News 9
08/30/2024 CN 29405
NOTICE OF ORDINANCE INTRODUCTION
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF DEL MAR, CALIFORNIA, ADDING NEW CHAPTER 23.06 TO THE CITY OF DEL MAR MUNICIPAL CODE, ESTABLISHING MULTI-UNIT AND MIXED-USE OBJECTIVE DESIGN STANDARDS FOR LAW-FULLY REQUIRED “BY-RIGHT” HOUSING DEVEL-OPMENT
The above referenced ord-inance was introduced by action of the City Council on August 26, 2024. Adoption of the above listed ordinance will be considered on September 9, 2024.
/s/Sarah Krietor, Administrative Services Manager/ City Clerk DATE August 27, 2024 08/30/2024 CN 29403
NOTICE OF ORDINANCE INTRODUCTION
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF DEL MAR, CALIFORNIA, AMENDING TITLE 7 OF THE CITY OF DEL MAR MUNICIPAL CODE – EXPENDITURES
The above referenced ordinance was introduced by action of the City Council on August 26, 2024. Adoption of the above listed ordinance will be considered on September 9, 2024.
/s/Sarah Krietor, Administrative Services Manager/ City Clerk DATE August 27, 2024 08/30/2024 CN 29402
CITY OF DEL MARNOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN that on Monday, the 9th day of September, 2024, at 4:30 p.m., (or as soon thereafter as practicable) in the City of Del Mar Town Hall, 1050 Camino del Mar, Del Mar, California, the City Council will conduct a public hearing on the following:
A request for approval of a Tentative Parcel Map-Con-dominium (TPMC23-001) and Coastal Development Permit (CDP24-004) to allow the conversion of an existing detached residential duplex (two units) to condominium ownership.
Applicant/Owner: Deal Del Mar, LLCLocation: 730-750 Stratford CourtAssessor Parcel Number (APN): 300-181-07-00Environmental Status: Pursuant to the California Environmental Quality Act (CEQA), the Project is found to be Categorically Exempt pursuant to Section 15315 (Class 15 - Minor Land Divisions) in that it proposes a division of property zoned for residential use within an urbanized area into four or fewer parcels, in conformance with the General Plan and Zoning, which does not request a variance from standards, has all services and access available, has not been involved in a division of a larger parcel within the previous two years, and does not have an average slope greater than 20 percent.Contact Person: Jennifer Gavin, Associate Planner (jgavin@delmar.ca.us)Planning CommissionRecommendation: On
August 13, 2024, the Planning Commission unanimously recommended approval of applications TTMC23-001 and CDP24-004 on the meeting’s Consent Calendar.
Those desiring to be heard in favor of or in opposition to this item will be given an opportunity to do so by participating in City Council meetings by addressing the City Council for up to three minutes or by submitting a written comment. Please submit a completed “Speaker Slip”, including the item number you wish to speak on, to the City Clerk prior to the Mayor announcing the agenda item. The forms are located near the door at the rear of the Meeting Room. When called to speak, please approach the podium and state your name for the record.
Written Comments: Members of the public can participate in the meeting by submitting a written red dot comment via email tocityclerk@delmar.ca.us. The deadline to submit written comments is 12 p.m. on the day of the meeting and the subject
line of your email should clearly state the agenda item you are commenting on.
Under California Government Code 65009, if you challenge the nature of the proposed action in Court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or written correspondence delivered to the City at, or prior to, the public hearing./s/Sarah Krietor, Administrative Services Manager/ City Clerk DATE August 27, 2024 08/30/2024 CN 29401
NOTICE OF PUBLIC HEARING(City Council)
The San Marcos City Council will hold the following public hearing in the City Council Chambers located at the San Marcos City Hall, 1 Civic Center Drive, San Marcos, CA 92069: at 6:00 p.m. on Tuesday, September 10, 2024. Project No: TA24-0003Applicant: City of San Marcos
Request: Text Amendments to Title 20.410 of the San Marcos Municipal Code (Zoning Ordinance) updating existing land use regulations addressing accessory dwelling unit requirements for residential projects. Environmental Determination: The proposed Text Amendment can be found exempt from CEQA as it is not a project within the meaning of Section 15378 of the CEQA Guidelines because there is no potential for it to result in a physical change in the environment, either directly or indirectly. Additionally, if it was found to be a project under CEQA, the project would be exempt pursuant to Section 15061(b)(3) of the CEQA Guidelines because it can be seen with certainty that there is no possibility it would have a signi cant e ect on the environment. Location of Property: The Zoning Ordinance Update is applicable to all properties within City limits. Planning Commission Action: The Planning Commission recommended approval of the proposed project to the City Council by a
7-0 vote. Further information about this notice can be obtained from Sarah Clu , Associate Planner, by e-mail sclu @san-marcos.net or call 760-744-1050 ext. 3227.The City of San Marcos is committed to making its programs, services and activities accessible to individuals with disabilities. If
you require accommodation to participate in a public hearing or any other city program, service, or activity, please contact the City Clerk’s o ce at 1 Civic Center Drive, San Marcos, CA 92069, or call (760) 744-1050, extension 3186. Phil Scollick, City Clerk, City of San Marcos.PD: 08/30/2024.
08/30/2024 CN 29379
LEGALS LEGALS LEGALS LEGALS LEGALS LEGALS LEGALS
CITY OF CARLSBAD
NOTICE OF COMMUNITY MEETINGS
Community Development Block Grant Program Consolidated Plan Community Input Solicitation
NOTICE IS HEREBY GIVEN that the City of Carlsbad will hold two community meetings regarding the development of the proposed Fiscal Years 2025-2030 Consolidated Plan. The city of Carlsbad receives federal Community Development Block Grant funds from the U.S. Department of Housing and Urban Development. The three broad goals established to guide the use of the Community Development Block Grant funds include “Securing Decent Hous-ing,” “Providing a Suitable Living Environment,” and “Expanding Economic Opportunities.” The Consolidated Plan is a ve-year plan developed to determine how these goals will be met within the city of Carlsbad.
The city is providing a forum for residents to express their views on how to utilize these federal grant funds to assist low-income residents and communities. The meetings will be held at the following times and locations:
City of Carlsbad, Pine Avenue Community Center 3209 Harding StreetCarlsbad, CA 92008Wednesday, September 11, 20245:00 pm – 6:30 pm
City of Carlsbad, City Library 1775 Dove LaneCarlsbad, CA 92011Tuesday, September 17, 20245:30 pm – 6:30 pm
If you are unable to attend either meeting, you may still provide input through an online survey available on the city’s website at https://www.carlsbadca.gov/city-hall/grants-assistance/cdbg.
The above-mentioned agency is an equal opportunity public entity and does not discriminate on the basis of race, color, ethnic origin, national origin, sex, religion, veteran’s status, physical or mental disability, or any other federal or state protected class in the employment or the provision of service. In compliance with the Americans with Disability Act/Section 504 Re-habilitation Act of 1973, if you need special assistance to participate in these meetings, please contact Nicole Piano-Jones at (442) 339-2191.
For questions or more information, please contact Nicole Piano-Jones, Senior Program Man-ager at nicole.pianojones@carlsbadca.gov or at (442) 339-2191.
PUBLISH DATE: August 30, 2024
CITY OF CARLSBAD
08/30/2024 CN 29396
CITY OF CARLSBADSummary of Ordinance No. CS-475per Government Code §36933(c)
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFOR-NIA, ADDING CHAPTER 6.15 TO THE CARLSBAD MUNICIPAL CODE TO PROHIB-IT SMOKING IN MULTI-UNIT RESIDENCES
SMOKE-FREE MULTI-UNIT HOUSING ORDINANCEZCA2024-0004
The proposed ordinance prohibits smoking in multi-unit residential buildings and in the out-door common areas starting on January 1, 2025.
The proposed ordinance would ban smoking of tobacco and cannabis products, including va-ping, inside and outside multi-unit buildings containing three or more units, including apart-ment buildings, condominiums, townhomes, senior and assisted living facilities and long-term health care facilities. It would apply to both rental and for-sale housing units. It includes an option that would allow for the creation of designated outdoor smoking areas that meet speci c criteria.
The ordinance adds Chapter 6.15 to the Carlsbad Municipal Code titled “Prohibition of Smok-ing in Multi-Unit Residences.” Some of the more signi cant provisions of the ordinance:
• Applies to existing and proposed multi-unit residences, which includes any rental or for-sale housing development with three or more units (Exception: Hotels, single-fam-ily homes with accessory dwelling units or junior accessory dwelling units, and mobile homes in a mobile home park are not subject to this ordinance).• Smoking would be prohibited indoors, including individual units and associated balco-nies, porches, decks, and patios. • Smoking would be prohibited in exterior common areas, such as halls, pathways, lobbies, stairwells, mail areas/rooms, community rooms, playgrounds, pools, laundry rooms and parking lots. • A designated smoking area could be established outdoors by landlords or property man-agers but must be su ciently distant – at least 25 feet – from units and other outdoor amenities. • The ordinance requires smoke-free provisions to be placed in new lease or sales agree-ments, making smoking a violation of both the agreement and the local ordinance.• The ordinance allows for enforcement by private individuals against any tenant or own-er-occupant violating the ordinance through the use of a civil action for damages or in-junction. Statutory damages are set at $500 for each violation. The ordinance does not create a private right of action for a tenant against a landlord.• Smoking in violation of the ordinance is declared to be a public nuisance.
A certi ed copy of the full text of the proposed ordinance is posted in the O ce of the City Clerk, 1200 Carlsbad Village Drive, Carlsbad, CA 92008.
PASSED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad, California, on the 20th day of Aug., 2024, by the following vote, to wit:
AYES: BLACKBURN, BHAT-PATEL, ACOSTA, LUNA.
NOES: BURKHOLDER.
ABSTAIN: NONE.
ABSENT: NONE.
PUBLISH DATE: Aug. 30, 2024City of Carlsbad | City Council
08/30/2024 CN 29383
CITY OF ENCINITAS PUBLIC NOTICE Summary vacations of existing Irrevocable O er of Dedications
Vacations are a process in which the City abandons unused public right-of-way and utility ease-ments. Encinitas City Council will consider the following Summary Vacations on November 20, 2024 at 6:00 PM or as soon as possible, thereafter. If you have any comments, please submit them in writing to our o ce by October 21, 2024 to Leia Cabrera, Principal Engineer – Land Development, City of Encinitas at lcabrera@encinitasca.gov. 1. File No. SUB-007085-2024a. Location: 1635 MacKinnon Avenue, Encinitas, CA 92024b. APN: 260-305-1100c. Applicant: Coastal Land Solutionsd. Owner: Pat Wrighte. Description: Between Lot A in Block 3, and Lot M in Block 2 of Map No. 260-30 along Windsor Road. 2. File No. SUB-007086-2024a. Location: 158 N. Coast Highway 101, Encinitas, CA 92024b. APN: 256-392-11c. Applicant: Pasco Lauret Suiter & Associatesd. Owner: 101 Hotel LLCe. Description: Portion of the Southeast Quarter of Section 9, Township 13 South, Range 4 West, San Bernardino Meridian, in the City of Encinitas, in the County of San Diego, State of California. 3. File No. SUB-007305-2024a. Location: Between 501 and 701 El Camino Real, Encinitas, CA 92024b. APN: 257-470-24c. Applicant: Pasco Lauret Suiter & Associatesd. Owner: El Camino Encinitas, LLCe. Description: Portion of Lots 1 and 2 of Encinitas Tract No. 4255 in the City of Encinitas, in the County of San Diego, State of California.
08/30/2024, 09/06/2024 CN 29387
CITY OF VISTA NOTICE OF PUBLIC HEARING
NUISANCE ABATEMENT FOR 1248 S. SANTA FE AVENUE & ADJACENT VACANT PROPERTYNOTICE IS HEREBY GIVEN THAT the City Council of the Chartered City of Vista, Cali-fornia will hold a public hearing in the Council Chambers at the Vista Civic Center, at 200 Civic Center Drive, Vista, California, on Tuesday, September 10, 2024 at 5:30 p.m. to obtain citizen views, respond to questions, and declaring that the condition of the property at 1248 S. Sante Fe Avenue and adjoining vacant lot (APN 180-164-31 & 32-00), constitute a public nuisance and authorizing the City Manager to abate the public nuisance. ALL INTEREST-ED PARTIES ARE INVITED to attend said hearing and express opinions on the matter outlined above. To submit a comment in writing, email publiccomments@cityofvista.com and write the item number and/or title of the item in the subject line. Oral comments will also be accepted by leaving a message at 760-643-2815. Please include your name and the spelling, as well as the item number or title of the item you wish to speak about. All com-ments received by 2:00 p.m. the day of the hearing will be emailed (voice messages will be summarized) to the City Council members and included as an “Add to Packet” on the City’s website prior to the meeting. Please note, comments will not be read at the meeting.Kathy Valdez, City Clerk
08/30/2024 CN 29380
Coast News legals
continued on
page 11
March 25, 2025 Item #12 Page 226 of 578
24 The CoasT News Sept. 27, 2024
FINANCIAL COMPANY AT PHONE NO. 800-234-6222 EXT 189DATE: 9/10/2024 CHICAGO TITLE COMPANY, AS TRUSTEE 2121 PALOMAR AIRPORT ROAD, SUITE 330B CARLSBAD, CA 92011 PHONE NO. (858) 207-0646 BY LORI R. FLEMINGS, as Authorized Signor 09/13/2024, 09/20/2024, 09/27/2024 CN 29477
BATCH: AFC-4037NOTICE OF TRUSTEE’S SALEYOU ARE IN DEFAULT UNDER A DEED OF TRUST DATED AS SHOWN BELOW. UNLESS YOU TAKE ACTION TO PROTECT YOUR PROPERTY, IT MAY BE SOLD AT A PUBLIC SALE. IF YOU NEED AN EXPLANATION OF THE NATURE OF THE PROCEEDINGS AGAINST YOU, YOU SHOULD CONTACT A LAWYER.CHICAGO TITLE COMPANY as the duly appointed Trustee under and pursuant to Deed of Trust Executed by: AS SHOWN BELOW, as Trustor, AS SHOWN BELOW, as Bene ciary, recorded on AS SHOWN BELOW as Instrument No. AS SHOWN BELOW of O cial Records of the County Recorder of SAN DIEGO County, California, and pursuant to the Notice of Default and Election to Sell there under recorded on AS SHOWN BELOW as Instrument No. AS SHOWN BELOW of said O cial Records.WILL SELL BY PUBLIC AUCTION TO THE HIGHEST BIDDER FOR CASH On 10/3/2024 at 10:00 AM, AT THE FRONT ENTRANCE TO CHICAGO TITLE COMPANY 2121 PALOMAR AIRPORT ROAD. CARLSBAD CA 92011(Payable at time of sale in lawful money of the United States, by cash, a cashier’s check drawn by a state or national bank, a check drawn by a state or
federal credit union, or a check drawn by a state or federal savings and loan association, savings association, or savings bank), all right, title and interest conveyed to and now held by it under said Deed of Trust in the property situated in said County and State hereinafter described as more fully described on said Deed of Trust. The property heretofore described is being sold “as is”. The street address and other common designation, if any, of the real property described above is purported to be: 6400 SURFSIDE LANE, CARLSBAD, CA, 92009 TS#, CUSTOMER REF#, ICN#, Unit/Interval/Week, APN#, Trustors, Bene ciary, DOT Dated, DOT Recorded, DOT Instrument No., NOD Recorded, NOD Instrument No., Estimated Sales Amount109177 B0556405C MCS11002BO 110 ODD 02 214-010-94-00 BRITTANY JANAE BROWN A SINGLE WOMAN AS HER SOLE AND SEPARATE PROPERTY GRAND PACIFIC CARLSBAD LP. A CALIFORNIA LIMITED PARTNERSHIP 04/28/2023 05/11/2023 2023-0123011 6/6/2024 2024-0142425 $15436.71 109179 B0537125C MCS32634AZ 326 EVERY 34 214-010-94-00 AUKUSITINO IOSEFO FELISE A SINGLE MAN AND ANDREA-JILL PAYURAN A SINGLE WOMAN AS JOINT TENANTS GRAND PACIFIC CARLSBAD LP. A CALIFORNIA LIMITED PARTNERSHIP 08/25/2021 09/09/2021 2021-0637789 6/6/2024 2024-0142425 $47466.88 109180 B0553415H MCS13135DZ 131 EVERY 35 214-010-94-00 PATRYCJA GRADZIUK A MARRIED WOMAN AS HER SOLE AND SEPARATE PROPERTY GRAND PACIFIC CARLSBAD LP. A CALIFORNIA LIMITED PARTNERSHIP 02/18/2023 03/23/2023 2023-0074697 6/6/2024 2024-0142425 $35897.54 109181 B0539495P MCS10306CZ 103 EVERY 06 214-010-94-00 LISA MACKENZIE A SINGLE WOMAN AS HER SOLE AND SEPARATE PROPERTY GRAND PACIFIC CARLSBAD LP. A CALIFORNIA LIMITED PARTNERSHIP 12/15/2021 12/29/2021 2021-0871034 6/6/2024 2024-0142425 $22756.60 109182 B0558635S
MCS30905CZ 309 EVERY 05 214-010-94-00 DEIDRA M. TUTMAN A SINGLE WOMAN AS HER SOLE AND SEPARATE PROPERTY GRAND PACIFIC CARLSBAD LP. A CALIFORNIA LIMITED PARTNERSHIP 06/26/2023 07/13/2023 2023-0182298 6/6/2024 2024-0142425 $27693.27 109183 B0548455H MCS10625AZ 106 EVERY 25 214-010-94-00 JAIE VALDIVIA A SINGLE WOMAN AS HER SOLE AND SEPARATE PROPERTY GRAND PACIFIC CARLSBAD LP. A CALIFORNIA LIMITED PARTNERSHIP 11/19/2022 12/08/2022 2022-0462233 6/6/2024 2024-0142425 $35783.77 109184 B0554825P MCS11544CO 115 ODD 44 214-010-94-00 DONOVAN PATRICK WOLBER-VIGIL AND SHANAE RAE OSNESS HUSBAND AND WIFE AS JOINT TENANTS GRAND PACIFIC CARLSBAD LP. A CALIFORNIA LIMITED PARTNERSHIP 03/26/2023 04/13/2023 2023-0096277 6/6/2024 2024-0142425 $16345.07 109185 B0548275H MCS10831DO 108 ODD 31 214-010-94-00 ANNE-MARIE YOCOM-GRILL AND FRANCIS P. GRILL WIFE AND HUSBAND AS JOINT TENANTS GRAND PACIFIC CARLSBAD LP. A CALIFORNIA LIMITED PARTNERSHIP 11/22/2022 12/08/2022 2022-0462235 6/6/2024 2024-0142425 $22773.29The undersigned Trustee disclaims any liability for any incorrectness of the street address and other common designation, if any, shown herein. Said sale will be made, but without covenant or warranty, expressed or implied, regarding title, possession, or encumbrances, to pay the remaining principal sum of the note(s) secured by said Deed of Trust, with interest thereon, as provided in said note(s), advances, if any, under the terms of the Deed of Trust, estimated fees, charges and expenses of the Trustee and of the trusts created by said Deed of Trust, to-wit is estimated at AS SHOWN ABOVE Accrued interest and additional advances, if any, may increase this gure prior to sale. The bene ciary under said Deed of Trust heretofore executed and delivered to the undersigned a
written Declaration of Default and Demand for Sale, and a written Notice of Default and Election to Sell. The undersigned caused said Notice of Default and Election to Sell to be recorded in the county where the real property is located and more than three months have elapsed since such recordation. NOTICE TO POTENTIAL BIDDERS: If you are considering bidding on this property lien, you should understand that there are risks involved in bidding at a trustee auction. You will be bidding on a lien, not on the property itself. Placing the highest bid at a trustee auction does not automatically entitle you to free and clear ownership of the property. You should also be aware that the lien being auctioned o may be a junior lien. If you are the highest bidder at the auction, you are or may be responsible for paying o all liens senior to the lien being auctioned o , before you can receive clear title to the property. You are encouraged to investigate the existence, priority, and size of outstanding liens that may exist on this property by contacting the county recorder’s o ce or a title insurance company, either of which may charge you a fee for this information. If you consult either of these resources, you should be aware that the same lender may hold more than one mortgage or deed of trust on the property. NOTICE TO PROPERTY OWNER: The sale date shown on this notice of sale may be postponed one or more times by the mortgagee, bene ciary, trustee, or a court, pursuant to Section 2924g of the California Civil Code. The law requires that information about trustee sale postponements be made available to you and to the public, as a courtesy to those not present at the sale. If you wish to learn whether your sale date has been postponed, and, if applicable, the rescheduled time and date for the sale of this property, you may call the number shown below in BOLD, using the REF number assigned to this case on SHOWN ABOVE. Information about postponements that are very short in duration or that occur close in time to the scheduled sale may not immediately be re ected in the telephone information or on the Internet Web site. The best way to verify
postponement information is to attend the scheduled sale. Said sale will be made, but without covenant or warranty, expressed or implied, regarding title, possession, or encumbrances, to pay the remaining principal sum of the note(s) secured by said Deed of Trust, with interest thereon, as provided in said note(s), advances, if any, under the terms of the Deed of Trust. The total amount of the unpaid balance of the obligation secured by the property to be sold and reasonable estimated fees, charges and expenses of the Trustee and of the trusts created by said Deed of Trust.IN ORDER TO BRING YOUR ACCOUNT CURRENT, PLEASE CONTACT ADVANCED FINANCIAL COMPANY AT PHONE NO. 800-234-6222 EXT 189DATE: 9/10/2024 CHICAGO TITLE COMPANY, AS TRUSTEE 2121 PALOMAR AIRPORT ROAD, SUITE 330B CARLSBAD, CA 92011 PHONE NO. (858) 207-0646 BY LORI R. FLEMINGS, as Authorized Signor 09/13/2024, 09/20/2024, 09/27/2024 CN 29476
T.S. No.: 2024-00200-CA A.P.N.: 172-180-29-00Property Address: 2225 ELEVADO RD, VISTA, CA 92084NOTICE OF TRUSTEE’S SALEPURSUANT TO CIVIL CODE § 2923.3(a) and (d), THE SUMMARY OF INFORMATION REFERRED TO BELOW IS NOT ATTACHED TO THE RECORDED COPY OF THIS DOCUMENT BUT ONLY TO THE COPIES PROVIDED TO THE TRUSTOR.NOTE: THERE IS A SUMMARY OF THE INFORMATION IN THIS DOCUMENT ATTACHED本文件包含一个信息摘要참고사항: 본 첨부 문서에 정보 요약서가 있습니다
NOTA: SE ADJUNTA UN RESUMEN DE LA
INFORMACIÓN DE ESTE
DOCUMENTO
TALA: MAYROONG BUOD
NG IMPORMASYON SA DOKUMENTONG ITO NA
NAKALAKIPLƯU Ý: KÈM THEO ĐÂY LÀ BẢN TRÌNH BÀY TÓM LƯỢC VỀ THÔNG TIN TRONG TÀI LIỆU
NÀYIMPORTANT NOTICE TO PROPERTY OWNER:YOU ARE IN DEFAULT UNDER A DEED OF TRUST DATED 02/23/2005. UNLESS YOU TAKE ACTION TO PROTECT YOUR PROPERTY, IT MAY BE SOLD AT A PUBLIC SALE. IF YOU NEED AN EXPLANATION OF THE NATURE OF THE PROCEEDING AGAINST YOU, YOU SHOULD CONTACT A LAWYER.Trustor: CHERIE CARTER, A MARRIED WOMAN AS HER SOLE AND SEPARATE PROPERTYDuly Appointed Trustee: Western Progressive, LLCDeed of Trust Recorded 03/01/2005 as Instrument No. 2005-0164036 in book ---, page--- and of O cial Records in the o ce of the Recorder of San Diego County, California, Date of Sale: 10/21/2024 at 10:30 AMPlace of Sale: AT THE ENTRANCE TO THE EAST COUNTY REGIONAL CENTER BY THE STATUE, 250 E. MAIN STREET, EL CAJON, CA 92020Estimated amount of unpaid balance, reasonably estimated costs and other charges: $ 945,873.06NOTICE OF TRUSTEE’S SALETHE TRUSTEE WILL SELL AT PUBLIC AUCTION TO HIGHEST BIDDER FOR CASH, CASHIER’S CHECK DRAWN ON A STATE OR NATIONAL BANK, A CHECK DRAWN BY A STATE OR FEDERAL CREDIT UNION, OR A CHECK DRAWN BY A STATE OR FEDERAL SAVINGS AND LOAN ASSOCIATION, A SAVINGS ASSOCIATION OR SAVINGS BANK SPECIFIED IN SECTION 5102 OF THE FINANCIAL CODE AND AUTHORIZED TO DO BUSINESS IN THIS STATE:All right, title, and interest conveyed to and now held by the trustee in the hereinafter described property under and pursuant to a Deed of Trust described as:More fully described in said Deed of Trust.Street Address or other common designation of real property: 2225 ELEVADO RD, VISTA, CA 92084 A.P.N.: 172-180-29-00The undersigned Trustee disclaims any liability for any
incorrectness of the street address or other common designation, if any, shown above.The sale will be made, but without covenant or warranty, expressed or implied, regarding title, possession, or encumbrances, to pay the remaining principal sum of the note(s) secured by the Deed of Trust with interest thereon, as provided in said note(s), advances, under the terms of said Deed of Trust, fees, charges and expenses of the Trustee and of the trusts created by said Deed of Trust. The total amount of the unpaid balance of the obligation secured by the property to be sold and reasonable estimated costs, expenses and advances at the time of the initial publication of the Notice of Sale is: $ 945,873.06.Note: Because the Bene ciary reserves the right to bid less than the total debt owed, it is possible that at the time of the sale the opening bid may be less than the total debt.If the Trustee is unable to convey title for any reason, the successful bidder’s sole and exclusive remedy shall be the return of monies paid to the Trustee, and the successful bidder shall have no further recourse.The bene ciary of the Deed of Trust has executed and delivered to the undersigned a written request to commence foreclosure, and the undersigned caused a Notice of Default and Election to Sell to be recorded in the county where the real property is located. NOTICE OF TRUSTEE’S SALENOTICE TO POTENTIAL BIDDERS: If you are considering bidding on this property lien, you should understand that there are risks involved in bidding at a trustee auction. You will be bidding on a lien, not on the property itself. Placing the highest bid at a trustee auction does not automatically entitle you to free and clear ownership of the property. You should also be aware that the lien being auctioned o may be a junior lien. If you are the highest bidder at the auction, you are or may be responsible for paying o all liens senior to the lien being auctioned o , before you can receive clear title to the property. You are encouraged to investigate the existence, priority, and size of outstanding liens that may exist on this property by contacting the county recorder’s o ce or a title insurance company, either of which may charge you a fee for this information. If you consult either of these resources, you should be aware that the same lender may hold more than one mortgage or deed of trust on this property.NOTICE TO PROPERTY OWNER: The sale date shown on this notice of sale may be postponed one or more times by the mortgagee, bene ciary, trustee, or a court, pursuant to Section 2924g of the California Civil Code. The law requires that information about trustee sale postponements be made available to you and to the public, as a courtesy to those not present at the sale. If you wish to learn whether your sale date has been postponed, and, if applicable, the rescheduled time and date for the sale of this property, you may call (866)-960-8299 or visit this Internet Web site https://www.altisource.com/LoginPage.aspx using the le number assigned to this case 2024-00200-CA. Information about postponements that are very short in duration or that occur close in time to the scheduled sale may not immediately be re ected in the telephone information or on the Internet Web site. The best way to verify postponement information is to attend the scheduled sale.
LEGALS LEGALS LEGALS LEGALS LEGALS LEGALS LEGALS
CITY OF CARLSBAD
NOTICE OF PUBLIC MEETING
DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM FUNDS
NOTICE IS HEREBY GIVEN that the Housing Commission of the City of Carlsbad will hold a public meeting at the Council Chambers, 1200 Carlsbad Village Drive, Carlsbad, California, at 5:30 p.m. on Thursday, October 10, 2024, to discuss and obtain comments on the recom-mended FY 2025-30 Consolidated Plan priorities for the city’s Community Development Block Grant (CDBG) program.
The CDBG program is funded by the U.S. Department of Housing and Urban Development (HUD). To receive the funds on an annual basis, the City must complete a ve-year plan, called a Consolidated Plan. The purpose of the Consolidated Plan is to identify the city’s housing and community development needs, establish priorities, identify other funding sources that may be utilized to leverage CDBG funds, and nally arrive at an Annual Action Plan that the city will complete each year during the ve-year period. The priorities identi ed in the Consolidated Plan will direct the allocation of funds for the FY 2025-26 Annual Action Plan, which is the rst Annual Action Plan in the FY 2025-30 Consolidated Plan. For FY 2025-26, the City of Carlsbad anticipates an annual entitlement grant of $550,741.
Those persons wishing to speak are cordially invited to attend the public meeting. Copies of the sta report will be available by Monday, October 7, 2024 by 5:30 p.m. on the city’s website: https://www.carlsbadca.gov/city-hall/meetings-agendas/boards-commissions/housing-com-mission. The meeting can be viewed online at https://www.carlsbadca.gov/city-hall/meet-ings-agendas.
In addition, written comments may be submitted to the Housing & Homeless Services Depart-ment at or prior to the meeting via U.S. Mail to the attention of Housing & Homeless Services Department, 1200 Carlsbad Village Drive, Carlsbad, CA 92008, or via email to housing@carls-badca.gov. The meeting with commence at 5:30 p.m. or as soon thereafter as the matter can be heard. For questions or more information, please contact Erin Peak, Program Manager at erin.peak@carlsbadca.gov or at (442) 339-2043. CITY OF CARLSBADHOUSING COMMISSION
PUBLISH: Friday, Sept. 27, 2024
09/27/2024 CN 29521
The Board of Trustees of the MiraCosta Community College District is seeking quali ed, inter-ested individuals to serve on a committee of community leaders who will operate as the Inde-pendent Citizens’ Bond Oversight Committee (ICBOC) for the implementation of the District’s Measure MM college facilities bond program.
On November 8, 2016, voters residing within the MiraCosta Community College District passed Measure MM, a $455,000,000 bond measure that authorizes funding for needed repairs, up-grades, and new construction projects at MiraCosta College. Proposition 39 required a 55 per-cent supermajority for approval. Measure MM was passed by 62.39 percent.
After a bond authorized under Proposition 39 was passed, California law requires the MiraCos-ta Community College District Board of Trustees to appoint an Independent Citizens’ Bond Oversight Committee to work with the District. The purpose of the Independent Citizens’ Bond Oversight Committee is to (1) inform the public about the expenditure of bond revenues, (2) review and report on the proper expenditure of taxpayers’ money for school construction, and (3) advise the public as to the MiraCosta Community College District’s compliance with Propo-sition 39 requirements as contained in the California Constitution.
All appointments will be made by the Board of Trustees from applications submitted to the District. The committee consists of seven (7) members appointed by the Board from a list of candidates submitting written applications, and based on criteria established by Prop 39. The District is seeking applications to ful ll a two-year role for the following positions:
• One (1) Community Representative At Large • One (1) Senior Citizens’ Representative
If you wish to serve on this important committee, please review the committee Bylaws at miracosta.edu/icboc for more information about the committee’s role and responsibilities and complete the application.
Completed applications should be received by 4 p.m. no later than September 30, 2024, to Mel-anie Haynie, Administrative Services, MiraCosta Community College District, 1 Barnard Drive, Oceanside, CA 92056 or via email at mhaynie@miracosta.edu.
If you have any questions, please call MiraCosta Community College District at 760.795.6648.
08/09, 08/16, 08/23, 08/30, 09/06, 09/13, 09/20, 09/27/2024 CN 29292
Coast News legals
continued from
page 13
March 25, 2025 Item #12 Page 227 of 578
Sept. 6, 2024 The CoasT News 13
creditor. To the extent that your obligation has been discharged by a bankruptcy court or is subject to an automatic stay of bankruptcy, this notice is for informational purposes only and does not constitute a demand for payment or any attempt to collect such obligation. EPP 40941 Pub Dates 08/30, 09/06, 09/13/2024 CN 29364
NOTICE OF TRUSTEE’S SALE T.S. No. 24-01087-QQ-CA Title No. 240214032-CA-VOI A.P.N. 149-170-31-00 YOU ARE IN DEFAULT UNDER A DEED OF TRUST DATED 01/07/2021. UNLESS YOU TAKE ACTION TO PROTECT YOUR PROPERTY, IT MAY BE SOLD AT A PUBLIC SALE. IF YOU NEED AN EXPLANATION OF THE NATURE OF THE PROCEEDING AGAINST YOU, YOU SHOULD CONTACT A LAWYER. A public auction sale to the highest bidder for cash, (cashier’s check(s) must be made payable to National Default Servicing Corporation), drawn on a state or national bank, a check drawn by a state or federal credit union, or a check drawn by a state or federal savings and loan association, savings association, or savings bank speci ed in Section 5102 of the Financial Code and authorized to do business in this state; will be held by the duly appointed trustee as shown below, of all right, title, and interest conveyed to and now held by the trustee in the hereinafter described property under and pursuant to a Deed of Trust described below. The sale will be made in an “as is” condition, but without covenant or warranty, expressed or implied, regarding title, possession, or encumbrances, to pay the remaining principal sum of the note(s) secured by the Deed of Trust, with interest and late charges thereon, as provided in the note(s), advances, under the terms of the Deed of Trust, interest thereon, fees, charges and expenses of the Trustee for the total amount (at the time of the initial publication of the Notice of Sale) reasonably estimated to be set forth below. The amount may be greater on the day of sale. Trustor: James A. Leas and Stacy J. Leas, husband and wife Duly Appointed Trustee: National Default Servicing Corporation Recorded 10/29/2021 as Instrument No. 2021-0755020 (or Book, Page) of the O cial Records of San Diego County, California. Date of Sale: : 09/20/2024 at 9:00 AM Place of Sale: Entrance of the East County Regional Center, East County Regional Center, 250 E. Main Street, El Cajon, CA 92020 Estimated amount of unpaid balance and other charges: $271,634.07 Street Address or other common designation of real property: 2878 Corto St, Oceanside, CA 92054-4519 A.P.N.: 149-170-31-00 The undersignedTrustee disclaims any liabilityfor any incorrectness of thestreet address or other common designation, if any, shownabove. If no street address orother common designationis shown, directions to thelocation of the property may be obtained by sending a writtenrequest to the bene ciarywithin 10 days of the date of rst publication of this Noticeof Sale. If the Trustee is unable to convey title for any reason, the successful bidder’s sole and exclusive remedy shall be the return of monies paid to the Trustee, and the successful bidder shall have no further recourse. The requirements of California Civil Code Section 2923.5(b)/2923.55(c) were ful lled when the Notice of Default was recorded. NOTICE TO POTENTIAL BIDDERS: If you are considering bidding
on this property lien, you should understand that there are risks involved in bidding at a trustee auction. You will be bidding on a lien, not on the property itself. Placing the highest bid at a trustee auction does not automatically entitle you to free and clear ownership of the property. You should also be aware that the lien being auctioned o may
be a junior lien. If you are the highest bidder at the auction, you are or may be responsible for paying o all liens senior to the lien being auctioned o , before you can receive clear title to the property. You are encouraged to investigate the existence, priority, and size of outstanding liens that may exist on this property by contacting the county recorder’s o ce
or a title insurance company, either of which may charge you a fee for this information. If you consult either of these resources, you should be aware that the same lender may hold more than one mortgage or deed of trust on the property. NOTICE TO PROPERTY OWNER: The sale date shown on this notice of sale may be postponed one or more times
by the mortgagee, bene ciary, trustee, or a court, pursuant to Section 2924g of the California Civil Code. The law requires that information about trustee sale postponements be made
available to you and to the public, as a courtesy to those not present at the sale. If you wish to learn whether your sale date has been postponed, and, if applicable, the rescheduled
LEGALS LEGALS LEGALS LEGALS LEGALS LEGALS LEGALS
CITY OF ENCINITASDEVELOPMENT SERVICES DEPARTMENT505 SOUTH VULCAN AVENUEENCINITAS, CA 92024
DRAFT MOBILITY ELEMENT UPDATE AND NOTICE OF AVAILABILITY OF A DRAFT ENVIRONMENTAL IMPACT REPORT
PUBLIC REVIEW AND COMMENT PERIOD:September 6, 2024 to October 21, 2024
NOTICE IS HEREBY GIVEN that a 45-day public review and comment period has been established pursuant to the California Environmental Quality Act (CEQA) for a Draft Envi-ronmental Impact Report (EIR) which has been prepared for the proposed project as iden-ti ed below, pursuant to CEQA Guidelines Section 15087.
PROJECT NAME: City of Encinitas Mobility Element Update (MEU)CASE NUMBER: PLCY-007022-2024 (CA State Clearinghouse No. #2022080705)APPLICANT: City of EncinitasSTAFF CONTACT: Evan Jedynak, Senior Mobility Planner, ejedynak@encinitasca.gov
LOCATION: The Mobility Element Update encompasses the City of Encinitas, which is in northern San Diego County, approximately 25 miles north of the City of San Diego. Encini-tas comprises approximately 20 square miles and is considered almost fully developed. The City is bordered by the City of Carlsbad to the north, the City of Solana Beach to the south, unincorporated San Diego County to the east, and the Paci c Ocean to the west. Interstate 5 and Coast Highway 101 both cut north-south through the western half of Encinitas.
DESCRIPTION: The City is updating the existing Circulation Element (referred to as the Mobility Element) of its General Plan to set a long-term vision for regional mobility by establishing goals, multimodal networks, and supporting policies. The Project would ac-commodate future growth by providing a long-term blueprint that guides transportation decision making, plans for diverse modes, and provides mobility options including pedes-trian, bicycle, and vehicular travel in an organized and planned manner. The MEU envi-sions future mobility improvements, and includes updated goals, policies, and multimodal networks. To supplement the MEU, the Mobility Analysis Guidelines is the accompanying implementation document which provides detailed speci cations, requirements, and meth-odologies. The MEU revises the City’s existing Circulation Element policies to account for changes made to state law and best practices to create a single cohesive mobility framework. The MEU would also include changes to the City’s roadway classi cations to better accom-modate all modes of travel.
ENVIRONMENTAL STATUS: The Draft EIR concludes that the Project would not result in signi cant environmental impacts from implementation of the Project, and no mitigation measures are required. The City will consider the CEQA Findings of Fact and whether to adopt the Project and certify the EIR.
PUBLIC REVIEW AND COMMENT PERIOD: A 45-day public review and comment period has been established from September 6, 2024 to October 21, 2024. All written comments on the Draft EIR should be clearly itemized and focus on the su ciency of the document in identifying and analyzing the possible impacts on the environment. Written comments must be submitted by 5:00 p.m. on October 21, 2024 to: Evan Jedynak, Senior Mobility Planner, Development Services Department, City of Encinitas, 505 S. Vulcan Ave-nue, Encinitas, CA 92024 or via email at ejedynak@encinitasca.gov.
During the public review period, the Draft EIR will be available for review on the City’s website at https://www.encinitasca.gov/government/public-notices/development-services under “Environmental Notices” and at the Planning Division of the Development Services Department, City of Encinitas, 505 S. Vulcan Avenue, Encinitas, CA 92024. The Draft EIR, supporting documents, and project application may be reviewed or purchased for the cost of reproduction at the Development Services Department. After the close of the 45-day public review and comment period, responses to public comments will be prepared and included within the Final EIR. The City of Encinitas Planning Commission and City Council will uti-lize the Final EIR as an informational resource in consideration of the project.
ADDITIONAL INFORMATION: For environmental review information, please contact Evan Jedynak, Senior Mobility Planner, at (760) 633-2686 or ejedynak@encinitasca.gov.
09/06/2024 CN 29433
CITY OF ENCINITASPUBLIC NOTICE OF ORDINANCE ADOPTIONORDINANCE NO. 2024-09
NOTICE IS HEREBY GIVEN that the City Council of the
City of Encinitas has adopted Ordinance No. 2024-09 titled
“An Ordinance of the City Council of the City of Encinitas,
California, Amending Encinitas Municipal Code Chapter
2.12 Con ict of Interest Code, Section 2.12.060(C) Desig-
nated City Positions.” Sta has reviewed the City’s Con ict
of Interest Code, including the list of designated employees
and determined that amendments are necessary. The chang-
es recommended in draft Ordinance 2024-09 are based on
organizational changes that were not included in the prior
code update and organizational changes included in the ad-
opted FY 2024-25 Operating Budget. Ordinance 2024-09
was introduced at the Regular City Council meeting held on
August 14, 2024, and adopted at the Regular City Council
meeting held on August 28, 2024, by the following vote:
AYES: Blackwell, Ehlers, Kranz, Lyndes; NAYS: None; AB-
STAIN: None. ABSENT: Hinze. The Ordinance is on le
in the o ce of the City Clerk, 505 South Vulcan Avenue and
may be viewed between the hours of 8:00 a.m. and 5:00 p.m.
In compliance with the Americans with Disabilities Act/Sec-
tion 504 Rehabilitation Act of 1973 and Title VI, this agency
is an equal opportunity public entity and does not discrimi-
nate on the basis of race, color, ethnic origin, national origin,
sex, religion, veteran status or physical or mental disability in
employment or the provision of service. /Kathy Hollywood,
City Clerk
09/06/2024 CN 29416
CITY OF SAN MARCOS
PUBLIC NOTICE
Notice of Public Hearing and 2023 Draft Consolidated Annual Performance and Evaluation Report (CAPER) 15-Day Public Review and Comment PeriodCity of San Marcos
NOTICE IS HEREBY GIVEN that the City of San Marcos has completed a draft of the Program Year 2023 Consolidated Annual Performance and Evaluation Report (CAPER) and is making it available for public review and comment for 15 days – September 10, 2024, through September 24, 2024. The CAPER describes how the City’s Community Develop-ment Block Grant funds were expended from July 1, 2023, to June 30, 2024, to carry out activities outlined in the City’s 2023 Annual Action Plan.
All written comments received will be included in the nal CAPER submitted to HUD along with the City’s responses. The draft report will be available online at https://www.san-mar-cos.net/departments/neighborhood-programs/community-development-block-grant. Printed copies will also be available for public review in the City Clerk o ce at 1 Civic Center Drive, San Marcos CA 92069.
Written comments may be submitted to Housing & Neighborhood Services by email to neighborhoodservices@san-marcos.net or in writing to City of San Marcos, Attn: Hous-ing & Neighborhood Services, 1 Civic Center Drive, San Marcos CA 92069. Please include “CAPER” in the subject line. For consideration, comments must be received no later than September 24, 2024.
A public hearing will be held on September 24, 2024, at 6:00 PM in the Council Chambers, located at 1 Civic Center Drive, San Marcos CA to gather input on the proposed CAPER. The meeting agenda and sta report will be posted 72 hours before the meeting on the City’s website. The Council Chambers is accessible to persons with disabilities; however, it you require special accommodations, translation, or interpretation services, please contact the City Clerk’s department at (760) 744-1050 at least 72 hours prior to the hearing date.
09/06/2024 CN 29422
CITY OF CARLSBADNOTICE FOR PUBLIC REVIEW AND SOLICITATION OF COMMENTS
NOTICE IS HEREBY GIVEN, the City of Carlsbad is accepting public comments on the draft FY 2023-2024 Consolidated Annual Performance Evaluation Report (CAPER) prior to the submission to the U.S. Department of Housing and Urban Development (HUD). The CAPER summarizes the expenditure of funds and accomplishments for activities funded under the Community Development Block Grant (CDBG) program during the FY 2023-24 program year (July 1, 2023 – June 30, 2024).
The CDBG program is funded by HUD and is intended to nance projects/services that provide direct bene t to lower income residents. Resident participation is critical to the success of the Carlsbad CDBG program. Therefore, the city invites all community members to consider the needs of lower income people within Carlsbad and to provide comments on the draft CAPER.
The draft CAPER is available for public comment and review during a 15-day period, from Sept. 6, 2024 – Sept. 20, 2024. The purpose of the review period is to provide the public an opportunity to comment on the expenditures of CDBG funds for HUD-eligible activities. The draft CAPER can be found on the City’s website at www.carlsbadca.gov/city-hall/grants-as-sistance/cdbg or at the Housing & Homeless Services Department at 1200 Carlsbad Village Drive, Carlsbad, CA 92008. Written comments can be addressed to: Nicole Piano-Jones, Se-nior Program Manager by email at nicole.pianojones@carlsbadca.gov or by mail to: Housing & Homeless Services Department, 1200 Carlsbad Village Drive, Carlsbad, CA 92008.
For questions or more information, please contact Nicole Piano-Jones, Program Manager at nicole.pianojones@carlsbadca.gov or at (442) 339-2191.
PUBLISH DATE: September 6, 2024
CITY OF CARLSBAD
09/06/2024 CN 29429
Coast News legals
continued on
page 24
March 25, 2025 Item #12 Page 228 of 578
March 25, 2025 Item #12 Page 229 of 578
Appendix G – Public Comments
March 25, 2025 Item #12 Page 230 of 578
HOUSING COMMISSION
Minutes
Oct. 10, 2024, 5:30 p.m.
CALL TO ORDER: 5:30 p.m.
ROLL CALL: Ydigoras, Horton, Chang, Collins.
Absent: Berger.
ANNOUNCEMENT OF CONCURRENT MEETINGS: None.
PLEDGE OF ALLEGIANCE: Chair Collins led the Pledge of Allegiance.
APPROVAL OF MINUTES:
Minutes of the Regular Meeting held on July 11, 2024
Council Chamber
1200 Carlsbad Village Drive
Carlsbad, CA 92008
Motion by Vice-Chair Chang, seconded by Chair Collins, to approve the minutes as presented.
Motion carried, 4/0/1 (Berger -Absent).
PRESENTATIONS: None.
PUBLIC COMMENT: None.
CONSENT CALENDAR: None.
PUBLIC HEARING: None.
DEPARTMENTAL REPORTS:
1. COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM FISCAL YEAR 2025-2030
CONSOLIDATED PLAN PRIORITIES DRAFT-(Staff contact: Christian Gutierrez, Housing &
Homeless Services Department)
Recommended Action: Adopt the resolution.
Dominique Clark and Cindy Blot of RSG, Inc., reviewed a PowerPoint presentation (on file with
the office of the City Clerk).
Commissioners asked questions, staff and consultants responded.
Motion by Chair Collins, seconded by Vice-Chair Chang, to adopt the resolution. Resolution
No. 2024-006 carried, 4/0/1 (Berger -Absent).
COMMISSION COMMENTARY AND REQUESTS FOR CONSIDERATION OF MATTERS: Vice-Chair
Chang asked for information on the Carlsbad Village (Smart & Final area) mixed use project.
Director Mills provided an update.
March 25, 2025 Item #12 Page 231 of 578
Oct. 10, 2024 Housing Commission Regular Meeting Page 2
Commissioner Ydigoras noted that in 2022, the Housing Commission brought up the smoke-free
multiunit housing policy, which was approved by the City Council this year.
Chair Collins expressed appreciation for the update on the Smart & Final area development.
ANNOUNCEMENTS: Director Mills reminded the Commissioners of the upcoming Boards &
Commission Members Appreciation dinner, and the Housing Commission meeting time change
to 4:00 p.m. in November.
STAFF COMMENTS: None.
ADJOURNMENT: 6:07 p.m.
Leah Sorensen
Administrative Secretary
March 25, 2025 Item #12 Page 232 of 578
Council Chamber
1200 Carlsbad Village Drive
Carlsbad, CA 92008
CALL TO ORDER: 5 p.m.
ROLL CALL: Blackburn, Bhat-Patel, Acosta, Burkholder, Luna.
ANNOUNCEMENT OF CONCURRENT MEETINGS: Mayor Blackburn announced that the City
Council will serve as the Carlsbad Municipal Water District Board of Directors on Consent
Calendar Item No. 5 and on Departmental and City Manager Report Item No. 13.
PLEDGE OF ALLEGIANCE: Council Member Luna led the Pledge of Allegiance.
APPROVAL OF MINUTES: None.
PRESENTATIONS:
Proclamation in Recognition of Habitat Management Plan 20th Anniversary
Council Member Burkholder presented the proclamation to Senior Program Manager Roseanne
Humphrey who said a few words.
PUBLIC REPORT OF ANY ACTION TAKEN IN CLOSED SESSION: City Attorney Cindie McMahon
announced that there was no reportable action.
PUBLIC COMMENT:
Kathy Leonhard thanked the City Council and Mike Strong for their service and upholding
Carlsbad’s motto.
Mary Lucid spoke regarding kindness towards seniors.
Delores Welty spoke regarding the bluff failure at Batiquitos in Leucadia.
CONSENT CALENDAR:
Motion by Mayor Pro Tem Bhat-Patel, seconded by Council Member Acosta, to approve Consent
Calendar Item Nos. 1 and 3 through 5. Motion carried unanimously, 5/0.
1.CITY MANAGER EMPLOYMENT AGREEMENT – Adoption of Resolution No. 2024-251
approving the Amended and Restated City Manager Employment Agreement with Scott
Chadwick and a corresponding amendment to the Appointed Officials’ Salary Range Schedule.
(Staff contact: Judy von Kalinowski, Administrative Services)
Mary Lucid expressed her support for the City Manager spending one week per year in
Carlsbad.
Nov. 19, 2024, 5 p.m.
CITY COUNCIL Minutes
March 25, 2025 Item #12 Page 233 of 578
Nov. 19, 2024 Carlsbad City Council Regular Meeting Page 2
This item was pulled for discussion by Council Member Luna.
2.AGREEMENT WITH SAN DIEGO GAS & ELECTRIC TO PROVIDE, INSTALL AND MAINTAIN
ELECTRIC VEHICLE CHARGING STATION INFRASTRUCTURE AT VETERANS MEMORIAL PARK,
CIP PROJECT NO. 4609 – Adoption of a resolution authorizing execution of an application and
agreement with San Diego Gas & Electric to provide, install, and maintain electric vehicle
charging station infrastructure as part of the Veterans Memorial Park Project. (Staff contact:
Nick Stupin, Community Services)
3.AMENDMENT NO. 1 TO THE AGREEMENT WITH ENGINEERING SYSTEMS INC. FOR THE
STORM-RELATED LOCAL EMERGENCY FOR REPAIR OF THE SLOPE BETWEEN EL CAMINO REAL
AND TRIESTE DRIVE – Adoption of Resolution No. 2024-253 authorizing the City Manager or
designee to ratify Amendment No. 1 to the agreement with Engineering Systems Inc. for the
storm-related local emergency repair of the slope between El Camino Real and Trieste Drive.
(Staff contact: Hossein Ajideh and Jason Evans, Public Works)
4.ADVERTISE FOR BIDS FOR THE BEACH ACCESS REPAIR AND UPGRADES FROM PINE AVENUE
TO TAMARACK AVENUE PROJECT AND AUTHORIZING THE EXECUTION OF RIGHT OF ENTRY
PERMIT FROM THE CALIFORNIA DEPARTMENT OF PARKS AND RECREATION FOR ITS
CONSTRUCTION, CIP PROJECT NO. 3896 – 1) Adoption of Resolution No. 2024-254 approving
the plans, specifications and contract documents and authorizing the City Clerk to advertise
for bids for the Beach Access Repair and Upgrades from Pine Avenue to Tamarack Avenue
Project; and
2)Adoption of Resolution No. 2024-255 authorizing the execution of the right of entry permit
with the State of California Department of Parks and Recreation to construct the Beach
Access Repair and Upgrades from Pine Avenue to Tamarack Avenue Project. (Staff contact:
Eric Zielke and Tom Frank, Public Works)
5.ADVERTISE FOR BIDS FOR THE B-TAP RESERVOIR IMPROVEMENTS PROJECT, CIP PROJECT NO.
5024-6 Adoption of Carlsbad Municipal Water District Board of Directors Resolution No. 1752
approving the plans, specifications and contract documents and authorizing the Secretary to
the Board of Directors to advertise for bids for the B-TAP Reservoir Improvements Project.
(Staff contact: Dave Padilla and Markus Mohrle, Public Works)
CONSENT CALENDAR ITEM PULLED FOR DISCUSSION:
This item was pulled for discussion by Council Member Luna.
2.AGREEMENT WITH SAN DIEGO GAS & ELECTRIC TO PROVIDE, INSTALL AND MAINTAIN
ELECTRIC VEHICLE CHARGING STATION INFRASTRUCTURE AT VETERANS MEMORIAL PARK,
CIP PROJECT NO. 4609 – Adoption of Resolution No. 2024-252 authorizing execution of an
application and agreement with San Diego Gas & Electric to provide, install, and maintain
electric vehicle charging station infrastructure as part of the Veterans Memorial Park Project.
(Staff contact: Nick Stupin, Community Services)
March 25, 2025 Item #12 Page 234 of 578
Nov. 19, 2024 Carlsbad City Council Regular Meeting Page 3
In response to Council Member Luna’s request, Park Planning Nick Stupin outlined the options
in the staff report.
Motion by Council Member Luna, seconded by Council Member Burkholder, to adopt
Resolution No. 2024-252. Motion carried unanimously, 5/0.
BOARD AND COMMISSION MEMBER APPOINTMENTS: None.
ORDINANCES FOR INTRODUCTION:
6.ORDINANCE MODIFYING CITY TREASURER EDUCATION ELIGIBILITY REQUIREMENTS –
Introduction of Ordinance No. CS-478 amending Title 2, Chapter 2.04, Section 2.04.040(C)(1)
of the Carlsbad Municipal Code relating to eligibility for the Office of City Treasurer. (Staff
contact: Sheila Cobian, City Manager)
City Manager’s Recommendation: Introduce Ordinance No. CS-478.
City Attorney Cindie McMahon and Legislative & Constituent Services Director Sheila Cobian
presented the report and reviewed a PowerPoint presentation (on file in the Office of the City
Clerk).
Motion by Mayor Pro Tem Bhat-Patel, seconded by Council Member Acosta, introducing
Ordinance No. CS-478. Motion carried unanimously, 5/0.
ORDINANCES FOR ADOPTION:
7.ORDINANCE NO. CS-477 AMENDING TITLE 2, CHAPTER 2.12 SECTION 2.12.010 OF THE
CARLSBAD MUNICIPAL CODE RELATING TO RESIDENCY REQUIREMENTS OF THE CITY
MANAGER – Adoption of Ordinance No. CS-477 amending Title 2, Chapter 2.12, Section
2.12.010 of the Carlsbad Municipal Code relating to residency requirements of the City
Manager. (Staff contact: Faviola Medina, City Clerk)
City Manager’s Recommendation: Adopt Ordinance No. CS-477.
Motion by Mayor Pro Tem Bhat-Patel, seconded by Council Member Acosta, adopting
Ordinance No. CS-477. Motion carried unanimously, 5/0.
PUBLIC HEARING:
8.COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM FISCAL YEARS 2025-2030 DRAFT
CONSOLIDATED PLAN PRIORITIES AND AUTHORIZATION TO RELEASE A NOTICE OF FUNDING
AVAILABILITY TO SOLICIT APPLICATIONS FOR GRANT-FUNDED PROJECTS FOR FISCAL YEAR
2025-26 – 1) Hold a public hearing; and
2) Adoption of Resolution No. 2024-256 approving the Fiscal Years 2025-2030 Draft
Community Development Block Grant (CDBG) Consolidated Plan priorities and authorizing
March 25, 2025 Item #12 Page 235 of 578
Nov. 19, 2024 Carlsbad City Council Regular Meeting Page 4
the release of a Notice of Funding availability for CDBG-funded projects for 2025-26. (Staff
contact: Christian Gutierrez, Community Services)
City Manager’s Recommendation: Take public input, close the public hearing and adopt the
resolution.
Housing Services Manager Christian Gutierrez and RSG Representative Dominique Clark
presented the report and reviewed a PowerPoint presentation (on file in the Office of the City
Clerk).
Mayor Blackburn opened the duly noticed public hearing at 5:31 p.m.
Seeing no one wishing to speak, Mayor Blackburn closed the duly noticed public hearing at
5:31 p.m.
Motion by Mayor Pro Tem Bhat-Patel, seconded by Council Member Acosta, to adopt
Resolution No. 2024-256. Motion carried unanimously, 5/0.
9.ADOPTION OF CODE REQUIREMENTS AND PERMIT REVIEW PROCEDURES FOR NEW OR
EXPANDED AIRPORT LAND USES – GPA2024-0001, ZCA2024-003, LCPA2024-0021, AND
OAJ2024-0001 (PUB2024-0008) – 1) Hold a public hearing; and
2) Adoption of Resolution No. 2024-257 adopting Addendum No. 2 to the Housing Element
Implementation and Public Safety Element Update Supplement Environmental Impact Report
(Case Name: Code Amendments for New and Expanded Airport Land Uses; Case No.;
EIA2024-0004 (PUB2024-0008)); and
3) Adoption of Resolution No. 2024-258 adopting amendments to the General Plan Land Use
and Community Design Element to specify and clarify code requirements and permit review
procedures for new and expanded airport land uses (Case Name: Code Amendments for New
and Expanded Airport Uses; Case No.: GPA2024-0001 (PUB2024-0008)); and
4) Introduction of Ordinance No. CS-479 adopting a Zone Code amendment and a Local
Coastal Program amendment to the zoning Ordinance (Title 21) of the Carlsbad Municipal
Code to specify and clarify code requirements and permit review procedures for new and
expanded airport land uses (Case Name: Code Amendments for New and Expanded Airport
Land Uses; Case Nos.: ZCA2024-0003 / LCPA2024-0021 (PUB2024-0008)); and
5) Adoption of Resolution No. 2024-259 adopting procedures to implement California Public
Utilities Code Section 21661.6 (Case Name: Code Amendments for New and Expanded Airport
Land Uses; Case No.: OAJ2024-0001 (PUB2024-0008)). (Staff contact: Mike Strong,
Community Services)
City Manager’s Recommendation: Take public input, close the public hearing and adopt the
resolution.
Assistant Director of Community Development Mike Strong and Senior Assistant City
Attorney Allegra Frost presented the report and reviewed a PowerPoint presentation (on file
March 25, 2025 Item #12 Page 236 of 578
Nov. 19, 2024 Carlsbad City Council Regular Meeting Page 5
in the Office of the City Clerk).
Mayor Blackburn opened the duly noticed public hearing at 5:39 p.m.
Mary Lucid thanked Citizens for a Friendly Airport for their hard work regarding the airport.
Hope Nelson expressed her appreciation for the City Council and staff’s hard work for
asserting local control at the Palomar airport.
Vickey Syage, representing a group consisting of Barbara Campbell, David Shin, Kathy
Bagwell, expressed her appreciation for the culmination of seven years of work.
Palomar Airport Advisory Committee Member Shirley Anderson expressed her appreciation
for city staff and the City Council.
County of San Diego Director of Airports Jamie Abbott requested the City Council take the
County’s position that the development of Palomar Airport is within the current authority of
the conditional use permit and federal preemption guidance from the FAA into their
consideration when approving the changes to the General Plan zoning ordinance and local
coastal program related to the current airport use and development.
Dominick Betro expressed his appreciation to the City Council and staff for their hard work on
the Palomar Airport matter.
Suzie Thorley spoke regarding a 45 year old County of San Diego report stating the City of
Carlsbad would have final authority for Palomar Airport expansion plans.
Michael Schertzer spoke in support of Citizens for a Friendly Airport for their work and
commented on the annexation document.
Palomar Airport Advisory Committee Member Howard Krausz spoke in support of the City of
Carlsbad controlling land use in and around Palomar Airport.
Seeing no one else wishing to speak, Mayor Blackburn closed the duly noticed public hearing
at 6:06 p.m.
Motion by Mayor Pro Tem Bhat-Patel, seconded by Council Member Luna, to adopt
Resolution Nos. 2024-257, 2024-258 and 2024-259, and to introduce Ordinance No. CS-479.
Motion carried unanimously, 5/0.
Mayor Blackburn called for a recess at 6:10 p.m.
March 25, 2025 Item #12 Page 237 of 578
Nov. 19, 2024 Carlsbad City Council Regular Meeting Page 6
Mayor Blackburn reconvened the duly noticed meeting at 6:21 p.m.
10.PUBLIC NUISANCE ABATEMENT HEARING – 2921 ROOSEVELT STREET – 1) Hold a public
hearing; and 2) Adoption of Resolution No. 2024-260 finding that the conditions on private
property located at 2921 Roosevelt Street (APN 203-292-10-00) constitute a public nuisance
and ordering abatement of the public nuisance pursuant to Chapter 6.16 (Public Nuisances
of Property Maintenance) of Title 6 (Health and Sanitation) of the Carlsbad Municipal Code.
(Staff contact: Mike Strong and Robbie Hickerson, Community Services)
City Manager’s Recommendation: Take public input, close the public hearing and adopt the
resolution.
Assistant Director of Community Development Mike Strong and Code Enforcement Manager
Robbie Hickerson presented the report and reviewed a PowerPoint presentation (on file in
the Office of the City Clerk).
Mayor Blackburn opened the duly noticed public hearing at 6:29 p.m.
Sam Kelsall expressed his concerns with the presentation.
Joyce Wise spoke regarding the issues she has had with her business that is located next to
the subject property.
Seeing no one else wishing to speak, Mayor Blackburn closed the duly noticed public hearing
at 6:36 p.m.
Motion by Mayor Blackburn, seconded by Council Member Acosta, to adopt Resolution No.
2024-260. Motion carried unanimously, 5/0.
11.PUBLIC NUISANCE ABATEMENT HEARING – 2726 WILSON STREET – 1) Hold a public hearing;
and
2) Adoption of Resolution No. 2024-261 finding that the conditions on private property
located at 2726 Wilson Street (APN 156-152-15-00) constitute a public nuisance and ordering
abatement of the public nuisance in accordance with Chapter 6.16 – Public Nuisances of
Property Maintenance of Carlsbad Municipal Code Title 6 – Health and Sanitation. (Staff
contact: Mike Strong and Robbie Hickerson, Community Services)
City Manager’s Recommendation: Take public input, close the public hearing and adopt the
resolution.
Assistant Director of Community Development Mike Strong and Code Enforcement Manager
Robbie Hickerson presented the report and reviewed a PowerPoint presentation (on file in
the Office of the City Clerk).
March 25, 2025 Item #12 Page 238 of 578
Nov. 19, 2024 Carlsbad City Council Regular Meeting Page 7
Mayor Blackburn opened the duly noticed public hearing at 6:47 p.m.
Seeing no one wishing to speak, Mayor Blackburn closed the duly noticed public hearing at
6:47 p.m.
Motion by Mayor Blackburn, seconded by Mayor Pro Tem Bhat-Patel, to adopt Resolution
No. 2024-261. Motion carried unanimously, 5/0.
DEPARTMENTAL AND CITY MANAGER REPORTS:
12.IMPLEMENTATION PROGRAM FOR THE CARLSBAD TOMORROW GROWTH MANAGEMENT
CITIZENS COMMITTEE’S RECOMMENDATIONS TO AMEND THE CITY’S GROWTH
MANAGEMENT PROGRAM – Adoption of Resolution No. 2024-262 approving the
implementation program for the Carlsbad Tomorrow Growth Management Citizens
Committee’s recommendations to amend the Growth Management Program. (Staff contact:
Eric Lardy, Community Services)
City Manager’s Recommendation: Adopt the resolution.
Planning Director Eric Lardy presented the report and reviewed a PowerPoint presentation
(on file in the Office of the City Clerk).
Dolores Welty spoke regarding the open space requirements.
Jan Neff-Sinclair spoke regarding open space and requested the item be delayed.
Don Christiansen requested the item be delayed until open space can be addressed.
North County Advocates representative Howard Krausz spoke regarding areas exempt from
open space requirements.
Preserve Calavera representative Diane Nygaard spoke regarding the original performance
standards for open space of 25% citywide and 15% unconstrained in each of the 25 zones and
that only 8 of the 25 zones would be updated to housing and not used for open space.
In response to Council Member Burkholder’s inquiry, Parks & Recreation Director Kyle
Lancaster explained that the Park & Recreation Commission’s purview is strictly on city-
owned park and recreation properties. Director Lancaster also explained that if the City
Council wishes for the commission’s duties to change, that will require an amendment to the
Carlsbad Municipal Code or to bring back the discussion regarding a Sustainability
Commission.
Motion by Council Member Acosta, seconded by Mayor Pro Tem Bhat-Patel, to adopt
March 25, 2025 Item #12 Page 239 of 578
Nov. 19, 2024 Carlsbad City Council Regular Meeting Page 8
Resolution No. 2024-262. Motion carried unanimously, 5/0.
Minute Motion by Council Member Acosta, seconded by Mayor Pro Tem Bhat-Patel, directing
staff to add the topic of open space to the conversation of developing a new Environmental
Sustainability Commission and to include adopting a policy that discourages exceptions to the
policy standards that would decrease open space. Motion carried unanimously, 5/0.
13.UPDATE ON THE MAERKLE RESERVOIR SOLAR PROJECT AND NEXT STEPS – Receive an update
on an initial site constraints analysis for the Maerkle Reservoir Solar Project and provide input
to staff on next steps, including whether to proceed with a feasibility study. (Staff contact:
Amanda Flesse and David Padilla, Public Works)
City Manager’s Recommendation: Receive the update.
Utilities Director Amanda Flesse presented the report and reviewed a PowerPoint
presentation (on file in the Office of the City Clerk).
City Council received the update.
Don Christiansen spoke regarding his meeting with the Clean Energy Alliance and
Intergovernmental Affairs Director Jason Haber which was focused on local energy
production.
Robert Gilleskie spoke regarding the benefit and safety of microgrids.
Paige DeCino spoke in support of the full feasibility study.
In response to Council Member Burkholder’s inquiry, Utilities Director Flesse explained that
a feasibility study would be required to resolve any issues regarding a potential fire from
battery storage.
Motion by Mayor Pro Tem Bhat-Patel, seconded by Council Member Acosta, to approve
Option No. 1, to proceed as planned with a comprehensive feasibility study, including:
• System financing, development and operating models
• System sizing, including energy production and storage capacity
• Energy off-taker/load serving entity the electric service provider to partner with
• Site’s land use constraints (including access and fire safety, surrounding neighborhood
proximity and habitat protection)
• City and regional environmental considerations
• Site’s design considerations
• Electrical grid interconnection
•Potential business models, such as a CMWD-owned and operated project, a power purchase
agreement or a CMWD land lease. Motion carried, 4/1 (Burkholder – No).
March 25, 2025 Item #12 Page 240 of 578
Nov. 19, 2024 Carlsbad City Council Regular Meeting Page 9
14.ALL-WAY STOP CONTROL EVALUATION FOR ADAMS STREET AND HOOVER STREET – Receive
a report for consideration of an all-way stop control at the intersection of Adams Street and
Hoover Street. (Staff contact: John Kim, Public Works)
City Manager’s Recommendation: Receive the report.
City Traffic Engineer John Kim presented the report and reviewed a PowerPoint presentation
(on file in the Office of the City Clerk).
City Council received the report.
Minute Motion by Mayor Blackburn, seconded by Council Member Burkholder, directing staff
to install an all-way stop sign at the corner of Adams Street and Hoover Street. Motion carried
unanimously, 5/0.
COUNCIL REPORTS AND COMMENTS: Mayor Blackburn and the City Council Members reported
on activities and meetings of some committees and subcommittees of which they are members.
Minute motion by Mayor Blackburn, seconded by Mayor Pro Tem Bhat-Patel, directing the City
Manager to return to the City Council on a future agenda with an amendment to the Carlsbad
Municipal Code that would modify the prohibition of dogs in city parks to allow for leashed dogs
and owners to walk on the sidewalks or pathways within our city parks.
City Council discussion ensued.
Mayor Blackburn called for a recess at 8:03 p.m.
Mayor Blackburn reconvened the duly noticed meeting at 8:09 p.m.
Minute motion by Mayor Blackburn, seconded by Mayor Pro Tem Bhat-Patel, directing the City
Manager to return to the City Council on a future agenda with a discussion item related to
leashed and unleashed dogs in the City of Carlsbad and where enforcement occurs. Motion
carried unanimously, 5/0.
City Attorney McMahon explained Item No. 14 will return to a future meeting with a resolution
requesting the all-way stop sign at the corner of Adams Street and Hoover Street.
ANNOUNCEMENTS: This section of the Agenda is designated for announcements to advise the
community regarding events that Members of the City Council have been invited to, and may
participate in.
CITY MANAGER COMMENTS: None.
CITY ATTORNEY COMMENTS: None.
CITY CLERK COMMENTS: None.
March 25, 2025 Item #12 Page 241 of 578
Nov. 19, 2024 Carlsbad City Council Regular Meeting Page 10
ADJOURNMENT: Mayor Blackburn adjourned the duly noticed meeting at 8:10 p.m.
c im,Nl-u ~
Tamara R. McMinn, CPMC, CMC
Senior Deputy City Clerk
March 25, 2025 Item #12 Page 242 of 578
Appendix H - Public Outreach
March 25, 2025 Item #12 Page 243 of 578
Each year, the City of Carlsbad receives federal grants, which can be used for projects and services
that directly benefit lower income residents. The city is seeking input on the types of local
services and projects that should be prioritized to receive grant funding for the next five years.
Attend a community meeting
Wednesday, Sept. 11
5 to 6:30 p.m.
Pine Community Center
3209 Harding Street
Carlsbad
Tuesday, Sept. 17
5:30 to 7 p.m.
Dove Library
1775 Dove Lane
Carlsbad
Questions?
Contact Nicole Piano-Jones at 442-339-2191 or nicole.pianojones@carlsbadca.gov
Give input on how federal grants for lower income
residents should be used
Community grant priorities
Take our online survey through Sept. 20, 2024
carlsbadca.gov/cdbg
March 25, 2025 Item #12 Page 244 of 578
March 25, 2025 Item #12 Page 245 of 578
March 25, 2025 Item #12 Page 246 of 578
March 25, 2025 Item #12 Page 247 of 578
March 25, 2025 Item #12 Page 248 of 578
Available here and in Spanish here from August 30 – September
20
Hard copies available 8am-5pm M-F
Housing & Homeless Services
1200 Carlsbad Village Drive
Carlsbad, CA 92008
Attend a Community Meeting
September 11, 2024, at 5:00 PM
Pine Community Center
3209 Harding Street
Carlsbad, CA 92008
September 17, 2024, at 5:30 PM
City Library
1775 Dove Lane
Carlsbad, CA, 92011
Attend a Housing Commission and/or City Council Meeting
October 10, 2024 – 5:00 PM
City Council Chambers
1200 Carlsbad Village Drive
Carlsbad, CA 92008
November 19, 2024 – 5:00 PM
City Council Chambers
1200 Carlsbad Village Drive
Carlsbad, CA 92008
Can’t make any of the meetings or missed the survey? Please share your thoughts with us by
email at: housing@carlsbadca.gov. To learn more about the City of Carlsbad’s Community
Development Block Grant program, please visit the city’s website, here. For additional
information, please contact Nicole Piano-Jones at 442-339-2191 or
nicole.pianojones@carlsbadca.gov or Erin Peak at 442-339-2043 or
erin.peak@carlsbadca.gov.
Kind regards,
Thank you,
Erin
Erin Peak
Program Manager
Housing & Homeless Services
City of Carlsbad
1200 Carlsbad Village Dr.
Carlsbad, CA 92008
March 25, 2025 Item #12 Page 249 of 578
erin.peak@carlsbadca.gov
Office: (442) 339-2043
March 25, 2025 Item #12 Page 250 of 578
March 25, 2025 Item #12 Page 251 of 578
Can’t make any of the meetings or missed the survey? Please share your thoughts with us by
email at: housing@carlsbadca.gov. To learn more about the City of Carlsbad’s Community
Development Block Grant program, please visit the city’s website, here. For additional
information, please contact Nicole Piano-Jones at 442-339-2191 or
nicole.pianojones@carlsbadca.gov or Erin Peak at 442-339-2043 or
erin.peak@carlsbadca.gov.
Kind regards,
Nicole Piano-Jones
she | her | hers
Senior Program Manager
Housing & Homeless Services
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad, CA 92008
www.carlsbadca.gov
nicole.pianojones@carlsbadca.gov
Office: (442) 339-2191
Facebook | Twitter | You Tube | Pinterest |Enews
March 25, 2025 Item #12 Page 252 of 578
CD
B
G
FY
2
0
2
5-
2
6
FU
N
D
I
N
G
SU
M
M
A
R
Y
Pr
i
o
r
i
t
y
Pr
o
j
e
c
t
s
–
Pr
o
g
r
a
m
I
n
c
o
m
e
.
A
m
a
x
i
m
u
m
o
f
1
5
%
of
a
l
l
p
r
o
g
r
a
m
i
n
c
o
m
e
r
e
c
e
i
v
e
d
d
u
r
i
n
g
F
Y
2
0
2
5-
2
6
wi
l
l
b
e
a
l
l
o
c
a
t
e
d
t
o
p
u
b
l
i
c
s
e
r
v
i
c
e
s
a
c
t
i
v
i
t
i
e
s
i
n
t
h
e
fo
l
l
o
w
i
n
g
o
r
d
e
r
a
n
d
a
m
o
u
n
t
:
1.
Co
m
m
u
n
i
t
y
R
e
s
o
u
r
c
e
C
e
n
t
e
r
u
p
t
o
$
59,
0
0
0
2.
In
t
e
r
f
a
i
t
h
C
o
m
m
u
n
i
t
y
S
e
r
v
i
c
e
s
u
p
t
o
$
23
,
6
1
1
3.
Br
o
t
h
e
r
B
e
n
n
o
u
p
t
o
$
29
,
0
0
0
4.
Ca
t
h
o
l
i
c
C
h
a
r
i
t
i
e
s
u
p
t
o
$
30
,
0
0
0
PU
B
L
I
C
SE
R
V
I
C
E
S
Or
g
a
n
i
z
a
t
i
o
n
Ac
t
i
v
i
t
y
An
t
i
c
i
p
a
t
e
d
Ou
t
c
o
m
e
Re
q
u
e
s
t
e
d
St
a
f
f
Re
c
o
m
m
e
n
d
a
t
i
o
n
Br
o
t
h
e
r
B
e
n
n
o
Fo
u
n
d
a
t
i
o
n
Re
n
t
/
U
t
i
l
i
t
y
A
s
s
i
s
t
a
n
c
e
/
M
o
t
e
l
Vo
u
c
h
e
r
s
60
pe
r
s
o
n
s
$2
9
,0
0
0
$0
CD
B
G
Pr
o
g
r
a
m
In
c
o
m
e
Pr
i
o
r
i
t
y
Ca
t
h
o
l
i
c
C
h
a
r
i
t
i
e
s
La
P
o
s
a
d
a
d
e
Gu
a
d
a
l
u
p
e
Sh
e
l
t
e
r
90
s
h
e
l
t
e
r
e
d
m
e
n
$30
,0
0
0
$0
C
D
B
G
Pr
o
g
r
a
m
I
n
c
o
m
e
Pr
i
o
r
i
t
y
Co
m
m
u
n
i
t
y
R
e
s
o
u
r
c
e
S
e
r
v
i
c
e
s
Ho
m
e
l
e
s
s
n
e
s
s
P
r
e
v
e
n
t
i
o
n
25
ho
u
s
e
h
o
l
d
s
$82
,
6
1
1
$2
3,61
1
CD
B
G
+
Pr
o
g
r
a
m
In
c
o
m
e
P
r
i
o
r
i
t
y
In
t
e
r
f
a
i
t
h
C
o
m
m
u
n
i
t
y
Se
r
v
i
c
e
s
Re
n
t
a
l
A
s
s
i
s
t
a
n
c
e
,
B
a
s
i
c
Ne
e
d
s
10
ho
u
s
e
h
o
l
d
s
w/
r
e
n
t
a
l
a
s
s
i
s
t
a
n
c
e
,
50
0
h
o
u
s
e
h
o
l
d
s
’
w
/
b
a
s
i
c
n
e
e
d
s
$82
,
6
1
1
$5
9,
0
0
0
CD
B
G
+
Pr
o
g
r
a
m
In
c
o
m
e
P
r
i
o
r
i
t
y
Su
b
t
o
t
a
l
:
$22
4
,
2
2
2
$82
,
6
1
1
AD
M
I
N
I
S
T
R
A
T
I
O
N
&
F
A
I
R
H
O
U
S
I
N
G
Or
g
a
n
i
z
a
t
i
o
n
Ac
t
i
v
i
t
y
An
t
i
c
i
p
a
t
e
d
Ou
t
c
o
m
e
Re
q
u
e
s
t
e
d
St
a
f
f
Re
c
o
m
m
e
n
d
a
t
i
o
n
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Pr
o
g
r
a
m
A
d
m
i
n
i
s
t
r
a
t
i
o
n
Ov
e
r
a
l
l
a
d
m
i
n
i
s
t
r
a
t
i
o
n
$82
,
1
8
0
$82
,
1
8
0
Le
g
a
l
A
i
d
S
o
c
i
e
t
y
o
f
S
a
n
D
i
e
g
o
Fa
i
r
H
o
u
s
i
n
g
S
e
r
v
i
c
e
s
14
6
h
o
u
s
e
h
o
l
d
s
$27
,
9
6
8
$2
7,9
6
8
Su
b
t
o
t
a
l
:
$1
10
,
1
4
8
$1
10
,
1
4
8
AF
F
O
R
D
A
B
L
E
H
O
U
S
I
N
G
&
F
A
C
I
L
I
T
IE
S
/
I
N
F
R
A
S
T
U
C
T
U
R
E
Or
g
a
n
i
z
a
t
i
o
n
Ac
t
i
v
i
t
y
An
t
i
c
i
p
a
t
e
d
Ou
t
c
o
m
e
Re
q
u
e
s
t
e
d
St
a
f
f
Re
c
o
m
m
e
n
d
a
t
i
o
n
Ci
t
y
o
f
C
a
r
l
s
b
a
d
Af
f
o
r
d
a
b
l
e
H
o
u
s
i
n
g
Fu
n
d
On
e
a
t
-ri
s
k
a
f
f
o
r
d
a
b
l
e
h
o
u
s
i
n
g
re
s
a
l
e
p
u
r
c
h
a
s
e
$35
7
,
9
8
2
$35
7
,
9
8
2
Ca
s
a
d
e
A
m
p
a
r
o
Fa
c
i
l
i
t
y
I
m
p
r
o
v
e
m
e
n
t
s
15
0
y
o
u
t
h
s
e
r
v
e
d
,
un
k
n
o
w
n
f
r
o
m
Ca
r
l
s
b
a
d
$80
,
0
0
0
$0
No
r
t
h
C
o
u
n
t
y
L
G
B
T
Q
Re
s
o
u
r
c
e
C
e
n
t
e
r
Fa
c
i
l
i
t
y
I
m
p
r
o
v
e
m
e
n
t
s
70
-80
p
e
r
s
o
n
s
s
e
r
v
e
d
w
e
e
k
l
y
,
9
%
Ca
r
l
s
b
a
d
$7
1
,
0
0
0
$0
Su
b
t
o
t
a
l
:
$50
8
,
9
8
2
$35
7
,
9
8
2
TO
T
A
L
:
$84
3
,
3
5
2
$55
0
,
7
4
1
Exhibit 2
March 25, 2025 Item #12 Page 253 of 578
CDBG Carlsbad FY 25-26 Grant Application
Exhibit 3
March 25, 2025 Item #12 Page 254 of 578
March 25, 2025 Item #12 Page 255 of 578
March 25, 2025 Item #12 Page 256 of 578
March 25, 2025 Item #12 Page 257 of 578
March 25, 2025 Item #12 Page 258 of 578
March 25, 2025 Item #12 Page 259 of 578
March 25, 2025 Item #12 Page 260 of 578
March 25, 2025 Item #12 Page 261 of 578
March 25, 2025 Item #12 Page 262 of 578
March 25, 2025 Item #12 Page 263 of 578
March 25, 2025 Item #12 Page 264 of 578
March 25, 2025 Item #12 Page 265 of 578
Board of Directors' resolution authorizing submittal of application
March 25, 2025 Item #12 Page 266 of 578
March 25, 2025 Item #12 Page 267 of 578
March 25, 2025 Item #12 Page 268 of 578
March 25, 2025 Item #12 Page 269 of 578
Board of Directors' resolution designating officials
March 25, 2025 Item #12 Page 270 of 578
March 25, 2025 Item #12 Page 271 of 578
March 25, 2025 Item #12 Page 272 of 578
March 25, 2025 Item #12 Page 273 of 578
Intake Form La Posada
March 25, 2025 Item #12 Page 274 of 578
March 25, 2025 Item #12 Page 275 of 578
Board of Directors
March 25, 2025 Item #12 Page 276 of 578
March 25, 2025 Item #12 Page 277 of 578
Financial Audit Report June 30, 2023 and 2022
March 25, 2025 Item #12 Page 278 of 578
March 25, 2025 Item #12 Page 279 of 578
March 25, 2025 Item #12 Page 280 of 578
March 25, 2025 Item #12 Page 281 of 578
March 25, 2025 Item #12 Page 282 of 578
March 25, 2025 Item #12 Page 283 of 578
March 25, 2025 Item #12 Page 284 of 578
March 25, 2025 Item #12 Page 285 of 578
March 25, 2025 Item #12 Page 286 of 578
March 25, 2025 Item #12 Page 287 of 578
March 25, 2025 Item #12 Page 288 of 578
March 25, 2025 Item #12 Page 289 of 578
March 25, 2025 Item #12 Page 290 of 578
March 25, 2025 Item #12 Page 291 of 578
March 25, 2025 Item #12 Page 292 of 578
March 25, 2025 Item #12 Page 293 of 578
March 25, 2025 Item #12 Page 294 of 578
March 25, 2025 Item #12 Page 295 of 578
March 25, 2025 Item #12 Page 296 of 578
March 25, 2025 Item #12 Page 297 of 578
March 25, 2025 Item #12 Page 298 of 578
March 25, 2025 Item #12 Page 299 of 578
March 25, 2025 Item #12 Page 300 of 578
March 25, 2025 Item #12 Page 301 of 578
March 25, 2025 Item #12 Page 302 of 578
March 25, 2025 Item #12 Page 303 of 578
March 25, 2025 Item #12 Page 304 of 578
March 25, 2025 Item #12 Page 305 of 578
March 25, 2025 Item #12 Page 306 of 578
March 25, 2025 Item #12 Page 307 of 578
March 25, 2025 Item #12 Page 308 of 578
March 25, 2025 Item #12 Page 309 of 578
March 25, 2025 Item #12 Page 310 of 578
March 25, 2025 Item #12 Page 311 of 578
March 25, 2025 Item #12 Page 312 of 578
March 25, 2025 Item #12 Page 313 of 578
March 25, 2025 Item #12 Page 314 of 578
March 25, 2025 Item #12 Page 315 of 578
March 25, 2025 Item #12 Page 316 of 578
March 25, 2025 Item #12 Page 317 of 578
March 25, 2025 Item #12 Page 318 of 578
March 25, 2025 Item #12 Page 319 of 578
March 25, 2025 Item #12 Page 320 of 578
March 25, 2025 Item #12 Page 321 of 578
March 25, 2025 Item #12 Page 322 of 578
March 25, 2025 Item #12 Page 323 of 578
March 25, 2025 Item #12 Page 324 of 578
March 25, 2025 Item #12 Page 325 of 578
March 25, 2025 Item #12 Page 326 of 578
Executive Summary
March 25, 2025 Item #12 Page 327 of 578
March 25, 2025 Item #12 Page 328 of 578
March 25, 2025 Item #12 Page 329 of 578
REVENUE
Donations $ 138,983
Donations Programs
Bequest
Grants $ 123,179
Grants Programs
Program Generated Income
United Way/CFC/Contribution Clubs
Federal Funds $ 40,020
State $ 239,759
Local $ 662,190
Annual Catholic Appeal $ 200,000
US Conference of Catholic Bishops
Fundraising
Other Revenue
Investment
Indirect Revenue
In-Kind
$ 1,404,132
$ 686,054
$ 154,924
$ 8,143
$ 2,100
$ 24,451
$ 23,726
$ 83,489
$ 20,200
$ 3,700
$ 131,000
$ 300
$ 7,468
$ 120,640
$ 137,936
Total Revenue
EXPENSES
Salaries
Fringe Benefits
Consultant/Contract Services
Staff Travel
Program Transportation
Insurance
Occupancy
Utilities/Telephone
Supplies
Equipment
Client Assistance
Volunteer Expense
Stipends/Awards
Meetings/Dues/Fees
Depreciation
Advertising/Bank Fees/Bkgd Checks
Interest Expense
Federally Approved Indirect
Administrative Fee
Fundraising Expenses
In-Kind
Total Expense $ 1,404,132
FY24-25 Budget
LA POSADA DE GUADALUPE
March 25, 2025 Item #12 Page 330 of 578
Organizational Chart
March 25, 2025 Item #12 Page 331 of 578
March 25, 2025 Item #12 Page 332 of 578
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
FY 2025-26 FUNDING APPLICATION
INSTRUCTIONS
This application must be completed for each organization seeking CDBG funding from the City of Carlsbad.
All information requested must be provided or the application will be considered incomplete and will not
be further evaluated for funding consideration.
Step 1. Complete fillable application and submit prior to Jan. 17, 2025 by 5 pm.
Step 2. Include required attachments – combine into one file saved as “Applicant Name – Year – CDBG
Application Attachments.”
Board of Directors' resolution authorizing submittal of application
Board of Directors' resolution designating official(s) authorized to enter into agreements on
behalf of organization.
(Note: One resolution both authorizing submittal of applications and entering into
agreements may be substituted for the above two documents.)
Sample Intake Form
List of Board of Directors
Financial Audit Report for the most recently ending Fiscal Year
Application executive summary, including key staff, budget, and timeline.
Organizational chart
Improvement/Construction projects only if applicable: Architectural plans, scope of work, cost
estimates, property site information, as appropriate.
To be completed by Housing Services Division staff
Date Received: Local Objective:
Person Completing Review: Complete:
March 25, 2025 Item #12 Page 333 of 578
APPLICANT INFORMATION
Organization Name: Federal Unique Entity
Identification Number
Address: Contact Phone:
Contact person/title: Contact email:
Organization Type: Nonprofit For-profit Local public agency State public agency
Other (Please specify)
Please describe the mission/purpose of the organization:
Please provide the organization date of incorporation and number of years providing proposed
program/project?
Please describe the organization staff positions directly responsible for the proposed program and their
qualifications and experience:
Please indicate your agency's level of experience with the CDBG program:
No or little experience (up to 1 year of using CDBG funds)
Some experience (2 to 3 years of using CDBG funds)
Moderate experience (4 to 5 years of using CDBG funds)
Considerable experience (more than 5 years of using CDBG funds)
PROJECT/PROGRAM INFOMATION
Please provide implementation schedule for proposed project or program, including important steps
such as hiring staff, obtaining bids, acquiring property, etc. If project involves property acquisition or
construction, include plans, scope of work, cost estimates, or other applicable documents in
appendices.
March 25, 2025 Item #12 Page 334 of 578
Describe steps already completed or to be completed to initiate project. These may include community
support, staffing, securing an appropriate location, marketing and networking.
Describe the program’s timeline with dates and times, including the earliest possible start dates, end
dates and milestones, as applicable.
Describe the work to be performed, including the activities to be undertaken or the services to be
provided, and the goals and objectives of the program/project:
How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be
specific such as direct services to client’s home, transportation provided to and from facility, or relation
to public transportation.)
Does your agency focus its activities on populations with special needs? If yes, please specify
population (Homeless households, persons with disabilities, persons with substance abuse, veterans,
farmworkers, seniors, children, etc.)
Please describe how low-and-moderate income persons will benefit from the proposed
program/project.
What is the approximate percentage of your clients that have annual family incomes in each of the
following ranges: (Percentages should add to 100%)
% of clients are at 30% or below the area median income
_ % of clients are between 31% to 50% of the area median income
% of clients are between 51% to 79% of the area median income
% of clients are at 80% or above the area median income
March 25, 2025 Item #12 Page 335 of 578
Please indicate the number of clients benefiting from the proposed activity and the percentage that are
Carlsbad residents.
Persons of which % are Carlsbad residents
Does your organization charge recipients for the provided services?
No Yes (Please specify) $_______
How does your organization provide language access to recipients with less than proficient English?
How will recipients’ information be collected and documented?
How will the outcomes be measured, collected and documented?
Describe collaboration with other agencies, such as the County Continuum of Care and other non-profit
organizations and/or agencies to form a cohesive approach in serving the low income and most
vulnerable populations.
FINANCIAL INFORMATION
CDBG Grant Request: $ Total Project/Program Cost: $
Did you receive any of the following sources of funding from the City of Carlsbad within the last two
fiscal years (2022-2023 and 2023-2024) for the proposed program/project?
CDBG
Community Activity
Funding General Funds
Other (specify):
Yes
Yes
Yes
Yes
No
No
No
No
If you have received federal funds, including CDBG funds in previous years, have program violation
findings ever been made against your agency/organization? If yes, please explain nature of finding(s)
and how finding(s) has been addressed by your organization.
March 25, 2025 Item #12 Page 336 of 578
Did you receive any federal funds, including CDBG funding from other cities? If so, please describe
source, year(s), and amounts.
Source
-
-
-
Amount
$
$
$
PROPOSED BUDGET
Category/Item CDBG Request Other Sources Total
Wages/Salaries $ $ $
Personnel Benefits $ $ $
Materials and Supplies $ $ $
Rent and Utilities $ $ $
Direct Program Expenses $ $ $
Mileage $ $ $
Other: ______________________ $ $ $
TOTAL $ $ $
Please further describe “Other Sources” from previous table.
Category/Item Other Sources Describe source and whether funding is
secured or anticipated
Wages/Salaries $
Personnel Benefits $
Materials and Supplies $
Rent and Utilities $
Direct Program Expenses $
Mileage $
Other: ____________________ $
TOTAL $
If your project or program requires ongoing funding, please describe how the program or project will
continue to be funded.
Page is left intentionally blank. Please see following page for signed certification.
March 25, 2025 Item #12 Page 337 of 578
March 25, 2025 Item #12 Page 338 of 578
Community Resource Center
BOARD RESOLUTION
WHEREAS, the Community Resource Center (CRC) Bylaws provides that the Board may
authorize any officer or agent of CRC, in the name of and on behalf of CRC, to enter into any
contract or execute any instrument; and
WHEREAS, the Board deems it appropriate and the best interest of CRC to make such an
authorization to:
John Van Cleef, Chief Executive Officer
Corrie McCoy, Chief Operating Officer;
NOW, THEREFORE, BE IT:
RESOLVED, that the Board hereby authorizes John Van Cleef and Corrie McCoy to approve
and, in the name of and on behalf of CRC, enter into and execute contracts and instruments.
RESOLVED FURTHER, that Sarah Ferry shall be, and hereby is, removed from entering into
any contract or executing any instrument on behalf of CRC.
PASSED AND ADOPTED this 18th Day of May, 2021.
Signed: _____________________________________
Lindsey Brubaker, Secretary
DocuSign Envelope ID: 5702D01F-CC83-4CBA-8DE8-A17622028B8C
March 25, 2025 Item #12 Page 339 of 578
DOMESTIC VIOLENCE
Yes No
0-3 Months Ago
3-6 Months Ago
6 Months – 1 Year Ago
Over a Year Ago
Do you have a disability?
Yes No
Alcohol Abuse
Developmental
Emotional/Mental
Drug Abuse
HIV/AIDS
Physical/Medical
Physical/Mobility Limit
Other_________________
Yes Are you a Veteran?
Yes No
Last Name______________________________________ First Name__________________________________________ MI_____ Relationship to Head of Household__________________________________________________ Family Size___________
Are you currently Homeless? Yes (please provide city where you stayed last night) ________________________________________ No (list address below)
Address____________________________________________________________________ City____________________________ Zip Code _________
Date of Birth____________________ Age: ______ Male Female _____________ Social Security Number ____________________
Email Address________________________________ Home Phone # ______________________ Cell/Other Phone_______________________
RACE (mark all that apply)
Black/African American
Black/African American and White
White Filipino Middle Eastern
American Indian/Alaskan Native
American Indian or Alaska Native and Black/African American
American Indian/Alaskan Native and White
Native Hawaiian/ Pacific Islander
Asian Asian and White
Other Multiple Race
Other _____________
Decline to Provide ETHNICITY
Hispanic/Latino
Non-Hispanic/Non-Latino
Decline to Provide Primary Language Spoken:
English Spanish
Other _________________
MARITAL STATUS
Single Married Separated
Divorced Widow/Widower
Significant Other HOUSEHOLD TYPE
Single Parent/Female
Single Parent/Male
2 Parent Household
Single Person
2 Adults—no children
Other _____________ DOMESTIC VIOLENCE
Yes No
0-3 Months Ago
3-6 Months Ago
6 Months – 1 Year Ago
Over a Year Ago
1/2020 Date___________ Community Resource Center Integrative Services Intake Form (Adult)
Do you have a disability?
Yes No
Alcohol Abuse
Developmental
Emotional/Mental
Drug Abuse
HIV/AIDS
Physical/Medical
Physical/Mobility Limit
Other_________________ *If YES, is the disability permanent and likely to continue? Yes No * If YES, are you currently receiving services or treatment? Yes No HEALTH INSURANCE
Private
State Children’s Health Insurance
Medical
Medicare
Medicaid
Veterans Admin. Medical Services
Employer-Provided Health Insurance
State Health Insurance for Adults
None
Other________________________ Are you a Veteran?
Yes No If YES, type of discharge:
Honorable Dishonorable
Admin. Discharge EDUCATION
0-8th Grade
9-12 Grade
High School Diploma/GED
Some College/Vocational
2-4 year degree
Graduate School
Other_________________________
CURRENT EMPLOYMENT STATUS
Unemployed Full Time Part Time
Seasonal Retired Other______________
CURRENT SOURCE(S) OF INCOME
No Income
Employment $_______________/month
TANF/Cal WORKS $___________/month
Unemployment Insurance Benefits (EDD) $___________/month
Child Support $_____________/month
Spousal Support $_____________/month
SSI $___________/month
SSDI $___________/month
General Relief $__________/month
VA Benefits $________/month
Pension $__________/month
Social Security Retirement $______/month
SDI $_________/month
Workers Compensation $________/month
Private Disability Insurance $_________/month
Other: _____________________ SOURCE OF NON-CASH BENEFITS
None
Food Stamps $_______________/month
WIC $_________/month
VA Medical Services $_____________/month
TANF Child Care Services $___________/month
Section 8 Public Housing $___________/month
Temporary Rental Assistance $___________/month
TANF Transportation Services $___________/month
Other: _____________________
Please Complete Page 2
March 25, 2025 Item #12 Page 340 of 578
I certify under penalty of perjury that the above information is true and correct and will notify the Agency within ten (10) working days of any change. ________________________________________ ____________________ Signature Date
CURRENT LIVING SITUATION (Last Night)
Emergency Shelter (Including Motel/Hotel Voucher)
Foster Care
Hospital (Non-Psychiatric)
Hotel or Motel (No Voucher)
Jail or Prison
Own (Housing Subsidy)
Own (No Subsidy)
Place Not Meant for Habitation (e.g. car, outside)
Psychiatric Hospital
Rental (Without Section 8 or other housing or rental assistance)
Rental (With VASH)
Rental (Using Section 8 or other housing or rental assistance)
Safe Haven
Permanent Housing for Formerly Homeless Persons
Staying or Living with Family
Staying or Living with Friends
Other________________ LENGTH OF TIME AT CURRENT LIVING SITUATION
One day or less
2 days to 1 week
1-3 Months
3-11 months
1 year or longer CURRENT HOUSING STATUS
Literally Homeless (living outside, in a shelter etc.)
Imminent Risk of Losing Housing (will lose housing within 14 days)
Unstably Housed/At Risk of Losing Housing (likely to lose housing, not sure when)
Stably Housed
Resources you are most interested in (please mark all that apply)
Employment Placement Case Management Rental Assistance Financial Education
Budget Assistance Tax Prep. Services MediCal Cal-Fresh (food stamps)
Case Management Shelter Motel Voucher Transportation
Educational Resources Domestic Violence Resources Counseling Food
Other__________________________________________________ How did you hear about CRC?
Online 211 San Diego Another non-profit Friend or family member Law enforcement
Hospital/Medical Clinic Other____________________________________
If Homeless approximate start date for homelessness: _________________________
Number of times you have been on the streets, in an emergency shelter or safe haven in the past 3 years including today: ____________________________ Total number of months homeless on the street, in an emergency shelter or safe haven in the past 3 years: __________________________ What is your most frequently used mode of transportation?
Personal Car Friend/Family member’s car
Bus Coaster Bicycle On Foot
Other___________ Have you ever been incarcerated? Yes No If YES, when? _______________ Have you participated in Community Resource Center Case Management Services in the past 12 months?
Yes No If YES, who was your case manager? _____________________________________
ETO___________ _____ Referral provided for counseling if marked Yes Referred to _________________________
March 25, 2025 Item #12 Page 341 of 578
Board of Directors
FY 2024-2025
Tony Pata
Chairperson
Research Analyst,
Nicholas Investment Partners
Morgan Day
CTO and Co-founder,
Quantum Retail Technology,
Inc.
Saundra Moton
Vice Chair
CEO, SRPro Consultants
Katrina Dodson
Real Estate Broker/Community
Volunteer
Anne Daigle
Secretary
Philanthropist/Community
Volunteer
Lydell Fleming
Realtor,
COMPASS
Andrew O’Boyle
Treasurer
Retired, Finance Executive, retired
Randy Gorman
Principal,
La Jolla Capital Group
Maddie Altschuler
Principal,
Marsh McLennan Agency
John Hall
Vice President and CIO,
Gemological Institute
of America, Inc.
Elizabeth Anderson
Independent Consultant, Certified
Public Accountant
Bob Lin
Retired,
Business Executive
Sonia Chavez
Founder and CEO
The Caza Collective
Joyce Ross
Retired Co-founder,
Ross Partners/University
Professor
March 25, 2025 Item #12 Page 342 of 578
COMMUNITY RESOURCE CENTER AND 660 ENCINITAS, LLC
CONSOLIDATED FINANCIAL STATEMENTS
June 30, 2023
March 25, 2025 Item #12 Page 343 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
CONSOLIDATED FINANCIAL STATEMENTS
June 30, 2023
TABLE OF CONTENTS
Page No.
INDEPENDENT AUDITORS’ REPORT 1
CONSOLIDATED FINANCIAL STATEMENTS
Consolidated Statement of Financial Position as of June 30, 2023 4
Consolidated Statement of Activities for the Year Ended June 30, 2023 5
Consolidated Statement of Functional Expenses for the Year Ended June 30, 2023 6
Consolidated Statement of Cash Flows for the Year Ended June 30, 2023 7
Notes to the Consolidated Financial Statements 8 - 25
SUPPLEMENTAL INFORMATION
Consolidating Schedule of Financial Position as of June 30, 2023 26
Consolidating Schedule of Activities for the Year Ended June 30, 2023 27
Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance
and Other Matters Based on an Audit of Financial Statements Performed in Accordance with
Government Auditing Standards 28 - 29
Independent Auditors’ Report on Compliance for Each Major Program and on
Internal Control Over Compliance Required by the Uniform Guidance 30 - 31
Schedule of Expenditures of Federal Awards for the Year Ended June 30, 2023 32
Notes to the Schedule of Expenditures of Federal Awards 33
Schedule of Findings and Questioned Costs 34 - 35
March 25, 2025 Item #12 Page 344 of 578
INDEPENDENT AUDITORS’ REPORT
To the Board of Directors of
Community Resource Center and Subsidiary
Report on the Audit of the Consolidated Financial Statements
We have audited the accompanying consolidated financial statements of Community Resource Center and 660
Encinitas, LLC (the “Subsidiary”) (a California nonprofit organization), which comprise the consolidated statement of
financial position as of June 30, 2023, and the related consolidated statements of activities, functional expenses and
cash flows for the year then ended, and the related notes to the consolidated financial statements.
In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the
consolidated financial position of Community Resource Center and Subsidiary as of June 30, 2023, and the changes
in its net assets and its cash flows for the years then ended in accordance with accounting principles generally
accepted in the United States of America.
Basis for Opinion
We conducted our audit in accordance with auditing standards generally accepted in the United States of America
and the standards applicable to financial audits contained in Government Auditing Standards, issued by the
Comptroller General of the United States. Our responsibilities under those standards are further described in the
Auditors’ Responsibilities for the Audit of the Consolidated Financial Statements section of our report. We are required
to be independent of Community Resource Center and Subsidiary and to meet our other ethical responsibilities, in
accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have
obtained is sufficient and appropriate to provide a basis for our audit opinions.
Responsibilities of Management for the Consolidated Financial Statements
Management is responsible for the preparation and fair presentation of the consolidated financial statements in
accordance with accounting principles generally accepted in the United States of America, and for the design,
implementation, and maintenance of internal control relevant to the preparation and fair presentation of consolidated
financial statements that are free from material misstatement, whether due to fraud or error.
In preparing the consolidated financial statements, management is required to evaluate whether there are conditions
or events, considered in the aggregate, that raise substantial doubt about Community Resource Center and
Subsidiary’s ability to continue as a going concern within one year after the date that the consolidated financial
statements are available to be issued.
Auditors’ Responsibility for the Audit of the Consolidated Financial Statements
Our objectives are to obtain reasonable assurance about whether the consolidated financial statements as a whole
are free from material misstatement, whether due to fraud or error, and to issue an auditors’ report that includes our
opinion. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a
guarantee that an audit conducted in accordance with generally accepted auditing standards and Government
Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material
misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery,
intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material
if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a
reasonable user based on the consolidated financial statements.
March 25, 2025 Item #12 Page 345 of 578
In performing an audit in accordance with generally accepted auditing standards and Government Auditing
Standards, we:
Exercise professional judgment and maintain professional skepticism throughout the audit.
Identify and assess the risks of material misstatement of the consolidated financial statements, whether due
to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures
include examining, on a test basis, evidence regarding the amounts and disclosures in the consolidated
financial statements.
Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are
appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of
Community Resource Center and Subsidiary’s internal control. Accordingly, no such opinion is expressed.
Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting
estimates made by management, as well as evaluate the overall presentation of the financial statements.
Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise
substantial doubt about Community Resource Center and Subsidiary’s ability to continue as a going concern
for a reasonable period of time.
We are required to communicate with those charged with governance regarding, among other matters, the planned
scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified
during the audit.
Supplementary Information
Our audit was conducted for the purpose of forming an opinion on the consolidated financial statements as a whole.
The accompanying supplementary information on pages 26 to 27 is presented for purposes of additional analysis
and is not a required part of the consolidated financial statements. The accompanying schedule of expenditures of
federal awards on page 32, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative
Requirements, Cost Principles, and Audit Requirements for Federal Awards, is presented for purposes of additional
analysis and is not a required part of the financial statements. Such information is the responsibility of management
and was derived from and relates directly to the underlying accounting and other records used to prepare the
consolidated financial statements. The information has been subjected to the auditing procedures applied in the audit
of the consolidated financial statements and certain additional procedures, including comparing and reconciling such
information directly to the underlying accounting and other records used to prepare the consolidated financial
statements or to the consolidated financial statements themselves, and other additional procedures in accordance
with auditing standards generally accepted in the United States of America. In our opinion, the schedule of
expenditures of federal awards is fairly stated, in all material respects, in relation to the consolidated financial
statements as a whole.
Other Reporting Required by Government Auditing Standards
In accordance with Government Auditing Standards, we have also issued our report dated March 26, 2024, on our
consideration of Community Resource Center and Subsidiary’s internal control over financial reporting and on our
tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters.
The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and
compliance and the results of that testing, and not to provide an opinion on the effectiveness of Community Resource
Center and Subsidiary’s internal control over financial reporting or on compliance. That report is an integral part of
an audit performed in accordance with Government Auditing Standards in considering Community Resource Center
and Subsidiary’s internal control over financial reporting and compliance.
March 25, 2025 Item #12 Page 346 of 578
Emphasis of a Matter – Change in Accounting Principle
For the year ended June 30, 2023, the Organization adopted Financial Accounting Standards Board’s (FASB)
accounting standards update (ASU) 2016-02, Leases (Topic 842) and ASU 2021-10, Government Assistance (Topic
832) as described in Note 1. The changes required by the update have been applied in the year of adoption. Our
opinion is not modified with respect to that matter.
Emphasis of a Matter – Reclassification
As discussed in Note 14 to the financial statements, the Organization discovered restricted net assets releases that
were not properly classified. Accordingly, amounts reported for net assets have been reclassified in the 2023 financial
statements. Our opinion is not modified with respect to that matter.
Encinitas, California
March 26, 2024
March 25, 2025 Item #12 Page 347 of 578
2023
ASSETS
CURRENT ASSETS
Cash and cash equivalents $ 2,481,760
Grants and contributions receivables (Note 4)1,545,052
Inventory 64,378
Prepaid expenses and other assets 62,540
TOTAL CURRENT ASSETS 4,153,730
NONCURRENT ASSETS
Contributions receivable, net of discount (Note 4)663,705
Deposits 31,859
Property and equipment, net of accumulated depreciation (Note 5)3,335,495
Right-of-use assets, net of accumulated amortization (Note 11)586,970
TOTAL NONCURRENT ASSETS 4,618,029
TOTAL ASSETS $8,771,759
LIABILITIES AND NET ASSETS
CURRENT LIABILITIES
Accounts payable $ 138,692
Accrued expenses 181,477
Prepaid rent from tenants (Note 11)1,950
Deferred revenue 79,362
Current portion of operating lease obligations (Note 11)306,975
Current portion of notes payable (Note 7)6,132
TOTAL CURRENT LIABILITIES 714,588
NONCURRENT LIABILITIES
Client and tenant deposits 20,670
Operating lease obligations, noncurrent (Note 11)290,458
Notes payable, noncurrent (Note 7)1,414,212
TOTAL NONCURRENT LIABILITIES 1,725,340
TOTAL LIABILITIES 2,439,928
COMMITMENTS & CONTINGENCIES (Note 12)
NET ASSETS
Without donor restrictions 3,304,980
With donor restrictions (Note 9)3,026,851
TOTAL NET ASSETS 6,331,831
TOTAL LIABILITIES AND NET ASSETS $8,771,759
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
CONSOLIDATED STATEMENT OF FINANCIAL POSITION
June 30, 2023
See accompanying independent auditors' report and notes to the financial statements
4March 25, 2025 Item #12 Page 348 of 578
Without Donor With Donor
Restrictions Restrictions Total
SUPPORT AND REVENUE
Contributions $ 1,554,133 $ 2,883,691 $ 4,437,824
Contributed nonfinancial assets (Note 8)902,096 69,571 971,667
Government grants (Note 1)2,517,989 904,771 3,422,760
Resale shop sales, net $1,113,376
cost of sales of donated goods 1,118,143 - 1,118,143
Special events, net direct expenses of $31,716 173,695 - 173,695
Rental income (Note 11)120,123 - 120,123
Program services 6,665 - 6,665
Investment return (loss)(633) - (633)
Interest income 4,269 - 4,269
Other income 3,244 - 3,244
Net assets released from restrictions,
satisfaction of program restrictions (Note 9)1,635,841 (1,635,841) -
TOTAL SUPPORT AND REVENUE 8,035,565 2,222,192 10,257,757
EXPENSES
Program services
Social services 1,410,162 - 1,410,162
Domestic violence & emergency shelter 3,119,148 - 3,119,148
Resale stores 926,042 - 926,042
Supporting services
Management and general 1,685,267 - 1,685,267
Fundraising 814,618 - 814,618
TOTAL EXPENSES 7,955,237 - 7,955,237
INCREASE IN NET ASSETS 80,328 2,222,192 2,302,520
NET ASSETS AT BEGINNING OF YEAR
AS PREVIOUSLY STATED 3,148,419 880,892 4,029,311
RECLASSIFICATION (Note 14) 76,233 (76,233) -
NET ASSETS AT BEGINNING OF YEAR
AS RESTATED 3,224,652 804,659 4,029,311
NET ASSETS AT END OF YEAR $3,304,980 $3,026,851 $6,331,831
For the Year Ended June 30, 2023
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
CONSOLIDATED STATEMENT OF ACTIVITIES
See accompanying independent auditors' report and notes to the financial statements
5March 25, 2025 Item #12 Page 349 of 578
So
c
i
a
l
Se
r
v
i
c
e
s
Do
m
e
s
t
i
c
Vi
o
l
e
n
c
e
&
Em
e
r
g
e
n
c
y
Sh
e
l
t
e
r
R
e
s
a
l
e
S
t
o
r
e
s
To
t
a
l
P
r
o
g
r
a
m
Se
r
v
i
c
e
s
Ma
n
a
g
e
m
e
n
t
an
d
g
e
n
e
r
a
l
F
u
n
d
r
a
i
s
i
n
g
To
t
a
l
Su
p
p
o
r
t
i
n
g
Se
r
v
i
c
e
s
To
t
a
l
Sa
l
a
r
i
e
s
a
n
d
w
a
g
e
s
$
6
0
1
,
0
5
7
$
1,
0
8
6
,
1
4
6
$
3
8
2
,
8
4
5
$
2
,
0
7
0
,
0
4
8
$
8
3
0
,
7
1
9
$
4
6
3
,
8
8
6
$
1
,
2
9
4
,
6
0
5
$
3
,
3
6
4
,
6
5
3
Em
p
l
o
y
e
e
b
e
n
e
f
i
t
s
51
,
0
2
0
11
6
,
7
3
2
53
,
4
7
3
22
1
,
2
2
5
13
8
,
9
7
4
53
,
1
6
8
19
2
,
1
4
2
41
3
,
3
6
7
Pa
y
r
o
l
l
t
a
x
e
s
44
,
7
0
9
80
,
8
3
4
29
,
2
3
0
15
4
,
7
7
3
63
,
5
6
1
34
,
0
5
6
97
,
6
1
7
25
2
,
3
9
0
Pr
o
f
e
s
s
i
o
n
a
l
f
e
e
s
4,
5
8
3
33
,
9
6
1
7,
9
1
3
46
,
4
5
7
18
5
,
2
2
5
14
1
,
2
7
0
32
6
,
4
9
5
37
2
,
9
5
2
Ad
v
e
r
t
i
s
i
n
g
12
7
27
1
-
39
8
37
,
5
1
1
32
,
0
9
9
69
,
6
1
0
70
,
0
0
8
Of
f
i
c
e
e
x
p
e
n
s
e
s
8,
5
2
2
25
,
4
0
3
35
,
1
7
9
69
,
1
0
4
72
,
3
8
6
21
,
8
0
4
94
,
1
9
0
16
3
,
2
9
4
In
f
o
r
m
a
t
i
o
n
t
e
c
h
n
o
l
o
g
y
12
,
1
5
8
34
,
7
2
9
-
46
,
8
8
7
24
,
8
3
4
21
,
4
5
0
46
,
2
8
4
93
,
1
7
1
Oc
c
u
p
a
n
c
y
29
,
9
0
6
14
2
,
1
3
0
39
8
,
4
8
2
57
0
,
5
1
8
10
5
,
2
1
0
12
,
2
8
8
11
7
,
4
9
8
68
8
,
0
1
6
Tr
a
v
e
l
2,
4
9
4
6,
1
0
4
-
8,
5
9
8
9,
4
4
5
35
4
9,
7
9
9
18
,
3
9
7
In
t
e
r
e
s
t
e
x
p
e
n
s
e
-
-
-
-
64
,
5
5
5
76
4
65
,
3
1
9
65
,
3
1
9
De
p
r
e
c
i
a
t
i
o
n
12
,
7
6
8
77
,
9
2
2
16
,
8
9
5
10
7
,
5
8
5
29
,
5
9
2
2,
0
3
2
31
,
6
2
4
13
9
,
2
0
9
In
s
u
r
a
n
c
e
-
-
-
-
74
,
8
5
7
-
74
,
8
5
7
74
,
8
5
7
Po
s
t
a
g
e
a
n
d
s
h
i
p
p
i
n
g
27
0
38
4
-
65
4
1,
4
3
8
1,
7
7
3
3,
2
1
1
3,
8
6
5
Di
r
e
c
t
p
r
o
g
r
a
m
e
x
p
e
n
s
e
62
4
,
0
2
8
1,
4
7
5
,
2
7
6
-
2
,
0
9
9
,
3
0
4
2
65
0
65
2
2,
0
9
9
,
9
5
6
Fu
n
d
r
a
i
s
i
n
g
e
x
p
e
n
s
e
10
3
-
-
10
3
1,
3
4
5
24
,
6
5
5
26
,
0
0
0
26
,
1
0
3
Au
t
o
e
x
p
e
n
s
e
66
18
,
2
5
4
-
18
,
3
2
0
4,
1
2
9
50
0
4,
6
2
9
22
,
9
4
9
St
a
f
f
a
n
d
b
o
a
r
d
d
e
v
e
l
o
p
m
e
n
t
15
,
2
2
4
13
,
9
4
9
17
8
29
,
3
5
1
40
,
8
9
4
3,
8
6
9
44
,
7
6
3
74
,
1
1
4
Mi
s
c
e
l
l
a
n
e
o
u
s
3,
1
2
7
7,
0
5
3
1,
8
4
7
12
,
0
2
7
59
0
-
59
0
12
,
6
1
7
$
1,
4
1
0
,
1
6
2
$
3,
1
1
9
,
1
4
8
$
92
6
,
0
4
2
$
5,
4
5
5
,
3
5
2
$
1,
6
8
5
,
2
6
7
$
81
4
,
6
1
8
$
2,
4
9
9
,
8
8
5
$
7,
9
5
5
,
2
3
7
CO
M
M
U
N
I
T
Y
R
E
S
O
U
R
C
E
C
E
N
T
E
R
A
N
D
S
U
B
S
I
D
I
A
R
Y
CO
N
S
O
L
I
D
A
T
E
D
S
T
A
T
E
M
E
N
T
O
F
F
U
N
C
T
I
O
N
A
L
E
X
P
E
N
S
E
S
Fo
r
t
h
e
Y
e
a
r
E
n
d
e
d
J
u
n
e
3
0
,
2
0
2
3
Pr
o
g
r
a
m
S
e
r
v
i
c
e
s
Su
p
p
o
r
t
i
n
g
S
e
r
v
i
c
e
s
Se
e
a
c
c
o
m
p
a
n
y
i
n
g
i
n
d
e
p
e
n
d
e
n
t
a
u
d
i
t
o
r
s
'
r
e
p
o
r
t
a
n
d
n
o
t
e
s
t
o
t
h
e
f
i
n
a
n
c
i
a
l
s
t
a
t
e
m
e
n
t
s
6
March 25, 2025 Item #12 Page 350 of 578
2023
CASH FLOWS FROM OPERATING ACTIVITIES
Change in net assets $ 2,302,520
Adjustments to reconcile change in net assets to net cash provided
by operating activities:
Depreciation 139,209
Contributed securities (60,936)
Proceeds from sale of contributed securities 60,303
Unrealized loss on contributed securities 179
Realized loss on contributed securities 454
Donated resale inventory (2,266)
Non-cash lease expense 10,463
(Increase) decrease in operating assets:
Grants and contributions receivables (1,074,710)
Prepaid expenses and other assets (1,845)
Increase (decrease) in operating liabilities:
Accounts payable 25,954
Accrued expenses 43,311
Prepaid rent from tenants (1,050)
Deferred revenue (26,388)
Client and tenant deposits (744)
CASH PROVIDED BY OPERATING ACTIVITIES 1,414,454
CASH FLOWS FROM INVESTING ACTIVITIES
Purchase of property and equipment (241,823)
CASH PROVIDED (USED) BY INVESTING ACTIVITIES (241,823)
CASH FLOWS FROM FINANCING ACTIVITIES
Payments on notes payable (75,736)
CASH PROVIDED (USED) BY FINANCING ACTIVITIES (75,736)
NET INCREASE IN CASH AND CASH EQUIVALENTS 1,096,895
CASH AND CASH EQUIVALENTS AT BEGINNING OF YEAR 1,384,865
CASH AND CASH EQUIVALENTS AT END OF YEAR $2,481,760
SUPPLEMENTAL DISCLOSURE OF CASH FLOW INFORMATION
Interest paid $ 64,579
SUPPLEMENTAL DISCLOSURE OF NON-CASH FLOW INFORMATION
operating lease obligations in the amount of $885,341.
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
CONSOLIDATED STATEMENT OF CASH FLOWS
For the Year Ended June 30, 2023
During the year ended June 30, 2023, the Organization capitalized right-of-use assets in exchange for
See accompanying independent auditors' report and notes to the financial statements
7March 25, 2025 Item #12 Page 351 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
8
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Nature of Activities
Community Resource Center (“CRC”) was organized as a California Nonprofit Public Benefit Corporation in 1979 to
provide emergency assistance, housing stability and food to low-income individuals and families who
are experiencing homelessness or at imminent risk of homelessness, including domestic violence survivors. CRC is
the primary provider of social services and domestic violence programs in coastal North County San Diego, serving
more than 6,400 people each year without regard to race, religion, gender identity, sexual orientation, ethnicity, age
or immigration status.
CRC’s mission - to help our neighbors create paths to healthy food, stable homes and safe relationships - is supported
by donor contributions, private and government grants as well as the net proceeds from resale stores and events.
The following is a brief description of CRC’s programs:
Social Services
CRC assists individuals and households experiencing homelessness, or are at risk of homelessness, with
housing, rental assistance, financial education, resources and individualized support.
CRC case managers assist individuals and households experiencing homelessness, or are at risk of
homelessness, with housing, resources, rental assistance, financial education and individualized support.
Each individual and family walk a unique path to self-sufficiency, and CRC supports them along the way.
Comprehensive, wraparound services provided during case management include:
Homelessness Prevention and Intervention: Seasonal shelter and emergency housing assistance,
Rapid Re-housing, deposit/ rental assistance
Stabilization Services: Benefits enrollment assistance, transportation assistance, employment
readiness resources, financial literacy training, budgeting
Health & Well-being Programs: Food assistance, CalFresh and Medi-Cal Benefits applications
Holiday Baskets
What began as a delivery of a food basket and a few gifts to 25 families, has grown to serving thousands of
community members in low-income households with the help of dedicated volunteers. Households receive
nonperishable food, fresh produce, a blanket and family presents, while gift bags are delivered to seniors in
their homes. The food and basic household supplies provide a life-saving bridge during the holidays,
so scarce dollars may be spent on other needs such as rent, utilities or transportation, while the gifts help
children receive a wonderful holiday experience.
Food & Nutrition
CRC’s Food & Nutrition Center provides participants with free nutritious fresh food – produce, meat and
dairy – along with non-perishable food and personal hygiene items (including diapers). This food allows
scarce dollars to be spent on other needs such as rent, utilities or transportation.
March 25, 2025 Item #12 Page 352 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
9
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Nature of Activities (continued)
Domestic Violence Prevention and Intervention
At CRC, families and individuals escaping domestic violence find safety and healing through our wraparound
services, which include:
Emergency Hotline
Carol’s House Emergency Shelter
Transitional Housing
Case Management
Therapeutic Children’s Center, providing therapeutic services specifically for children to help them to
effectively cope with the traumatic effects of domestic violence.
Legal Advocacy
Counseling, offering individual counseling sessions, weekly group therapy sessions for mothers and
for children, and family counseling.
Prevention Education, presentations and trainings for area colleges and schools, including education
on healthy relationships and teen relationship violence prevention, as well as a comprehensive 40-
hour domestic violence advocate training.
CRC’s 2023 Impact (calendar year)*
1,996 unduplicated participants made 14,936 visits to the Food and Nutrition Center, which collected
and distributed 505,066 pounds of food.
1,050 individuals participated in the Holiday Baskets program (home delivery for seniors) for low-
income households, including 350 children and 258 seniors.
Social Services provided case management to 228 unduplicated individuals during 3,283 sessions,
assisted 111 benefit applicants and successfully placed more than 78 households (80 individuals) in
safe housing – shelter, transitional housing and permanent housing.
2,914 sessions were provided by our professional counselors, offering empathic, compassionate and
solution-oriented counseling.
317 individuals found safe housing through our intervention programs, domestic violence shelter and
transitional housing units.
119 domestic violence (DV) survivors and children found shelter and assistance, the DV Hotline
responded to 3,342 calls, and 100% of families in transitional housing moved to permanent housing.
CRC provided domestic violence prevention education throughout the community to more than 474
high school students.
*unaudited
660 Encinitas, LLC is a single member LLC owned by Community Resource Center and was formed in 2021. The
purpose of 660 Encinitas, LLC is to serve as a holding entity for property located at 660 2nd Street.
Basis of Consolidation
The consolidated financial statements include Community Resource Center and 660 Encinitas, LLC (collectively, the
“Organization”). All significant intercompany balances and transactions have been eliminated in consolidation.
March 25, 2025 Item #12 Page 353 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
10
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Consolidated Financial Statement Presentation
The consolidated financial statements of the Organization have been prepared on the accrual basis in accordance
with accounting principles generally accepted in the United States of America. The consolidated financial statements
are presented in accordance with Financial Accounting Standards Board (FASB) Accounting Standards Codification
(ASC) 958 dated August 2016, and the provisions of the American Institute of Certified Public Accountants (AICPA)
“Audit and Accounting Guide for Not-for-Profit Organizations” (the “Guide”).
Under the provisions of the Guide, net assets and revenues, and gains and losses are classified based on the
existence or absence of donor-imposed restrictions. Accordingly, the net assets of the Organization and changes
therein are classified as follows:
Net assets without donor restrictions: Net assets that are not subject to donor-imposed restrictions and
may be expended for any purpose in performing the primary objectives of the Organization. The
Organization’s board may designate assets without restrictions for specific operational purposes from
time to time.
Net assets with donor restrictions: Net assets subject to stipulations imposed by donors, and grantors.
Some donor restrictions are temporary in nature; those restrictions will be met by actions of the
Organization or by the passage of time. Other donor restrictions may be perpetual in nature, where by
the donor has stipulated the funds be maintained in perpetuity.
Donor restricted contributions are reported as increases in net assets with donor restrictions. When a
restriction expires, net assets are reclassified from net assets with donor restrictions to net assets without
donor restrictions in the statements of activities.
Measure of Operations
The consolidated statement of activities reports all changes in net assets, including changes in net assets from
operating and nonoperating activities. Operating activities consist of those items attributable to the Organization’s
ongoing services and interest earned. Nonoperating activities are limited to resources that generate return from other
activities considered to be of a more unusual or nonrecurring nature.
Use of Estimates
The preparation of financial statements in conformity with accounting principles generally accepted in the United
States of America requires management to make estimates and assumptions that affect the reported amounts of
assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the
reported amounts of revenues and expenses during the reporting periods. Actual results could differ from those
estimates.
Fair Value Measurement
Fair value is defined as the exchange price that would be received for an asset or paid for a liability in the principal
or most advantageous market. The Organization applies fair value measurement to assets and liabilities that are
required to be recorded at fair value under generally accepted accounting principles.
FASB ASC 820 establishes a three-tier hierarchy which requires an entity to maximize the use of observable inputs
and minimize the use of unobservable inputs and to establish the classification of fair value measurement for
disclosure purposes. Inputs refer broadly to the assumptions that market participants would use in pricing the asset
or liability developed based on market date obtained from sources independent of the reporting entity.
March 25, 2025 Item #12 Page 354 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
11
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Fair Value Measurement (continued)
Unobservable inputs are inputs that reflect the reporting entity’s own assumptions about the assumptions market
participants would use in pricing the asset or liability developed based on the best information available.
The standard describes three-tier hierarchy of inputs that may be used to measure fair value:
Level 1 - Inputs to the valuation methodology are quoted prices (unadjusted) for identical assets or liabilities
in active markets.
Level 2 - Inputs to the valuation methodology include quoted prices for similar assets or liabilities in active
markets, and inputs that are observable for the asset or liability, either directly or indirectly, for substantially
the same term of the financial instrument.
Level 3 - Inputs to the valuation methodology are unobservable and significant to the fair value measurement.
A financial instrument’s categorization within the valuation hierarchy is based upon the lowest level of input that is
significant to the fair value measurement.
Due to the short-term nature of cash, receivables, other assets, accounts payable and accrued expenses, fair value
approximates carrying value.
Accounting Pronouncements Recently Adopted
Topic 842
In February 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU)
2016-02, Leases (Topic 842), regarding accounting for leases. The standard aims to increase transparency and
comparability among organizations by recognizing lease assets and lease liabilities on the statement of financial
position and disclosing key information about leasing arrangements.
The Organization determines if an arrangement contains a lease at inception. Operating leases as a lessee are
included in right-of-use assets and lease obligations in the accompanying statement of financial position. Right-of
use assets represent the Organization’s right to use an underlying asset for the lease term.
Lease obligations represent the Organization’s liability to make lease payments arising from the lease. Operating
lease obligations are recognized at the commencement date based on the present value of lease payments over the
lease term discounted using an appropriate discount rate. Operating right-of-use assets are recognized at the
commencement date as the lease obligation adjusted for initial direct costs, lease incentives received, and lease
payments made to the lessor at or before the commencement date.
ASC 842-20-30-2 provides a practical expedient for nonpublic business entities, which allows a lessee to use a risk-
free rate for a period comparable to the lease term. Since a risk-free rate is lower than an incremental borrowing rate
for a specific entity, it will result in a higher lease liability and right-of-use asset. Use of a risk-free rate is an accounting
policy election and was originally required to be applied consistently for all leases upon election. In November 2021,
the FASB issued ASU 2021-09. ASU 2021-09 permits nonpublic business entity lessees to apply this election to
leases by class of underlying asset, rather than to all leases. The Organization uses the rate implicit in the lease
when it is readily determinable.
The value of an option to extend or terminate a lease is reflected to the extent it is reasonably certain that
management will exercise that option. Lease expense for lease payments is recognized on a straight-line basis over
the lease term.
March 25, 2025 Item #12 Page 355 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
12
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Accounting Pronouncements Recently Adopted (continued)
Topic 842 (continued)
Leases with an initial term of twelve months or less are not recorded on the statement of financial position as a lease
obligation and right-of-use asset, rather the related lease expense is recognized on a straight-line basis over the
lease term. For lease agreements entered into or modified after the adoption of ASU 2016-02 lease and non-lease
components are combined.
The Organization is not required to reassess the following:
Whether any expired or existing contracts are or contain leases
The lease classification for any expired or existing leases
Initial direct costs for any existing leases
The Organization elected the package of practical expedients as permitted under the transition guidance within the
new standard which allows for the carryforward of a historical lease classification. Additionally, under Topic 842, the
Organization has elected to implement the certain practical expedients as follows:
The accounting policy election, by class of underlying asset, to adopt the practical expedient under Topic 842
to not separate lease and non-lease components from all classes of right-of-use (ROU) assets.
The short-term lease exception in which lessees may elect to not apply the lease accounting guidance for
short-term leases. A short-term lease is a lease that, at the commencement date, has a lease term of twelve
months or less and does not include an option to purchase the underlying asset that the lessee is reasonably
certain to exercise.
In the event that the rate implicit in the lease is not determinable, the Organization uses the risk-free discount
rate, instead of the incremental borrowing rate based on the information available at the commencement
date in determining the present value of lease payments or the implicit rate when readily determinable.
As lessee, the Organization recognizes payments for certain leases as expense when incurred including short-term
leases with a lease term of 12 months or less and leases with future lease payments less than $2,500. As lessor, the
Organization recognizes operating lease revenue on a straight-line basis over the lease term.
The Organization adopted ASU 2016-02 effective July 1, 2022, under the short-term lease exception practical
expedient, therefore, the Organization did not apply the lease accounting guidance on short-term leases. See Leases
within Note 1 for additional disclosures.
Topic 832
In October 2021, the FASB Issued ASU 2021-10 Government Assistance (Topic 832): Disclosures by Business
Entities about Government Assistance, which aims to provide increased transparency by requiring business entities
to disclose information about certain types of government assistance they receive in the notes to the financial
statements. The disclosure requirements in ASC 832 only apply to transactions with a government that are accounted
for by analogizing to either a grant model (for example, in International Accounting Standard (IAS) 20, Accounting for
Government Grants and Disclosure of Government Assistance), or a contribution model (for example, in ASC 958-
605, Not-for-Profit Entities – Revenue Recognition). ASC 832 requires the following disclosures about government
assistance transactions in the notes to the annual financial statements:
Information about the nature of the transactions, including a general description and the form (cash or
other assets, for example) in which the assistance has been received.
The accounting policies used to account for the transactions.
Line items on the statement of financial position and statement of activities affected by the transactions
and the amounts applicable to each financial statement line item in the current reporting period.
March 25, 2025 Item #12 Page 356 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
13
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Accounting Pronouncements Recently Adopted (continued)
Topic 832 (continued)
Entities are required to provide the new disclosures prospectively for all transactions with a government entity that
are accounted for under either a grant or a contribution accounting model and are reflected in the financial statements
at the date of initially applying the new amendments, and to new transactions entered into after that date.
Retrospective application of the guidance is permitted. The guidance in ASU 2021-10 is effective for financial
statements of all entities, including private companies, for annual periods beginning after December 15, 2021, with
early application permitted.
The Organization adopted ASU 2021-10 effective July 1, 2022. The adoption did not have a significant impact on the
financial statements for the year ended June 30, 2023, however, did result in enhanced disclosures. See Government
Grants in Note 1 for additional disclosures.
The Organization has reviewed other recent accounting pronouncements issued through March 26, 2024, and
concluding they are not applicable.
Cash Equivalents
Cash equivalents include money market funds which can be liquidated on a daily basis.
Accounts and Grants Receivables
Accounts and grants receivables arise in the normal course of business. It is the policy of management to review the
receivables at year-end, as well as any bad debt write-offs experienced in the past, and establish an allowance for
doubtful accounts for uncollectible amounts.
Bad debt is recognized on the allowance method based on historical experience and management’s evaluation of
outstanding receivables. No allowance for doubtful accounts and grants receivables was considered necessary for
the year ended June 30, 2023, as management determined all receivables were collectable.
Contributions Receivables
Contributions receivables represent unconditional promises to give and are reported at fair value by discounting the
expected future contribution payments at the statement of financial position date. Contributions extending beyond
one year are discounted to recognize the present value of the future cash flows. In subsequent years, this discount
is recorded as additional contribution revenue in accordance with donor-imposed restrictions, if any.
In addition, contributions are recorded net of an allowance. The allowance for uncollectible contributions is determined
by management. Changes in the fair value of contributions receivable are reported in the statement of activities as
contribution revenue except for changes in the allowance which are reported as program expenses at each
subsequent reporting date. No allowance for uncollectible contributions was considered necessary for the year ended
June 30, 2023.
Resale Shop Inventory
The resale shop inventory consists of items that have been donated by individuals in the community. Because many
of the donations are used items, the value of donations is not readily determinable until such items are sold. Sales
on donated items are recorded at the point of sale. Valuable donated items, such as jewelry or artwork, with a readily
determinable fair market value are recorded at their appraised value or the value based on prices of identical or
similar assets in the marketplace.
March 25, 2025 Item #12 Page 357 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
14
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Property and Equipment
The Organization capitalizes all expenditures in excess of $2,500 for property and equipment at cost, while donations
of property and equipment are recorded at their estimated fair values. Such donations are reported as without donor
restriction unless the donor has restricted the donated asset to a specific purpose. Assets donated with explicit
restrictions regarding their use and contributions of cash that must be used to acquire property and equipment are
reported as with donor restriction.
Absent donor stipulations regarding how long those donated assets must be maintained, the Organization reports
expirations of donor restrictions when the donated or acquired assets are placed in service as instructed by the donor.
The Organization reclassifies net assets with donor restriction to net assets without donor restriction at that time.
Property and equipment are depreciated using the straight-line method over the estimated useful asset lives as
follows:
Buildings 31.5 years
Leasehold improvements 5 – 15 years
Furniture and fixtures 3 – 7 years
Automobile 4 years
Software 5 years
Maintenance, repairs and minor renewals are charged to operations as incurred. Upon sale or disposition of property,
the asset account is relieved of the cost and the accumulated depreciation account is charged with depreciation taken
prior to the sale with any resultant gain or loss is credited or charged to earnings.
Impairment of Real Estate
The Organization reviews its investment in real estate for impairment whenever events and changes in circumstances
indicate that the carrying value of such property may not be recoverable. Recoverability is measured by a comparison
of the carrying amount of the real estate to the future net undiscounted net cash flows expected to be generated by
the property and any estimated proceeds from the eventual disposition of the real estate. If the real estate is
considered to be impaired, the impairment to be recognized is measured at the amount by which the carrying amount
of real estate exceeds the fair value of such property. There were no impairment losses recognized for the year ended
June 30, 2023.
Leases
As Lessee
The Organization determines if a contract is considered or contains an embedded lease at inception of the agreement.
Right-of-use (ROU) assets represent the Organization’s right to use an underlying asset for the lease term and lease
liabilities represent the Organization’s obligation to make lease payments arising from the lease. Lease ROU assets
and liabilities are recognized at the lease commencement date based on the present value of lease payments over
the lease term. Leases with an initial term of 12 months or less are not recorded on the statement of financial position.
The Organization recognizes operating lease expense on a straight-line basis over the lease term. The Organization
recognizes payments for certain leases as expense when incurred including short-term leases with a lease term of
12 months or less and leases with future lease payments less than $2,500.
Topic 842 requires that a lessee discounts its lease payments using the rate implicit in the lease when that rate is
readily determinable. In the event a lease does not provide an implicit interest rate, the Organization estimates
incremental borrowing rates based on the information available at the commencement date in determining the present
value of lease payments.
March 25, 2025 Item #12 Page 358 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
15
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Leases (continued)
As Lessee (continued)
In accordance with ASC 842-20-30-3, a lessee that is not a public business entity is permitted to use a risk-free
discount rate for the lease instead of its incremental borrowing rate, determined using a period comparable with that
of the lease term, as an accounting policy election made by class of the underlying asset. In the event that the implicit
rate is readily determinable, the Organization uses the implicit rate. Lease terms include the effect of options to
extend or terminate the lease when it is reasonably certain that the Organization will exercise that option. Operating
lease expense is recognized on a straight-line basis over the lease term.
As a lessee, the Organization accounts for the lease and non-lease components as a single lease component. A
lessee’s discount rate directly affects lease classification and the measurement of a lessee’s lease liability and
corresponding right-of-use asset. In an operating lease, the discount rate does not affect the statement of activities
because lease payments are recognized on a straight-line basis over the lease term.
In a finance lease, the discount rate does not affect total cost over the lease term. However, the discount rate affects
the amounts recognized as interest and amortization and the timing of that recognition, which affects the statement
of activities. The Organization determined the discount date for existing operating leases as of July 1, 2022, the
application date of the guidance under Topic 842, and afterwards the Organization determines the discount rate at
the commencement date of the lease. The Organization subsequently updates that discount rate only upon the
occurrence of a lease modification not accounted for as a separate contract and certain types of remeasurement
events (for example, changes in the lease term or the assessment of a lessee purchase option).
Finance lease assets (previously referred to as a capital lease before the adoption of ASU 2016-02) are depreciated
on a straight-line basis over the lease term, and are included within property, plant and equipment, net of accumulated
depreciation on the statement of financial position. When the rate implicit in the lease is not determinable, interest
expense associated with finance leases are recorded based on the incremental borrowing rate. For the year ended
June 30, 2023, the Organization had no finance lease obligations.
As Lessor
The Organization rents its property located at 660 2nd Street under various month-to-month and non-cancellable
operating leases. The Organization recognizes operating lease revenue on a straight-line basis over the lease term.
Lease receivables are included in revenue on an accrual basis. Prepaid rent from tenants consists of funds received
in advance.
Additional disclosures related to leases under Topic 842 are included in Note 11.
Compensated Absences
Vested and accumulated personal time off (PTO) is recorded as an expense and liability as benefits accrue to
employees. The accrued PTO liability totaled $170,930 as of June 30, 2023, and is included in accrued expenses in
the consolidated statement of financial position.
Revenue Recognition
Government Grants
The Organization receives funding from government grants and contracts. These grants and contracts provide
funding to be used for purposes indicated in the grant agreements. As the government is not receiving a benefit as
a result of these transactions, the grants and contracts are considered to be contributions to the Organization. The
grant and contract agreements may also contain spending requirements.
March 25, 2025 Item #12 Page 359 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
16
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Revenue Recognition (continued)
Government Grants (continued)
As these stipulations create a barrier that must be achieved, government grants and contracts are considered
conditional contributions until such time as the barriers are overcome. Contributions from these grant and contract
agreements are therefore recognized as revenue when costs are incurred as required by the agreements.
Until the financial information required by the funding sources is accepted, costs billed for program services under
cost reimbursement contracts are subject to review and possible disallowance. In management’s opinion, the
potential for material disallowances is remote and, therefore, is not a barrier that would prevent the recognition of
revenue.
Government Grants consist of the following for the year ended June 30:
2023
Federal $ 2,173,824
City and County 872,768
State 376,168
Total Government Grants $ 3,422,760
Contributions and Support
Contributions are recognized when the donor makes a promise to give to the Organization that is in substance,
unconditional. Contributions that are restricted by the donor are reported as increases in net assets without donor
restrictions if the restrictions expire in the fiscal year in which the contributions are recognized. All other donor
restricted contributions are reported as increases in net assets with donor restrictions, depending on the nature of
the restrictions. When a restriction expires, net assets with donor restrictions are reclassified to net assets without
donor restrictions. Contributions to be received in future periods are discounted at an appropriate discount rate.
Amortization of discounts is recorded as additional contribution revenue in accordance with donor-imposed
restrictions, if any, on the contributions.
Special Events
Special event revenues received are not recognized until the revenue is earned, which is at the time of the event or
when the services are provided, and the Organization does not believe it is required to provide additional goods or
services to fulfill its related performance obligation. The recognition of revenue is conditional on the event taking
place, as this is the point in time when the performance obligation of hosting the event occurs.
The Organization records special event revenue equal to contribution revenue less the cost of direct benefits to
donors which is included in special event revenue on the statement of activities and changes in net assets.
Other Revenue
Revenue from resale store sales is recognized at a point in time when the transaction occurs. Rental income is
recognized in the month earned. Advance receipts of rental income are deferred and classified as liabilities until
earned.
March 25, 2025 Item #12 Page 360 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
17
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Revenue Recognition (continued)
Contributed Nonfinancial Assets
Contributed nonfinancial assets (in-kind) are recorded as support in the statements of activities. Such contributions
are reported as support without donor restrictions unless the donor has restricted the donated asset to a specific
purpose. The Organization’s policy is to use contributed nonfinancial assets for programmatic or other purposes
unless the assets have no utility consistent with the Organization’s mission. In those instances, the assets would be
monetized. See Note 8 for additional disclosures.
Contributed Services
The Organization utilizes the services of volunteers throughout the year that perform a variety of tasks that assist the
Organization with various programs. This contribution of services by the volunteers is not recognized in the financial
statements unless the services received (a) create or enhance nonfinancial assets or (b) require specialized skills
which are provided by individuals possessing those skills and would typically need to be purchased if not provided
by donation. Such services do not meet the criteria for recognition as a contribution and are not reflected in the
financial statements.
Functional Expenses
The consolidated financial statements report certain categories of expenses that are attributable to more than one
program or supporting function. Expenses are either direct costs attributable to each program, or an expense may
require allocation on a reasonable basis that is consistently applied. The expenses that are allocated include salaries
and wages, benefits, payroll taxes, insurance and depreciation, which are allocated on the basis of estimates of time
and effort, as well as occupancy, which is allocated on a square-footage basis.
Income Taxes
Community Resource Center is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code
and Section 23701(d) of the California Revenue and Taxation Code. The Organization has been determined by the
Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Internal Revenue
Code. Income generated from activities unrelated to the Organization’s exempt purpose is subject to tax under IRC
Section 511. The Organization did not have any material unrelated business income for the year ended June 30,
2023, and therefore, no provision for income taxes has been made.
660 Encinitas, LLC is a single member limited liability company. Under provisions of the Internal Revenue Code, a
single member LLC is considered a disregarded entity for income tax purposes. Accordingly, no provision for income
taxes appears in the consolidated financial statements.
The Organization follows the provision of uncertain tax positions as addressed in FASB ASC 740. The Organization
recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision,
when applicable. The Organization believes that it has taken no significant uncertain tax positions for the year ended
June 30, 2023. Management believes the Organization is no longer subject to income tax examinations by applicable
taxing jurisdictions for the years prior to June 30, 2019.
Advertising
The Organization expenses the cost of advertising as incurred. Advertising expense for the year ended June 30,
2023, was $70,008.
March 25, 2025 Item #12 Page 361 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
18
NOTE 1. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Going Concern Evaluation
Management evaluates whether there are conditions or events that raise substantial doubt about the entity’s ability
to continue as a going concern for a period of one year from the date the consolidated financial statements are
available to be issued.
NOTE 2. AVAILABILITY AND LIQUIDITY
The following represents the Organization’s financial assets as of June 30:
Financial assets as of year-end: 2023
Cash and cash equivalents $ 2,481,760
Grants receivable, current 923,900
Contributions receivable, current 621,152
Total financial assets 4,026,812
Less amounts not available to be used within one year:
Restricted by donor with purpose restrictions 3,026,851
Less restricted contributions receivable (1,263,710)
Debt obligations to be met in less than a year 69,744
Financial assets available to meet general expenditures over
the next twelve months
$
2,193,927
The Organization receives contract payments from federal and non-federal agencies, private grants and
contributions. This money is used to meet cash needs for general expenditures. The Organization manages its
liquidity following two guiding principles: operating within a prudent range of financial soundness and stability and
maintaining adequate liquid assets to fund near-term operating needs. The Organization has a liquidity target to
maintain current financial assets less current liabilities at a minimum of 30 days operating expenses. The Organization
operates with a balanced budget and anticipates collecting sufficient revenue to cover general expenditures not
covered by donor-restricted resources.
The Organization regularly monitors the availability of resources required to meet its operating needs and other
contractual commitments. During the year ended June 30, 2023, the level of liquidity was close to target.
In the event of an unanticipated liquidity need, the Organization could also draw upon its available line of credit up to
$200,000.
NOTE 3. CONCENTRATION OF CREDIT RISK
Financial instruments that potentially subject the Organization to significant concentrations of credit risk consist
principally of cash. The Organization maintains its cash in bank deposit accounts that are insured by the Federal
Deposit Insurance Corporation (FDIC) up to a limit of $250,000 per depositor. As of June 30, 2023, the Organization
exceeded federally insured limits by $2,391,803. Management has not experienced any losses in the past and does
not believe the Organization is exposed to any significant risk.
March 25, 2025 Item #12 Page 362 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
19
NOTE 4. GRANTS AND CONTRIBUTIONS RECEIVABLES
Grants and contributions receivables consist of the following as of June 30:
2023
Contributions receivable $ 1,318,710
California Office of Emergency Management 343,719
City of Carlsbad 116,870
City of Encinitas 33,192
City of Solana Beach 31,150
County of San Diego 46,113
Department of Housing and Urban Development 79,251
SDG&E 250,000
Other 23,605
Total grants and contributions receivables 2,242,610
Less: discount on long term pledge (33,853)
$ 2,208,757
Unconditional promises to give consist of the following as of June 30:
2023
Pledges due in one year or less $ 621,152
Pledges due after one year 697,558
1,318,710
Less: imputed discount (33,853)
Net pledged contributions $ 1,284,857
As of June 30, 2023, contributions receivable consisted of multiple donors, including 2 donors accounting for
approximately 41.3% of total pledges. Amounts due beyond one year have been discounted at a rate of 3.164%. As
of June 30, 2023, grants receivable from 3 grantors accounted for approximately 50.5% of total grants receivable.
NOTE 5. PROPERTY AND EQUIPMENT
Property and equipment consist of the following as of June 30:
2023
Buildings $ 1,839,037
Leasehold improvements 659,022
Furniture and fixtures 90,903
Vehicles 108,075
Computers and software 76,675
Equipment 79,402
Gross fixed assets 2,853,114
Less accumulated depreciation (1,732,070)
1,121,044
Construction in progress 74,514
Land 2,139,937
Fixed assets, net $ 3,335,495
March 25, 2025 Item #12 Page 363 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
20
NOTE 5. PROPERTY AND EQUIPMENT (continued)
Depreciation expense for the year ended June 30, 2023 was $139,209.
NOTE 6. LINE OF CREDIT
The Organization has a line-of-credit with U.S. Bank (the “Bank”) in the amount of $200,000. Interest calculated on
the outstanding principal balance at the Bank’s prime rate plus 1.0% (9.25% as of June 30, 2023). The line-of-credit
is collateralized by investment in real estate.
There was no balance on the line of credit as of June 30, 2023. The line of credit matures December 31, 2024.
NOTE 7. NOTES PAYABLE
Notes payable consists of the following as of June 30:
2023
Note payable to U.S. Bank in the amount of $197,452,
payable in monthly installments of $1,145 including interest
at 4.83% due on October 15, 2025. The note is collateralized
by investment in real estate.
$ 160,344
Note payable to Beach Studio LLC in the amount of
$1,400,000, interest only at 4% payable in monthly
installments of $4,667. The principal balance is due on May
1, 2031. Principal payments not to exceed $70,000 per
calendar year may be prepaid beginning January 1, 2022.
1,260,000
1,420,344
Less current portion (6,132)
$ 1,414,212
Principal payments are due as follows as of June 30, 2023:
Year Ending
June 30,
2024 $ 6,132
2025 6,435
2026 147,777
2027 -
2028 -
Thereafter 1,260,000
$ 1,420,344
March 25, 2025 Item #12 Page 364 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
21
NOTE 8. CONTRIBUTED NONFINANCIAL ASSETS
Revenues from contributions of nonfinancial assets recognized within the statements of activities were as follows for
the year ended June 30:
All gifts were recognized in accordance with donor restrictions, when applicable. The Organization’s general practice
is to monetize contributed stock, depending upon current market conditions within 1-2 days of receipt. The
Organization does not sell the other contributed nonfinancial assets and utilizes in program use.
Clothing and household items are utilized as cost of sales for the resale shop and are included in the statement of
activities netted as resale shop sales and cost of sales of donated goods.
NOTE 9. RESTRICTIONS ON NET ASSETS
Net assets with donor restrictions were available for the following programs or purposes as of June 30:
2023
Capital campaign $ 2,830,252
Dual diagnosis clinician program 44,278
Information technology 20,000
Transitional housing renovations 120,719
Other 11,602
$ 3,026,851
Net assets released from net assets with donor restrictions are as follows for the year ended June 30:
2023
Purpose restriction:
Capital campaign $ 615,966
Dual diagnosis clinician program 5,722
Holiday baskets 95,184
Payroll and staff retention 46,365
Transitional housing renovations 867,276
Other 5,328
$ 1,635,841
2023 Usage in
programs/activities
Donor
imposed
restrictions
Fair value techniques and inputs
Stock contributions $ 27,665 Social services None Fair market value at date of contribution
Stock contributions 33,271 Capital campaign Yes Fair market value at date of contribution
Food 867,056 Social services None Estimates based on wholesale values
Food 36,300 Holiday baskets Yes Estimates based on wholesale values
Clothing and
household items 1,113,376 Resale stores None Estimates based on thrift shop value
Leasehold
improvements 6,725
Management &
general None
Estimates based on current local rates for
similar services
Professional services 650
Management &
general None
Estimates based on current local rates for
similar services.
Total $ 2,085,043
March 25, 2025 Item #12 Page 365 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
22
NOTE 10. TRANSFERS OF ASSETS TO A RECIPIENT ORGANIZATION THAT RAISES OR HOLDS
CONTRIBUTIONS FOR OTHERS
Beneficial Interest in Endowment Funds
The Organization has a beneficial interest in funds held at Rancho Santa Fe Foundation (RSFF). The Organization
has not recorded this asset in the accompanying consolidated financial statements. The Organization irrevocably
transferred $25,000 to the Rancho Santa Fe Foundation (RSFF) on December 29, 2004 to establish the Community
Resource Center Endowment Fund. The Organization granted variance power to RSFF to carry out the purposes of
the fund established by the transfer including but not limited to the power to retain, invest and reinvest the funds in
any manner within the “prudent investor” standard and the power to commingle the assets of the established fund
with those of other funds for investment purposes.
Further, the RSFF was granted the ability to modify any restriction or condition on the distribution of funds for any
specified charitable purpose or to any specified organization if, in the sole discretion of the RSFF Board of Directors,
such restriction or condition becomes unnecessary, incapable of fulfillment, or inconsistent with the charitable needs
of the community or area served. RSFF’s spending policy is to disburse 5% of the value of the fund annually, based
on a historical average value of the fund. The calculation is based on the average value of the fund for twelve quarters
prior to the date of the distribution. Distributions made are used to further the Organization’s mission.
Currently, the value of each fund in the RSFF is determined on December 31st of each year. Administrative costs
are charged annually against the Fund in accordance with the then current fee policy identified by the RSFF. Any
costs to the RSFF in accepting, transferring or managing property donated to the RSFF for the established fund shall
also be paid from the established fund. The Organization did not receive any distributions for the year ended June
30, 2023. The beneficial interest in funds held at Rancho Santa Fe Foundation totaled $87,215, as of June 30, 2023.
NOTE 11. LEASE COMMITMENTS
As discussed in Note 1, the Organization recognizes leases in accordance with ASU 2016-02 (ASC 842) leases.
Leases are classified as either financing or operating. Under ASC 842, lessees are required to recognize right-of-use
assets and lease liabilities on the statement of financial position and provide enhanced disclosures, and lessors are
required to recognize operating lease revenue on a straight-line basis over the lease term.
Operating Leases under ASC 842
As Lessee
The Organization has elected to implement the practical expedient of the short-term lease exception, in which lessees
may elect to not apply the lease accounting guidance for short-term leases. A short-term lease is a lease that, at the
commencement date, has a lease term of twelve months or less and does not include an option to purchase the
underlying asset that the lessee is reasonably certain to exercise.
The Organization leases an administrative office facility under an operating lease agreement through its expiration in
June 2024. The Organization also leases several properties for resale stores under non-cancelable operating lease
agreements through March 2026. Monthly payments for base rent range between $3,626 and $13,225. Straight-line
rent expense on the operating leases excluding real estate taxes, maintenance and other related charges was
$309,295 for the year ended June 30, 2023. Excluding real estate taxes, maintenance and other related charges, the
Organization paid $299,102 on the leases for base rent during the year ended June 30, 2023.
Rent expense for the leases, including short-term leases, real estate taxes, maintenance and other related charges
totaled $446,494, for the year ended June 30, 2023, and is included in occupancy expenses in the statement of
functional expenses.
March 25, 2025 Item #12 Page 366 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
23
NOTE 11. LEASE COMMITMENTS (continued)
Operating Leases under ASC 842 (continued)
As Lessee (continued)
The Organization also leases various office equipment with payments ranging from $270 to $430 per month through
expiration in August 2023. The lease agreements include provisions to charge the Organization additional fees for
overage usage of printer ink and options to new at the end of the lease terms. Lease expense on the office equipment,
including additional usage charges totaled $9,304 for the year ended June 30, 2023, which is included in office
expenses in the statement of functional expenses. Straight-line lease expense on the operating leases excluding
additional usage charges totaled $8,398, for the year ended June 30, 2023. Excluding additional usage charges, the
Organization paid $8,128 on the operating equipment leases for base rent during the year ended June 30, 2023.
The following is an aggregate analysis as of and for the year ended June 30:
2023
Right-of-use assets:
Balance, beginning
Additions
Amortization charged for the year
$
-
885,341
(298,371)
Right-of-use assets, net, ending
Accumulated amortization of right-of-use assets
$
$
586,970
298,371
The following is an aggregate schedule by years of future minimum payments required under the operating leases
(exclusive of real estate taxes, maintenance, additional usage charges, and other related charges) together with their
present value as of June 30, 2023:
Year Ending
June 30,
2024 $ 323,658
2025 225,354
2026 75,729
Total future minimum lease payments 624,741
Less amount representing interest (27,308)
Present value of net minimum lease payments 597,433
Less current portion (306,975)
Long-term operating lease obligations $ 290,458
Aggregate future maturities of operating lease obligations are as follows as of June 30, 2023:
Year Ending
June 30,
2024 $ 306,975
2025 216,174
2026 74,284
Total
$
597,433
March 25, 2025 Item #12 Page 367 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
24
NOTE 11. LEASE COMMITMENTS (continued)
Operating Leases under ASC 842 (continued)
As Lessee (continued)
The weighted-average discount rate for the year ended June 30, 2023 is 2.579%. The weighted-average remaining
lease term as of June 30, 2023 is 25.74 months, or 2.15 years.
As Lessor
As described in Note 1, rents its property located at 660 2nd Street under various month-to-month and non-cancellable
operating leases. The non-cancellable lease agreements include provisions to renew on a month-to-month basis. As
of June 30, 2023, the Organization had no leases receivable. As of June 30, 2023, the Organization had prepaid rent
from tenants in the amount of $1,950. Total lease revenue was $120,123 for the year ended June 30, 2023. Certain
leases may require the tenants to pay utilities on the rental property. When this happens, the amounts for utilities that
the Organization invoices to tenants and pays to third parties are considered variable payments.
Cash receipts from operating leases are classified within cash flows from operating activities on the statement of
cash flows. During the year ended June 30, 2023, total cash proceeds received on the operating leases was
$121,023.
The following is an analysis of the carrying amounts of the underlying assets related to operating leases as of June
30:
2023
Buildings $ 604,210
Gross fixed assets 604,210
Less accumulated depreciation (43,637)
560,573
Land 1,600,000
Leased fixed assets, net $ 2,160,573
The following is an analysis of the maturity of future minimum undiscounted operating lease payments on the non-
cancellable leases as of June 30, 2023:
The following is an analysis of the maturity of future minimum undiscounted operating lease payments on non-
cancellable leases that have not yet commenced as of June 30, 2023:
Year Ending
June 30,
2024 $ 8,800
Year Ending
June 30,
2024 $ 23,978
2025 6,904
$ 30,882
March 25, 2025 Item #12 Page 368 of 578
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS
For the Year Ended June 30, 2023
See accompanying independent auditors’ report
25
NOTE 12. COMMITMENTS AND CONTINGENCIES
Grants and Contracts
The Organization receives revenue from government grants and contracts which are subject to audit. No provision
has been made for any liabilities that may arise from such audits since the amounts, if any, cannot be determined.
Management believes that any liability which may result from these audits is not significant.
Litigation
In addition to commitments and obligations in the ordinary course of business, the Organization is subject to various
claims and potential legal actions or other matters arising out of the normal course of business. When a loss is
considered probable and reasonably estimable, the Organization records a liability in the amount of the estimated
loss.
However, the likelihood of a loss with respect to a particular contingency is often difficult to predict and determining
a meaningful estimate of the loss or a range of loss may not be practicable based on the information available and
the potential effect of future events and decisions by third parties that will determine the ultimate resolution of the
contingency. Moreover, it is not uncommon for such matters to be resolved over many years, during which time
relevant developments and new information must be reevaluated at least quarterly to determine both the likelihood
of potential loss and whether it is possible to reasonably estimate a range of possible loss. When a loss is probable,
but a reasonable estimate cannot be made, disclosure of the proceeding is provided.
As discussed above, development of a meaningful estimate of loss or a range of potential loss is complex when the
outcome is directly dependent on negotiations with or decisions by third parties, such as regulatory agencies, the
court system and other interested parties. Such factors bear directly on whether it is possible to reasonably estimate
a range of potential loss and boundaries of high and low estimates. As of June 30, 2023, the Organization has not
recorded any probable and reasonably estimable losses due to any potential legal actions.
NOTE 13. RETIREMENT PLAN
The Organization participates in a SIMPLE IRA savings plan, which is qualified under the Internal Revenue Code
and covers substantially all employees. Employees are eligible after they have earned $5,000 during any two
preceding years and reasonably expected to earn at $5,000 during the current year. Employees may elect to defer
up to $15,500 of their salaries. The Organization matches 3% of the participant's elective deferrals to the Plan.
Contribution expense for the year ended June 30, 2023 was $47,617.
NOTE 14. RECLASSIFICATIONS
Management discovered net assets with donor restrictions that should have been released in the prior year. A
reclassification was made in the amount of $76,233 from net assets with donor restrictions to net assets without donor
restrictions.
NOTE 15. SUBSEQUENT EVENTS
The Organization has evaluated subsequent events through March 26, 2024, the date which the consolidated
financial statements were available to be issued.
March 25, 2025 Item #12 Page 369 of 578
SUPPLEMENTAL INFORMATION
March 25, 2025 Item #12 Page 370 of 578
Community
Resource 660 Encinitas,
Center LLC Eliminating Consolidated
ASSETS
CURRENT ASSETS
Cash and cash equivalents $ 2,444,746 $ 37,014 $- $ 2,481,760
Grants and contributions receivables 1,545,052 - - 1,545,052
Due from related party 200,123 - (200,123) -
Inventory 64,378 - - 64,378
Prepaid expenses and other assets 55,352 7,188 - 62,540
TOTAL CURRENT ASSETS 4,309,651 44,202 (200,123) 4,153,730
NON CURRENT ASSETS
Contributions receivable, net of discount 663,705 - - 663,705
Deposits 31,859 - - 31,859
Investment in 660 LLC 862,650 - (862,650) -
Property and equipment, net 1,174,922 2,160,573 - 3,335,495
Right-of-use assets, net 586,970 - - 586,970
TOTAL NONCURRENT ASSETS 3,320,106 2,160,573 (862,650) 4,618,029
TOTAL ASSETS $7,629,757 $2,204,775 $(1,062,773) $8,771,759
LIABILITIES AND NET ASSETS
CURRENT LIABILITIES
Accounts payable $ 138,059 $ 633 $- $ 138,692
Accrued expenses 176,810 4,667 - 181,477
Due to related party - 200,123 (200,123) -
Prepaid rent from tenants - 1,950 - 1,950
Deferred revenue 79,362 - - 79,362
Operating lease obligations, current 306,975 - - 306,975
Notes payable, current 6,132 - - 6,132
TOTAL CURRENT LIABILITIES 707,338 207,373 (200,123) 714,588
NONCURRENT LIABILITIES
Client and tenant deposits 11,690 8,980 - 20,670
Operating lease obligations, noncurrent 290,458 - - 290,458
Notes payable, net of current portion 154,212 1,260,000 - 1,414,212
TOTAL NONCURRENT LIABILITIES 456,360 1,268,980 - 1,725,340
TOTAL LIABILITIES 1,163,698 1,476,353 (200,123) 2,439,928
COMMITMENTS & CONTINGENCIES
NET ASSETS
Without donor restrictions 3,439,208 728,422 (862,650) 3,304,980
With donor restrictions 3,026,851 - - 3,026,851
TOTAL NET ASSETS 6,466,059 728,422 (862,650) 6,331,831
TOTAL LIABILITIES AND NET ASSETS $7,629,757 $2,204,775 $(1,062,773) $8,771,759
COMMUNITY RESOURCE CENTER AND SUBSIDIARY
CONSOLIDATING SCHEDULE OF FINANCIAL POSITION
June 30, 2023
See accompanying independent auditors' report and notes to the financial statements
26March 25, 2025 Item #12 Page 371 of 578
66
0
E
n
c
i
n
i
t
a
s
,
LL
C
Wi
t
h
o
u
t
D
o
n
o
r
Wi
t
h
D
o
n
o
r
Wi
t
h
o
u
t
D
o
n
o
r
Wi
t
h
o
u
t
D
o
n
o
r
Wi
t
h
D
o
n
o
r
Re
s
t
r
i
c
t
i
o
n
s
Re
s
t
r
i
c
t
i
o
n
s
To
t
a
l
Re
s
t
r
i
c
t
i
o
n
s
El
i
m
i
n
a
t
i
o
n
s
Re
s
t
r
i
c
t
i
o
n
s
Re
s
t
r
i
c
t
i
o
n
s
To
t
a
l
SU
P
P
O
R
T
A
N
D
R
E
V
E
N
U
E
Co
n
t
r
i
b
u
t
i
o
n
s
$
1,
5
5
4
,
1
3
3
$
2,
8
8
3
,
6
9
1
$
4,
4
3
7
,
8
2
4
$
-
$
-
$
1,
5
5
4
,
1
3
3
$
2,
8
8
3
,
6
9
1
$
4,
4
3
7
,
8
2
4
Co
n
t
r
i
b
u
t
e
d
n
o
n
f
i
n
a
n
c
i
a
l
a
s
s
e
t
s
90
2
,
0
9
6
69
,
5
7
1
97
1
,
6
6
7
-
-
90
2
,
0
9
6
69
,
5
7
1
97
1
,
6
6
7
Go
v
e
r
n
m
e
n
t
g
r
a
n
t
s
2,
5
1
7
,
9
8
9
90
4
,
7
7
1
3,
4
2
2
,
7
6
0
-
-
2,
5
1
7
,
9
8
9
90
4
,
7
7
1
3,
4
2
2
,
7
6
0
Re
s
a
l
e
s
h
o
p
s
a
l
e
s
,
n
e
t
$
1
,
1
1
3
,
3
7
6
co
s
t
o
f
s
a
l
e
s
o
f
d
o
n
a
t
e
d
g
o
o
d
s
1,
1
1
8
,
1
4
3
-
1,
1
1
8
,
1
4
3
-
-
1,
1
1
8
,
1
4
3
-
1,
1
1
8
,
1
4
3
Sp
e
c
i
a
l
e
v
e
n
t
s
,
n
e
t
d
i
r
e
c
t
e
x
p
e
n
s
e
s
o
f
$
3
1
,
7
1
6
17
3
,
6
9
5
-
17
3
,
6
9
5
-
-
17
3
,
6
9
5
-
17
3
,
6
9
5
Re
n
t
a
l
i
n
c
o
m
e
-
-
-
12
0
,
1
2
3
-
12
0
,
1
2
3
-
12
0
,
1
2
3
Pr
o
g
r
a
m
s
e
r
v
i
c
e
s
6,
6
6
5
-
6,
6
6
5
-
-
6,
6
6
5
-
6,
6
6
5
In
v
e
s
t
m
e
n
t
r
e
t
u
r
n
(
l
o
s
s
)
(6
3
3
)
-
(6
3
3
)
-
-
(6
3
3
)
-
(6
3
3
)
In
t
e
r
e
s
t
i
n
c
o
m
e
4,
2
6
9
-
4,
2
6
9
-
-
4,
2
6
9
-
4,
2
6
9
Ot
h
e
r
i
n
c
o
m
e
3,
2
4
4
-
3,
2
4
4
-
-
3,
2
4
4
-
3,
2
4
4
Ne
t
a
s
s
e
t
s
r
e
l
e
a
s
e
d
f
r
o
m
r
e
s
t
r
i
c
t
i
o
n
s
,
sa
t
i
s
f
a
c
t
i
o
n
o
f
p
r
o
g
r
a
m
r
e
s
t
r
i
c
t
i
o
n
s
1,
6
3
5
,
8
4
1
(1
,
6
3
5
,
8
4
1
)
-
-
-
1,
6
3
5
,
8
4
1
(1
,
6
3
5
,
8
4
1
)
-
TO
T
A
L
S
U
P
P
O
R
T
A
N
D
R
E
V
E
N
U
E
7,
9
1
5
,
4
4
2
2,
2
2
2
,
1
9
2
10
,
1
3
7
,
6
3
4
12
0
,
1
2
3
-
8,
0
3
5
,
5
6
5
2,
2
2
2
,
1
9
2
10
,
2
5
7
,
7
5
7
EX
P
E
N
S
E
S
Pr
o
g
r
a
m
s
e
r
v
i
c
e
s
So
c
i
a
l
s
e
r
v
i
c
e
s
1,
4
1
0
,
1
6
2
-
1,
4
1
0
,
1
6
2
-
-
1,
4
1
0
,
1
6
2
-
1,
4
1
0
,
1
6
2
Do
m
e
s
t
i
c
v
i
o
l
e
n
c
e
&
e
m
e
r
g
e
n
c
y
s
h
e
l
t
e
r
3,
1
1
9
,
1
4
8
-
3,
1
1
9
,
1
4
8
-
-
3,
1
1
9
,
1
4
8
-
3,
1
1
9
,
1
4
8
Re
s
a
l
e
s
t
o
r
e
s
92
6
,
0
4
2
-
92
6
,
0
4
2
-
-
92
6
,
0
4
2
-
92
6
,
0
4
2
Su
p
p
o
r
t
i
n
g
s
e
r
v
i
c
e
s
Ma
n
a
g
e
m
e
n
t
a
n
d
g
e
n
e
r
a
l
1,
5
5
9
,
9
0
3
-
1,
5
5
9
,
9
0
3
12
5
,
3
6
4
-
1,
6
8
5
,
2
6
7
-
1,
6
8
5
,
2
6
7
Fu
n
d
r
a
i
s
i
n
g
81
4
,
6
1
8
-
81
4
,
6
1
8
-
-
81
4
,
6
1
8
-
81
4
,
6
1
8
TO
T
A
L
E
X
P
E
N
S
E
S
7,
8
2
9
,
8
7
3
-
7,
8
2
9
,
8
7
3
12
5
,
3
6
4
-
7,
9
5
5
,
2
3
7
-
7,
9
5
5
,
2
3
7
IN
C
R
E
A
S
E
(
D
E
C
R
E
A
S
E
)
I
N
N
E
T
A
S
S
E
T
S
85
,
5
6
9
2,
2
2
2
,
1
9
2
2,
3
0
7
,
7
6
1
(5
,
2
4
1
)
-
80
,
3
2
8
2,
2
2
2
,
1
9
2
2,
3
0
2
,
5
2
0
NE
T
A
S
S
E
T
S
A
T
B
E
G
I
N
N
I
N
G
O
F
Y
E
A
R
AS
P
R
E
V
I
O
U
S
L
Y
S
T
A
T
E
D
3,
2
7
7
,
4
0
6
88
0
,
8
9
2
4,
1
5
8
,
2
9
8
73
3
,
6
6
3
(8
6
2
,
6
5
0
)
3,
1
4
8
,
4
1
9
88
0
,
8
9
2
4,
0
2
9
,
3
1
1
RE
C
L
A
S
S
I
F
I
C
A
T
I
O
N
(
N
o
t
e
1
4
)
76
,
2
3
3
(7
6
,
2
3
3
)
-
-
-
76
,
2
3
3
(7
6
,
2
3
3
)
-
NE
T
A
S
S
E
T
S
A
T
B
E
G
I
N
N
I
N
G
O
F
Y
E
A
R
AS
R
E
S
T
A
T
E
D
3,
3
5
3
,
6
3
9
80
4
,
6
5
9
4,
1
5
8
,
2
9
8
73
3
,
6
6
3
(8
6
2
,
6
5
0
)
3,
2
2
4
,
6
5
2
80
4
,
6
5
9
4,
0
2
9
,
3
1
1
NE
T
A
S
S
E
T
S
A
T
E
N
D
O
F
Y
E
A
R
$
3,
4
3
9
,
2
0
8
$
3,
0
2
6
,
8
5
1
$
6,
4
6
6
,
0
5
9
$
72
8
,
4
2
2
$
(8
6
2
,
6
5
0
)
$
3,
3
0
4
,
9
8
0
$
3,
0
2
6
,
8
5
1
$
6,
3
3
1
,
8
3
1
Co
n
s
o
l
i
d
a
t
e
d
CO
M
M
U
N
I
T
Y
R
E
S
O
U
R
C
E
C
E
N
T
E
R
A
N
D
S
U
B
S
I
D
I
A
R
Y
CO
N
S
O
L
I
D
A
T
I
N
G
S
C
H
E
D
U
L
E
O
F
A
C
T
I
V
I
T
I
E
S
Fo
r
t
h
e
Y
e
a
r
E
n
d
e
d
J
u
n
e
3
0
,
2
0
2
3
Co
m
m
u
n
i
t
y
R
e
s
o
u
r
c
e
C
e
n
t
e
r
Se
e
a
c
c
o
m
p
a
n
y
i
n
g
i
n
d
e
p
e
n
d
e
n
t
a
u
d
i
t
o
r
s
'
r
e
p
o
r
t
a
n
d
n
o
t
e
s
t
o
t
h
e
f
i
n
a
n
c
i
a
l
s
t
a
t
e
m
e
n
t
s
27
March 25, 2025 Item #12 Page 372 of 578
INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL
REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON
AN AUDIT OF FINANCIAL STATEMENTS PERFORMED
IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
To the Board of Directors of
Community Resource Center
We have audited, in accordance with the auditing standards generally accepted in the United States of America and
the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller
General of the United States, the financial statements of Community Resource Center (a California nonprofit
organization), which comprise the statement of financial position as of June 30, 2023, and the related statements of
activities, functional expenses, and cash flows for the year then ended, and the related notes to the financial
statements, and have issued our report thereon dated March 26, 2024.
Report on Internal Control over Financial Reporting
In planning and performing our audit of the financial statements, we considered Community Resource Center’s
internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate
in the circumstances for the purpose of expressing our opinion on the financial statements, but not for the purpose of
expressing an opinion on the effectiveness of Community Resource Center’s internal control. Accordingly, we do not
express an opinion on the effectiveness of Community Resource Center’s internal control.
A deficiency in internal control exists when the design or operation of a control does not allow management or
employees, in the normal course of performing their assigned functions, to prevent, or detect and correct,
misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal
control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will
not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a
combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to
merit attention by those charged with governance.
Our consideration of the internal control was for the limited purpose described in the first paragraph of this section
and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant
deficiencies and therefore, material weaknesses or significant deficiencies may exist that were not identified. Given
these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material
weaknesses. However, material weaknesses or significant deficiencies may exist that were not identified.
Report on Compliance and Other Matters
As part of obtaining reasonable assurance about whether Community Resource Center’s financial statements are
free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations,
contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial
statements. However, providing an opinion on compliance with those provisions was not an objective of our audit,
and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance
or other matters that are required to be reported under Government Auditing Standards.
March 25, 2025 Item #12 Page 373 of 578
Purpose of this Report
The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the
results of that testing, and not to provide an opinion on the effectiveness of Community Resource Center’s internal
control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing
Standards in considering organization’s internal control and compliance. Accordingly, this communication is not
suitable for any other purpose.
Encinitas, California
March 26, 2024
March 25, 2025 Item #12 Page 374 of 578
INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE FOR EACH MAJOR PROGRAM
AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE
To the Board of Directors of
Community Resource Center
Report on Compliance for Each Major Federal Program
Opinion on Each Major Federal Program
We have audited Community Resource Center’s compliance with the types of compliance requirements described in
the OMB Compliance Supplement that could have a direct and material effect on each of Community Resource
Center’s major federal programs for the year ended June 30, 2023. Community Resource Center’s major federal
programs are identified in the summary of auditors’ results section of the accompanying schedule of findings and
questioned costs.
In our opinion, Community Resource Center complied, in all material respects, with the types of compliance
requirements referred to above that could have a direct and material effect on each of its other major federal programs
identified in the summary of auditors’ results section of the accompanying schedule of findings and questioned costs
for the year ended June 30, 2023.
Basis for Opinion on Each Major Federal Program
We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States
of America; the standards applicable to financial audits contained in Government Auditing Standards issued by the
Comptroller General of the United States; and the audit requirements of Title 2 U.S. Code of Federal Regulations
Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards
(Uniform Guidance). Our responsibilities under those standards and the Uniform Guidance are further described in
the Auditors’ Responsibilities for the Audit of Compliance section of our report.
We are required to be independent of Community Resource Center and to meet our other ethical responsibilities, in
accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have
obtained is sufficient and appropriate to provide a basis for our opinion on compliance for each major federal program.
Our audit does not provide a legal determination of Community Resource Center’s compliance with the compliance
requirements referred to above.
Responsibilities of Management for Compliance
Management is responsible for compliance with the requirements referred to above and for the design,
implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes,
regulations, rules, and provisions of contracts or grant agreements applicable to Community Resource Center’s
federal programs.
Auditors’ Responsibilities for the Audit of Compliance
Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance
requirements referred to above occurred, whether due to fraud or error, and express an opinion on Community
Resource Center’s compliance based on our audit. Reasonable assurance is a high level of assurance but is not
absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted
auditing standards, Government Auditing Standards, and the Uniform Guidance will always detect material
noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than
for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the
override of internal control.
March 25, 2025 Item #12 Page 375 of 578
Noncompliance with the compliance requirements referred to above is considered material if there is a substantial
likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the
report on compliance about Community Resource Center’s compliance with the requirements of each major federal
program as a whole.
In performing an audit in accordance with generally accepted auditing standards, Government Auditing Standards,
and the Uniform Guidance, we:
Exercise professional judgment and maintain professional skepticism throughout the audit.
Identify and assess the risks of material noncompliance, whether due to fraud or error, and design and
perform audit procedures responsive to those risks. Such procedures include examining, on a test basis,
evidence regarding Community Resource Center’s compliance with the compliance requirements referred to
above and performing such other procedures as we considered necessary in the circumstances.
Obtain an understanding of Community Resource Center’s internal control over compliance relevant to the
audit in order to design audit procedures that are appropriate in the circumstances and to test and report on
internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of
expressing an opinion on the effectiveness of Community Resource Center’s internal control over
compliance. Accordingly, no such opinion is expressed.
We are required to communicate with those charged with governance regarding, among other matters, the planned
scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over
compliance that we identified during the audit.
Report on Internal Control over Compliance
A deficiency in internal control over compliance exists when the design or operation of a control over compliance
does not allow management or employees, in the normal course of performing their assigned functions, to prevent,
or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis.
A material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal
control over compliance, such that there is a reasonable possibility that material noncompliance with a type of
compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A
significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal
control over compliance with a type of compliance requirement of a federal program that is less severe than a material
weakness in internal control over compliance, yet important enough to merit attention by those charged with
governance.
Our consideration of internal control over compliance was for the limited purpose described in the Auditors’
Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal
control over compliance that might be material weaknesses or significant deficiencies in internal control over
compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over
compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or
significant deficiencies in internal control over compliance may exist that were not identified.
Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over
compliance. Accordingly, no such opinion is expressed.
The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal
control over compliance and the results of that testing based on the requirements of the Uniform Guidance.
Accordingly, this report is not suitable for any other purpose.
Encinitas, California
March 26, 2024
March 25, 2025 Item #12 Page 376 of 578
Federal/Pass-through Grantor and Program Title
Federal
Assistance
Listing No.
Agency or Pass-
through Grantor No.
Subrecipient
Expenditures Expenditures Total
U.S. Department of Justice
Pass-through from California Governor's Office of Emergency Services
Crime Victim Assistance 16.575 AT21 02 8628 $- $ 100,574
Crime Victim Assistance 16.575 AT22 03 8628 - 117,806
Crime Victim Assistance 16.575 DV20 12 8628 - 122,802
Crime Victim Assistance 16.575 DV22 14 8628 - 121,379
Crime Victim Assistance 16.575 XH21 04 8628 - 77,357
Crime Victim Assistance 16.575 XH22 01 8628 - 168,657
Crime Victim Assistance 16.575 XD20 03 8628 - 178,047
Crime Victim Assistance 16.575 XD22 01 8628 - 181,945
Crime Victim Assistance 16.575 UV22 01 8628 - 48,742
Total U.S. Department of Justice $ 1,117,309
U.S. Department of Health and Human Services
Pass-through from California Governor's Office of Emergency Services
Family Violence Prevention and Services/Domestic Violence Shelter
and Supportive Services 93.671 DV22 14 8628 - 117,666
Total U.S. Department of Health and Human Services 117,666
U.S. Department of Housing and Urban Development
Direct Program
Continuum of Care Program 14.267 CA1598L9D012004 - 175,342
Continuum of Care Program 14.267 CA1598L9D012105 - 164,221
Continuum of Care Program - DV Bonus 14.267 CA1793D9D012002 - 130,875
Continuum of Care Program - DV Bonus 14.267 CA1793D9D012103 - 286,570
Pass-through from City of Carlsbad
Community Development Block Grants 14.218 N/A - 47,563
Community Development Block Grant - COVID 19 14.218 N/A - 51,682
Pass-through from City of Encinitas
Community Development Block Grants 14.218 N/A - 22,821
Pass-through from City of Solana Beach
Community Development Block Grant - COVID 19 14.218 566832 - 31,150
Total U.S. Department of Housing and Urban Development 910,224
U.S. Department of Agriculture
Pass-through from California Department of Social Services
State Administrative Matching Grants for the Supplemental Nutrition
Assistance Program 10.561 21-7024 - 28,625
Total U.S. Department of Agriculture 28,625
Total Expenditures of Federal Awards $2,173,824
COMMUNITY RESOURCE CENTER
SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
For the Year Ended June 30, 2023
See independent auditors’ report and notes to schedule of expenditures of federal awards
32March 25, 2025 Item #12 Page 377 of 578
COMMUNITY RESOURCE CENTER
NOTES TO THE SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
Year Ended June 30, 2023
See accompanying independent auditors’ report
33
NOTE 1 – SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
The accounting and reporting policies of the Community Resource Center applied in the presentation of the schedule
of expenditures of federal awards (the “Schedule”) are set forth below:
Single Audit Reporting Entity
The transactions of 660 Encinitas LLC are not reflected in the Schedule.
NOTE 2 – BASIS OF PRESENTATION
The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal award activity of
Community Resource Center under programs of the federal government for the year ended June 30, 2023. The
information in this Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal
Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal
Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of Community
Resource Center it is not intended to and does not present the financial position, changes in net assets, or cash flows
of Community Resource Center.
Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are
recognized following, as applicable, either the cost principles contained in Uniform Guidance wherein certain types
of expenditures are not allowable or are limited as to reimbursement. Pass through entity identifying numbers are
presented where available.
Community Resource Center has elected to use the 10% de minimis cost rate as allowed under Uniform Guidance.
March 25, 2025 Item #12 Page 378 of 578
Section I – Summary of Auditors’ Results
Financial Statements
Type of auditors’ report issued:Unmodified
Internal control over financial reporting:
Significant deficiency(ies) identified?None reported
Material weakness(es) identified?None
Noncompliance material to the financial statements noted? None
Federal Awards
Type of auditors’ report issued on compliance for major programs See table below
Internal control over major programs:
Significant deficiency(ies) identified?None reported
Material weakness(es) identified?None
Any audit findings disclosed that are required to be reported
in accordance with the Uniform Guidance, 2 CFR 200.516(a)?No
Identification of major programs:
Name of Federal Program or Cluster Federal Assistance Listing No.Opinion
Crime Victim Assistance 16.575 Unmodified
Dollar threshold used to distinguish between Type A and Type B programs:750,000$
Auditee qualified as a low-risk auditee under the Uniform Grant Guidance,
2.CFR.200.520?No
Section II – Financial Statement Findings
None reported
Section III – Federal Award Findings
Non reported
COMMUNITY RESOURCE CENTER
SCHEDULE OF FINDINGS AND QUESTIONED COSTS
June 30, 2023
See accompanying independent auditors' report
34March 25, 2025 Item #12 Page 379 of 578
Section IV – Summary of Status of Prior Year Findings
Finding 2022-001 - Financial Reporting
Current Status:
Finding 2022-002 - Federal Awards
Current Status:
The Organization has taken corrective action and corrected the deficiency. The Organization has developed
policies and procedures that improve the SEFA compilation process to ensure that program expenditures
reported on the SEFA are complete and accurate. No similar findings were noted in the June 30, 2023 audit.
Condition:
The Schedule of Expenditures of Federal Awards (SEFA) submitted to auditors for test work was missing
expenditures for a program which was later determined to be part of a major Type A program.
Condition:
COMMUNITY RESOURCE CENTER
SCHEDULE OF FINDINGS AND QUESTIONED COSTS
June 30, 2023
The Organization did not have controls properly implemented to ensure that federal grant revenue was recorded
accurately.
The Organization has taken corrective action and corrected the deficiency. The Organization has improved its
revenue recognition procedures by developing policies to ensure revenue is recognized when federal
expenditures under cost reimbursement contracts are reported when incurred. No similar findings were noted in
the June 30, 2023 audit.
See accompanying independent auditors' report
35March 25, 2025 Item #12 Page 380 of 578
2025 Carlsbad CDBG Executive Summary
Community Resource Center (CRC) will provide Homeless Prevention services and supportive
social services for individuals residing in Carlsbad, including domestic violence (DV) survivors and
their children and victims of crime or abuse. Homeless Prevention assistance is for Carlsbad
households at imminent risk of homelessness - in danger of losing their primary nighttime residence
and lacking the resources or support networks needed to stabilize their housing, prioritizing seniors,
veterans, and families, based on each household’s need. Available assistance includes assessment
to determine utility of Diversion as an initial strategy, rental or utility arrears, late fees, landlord
mediation/advocacy, one- time rental assistance, security or utility deposits, bridge housing motel
vouchers (to bridge gap between housing to housing), employment assistance (transportation), or
assistance with other costs related to household’s ability to prevent homelessness. CRC does not
charge fees to participants for any of the services described.
CRC will assist 25 Carlsbad residents with Homeless Prevention services and supportive social
services, and estimates the annual program cost for direct assistance per client to be in the range
of $1,000 to $3,000, depending on client need. This year, the City provided substantial funds for
homeless intervention (Carlsbad Rapid Rehousing) together with CDBG funds for homeless
prevention. This request will fill a funding gap for homeless prevention assistance and is fully
aligned with the City’s Homeless Action Plan’s strategic priority to develop and maintain the City’s
capacity to prevent and reduce homelessness and its impacts on the community (emphasis
added).
Please see the attached Homeless Prevention Project Budget – Program Budget HP nC Carlsbad
CDBG 25.pdf. CRC will use CDBG funds provided by the City of Carlsbad to supplement or expand
services. CRC does not have other funds for the proposed services but can scale the number of
Carlsbad residents served to the amount awarded. CRC will continue to expand its presence in
Carlsbad and continue its other activities for Carlsbad residents.
CRC has not identified any matching funding, but if Carlsbad CDBG funds are granted, CRC
may be able to identify the granted funds as a match for other grants where applicable,
increasing the leverage and value of each grant.
March 25, 2025 Item #12 Page 381 of 578
Ac
c
o
u
n
t
i
n
g
A
s
s
o
c
i
a
t
e
s
(
3
)
Me
n
t
a
l
H
e
a
l
t
h
C
l
i
n
i
c
i
a
n
(
7
)
Of
f
i
c
e
A
s
s
i
s
t
a
n
t
Ca
s
e
M
a
n
a
g
e
r
s
(
5
)
Du
a
l
D
i
a
g
n
o
s
i
s
C
l
i
n
i
c
i
a
n
Ca
s
e
M
a
n
a
g
e
r
s
(
2
)
TR
C
P
s
y
c
h
o
l
o
g
i
s
t
TC
C
C
o
o
r
d
i
n
a
t
o
r
TR
C
P
s
y
c
h
a
t
r
i
s
t
Ca
s
e
M
a
n
a
g
e
r
s
(
2
)
Ho
u
s
i
n
g
C
o
o
r
d
i
n
a
t
o
r
In
t
e
r
n
(
s
)
Em
p
l
o
y
m
e
n
t
&
B
e
n
e
f
i
t
s
Sh
e
l
t
e
r
C
o
o
r
d
i
n
a
t
o
r
Dr
i
v
e
r
/
W
a
r
e
h
o
u
s
e
A
s
s
o
c
i
a
t
e
(
2
)
Re
s
i
d
e
n
t
i
a
l
A
d
v
o
c
a
t
e
s
(
4
)
Fa
c
i
l
i
t
i
e
s
T
e
c
h
n
i
c
i
a
n
Pr
o
g
r
a
m
C
o
o
r
d
i
n
a
t
o
r
In
t
a
k
e
S
p
e
c
i
a
l
i
s
t
Ca
s
e
M
a
n
a
g
e
r
s
(
2
)
Sr
.
R
e
s
a
l
e
S
t
o
r
e
M
a
n
a
g
e
r
Vi
c
t
i
m
A
d
v
o
c
a
t
e
s
(
3
)
Re
s
a
l
e
S
t
o
r
e
M
a
n
a
g
e
r
s
(
3
)
Da
t
a
S
p
e
c
i
a
l
i
s
t
Fa
m
i
l
y
A
d
v
o
c
a
t
e
Re
s
a
l
e
S
t
o
r
e
C
l
e
r
k
s
(
5
)
Ca
s
e
M
a
n
a
g
e
r
s
(
4
)
Pr
e
v
e
n
t
i
o
n
E
d
u
c
a
t
i
o
n
S
p
e
c
a
i
l
i
s
t
re
v
.
2
0
2
4
.
0
8
.
0
7
Vo
l
u
n
t
e
e
r
M
a
n
a
g
e
r
Ev
e
n
t
s
M
a
n
a
g
e
r
De
v
e
l
o
p
m
e
n
t
As
s
o
c
i
a
t
e
Ch
i
e
f
E
x
e
c
u
t
i
v
e
O
f
f
i
c
e
r
Bo
a
r
d
o
f
D
i
r
e
c
t
o
r
s
Ex
e
c
u
t
i
v
e
A
s
s
i
s
t
a
n
t
Cl
i
n
i
c
a
l
D
i
r
e
c
t
o
r
Re
s
i
d
e
n
t
i
a
l
S
e
r
v
i
c
e
s
Ma
n
a
g
e
r
Vi
c
t
i
m
S
e
r
v
i
c
e
s
M
a
n
a
g
e
r
Sr
.
D
i
r
e
c
t
o
r
o
f
Ac
c
o
u
n
t
i
n
g
&
A
d
i
m
n
.
Ma
n
a
g
e
r
f
o
r
Pe
o
p
l
e
&
C
u
l
t
u
r
e
Ch
i
e
f
P
h
i
l
a
n
t
h
r
o
p
y
O
f
f
i
c
e
r
Di
r
e
c
t
o
r
-
S
o
c
i
a
l
S
e
r
v
i
c
e
s
Sr
.
D
i
r
e
c
t
o
r
f
o
r
Do
n
o
r
R
e
l
a
t
i
o
n
s
De
v
e
l
o
p
m
e
n
t
&
M
a
r
k
e
t
i
n
g
Ma
n
a
g
e
r
Gr
a
n
t
s
&
C
o
n
t
r
a
c
t
Ma
n
a
g
e
r
Di
r
e
c
t
o
r
-
D
V
Ch
i
e
f
O
p
e
r
a
t
i
o
n
s
O
f
f
i
c
e
r
Ho
u
s
i
n
g
&
S
u
p
p
o
r
t
i
v
e
Se
r
v
i
c
e
s
M
a
n
a
g
e
r
Da
t
a
A
n
a
l
y
s
t
Pr
e
v
e
n
t
i
o
n
E
d
u
c
a
t
i
o
n
Ma
n
a
g
e
r
Ho
u
s
i
n
g
C
o
o
r
d
i
n
a
t
o
r
s
(
2
)
Ho
u
s
i
n
g
&
S
u
p
p
o
r
t
i
v
e
Se
r
v
i
c
e
s
M
a
n
a
g
e
r
Ch
i
e
f
P
r
o
g
r
a
m
O
f
f
i
c
e
r
Sr
.
D
i
r
e
c
t
o
r
o
f
So
c
i
a
l
E
n
t
e
r
p
r
i
s
e
Ho
u
s
i
n
g
&
S
u
p
p
o
r
t
i
v
e
Se
r
v
i
c
e
s
M
a
n
a
g
e
r
Fo
o
d
&
N
u
t
r
i
t
i
o
n
M
a
n
a
g
e
r
Fa
c
i
l
i
t
i
e
s
M
a
n
a
g
e
r
Di
r
e
c
t
o
r
-
S
o
c
i
a
l
S
e
r
v
i
c
e
s
March 25, 2025 Item #12 Page 382 of 578
March 25, 2025 Item #12 Page 383 of 578
March 25, 2025 Item #12 Page 384 of 578
March 25, 2025 Item #12 Page 385 of 578
March 25, 2025 Item #12 Page 386 of 578
March 25, 2025 Item #12 Page 387 of 578
March 25, 2025 Item #12 Page 388 of 578
March 25, 2025 Item #12 Page 389 of 578
Treating and Preventing Child Abuse and Neglect
Board Resolution
Authorization to Submit CDBG Application
The Board of Directors of Casa de Amparo has approved the submission of
an application for FY25-26 CDBG funding and authorizes the following to
enter into a CDBG Agreement on behalf of Casa de Amparo:
1.Kathy Karpé, CFRE
2.Erin Gospodarec
325 Buena Creek Road • San Marcos • CA 92069
Phone: 760-754-5500 • Fax: 760-566-3569 • Website: www.casadeamparo.org
New Directions • Hayward Child Development Center• Family Visitation Center
Counseling Services • Residential Services • Young Parent Network
March 25, 2025 Item #12 Page 390 of 578
ND 6.10.02 Casa de Amparo Policy THPP Intake Questionnaire
Department: New Directions Section: Records-Forms Creation Date: 12/01/11 Revision Dates: 3/16/16; 7/31/19 QA Approval: 7/31/19
Page 1 of 6
Date: ____________________
Name (First and Last): __________________________________________________
Date of Birth: _______________________ Birth Place: ________________________
(**If born outside the U.S.) Date of entry into the U.S.?_______________________
Immigration Status:________________________
Cell Phone Number: _________________Work Phone Number:________________ Current Address: ______________________________________________________
Gender (circle one): Male Female Other LGBTQ (Lesbian, Gay, Bisexual, Transgender, questioning their orientation):
Yes No Declined to answer Race: American Indian/Alaska Native Asian Black
Pacific Islander/Native Hawaiian White Other:_____________________ Hispanic or Latino: Yes No
Marital Status: Single Married Divorced If married, date of marriage:______ Who referred you to Casa de Amparo’s New Directions Program?
Name:____________________________ Agency:____________________________ Are you re-entering after previously exiting this THPP program? Yes No County of Emancipation: ________________________________________________
Prior to Emancipation, are you an ILP-eligible probation ward? Yes No
Have you given birth to or fathered one or more children? Yes No If so, are you a custodial parent? Yes No
If you don’t have custody, are you seeking custody? Yes No Immediately prior to THPP, where did you live? _____________________________
March 25, 2025 Item #12 Page 391 of 578
Page 2 of 6
Was the housing subsidized? Yes No Unknown N/A – Did not pay rent
County where youth was living immediately prior to THPP?___________________ Did you experience homelessness between foster care and THPP? Yes No
Are you receiving public benefits? SSI/SSDI GA/GR Food Stamps WIC
CalWORKS/TANF Subsidized Child Care Other:_________________________
Are you receiving other financial support? Child Support
Educational/vocational Loans From family member/other person Other: _________ EDUCATION & EMPLOYMENT
Educational Status:
□ Attending HS, GED equivalency Program – Part Time
□ Attending HS, GED equivalency Program – Full Time
□ Received HS Diploma – School: __________________ Date of graduation: _______
□ Completed GED equivalency Program
□ Dropped out/Withdrew from College
□ Attending 2yr / Community College – Part Time
□ Attending 2yr / Community College – Full Time
□ Received AA/AS from 2yr / Community College
□ Attending 4yr college / University – Part Time
□ Received BA/BS from 4 year college/university
Highest Level of Education Completed:
□ Some High School
□ GED/High School Equivalent
□ High School Diploma
□ Associate’s Degree (AA/AS)
□ Bachelor’s Degree (BA/BS)
If currently enrolled in GED completion or high school, where are you attending?
______________________________________________________________________
If currently attending college/trade school, where are you enrolled?
______________________________________________________________________
When did you begin this program?_______ Estimated completion date: ________ Vocational Training Status:
□ Unknown
□ Not Applicable – never attended
March 25, 2025 Item #12 Page 392 of 578
Page 3 of 6
□ Attending vocational/on-the-job training – Part Time
□ Attending vocational/on-the-job training – Full Time
□ Competed voc/OTJ and/or rec’d certificate or license
Other Training Status:
□ Unknown
□ Not Applicable; never attended
□ Dropped out of military/JobCorps/CCC/AmericCorps
□ Trainee/member of military/JobCorps/CCC/AmeriCorps
□ Completed training with military/JobCorps/CCC/AmeriCorps
What are your long-term education goals?
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Are you currently employed? Yes No If yes, where? ___________________
Total Monthly Income (all sources): _______________________________________
Do you have a checking account, savings account, or IDA? Yes No
Do you like your current job? Yes No
Approximately how many hours per week are you working? __________________ How much do you earn per hour? ________________________________________
What are your long-term career goals?
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
MEDICAL HEALTH
Do you have Health Insurance (through Medical, employer, other)? Yes No
Do you have a primary care physician and/or clinic? Yes or No
If yes, name and location of physician/clinic: _______________________________
Are you currently taking any medications? Yes No If yes, please list:
Medication Dose Frequency Do you take as prescribed?
March 25, 2025 Item #12 Page 393 of 578
Page 4 of 6
Are you aware of any allergies or adverse reactions to medication?
______________________________________________________________________
______________________________________________________________________
MENTAL HEALTH
Do you have any special needs related to mental health?
□ ADHD □Cognitive Impairment □ Emotional Disturbance
□ Autism □ Other:_________________________
Are you currently seeing a therapist/counselor?
______________________________________________________________________
______________________________________________________________________
Were your previous mental health treatment experiences positive? Explain.
______________________________________________________________________
______________________________________________________________________
Have you ever been hospitalized for mental health reasons? If so, please list dates and reason.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________ Do you have any current mental health or safety issues we should be aware of?
______________________________________________________________________
______________________________________________________________________
Aside from traditional therapy/counseling, do you do anything else to promote mental health wellness?
______________________________________________________________________
______________________________________________________________________
Have you been a victim of domestic violence as an adult? Yes No
SUBSTANCE USE
Are you currently struggling with drugs and alcohol use? Yes or No
If yes, please list what substances you are using below.
Type Date of Last Use Amount of Last Use Length/Frequency of Use
Do you have a history of substance use? Yes No
March 25, 2025 Item #12 Page 394 of 578
Page 5 of 6
How old were you when you first used drugs or alcohol? _____________________
Age Type of Use
Are you currently involved in a Court mandated treatment?
______________________________________________________________________
______________________________________________________________________
What helps you remain sober?
______________________________________________________________________
______________________________________________________________________
Do you need support or substance abuse services at this time? Yes No CRIMINAL HISTORY
Have you ever been arrested? Yes No If yes, when and what for?
______________________________________________________________________
______________________________________________________________________
Have you ever been convicted of a crime as an adult? Yes No If yes, when and what for?
______________________________________________________________________
______________________________________________________________________
Have you ever been convicted of a crime as a juvenile? Yes No If yes, when and what for?
______________________________________________________________________
______________________________________________________________________
Have you ever been involved with adult criminal justice system (prior to entering THP)? Yes No If yes, were you incarcerated or detained? ____________ Are you currently obligated to fulfill any court requirements (including probation)?
______________________________________________________________________
______________________________________________________________________
Probation officer name and location: ______________________________________
TRANSPORTATION
Do you have access to transportation?
□ Access to a vehicle
□ Transported by someone else
□ Able to use public transportation
□ Other: __________________
March 25, 2025 Item #12 Page 395 of 578
Page 6 of 6
What is your current form of transportation?
______________________________________________________________________
Do you have a: A) Driver’s License or B) Permit?
What is your driver’s license number? ____________________, _______ (State)
Do you own a car? Yes No If yes, please list make, model and license plate number: _____________________
______________________________________________________________________
If you have a car, do you have car insurance? Yes No If yes, please list insurance company & specifics of your coverage: ____________
______________________________________________________________________
______________________________________________________________________
Do you have concerns with transportation or need support finding transportation?
______________________________________________________________________
______________________________________________________________________ ADDITIONAL INFORMATION
Who do you consider your family and/or support system? Are they helpful?
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
How long were you in the foster care system? ______________________________ From ages: ______________ to _______________
Do you have contact with your biological/adoptive parents? Yes No If no, when was the last time you had contact? _____________________________ Do you have any permanent connection with at least one adult for support, advice, guidance? Yes No Relationship:________________________
Is there anything else program staff should know about you?
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________ Advocate Observations: (body language, eye contact, etc.)
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Name, title and credential of Staff who completed intake:
______________________________________________________________________
March 25, 2025 Item #12 Page 396 of 578
Treating and Preventing Child Abuse and Neglect
Casa de Amparo 2025 Board of Directors Roster 100% of Casa de Amparo’s Board of Directors contributes
to the organization.
325 Buena Creek Road • San Marcos • CA 92069
Phone: 760-754-5500 • Fax: 760-566-3569 • Website: www.casadeamparo.org
Chair of the Board
Debbie Slattery
Senior Vice President & Business Center Manager, California Bank & Trust
Vice-Chair
Kerry Forde
Chief Operating Officer, Kaiser Permanente
Immediate Past Chair
Kayleen Huffman
CFO, Bassett Home Furnishings
Secretary
Stephen Lemrond
Vice President of Supply Chain, OneSource Distributors
Treasurer
Michele Lambert
CFO, Vista Community Clinic
Ex-Officio Member
Katherine M. Karpé
Chief Executive Officer, Casa de Amparo
Members of the Board
Michael Barnett
Retired Undersheriff and Former Nonprofit CEO
James Collins
Vice President, Cultural Programs & Development, Chargers
Thea Copeland
Vice President of Strategy, OneSource Distributors
Marilou Dela Rosa
Owner, Access Care Culture of Caring
Jim Grant
President, J.E. Grant General Contractors
Katharine Krul-Manor
Founder & CEO, KKM Leadership
Dr. Jon Montgomery
Medical Officer, San Diego Sheriff’s Department
Allen Owens
Owner, Owens Training & Consulting
Michael Platis
Senior Project Manager, Jones Lang Lasalle
Alan Willingham
Senior Vice President of Operations, Lennar
March 25, 2025 Item #12 Page 397 of 578
Casa De Amparo
Audited Financial Statements
June 30, 2024
Presented by
Pinnacle Accounting & Financial Services
A Professional Corporation
March 25, 2025 Item #12 Page 398 of 578
Casa De Amparo
Audited Financial Statements
Year Ended June 30, 2024
CONTENTS
Page No.
INDEPENDENT AUDITORS’ REPORT 1-2
FINANCIAL STATEMENTS
Statement of Financial Position 3
Statement of Activities and Changes in Net Assets 4
Statement of Functional Expenses 5
Statement of Cash Flows 6
Notes to Financial Statements 7-19
SUPPLEMENTARY INFORMATION
Schedule of Expenditures of Federal Awards 20
Notes to Schedule of Expenditures of Federal Awards 21
COMPLIANCE REPORTS
Independent Compliance Reports Auditors’ Report on Internal
Control over Financial Reporting and on Compliance and Other
Matters Based on an Audit of Financial Statements Performed
in Accordance with Government Auditing Standards 22-23
Independent Auditors’ Report on Compliance for each Major
Program and on Internal Control over Compliance in
Accordance with the Uniform Guidance 24-25
Schedule of Findings and Questioned Costs 26-27
March 25, 2025 Item #12 Page 399 of 578
INDEPENDENT AUDITORS’ REPORT
To the Board of Directors of
Casa De Amparo
San Marcos, CA
Opinion
We have audited the accompanying financial statements of Casa De Amparo (a nonprofit organization),
which comprises the statement of financial position as of June 30, 2024, and the related statement of
activities and changes in net assets, functional expenses, and cash flows for the year then ended, and the
related notes to the financial statements.
In our opinion, the financial statements present fairly, in all material respects, the financial position of Casa
De Amparo as of June 30, 2024, and the changes in its net assets and its cash flows for the year then ended
in accordance with accounting principles generally accepted in the United States of America.
Basis for Opinion
We conducted our audit in accordance with auditing standards generally accepted in the United States of
America and the standards applicable to financial audits contained in Government Auditing Standards,
issued by the Comptroller General of the United States. Our responsibilities under those standards are
further described in the Auditors’ Responsibilities for the Audit of the Financial Statements section of our
report. We are required to be independent of the Casa De Amparo and to meet our other ethical
responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that
the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions.
Responsibilities of Management for the Financial Statements
Management is responsible for the preparation and fair presentation of the financial statements in
accordance with accounting principles generally accepted in the United States of America, and for the
design, implementation, and maintenance of internal control relevant to the preparation and fair presentation
of financial statements that are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, management is required to evaluate whether there are conditions or
events, considered in the aggregate, that raise substantial doubt about the Casa De Amparo’s ability to
continue as a going concern within one year after the date that the financial statements are available to be
issued.
Auditors’ Responsibilities for the Audit of the Financial Statements
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free
from material misstatement, whether due to fraud or error, and to issue an Auditors’ report that includes our
opinion. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not
a guarantee that an audit conducted in accordance with generally accepted auditing standards and
Government Auditing Standards will always detect a material misstatement when it exists. The risk of not
detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud
may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control.
Misstatements are considered material if there is a substantial likelihood that, individually or in the
aggregate, they would influence the judgment made by a reasonable user based on the financial statements.
March 25, 2025 Item #12 Page 400 of 578
In performing an audit in accordance with generally accepted auditing standards and Government Auditing
Standards, we:
• Exercise professional judgment and maintain professional skepticism throughout the audit.
• Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or
error, and design and perform audit procedures responsive to those risks. Such procedures include
examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.
• Obtain an understanding of internal control relevant to the audit in order to design audit procedures that
are appropriate in the circumstances, but not for the purpose of expressing an opinion on the
effectiveness of the Casa De Amparo's internal control. Accordingly, no such opinion is expressed.
• Evaluate the appropriateness of accounting policies used and the reasonableness of significant
accounting estimates made by management, as well as evaluate the overall presentation of the
financial statements.
• Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that
raise substantial doubt about the Casa De Amparo’s ability to continue as a going concern for a
reasonable period of time.
We are required to communicate with those charged with governance regarding, among other matters, the
planned scope and timing of the audit, significant audit findings, and certain internal control-related matters
that we identified during the audit.
Report on Summarized Comparative Information
We previously audited Casa De Amparo’s June 30, 2023, financial statements, and expressed an unmodified
audit opinion on those audited financial statements in their report dated May 13, 2024. In our opinion, the
summarized comparative information presented herein as of and for the year ended June 30, 2023, is
consistent, in all material respects, with the audited financial statements from which it has been derived.
Supplementary Information
Our audit was conducted for the purpose of forming an opinion on the financial statements as a whole. The
accompanying schedule of expenditures of federal awards, as required by Title 2 U.S. Code of Federal
Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for
Federal Awards, is presented for purposes of additional analysis and is not a required part of the financial
statements. Such information is the responsibility of management and was derived from and relates directly
to the underlying accounting and other records used to prepare the financial statements. The information has
been subjected to the auditing procedures applied in the audit of the financial statements and certain
additional procedures, including comparing and reconciling such information directly to the underlying
accounting and other records used to prepare the financial statements or to the financial statements
themselves, and other additional procedures in accordance with auditing standards generally accepted in the
United States of America. In our opinion, the schedule of expenditures of federal awards is fairly stated, in
all material respects, in relation to the financial statements as a whole.
Other Reporting Required by Government Auditing Standards
In accordance with Government Auditing Standards, we have also issued our report dated May 13, 2024 on
our consideration of the Casa De Amparo’s internal control over financial reporting and on our tests of its
compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters.
The purpose of that report is solely to describe the scope of our testing of internal control over financial
reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of
the Casa De Amparo’s internal control over financial reporting or on compliance. That report is an integral
part of an audit performed in accordance with Government Auditing Standards in considering the Casa De
Amparo’s internal control over financial reporting and compliance.
Pinnacle Accounting & Financial Services
Sacramento, CA
November 12, 2024
2
March 25, 2025 Item #12 Page 401 of 578
Casa de Amparo
The accompanying notes are an integral part of the financial statements
3
Statement of Financial Position
June 30, 2024
(With Comparative Totals for June 30, 2023)
ASSETS
2024 2023
Current Assets
Cash and cash equivalents $ 396,066 $ 1,145,786
Grants receivable 1,309,020 1,432,373
Pledges receivable, net 287 287
Prepaid Expenses and other current assets 115,226 35,178
Total Current Assets 1,820,599 2,613,624
Noncurrent Assets
Land lease 806,758 859,954
Deposits 68,910 62,710
Certificates of deposit 3,653,020 4,763,243
Fund held by community foundations 801,886 733,449
Property and equipment, net of assets 13,028,111 13,357,082
Operating lease right-of-use asset, net 54,532 219,022
Total Noncurrent Assets 18,413,217 19,995,460
TOTAL ASSETS $ 20,233,816 $ 22,609,084
LIABILITIES AND NET ASSETS
LIABILITIES
Current Liabilities
Accounts Payable $ 23,646 $ 58,590
Accrued compensation and other expenses 745,304 699,303
Loan payable, current portion - 2,458,623
Operating lease liabilities, current portion 52,773 113,440
Deferred revenue 3,721 -
Total Current Liabilities 825,444 3,329,956
Non-Current Liabilities
Operating lease liabilities, net of current portion 2,407 73,669
Total Non-Current Liabilities 2,407 73,669
TOTAL LIABILITIES 827,851 3,403,625
NET ASSETS
Without Donor Restrictions 9,965,662 10,258,340
Board Designated net assets without donor restrictions 523,238 523,238
With Donor Restrictions 8,917,066 8,423,881
TOTAL NET ASSETS 19,405,965 19,205,459
TOTAL LIABILITIES AND NET ASSETS $ 20,233,816 $ 22,609,084
March 25, 2025 Item #12 Page 402 of 578
Casa de Amparo
The accompanying notes are an integral part of the financial statements
4
Statement of Activities and Changes in Net Assets
For the Year Ended June 30, 2024
(With Comparative Totals for June 30, 2023)
2024
Without With
2023
Donor Restrictions Donor Restrictions Total Total
SUPPORT AND REVENUE
Grant revenue $ 7,777,647 $ - $ 7,777,647 $ 7,019,204
Contributions of financial assets 1,662,836 455,622 2,118,458 2,196,869
Capital campaigns - 119,258 119,258 333,899
Special events revenue and related contributions 595,563 152,018 747,581 818,690
Contributions of non-financial assets 531,450 - 531,450 562,029
Interest and other income 404,906 2,122 407,028 200,140
Net Assets Released from Restrictions 235,835 (235,835) - -
TOTAL SUPPORT AND REVENUE 11,208,237 493,185 11,701,422 11,130,831
EXPENSES
Program Services 7,987,826 - 7,987,826 8,628,949
General and administartive 1,442,973 - 1,442,973 1,662,216
Fundraising 1,811,170 - 1,811,170 615,874
Special events expense 258,948 - 258,948 388,923
TOTAL EXPENSES 11,500,916 - 11,500,916 11,295,962
CHANGES IN NET ASSETS (292,679) 493,185 200,506 (165,131)
Net Assets at Beginning of Year
10,781,578
8,423,881
19,205,459
19,370,590
Net Assets at End of Year $ 10,488,899 $ 8,917,066 $ 19,405,965 $ 19,205,459
March 25, 2025 Item #12 Page 403 of 578
Th
e
a
c
c
o
m
p
a
n
y
i
n
g
n
o
t
e
s
a
r
e
an
i
n
t
e
g
r
a
l
p
a
r
t
o
f
t
h
e
f
i
n
a
n
c
i
a
l
st
a
t
e
m
e
n
t
s
5
Ca
s
a
d
e
A
m
p
a
r
o
St
a
t
e
m
e
n
t
of
Fu
n
c
t
i
o
n
a
l
Ex
p
e
n
s
e
s
Fo
r
th
e
Ye
a
r
En
d
e
d
Ju
n
e
30
,
20
2
4
(W
i
t
h
Co
m
p
a
r
a
t
i
v
e
To
t
a
l
s
fo
r
Ju
n
e
30
,
20
2
3
)
20
2
4
20
2
3
Re
s
i
d
e
n
t
i
a
l
Se
r
v
i
c
e
s
(S
T
R
T
P
)
ND
Tr
a
n
s
i
t
i
o
n
a
l
Ho
u
s
i
n
g
Co
u
n
s
e
l
i
n
g
Se
r
v
i
c
e
s
To
t
a
l
Pr
o
g
r
a
m
Se
r
v
i
c
e
s
Ge
n
e
r
a
l
an
d
Ad
m
i
n
i
s
t
r
a
t
i
o
n
Fu
n
d
-Ra
i
s
i
n
g
an
d
Sp
e
c
i
a
l
Ev
e
n
t
s
To
t
a
l
To
t
a
l
Sa
l
a
r
i
e
s
an
d
Wa
g
e
s
$
3,
2
5
9
,
7
4
9
$
64
6
,
3
1
5
$
68
8
,
1
1
7
$
4,
5
9
4
,
1
8
1
$
82
,
7
7
7
$
95
6
,
8
3
5
$
5,
6
3
3
,
7
9
3
$
5,
4
3
2
,
4
7
2
Em
p
l
o
y
e
e
Be
n
e
f
i
t
s
62
3
,
8
6
2
11
9
,
4
0
9
15
2
,
1
8
9
89
5
,
4
6
0
20
,
2
2
8
10
7
,
8
4
9
1,
0
2
3
,
5
3
7
92
0
,
7
4
8
Oc
c
u
p
a
n
c
y
27
6
,
9
7
7
85
6
,
0
0
6
86
,
2
4
4
1,
2
1
9
,
2
2
7
39
,
1
9
9
-
1,
2
5
8
,
4
2
5
89
3
,
6
4
4
Le
a
s
e
co
s
t
s
-
-
-
-
23
8
,
7
5
3
-
23
8
,
7
5
3
41
5
,
5
6
4
De
p
r
e
c
i
a
t
i
o
n
an
d
am
o
r
t
i
z
a
t
i
o
n
-
-
-
-
48
0
,
2
7
8
-
48
0
,
2
7
8
45
2
,
5
9
7
Su
p
p
l
i
e
s
25
4
,
9
7
1
25
,
2
8
2
5,
0
6
7
28
5
,
3
1
9
16
,
7
2
5
55
,
2
6
5
35
7
,
3
0
9
26
7
,
5
8
5
Co
n
t
r
i
b
u
t
i
o
n
s
of
no
n
-fi
a
n
n
c
i
a
l
as
s
e
t
s
-
-
-
-
-
53
1
,
2
2
6
53
1
,
2
2
6
52
6
,
7
6
7
Pr
o
f
e
s
s
i
o
n
a
l
se
r
v
i
c
e
s
67
,
6
6
1
23
,
3
3
3
14
6
,
9
8
8
23
7
,
9
8
2
34
2
,
0
6
5
84
,
9
1
6
66
4
,
9
6
3
49
4
,
5
2
2
Pr
o
g
r
a
m
ex
p
e
n
s
e
s
13
5
,
7
9
8
21
3
,
4
7
5
26
,
2
3
5
37
5
,
5
0
9
15
,
8
8
0
4,
0
8
0
39
5
,
4
6
9
38
0
,
6
8
8
Sp
e
c
i
a
l
ev
e
n
t
ex
p
e
n
s
e
-
-
-
-
-
25
8
,
9
4
8
25
8
,
9
4
8
39
0
,
4
2
3
Eq
u
i
p
m
e
n
t
ex
p
e
n
s
e
79
,
8
7
5
13
,
8
9
7
17
,
0
6
1
11
0
,
8
3
4
31
,
6
7
9
13
,
3
9
4
15
5
,
9
0
7
74
,
5
7
1
Tr
a
n
s
p
o
r
t
a
t
i
o
n
64
,
0
6
6
36
,
8
7
7
3,
9
3
8
10
4
,
8
8
1
96
6
3,
0
3
9
10
8
,
8
8
6
13
8
,
3
7
9
Se
t
t
l
e
m
e
n
t
s
-
-
-
-
10
0
,
0
0
0
-
10
0
,
0
0
0
-
Ot
h
e
r
ex
p
e
n
s
e
s
15
,
1
5
1
13
,
7
2
6
5,
3
9
9
34
,
2
7
6
43
,
9
8
7
33
,
1
3
0
11
1
,
3
9
3
61
7
,
1
9
8
In
t
e
r
e
s
t
ex
p
e
n
s
e
36
,
9
5
0
-
15
,
2
2
5
52
,
1
7
6
6,
6
3
1
1,
0
6
5
59
,
8
7
1
11
1
,
4
8
7
Te
l
e
p
h
o
n
e
44
,
9
1
3
9,
0
6
1
9,
6
1
1
63
,
5
8
6
4,
2
1
3
2,
0
8
3
69
,
8
8
1
88
,
2
6
9
Tr
a
i
n
i
n
g
me
e
t
i
n
g
an
d
ot
h
e
r
9,
8
7
1
1,
3
6
7
3,
1
5
8
14
,
3
9
6
19
,
5
9
2
18
,
2
8
8
52
,
2
7
7
91
,
0
4
8
To
t
a
l
F
u
n
c
t
i
o
n
a
l
Ex
p
e
n
s
e
s
$
4,
8
6
9
,
8
4
5
$
1,
9
5
8
,
7
4
7
$
1,
1
5
9
,
2
3
3
$
7,
9
8
7
,
8
2
6
$
1,
4
4
2
,
9
7
3
$
2,
0
7
0
,
1
1
8
$
11
,
5
0
0
,
9
1
6
$
11
,
2
9
5
,
9
6
2
To
t
a
l
Fu
n
c
t
i
o
n
a
l
Ex
p
e
n
s
e
s
FY
2
0
2
3
$
5,
2
4
2
,
8
8
5
$
2,
1
3
5
,
2
3
2
$
1,
2
5
0
,
8
3
3
$
8,
6
2
8
,
9
4
9
$
1,
6
6
2
,
2
1
6
$
1,
0
0
4
,
7
9
7
$
11
,
2
9
5
,
9
6
2
March 25, 2025 Item #12 Page 404 of 578
6
Casa de Amparo
Statement of Cash Flows
For the Year Ended June 30, 2024
(With Comparative Totals for June 30, 2023)
2024 2023
CASH FLOWS FROM OPERATING ACTIVITIES:
Change in Net Assets $ 200,506 $ (165,131)
Adjustments to Reconcile Change in Net Assets
Net Cash Provided (Used) by Operating Activities
Chan
CASH FLOWS FROM INVESTING ACTIVITIES:
Purchases of Property and Equipment (95,023) (1,060,656)
Purchase of Investments 1,110,223 (4,763,243)
Net Cash Used in Investing Activities 1,015,200 (5,823,899)
CASH FLOWS FROM FINANCING ACTIVITIES:
Contributions collected/released for long term and capital projects (119,258) (333,899)
Repayments on loan payable (2,458,623) (125,057)
Net Cash Proveded by (Used in) Financing Activities (2,577,881) (458,956)
Net Decrease in Cash (749,720) (5,710,519)
Cash Balance at Beginning of Year 1,145,786 6,856,305
Cash Balance at End of Year $ 396,066 $ 1,145,786
The accompanying notes are an integral part of the financial statements
Depreciation 427,082 399,401
Amortization of donated assets 53,196 53,196
Contributions restricted for long term and capital projects 119,258 333,899
Realized and unrealized investment gains (61,816) (48,400)
ges to operating assets and liabilities:
Grants receivable
123,353
(470,541)
Pledges receivable - 502,140
Prepaid expenses and other current assets (80,048) 41,146
Deposits 6,200 773
Accounts payable 34,949 82,143
Accrued compensation and other expenses (46,001) (44,208)
Deferred revenue 3,721 (6,500)
Net cash on leases 32,561 (105,582)
Net Cash Provided (Used) by Operating Activities 812,961 572,336
March 25, 2025 Item #12 Page 405 of 578
7
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
Note 1. Organization and Purpose:
Casa de Amparo (the “Organization”) was established in 1978 in California as a non-profit corporation
and is recognized as a 501(c)(3) Tax Exempt organization by the IRS. Casa de Amparo's mission is to
support those affected by, and at risk of, child abuse or neglect through a range of programs and
services that promote healing, growth, and healthy relationships.
Casa de Amparo is recognized as a major force in the field of child abuse prevention and treatment.
Partnering with the greater San Diego community, it assures that children and their families receive
unique and innovative services for healing, for stopping child mistreatment of any kind, and for ending
generational cycles of abuse. The result is a community where child abuse and neglect are not tolerated,
and where child abuse awareness and prevention are priorities.
The Organization offers four integrated child abuse prevention and treatment programs. Residential
Services (Short Term Residential Therapeutic Program or “STRTP”) provides 24-hour care and
supportive/therapeutic services for children, from birth to 18, removed from the home due to abuse or
neglect, including pregnant and parenting teens and their babies, and youth with special healthcare
needs. New Directions provides transitional housing and supportive services to help former foster
youth, ages 18 to 25, make a successful transition from foster care to independent living. Counseling
Services provides trauma-informed therapy and case management for children and families
experiencing, or at-risk of, child abuse or neglect.
The Organization has two campuses. The Casa Kids Campus on 11.4 acres owned by the Organization
in the Twin Oaks Valley area of San Marcos was opened in April 2012. This campus provides housing
for up to 50 children including 12 infants, and has a basketball court, a volleyball court, walking trails,
gardens, a library, a learning center, an art/activities room, training rooms and administrative/support
offices. The second campus is in Oceanside and is used by New Directions with buildings owned by the
Organization and a long-term land lease agreement with the City of Oceanside.
In 2016, Casa de Amparo responded to the growing need for intensive residential care for pregnant and
parenting female foster youth and their babies by expanding its pregnant and parenting program
capacity and space and also expanding overall clinical support space on the Casa Kids Campus. The
cottage for pregnant and parenting female foster youth and their babies now serves up to 12 moms and
12 babies simultaneously.
In order to comply with the State of California’s Continuum of Care Reform (“CCR”), Casa de Amparo
implemented STRTP standards and began the process of Joint Commission accreditation early in fiscal
year 2017. Joint Commission accreditation was awarded May 19, 2017. Casa de Amparo received
STRTP approval and its licensure from the State of California in January 2019.
In 2018, Casa de Amparo added the Transition Preparation Program (“TPP”) within its Residential
Services program. The TPP serves older teenage foster youth, including youth who are pregnant or
parenting. The TPP maintains all aspects of supervision and services provided in Residential Services
while preparing teens to live independently by simulating apartment-style living.
In 2020, Casa de Amparo continued its campaign to raise funds to expand the Casa Kids Campus in San
Marcos to include a Teen Wellness Center (“TWC”) for Foster Youth. The TWC will be licensed by
California Community Care Licensing as a Community Treatment Facility, which is a secure STRTP.
March 25, 2025 Item #12 Page 406 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
Note 1. Organization and Purpose (continued):
8
The Teen Wellness Center will be the first of its kind in San Diego County and only the third in
California. The TWC will serve foster youth who need a higher level of emotional, behavioral and
mental health care. The TWC will play a vital role in the child abuse treatment and prevention services
provided to children affected by complex trauma that would otherwise likely be placed out of state.
Note 2. Summary of Significant Accounting Policies:
Basis of Accounting: The accompanying financial statements are prepared on the accrual basis of
accounting in accordance with accounting principles generally accepted in the United States of
America.
Basis of Presentation: Net assets, revenues, gains, and losses are classified based on the existence or
absence of donor or grantor-imposed restrictions. Accordingly, net assets and changes therein are
classified and reported as follows:
Net Assets without Donor Restrictions – Net assets without donor restrictions are free of
donor-imposed restrictions. All revenues, gains, and losses that are not restricted by donors
are included in this classification. All expenditures are reported in the without donor
restrictions class of net assets, including expenditures funded by restricted contributions.
Expenditures funded by restricted contributions are reported in the without donor
restrictions net asset class because the use of restricted contributions is in accordance with
donors’ stipulations results in the release of such restrictions.
Net Assets with Donor Restrictions – Net assets with donor restrictions are limited as to use
by donor-imposed stipulations that may expire with the passage of time or that may be
satisfied by action of the Organization. The Organization reports gifts of cash and other
assets as revenue with donor restrictions if they are received with donor stipulations that
limit the use of the donated assets. When a donor restriction expires, that is, when a
stipulated time restriction ends or purpose restriction is accomplished, the net assets are
reclassified as net assets without donor restriction and reported in the statements of
activities as net assets released from restrictions.
Some net assets with donor restrictions include a stipulation that assets provided be
maintained permanently (perpetual in nature) while permitting the Organization to expend
the income generated by the assets in accordance with the provisions of additional donor
imposed stipulations or a Board approved spending policy.
Cash and Cash Equivalents: The Organization considers cash on hand and short-term investments
with original maturities of three months or less to be cash and cash equivalents.
Contributions of financial assets - Contributions, including unconditional promises to give, are recorded
when received. All contributions are available for unrestricted use unless specifically restricted by the
donor. Contributions that are restricted by the donor are reported as increases in unrestricted net assets
if the restrictions expire (that is, when a stipulated time restriction ends or purpose restriction is
accomplished) in the reporting period in which the revenue is recognized.
March 25, 2025 Item #12 Page 407 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
Note 2. Summary of Significant Accounting Policies (continued):
9
Contributions of financial assets (Continued):
All other donor-restricted contributions are reported as increases in temporarily or permanently
restricted net assets, depending on the nature of the restrictions. When a restriction expires, temporarily
restricted net assets are reclassified to unrestricted net assets. Expenses are reported as decreases in
unrestricted net assets.
Grants receivable: Grants receivable arise in the normal course of operations. It is the policy of
management to review the outstanding grants receivable at year-end, as well as the bad debt write-offs
experienced in the past, and establish an allowance for doubtful accounts for uncollectible amounts.
Management determined that no allowance is necessary on June 30, 2024 and 2023.
Pledges Receivable – Unconditional promises to give cash and other assets are recognized as revenue in
the period received. Conditional promises to give are not recognized until donor stipulations are met.
Unconditional promises to give that are expected to be collected within one year are recorded at net
realizable value. Unconditional promises to give, with payments due to the Organization beyond one
year, are recorded as net assets with donor restrictions at the estimated present value of the expected
future cash flows, using credit risk-adjusted rates applicable to the years in which the promises are
expected to be received. Amortization of the discounts is recorded as contribution revenue in the
appropriate net asset class.
An allowance for uncollectible pledges receivable is provided based upon management’s judgment of
such factors as prior collection history and other relevant factors. Management determined that no
allowance is necessary on June 30, 2024 and 2023.
Funds held by Community Foundations – The Organization transferred assets to community
foundations holding them as endowed component funds for the benefit of the Organization. See Note 7
for additional detail.
Investment – The Organization records investment purchases at cost, or if donated, at fair value on the
date of donation. Thereafter, investments are reported at their fair values in the statement of financial
position. Net investment return/(loss) is reported in the statement of activities and consists of interest
and dividend income, realized and unrealized capital gains and losses, less external and direct internal
investment expenses.
Property and Equipment: Acquisitions of property and equipment of $5,000 or more are capitalized.
Property and equipment are stated at cost or, if donated, at the appropriate fair market value at the date
of donation. Expenditures for maintenance and repairs are charged against operations.
Depreciation is computed using the straight-line method over the estimated useful lives of the related
assets of 5 to 45 years.
Buildings 20 - 45 years
Furniture and equipment 5 - 7 years
Vehicles 5 years
Depreciation expense was $427,082 and $399,401 for the years ended June 30, 2024 and 2023,
respectively.
March 25, 2025 Item #12 Page 408 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
Note 2. Summary of Significant Accounting Policies (continued):
10
Valuation of Long-Lived Assets – Accounting Standards Codification (“ASC”) Topic 360, Property,
Plant, and Equipment requires that long-lived assets and certain identifiable intangibles to be held and
used by the Organization be reviewed for impairment whenever events of changes in circumstances
indicate that the carrying amount of an asset may not be recoverable.
Impairment, which is determined based upon the estimated fair value of the asset, is recorded when
estimated undiscounted cash flows expected to be generated by the asset is insufficient to recover its net
carrying value. As of June 30, 2024, the Organization did not identify any events or circumstances that
would require recognition of an impairment loss under this standard.
Contributions of Non-Financial Assets – Contributed materials are recorded at their fair market value
where an objective basis is available to measure their value. Such items are capitalized or charged to
operations as appropriate. Certain contributed items are auctioned at the Organization’s special events.
Contributed items are included in the statements of activities as contributions of non-financial assets
and program and special event expenses. The Organization recorded a total of $531,226 and $526,767
in operational expenses related to contributions of non-financial assets for the years ended June 30,
2024 and 2023, respectively. The Organization receives a substantial number of services donated by
volunteers in carrying out the Organization’s program services. The services do not meet the criteria as
contributions and are, therefore, not recognized in the financial statements.
Contributed property and equipment are recorded at fair value at the date of donation. Contributions
with donor-imposed stipulations regarding how long the contributed assets must be used are recorded as
net assets with donor restrictions; otherwise, the contributions are recorded as net assets without donor
restrictions.
The Organization has capitalized the value of the donated land lease as a contribution with donor
restrictions. Each year the Organization reclassifies amortization of the land lease from net assets with
donor restrictions to net assets without donor restrictions. For the years ended June 30, 2024 and 2023,
the ending value of the land lease is $806,758 and $859,954, respectively.
Functional allocation of expenses – The Organization allocates its expenses on a functional basis
among its various programs and supporting services. Expenditures which can be identified with a
specific program or support service are allocated directly, according to their natural expenditure
classification. Costs that are common to several functions are allocated among the program and
supporting services based on time records, space utilized, and estimates made by the Organization’s
management.
Use of Estimates – The preparation of financial statements in conformity with accounting principles
generally accepted in the United States of America, requires the Organization to make estimates and
assumptions that affect the amounts reported in the financial statements and accompanying notes. The
Organization believes that the estimates utilized in preparing these financial statements are reasonable;
however, actual results could differ from those estimates.
March 25, 2025 Item #12 Page 409 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
Note 2. Summary of Significant Accounting Policies (continued):
11
Income Taxes – The Organization is a qualified nonprofit organization that is exempt from income taxes
under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue
and Taxation Code.
The FASB issued Accounting Standards Notification No. 740-10, Accounting for Uncertainties in
Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of tax
position taken or expected to be taken in a tax return. The Organization uses a loss contingencies
approach for evaluating uncertain tax positions and continually evaluates changes in tax law and new
authoritative rulings. Management believes that the Organization has no uncertain tax positions.
Leases – the Organization determines if an arrangement is or contains a lease at inception. Leases are
included in right-of-use (ROU) assets and lease liabilities in the balance sheet. ROU assets and lease
liabilities reflect the present value of the future minimum lease payments over the lease term, and ROU
assets also include prepaid or accrued rent. Operating lease expense is recognized on a straight-line
basis over the lease term. Casa does not report ROU assets and leases liabilities for its short-term leases
(leases with a term of 12 months or less). Instead, the lease payments of those leases are reported as
lease expense on a straight-line basis over the lease term.
New Accounting Pronouncements – During the 2023 fiscal year the Organization adopted Accounting
Standards Update (ASU) No. 2016-02, Leases, which requires lessees to recognize leases on the
balance sheet and disclose key information about leasing arrangements. The Organization has elected
not to restate the comparative period (2023). It also elected not to reassess at adoption (i) expired or
existing contracts to determine whether they are or contain a lease, (ii) the lease classification of any
existing leases, or (iii) initial direct costs for existing leases. At July 1, 2023 as a result of implementing
ASU No. 2016-02, the Organization recognized right-of-use assets of $54,532 and lease liabilities
totaling $54,532 on the statement of financial position as of July 1, 2023.
During the 2023 fiscal year the Organization adopted Accounting Standards Update (ASU) 2020-07,
Presentation and Disclosures by Not-for-Profit Entities for Contributed Nonfinancial Assets. The new
guidance requires nonprofit entities to present contributed nonfinancial assets as a separate line item in
the statement of activities, apart from contributions of cash or other financial assets. The standard also
increases the disclosure requirements around contributed nonfinancial assets, including disaggregating
by category the types of contributed nonfinancial assets a nonprofit entity has received. Adoption of this
standard did not have a significant impact on the financial statements, with the exception of increased
disclosure.
Prior Period Adjustments - The Organization has recorded a prior period adjustment to net assets
without donor restrictions in the amount of $139,975 to write-off Grant Revenue Receivables that were
paid in full during the year ended June 30, 2023. The below table details the corrected amounts:
Original
Amount
Corrected
Amount
Accounts Recievable $ 1,572,348 $ 1,432,373
Grant revenue 7,159,179 7,019,204
Net Assets without Donor Restrictions $ 10,398,314 $ 10,258,340
March 25, 2025 Item #12 Page 410 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
Note 2. Summary of Significant Accounting Policies (continued):
12
Subsequent Events – Subsequent events are events or transactions that occur after the statement of
financial position date but before financial statements are available to be issued. The Organization
recognizes in the financial statements the effects of all subsequent events that provide additional
evidence about conditions that existed at that date, including the estimates inherent in the process of
preparing financial statements. The Organization’s financial statements do not recognize subsequent
events that provide evidence about conditions that did not exist at the date of the statement of financial
position but arose after that date and before the financial statements are available to be issued.
The Organization has evaluated subsequent events through November 12, 2024, which is the date the
financial statements are available for issuance.
Comparative Financial Information: The financial statements include certain prior year summarized
comparative information in total. Such information does not include sufficient detail to constitute a
presentation in conformity with accounting principles generally accepted in the United States of
America. Accordingly, it should be read in conjunction with the Organization’s financial statements
for the year ended June 30, 2023 from which the summarized information was derived.
Note 3. Property and Equipment:
Property and equipment for the year ended June 30, 2024 consist of the following:
Balance Balance
July 1, 2023 Additions Deletion June 30, 2024
TWC Construction in Prog $ 1,248,973 $ 8,478 $ - $ 1,257,451
Building Campaign - Ivey Ranch 32,020 - - 32,020
Vehicles 361,255 - - 361,255
Furniture & Equipment-Office 143,403 18,739 - 162,142
Furniture-Equipment-Units 797,876 - - 797,876
Software Customization 112,487 - - 112,487
Land 916,587 - - 916,587
Buildings - Ivey Ranch 1,559,789 - - 1,559,789
Buildings - Casa Kids Campus 13,174,916 70,894 - 13,245,809
Total Property and Equipment 18,347,307 98,110 - 18,445,417
Less Accumulated Depreciation (4,990,224) (427,082) - (5,417,306)
Net Property and Equipment $ 13,357,082 $ (328,972) $ - $ 13,028,111
March 25, 2025 Item #12 Page 411 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
13
Note 4. Fair Value Measurements:
The Organization defines fair value as the price that would be received to sell an asset or paid to
transfer a liability in an orderly transaction between market participants at the measurement date. A fair
value hierarchy is established that prioritizes the inputs to valuation techniques used to measure fair
value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for
identical assets or liabilities (Level 1 measurements) and the lowest priority to measurements involving
significant unobservable inputs (Level 3 measurements). The three levels of the fair value hierarchy are
as follows:
Level 1: Inputs are quoted market prices (unadjusted) in active markets for identical assets
or liabilities that the entity has the ability to access at the measurement date.
Level 2: Inputs other than quoted prices within Level 1 that are observable, either directly or
indirectly such as quoted prices for similar assets or liabilities in active markets or inactive
markets, or inputs other than quoted prices that are observable for the asset or liability.
Level 3: Inputs are unobservable. Valuations for assets and liabilities that are derived from
other valuation methodologies, including option pricing models, discounted cash flow
models and similar techniques, and not based on market exchange, dealer, or broker traded
transactions. Level 3 valuations incorporate certain assumptions and projections in
determining the fair value assigned to such assets or liabilities.
The Organization uses appropriate valuation techniques based on the available inputs to measure the
fair value of their investments. When available, the Organization measures fair value using Level 1
inputs because it generally provides the most reliable evidence of fair value. Level 3 inputs are only
used when Level 1 or Level 2 inputs are not available.
The use of different methodologies or assumptions to determine the fair value of certain financial
instruments could result in a different fair value measurement at the reporting date. The valuation
levels are not necessarily an indication of the risk or liquidity associated with the underlying
investments.
The table below presents the balances of assets measured at fair value on a recurring basis at June 30,
2024:
Fair Value Level 1 Level 2 Level 3
Financial Assets:
Cash and cash equivalents $ 3,653,020 $ 3,653,020 $ - $ -
Funds held by community foundations 801,886 801,886 - -
Total Financial Assets $ 4,454,906 $ 4,454,906 $ - $ -
Note 5. Concentration of Credit Risk:
Cash
The Organization maintains cash balances at several financial institutions. Accounts at these institutions
are secured by the Federal Deposit Insurance Corporation. At times, the balances may exceed federally
insured limits. There have been no losses in such accounts as of June 30, 2024. Management believes
that the Organization is not exposed to any significant credit risk with respect to its cash.
March 25, 2025 Item #12 Page 412 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
14
Note 5. Concentration of Credit Risk (continued):
Revenue and Receivables
The Organization received approximately 66% of its revenue from government contracts for the year
ended June 30, 2024, compared to 63% in the prior fiscal year. The Organization received $4.2 million
or 37% of its total revenue from Residential Services (STRTP) and $2.3 million or 20% of its total
revenue from its New Directions transitional housing program. For the year ended June 30, 2023, the
Organization received $4 million or 35% of its total revenue from Residential Services (STRTP) and
$12.9 million or 11% of its total revenue from its New Directions transitional housing program.
Pledges receivable totaled $4,713 at June 30, 2024 and $287 at June 30, 2023.
Note 6. Pledges Receivable
Pledges receivable consist of the following at June 30:
2024
Net pledges receivable $ 5,000
Less imputed discount (4,713)
$ 287
Contributions receivable consist of the following:
Due in less than one year
$ 5,000
Due in one to five years -
$ 5,000
The net present value for the pledges due in more than one year is discounted at a rate of 3%.
Note 7. Funds Held by Community Foundations:
Funds held by community foundations consist of endowment funds held by The San Diego Foundation
and the Jewish Community Foundation of San Diego (“the Foundations”) for the benefit of the
Organization.
The Organization has granted The San Diego Foundation variance power, which gives their Trustees
the power to use the Fund for other purposes in certain circumstances. The Funds are subject to The San
Diego Foundation’s investment and spending policies.
The San Diego Foundation endowment funds are invested in the following assets classes:
Asset Class %
Equity 40%
Hedge Funds 15%
Private Equity 15%
Fixed Income 10%
Real Estate 7%
Real Assets 3%
Private Credit 10%
March 25, 2025 Item #12 Page 413 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
15
Note 7. Funds Held by Community Foundations (continued):
The funds held at the Jewish Community Foundation of San Diego have been designated by the
Organization’s board of directors to be invested in their pool Organization funds, which have
endowment like investment objectives.
The Jewish Community Foundation of San Diego pool Organization funds are invested in the following
assets classes:
Asset Class %
Equity 42%
Private Assets 28%
Fixed Income 17%
Hedge Funds 13%
The Organization reports the fair value of the Funds in the statement of financial position. Changes in
the value of the Funds are reported as gains or losses in the statement of activities.
Note 8. Contingencies and Commitments:
Government Contracts – The Organization receives a significant portion of its revenues from
government contracts, which are subject to audits. No provision has been made for any liabilities that
may arise from such audits since the amounts, if any, cannot be determined. Management believes that
any liability, which may result from these audits, is not significant.
Litigation - In conducting its activities, the Organization is occasionally named in various legal claims
and litigations. Management believes that the ultimate resolution of such legal claims will not have a
material effect on the financial statements of the Organization.
Note 9. Operating Lease Commitments:
Casa De Amparo evaluated current contracts to determine which met the criteria of a lease. The right-
of-use (ROU) assets represent Casa De Amparo’s right to use underlying assets for the lease term, and
the lease liabilities represent Casa De Amparo’s obligation to make lease payments arising from these
leases. The ROU assets and lease liabilities, all of which arise from operating leases, were calculated
based on the present value of future lease payments over the lease terms.
During the year ended June 30, 2024, the Company recognized lease expense in relation to the leases described
above as follows:
Lease cost
Operating lease cost
Total lease cost
$ 238,753
$ 238,753
March 25, 2025 Item #12 Page 414 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
16
Note 9. Operating Lease Commitments (continued):
Casa De Amparo has elected to exercise the practical expedient permitting the use of the risk-free rate as the
discount rate for its leases when it does not have access to the rate implicit in the leases. The weighted average
remaining lease terms and weighted average discount rates for operating leases are as follows:
Operating
Weighted average remaining lease term 2 years
Weighted average discount rate 2.85%
Cash paid for amounts included in the measurement
of lease liabilities:
Operating cash flows from operating leases 32,561
The Organization leases program facilities under non-cancelable operating leases, which expire at
various dates through May 2025. Cash paid for operating leases for the year ended June 30, 2024, was
$249,983. There were no noncash investing and financing transactions related to leasing.
Future minimum lease payments under this operating lease as of June 30, 2024, are detailed below.
Year End
June 30,
2025
$ 49,170
2026 2,407
$ 56,238
Note 10. Nature and amount of net assets with donor restrictions:
Net assets with donor restrictions were available for the following purposes as of June 30:
tricted for specified purpose:
2024 2023
Land Lease – Ivey Ranch $ 806,758 $ 859,954
Capital Campaign for Teen Wellness Center
and Support Service Building
7,855,429
7,392,274
al restricted for specified purpose 8,662,187 8,252,228
Endowments subject to the Organization’s
spending policy and appropriation
187,031
171,653
al net assets with donor restrictions $ 8,849,218 $ 8,423,881
Net assets in the amounts of $235,585 and $346,282 were released from donor restrictions by incurring
expenses satisfying the purpose or time restrictions specified by donors for the years ended June 30,
2024 and 2023, respectively.
March 25, 2025 Item #12 Page 415 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
17
Note 10. Nature and amount of net assets with donor restrictions(continued):
The Organization sponsors a non-contributory 403(b) retirement plan covering all employees who have
completed 90 days of eligible service. Contributions to the retirement plan are at the discretion of each
employee. There were no contributions by the Organization for the years ended June 30, 2024 and
2023, respectively.
Note 11. Information Regarding Liquidity and Availability:
Contract revenue from the federal, state and local governments historically represent approximately
71% of the Organization’s operational funding needs. Support without donor restrictions averaged 26%,
and the remainder funded by contributions with donor restrictions and interest income.
The Organization’s cash flows have seasonal variations due to the concentration of contributions
received at calendar and fiscal year-end. To manage liquidity, the Organization has a policy to structure
its financial assets to be available as its general expenditures, liabilities, and other obligations come due.
The Organization invests cash in excess of its daily requirements in money market accounts and short-
term investments. As of June 30, 2024, the Organization had $379,198 available in its operating reserve
accounts. Additionally, the Organization has Board Designated net assets without donor restrictions
totaling $523,239 that, while the Organization does not intend to spend for those purposes other than
those identified, the amounts could be made available for current operations, if necessary.
The following table reflects the Organization’s financial assets as of June 30, 2024, reduced by amounts
that are not available to meet general expenditures within one year of the statement of financial position
date because of contractual restrictions or internal board designations. Amounts not available include
certain donor-restricted investments as more fully described in Note 10.
June 30,
2024
Financial assets at year-end:
Cash and cash equivalents
$ 396,066
Grants receivable 1,309,020
Pledges / Other Grants receivable 4,713
Certificates of deposit 3,653,020
Funds held by community foundations 801,886
Total financial assets 6,164,705
Less:
Amounts not available to be used within one year:
Restricted by donors with purpose restriction
(2,000,000)
Amounts available to management with Board’s approval:
Community foundation Organization fund
(415,925)
Amounts unavailable to management in perpetuity:
Donor restricted endowment (187,031)
Board-designated endowment (198,931)
Financial assets available to meet cash needs for
general expenditures within one year $ 3,362,818
March 25, 2025 Item #12 Page 416 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
18
Note 12. Endowment Funds:
Authoritative guidance related to not-for-profit entities provides guidance on the net asset classification
of donor-restricted endowment funds for a not-for-profit organization that is subject to an enacted
version of the Uniform Prudent Management of Institutional Funds Act of 2006 (“UPMIFA”) and
requires additional disclosures about an organization’s endowment funds. The Organization’s
endowment funds consist of four individual funds and includes both donor-restricted endowment funds
and funds designated by the Board of Directors to function as endowments. In accordance with the
authoritative guidance, net assets associated with the funds, including funds designated by the Board of
Directors to function as endowments, are classified and reported based on the existence or absence of
donor-imposed restrictions.
The Organization has interpreted UPMIFA as the prudent preservation of the fair value of the original
gift of the donor-restricted endowment funds absent explicit donor stipulations to the contrary. As a
result of this interpretation, the Organization classifies net assets with donor restrictions (a) the original
value of gifts donated to the permanent endowment, (b) the original value of subsequent gifts to the
permanent endowment, (c) accumulations to the permanent endowment made in accordance with the
direction of the applicable donor gift instrument at the time the accumulation is added to the fund and
(d) the remaining portion of the donor-restricted endowment until those amounts are appropriated for
expenditures by the Organization in a manner consistent with the standard of prudence prescribed by
the State of California’s UPMIFA. As such, much of the net realized and unrealized appreciation in the
fair value of the assets of an endowment fund over the historic dollar value of the fund is considered
prudent, unless the donor’s intention is indicated in the endowment.
Changes in endowment net assets for the year ended June 30, 2024 are as follows:
Without Donor
Restrictions
With Donor
restrictions Total
Endowment assets, June 30, 2023 $ 561,796 $ 171,653 $ 733,449
Investment return, net 53,059 15,378 68,437
Endowment assets, June 30, 2024 $ 614,855 $ 187,031 $ 801,886
Changes in endowment net assets for the year ended June 30, 2023 are as follows:
Without Donor
Restrictions
With Donor
restrictions Total
Endowment assets, June 30, 2022 $ 523,239 $ 160,489 $ 683,728
Investment return, net 38,557 11,164 49,721
Endowment assets, June 30, 2023 $ 561,796 $ 171,653 $ 733,449
Endowment net assets without donor restrictions identified in the tables above represent Board
designated net assets.
From time to time, the fair value of assets associated with donor-restricted endowment funds may fall
below the level that the donor or UPMIFA requires the Organization to retain as a fund of perpetual
duration. There were no deficiencies of this nature as of June 30, 2024 and 2023.
March 25, 2025 Item #12 Page 417 of 578
Casa De Amparo
Notes to Financial Statements
Year Ended June 30, 2024
19
Note 12. Endowment Funds (continued):
Due to the relatively small size of its endowment, the Organization has not enacted a policy of spending
principal or principal appreciation of the funds. The Organization invests the funds for total return and
reinvests all interest and dividends to enhance the growth of the funds. The Organization believes it is
beneficial to defer endowment spending and grow the endowment to a size that will have a meaningful
impact in stabilizing the revenues of the Organization.
Endowment and board-designated endowment funds are invested with a strong equity bias towards
significant diversification across investments with fundamentally different risk characteristics. In
general, assets are invested in funds that provide liquidity and diversification of security specific risk at
reasonable cost. The funds are invested with a long-term horizon without attempting to time market
movements. Allocations to asset classes are maintained in accordance with the long-term policy targets
and ranges approved by the Operations Committee and the Board of Directors.
Note 13. Loan Payable:
On April 20, 2017, the Organization refinanced its loan agreement with Wells Fargo Bank for the
purpose of financing the cost of construction of Casa Kids Campus. Interest is payable monthly at a
fixed rate of 4.35% and the loan matures on May 5, 2024. The loan is secured by the Casa Kids
Campus.
The Organization is subject to compliance with certain debt covenants under the loan agreement. The
Organization received a waiver for covenant non-compliance for the year ended June 30, 2024.
Effective May 30, 2024, Wells Fargo Bank removed all financial reporting, condition, or performance
covenants with specific due dates or reporting and compliance periods for the loan.
The loan was fully paid on December 26, 2023.
Note 14. Contribution of Non-Financial Assets:
The estimated fair value of donated goods and professional services is recorded in the financial
statements. Donated goods are recorded at fair value. Donated professional services are recognized in
the financial statements because the services require specialized skills, provided by individuals
possessing those skills, and would typically need to be purchased if not provided by donation. Casa De
Amparo may receive donated volunteer services which have not been reflected in the accompanying
financial statements because such services do not meet the criteria requirements of creating nonfinancial
assets or requiring specialized professional skills.
Casa De Amparo received contributions of non-financial assets from the various donors during the
fiscal year consisting of food and gift certificate donations valued at $531,450 as determined by the
respective retail value of each item. The donations were used to support the Organization’s programs.
The contributions of non-financial assets have been recorded in the statement of activities.
March 25, 2025 Item #12 Page 418 of 578
20
Ca
s
a
De
Am
p
a
r
o
Sc
h
e
d
u
l
e
of
Ex
p
e
n
d
i
t
u
r
e
s
of
Fe
d
e
r
a
l
an
d
St
a
t
e
Aw
a
r
d
s
Ye
a
r
E
n
d
e
d
J
u
n
e
3
0
,
2
0
2
4
Fe
d
e
r
a
l
Gr
a
n
t
o
r
/
P
a
s
s
-
Th
r
o
u
g
h
Gr
a
n
t
o
r
/
P
r
o
g
r
a
m
or
Cl
u
s
t
e
r
Ti
t
l
e
As
s
i
s
t
a
n
c
e
Li
s
t
i
n
g
Fe
d
e
r
a
l
Nu
m
b
e
r
Ex
p
e
n
d
i
t
u
r
e
s
FE
D
E
R
A
L
U.
S
De
p
a
r
t
m
e
n
t
of
Ho
u
s
i
n
g
an
d
Ur
b
a
n
De
v
e
l
o
p
m
e
n
t
Pa
s
s
-th
r
o
u
g
h
Co
u
n
t
y
of
Sa
n
Di
e
g
o
He
a
l
t
h
an
d
Hu
m
a
n
Se
r
v
i
c
e
s
:
Fo
s
t
e
r
Ca
r
e
Ti
t
l
e
IV
- E - Fo
s
t
e
r
Ca
r
e
93
.
6
5
8
*
$
2,
6
3
7
,
1
0
3
To
t
a
l
Pa
s
s
-th
r
o
u
g
h
Co
u
n
t
y
of
Sa
n
Di
e
g
o
He
a
l
t
h
an
d
Hu
m
a
n
Se
r
v
i
c
e
s
2,
6
3
7
,
1
0
3
Pa
s
s
-th
r
o
u
g
h
C
o
u
n
t
i
e
(
A
l
a
m
e
d
a
,
B
u
t
t
e
,
I
m
p
e
r
i
a
l
,
L
o
s
A
n
g
e
l
e
s
,
Ri
v
e
r
s
i
d
e
,
Sa
c
r
a
m
e
n
t
o
,
Sa
n
Be
r
n
a
r
d
i
n
o
,
So
n
o
m
a
,
Su
t
t
e
r
,
Ve
n
t
u
r
a
)
Fo
s
t
e
r
Ca
r
e
Ti
t
l
e
IV
-E
(G
r
o
u
p
Ho
m
e
an
d
Tr
a
n
s
i
t
i
o
n
a
l
Ho
u
s
i
n
g
Pr
o
g
r
a
m
pl
u
s
Fo
s
t
e
r
Ca
r
e
)
93
.
6
5
8
*
1,
6
2
6
,
3
6
5
To
t
a
l
Pa
s
s
-th
r
o
u
g
h
Co
u
n
t
y
of
Sa
n
Be
r
n
a
r
d
i
n
o
1,
6
2
6
,
3
6
5
To
t
a
l
Ex
p
e
n
d
i
t
u
r
e
s
of
Fe
d
e
r
a
l
Aw
a
r
d
s
$
4,
2
6
3
,
4
6
8
March 25, 2025 Item #12 Page 419 of 578
21
Casa De Amparo
Notes to Schedule of Expenditures of Federal, State and Other Awards
Year Ended June 30, 2024
Note 1 - Basis of Presentation
The accompanying Schedule of Federal, State and Other Awards (the “Schedule”) includes the federal
grant activity of Casa de Amparo under programs of the federal government for the year ended June 30,
2024. The information in this Schedule is presented in accordance with the requirements of Title 2 U.S.
Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and
Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a
selected portion of the operations of Casa de Amparo, it is not intended to and does not present the
financial position, changes in net assets or cash flows of Casa de Amparo.
Note 2 - Summary of Significant Accounting Policies
Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such
expenditures are recognized following the Cost Principles contained in the Uniform Guidance, wherein
certain types of expenditures are not allowable or are limited as to reimbursement. Casa de Amparo has
elected not to use the 10-percent de minimis indirect cost rate allowed under the Uniform Guidance.
Note 3 - Comingled Funding
The Foster Care Title IV- E - Foster award amounts that are passed through County of San Diego
Health and Human Services are noted as major programs due to comingled funding from federal and
state. The breakdown of federal and state Care funding was determined at the time of audit fieldwork.
March 25, 2025 Item #12 Page 420 of 578
INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER
FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS
BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED
IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
To the Board of Directors of
Casa De Amparo
San Marcos, CA
We have audited, in accordance with the auditing standards generally accepted in the United States
of America and the standards applicable to financial audits contained in Government Auditing
Standards issued by the Comptroller General of the United States, the financial statements of Casa
De Amparo (a nonprofit organization), which comprise the statement of financial position as of June
30, 2024 , and the related statements of activities, and cash flows for the year then ended, and the
related notes to the financial statements, and have issued our report thereon dated November 12,
2024.
Internal Control Over Financial Reporting
In planning and performing our audit of the financial statements, we considered Casa De Amparo's
internal control over financial reporting (internal control) as a basis for designing audit procedures
that are appropriate in the circumstances for the purpose of expressing our opinion on the financial
statements, but not for the purpose of expressing an opinion on the effectiveness of Casa De
Amparo’s internal control. Accordingly, we do not express an opinion on the effectiveness of the Casa
De Amparo’s internal control.
A deficiency in internal control exists when the design or operation of a control does not allow
management or employees, in the normal course of performing their assigned functions, to prevent,
or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a
combination of deficiencies, in internal control such that there is a reasonable possibility that a
material misstatement of the entity's financial statements will not be prevented or detected and
corrected on a timely basis. A significant deficiency is a deficiency, or a combination of
deficiencies, in internal control that is less severe than a material weakness, yet important enough to
merit attention by those charged with governance.
Our consideration of internal control was for the limited purpose described in the first paragraph of
this section and was not designed to identify all deficiencies in internal control that might be material
weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies
may exist that have not been identified
March 25, 2025 Item #12 Page 421 of 578
Report on Compliance and Other Matters
As part of obtaining reasonable assurance about whether Casa De Amparo’s financial statements are
free from material misstatement, we performed tests of its compliance with certain provisions of
laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct
and material effect on the determination of financial statement amounts. However, providing an
opinion on compliance with those provisions was not an objective of our audit, and accordingly, we
do not express such an opinion. The results of our tests disclosed no instances of noncompliance or
other matters that are required to be reported under Government Auditing Standards.
Purpose of This Report
The purpose of this report is solely to describe the scope of our testing of internal control and
compliance and the results of that testing, and not to provide an opinion on the effectiveness of the
organization’s internal control or on compliance. This report is an integral part of an audit performed
in accordance with Government Auditing Standards in considering the Organization’s internal
control and compliance. Accordingly, this communication is not suitable for any other purpose.
Pinnacle Accounting & Financial Services
Sacramento, CA
November 12, 2024
23
March 25, 2025 Item #12 Page 422 of 578
INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE FOR EACH MAJOR
PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE
UNIFORM GUIDANCE
To the Board of Directors of
Casa De Amparo
San Marcos, CA
Report on Compliance for Each Major Federal Program
Opinion on Each Major Federal Program
We have audited Casa De Amparo's compliance with the types of compliance requirements identified as
subject to audit in the OMB Compliance Supplement that could have a direct and material effect on each of
Casa De Amparo’s major federal programs for the year ended June 30, 2024. Casa De Amparo’s major
federal programs are identified in the summary of Auditors’ results section of the accompanying schedule
of findings and questioned costs.
In our opinion, Casa De Amparo complied, in all material respects, with the types of compliance
requirements referred to above that could have a direct and material effect on each of its major federal
programs for the year ended June 30, 2024.
Basis for Opinion on Each Major Federal Program
We conducted our audit of compliance in accordance with auditing standards generally accepted in the
United States of America; the standards applicable to financial audits contained in Government Auditing
Standards, issued by the Comptroller General of the United States; and the audit requirements of Title 2
U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and
Audit Requirements for Federal Awards (Uniform Guidance). Our responsibilities under those standards
and the Uniform Guidance are further described in the Auditors’ Responsibilities for the Audit of
Compliance section of our report.
We are required to be independent of Casa De Amparo and to meet our other ethical responsibilities, in
accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we
have obtained is sufficient and appropriate to provide a basis for our opinion on compliance for each major
federal program. Our audit does not provide a legal determination of Casa De Amparo’s compliance with
the compliance requirements referred to above.
Responsibilities of Management for Compliance
Management is responsible for compliance with the requirements referred to above and for the design,
implementation, and maintenance of effective internal control over compliance with the requirements of
laws, statutes, regulations, rules, and provisions of contracts or grant agreements applicable to Casa De
Amparo’s federal programs.
Auditors’ Responsibilities for the Audit of Compliance
Our objectives are to obtain reasonable assurance about whether material noncompliance with the
compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion
March 25, 2025 Item #12 Page 423 of 578
on Casa De Amparo’s compliance based on our audit. Reasonable assurance is a high level of assurance
but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with
generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance will
always detect material noncompliance when it exists. The risk of not detecting material noncompliance
resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery,
intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the
compliance requirements referred to above is considered material if there is a substantial likelihood that,
individually or in the aggregate, it would influence the judgment made by a reasonable user of the report
on compliance about Casa De Amparo’s compliance with the requirements of each major federal program
as a whole.
In performing an audit in accordance with generally accepted auditing standards, Government Auditing
Standards, and the Uniform Guidance, we:
• Exercise professional judgment and maintain professional skepticism throughout the audit.
• Identify and assess the risks of material noncompliance, whether due to fraud or error, and design and
perform audit procedures responsive to those risks. Such procedures include examining, on a test
basis, evidence regarding Casa De Amparo’s compliance with the compliance requirements
referred to above and performing such other procedures as we considered necessary in the
circumstances.
• Obtain an understanding of Casa De Amparo’s internal control over compliance relevant to the audit
in order to design audit procedures that are appropriate in the circumstances and to test and report
on internal control over compliance in accordance with the Uniform Guidance, but not for the
purpose of expressing an opinion on the effectiveness of Casa De Amparo’s internal control over
compliance. Accordingly, no such opinion is expressed.
We are required to communicate with those charged with governance regarding, among other matters, the
planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal
control over compliance that we identified during the audit.
Report on Internal Control Over Compliance
In planning and performing our audit of the financial statements, we considered Casa De Amparo’s
internal control over financial reporting (internal control) as a basis for designing audit procedures that are
appropriate in the circumstances for the purpose of expressing our opinion on the financial statements, but
not for the purpose of expressing an opinion on the effectiveness of Casa De Amparo’s internal control.
Accordingly, we do not express an opinion on the effectiveness of Casa De Amparo’s internal control.
Our consideration of internal control over compliance was for the limited purpose described in the
Auditor’s Responsibilities for the Audit of Compliance section above and was not designed to identify all
deficiencies in internal control over compliance that might be material weaknesses or significant
deficiencies in internal control over compliance. Given these limitations, during our audit we did not
identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as
defined above. However, material weaknesses or significant deficiencies in internal control over
compliance may exist that were not identified.
Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control
over compliance. Accordingly, no such opinion is expressed.
The purpose of this report on internal control over compliance is solely to describe the scope of our testing
of internal control over compliance and the results of that testing based on the requirements of the Uniform
Guidance. Accordingly, this report is not suitable for any other purpose.
Pinnacle Accounting & Financial Services
Sacramento, CA
November 12, 2024
25
March 25, 2025 Item #12 Page 424 of 578
Casa De Amparo
Schedule of Findings and Questioned Costs
June 30, 2024
26
I. Summary of Auditors’ Results
FINANCIAL STATEMENTS
(a) Type of report issued on whether the financial statements were prepared in accordance
with accounting principles generally accepted in the United States of America:
Unmodified opinion
(b) Internal control deficiencies over financial reporting disclosed by the audit of the
financial statements:
▪ Material weaknesses identified: No
▪ Significant deficiencies identified: No
(c) Noncompliance material to the financial statements: No
FEDERAL AWARDS
(d) Internal control over major programs:
▪ Material weaknesses identified: No
▪ Significant deficiencies identified: No
(e) Type of report issued on compliance for major program: Unmodified
(f) Any audit findings disclosed that are required to be reported in accordance with the
Uniform Guidance 2 CFR 200.516(a): No
(g) Major program:
▪ 93.658 – Foster Care Title IV-E
(h) Dollar threshold used to distinguish between Type A and Type B programs: $750,000
(i) Auditee qualified as a low-risk auditee: No
II. Findings- Financial Statement Audit
No findings noted
III. Findings and Questioned Costs- Major Federal Award Programs Audit
No findings noted
March 25, 2025 Item #12 Page 425 of 578
Casa De Amparo
Schedule of Findings and Questioned Costs
June 30, 2024
27
IV. Schedule of Prior Year Findings and Questioned Costs
Finding Number: 2023-001
Finding Summary: The Organization’s policies and processes regarding review of financial reports were not
consistently applied.
Status: Corrected.
Finding Number: 2023-002
Finding Summary: The Organization’s policies and processes regarding review of underlying detail of
program expenses and compliance reporting were not consistently applied.
Status: Corrected.
March 25, 2025 Item #12 Page 426 of 578
FY 2025/2026 CDBG Carlsbad Application Executive Summary
Founded in 1978 by a local San Diego County group of women concerned about domestic violence
and the welfare of children, Casa de Amparo envisions a community where child abuse and neglect
are not tolerated, and where child abuse awareness and prevention are priorities. As a major force
in the field of child abuse prevention, we partner with the greater San Diego community and
beyond to ensure that children and their families receive unique and innovative services for
healing, for stopping child mistreatment of any kind, and for ending generational cycles of abuse.
With the mission to support those affected by and at risk of child abuse and neglect through a range
of programs and services that promote healing, growth, and healthy relationships, Casa de Amparo
delivers services via two primary programs: Residential Services and New Directions, as well as
provides supplementary therapeutic programming and activities for all youth served.
As a California Community Care Licensed Short-Term Residential Therapeutic Program
(STRTP), our Residential Services program provides trauma-informed, intensive residential care
to youth dependents of Child and Family Well-Being and wards from county probation. The
program serves youth and adolescents ages 12–18 from various ethnic backgrounds, as well as
homeless and LGBTQIA youth and youth with disabilities, who have been impacted by Adverse
Childhood Experiences (ACES) and trauma, including severe neglect, domestic violence, gang
activity, substance abuse, and/or exposure to violence in the community. Additionally, we serve
girls with special health care needs, who are pregnant and/or parenting, and/or involved in or at
risk of involvement in commercial sexual exploitation (CSE). This component of the program
provides the girls with a designated space to experience pregnancy and motherhood in home-like
cottages separate from our other on-site residential cottages. We provide 24-hour supervised care
for all residents, including medical treatment, meals, transportation, recreation, counseling, life
skills (including money management) and social skills development, education coordination, and
case management.
Our New Directions transitional housing program serves adolescents and young adults ages 18–
25 who are transitioning from the foster care system, including those who are pregnant and/or
parenting, and equips them with the necessary skills and resources to successfully transition to
independent living. This program operates out of Casa de Amparo’s Oceanside campus. Program
supports include intensive case management; stable housing with subsidized rent (off-site from
Casa de Amparo’s campus); furnishings and basic necessities; support for overall medical and
mental health; employment, education, and career planning; money management; life skills
training; relationship mediation; monthly gift cards for groceries and transportation; emancipation
funds available upon high school graduation; optional matched personal savings program; and
parenting skill-building for residents with children.
KEY STAFF
Katherine (Kathy) Karpé, CFRE, is the Chief Executive Officer of Casa de Amparo and a
passionate advocate for underserved children and youth, bringing over two decades of experience
with progressive organizations to address their needs. Since joining Casa de Amparo in 2003 as
Director of Development, Kathy has applied her fundraising expertise and strategic vision to
March 25, 2025 Item #12 Page 427 of 578
Casa de Amparo | FY 2025/2026 CDBG Application for City of Carlsbad 2
advance the organization’s mission of treating and preventing child abuse and neglect. As CEO,
she oversees all programs, services, and administration, while also leading strategic partnerships
and donor relations, including capital campaigns, grant writing, events, volunteer recruitment, and
public relations. Her leadership was instrumental in constructing the TrueCare & Lennar
Foundation health center, an on-site healthcare facility at the San Marcos Casa Kids campus,
providing critical access to healthcare and safe spaces for foster youth and trauma survivors.
Recognized for her results-driven leadership and interpersonal acumen, Kathy received the 2018
Spirit of Carol Sigelman Award from the North County Philanthropy Council for her contributions
to North County San Diego.
Gerardo Gonzales holds Casa de Amparo’s Maintenance Supervisor position and is responsible for
the comprehensive oversight of the maintenance department, leading a team and managing various
tasks to ensure the organization's facilities and equipment are well-maintained. This includes
directing and evaluating maintenance staff, overseeing project management and delegation of
assignments, monitoring vendors' compliance with agency policies, serving as the agency Safety
Officer, and ensuring adherence to regulations and standards. Gonzales also coordinates
emergency response efforts, manages maintenance project budgets and expenditures, schedules
and executes maintenance tasks, collaborates with various departments for special events, and
ensures the completion of checklists for facilities, equipment, kitchens, vehicles, and preventive
maintenance. Additionally, Gonzales oversees grounds maintenance, monitors water systems,
coordinates resident apartment repairs, and ensures compliance with local agreements and
regulations. Regular participation in meetings and collaboration with volunteers are also part of
Gonzales’ role.
BUDGET & TIMELINE
Casa de Amparo respectfully requests $80,000.00 to replace the heating, ventilation, and air
conditioning (HVAC) system at our Oceanside campus. HVAC system replacement is essential
to enhance the comfort, safety, and energy efficiency of the facility, which provides behavioral
health services to local transitional-age youth. The project involves replacing five outdated
gas/electric package units and one evaporative cooler with modern, high-efficiency equipment
designed to meet the specific needs of the facility. These upgrades will improve indoor air
quality, maintain consistent temperatures, and ensure reliable system performance, fostering a
stable environment for youth who rely on us for critical services.
The estimated cost of the project includes all labor at prevailing wage, materials, and equipment
necessary for the removal and installation of the new systems. The work will adhere to
environmental and safety standards, including proper disposal of old equipment and compliance
with Environmental Protection Agency regulations. By investing in this infrastructure
improvement, Casa de Amparo aims to reduce operational costs through increased energy
efficiency, allowing more resources to be allocated toward program enhancements.
This project is critical for supporting transitional-age youth, ensuring they can focus on recovery
and personal development in a comfortable and supportive space. With the project slated for
completion in early 2025, Casa de Amparo is committed to creating a healthier environment for
the individuals we serve.
March 25, 2025 Item #12 Page 428 of 578
1 | P a g e
October 24, 2024.
JAS Mechanical Proposal
Submitted To: GRANT GENERAL CONTRACTORS
Submitted For: CASA DE AMPARO
We hereby submit specifications and estimates for the following per mechanical
sheets:
I. GENERAL INSTALL:
1. RTU 1 (1) CARRIER 48VLUK300603 2.5ton Nominal 15 SEER Small Package G/E Roof
Top Unit w/Ultra Low NOx 60,000 BTU/HR 208/230-3-60. Includes OSA Hood Coastal
Coating on both Evap & Cond. Coils.
2. RTU 2, 3 (2) CARRIER 48VLUK360603 3ton Nominal 15 SEER Small Package G/E Roof
Top Unit w/Ultra Low NOx 60,000 BTU/HR 208/230-3-60. Includes Vertica Economizer
Coastal Coating on both Evap & Cond. Coils.
3. RTU 4, 5 (2) CARRIER 48VLUK480903 4ton Nominal 15 SEER Small Package G/E Roof
Top Unit w/Ultra Low NOx 60,000 BTU/HR 208/230-3-60. Includes Vertica Economizer
Coastal Coating on both Evap & Cond. Coils.
4. Evap. Cooler 1 (1) CHAMPION-ESSICK 3000SD 3,000CFM Side Discharge w/single
speed 115v 1/3 HP Motor
4. (5) Factory Curb Adapters
5. (5) Digital T-24 Compliant Thermostat T4800 Venstar.
March 25, 2025 Item #12 Page 429 of 578
2 | P a g e
II. INCLUSIONS:
1. All Labor and Material for RTU Removal and ReInstall.
2. All Labor and Material for all S/A and R/A plenums.
3. All Labor and Material for New t-stats
4. All Labor and Material for Evap. Cooler Removal and ReInstall.
III. EXCLUSIONS:
Permits, Engineering, Drawings and As-builts, Inspections, Fire Life & Safety Systems
and Smoke detectors, All Ductwork below Roof line, Not Responsible for Air Balance,
Cut, Patch, Line Voltage, Conduit, Framing, Roof Openings, All Plumbing, Access
Doors in Finished Surfaces, General Demo.
IV. NOTES:
Our proposal is based on drawings mentioned above and includes labor, tools, equipment,
materials, and applicable taxes required to fully complete the Mechanical installation for
this project. This price is based on (Mon-Fri) during normal business hours.
March 25, 2025 Item #12 Page 430 of 578
3 | P a g e
V. TERMS and CONDITIONS:
1. The correctness and completeness of the contract documents is the sole responsibility
of those who have prepared them. This proposal covers only that work which is
adequately shown, described and detailed in the above-reference contract documents.
2. We request written notification of acceptance of this proposal prior to any contractual
performances by JAS Mechanical Contractors.
3. Change Orders will not be executed until written approval from the person of
authority as defined by the Contract as received.
4. This proposal excludes the assumption of the risk of nonpayment to the general
contractor.
5. Monthly progress payments being paid on time, and on a regularly scheduled basis.
6. This scope letter will be made part of the contract.
7. This proposal is based on entering into a subcontract with your firm equal to an AIA
standard form contract; that is no more exacting than the contract between your firm
and the owner.
8. A mutually developed job schedule.
9. The proposal is based on the understanding that you and all of your subcontractors
will comply with applicable terms and provisions of the Occupational Safety and
Health Act of 1970.
10. This proposal is valid for sixty (30) days from the date of Bid.
11. General Contractor to provide space on-site for staging and storing of materials.
12. General Contractor to establish all lines and grades for layout purposes.
13. We will not be responsible for work done for our account unless specifically
authorized by us in writing.
14. This proposal is based on a forty (40) hour workweek.
15. We will not participate in a liquidated damages expense if damages are due to any
cause other than our own actions.
March 25, 2025 Item #12 Page 431 of 578
4 | P a g e
VI. PRICING:
Labor/Adjustments: $20,045.00
Material:
Taxable: $43,840.00
Non-Taxable: $1,850.00
Total Building: $65,735.00
March 25, 2025 Item #12 Page 432 of 578
PROJECT AGREEMENT FOR BUILDING ENVIRONMENTAL SYSTEMS
Proposal Date Proposal Number Page
AGREEMENT BETWEEN:
Ontario Refrigeration Service, Inc.
AND
SERVICES WILL BE PROVIDED AT THE FOLLOWING LOCATION(S):
ONTARIO REFRIGERATION WILL PROVIDE THE FOLLOWING TO CUSTOMER:
As a condition of performance, payments are to be made on a progress basis. Invoice payment must be made within ten (10) days of' receipt. Any
alteration or deviation from the above proposal involving extra cost or material or labor will become an extra charge over the sum stated above. This
proposal will become a binding Agreement only after acceptance by Customer and approval by the President of Ontario Refrigeration as evidence by
their signatures below. This Agreement sets forth all of the terms and conditions binding upon the parties hereto on the reverse hereof; and no person
has authority to make any claim, representation, promise or condition on behalf of Ontario Refrigeration which is not expressed herein. Proposal valid
for 45 days from original proposal date.
CUSTOMER Ontario Refrigeration
Signature (Authorized Representative)Signature (Sales Representative)
SignatureName (Print/Type)
Title Title
Date Date
Approved by Contractor:
Phil Talleur
President
hereinafter CUSTOMER hereinafter Ontario Refrigeration
(909) 984-2771
October 10, 2024 S5424307 1 of 3
Casa De Amparo
325 Buena Creek Road
San Marcos, CA 92069
635 S. Mountain Ave.
Ontario, CA 91762
103 Rancho Del Oro Drive (Units 1, 2, 3, 4, 5, and Evaporative Cooler)
Oceanside, CA 92057
Equipment, labor, and materials to replace (5) gas/electric package units and (1) evaporative cooler
at the above listed location. This will include the following:
* Provide crane service and rigging on the agreed upon weekday morning
* Disconnect, remove, and dispose of the existing unit per EPA regulations
* Furnish and install the following new Carrier brand equipment:
** Unit 1, Bldg 103B: (1) 2.5-ton gas/electric package unit (model 48VLUK30)
** Units 2 and 3, Bldg 103B: (2) 3-ton gas/electric package units (model 48VLUK36)
cont.
Seth Herndon
March 25, 2025 Item #12 Page 433 of 578
SUPPLEMENT TO PROJECT AGREEMENT PAGE
PROJECT AGREEMENT FOR BUILDING ENVIRONMENTAL SYSTEMS
Proposal Date Proposal Number Page
CONTRACTOR WILL PROVIDE THE FOLLOWING TO CUSTOMER (continued):
THE SERVICES DESCRIBED ABOVE ARE GOVERNED BY THE TERMS AND CONDITIONS OF THE
PROJECT PROGRAM AS SET FORTH ON THE OF AGREEMENT PAGE
October 10, 2024 S5424307 2 of 3
** Units 4 and 5, Bldg 103A: (2) 4-ton gas/electric package units (model 48VLUK48)
* New package units to include adapter curbs, indoor/outdoor coil coatings, service disconnects/
fuses, gas flex lines with sediment traps, and Venstar T4800 thermostats; units 3-tons and over to
include factory economizers; unit under 3-ton capacity to include OSA hood with manual damper
* Furnish and install (1) new 3,000 CFM Champion-Essick evaporative cooler, including single-
speed blower motor, new flex connector to meet existing ductwork, and new wood sleepers
* Connect new units to existing duct, drain, piping, electrical, and controls conditions
* Perform new unit start up procedures and test for proper operations
Total Contract Price: $79,805.00
* Terms: 1/3 upon signing, 1/3 upon equipment receipt and scheduling, final 1/3 upon completion
* Lump Sum Pricing per Publication 9 of the CA State Board of Equalization
* Estimated pricing breakdown (for informational purposes only):
** Equipment/materials: $58,910.00; Labor: $19,920.00; Crane: $975.00
Exclusions: Permits, Engineering, Drawings, As-builts, Inspections, Overtime/Holiday/Weekend
work, Fire Life Safety systems, Smoke detectors, Building EMS upgrades/tie-in or other controls
work, Prevailing wage, Retention, Liquidated damages, Bonding, Contract transfers, Ductwork below
roof line, Spring isolation hardware, Paint/patch, Roofing, Certified air balance or balance report, Fire
dampers or SFDs, Temporary HVAC, Repairs or modifications to existing mechanical equipment,
Anything not listed above
Warranty: 1 year parts and labor; 2nd through 5th year compressor only, no labor; any additional
manufacturer-provided parts warranty will be extended to the customer as is
Thank you for this opportunity to be of service. Please feel free to call or email me with any
questions or concerns you may have.
Thanks in advance!
Seth Herndon
Project Sales Associate // San Diego Office // (858) 675-6300 // SHerndon@OntRef.com
March 25, 2025 Item #12 Page 434 of 578
March 25, 2025 Item #12 Page 435 of 578
Housing & Homeless Services
1200 Carlsbad Village Dr. °Carlsbad, CA 92008 °442-339-2810 t | housing@carlsbadca.gov Page 1 of 7
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
NOTICE OF FUNDING AVAILABILITY
The City of Carlsbad is pleased to announce the availability of applications for the fiscal year 2025-26
Community Development Block Grant (CDBG) program. The CDBG program is federally funded by the
Department of Housing and Urban Development and is administered by the city to provide assistance to
lower-income residents and communities. For FY 2025-26, the total CDBG award to Carlsbad for local
disbursement is estimated at $550,741 – available in the following categories:
Category Key Details Estimated Available
Public Services
• Programs assisting low-income households
• Services carried out by non-profit agencies
• Funding capped at 15% of grant
$82,611
Administration/
Fair Housing
•Subrecipient oversight
• Compliance with federal requirements
• Financial management
• Fair Housing services
• Funding capped at 20% of grant
$110,148
Affordable Housing/
Facility Improvements
• Facility improvements for non-profits
• Acquisition/rehabilitation of affordable housing
$357,981
Applications Due: Jan. 17, 2025, by 5 p.m. Contact: Erin Peak
Details:housing@carlsbadca.gov Program Manager
*Email Submission Highly Encouraged* 442-339-2043
erin.peak@carlsbadca.gov
Paper copies may be delivered to:
City of Carlsbad
Housing & Homeless Services
1200 Carlsbad Village Drive
Carlsbad, CA, 92008
ESTIMATED TIMELINE
*Dates are tentative and subject to change. All public meetings and review and comment periods will
be separately publicly noticed*
Notice of Funding Availability Nov. 20, 2024
Applications Due Jan. 17, 2025
Housing Commission March 2025
30-day public review/comment April 2025
City Council Public Hearing April 2025
March 25, 2025 Item #12 Page 436 of 578
Housing & Homeless Services
1200 Carlsbad Village Dr. °Carlsbad, CA 92008 °442-339-2810 t | housing@carlsbadca.gov Page 2 of 7
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
FY 2025-26 FUNDING APPLICATION
INSTRUCTIONS
This application must be completed for each organization seeking CDBG funding from the City of Carlsbad.
All information requested must be provided or the application will be considered incomplete and will not
be further evaluated for funding consideration.
Step 1. Complete fillable application and submit prior to Jan. 17, 2025 by 5 pm.
Step 2. Include required attachments – combine into one file saved as “Applicant Name – Year – CDBG
Application Attachments.”
Board of Directors' resolution authorizing submittal of application
Board of Directors' resolution designating official(s) authorized to enter into agreements on
behalf of organization.
(Note: One resolution both authorizing submittal of applications and entering into
agreements may be substituted for the above two documents.)
Sample Intake Form
List of Board of Directors
Financial Audit Report for the most recently ending Fiscal Year
Application executive summary, including key staff, budget, and timeline.
Organizational chart
Improvement/Construction projects only if applicable: Architectural plans, scope of work, cost
estimates, property site information, as appropriate.
To be completed by Housing Services Division staff
Date Received: Local Objective:
Person Completing Review:Complete:
✔
✔
✔
✔
✔
✔
✔
March 25, 2025 Item #12 Page 437 of 578
Housing & Homeless Services
1200 Carlsbad Village Dr. °Carlsbad, CA 92008 °442-339-2810 t | housing@carlsbadca.gov Page 3 of 7
APPLICANT INFORMATION
Organization Name:Federal Unique Entity
Identification Number
Address:Contact Phone:
Contact person/title:Contact email:
Organization Type: Nonprofit For-profit Local public agency State public agency
Other (Please specify)
Please describe the mission/purpose of the organization:
Please provide the organization date of incorporation and number of years providing proposed
program/project?
Please describe the organization staff positions directly responsible for the proposed program and their
qualifications and experience:
Please indicate your agency's level of experience with the CDBG program:
No or little experience (up to 1 year of using CDBG funds)
Some experience (2 to 3 years of using CDBG funds)
Moderate experience (4 to 5 years of using CDBG funds)
Considerable experience (more than 5 years of using CDBG funds)
PROJECT/PROGRAM INFOMATION
Please provide implementation schedule for proposed project or program, including important steps
such as hiring staff, obtaining bids, acquiring property, etc. If project involves property acquisition or
construction, include plans, scope of work, cost estimates, or other applicable documents in
appendices.
Interfaith Community Services, Inc.N28YBWSB8UU8
550 W. Washington Ave., Escondido, CA 92025 760-458-6913
Vannessa Marshall/Director of Coastal Services vmarshall@interfaithservices.org
Interfaith Community Services (Interfaith) empowers people in need to stabilize and improve their lives through comprehensive
programs, in partnership with diverse faith communities and people of compassion.
Interfaith was founded in 1979 as a result of a collaboration of diverse faith communities. Interfaith became incorporated as a 501(c)3
in August 1982. Interfaith has operated a Carlsbad Service Center (previously Carlsbad Hiring Hall) since 2014.
The program will be overseen by Vannessa Marshall, Director of Coastal Services. Marshall has worked at the Carlsbad Service Center (CSC) since 2015 and is pursuing a Master of Nonprofit Management and Leadership from the University of San Diego. Day-to-dayoperations will be managed by Ian Scott, Program Manager. Scott joined Interfaith in 2022 as a Homeless Outreach worker and was promoted to the Program Manager position in 2024. He has specialized in outreach, housing navigation, and shelter programs.Direct services staff includes two Case Managers, Sonia Cortez and Aileen Sanchez. Cortez joined Interfaith in November 2024 and brings over 5 years of experience working as a vocational case manager and over nine years supporting employment and housing stability.Sanchez joined Interfaith in 2023 and brings four years of experience in case management. Both are bilingual (English/Spanish). Case Managers will be supported by an Intake Specialist, Marie Cameau, who brings experience providing support to older adults and servednumerous years as a bilingual office assistant with the San Diego County HHSA Family Resource Center. Tanya Freeman is an Outreach Peer Support Specialist based at the CSC and served four years in the Navy before starting a new chapter in San Diego, where she’sbeen dedicated to supporting veterans and the unhoused community.
Contract Initiation: May 2025 (City Council approval of allocations); internal cross-department meeting held within 7 days of contract initiation.
Staffing: Confirm all staff positions. Currently, all proposed positions are hired/filled.
Project Site: Services will be provided at the existing Carlsbad Service Center, owned and operated by Interfaith.
Review/Update Policies and Procedures: Staff to review P&P with Quality Assurance Specialist for alignment with contract regulations and
responsibilities, and update within 30 days.
Review/Update Intake Packet: Staff to review the current Intake Packet forms and adjust, if needed, within 30 days.
Program Supplies: Staff to inventory program supplies and place orders, if needed, withing 30 days.
Marketing: Staff to update services availability via communications platforms within 30 days.
Initiate Services: All primary services to begin immediately; estimated start date of July 1, 2025.
✔
March 25, 2025 Item #12 Page 438 of 578
Housing & Homeless Services
1200 Carlsbad Village Dr. °Carlsbad, CA 92008 °442-339-2810 t | housing@carlsbadca.gov Page 4 of 7
Describe steps already completed or to be completed to initiate project. These may include community
support, staffing, securing an appropriate location, marketing and networking.
Describe the program’s timeline with dates and times, including the earliest possible start dates, end
dates and milestones, as applicable.
Describe the work to be performed, including the activities to be undertaken or the services to be
provided, and the goals and objectives of the program/project:
How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be
specific such as direct services to client’s home, transportation provided to and from facility, or relation
to public transportation.)
Does your agency focus its activities on populations with special needs? If yes, please specify
population (Homeless households, persons with disabilities, persons with substance abuse, veterans,
farmworkers, seniors, children, etc.)
Please describe how low-and-moderate income persons will benefit from the proposed
program/project.
What is the approximate percentage of your clients that have annual family incomes in each of the
following ranges: (Percentages should add to 100%)
% of clients are at 30% or below the area median income
_ % of clients are between 31% to 50% of the area median income
% of clients are between 51% to 79% of the area median income
% of clients are at 80% or above the area median income
Interfaith is fully prepared to initiate the proposed CDBG project upon contract execution with the City of Carlsbad. The staffing, facility space, and program policies and
procedures are in place at Interfaith’s Carlsbad Service Center to implement all project activities. Interfaith has a strong history of working with the Carlsbad community, is
an active member of regional networks including the Regional Task Force on Homelessness and Alliance for Regional Solutions, and partners with a wide array of internal
and external resources including the County of San Diego, health centers, emergency shelters, employers, job training programs, veterans’ programs, and other
nonprofits. Staff attend monthly City of Carlsbad hosted Care Conferencing and Carlsbad Collaboration meetings, and Community Information Exchange (CIE) Partner
monthly gatherings. In addition, all staff positions are filled and Interfaith recently hired an Outreach Peer Support Specialist.
13
81
5
1
Contract Initiation: May 2025 (City Council approval of allocations); Internal grant kick-off meeting held within 7 days of contract initiation.
Contract Services Initiated: Within 15 days of contract initiation. Marketing and Networking: Within 30 days of contract initiation and
ongoing. Update services availability via communications platforms. Partnership and Employer Cultivation: Distribute referral information to
stakeholders. Update and engage network of employers. Performance Reporting: Prepare and submit reports, as required. Monitor
progress towards stated performance goals. Project team to adjust, as needed. Contract End Date: 12 months following contract initiation.
Interfaith proposes to provide housing and social services at its Carlsbad Service Center to address Priority 2 (Prevent and Reduce Homelessness) and Priority 3 (Strengthen support services for lower income residentsand residents with special needs) of the City’s consolidated plan as follows: - Interfaith will prevent homelessness in Carlsbad by providing rental assistance and security deposit assistance in emergency situations tolow-income households at risk of homelessness. Case managers determine eligibility and engage clients in a service plan aimed at lasting solutions. - Interfaith will strengthen support for low-income residents throughsupportive services through referrals to internal and external resources aimed at improving self-sufficiency. Goals and Objectives: The proposed project will support 500 unduplicated Carlsbad homeless and low-incomeindividuals by providing them access to essential services including: homelessness prevention and housing stabilization, emergency food, supportive services, clinical and behavioral health referrals, and
employment/education assistance. Over a 12-month grant period, funding from the Carlsbad CDBG will provide: • Homelessness prevention aimed at preventing homelessness for at least 10 Carlsbad households through
emergency rental assistance and case management. • Employment and education assistance aimed at increasing income and self-sufficiency for at least 20 individuals; and, • Basic needs (e.g. emergency food andhygiene kits) to at least 500 unduplicated Carlsbad individuals and their families.
Carlsbad residents will have convenient access to the program through Interfaith’s Carlsbad Service Center, located at 5731 Palmer Way. This location
includes a lobby/reception area, staff offices, computer lab, food pantry, and other meeting/program space. Free parking is available on site and the service
center is located on the El Camino Real thoroughfare, easily accessible by public transportation (Breeze route 309). Whenever needed, Interfaith will provide
Carlsbad residents with additional transportation resources, including bus passes, to ensure maximum accessibility when receiving services.
Yes, Interfaith serves a variety of populations with special needs. This includes extensive experience serving homeless families and individuals,low-wage
earners, day laborers and farmworkers, seniors, at-risk youth, justice-involved individuals, veterans, as well as individuals with mental health needs and
substance use disorder issues.
Low- and moderate-income Carlsbad residents, as well as those experiencing homelessness, will benefit from the range of supportive programs at the CarlsbadService Center including homelessness prevention, housing stabilization, basic needs, and employment assistance services. The goal is to assist them in increasing
or stabilizing their income, obtaining or retaining safe housing, accessing other benefits and resources, and to address other challenges they may be facing.
March 25, 2025 Item #12 Page 439 of 578
Housing & Homeless Services
1200 Carlsbad Village Dr. °Carlsbad, CA 92008 °442-339-2810 t | housing@carlsbadca.gov Page 5 of 7
Please indicate the number of clients benefiting from the proposed activity and the percentage that are
Carlsbad residents.
Persons of which % are Carlsbad residents
Does your organization charge recipients for the provided services?
No Yes (Please specify) $_______
How does your organization provide language access to recipients with less than proficient English?
How will recipients’ information be collected and documented?
How will the outcomes be measured, collected and documented?
Describe collaboration with other agencies, such as the County Continuum of Care and other non-profit
organizations and/or agencies to form a cohesive approach in serving the low income and most
vulnerable populations.
FINANCIAL INFORMATION
CDBG Grant Request:$Total Project/Program Cost:$
Did you receive any of the following sources of funding from the City of Carlsbad within the last two
fiscal years (2022-2023 and 2023-2024) for the proposed program/project?
CDBG
Community Activity
Funding General Funds
KƚŚĞƌ;ƐƉĞĐŝĨLJͿ͗
Yes
Yes
Yes
Yes
No
Eo
No
No
If you have received federal funds, including CDBG funds in previous years, have program violation
findings ever been made against your agency/organization? If yes, please explain nature of finding(s)
and how finding(s) has been addressed by your organization.
100
Carlsbad Service Center staff include culturally diverse and bilingual (English/Spanish) case managers, ensuring that Carlsbad residents with limited English
proficiency can fully access services. Beginning January 2025, Interfaith staff will also have access to Propio, a language service that provides on-demand translation services by phone, video, or in person in over 300 languages.
Interfaith case managers complete a comprehensive Needs Assessment with each household during the intake process to determine eligibility, gather required documentation, and identify service needs. The following forms areutilized by Interfaith and will be provided if requested: Intake Packet consisting of Client Demographic Form, Proof of Income Form, Consent to Services Form, and Rental/Flex Fund Assistance Screening Tool. Through this processinformation is collected including all general demographic information such as race, gender, income, source of income, education level, and housing status. In addition, forms documenting proof of income are retained, such as
records of employment, unemployment, and other benefits or support providing income. Documentation for rental assistance also includes proof of emergency situation, copy of bank statements, and other applicable rental assistance
documents. Client information is recorded in Interfaith’s agency-wide client services database Efforts to Outcomes (ETO) and San Diego’s Homeless Management Information System (HMIS).
Interfaith will utilize internal evaluation methods, including quantitative and qualitative data, to assess the project’s impact. Results will be obtained from program records,
client case notes, and aggregate data collected as part of Interfaith recordkeeping and outcome tracking.
Client data will be recorded in Interfaith’s ETO database, as well as HMIS when appropriate. Both systems generate detailed reports that are used to document service
impacts and measure progress towards outcomes. This will include demographics, income levels and sources, employment and housing status, and participation in
Interfaith’s programs as well as those offered by other regional human service providers. Additionally, distribution of rental assistance and other aid will be tracked in ETO
and Interfaith’s accounting system to determine the number of households assisted, amount of assistance, and outcomes.
Interfaith has been an integral member organization of the San Diego Continuum of Care (CoC) since its inception and served as lead
service agency for the Coordinated Entry System (CES) expansion from the City of San Diego to North San Diego County. Interfaith works
in collaboration with the Regional Taskforce on Homelessness, City of Carlsbad Homeless Outreach Team, County of San Diego
Homeless Outreach Teams, 2-1-1/CIE San Diego, Alliance for Regional Solutions, Catholic Charities La Posada, Brother Benno’s, San
Diego Rescue Mission, Buena Creek Navigation Center, TrueCare, and other nonprofit organizations.
82,611 708,500
✔
✔
✔
N/A - no program violations
✔
Edible Food Recovery, Homeless Outreach andCase Management, SUD Outreach &Education, HOME funds
✔
✔
✔
March 25, 2025 Item #12 Page 440 of 578
Housing & Homeless Services
1200 Carlsbad Village Dr. °Carlsbad, CA 92008 °442-339-2810 t | housing@carlsbadca.gov Page 6 of 7
Did you receive any federal funds, including CDBG funding from other cities? If so, please describe
source, year(s), and amounts.
Source
-
-
-
Amount
$
$
$
PROPOSED BUDGET
Category/Item CDBG Request Other Sources Total
Wages/Salaries$$$
Personnel Benefits $$$
Materials and Supplies $$$
Rent and Utilities $$$
Direct Program Expenses $$$
Mileage $$$
Other: ______________________ $$$
TOTAL $$$
Please further describe “Other Sources” from previous table.
Category/Item Other Sources Describe source and whether funding is
secured or anticipated
Wages/Salaries $
Personnel Benefits $
Materials and Supplies $
Rent and Utilities $
Direct Program Expenses $
Mileage $
Other: ____________________ $
TOTAL $
If your project or program requires ongoing funding, please describe how the program or project will
continue to be funded.
Page is left intentionally blank. Please see following page for signed certification.
City of Escondido, CDBG $50,000 FY24/25
31,897 342,231 374,128
11,164 119,781 130,945
2,000 7,380 9,380
3,240 30,936 34,176
25,000 35,000 60,000
100 6,460 6,560
9,210 84,101 93,311
82,611 625,889 708,500
City of Carlsbad Hiring Hall, HOME, SUD contracts, US Bank Foundation, Bezos Families Fund, and contributions to Interfaith's GeneralFund. (all current secured funders in FY25; anticipated for FY26
Same as above
Same as above
Same as above
Same as above
Same as above
Same as above
The project will continue to be funded through a combination of public contracts, foundation grants, and private contributions. Interfaith has a strong track record of securing funding, leveraging
other funds, and sustaining ongoing programs.
Admin,Ins.,IT
Admin,Ins.,IT
342,231
119,781
7,380
30,936
35,000
6,460
84,101
625,889
127,300 FY24/25County of San Diego, CDBG
March 25, 2025 Item #12 Page 441 of 578
Housing & Homeless Services
1200 Carlsbad Village Dr. °Carlsbad, CA 92008 °442-339-2810 t | housing@carlsbadca.gov Page 7 of 7
CERTIFICATION
I, the undersigned, do hereby attest that the above information is true and correct to the best of my
knowledge.
_____ ______________
Signature Title Date
_____ ______________
Signature Title Date
NOTE: Applications must include a resolution from your organization’s Board of Directors authorizing the
person(s) signing above to submit funding applications and to enter into funding agreements if selected.
Page intentionally left blank.
Chief Executive Officer 01/16/2025
Chief Program Officer 01/16/2025
March 25, 2025 Item #12 Page 442 of 578
March 25, 2025 Item #12 Page 443 of 578
LAST NAME__________________________FIRST NAME__________________________________________MI_____
RELATIONSHIP TO HEAD OF HOUSEHOLD: SELF SIGNIFICANT OTHER CHILD GRANDCHILD PARENT
# of People in Household: ____________ GRANDPARENT OTHER RELATIVE OTHER NON-RELATIVE
ADDRESS________________________________________CITY____________________________ZIP______________
PHONE NUMBER________________________ EMAIL ADDRESS_____________________________________________________
GENDER IDENTITY: MALE FEMALE TRANSGENDER PREFER NOT TO ANSWER NOT LISTED _______________
DATE OF BIRTH______________ AGE________ SOCIAL SECURITY NUMBER________________________
I certify that the above information is true and correct and will notify the Agency within ten (10) working days of any change.
SIGNATURE: ___________________________________________________________ DATE: _____________________
RACE:
Alaskan/Native American
Asian
Hawaiian /Pacific Islander
Black/African American
White/Caucasian
Other ________________
ETHNICITY
Hispanic/Latino/Latina
EDUCATION
0-8th Grade
9-12th Grade
High School Diploma/GED
2-4 year Degree
Vocational Certificate
HEALTH INSURANCE?
Private
Medical
Medicare
Veterans Benefits
None
Other__________
Healthcare Plan:
□ Molina □ Blue Shield
□ Community Health Group
□ Kaiser □ Other ____________
Do you receive care from a
community clinic? □ Yes □ No
□ Neighborhood Healthcare
□ TrueCare
□ Vista Community Clinic
□ Unknown
□Other
MARITAL STATUS
□ Single □ Married
□ Separated □ Divorced
□ Widow/Widower
□ Significant other /Domestic Partner
HOUSEHOLD TYPE
□ Single Person □ Single Parent
□ Two Parent □Adult(s), No child
□ Foster Parents □ Grandparents
□ Non-Custodial Caregiver
INDIVIDUAL SOURCE OF INCOME (30 Days)
Employment $_________________ Month
TANIF/CalWORKS $___________ Month
Unemployment Benefits$________ Month
Child Support $________________ Month
Spousal Support $______________ Month
SSI $________________________ Month
General Relief $_______________ Month
VA Benefits $_________________ Month
Pension $_____________________ Month
Social Security Retirement_______ Month
SDI $________________________ Month
No Income
SOURCE OF NON-CASH BENEFITS (Last 30 Days)
Food Stamps $_________________ Month
WIC $_______________________ Month
Section 8 Housing $____________ Month
Temporary Rental Assistance$____ Month
Other $______________________ Month
TOTAL FAMILY INCOME: $_________________
OTHER CHARACTERISTICS (Select all that apply)
Employed > □ Full Time □ Part Time
Unemployed
Farm/migrant Worker
Veteran □ Honorable Discharge
DO YOU HAVE A DISABILITY? □ Yes □ No
□ Alcohol Abuse □ Developmental
□ Emotional/Mental □ Drug
□ HIV/Aids □ Physical/Medical
□ Other__________________
Is the disability indefinite/long duration? □Yes □ No
DOMESTIC VIOLENCE □ Yes □ No
□ 0-3 months ago
3-6 months ago
6 months – 1 year ago
Over a year ago
HAVE YOU BEEN IN PRISON? □ Yes □ No
If yes, was this in CA and were you released within the
past 5 years? □ Yes □ No
HOW DID YOU HEAR ABOUT INTERFAITH?
Social Media
Community Event (Interfaith Sprinter Van)
Family member or friend
Other: ___________________
CURRENT LIVING SITUATION
(night before entry in program)
Emergency Shelter (including
motel/hotel voucher)
Foster Care
Hospital
Hotel or Motel (no voucher)
Jail or Prison
Own (housing subsidy)
Own (no subsidy)
Place not meant or habitation
Psychiatric Hospital
Rental(no Subsidy)
Rental(with VASH)
Rental(with Subsidy)
Permanent Housing for formerly
homeless(SHP,S+C, SRO mod
Rehab)
Staying or living with family
Staying or living with friends
Other ___________________
Length of time at current living
situation: ___________________
HOUSING STATUS
Literally Homeless (see below)
Imminent risk of losing housing
Unstably Housed/at risk of losing
housing
Stably Housed
PRIMARY REASON FOR
HOMELESSNESS:
Job Loss
Death in family
Illness/Disability
Housing Prices
Divorce/Separation from family
Loss of benefits/subsidies
Other________________________
IN THE PAST 3 YEARS:
Number of times homeless: __________
Total of months homeless: ___________
Total number of months homeless prior to
program entry: ___________________
Length of stay in previous place: ______
March 25, 2025 Item #12 Page 444 of 578
RAZA:
□ Alaskan/Nativo Americano
□ Asiatico
□ Hawaiian/Islas del Pacifico
□ Black/Afro-Americano
□ White/Caucasian
□ Otro__________
ETNICIDAD
□ Hispano/Latino/Latina
EDUCACION
□ 0-8 Grado
□ 9-12 Grado
□ Preparatoria/GED
□ Certificado Vocacional
□ 2-4 Título Universitario
SEGURO MEDICO?
□ Privado
□ Medical
□ Medicare
□ Beneficios de Veteranos
□ Ninguno
□ Otro__________
PLAN DE SALUD
□ Molina □ Blue Shield
□ Community Health Group
□ Kaiser □ Other ____________
¿Recibe atención de una clínica
comunitaria?□ Si □ No
□ Neighborhood HealthCare
□ TrueCare
□ Vista Community Clinic
□ No sabe □ Otra:
ESTADO CIVIL
□ Soltero/a □ Casado/a
□ Separado/a □ Divorciado/a
□ Viudo/a □ Pareja Domestica
TIPO DE HOGAR
□ Persona Soltero/a
□ Padre/Madre Soltero/a
□ Dos Padres
□ Adulto(s), Sin hijos
□ Padres Adoptivos
□ Abuelos y nietos
□ Cuidado Sin Custodia
□ Otro ____________
FUENTE DE INGRESOS (Últimos 30 Días)
□ Empleo $_______________ __ Mes
□ Asistencia Monterería/CalWORKS$_____ Mes
□ Beneficios de Desempleo$ ________ Mes
□ Manutención $________________ Mes
□ Apoyo de Ex Conyugué $ Mes
□ SSI $________________________ Mes
□ General Relief $_______________ Mes
□ Beneficios de Veteranos $________ Mes
□ Pensión $_____________________ Mes
□ Retiro de Seguro Social______ Mes
□ SDI $________________________ Mes
□ Sin Ingresos
Fuentes de Servicios NO Monetarios
(Últimos 30 Días)
□ Estampillas de Comida $__________Mes
□ WIC $______________________Mes
□ Vivienda de Sección 8 $______________ Mes
□ Asistencia Temp. de Rentero___________ Mes
□ Otro $______________________Mes
INGRESO TOTAL DE FAMILIA:
$ _____________________
OTRAS CARACTERISTICAS
□ Empleado tiempo completo □ Empleado medio tiempo
□ Desempleado □ Granjero o/Trabajador Migrante
□ Veterano: □ Honorable
¿Tiene alguna discapacidad?□ Si □ No
□ Abuso de Alcohol □ Desarrollo
□ Emocional/Mental □ Drogas
□ VIH/SIDA □ Físico/Medico
□ Otro_________________
¿Es la incapacidad indefinida/larga duración? □Si □No
VIOLENCIA DOMESTICA □Si □No
□ Hace 0-6 meses
□ Hace 6mes –1 año
□ Hace más de un año
¿ALGUNA VEZ A ESTADO EN PRISION? □ Si □ No
¿Fue en CA y fue liberado en los últimos 5 años?
□ Si □ No
¿CÓMO SE ENTERO DE INTERFAITH?
Redes Sociales
Evento Comunitario (Camioneta de Interfaith)
Familia o Amigos
Otro: ___________________
SITUACION DE VIDA ACTUAL
(noche antes de ingresar al programa)
□ Refugio de Emergencia (incluyendo
vales de motel/hotel)
□ Cuidado Adoptivo
□ Hospital (no Psiquiátrico)
□ Hotel o Motel (sin vale)
□ Cárcel o Prisión
□ Propietario (sin Subsidio)
□ Propietario (con Subsidio)
□ Lugar no destinado de vivienda (e.g.
carro)
□ Hospital Psiquiátrico
□ Rentero (sin Subsidio)
□ Rentero (con VASH)
□ Rentero (con Subsidio)
□ Vivienda Permanente para personas
sin hogar (SHP,S+C, SRO mod Rehab)
□ Estar o Vivir con Familia
□ Estar o Vivir con Amigos
□ Otro __________________
TIEMPO EN SITUACION ACTUAL:
___________________
ESTADO DE VIVIENDDA
□ Literalmente sin hogar
□ Riesgo Inminente de Perder casa
□ Vivienda inestable/en riesgo de perder
la vivienda
□ Vivienda Estable
Razón principal de la falta de
vivienda:
Pérdida de trabajo
Muerte en familia
Enfermedad / discapacidad
Precios de la vivienda
Divorcio / separación de la familia
Pérdida de beneficios / subsidios
Otro_______________________
EN LOS ULTIMOS TRES Años:
Número de veces sin hogar: __________
Número total de meses sin hogar:______
Número total de meses sin hogar antes
de entrar al programa:______________
Tiempo en lugar de vivienda: ________
Yo certifico que la información aquí presente es correcta y verdadera, y notificare a la Agencia entre 10 de cualquier cambio.
FIRMA:_____________________________________________________ Fecha: _____________________
APELLIDO__________________________NOMBRE__________________________________________I_____
RELACIÓN CON EL DUENO(A) DE FAMILIA: MISMO PAREJA HIJO(A)ABUELO(A)NIETO(A)
# Tamaño de Familia_________PADRE/MADRE OTRO PARIENTE OTRO _________________
DIRECCION________________________________________CIUDAD________________________CODIGO POSTAL __________
TELEFONO________________________ CORREO ELECTRONICO__________________________________________________
GÉNERO: HOMBRE MUJER TRANSGENERO PREFIERO NO RESPONDER OTRO _______________
FECHA DE NACIMIENTO____________________ EDAD________NUMERO DE SEGURO SOCIAL ______________________
March 25, 2025 Item #12 Page 445 of 578
PROOF OF INCOME
Individual Source of Income
1. Employment - Must bring in documentation of employment.
□Employment - A member, or members, of our household is/are employed and the total monthly
income is approximately $____________.
□Self-Employment - A member, or members, of our household is/are self-employed and the total
monthly income is approximately $____________.
2.Unemployment & Other Benefits or Supports
A member, or members, of our household is/are currently receiving benefits. Our total monthly income is
approximately $____________.
The following benefits or supports make up the households source of income:
□TANIF/CalWORKS
□Unemployment Benefits
□Child Support
□Spousal Support
□SSI
□General Relief
□VA Benefits
□Pension
□Social Security Retirement
□SDI
□Workers Compensation
□Private Disability Insurance
□Other:_______________________
3.Zero Income
I, _____________________________________ declare that my household has no income at this time.
However, I expect to begin receiving income on ________(date) and the total monthly income is
approximately $____________.
_______________________________________________________ ___________________
Client Signature Date
_______________________________________________________ ___________________
Client Advocate Name Date
________________________________________________________
Client Advocate Signature
_____550 West Washington, Escondido, CA 92025 (760) 489-6380 Fax (760) 740-0837
_____4700 North River Road, Oceanside, CA 92057 (760) 721-2117 Fax (760) 721-0351
_____ 5731 Palmer Way Suite A, Carlsbad CA 92010 (760) 448-5696 Fax (760) 448-5738
08/05/20 3
March 25, 2025 Item #12 Page 446 of 578
prueba de ingresos- declaracíon propia
Verificación de Ingreso Individual
1.EEmpleo- Verificación de empleo e requerida
□Empleo- Un miembro, o miembros de nuestro hogar están empleados y el ingreso
mensual total es aproximadamente $ .
□Empleo Propio- Un miembro, o miembros de nuestro hogar están empleados por cuenta
propia y el ingreso mensual total es aproximadamente $ .
2.Desempleo y Otros Beneficios o Apoyos
Un miembro, o miembros de nuestro hogar están recibiendo actualmente beneficios. Nuestro
ingreso mensual total es aproximadamente $ .
Los siguientes beneficios o apoyos hacen el ingreso de nuestro hogar:
□TANF/CALWORKS (Ayuda monetaria)
□Beneficios de Desempleo
□Manutención de hijo/s
□Manutención de Esposo/a
□Seguro Social (SSI)
□Alivio General
□Beneficios de Veteranos
□Pensión
□Retiro de Seguro Social
□SDI
□Compe nsacion de Empleo
□Aseguransa privada de Discapacidad
□Otro:
3. Zero Ingreso
Yo, declaro que nadie en mi hogar recibe ingresos. Pero
esperamos empezar a recibir ingresos el (fecha) y el total mensual será
aproximadamente $
Firma de Cliente Fecha
Nombre de Representante de ICS Fecha
Firma de Representante de ICS Fecha
_____550 West Washington, Escondido, CA 92025 (760) 489-6380 Fax (760) 740-0837
_____4700 North River Road, Oceanside, CA 92057 (760) 721-2117 Fax (760) 721-0351
_____ 5731 Palmer Way Suite A, Carlsbad CA 92010 (760) 448-5696 Fax (760) 448-5738
08/05/20 4
March 25, 2025 Item #12 Page 447 of 578
BOARD OF DIRECTORS Updated October 2024
Board Chair Faith Leaders Council Chair Dr. Kadri Webb, Pastor Pastor, St. John Missionary Baptist Church University of Maryland Baltimore County Samuel DeWitt Proctor School of Theology at the Virginia Union University Tenure: 2016–2025
Member Immediate Past Chair Audit Committee Chair Reverend Margaret Decker Retired Pastor, Trinity Episcopal Church, Escondido Escondido Faith Leaders’ Council University of Nevada Tenure: 2016–2025
Treasurer
Finance Committee Chair
Silas Harrington, JD, LL.M.
Attorney, Law Offices of Silas Harrington Community Lutheran Church in Escondido University of Washington School of Law Tenure: 2015–2027
Secretary Investment Committee Chair Lisa Brinig, CFP Certified Financial Planner, Mariner Wealth Advisors, San Diego University of Kansas San Diego State University Tenure: 2015–2027
Member Personnel Committee Chair Justin Apger Chief Operations Officer & Executive Vice President Downtown San Diego Partnership Baldwin-Wallace College Lesley University Executive coach Board leadership Community HousingWorks The AjA Project Columbia Community Foundation Tenure: 2023–2026
Member Meileen Bautista Business Owner Foothill College Homeless Advocate Interfaith Community Services Tenure: 2023–2026
Member Development Committee Chair Mitchell Dubick, J.D., LL.M. Partner/Attorney, Higgs Fletcher & Mack San Diego Yale University Case Western Reserve University Georgetown University Chairman of the Board of Trustees of Seacrest Village of San Diego Senior Community Centers Chairman of Second Chance National Executive Committee Member of the Anti-Defamation League Board Trustee of the San Diego Museum of Man
Tenure: 2017–2026
Member Programs Committee Chair
Carol J. Brooks
Retired Educator Rising Star Missionary Baptist Church Kent State University San Jose State University Community Healthcare Alliance Committee North County African American Women’s Association Women’s Community Club Past Board Member Vista Community Clinic Past Board Member KOCT Community Television Tenure: 2016–2025
Member General Membership Chair Robert Costantino Business Owner/President, Balloon Guru LLC Graduate of Interfaith’s Recovery & Wellness Program
Tenure: 2019–2025
March 25, 2025 Item #12 Page 448 of 578
Member Javier Lara
Global Operations & Supply Chain Executive ViaSat University of Phoenix
Tenure: 2022–2025
Member Carol Lazier Philanthropist Rancho Bernardo Community Presbyterian Church Board Chair San Diego Opera President of Solutions: Exploring Success Post-High School Palomar Health Foundation UCSD Rady School UCSD Jacobs Hospital Tenure: 2019–2025
Member Pastor Hector Morales Associate Pastor, North Coast Church Escondido California State University San Marcos Bethel Seminary San Diego Founder, The Bridge after-school tutoring program– Interfaith Community Services Tenure: 2020–2026
Member Yusef Miller Community Health Worker (CHW) for The Multicultural Health Foundation
Retired Navy Founder of Mosques Against Trafficking Co-Founder of The North County Equity & Justice Coalition Member, Racial Justice Coalition of San Diego Member, East County Justice Coalition Board Member, Activist San Diego Board Member, Islamic Society of North County(Escondido Musullah) County Covid19 Awareness Rep for the African-American Community–Interfaith Community Services
Tenure: 2021–2027
Member Judge Randa Trapp, JD Retired Superior Court Judge Navy Veteran San Jose State University Georgetown University Law Center Veteran United States Navy Earl B. Gilliam Bar Association California Women Lawyers California Association of Black Lawyers and Lawyers Club of San Diego J.Clifford Wallace Inn of Court Association of BusinessTrial Lawyers Judicial Advisory Board National Association of Women Judges National Bar Association Judicial Council Business Court Representative for the America Bar Association Business Law Section Lawyers Club Advisory Board Association of Business Trial Lawyers Judicial Advisory Board ABA Business Law Section BCLC Meetings and Programs, International Litigation, and ADR subcommittees Inducted into the San Diego County Women’s Hall of Fame, May 2021 San Diego County Bar Association, Outstanding Jurist Award National Bar Association, Vincent Monroe Townsend AwardNBA Judicial Council Division, Sarah J. Harper Humanitarian Award Tenure: 2020–2025
Member Col Carlos Jackson
Active Duty United States Marine Corps Tuskegee University The Basic School, Amphibious Warfare School, Expeditionary Warfare School, Joint Forces Staff College, and the National War College in Washington D.C. Operations include: Operation Iraqi Freedom as a Company Commander; Operation Enduring Freedom as a Combat Advisor; Operation Enduring Freedom as the Regimental Combat Team-7 Future Operations Officer Tenure: 2024–2027
March 25, 2025 Item #12 Page 449 of 578
Confidential, Unaudited 12 Months Ended
In USD $000's June 30, 2024
Revenue
Grants & Contracts 18,553$
Contributions 11,581$
Rental Income 773$
Other Income 12$
Total Revenue 30,919$
Expenses
Personnel and Related 19,050$
Program services 3,811$
Occupancy expense 2,205$
Other Expenses 2,562$
Total Expenses 27,628$
Income/(Loss) from Operations 3,291$
Operating Margin 11%
Non-operating Income / Expense
Interest Expense (229)$
Depreciation (638)$
Investment Income 377$
Market Gain/(Loss) on Investments 1,249$
Other Non-operating Income 2,830$
Total Non-operating Income / Expense 3,589$
Total Gain / (Loss)6,880$
Interfaith Community Services
Statement of Activities
For the Fiscal Year Ended June 30, 2024
March 25, 2025 Item #12 Page 450 of 578
Confidential, Unaudited
In USD $000's June 30, 2024
Assets
Cash & Equivalents 7,018$
Grants Receivable 4,349$
Other Current Assets 452$
Pledges Receivable 212$
Investments 11,703$
Property & Equipment (net)32,953$
Total Assets 56,687$
Liabilities
Accounts Payable 398$
Deferred Revenue 1,086$
Accrued Interest 710$
Other Accrued Expenses 1,362$
Long Term Debt 5,485$
Total Liabilities 9,041$
Net Assets
Unrestricted:
Undesignated 36,201$
Board Designated Long-term 4,246$
Total Unrestricted 40,447$
Restricted:
Total Temporarily Restricted 1,707$
Total Permanently Restricted (Endowment)5,491$
Total Net Assets 47,645$
Total Liabilities & Net Assets 56,687$
Interfaith Community Services
Statement of Financial Position
As of June 30, 2024
March 25, 2025 Item #12 Page 451 of 578
City of Carlsbad CDBG FY2025-2026
Executive Summary
Project Overview:
Interfaith Community Services (Interfaith) respectfully requests $82,611 to provide critical community
services to address priorities identified by the City of Carlsbad to benefit low-and moderate-income
persons. Services will include homelessness prevention and housing stabilization, basic needs assistance,
supportive services, and employment development. Together, these services will impact more than 500
Carlsbad individuals and support them in a time of crisis.
Carlsbad residents will have convenient access to services through Interfaith’s Carlsbad Service Center,
located at 5731 Palmer Way. Free parking is available on site and the service center is located on the El
Camino Real thoroughfare, accessible by public transportation (Breeze Route 309). Services will be
available during walk-in hours, by appointment, and provided free of charge.
Over a 12-month grant period, funding from the Carlsbad CDBG program will provide:
• Rental assistance and emergency housing case management to prevent or rapidly reverse homelessness
to 10 Carlsbad households;
• Employment and education assistance essential for gaining and retaining employment and/or achieving
education requirements to at least 20 individuals.
• Basic needs (e.g., emergency food and hygiene kits) to at least 500 unduplicated Carlsbad individuals
and their families;
Key Project Staff:
Vannessa Marshall, Coastal Services Director, brings over 10 years of experience in the nonprofit field.
Marshall joined Interfaith in 2015 as the Transitional Youth Academy (TYA) Program Manager, extended
her portfolio to include the Carlsbad Service Center, and was promoted to Director of Coastal Services in
2023. Marshall oversees service centers in Carlsbad and Oceanside, as well as veteran employment and
youth development programs.
Ian Scott, Program Manager of the Carlsbad Service Center, joined Interfaith in 2022 as a Homeless
Outreach worker and was promoted to the Program Manager position in 2024. He has specialized in
outreach, housing navigation, and shelter programs.
Sonia Cortez, Case Manager, joined Interfaith in November 2024. She brings over 5 years of experience
working as a vocational case manager and over nine years supporting employment and housing stability.
Cortez is bilingual and fluent in Spanish.
Aileen Sanchez, Case Manager, joined Interfaith in November 2023. She brings over 4 years of prior case
management experience in the local area. Sanchez is bilingual and fluent in Spanish.
Marie Cameau, Intake Specialist, came to Interfaith with experience providing support to older adults
and served for numerous years as a bilingual office assistant with the San Diego County HHSA Family
Resource Center.
Tanya Freeman, Outreach Peer Support Specialist, served four years in the Navy before starting a new
chapter in San Diego, where she’s dedicated to supporting veterans and the unhoused community.
March 25, 2025 Item #12 Page 452 of 578
In addition to these project-specific personnel, Filipa Rios, Chief Program Officer, and Lauren Varner,
Director of Quality Assurance, Compliance & Grants, will provide senior leadership support to assure
program success. These positions will ensure personnel, materials, data collection and evaluation, and
other support for the operation of the service center.
Budget:
Interfaith is requesting $82,611 in CDBG funding. This is 11.66% of total annual project costs of $708,499.
CDBG funds will support rental assistance and emergency financial assistance for low-income Carlsbad
residents at risk of homelessness, occupancy expenses, and a portion of key staff positions which facilitate
client services and program supervision of the Carlsbad Service Center.
Budget Summary
Salaries: .10 FTE Program Manager; .25 FTE Case Manager, .10 FTE Case
Manager and .15 FTE Intake Specialist
$31,897
Personnel Benefits: calculated at 35% $11,164
Materials and Supplies $2,000
Rent, Utilities & Occupancy $3,240
Program expenses: calculation includes 10 households x avg of $2,300 rental assistance
and 20 individuals x $100 flexible funds. $25,000
Mileage and Transportation $100
Other: Insurance, staff training, copier, 10% Admin $9,210
Total Requested Funding $82,611
Timeline:
Interfaith is fully prepared to initiate the proposed CDBG project upon contract execution. The staffing,
facility space, and program policies and procedures are in place. This project will strengthen existing
programs that provide housing assistance, food and hygiene items, and employment assistance.
Key milestones will include:
− Contract Initiation: May 2025 (City Council approval of allocations)
− Grant Kick-Off Meeting: Within 7 days of contract initiation
− Contract Services Initiated: Within 15 days of contract initiation
− Marketing and Networking: Within 30 days of contract initiation and ongoing.
− Performance Reporting: Prepare and submit reports, as required. Monitor progress towards stated
performance goals. Project team to adjust, as needed.
− Contract End Date: 12 months following contract initiation
March 25, 2025 Item #12 Page 453 of 578
Bo
a
r
d
o
f
D
i
r
e
c
t
o
r
s
Gr
e
g
A
n
g
l
e
a
—CE
O
Fi
l
i
p
a
R
i
o
s
—CP
O
Va
r
i
n
d
a
M
i
s
s
e
t
t
—CD
O
Ja
z
m
i
n
O
r
e
g
o
n
Dir
e
c
t
o
r
In
l
a
n
d
Se
r
v
i
c
e
s
So
c
i
a
l
Se
r
v
i
c
e
s
Sh
e
l
l
i
e
B
o
w
m
a
n
Di
r
e
c
t
o
r
Re
c
o
v
e
r
y
a
n
d
We
l
l
n
e
s
s
C
e
n
t
e
r
Wi
t
h
d
r
a
w
a
l
Ma
n
a
g
e
m
e
n
t
Pr
o
g
r
a
m
Re
s
i
d
e
n
t
i
a
l
Tr
e
a
t
m
e
n
t
Pr
o
g
r
a
m
Ou
t
p
a
t
i
e
n
t
Tr
e
a
t
m
e
n
t
Pr
o
g
r
a
m
Of
f
i
c
e
o
f
F
i
r
s
t
Im
p
r
e
s
s
i
o
n
s
Do
n
o
r
Re
l
a
t
i
o
n
s
Ma
r
k
e
t
i
n
g
a
n
d
Ad
v
o
c
a
c
y
Mi
t
c
h
e
l
l
S
n
o
w
Fa
i
t
h
L
i
a
i
s
o
n
/
S
e
n
i
o
r
F
B
B
H
E
A
Pr
o
g
r
a
m
M
a
n
a
g
e
r
Ho
m
e
l
e
s
s
n
e
s
s
Pr
e
v
e
n
t
i
o
n
St
a
t
e
R
e
-En
t
r
y
Pr
o
g
r
a
m
Se
n
i
o
r
Se
r
v
i
c
e
s
Pa
t
t
i
M
a
c
k
Dir
e
c
t
o
r
Ho
u
s
i
n
g
De
p
a
r
t
m
e
n
t
Ra
p
i
d
Re
-Ho
u
s
i
n
g
Pr
o
g
r
a
m
Pe
r
m
a
n
e
n
t
Ho
u
s
i
n
g
Pr
o
g
r
a
m
Ro
b
e
r
t
C
o
u
l
l
— CF
O
Ac
c
o
u
n
t
i
n
g
De
p
a
r
t
m
e
n
t
Hu
m
a
n
R
e
s
o
u
r
c
e
s
De
p
a
r
t
m
e
n
t
Op
e
r
a
t
i
o
n
s
De
p
a
r
t
m
e
n
t
Nu
t
r
i
t
i
o
n
C
e
n
t
e
r
an
d
Fo
o
d
P
a
n
t
r
y
Sa
n
t
i
a
g
o
O
r
t
i
z
Di
r
e
c
t
o
r
In
t
e
g
r
a
t
e
d
Be
h
a
v
i
o
r
a
l
H
e
a
l
t
h
Se
r
v
i
c
e
s
Be
h
a
v
i
o
r
a
l
He
a
l
t
h
Wo
r
k
f
o
r
c
e
In
i
t
i
a
t
i
v
e
La
u
r
e
n
V
a
r
n
e
r
Dir
e
c
t
o
r
Co
m
p
l
i
a
n
c
e
,
Q
A
,
an
d
G
r
a
n
t
s
Ve
t
e
r
a
n
s
Em
p
l
o
y
m
e
n
t
Pr
o
g
r
a
m
Tr
a
n
s
i
t
i
o
n
a
l
Yo
u
t
h
A
c
a
d
e
m
y
(T
Y
A
)
Co
a
s
t
a
l
S
e
r
v
i
c
e
Ce
n
t
e
r
Ca
r
l
s
b
a
d
S
e
r
v
i
c
e
Ce
n
t
e
r
Va
n
n
e
s
s
a
M
a
r
s
h
a
l
l
Dir
e
c
t
o
r
Co
a
s
t
a
l
Se
r
v
i
c
e
s
Gr
a
n
t
s
Te
a
m
Qu
a
l
i
t
y
A
s
s
u
r
a
n
c
e
&
C
o
m
p
l
i
a
n
c
e
Te
a
m
Cl
i
e
n
t
D
a
t
a
Ma
n
a
g
e
m
e
n
t
Te
a
m
SO
A
R
P
r
o
g
r
a
m
Er
e
n
d
i
r
a
H
e
r
n
a
n
d
e
z
Di
r
e
c
t
o
r
Sh
o
r
t
T
e
r
m
Ho
u
s
i
n
g
Cl
a
u
d
i
a
C
a
s
t
r
o
,
E
x
e
c
A
s
s
t
.
Op
e
n
P
o
s
i
t
i
o
n
Di
r
e
c
t
o
r
De
v
e
l
o
p
m
e
n
t
Or
g
a
n
i
z
a
t
i
o
n
a
l
C
h
a
r
t
=
P
r
o
g
r
a
m
S
t
a
f
f
Ho
m
e
l
e
s
s
Ou
t
r
e
a
c
h
Te
a
m
s
Ca
l
A
I
M
Vo
l
u
n
t
e
e
r
Pr
o
g
r
a
m
Fa
i
t
h
B
a
s
e
d
Be
h
a
v
i
o
r
a
l
H
e
a
l
t
h
A
c
a
d
e
m
y
Fa
i
t
h
M
e
m
b
e
r
s
&
P
r
o
g
r
a
m
s
Ad
u
l
t
S
h
e
l
t
e
r
Pr
o
g
r
a
m
s
Fa
m
i
l
y
S
h
e
l
t
e
r
Pr
o
g
r
a
m
Ve
t
e
r
a
n
s
Tr
a
n
s
i
t
i
o
n
a
l
Ho
u
s
i
n
g
Re
c
u
p
e
r
a
t
i
v
e
C
a
r
e
Pr
o
g
r
a
m
March 25, 2025 Item #12 Page 454 of 578
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
NOTICE OF FUNDING AVAILABILITY
The City of Carlsbad is pleased to announce the availability of applications for the fiscal year 2025-26
Community Development Block Grant (CDBG) program. The CDBG program is federally funded by the
Department of Housing and Urban Development and is administered by the city to provide assistance to
lower-income residents and communities. For FY 2025-26, the total CDBG award to Carlsbad for local
disbursement is estimated at $550,741 – available in the following categories:
Category Key Details Estimated Available
Public Services
• Programs assisting low-income households
• Services carried out by non-profit agencies
• Funding capped at 15% of grant
$82,611
Administration/
Fair Housing
• Subrecipient oversight
• Compliance with federal requirements
• Financial management
• Fair Housing services
• Funding capped at 20% of grant
$110,148
Affordable Housing/
Facility Improvements
• Facility improvements for non-profits
• Acquisition/rehabilitation of affordable housing $357,981
Applications Due: Jan. 17, 2025, by 5 p.m. Contact: Erin Peak
Details: housing@carlsbadca.gov Program Manager
*Email Submission Highly Encouraged* 442-339-2043
erin.peak@carlsbadca.gov
Paper copies may be delivered to:
City of Carlsbad
Housing & Homeless Services
1200 Carlsbad Village Drive
Carlsbad, CA, 92008
ESTIMATED TIMELINE
*Dates are tentative and subject to change. All public meetings and review and comment periods will
be separately publicly noticed* Notice of Funding Availability Nov. 20, 2024
Applications Due Jan. 17, 2025
Housing Commission March 2025
30-day public review/comment April 2025
City Council Public Hearing April 2025
C City ofCarlsbad
March 25, 2025 Item #12 Page 455 of 578
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
FY 2025-26 FUNDING APPLICATION
INSTRUCTIONS
This application must be completed for each organization seeking CDBG funding from the City of Carlsbad.
All information requested must be provided or the application will be considered incomplete and will not
be further evaluated for funding consideration.
Step 1. Complete fillable application and submit prior to Jan. 17, 2025 by 5 pm.
Step 2. Include required attachments – combine into one file saved as “Applicant Name – Year – CDBG
Application Attachments.”
Board of Directors' resolution authorizing submittal of application
Board of Directors' resolution designating official(s) authorized to enter into agreements on
behalf of organization.
(Note: One resolution both authorizing submittal of applications and entering into
agreements may be substituted for the above two documents.)
Sample Intake Form
List of Board of Directors
Financial Audit Report for the most recently ending Fiscal Year
Application executive summary, including key staff, budget, and timeline.
Organizational chart
Improvement/Construction projects only if applicable: Architectural plans, scope of work, cost
estimates, property site information, as appropriate.
To be completed by Housing Services Division staff
Date Received: Local Objective:
Person Completing Review: Complete:
4
4
4
4
4
4
4
C City ofCarlsbad
March 25, 2025 Item #12 Page 456 of 578
APPLICANT INFORMATION
Organization Name: Federal Unique Entity
Identification Number
Address: Contact Phone:
Contact person/title: Contact email:
Organization Type: Nonprofit For-profit Local public agency State public agency
Other (Please specify)
Please describe the mission/purpose of the organization:
Please provide the organization date of incorporation and number of years providing proposed
program/project?
Please describe the organization staff positions directly responsible for the proposed program and their
qualifications and experience:
Please indicate your agency's level of experience with the CDBG program:
No or little experience (up to 1 year of using CDBG funds)
Some experience (2 to 3 years of using CDBG funds)
Moderate experience (4 to 5 years of using CDBG funds)
Considerable experience (more than 5 years of using CDBG funds)
PROJECT/PROGRAM INFOMATION
Please provide implementation schedule for proposed project or program, including important steps
such as hiring staff, obtaining bids, acquiring property, etc. If project involves property acquisition or
construction, include plans, scope of work, cost estimates, or other applicable documents in
appendices.
Legal Aid Society of San Diego EUQYHR3PVKV7
100 E. San Marcos Blvd, Ste 308, San Marcos, CA 92069 619-471-2613
Amalea Romero/ Managing Attorney amalear@lassd.org
The mission of the Legal Aid Society of San Diego is to improve lives by advancing justice through effective, efficient and vigorous legal advocacy, outreach and education.
Legal Aid Society of San Diego (LASSD), formerly Office of Public Attorney, has been in operation and providing legal services for over 100 years. LASSD was incorporated under its current name on December 30, 1953.
See attachment, Staff Descriptions.
See Attachment, Project Information
4
C City ofCarlsbad
■
□ __________
—
March 25, 2025 Item #12 Page 457 of 578
Describe steps already completed or to be completed to initiate project. These may include community
support, staffing, securing an appropriate location, marketing and networking.
Describe the program’s timeline with dates and times, including the earliest possible start dates, end
dates and milestones, as applicable.
Describe the work to be performed, including the activities to be undertaken or the services to be
provided, and the goals and objectives of the program/project:
How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be
specific such as direct services to client’s home, transportation provided to and from facility, or relation
to public transportation.)
Does your agency focus its activities on populations with special needs? If yes, please specify
population (Homeless households, persons with disabilities, persons with substance abuse, veterans,
farmworkers, seniors, children, etc.)
Please describe how low-and-moderate income persons will benefit from the proposed
program/project.
What is the approximate percentage of your clients that have annual family incomes in each of the
following ranges: (Percentages should add to 100%)
% of clients are at 30% or below the area median income
_ % of clients are between 31% to 50% of the area median income
% of clients are between 51% to 79% of the area median income
% of clients are at 80% or above the area median income
See Attachment, Project Information
See Attachment, Project Information
See Attachment, Project Information
See Attachment, Project Information
See Attachment, Project Information
68
19
11
2
See Attachment, Project Information
C City ofCarlsbad
—
March 25, 2025 Item #12 Page 458 of 578
Please indicate the number of clients benefiting from the proposed activity and the percentage that are
Carlsbad residents.
Persons of which % are Carlsbad residents
Does your organization charge recipients for the provided services?
No Yes (Please specify) $_______
How does your organization provide language access to recipients with less than proficient English?
How will recipients’ information be collected and documented?
How will the outcomes be measured, collected and documented?
Describe collaboration with other agencies, such as the County Continuum of Care and other non-profit
organizations and/or agencies to form a cohesive approach in serving the low income and most
vulnerable populations.
FINANCIAL INFORMATION
CDBG Grant Request: $ Total Project/Program Cost: $
Did you receive any of the following sources of funding from the City of Carlsbad within the last two
fiscal years (2022-2023 and 2023-2024) for the proposed program/project?
CDBG
Community Activity
Funding General Funds
Other (specify):
Yes
Yes
Yes
Yes
No
No
No
No
If you have received federal funds, including CDBG funds in previous years, have program violation
findings ever been made against your agency/organization? If yes, please explain nature of finding(s)
and how finding(s) has been addressed by your organization.
100
See Attachment, Project Information
See Attachment, Project Information
See Attachment, Project Information
See Attachment, Project Information
27,968 27,968
4
No program violation findings have been made against the organization.
4
4
4
4
C City ofCarlsbad
_
□□□□
March 25, 2025 Item #12 Page 459 of 578
Did you receive any federal funds, including CDBG funding from other cities? If so, please describe
source, year(s), and amounts.
Source
-
- Other CDBG 24-25
-
Amount
$810,000
$331,000
$
PROPOSED BUDGET
Category/Item CDBG Request Other Sources Total
Wages/Salaries $ $ $
Personnel Benefits $ $ $
Materials and Supplies $ $ $
Rent and Utilities $ $ $
Direct Program Expenses $ $ $
Mileage $ $ $
Other: ______________________ $ $ $
TOTAL $ $ $
Please further describe “Other Sources” from previous table.
Category/Item Other Sources Describe source and whether funding is
secured or anticipated
Wages/Salaries $
Personnel Benefits $
Materials and Supplies $
Rent and Utilities $
Direct Program Expenses $
Mileage $
Other: ____________________ $
TOTAL $
If your project or program requires ongoing funding, please describe how the program or project will
continue to be funded.
Page is left intentionally blank. Please see following page for signed certification.
17354
indirect cost
1,141,000
HUD FHIP 24-25
1,141,000 1,168,968
5497
900
4217
27,968
Other CDBG & HUD (anticipated)
N/A
C City ofCarlsbad
——
March 25, 2025 Item #12 Page 460 of 578
City ofCarlsbad
CERTIFICATION
I, the undersigned, do hereby attest that the above information is true and correct to the best of my
knowledge.
Signature
CEO/Executive Director
Title
1/15/2025
Date
TitleSignature Date
NOTE: Applications must include a resolution from your organization's Board of Directors authorizing the
person(s) signing above to submit funding applications and to enter into funding agreements if selected.
Page intentionally left blank.
Housing & Homeless Services
1200 Carlsbad Village Dr. I Carlsbad, CA 92008 I 442-339-2810 t | housing(g>ca rlsbadca.gov Page 7 of 7
March 25, 2025 Item #12 Page 461 of 578
Attachment – Staff Descriptions
Amalea Romero, Managing Attorney (Bilingual Spanish), has over six (6) years of experience on
the Fair Housing team, in addition to over one (1) year prior to that of experience in eviction
defense litigation. She has significant experience representing clients in affirmative housing
discrimination complaints in state and federal court and with HUD and CRD. She will provide
oversight of the project and serve as the point of contact for the City.
Janeth Castaneda, Testing Coordinator (Bilingual Spanish), has over five (5) years of experience
with complaint intake, educational training/outreach in English and Spanish, and testing under the
Fair Housing Act. She currently coordinates and will continue to manage all Carlsbad testing.
Gauri Applegate, Lead Attorney, has over one (1) year of experience with the Fair Housing team,
in addition to over one (1) year prior to that doing eviction defense litigation. She will provide
outreach and education services as well as enforcement activities including counsel, advice,
investigations, conciliations, and representation to Carlsbad residents.
Fabiola Bautista, Advocate (Bilingual Spanish), has over one (1) year of fair housing experience
investigating housing discrimination cases, in addition to two (2) years’ experience with Legal
Aid’s Intake team prior to joining Fair Housing. She will provide outreach and education services
as well as screen intake calls and investigate fair housing complaints for Carlsbad residents.
March 25, 2025 Item #12 Page 462 of 578
Legal Aid Society of San Diego
Attachment – Project Information
Please provide implementation schedule for proposed project or program, including important
steps such as hiring staff, obtaining bids, acquiring property, etc. If project involves property
acquisition or construction, include plans, scope of work, cost estimates, or other applicable
documents in appendices.
Because we are a well-established fair housing program, LASSD already has policies, offices, and
staff in place to ensure quality services are timely completed under this contract. We have
experienced, existing staff ready to begin providing services immediately upon execution and
start of the contract. This includes staff that work out of our North County office located in San
Marcos.
In the first quarter, LASSD will review and confirm systems and plans are in place to ensure grant
deliverables are completed in a timely manner throughout the grant year.
The Managing Attorney and Accounting Department will provide progress reports to the City on
a quarterly basis. LASSD will be able to measure program effectiveness and timeliness by tracking
and ensuring completion of deliverable goals in a manner that is both efficient and high quality.
Regular review of progress will allow the program to redirect staff time and efforts, if necessary,
to meet or exceed all contract requirements.
Describe steps already completed or to be completed to initiate project. These may include
community support, staffing, securing an appropriate location, marketing, and networking.
As previously stated, LASSD currently operates a high-quality fair housing program that conducts
the activities proposed under the grant and is therefore ready to initiate the project immediately.
We have three offices throughout San Diego County, including one in North County in San Marcos.
LASSD regularly conducts outreach and training and will be able to seamlessly market and
continue those ongoing efforts. Similarly, our testing program is already established and staffed
with experienced testing coordinators that can begin testing activities immediately. Finally, we
are already staffed with several experienced advocates and attorneys that can continue providing
direct client services.
Describe the program’s timeline with dates and times, including the earliest possible start
dates, end dates, and milestones as applicable.
Required deliverables will be completed between July 1, 2025, and June 30, 2026, with services
beginning immediately. Quarterly reports will provide the City with updates on project progress.
March 25, 2025 Item #12 Page 463 of 578
Legal Aid Society of San Diego
Describe the work to be performed, including the activities to be undertaken or the services to
be provided and the goals and objectives of the program/project:
LASSD will provide comprehensive legal services regarding fair housing law, including education
and outreach services; testing services; referrals to other LASSD teams and community resources,
counsel, advice, investigations, and brief services; and representation for enforcement of federal
and state fair housing laws. The goals and objectives of the program are to increase community
knowledge on fair housing rights and obligations, investigate and combat housing discrimination,
and enforce fair housing laws.
How accessible or convenient is the proposed program/project to Carlsbad residents? (Please
be specific such as direct services to client’s home, transportation provided to and from facility,
or relation to public transportation.)
LASSD’s North County office is located at 100 E. San Marcos Blvd., San Marcos, CA 92069. Walk-
ins are welcome and we are open Monday through Friday (except holidays) from 9am–5pm. The
office is ADA-compliant and is located along a major public transit line. In addition, we
accommodate clients in various ways, including by offering site visits to clients’ homes or other
convenient locations, as well as phone or web-cam appointments. The Fair Housing Team also
has access to LASSD’s team of Case Managers, who can connect clients to other resources, such
as free or affordable transportation services.
Does your agency focus its activities on populations with special needs? If yes, please specify
population (Homeless households, persons with disabilities, persons with substance abuse,
veterans, farmworkers, seniors, children, etc.)
LASSD’s Fair Housing Team provides free assistance to anyone that feels they have experienced
housing discrimination or has landlord-tenant or other housing related questions. As such, many
of our clients are members of protected classes and vulnerable populations. For example, many
clients we serve have mental or physical disabilities and an overwhelming majority are low
income. We also often assist people living in affordable housing that need assistance preserving
their subsidy.
Additionally, the Fair Housing Team regularly conducts outreach through Homeless Court and
other outreach events, which allows us to reach a broad range of people experiencing housing
instability or homelessness. We assist people living in homelessness to utilize their fair housing
rights to strengthen their ability to gain stable housing. We also work to prevent homelessness
by enforcing fair housing laws to keep people housed. Currently, we have HUD Education and
Outreach Initiative grants focused on expanding fair housing knowledge and enforcement for
March 25, 2025 Item #12 Page 464 of 578
Legal Aid Society of San Diego
justice-involved individuals and people that experience predatory housing practices such as junk
fees and tenant screening discrimination.
Our staff are trained in trauma-informed practices and are highly experienced in helping
vulnerable applicants and clients overcome would-be barriers to service.
Please describe how low-and-moderate income persons will benefit from the proposed
program/project.
An overwhelming majority of the clients we assist are low or extremely low income. Such persons
face additional obstacles to finding and maintaining housing, making them more susceptible to
discrimination and housing instability. Our services provide free legal support to those individuals
to empower and/or represent them in asserting their fair housing rights, which helps maintain
safe and stable housing.
How does your organization provide language access to recipients with less than proficient
English?
For clients and community members that have Limited English Proficiency (LEP), LASSD has staff
that speak all of the threshold languages for San Diego County (Spanish, Vietnamese, Arabic,
Tagalog, Chinese, Korean, Somali, Persian (Farsi, Dari)). In addition, for this project specifically,
LASSD’s Fair Housing program has multiple staff members that are fluent in Spanish. LASSD tests
and tracks staff that speak threshold languages in the County.
LASSD’s phone system provides options for English and Spanish. Applicants and clients who visit
our office locations can use language cards to indicate their language needs. In addition, LASSD
contracts with multiple third-party translation services to ensure all applicants and clients can
fully access our services regardless of LEP status. LASSD uses Voiance, which provides 24/7 phone
translation service in all languages and is pre-programmed on each staff member’s phone to
ensure easy access. Also, LASSD contracts with another translation service, ALTA, for written
translations. For clients who use American Sign Language (ASL), LASSD has staff that can
communicate using ASL and LASSD uses either ALTA or a Deaf Access Program, Deaf Community
Services of San Diego, Inc., for interpreter services.
How will recipients’ information be collected and documented?
LASSD utilizes JusticeServer, a comprehensive case management system which securely captures,
maintains, and shares data. JusticeServer is a Salesforce system and reliably captures data
necessary for quarterly reports, such as income, demographic data, complaint basis, case notes,
and resolution/outcome.
March 25, 2025 Item #12 Page 465 of 578
Legal Aid Society of San Diego
How will the outcomes be measured, collected, and documented?
LASSD measures outcomes in various ways, including by our comprehensive data management
system, JusticeServer, which reliably captures, maintains, and shares data. JusticeServer has the
capacity to generate reports based on desired data categories and assists LASSD in managing the
output and outcomes of program deliverables for the project. Examples of such outcomes include
tracking monetary and nonmonetary benefits achieved and the highest level of service provided.
JusticeServer captures data necessary for quarterly reports, and grant progress/quarterly reports
are securely stored on SharePoint/Teams which allows staff to review, share, and update their
progress.
Describe collaboration with other agencies, such as the County Continuum of Care and other
non-profit organizations and/or agencies to form a cohesive approach in serving the low
income and most vulnerable populations.
LASSD has provided free legal services to San Diego County for over a century. As such, we have
deep ties to the community and meaningful partnerships with other agencies. For example,
LASSD is a member of the CoC. LASSD is also a founding member and the coordinating agency of
the San Diego Housing Justice Collaborative, which is a network of non-profit agencies providing
housing services throughout the County. The purpose of the Collaborative is to maximize
resources and streamline referrals to and from collaborative partners, and to ensure partners are
up to date with substantive legal developments. Lastly, Managing Attorney, Amalea Romero, also
serves as the President for the San Diego Regional Alliance for Fair Housing.
March 25, 2025 Item #12 Page 466 of 578
March 25, 2025 Item #12 Page 467 of 578
June 2023
OFFICE USE ONLY:RO: Yes or No Issue:
APPLICANT INFORMATION
LEGAL FIRST NAME:FULL MIDDLE NAME:
CURRENT LAST NAME:
LIST ALL OTHER FIRST NAMES YOU HAVE USED:
LIST ALL OTHER LAST NAMES YOU HAVE USED:
NAME IF DIFFERENT THAN LEGAL FIRST NAME ABOVE:
DO YOU NEED A REASONABLE ACCOMMODATION FOR US TO
COMMUNICATE WITH YOU, SUCH AS LARGE TEXT? Y or N
IF YES, WHAT IS THE ACCOMMODATION?
DO YOU BELIEVE YOU ARE FACING HOUSING
DISCRIMINATION? Y or N
IF YES,DESCRIBE:
PRIMARY PHONE:SAFE TO LEAVE VOICEMAIL:Y or N SAFE TO TEXT:Y or N
ADDRESS APT #
CITY: ZIP CODE:
U.S. CITIZEN:YES:___NO: ___ELIGIBLE ALIEN: PERMANENT RESIDENT ___________ OTHER ____________
DATE OF BIRTH:NUMBER IN HOUSEHOLD:______Adults,18 or older:_____Children, under 18:_____
ADVERSE PARTY: Person or Company on other side:
INCOME SOURCE: Please put
Gross Income (which is total
income before withholding for
taxes or other pay deductions)
Whose Income Hourly Rate Average Hours
Per Week
If Paid Monthly, then
Gross Monthly
Amount
If Paid Yearly,
then Gross
Assets: Please put all bank accounts, property value,vehicle values,and any other assets even if the value is zero.
ASSET TYPE Whose Asset Asset Value
Do you believe that your household income is likely to change significantly (up or down) in the near future?
Yes or No If yes, how?__________________________________________________________________
Legal Aid Society of San Diego does not discriminate by reason of race, age, sex, sexual orientation, creed,
color, national origin, ancestry, religion, political affiliation, pregnancy, disability, marital status, medical condition,
genetic information, gender, gender identity, gender expression, victim of crime,military, veteran status, or any
other protected status under local, state, or federal law.
GRIEVANCE NOTICE:If you are dissatisfied with the services you have received from the Legal Aid Society of
San Diego, you may contact the Administrative Offices of the Legal Aid Society of San Diego at 110 S. Euclid
Ave, San Diego, CA 92114 or call 1-619-369-2807 and leave a message. Legal Aid Society of San Diego will
return your call and/or send you the proper grievance forms for you to submit.
I am a citizen of the United States: __________________________________DATE __________________
(Please sign here)
Application For Legal Services:Our funding agencies, federal, state, local or private auditors require answers
to these questions. We may share your answers with them, but we will not share personally identifying
information without your consent, unless required by law.
I certify that the above information is true, correct, and complete to the best of my knowledge and belief.
APPLICANT’S SIGNATURE ________________________________________DATE __________________
March 25, 2025 Item #12 Page 468 of 578
June 2023
PLEASE CIRCLE OR WRITE IN YOUR ANSWERS
Is the address on the first page safe to receive mail? Y or N
If Different Mailing Address add:
Is the different mailing address safe to receive mail? Y or N Marital Status:
Secondary Phone to contact:Safe to leave a voicemail
Y or N
Safe to text
Y or N
Is Internet Access Available to you?Y or N What type of skill do you have with the internet?
Skilled / Some / None
Email Address:Safe to email? Y or N
Have you been financially impacted by COVID? Y or N Impacted by COVID in any other way? Y or N
Do you have a disability?Y or N If yes, circle one:Physical or Mental or Both Physical and Mental
Have you ever been a victim of domestic violence? Y or N How do you know about us?
Are you or anyone in your household a veteran? (Circle one)1) You are a veteran, 2) You and another household
member are veterans, 3) Just another household member is veteran, or 4) no one is a veteran in the household.
Are you active military? Y or N Is someone else in the household active military: Y or N
What is your highest level of education completed?
Do you work in lieu of rent? Y or N Are you currently homeless? Y or N
Do you own a mobile home or RV and live in it? Y or N Are you a Section 8 Voucher Holder? Y or N
Are you currently living in subsidized housing? Y or N If yes, who is subsidizing your rent?
Living arrangements: (Circle one): Apartment, rented house, rented room, rented mobile home/RV, homeless,
friends, shelter or not listed – please explain:
Primary/preferred spoken language:How well do you speak English?
Very Well Well Not Well Not at All
What gender do you identify with? (Circle one):
Male Female Transgender-Female Transgender – Male Non-Binary/Gender
Non-Conforming Gender Queer Something Else: Choose not to disclose
Pronouns (Circle one): His/He/Him She/Her/Hers They/Them/Theirs Not Listed
Race (circle the appropriate response)
American Indian/Alaska Native Asian Black African American White
Native Hawaiian/Pacific Islander Hispanic/Latino
Some Other Race (please provide):
Ethnicity (circle the appropriate response)
Hispanic/Latino Not Hispanic/Latino
Transportation Access (circle the appropriate response)
Have Own Transportation Public Transportation Limited Access to Transportation
If there are other adults in your home, please provide name, date of birth below:
Name (use separate line for each maiden/married name) Date of Birth Relationship to You:
Application For Legal Services:Our funding agencies, federal, state, local or private auditors require
answers to these questions. We may share your answers with them, but we will not share personally
identifying information without your consent, unless required by law.
I certify that the above information is true, correct, and complete to the best of my knowledge and belief.
APPLICANT’S SIGNATURE: ____________________________________DATE: _____________________
March 25, 2025 Item #12 Page 469 of 578
Legal Aid Society of San Diego
Office of the Public Attorney
110 S Euclid Ave
San Diego, California 92114 T (877) 534-2524 F (619) 471-2782 www.lassd.org
Gwen Hanley-Pamplin
President, Board of Directors
Joanna Fox, Esq.
President-elect, Board of Directors
Joanne L. Franciscus, Esq.
CEO/Executive Director/Chief Counsel
Joanne L. Franciscus, Esq.
CEO/Executive Director
JoanneF@lassd.org
Board of Directors
Gwen Hanley-Pamplin, President
(Community Representative)
5481 San Roberto
San Diego, CA 92154
619.849.0967
04gp@att.net
Mark G. Rackers, Esq.
Sheppard, Mullin
501 West Broadway, 18th Floor
San Diego, CA 92101
619.338.6648
mrackers@sheppardmullin.com
Peter Adams, Esq.
Cooley LLP
4401 Eastgate Mall
San Diego, CA 92121
858.550.6059
padams@cooley.com
James Cekola, Esq.
Jazz Pharmaceuticals
3170 Porter Drive,
Palo Alto, CA 94304
760.672.0974
jcekola@gmail.com
Corrie Taylor
(Client Eligible Board Member)
9805 Campo Rd, St 165-982
Spring Valley, CA 91977
619.340.3617
corriestaylor@gmail.com
Linda L. Lane, Esq.
USD Law School
5998 Alcala Parkway
San Diego, CA 92111
858.342.8002
lindalane1@ymail.com
Joanna Fox, Esq. President-Elect
FOX LAW, APC
201 Lomas Santa Fe Drive, Suite
420, Solona Beach, CA 92075
858.256.7616
joanna@foxlawapc.com
Michael W. Battin, Esq. Treasurer
Navigato & Battin LLP
755 West A Street, Suite 150
San Diego, CA 92101
619.233.5365
mike@navbat.com
Lina Tostado
(Client Eligible Board Member)
1951 47th ST, 86
San Diego, CA 92102
619.405.6937
linatostado@gmail.com
Lindsay Mertens, Esq.
Hahn Loeser & Parks LLP
600 West Broadway, Suite 1500
San Diego, CA 92101
619.810.4300
lmertens@hahnlaw.com
March 25, 2025 Item #12 Page 470 of 578
Legal Aid Society of San Diego
Office of the Public Attorney
110 S Euclid Ave
San Diego, California 92114 T (877) 534-2524 F (619) 471-2782
www.lassd.org
Gwen Hanley-Pamplin
President, Board of Directors
Joanna Fox, Esq.
President-elect, Board of Directors
Joanne L. Franciscus, Esq.
CEO/Executive Director/Chief Counsel
2
Frances D. Bumpus, Secretary
(Client Eligible Board Member)
P.O. Box 740962
San Diego, CA 92174
619.673.4338
bumpus.fran@yahoo.com
Amina A. Dauood
(Client Eligible Board Member)
4963 Fir Street
San Diego, CA 92102
619.704.5107
amina.sdsu@gmail.com
David Hackathorn
(Client Eligible Board Member)
940 Park Blvd. #415
San Diego, CA 92101
619.538.1693
Dr. Phyllis A. Jones
(Client Eligible Board Member)
3281 College Avenue #333
Lemon Grove, CA 91945
619.581.6992
Brian M. Kramer, Esq.
Morrison & Foerster LLP
12531 High Bluff Drive, Suite 100
San Diego, CA 92130
858.314.5415
bmkramer@mofo.com
Stanley J. Panikowski, Esq.
DLA Piper
4365 Executive Drive, Suite 1100
San Diego, CA 92121
619.699.2643
stanley.panikowski@dlapiper.com
William B. Sailer, Esq.
QUALCOMM Inc.
5775 Morehouse Drive, Bldg. N
San Diego, CA 92121
619.742.5062
wsailer@mac.com
Craig Singleton
(Client Eligible Board Member)
238 Los Alamos Drive
San Diego, CA 92114
619.971.3648
Anthony M. Stiegler, Esq.
Cooley, LLP
6322 Via Maria,
La Jolla CA 92037
858.550.6035
stiegleranthony@gmail.com
Barry J. Tucker, Esq.
Phillips
12676 Rue Parc
San Diego, CA 92131
619.742.5062
barrytucker@san.rr.com
Thomas J. Warwick, Jr., Esq.
Grimes and Warwick
101 West Broadway, Suite 810
San Diego, CA 92101
619.232.2014
twarwick@grimesandwarwick.com
Ryan C. Caplan, Esq.
Buchalter, APC
655 West Broadway, Suite 1600
San Diego, California 92101
619.219.5429
rcaplan@buchalter.com
March 25, 2025 Item #12 Page 471 of 578
Legal Aid Society of San Diego
Office of the Public Attorney
110 S Euclid Ave
San Diego, California 92114 T (877) 534-2524 F (619) 471-2782
www.lassd.org
Gwen Hanley-Pamplin
President, Board of Directors
Joanna Fox, Esq.
President-elect, Board of Directors
Joanne L. Franciscus, Esq.
CEO/Executive Director/Chief Counsel
3
Hon. Margaret M. Mann
Retired Judge
619.990.7719
margaret.m.mann@gmail.com
March 25, 2025 Item #12 Page 472 of 578
Reports of Independent Auditors and
Financial Statements with
Federal Awards Supplementary Information
Legal Aid Society of San Diego, Inc.
June 30, 2024 and 2023
March 25, 2025 Item #12 Page 473 of 578
Table of Contents
Page
Report of Independent Auditors 1
Financial Statements
Statements of Financial Position 5
Statements of Activities 7
Statements of Functional Expenses 8
Statements of Cash Flows 9
Notes to Financial Statements 10
Supplementary Information
Schedule of Expenditures of Federal Awards 19
Notes to the Schedule of Expenditures of Federal Awards 20
Schedule of Federal and Non-Federal Revenue 21
Statement of Revenues, Expenses, and Changes in Net Assets 23
Schedule of Private Attorney Involvement Revenues and Expenses Legal Services
Corporation Grant 24
Report of Independent Auditors on Internal Control Over Financial Reporting and on
Compliance and Other Matters Based on an Audit of Financial Statements
Performed in Accordance with Government Auditing Standards 25
Report of Independent Auditors on Compliance for Each Major Federal Program and
Report on Internal Control Over Compliance Required by the Uniform Guidance 27
Schedule of Findings and Questioned Costs 30
March 25, 2025 Item #12 Page 474 of 578
1
Report of Independent Auditors
The Board of Directors
Legal Aid Society of San Diego, Inc.
Report on the Audit of the Financial Statements
Opinion
We have audited the financial statements of Legal Aid Society of San Diego, Inc., which comprise the
statements of financial position as of June 30, 2024 and 2023, and the related statements of
activities, functional expenses, and cash flows for the years then ended, and the related notes to the
financial statements.
In our opinion, the accompanying financial statements present fairly, in all material respects, the
financial position of Legal Aid Society of San Diego, Inc. as of June 30, 2024 and 2023, and the
changes in its net assets and its cash flows for the years then ended in accordance with accounting
principles generally accepted in the United States of America.
Basis for Opinion
We conducted our audits in accordance with auditing standards generally accepted in the United
States of America (U.S. GAAS) and the standards applicable to financial audits contained in
Government Auditing Standards (Government Auditing Standards), issued by the Comptroller
General of the United States. Our responsibilities under those standards are further described in the
Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are
required to be independent of Legal Aid Society of San Diego, Inc. and to meet our other ethical
responsibilities, in accordance with the relevant ethical requirements relating to our audits. We
believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for
our audit opinion.
Responsibilities of Management for the Financial Statements
Management is responsible for the preparation and fair presentation of the financial statements in
accordance with accounting principles generally accepted in the United States of America, and for the
design, implementation, and maintenance of internal control relevant to the preparation and fair
presentation of financial statements that are free from material misstatement, whether due to fraud or
error.
In preparing the financial statements, management is required to evaluate whether there are
conditions or events, considered in the aggregate, that raise substantial doubt about Legal Aid
Society of San Diego, Inc.’s ability to continue as a going concern for one year after the date that the
financial statements are available to be issued.
March 25, 2025 Item #12 Page 475 of 578
2
Auditor’s Responsibilities for the Audit of the Financial Statements
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole
are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report
that includes our opinion. Reasonable assurance is a high level of assurance but is not absolute
assurance and therefore is not a guarantee that an audit conducted in accordance with U.S. GAAS
and Government Auditing Standards will always detect a material misstatement when it exists. The
risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from
error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the
override of internal control. Misstatements are considered material if there is a substantial likelihood
that, individually or in the aggregate, they would influence the judgment made by a reasonable user
based on the financial statements.
In performing an audit in accordance with U.S. GAAS and Government Auditing Standards, we:
Exercise professional judgment and maintain professional skepticism throughout the audit.
Identify and assess the risks of material misstatement of the financial statements, whether due to
fraud or error, and design and perform audit procedures responsive to those risks. Such
procedures include examining, on a test basis, evidence regarding the amounts and disclosures
in the financial statements.
Obtain an understanding of internal control relevant to the audit in order to design audit
procedures that are appropriate in the circumstances, but not for the purpose of expressing an
opinion on the effectiveness of Legal Aid Society of San Diego, Inc.’s internal control.
Accordingly, no such opinion is expressed.
Evaluate the appropriateness of accounting policies used and the reasonableness of significant
accounting estimates made by management, as well as evaluate the overall presentation of the
financial statements.
Conclude whether, in our judgment, there are conditions or events, considered in the aggregate,
that raise substantial doubt about Legal Aid Society of San Diego, Inc.’s ability to continue as a
going concern for a reasonable period of time.
We are required to communicate with those charged with governance regarding, among other
matters, the planned scope and timing of the audit, significant audit findings and certain internal
control–related matters that we identified during the audit.
March 25, 2025 Item #12 Page 476 of 578
3
Supplementary Information
Our audit was conducted for the purpose of forming an opinion on the financial statements as a
whole. The accompanying schedule of expenditures of federal awards as required by Title 2 U.S.
Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles,
and Audit Requirements for Federal Awards (Uniform Guidance), is presented for purposes of
additional analysis and is not a required part of the financial statements. The schedule of federal and
non-federal revenue, statement of revenues, expenses, and changes in net assets, and schedule of
private attorney involvement expenses – Legal Services Corporation grant are presented for
purposes of additional analysis and are not a required part of the financial statements. Such
information is the responsibility of management and was derived from and relates directly to the
underlying accounting and other records used to prepare the financial statements. The information
has been subjected to the auditing procedures applied in the audit of the financial statements and
certain additional procedures, including comparing and reconciling such information directly to the
underlying accounting and other records used to prepare the financial statements or to the financial
statements themselves, and other additional procedures in accordance with auditing standards
generally accepted in the United States of America. In our opinion, the information is fairly stated, in
all material respects, in relation to the financial statements as a whole.
Other Reporting Required by Government Auditing Standards
In accordance with Government Auditing Standards, we have also issued our report dated
November 27, 2024, on our consideration of Legal Aid Society of San Diego, Inc.’s internal control
over financial reporting and on our tests of its compliance with certain provisions of laws, regulations,
contracts, and grant agreements and other matters. The purpose of that report is solely to describe
the scope of our testing of internal control over financial reporting and compliance and the results of
that testing, and not to provide an opinion on the effectiveness of Legal Aid Society of San Diego,
Inc.’s internal control over financial reporting or on compliance. That report is an integral part of an
audit performed in accordance with Government Auditing Standards in considering Legal Aid Society
of San Diego, Inc.’s internal control over financial reporting and compliance.
San Diego, California
November 27, 2024
March 25, 2025 Item #12 Page 477 of 578
Financial Statements
March 25, 2025 Item #12 Page 478 of 578
Legal Aid Society of San Diego, Inc.
See accompanying notes.
5
Statements of Financial Position
June 30, 2024 and 2023
2024 2023
CURRENT ASSETS
Cash and cash equivalents 8,417,771$ 7,440,102$
Client trust funds 211,512 79,500
Receivables
Grants and contracts 4,792,953 4,868,858
Other - 3,382
Prepaid expenses and other assets 520,205 558,214
Total current assets 13,942,441 12,950,056
PROPERTY AND EQUIPMENT
Furniture, fixtures, and equipment 644,209 644,209
Buildings, building improvements,
and leasehold improvements 6,015,724 6,015,724
6,659,933 6,659,933
Less accumulated depreciation (4,149,163) (3,966,480)
Total depreciable property and equipment 2,510,770 2,693,453
Land 1,405,102 1,405,102
Total property and equipment 3,915,872 4,098,555
RIGHT-OF-USE ASSET – OPERATING 760,212 910,292
DEPOSITS 46,199 80,818
Total assets 18,664,724$ 18,039,721$
ASSETS
(Continued on the following page)
March 25, 2025 Item #12 Page 479 of 578
Legal Aid Society of San Diego, Inc.
Statements of Financial Position (Continued)
June 30, 2024 and 2023
See accompanying notes.
6
2024 2023
CURRENT LIABILITIES
Accounts payable 1,907,067$ 2,076,437$
Client trust funds payable 211,512 79,500
Debt, current portion 401,975 656,885
Accrued liabilities
Accrued vacation 902,483 796,024
Salaries, wages, and payroll taxes 612,031 535,078
Lease liability – operating, current portion 168,114 138,775
Refundable advances 3,326,805 3,722,613
Total current liabilities 7,529,987 8,005,312
LONG-TERM LIABILITIES
Rent deposits 8,324 8,324
Lease liability – operating, net of current portion 606,515 774,629
Debt, net of current portion 17,843 465,261
Total long-term liabilities 632,682 1,248,214
Total liabilities 8,162,669 9,253,526
COMMITMENTS AND CONTINGENCY (Note 4)
NET ASSETS WITHOUT DONOR RESTRICTIONS
Undesignated 5,267,899 3,859,439
Designated
1,343,028 1,000,390
Property and equipment 3,753,109 3,539,355
Total net assets without donor restrictions 10,364,036 8,399,184
NET ASSETS WITH DONOR RESTRICTIONS 138,019 387,011
Total net assets 10,502,055 8,786,195
Total liabilities and net assets 18,664,724$ 18,039,721$
LIABILITIES AND NET ASSETS
Judicial Council of California Administrative Office
of the Courts
March 25, 2025 Item #12 Page 480 of 578
Legal Aid Society of San Diego, Inc.
See accompanying notes.
7
Statements of Activities
Years Ended June 30, 2024 and 2023
2024 2023
CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS
Support and revenue
Grants and service contracts 28,920,092$ 25,891,279$
Contributions, in-kind services 1,056,241 829,395
Contributions, other 249,573 561,047
Other revenue 173,766 162,371
Attorney fees 124,266 238,716
Interest 288,289 42,906
Net assets released from restrictions 323,838 95,606
Total support and revenue 31,136,065 27,821,320
Expenses
Program services 25,706,835 23,551,509
Management and general 3,215,424 2,924,234
Fundraising 257,135 272,588
Total expenses 29,179,394 26,748,331
Change in net assets without donor restrictions 1,956,671 1,072,989
CHANGES IN NET ASSETS WITH DONOR RESTRICTIONS
Grants and service contracts 83,027 300,000
Net assets released from restrictions (323,838) (95,606)
Change in net assets with donor restrictions (240,811) 204,394
CHANGE IN NET ASSETS 1,715,860 1,277,383
NET ASSETS
Beginning of year 8,786,195 7,508,812
End of year 10,502,055$ 8,786,195$
March 25, 2025 Item #12 Page 481 of 578
Le
g
a
l
A
i
d
S
o
c
i
e
t
y
o
f
S
a
n
D
i
e
g
o
,
I
n
c
.
Se
e
a
c
c
o
m
p
a
n
y
i
n
g
n
o
t
e
s
.
8
St
a
t
e
m
e
n
t
s
o
f
F
u
n
c
t
i
o
n
a
l
E
x
p
e
n
s
e
s
Ye
a
r
s
E
n
d
e
d
J
u
n
e
3
0
,
2
0
2
4
a
n
d
2
0
2
3
Pr
o
g
r
a
m
M
a
n
a
g
e
m
e
n
t
Pr
o
g
r
a
m
M
a
n
a
g
e
m
e
n
t
Se
r
v
i
c
e
s
a
n
d
G
e
n
e
r
a
l
F
u
n
d
r
a
i
s
i
n
g
T
o
t
a
l
Se
r
v
i
c
e
s
a
n
d
G
e
n
e
r
a
l
F
u
n
d
r
a
i
s
i
n
g
T
o
t
a
l
At
t
o
r
n
e
y
s
a
l
a
r
i
e
s
7,
0
1
5
,
1
2
6
$
63
3
,
3
2
7
$
59
,
6
3
3
$
7,
7
0
8
,
0
8
6
$
7,
1
5
2
,
6
3
7
$
67
8
,
8
5
0
$
10
2
,
1
7
5
$
7,
9
3
3
,
6
6
2
$
No
n
-
a
t
t
o
r
n
e
y
s
a
l
a
r
i
e
s
5,
8
7
3
,
9
4
5
1,
4
6
9
,
4
5
6
77
,
5
1
6
7,
4
2
0
,
9
1
7
5,
3
2
4
,
6
3
9
1,
3
3
4
,
2
1
3
10
,
6
0
4
6,
6
6
9
,
4
5
6
Em
p
l
o
y
e
e
b
e
n
e
f
i
t
s
3,
7
2
8
,
4
4
7
57
3
,
9
3
3
27
,
4
0
0
4,
3
2
9
,
7
8
0
3,
3
2
1
,
8
2
8
50
3
,
5
1
9
28
,
1
5
2
3,
8
5
3
,
4
9
9
16
,
6
1
7
,
5
1
8
2,
6
7
6
,
7
1
6
16
4
,
5
4
9
19
,
4
5
8
,
7
8
3
15
,
7
9
9
,
1
0
4
2,
5
1
6
,
5
8
2
14
0
,
9
3
1
18
,
4
5
6
,
6
1
7
Co
n
t
r
a
c
t
e
d
s
e
r
v
i
c
e
s
5,
6
2
9
,
7
1
4
15
8
,
0
9
0
7,
8
2
3
5,
7
9
5
,
6
2
7
5,
1
0
5
,
5
8
1
72
,
6
4
0
3,
0
1
7
5,
1
8
1
,
2
3
8
Ot
h
e
r
92
7
,
1
3
0
68
,
1
9
9
75
,
2
8
7
1,
0
7
0
,
6
1
6
28
8
,
6
3
7
49
,
2
8
0
11
7
,
1
7
4
45
5
,
0
9
1
Do
n
a
t
e
d
s
e
r
v
i
c
e
s
1,
0
5
6
,
2
4
1
-
-
1,
0
5
6
,
2
4
1
82
9
,
3
9
5
-
-
82
9
,
3
9
5
Sp
a
c
e
a
n
d
o
c
c
u
p
a
n
c
y
31
7
,
8
1
2
47
,
2
3
9
60
8
36
5
,
6
5
9
30
3
,
0
8
1
58
,
8
9
9
1,
0
4
0
36
3
,
0
2
0
Te
l
e
p
h
o
n
e
27
5
,
7
2
4
28
,
3
8
6
1,
1
2
9
30
5
,
2
3
9
27
1
,
0
6
8
27
,
2
6
1
1,
4
7
1
29
9
,
8
0
0
Of
f
i
c
e
e
x
p
e
n
s
e
19
4
,
5
2
2
24
,
3
4
5
13
6
21
9
,
0
0
3
20
6
,
2
5
7
20
,
8
8
5
6,
1
5
1
23
3
,
2
9
3
Tr
a
v
e
l
a
n
d
t
r
a
i
n
i
n
g
116
,
551
37
,
4
7
2
2,
4
7
6
15
6
,
4
9
9
11
5
,
6
3
0
23
,
7
1
0
34
13
9
,
3
7
4
Lit
i
g
a
t
i
o
n
c
o
s
t
s
15
2
,
4
3
5
1,
5
1
0
-
15
3
,
9
4
5
16
7
,
0
0
4
2
-
16
7
,
0
0
6
Au
d
i
t
a
n
d
t
a
x
e
s
16
,
5
9
0
11
4
,
2
3
2
2
13
0
,
8
2
4
18
,
7
0
6
96
,
2
0
7
19
11
4
,
9
3
2
Eq
u
i
p
m
e
n
t
–
m
i
n
o
r
r
e
n
t
a
l
a
n
d
r
e
p
a
i
r
74
,
0
6
1
24
,
9
5
8
4,
6
4
1
10
3
,
6
6
0
10
8
,
1
4
2
26
,
0
4
6
1,
9
7
4
13
6
,
1
6
2
Lib
r
a
r
y
73
,
1
4
5
2,
4
5
7
-
75
,
6
0
2
73
,
0
3
9
3,
8
4
9
-
76
,
8
8
8
In
s
u
r
a
n
c
e
70
,
8
7
2
3,
5
0
0
10
8
74
,
4
8
0
64
,
1
9
5
3,
1
4
8
15
0
67
,
4
9
3
In
t
e
r
e
s
t
17
,
2
0
8
13
,
2
6
5
60
30
,
5
3
3
36
,
8
2
1
7,
1
8
7
16
3
44
,
1
7
1
To
t
a
l
e
x
p
e
n
s
e
s
b
e
f
o
r
e
d
e
p
r
e
c
i
a
t
i
o
n
25
,
5
3
9
,
5
2
3
3,
2
0
0
,
3
6
9
25
6
,
8
1
9
28
,
9
9
6
,
7
1
1
23
,
3
8
6
,
6
6
0
2,
9
0
5
,
6
9
6
27
2
,
1
2
4
26
,
5
6
4
,
4
8
0
De
p
r
e
c
i
a
t
i
o
n
16
7
,
3
1
2
15
,
0
5
5
31
6
18
2
,
6
8
3
16
4
,
8
4
9
18
,
5
3
8
46
4
18
3
,
8
5
1
25
,
7
0
6
,
8
3
5
$
3,
2
1
5
,
4
2
4
$
25
7
,
1
3
5
$
29
,
1
7
9
,
3
9
4
$
23
,
5
5
1
,
5
0
9
$
2,
9
2
4
,
2
3
4
$
27
2
,
5
8
8
$
26
,
7
4
8
,
3
3
1
$
Ye
a
r
E
n
d
e
d
J
u
n
e
3
0
,
2
0
2
4
Ye
a
r
E
n
d
e
d
J
u
n
e
3
0
,
2
0
2
3
March 25, 2025 Item #12 Page 482 of 578
Legal Aid Society of San Diego, Inc.
See accompanying notes.
9
Statements of Cash Flows
Years Ended June 30, 2024 and 2023
2024 2023
OPERATING ACTIVITIES
Change in net assets 1,715,860$ 1,277,383$
Reconciliation to net cash provided by operating activities
Depreciation 182,683 183,851
Amortization of lease 150,080 146,153
Bad debt expense - 19,840
(Increase) decrease in operating assets
Receivables 79,287 (480,021)
Prepaid expenses and other assets 38,009 (182,861)
Deposits 34,619 (30,003)
(Decrease) increase in operating liabilities
Accounts payable (169,370) 1,163,837
Lease liability - operating (138,775) (143,041)
Accrued liabilities 183,412 127,291
Deferred revenue (395,808) 1,208,855
Net cash provided by operating activities 1,679,997 3,291,284
INVESTING ACTIVITIES
Purchase of property, plant, and equipment - (15,177)
Net cash used in investing activities - (15,177)
FINANCING ACTIVITIES
Payments on notes payable (702,328) (683,139)
Net cash used in financing activities (702,328) (683,139)
CHANGE IN CASH AND CASH EQUIVALENTS 977,669 2,592,968
CASH AND CASH EQUIVALENTS
Beginning of year 7,440,102 4,847,134
End of year 8,417,771$ 7,440,102$
Cash paid for
Interest 19,228$ 44,171$
Operating lease ROU asset in exchange
for operating leases liability -$ 1,056,445$
SUPPLEMENTAL DISCLOSURES OF CASH FLOW INFORMATION
SUPPLEMENTAL DISCLOSURES OF NON-CASH INFORMATION
March 25, 2025 Item #12 Page 483 of 578
Legal Aid Society of San Diego, Inc.
10
Notes to Financial Statements
Note 1 – Nature of Organization and Significant Accounting Policies
Nature of organization – Legal Aid Society of San Diego, Inc. (the Society) is a non-profit, California
corporation organized in 1953 primarily for the purpose of providing legal services to indigent individuals
who meet established eligibility guidelines.
The Society operates law programs, subject to individual grant and service contract restrictions, in the
following general priority and substantive areas:
Substantive Areas General Priorities
Housing Support for families
Health/income maintenance Preserving the home
Individual rights Maintaining economic stability
Family Safety, stability, and health
Consumer/finance Populations with special vulnerabilities
Education and juvenile
Consumer center for health education and advocacy
The Society is exempt from federal and California income taxes under Section 501(c)(3) of the Internal
Revenue Code (IRC) and Section 23701(d) of the California Revenue and Taxation Code, except to the
extent of unrelated business taxable income as defined under IRC Sections 511 through 515. The Society
had no unrecognized tax benefits or liabilities as of June 30, 2024 and 2023. The Society files an exempt
organization return in the United States federal jurisdiction and with the Franchise Tax Board in the state
of California.
Recently adopted accounting standards – Effective July 1, 2023, the Society adopted Financial
Accounting Standards Board issued Accounting Standards Update (ASU) No. 2016-13 Financial
Instruments – Credit Losses (Topic 326): Measurement of Credit Losses on Financial Instruments. This
ASU requires organizations to measure all expected credit losses for financial instruments held at the
reporting date. There was no material impact to the financial statements as of the date of adoption.
Accounting principles – The accompanying financial statements have been prepared utilizing the
accrual basis of accounting.
Financial statement presentation – The accompanying financial statements present information
regarding the Society’s financial position and results of activities according to the following net asset
categories:
Net assets without donor restrictions represent expendable funds available for operations that are
not otherwise limited by donor restrictions. Certain amounts are separately reported as designated
due to limitations on how these amounts can be or have been spent.
March 25, 2025 Item #12 Page 484 of 578
Legal Aid Society of San Diego, Inc.
Notes to Financial Statements
11
Net assets with donor restrictions consist of contributed funds subject to specific donor-imposed
restrictions contingent upon specific performance of a future event or a specific passage of time
before the Society may spend the funds. Other net assets with donor restrictions are subject to
irrevocable donor restrictions requiring that the assets be maintained in perpetuity, usually for the
purpose of generating investment income, net of investment expenses to fund current operations.
As of June 30, 2024 and 2023, the Society had a total of $138,019 and $391,343, respectively, of
net assets with donor restrictions.
Revenue Recognition
Grants and service contracts – The Society evaluates its grants and service contracts to determine if they
are reciprocal or non-reciprocal in accordance with applicable accounting guidance. The terms of the
agreements are evaluated and when the arrangement is determined to be non-reciprocal, it is accounted
for as a conditional contribution, as described below. The Society recognizes revenue from grants and
service contracts when eligible costs are incurred or services are performed per the terms of the
agreements. A receivable is recognized for revenue earned under the terms of the agreements in excess
of cash advances. Conversely, refundable advances is recorded when advances exceed revenue earned.
Contributions, in-kind – Donated equipment and other donated goods are recorded at their estimated fair
value as of the date of the donation. Donated services are recognized as contributions if the services
(a) create or enhance non-financial assets, or (b) require specialized skills, are performed by people with
those skills, and would otherwise be purchased by the Society. The Society receives donated
professional services from attorneys and paralegals, which are recorded at fair value as a contribution
and an expense in the statements of activities.
Attorney fees – A judge may award the Society attorney fees in some cases. These fees are recognized
when the fee-generating case concludes at which time the Society’s performance obligation is completed.
Contributions – Contributions received are recorded as without donor restrictions, or with donor
restrictions depending on the existence and/or nature of any donor restrictions. Contributions subject to
donor-imposed restrictions for use in a future period or for a specific purpose are reported as with donor
restrictions depending on the nature of the donor’s restriction. When a donor restriction expires, net
assets with donor restrictions are reclassified to net assets without donor restrictions and reported in the
statements of activities as net assets released from restrictions. Contributions with donor restrictions
which are met in the same reporting period are reported as revenue without donor restrictions.
Contributions received with a right-of-return and a measurable barrier in place are considered conditional
and recognized when the barrier is overcome.
Other revenue – Other revenue is recognized when the services are rendered or rental payments are due
to the Society.
Cash and cash equivalents – The Society considers highly liquid investments with original maturities of
three months or less to be cash equivalents. The Society’s policy is to place cash and cash equivalents
with high-credit-quality financial institutions. Amounts placed with Federal Deposit Insurance Corporation
insured institutions are federally insured up to $250,000. The Society has cash and cash equivalents
accounts that exceed the insured amount. The Society has not experienced any losses in such accounts.
March 25, 2025 Item #12 Page 485 of 578
Legal Aid Society of San Diego, Inc.
Notes to Financial Statements
12
Client trust funds – The Society holds funds in trust for clients at times. The balance of these funds is
not available for operations. The balance is recorded as both an asset and liability on the statements of
financial position.
Receivables
Grants and contracts – Receivables consist of amounts billed and unbilled on grants and service
contracts for services provided through June 30. Receivables from three granting agencies represent
52% and 54% of total receivables as of June 30, 2024 and 2023, respectively.
Allowance for doubtful accounts – An allowance for estimated uncollectible accounts is based on past
experience and on an analysis of current receivable balances. Receivables are written off against the
allowance in the year deemed uncollectible. Management believes all receivables at June 30, 2024 and
2023, are fully collectible; therefore, no allowance for uncollectible accounts is considered necessary.
Property and equipment – Property and equipment acquired with grant funds are considered to be
owned by the Society while used in its programs. However, the funding sources may have a reversionary
interest in the property, as well as the right to determine the use of any proceeds from the sale of assets
purchased with their respective funds.
The Society follows the practice of capitalizing at cost, or at estimated fair value at the date of the gift, if
donated, all acquisitions of property and equipment in excess of $5,000. Depreciation and amortization
are computed on a straight-line basis over the estimated useful lives of the assets as follows:
Years
Furniture, fixtures, and equipment 3–10
Buildings, building improvements, and leasehold improvements 10–30
The Society does not currently hold property or equipment that was purchased solely with funding from
Legal Services Corporation, as of June 30, 2024 and 2023.
Leases – The Society evaluates whether its contractual arrangements contain leases at the inception of
such arrangements. Specifically, the Society considers whether it can control the underlying asset and
have the right to obtain substantially all of the economic benefits or outputs from the asset. The Society
has elected not to recognize a ROU asset and lease liability for leases with terms of 12 months or less.
The Society does not have any financing leases. The ROU operating lease asset represents the right to
use an underlying asset for the lease term, and operating lease liability represents the obligation to make
lease payments.
Both the ROU operating lease asset and liability are recognized as of the lease commencement date or
adoption of the standard, whichever is later, at the present value of the lease payments over the lease
term. The Society’s lease does not provide an implicit rate that can readily be determined. Therefore, the
Society uses a risk-free rate as per the practical expedient.
Operating lease expense is recognized on a straight-line basis over the lease term and is included in
operating expenses on the accompanying statements of activities and statement of functional expenses
under space and occupancy.
March 25, 2025 Item #12 Page 486 of 578
Legal Aid Society of San Diego, Inc.
Notes to Financial Statements
13
Impairment of long-lived assets – The Society evaluates long-lived assets for impairment whenever
events or changes in circumstances indicate that the carrying value of an asset may not be recoverable. If
the estimated future cash flows (undiscounted and without interest charges) from the use of an asset are
less than the carrying value, a write down will be recorded to reduce the related asset to its estimated fair
value. To date, no such write downs have occurred.
Advertising expense – The society did not incur advertising expense for the years ended June 30, 2024
and 2023.
Functional allocation of expenses – The costs of providing the program and supporting services have
been summarized on a functional basis in the statements of activities. Accordingly, certain costs have
been allocated among the programs and supporting services benefited. Rent, occupancy costs, and
depreciation are allocated based on square footage occupied. Utilities are allocated according to full-time
equivalents by department.
Use of estimates – The preparation of financial statements in conformity with accounting principles
generally accepted in the United States of America requires management to make estimates and
assumptions that affect the reported amounts of assets and liabilities, disclosure of contingent assets and
liabilities at the date of the financial statements, and the reported amounts of revenues and expenses
during the reporting period. Actual results could differ from those estimates.
Subsequent events – Subsequent events are events or transactions that occur after the statement of
financial position date but before the financial statements are available to be issued. The Society
recognizes in the financial statements the effects of all subsequent events that provide additional
evidence about conditions that existed at the date of the statement of financial position, including the
estimates inherent in the process of preparing the financial statements. The Society’s financial statements
do not recognize subsequent events that provide evidence about conditions that did not exist at the date
of the statement of financial position but arose after the statement of financial position date and before the
financial statements were available to be issued.
The Society has evaluated subsequent events through November 27, 2024, which is the date the
financial statements were available to be issued.
Note 2 – Concentrations
Grants and service contracts – For the years ended June 30, 2024 and 2023, revenue from grants and
service contracts includes funds provided by the following:
Legal Services Corporation – Basic Field Award 3,832,576$ 13%3,553,136$ 14%
County of San Diego 5,276,857 18%3,119,370 12%
Judicial Council of California Administrative
Office of the Courts 2,867,535 10%2,867,535 11%
California State Bar Legal Services 2,975,792 10%3,608,922 14%
San Diego Housing Commission 3,839,520$ 13%3,839,520$ 15%
2024 2023
March 25, 2025 Item #12 Page 487 of 578
Legal Aid Society of San Diego, Inc.
Notes to Financial Statements
14
The Society has a refundable advance balance with Legal Services Corporation totaling $1,254,683 and
$1,492,140 as of June 30, 2024 and 2023, respectively. The Society has received a waiver from the
Legal Services Corporation for its fund balance in excess of the statutory minimum fund balance as of
June 30, 2023.
Note 3 – Debt
The following is a summary of debt at June 30:
2024 2023
4,373$ 257,121$
158,390 302,079
257,055 562,946
419,818 1,122,146
Less current maturities 401,975 656,885
Non-current maturities 17,843$ 465,261$
Note payable, bank, payable in monthly installments of $21,757
including interest at 4.576 percent, through September 2024, secured
by land and a building
Note payable, bank, payable in monthly installments of $12,763
including interest at 4.087 percent, through August 2025, secured by
land and a building
Note payable, bank, PPP Loan; bears simple interest of 1.00 percent
per annum, through April 2025, unsecured
The note payable maturing in August 2025 places certain restrictive covenants on the Society.
Management believes the Society has complied with the covenants. The note payable also requires a
minimum cash balance of $500,000, which the Society has met as of June 30, 2024 and 2023.
Future minimum payments for debt are as follows:
Years Ending June 30,
2025 401,975$
2026 17,843
Total 419,818$
Additional payments have been made towards the principle balance of notes payable. The above future
minimum payment schedule reflects a revised expected timeline for the remaining minimum payments
due to additional payments towards the principal made during the year.
Interest expense totaled approximately $19,000 and $41,000 for the years ended June 30, 2024 and
2023, respectively.
March 25, 2025 Item #12 Page 488 of 578
Legal Aid Society of San Diego, Inc.
Notes to Financial Statements
15
Note 4 – Contingency
Grants and contracts – The Society has grants and contracts with government agencies and other
organizations that are subject to audit. No provision has been made for any liabilities that may arise from
such audits, since the amounts, if any, cannot be determined. Management believes that any liability that
may result from these audits would not be material. Many of these grants and contracts may be
terminated or reduced with written notice to the Society in the event that funding for the agreements
ceases or is reduced prior to the expiration dates of the grants or contracts.
Note 5 – Leases
The Society operates its office under a series of operating lease agreements. ROU assets represent the
Society’s right to use an underlying asset for the lease term. Lease liabilities represent Legal Aid Society
of San Diego’s obligation to make lease payments arising from the lease. ROU assets and liabilities are
recognized at the lease commencement date based on the estimated present value of lease payments
over the lease term. For operating leases, the Society recognizes lease expense on a straight-line basis
over the lease term.
Weighted-Average Remaining Lease Term and Discount Rate
The weighted-average remaining lease term and weighted-average discount rate used to calculate the
present value of lease liabilities are as follows for the year ended June 30:
2024 2023
Weighted-average remaining lease term – operating leases 4.67 5.67
Weighted-average discount rate – operating leases 2.92% 2.92%
Lease Maturities
The following table summarizes the maturity of the Society’s operating lease liabilities as of June 30,
2024:
Years Ending June 30,
2025 168,114$
2026 173,157
2027 178,352
2028 183,702
2029 125,525
Total lease payments 828,850$
Less Imputed Interest (54,221)
Total 774,629$
March 25, 2025 Item #12 Page 489 of 578
Legal Aid Society of San Diego, Inc.
Notes to Financial Statements
16
Note 6 – Pension Plan
The Society has a Simplified Employee Pension IRA plan covering all employees with a minimum age of
21 years old. Employees are eligible and fully vested the first day after a 24-month waiting period. The
Society makes contributions under this plan in amounts equal to 6% of covered employees’ basic
compensation. The Society contributed approximately $614,000 and $557,000 for the years ended
June 30, 2024 and 2023, respectively.
The Society also has a 403(b) plan covering all employees. Employees are eligible and fully vested the
first day of employment. The Society does not make contributions under this plan.
Note 7 – Liquidity and Availability
The Society regularly monitors liquidity required to meet its operating needs and other contractual
commitments. The following table reflects the Society’s financial assets available to meet cash needs for
general expenditures within one year as of June 30, 2024 and 2023. The Society has several liquid
resources at its disposal, including cash and receivables.
2024 2023
Financial assets at year end
Cash and cash equivalents 8,417,771$ 7,440,102$
Grants and other receivables 4,792,953 4,872,240
Less minimum cash balance requirement (Note 3)(500,000) (500,000)
Financial assets available to meet cash
needs for general expenditures within one year 12,710,724$ 11,812,342$
The Society is primarily supported by revenue generated from grants and contracts. The Society also
often receives contributions; however, these awards are not budgeted for. The Society structures its
financial assets to be available as general expenditures, liabilities, and other obligations become due.
Note 8 – Net Assets
Net assets with donor restrictions at June 30, 2024 and 2023, are comprised of:
2024 2023
Subject to expenditure for a specific purpose
Housing and food insecurity 83,027$ -$
Health consumer alliance 54,992 387,011
Total net assets with donor restrictions 138,019$ 387,011$
March 25, 2025 Item #12 Page 490 of 578
Legal Aid Society of San Diego, Inc.
Notes to Financial Statements
17
Net assets with donor restrictions totaling $177,577 were released from restriction by satisfying donor
restrictions through use for the health consumer alliance during the year ended June 30, 2024. Net assets
with donor restrictions totaling $95,606 were released from restriction by satisfying donor restrictions
through use for the health consumer alliance during the year ended June 30, 2023.
Note 9 – In-kind Services
Donated services are recorded at fair value and consist of time donated by attorneys and paralegals. Fair
value is estimated using market rates derived from reputable published sources, adjusted for the
experience of those providing services. The Society recognized approximately $1,056,000 and $829,000
of legal services during the years ended June 30, 2024 and 2023, respectively. These services are
utilized in Society programs.
March 25, 2025 Item #12 Page 491 of 578
Supplementary Information
March 25, 2025 Item #12 Page 492 of 578
Legal Aid Society of San Diego, Inc.
See accompanying notes to the schedule of expenditures of federal awards.
19
Supplementary Information
Schedule of Expenditures of Federal Awards
Year Ended June 30, 2024
Federal
Pass-Through Assistance Passed-
Identifying Listing Through to Federal
Number Number Subrecipients Expenditures
Legal Services Corporation
Basic Field Award 09.80525 -$ 3,855,407$
Technology Initiative Award 09.80525 - 29,241
Total Legal Services Corporation - 3,884,648
U.S. Department of the Treasury
Internal Revenue Service
Low Income Taxpayer Clinics 21.008 - 171,969
Pass-through from the State Bar of California
COVID-19 – Homeowner Assistance Fund CaHFA 21.026 - 295,945
COVID-19 – Coronavirus State and Local Fiscal Recovery Funds HP3 21.027 - 670,131
Pass-through from County of San Diego
COVID-19 – Coronavirus State and Local Fiscal Recovery Funds SLFRP0148 21.027 83,076 3,033,120
Subtotal 21.027 83,076 3,703,251
Total U.S. Department of the Treasury 83,076 4,171,165
U.S. Department of Housing and Urban Development
Community Development Block Grant (CDBG) – Entitlement Grants Cluster
Pass-through from City of Encinitas
Community Development Block Grant 17000337 14.218 - 19,169
Pass-through from City of Escondido
Community Development Block Grant 30093 14.218 - 27,871
COVID-19 - Community Development Block Grant not available 14.218 29,353
Pass-through from City of San Marcos
Community Development Block Grant GL-207-521001 14.218 - 25,818
Pass-through from City of Carlsbad
Community Development Block Grant 20170171 14.218 - 30,958
Pass-through from County of San Diego
Community Development Block Grant 554340 14.218 - 33,332
Pass-through from City of San Diego
Community Development Block Grant 10022554-12-G 14.218 - 236,097
Total CDBG – Entitlement Grants Cluster - 402,598
Private Enforcement Initiatives 14.418 - 425,000
Education and Outreach Initiatives 14.416 - 121,295
Initiative/Component: FHOI 14.416 - 250,140
COVID-19 – Initiative/Component: American Rescue Plan 14.416 - 14,686
Subtotal 14.416 - 386,121
Total U.S. Department of Housing and Urban Development - 1,213,719
U.S. Department of Health and Human Services
Pass-through from County of San Diego
Medicaid Cluster
Medical Assistance Program 568278 93.778 - 286,140
Medical Assistance Program 560727 93.778 - 294,106
Total Medicaid Cluster - 580,246
Block Grants for Community Mental Health Services 560727 93.958 - 100,000
Total U.S. Department of Health and Human Services - 680,246
Total Expenditures of Federal Awards 83,076$ 9,949,778$
Grantor/Program
March 25, 2025 Item #12 Page 493 of 578
Legal Aid Society of San Diego, Inc.
20
Supplementary Information
Notes to the Schedule of Expenditures of Federal Awards
Year Ended June 30, 2024
Note 1 – Basis of Presentation
The schedule of expenditures of federal awards (the Schedule) includes the federal grant activity of Legal
Aid Society of San Diego, Inc. (the Society) for the year ended June 30, 2024. The information in the
Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations
Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal
Awards (Uniform Guidance). Therefore, some amounts presented in the Schedule may differ from
amounts presented in, or used in, the preparation of the financial statements.
Because the Schedule presents only a selected portion of the activities of the Society, it is not intended
to, and does not, present either the financial position or changes in net assets of the Society.
Note 2 – Summary of Significant Accounting Policies
Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such
expenditures are recognized following the cost principles contained in Uniform Guidance, wherein certain
types of expenditures are not allowed or are limited as to reimbursement. Pass-through entity identifying
numbers are presented where available.
The Society has elected not to use the 10 percent de minimis indirect cost rate as allowed under the
Uniform Guidance.
March 25, 2025 Item #12 Page 494 of 578
Legal Aid Society of San Diego, Inc.
21
Supplementary Information
Schedule of Federal and Non-Federal Revenue
Year Ended June 30, 2024
Federal
Assistance Total
Listing Grant Grant Recognized
Number Period Amount Revenue
Federal/Pass-through Grantor Programs
Legal Services Corporation
Basic Field Award 9.80525 01/01/23 – 12/31/23 3,722,234$ 2,763,103
Basic Field Award 9.80525 01/01/24 – 12/31/24 3,722,237 916,619
Technology Initiative Grant 9.80525 10/01/19 - 09/30/24 90,000 29,241
Department of the Treasury
Low Income Tax Payer Clinics 21.008 01/01/23 – 12/31/23 150,000 83,170
Low Income Tax Payer Clinics 21.008 01/01/24 – 12/31/24 150,000 88,803
California State Bar Legal Services
Trust Fund Grant HP3 Housing Stability 21.027 12/01/21 - 12/31/24 1,727,791 670,131
Trust Fund CALHFA 21.026 07/01/22 - 06/30/25 800,000 295,945
County of San Diego
Coronavirus State and Local Fiscal Recovery Funds 21.027 01/01/23 - 12/31/24 6,066,666 3,033,120
County of San Diego Health and Human Services
Temporary Assistance for Needy Families 93.778 07/01/23 – 06/30/24 289,140 289,140
Community Development Block Grant 14.218 07/01/23 - 10/31/23 33,332 33,332
County of San Diego – CCHEA – SHAMSA 93.958 / 93.778 07/01/23 – 06/30/24 394,106 394,106
Department of Housing and Urban Development (HUD)
Office of Fair Housing and Equal Opportunity 14.418 07/01/23 - 06/30/24 425,000 425,000
Office of Fair Housing and Equal Opportunity 14.416 07/01/23 - 06/30/24 125,000 121,291
Office of Fair Housing and Equal Opportunity 14.416 07/01/23 - 06/30/24 250,000 249,973
Office of Fair Housing and Equal Opportunity 14.416 02/01/22 - 07/31/23 350,000 14,686
City of Encinitas
Community Development Block Grant 14.218 07/01/23 - 06/30/24 20,000 19,169
City of Escondido
Community Development Block Grant 14.218 10/01/23 - 06/30/24 35,000 27,845
City of San Marcos
Community Development Block Grant 14.218 07/01/23 - 06/30/24 26,000 25,818
City of Carlsbad
Community Development Block Grant 14.218 07/01/23 - 06/30/24 30,958 30,958
City of Escondido - CARES
Community Development Block Grant 14.218 03/01/24 - 06/30/24 29,353 29,353
City of San Diego
Community Development Block Grant 14.218 07/01/23 - 06/30/24 250,000 236,097
Total federal revenue 9,776,900$
Grantor/Program
March 25, 2025 Item #12 Page 495 of 578
Legal Aid Society of San Diego, Inc.
Supplementary Information
Schedule of Federal and Non-Federal Revenue (Continued)
Year Ended June 30, 2024
22
Federal
Assistance Total
Listing Grant Grant Recognized
Number Period Amount Revenue
Other Non-federal Programs
California State Bar Legal Services
Trust Fund Grant – IOLTA n/a 01/01/23 - 12/31/23 1,321,350 809,726
Trust Fund Grant – IOLTA n/a 01/01/24 - 12/31/24 2,481,770 722,676
Trust Fund Grant – Equal Access Fund (CRT) n/a 01/01/22 - 12/31/22 1,555,140 443,728
Trust Fund Grant – Equal Access Fund (CRT) n/a 01/01/23 - 12/31/23 822,990 502,416
Trust Fund Grant – Equal Access Fund (CRT) n/a 01/01/24 - 12/31/24 824,871 226,489
Trust Fund Grant – Equal Access Fund (East County Restraining Order) n/a 04/01/22 - 12/31/23 300,000 102,498
Trust Fund Grant – Equal Access Fund (East County Restraining Order) n/a 01/01/24 - 12/31/24 190,000 94,469
Trust Fund Grant – Equal Access Fund (Tenant Housing Stability Project) n/a 01/01/21 - 12/31/23 689,260 158,111
Trust Fund Grant – Equal Access Fund (Conservatorship) n/a 01/01/23 - 12/31/23 120,000 65,616
Trust Fund Grant – Equal Access Fund (Conservatorship) n/a 01/01/24 - 12/31/24 180,000 48,449
Trust Fund Grant – Equal Access Fund (Name Change) n/a 01/01/23 – 12/31/23 85,000 42,656
Trust Fund Grant – Consumer Debt Grant n/a 01/01/23 – 12/31/25 1,200,000 375,725
Trust Fund Grant – Consumer DFPI Grant n/a 01/19/24 - 12/31/25 400,000 26,299
County of San Diego
CCHEA n/a 07/01/23 - 06/30/24 1,287,783 1,287,783
DSSI & Clubhouse (MHSA)n/a 07/01/23 - 06/30/24 1,525,446 1,522,446
Judicial Council of California, Administrative Office of the Courts n/a 02/01/23 - 09/30/23 3,033,131 548,662
Judicial Council of California, Administrative Office of the Courts n/a 10/01/23 - 09/30/24 2,533,287 2,161,908
Department of Managed Health Care n/a 01/01/23 - 12/31/23 616,667 345,388
Department of Managed Health Care n/a 01/01/24 - 12/31/24 616,667 206,712
Department of Housing and Community Development n/a 03/01/21 – 03/31/24 1,047,000 47,878
Department of Health Care Services – Medi-Cal Ombudsperson Program n/a 01/01/23 - 12/31/25 6,000,000 1,915,000
Covered California n/a 07/01/23 - 06/30/24 825,000 825,000
State of California – Health and Human Services Department of Social Services n/a 01/01/22 - 12/31/23 345,080 45,074
State of California – Health and Human Services Department of Social Services n/a 07/01/23 - 06/30/25 231,935 114,225
American College of Bankruptcy n/a 01/01/24 - 12/31/24 15,000 15,000
The California Endowment n/a 03/01/23 - 02/29/24 300,000 -
The California Endowment n/a 12/01/23 - 11/30/25 125,000 125,000
San Diego Foundation n/a 07/01/23 - 06/30/24 250,000 250,000
Kaiser Permanente Grant#155286 “Predetermination”n/a 08/01/23 - 07/31/24 90,000 90,000
Kaiser Permanente Grant #154917 “Transitional Care”n/a 09/01/23 - 08/31/24 122,570 50,447
Kaiser Permanente Grant#185405 TGI Access Project n/a 12/01/22 - 11/30/23 75,000 51,545
Kaiser Permanente Grant#142087 TGI Access Project n/a 12/01/22 - 11/30/23 60,000 29,567
Kaiser Permanente LASD Support Project#142064 n/a 12/01/22 - 11/30/23 40,000 20,219
Community Congregational Development Corporation n/a 07/18/22 - 07/18/23 160,000 54,919
South Bay Community Services – Cal OES n/a 01/01/23 - 12/31/23 149,000 76,135
Superior Court of California, County of San Diego – Self-Help Clinic Services for CARE Act n/a 10/01/23 - 06/30/25 990,326 314,515
San Diego 211 n/a 01/01/24 - 06/30/24 90,000 90,000
Childrens Partnership n/a 03/01/24 - 11/30/24 400,000 320,000
Equal Justice Works n/a 09/01/22 - 08/30/24 114,000 57,100
California Coverage & Health Initiatives n/a 07/01/22 - 06/30/24 3,000,000 1,708,773
CAP Coordination n/a 01/01/24 - 12/31/24 57,250 57,250
San Diego Housing Commision Eviction Prevention Program Services n/a 07/01/23 - 06/30/24 3,000,000 2,637,184
San Diego Superior Court
Conservatorship Services n/a 01/01/23 - 12/31/23 56,500 28,250
Conservatorship Services n/a 01/01/24 - 12/31/24 56,500 28,250
Hall of Justice – UD Clinic n/a 01/01/23 - 12/31/23 63,320 32,660
Hall of Justice – UD Clinic n/a 01/01/24 - 12/31/24 63,320 32,660
DV Afternoon Clinic n/a 01/01/23 - 12/31/23 115,982 57,991
DV Afternoon Clinic n/a 01/01/24 - 12/31/24 115,982 57,991
US Bank – SD Eviction & Prevention Collaborative n/a 09/01/23 - 08/31/24 15,000 15,000
Price Foundation n/a 03/01/24 - 02/28/25 25,000 25,000
Care Court Planning n/a 01/01/23 -1 2/31/23 13,889 7,204
Catholic Charities, Diocese of San Diego n/a 07/01/23 - 06/30/24 11,667 4,956
California Change Lawyers n/a 07/01/23 - 06/30/24 13,037 13,037
Foundation Income
San Diego County Bar Foundation-Conservatorship Clinic n/a 01/01/24 - 12/31/24 12,500 11,266
Scripps Foundation n/a 07/01/23 - 06/30/24 120,000 120,000
Gary and Mary West Foundation n/a 02/01/23 - 01/31/24 192,500 127,152
Gary and Mary West Foundation n/a 02/01/24 - 01/31/25 192,500 78,214
Total other non-federal programs 19,226,219
Total federal and non-federal revenue 29,003,119$
Grantor/Program
March 25, 2025 Item #12 Page 496 of 578
Le
g
a
l
A
i
d
S
o
c
i
e
t
y
o
f
S
a
n
D
i
e
g
o
,
I
n
c
.
23
Su
p
p
l
e
m
e
n
t
a
r
y
I
n
f
o
r
m
a
t
i
o
n
St
a
t
e
m
e
n
t
o
f
R
e
v
e
n
u
e
s
,
E
x
p
e
n
s
e
s
,
a
n
d
C
h
a
n
g
e
s
i
n
N
e
t
A
s
s
e
t
s
Ye
a
r
E
n
d
e
d
J
u
n
e
3
0
,
2
0
2
4
(W
i
t
h
S
u
m
m
a
r
i
z
e
d
F
i
n
a
n
c
i
a
l
I
n
f
o
r
m
a
t
i
o
n
f
o
r
t
h
e
Y
e
a
r
E
n
d
e
d
J
u
n
e
3
0
,
2
0
2
3
)
SU
P
P
O
R
T
A
N
D
R
E
V
E
N
U
E
Gr
a
n
t
s
a
n
d
s
e
r
v
i
c
e
c
o
n
t
r
a
c
t
s
2
,
8
6
7
,
5
9
6
$
8
1
2
,
1
2
6
$
1
,
5
3
2
,
4
0
2
$
4
2
5
,
0
0
0
$
2
,
7
1
0
,
5
7
0
$
-
$
2
0
,
5
7
2
,
3
9
8
$
8
3
,
0
2
7
$
2
9
,
0
0
3
,
1
1
9
$
2
6
,
1
9
1
,
2
7
9
$
Co
n
t
r
i
b
u
t
i
o
n
s
,
i
n
-
k
i
n
d
s
e
r
v
i
c
e
s
2
1
4
,
3
1
5
-
-
3
,
2
5
0
-
-
8
3
8
,
6
7
6
-
1
,
0
5
6
,
2
4
1
8
2
9
,
3
9
5
Co
n
t
r
i
b
u
t
i
o
n
s
-
-
-
-
-
-
2
4
9
,
5
7
3
-
2
4
9
,
5
7
3
5
6
1
,
0
4
7
Ot
h
e
r
r
e
v
e
n
u
e
2
4
7
-
-
-
3
2
-
1
7
3
,
4
8
7
-
1
7
3
,
7
6
6
1
6
2
,
3
7
1
Att
o
r
n
e
y
f
e
e
s
4
8
,
7
9
4
-
1
0
5
1
1
,
1
2
6
-
-
6
4
,
2
4
1
-
1
2
4
,
2
6
6
2
3
8
,
7
1
6
In
t
e
r
e
s
t
1
2
6
,
6
4
4
-
-
-
-
-
1
6
1
,
6
4
5
-
2
8
8
,
2
8
9
4
2
,
9
0
6
To
t
a
l
s
u
p
p
o
r
t
a
n
d
r
e
v
e
n
u
e
3
,
2
5
7
,
5
9
6
8
1
2
,
1
2
6
1
,
5
3
2
,
5
0
7
4
3
9
,
3
7
6
2
,
7
1
0
,
6
0
2
-
2
2
,
0
6
0
,
0
2
0
8
3
,
0
2
7
3
0
,
8
9
5
,
2
5
4
2
8
,
0
2
5
,
7
1
4
EX
P
E
N
S
E
S
A
N
D
L
O
S
S
E
S
Att
o
r
n
e
y
s
’
s
a
l
a
r
i
e
s
1
,
2
6
8
,
6
7
3
3
3
9
,
9
1
7
1
5
2
,
1
5
7
1
9
7
,
9
1
7
1
,
4
4
9
,
2
9
3
-
4
,
2
8
3
,
3
3
9
1
6
,
7
9
0
7
,
7
0
8
,
0
8
6
7
,
9
3
3
,
6
6
2
No
n
-
a
t
t
o
r
n
e
y
s
a
l
a
r
i
e
s
7
8
4
,
8
3
2
2
5
8
,
7
6
9
8
4
5
,
4
6
1
9
8
,
8
7
0
2
3
3
,
9
4
1
-
5
,
1
8
3
,
3
8
9
1
5
,
6
5
5
7
,
4
2
0
,
9
1
7
6
,
6
6
9
,
4
5
6
Co
n
t
ra
c
t
ed
s
er
v
i
c
e
s
19
3
,
0
4
1
23
,
6
6
2
57
,
5
6
1
15
,
3
2
0
73
,
7
7
9
-
5,
1
6
1
,
6
6
8
27
0
,
5
9
6
5,7
9
5
,
6
2
7
5,
1
8
1
,
2
3
8
Em
p
l
o
y
e
e
b
e
n
e
f
i
t
s
54
4
,
4
4
5
15
8
,
0
4
7
35
0
,
9
9
3
72
,
0
5
1
37
2
,
6
1
8
-
2,
8
2
2
,
7
6
7
8,
8
5
9
4,3
2
9
,
7
8
0
3,
8
5
3
,
4
9
9
Do
n
a
t
e
d
s
e
r
v
i
c
e
s
21
4
,
3
1
5
-
-
3,
2
5
0
-
-
83
8
,
6
7
6
-
1,0
5
6
,
2
4
1
82
9
,
3
9
5
Ot
h
e
r
25
,
5
4
6
88
6
6,
6
6
8
6,
5
3
8
30
,
8
4
1
-
99
8
,
5
1
1
1,
6
2
6
1,0
7
0
,
6
1
6
45
5
,
0
9
1
Sp
a
c
e
a
n
d
o
c
c
u
p
a
n
c
y
32
,
1
4
8
8,
9
2
0
31
,
3
8
3
11
,
7
2
2
30
,
7
5
9
-
24
9
,
4
1
9
1,
3
0
8
36
5
,
6
5
9
36
3
,
0
2
0
Te
l
e
p
h
o
n
e
37
,
6
9
6
8,
8
0
1
22
,
6
9
6
6,
2
6
5
25
,
8
2
9
-
20
2
,
3
6
3
1,
5
8
9
30
5
,
2
3
9
29
9
,
8
0
0
Of
f
i
c
e
e
x
p
e
n
s
e
48
,
3
5
8
2,
5
3
6
9,
1
6
3
2,
2
3
7
33
,
9
9
6
-
12
2
,
5
6
2
15
1
21
9
,
0
0
3
23
3
,
2
9
3
De
p
r
e
c
i
a
t
i
o
n
-
-
-
-
-
18
2
,
6
8
3
-
-
18
2
,
6
8
3
18
3
,
8
5
1
Tr
a
v
e
l
a
n
d
t
r
a
i
n
i
n
g
47
,
4
3
1
3,
8
2
5
2,
9
2
3
3,
8
9
2
4,
1
7
2
-
89
,
2
6
6
4,
9
9
0
15
6
,
4
9
9
13
9
,
3
7
4
Lit
i
g
a
t
i
o
n
c
o
s
t
s
9,8
4
9
36
-
9,
2
7
1
36
,
4
1
5
-
98
,
3
7
4
-
15
3
,
9
4
5
16
7
,
0
0
6
Eq
u
i
p
m
e
n
t
–
m
i
n
o
r
r
e
n
t
a
l
a
n
d
r
e
p
a
i
r
7,2
0
4
1,
0
9
5
15
,
3
2
8
84
8
13
,
9
1
8
-
65
,
1
5
6
11
1
10
3
,
6
6
0
13
6
,
1
6
2
Au
d
i
t
a
n
d
t
a
x
e
s
18
,
3
4
4
1,
1
4
9
7,
5
2
0
2,
2
2
3
14
,
0
7
7
-
86
,
7
9
1
72
0
13
0
,
8
2
4
11
4
,
9
3
2
Lib
r
a
r
y
16
,
0
5
1
2,
1
3
5
1,
8
3
9
1,
2
9
1
6,
9
4
9
-
46
,
4
2
5
91
2
75
,
6
0
2
76
,
8
8
8
In
s
u
r
a
n
c
e
9,6
6
3
2,
3
4
8
3,
8
8
7
1,
4
8
0
7,
8
4
3
-
49
,
0
6
1
19
8
74
,
4
8
0
67
,
4
9
3
In
t
e
r
e
s
t
-
-
91
1
-
1,
1
1
0
-
28
,
1
7
9
33
3
30
,
5
3
3
44
,
1
7
1
To
t
a
l
e
x
p
e
n
s
e
s
3,
2
5
7
,
5
9
6
81
2
,
1
2
6
1,5
0
8
,
4
9
0
43
3
,
1
7
5
2,
3
3
5
,
5
4
0
18
2
,
6
8
3
20
,
3
2
5
,
9
4
6
32
3
,
8
3
8
29
,
1
7
9
,
3
9
4
26
,
7
4
8
,
3
3
1
CH
A
N
G
E
I
N
N
E
T
A
S
S
E
T
S
-
-
24
,
0
1
7
6,
2
0
1
37
5
,
0
6
2
(1
8
2
,
6
8
3
)
1,
7
3
4
,
0
7
4
(2
4
0
,
8
1
1
)
1,7
1
5
,
8
6
0
1,
2
7
7
,
3
8
3
NE
T
A
S
S
E
T
S
,
B
E
G
I
N
N
I
N
G
O
F
Y
E
A
R
-
-
(7
4
,
4
5
0
)
59
,
4
7
5
1,
0
0
0
,
3
9
0
3,
5
3
9
,
3
5
5
3,
8
7
4
,
4
1
4
38
7
,
0
1
1
8,7
8
6
,
1
9
5
7,
5
0
8
,
8
1
2
Bu
i
l
d
i
n
g
i
m
p
r
o
v
e
m
e
n
t
s
a
c
q
u
i
r
e
d
-
-
-
-
-
-
-
-
-
-
Eq
u
i
t
a
b
l
e
R
e
a
l
E
s
t
a
t
e
-
-
(1
7
,
6
5
8
)
-
(3
2
,
4
2
4
)
39
6
,
4
3
7
(3
3
8
,
1
7
4
)
(8
,
1
8
1
)
-
-
De
b
t
p
a
y
m
e
n
t
s
-
-
-
-
-
-
-
-
-
-
NE
T
A
S
S
E
T
S
,
E
N
D
O
F
Y
E
A
R
-
$
-
$
(6
8
,
0
9
1
)
$
65
,
6
7
6
$
1,
3
4
3
,
0
2
8
$
3,
7
5
3
,
1
0
9
$
5,
2
7
0
,
3
1
4
$
13
8
,
0
1
9
$
10
,
5
0
2
,
0
5
5
$
8,
7
8
6
,
1
9
5
$
L
e
g
a
l
S
e
r
v
i
c
e
s
Co
r
p
o
r
a
t
i
o
n
Ba
s
i
c
F
i
e
l
d
L
e
g
a
l
S
e
r
v
i
c
e
s
Co
r
p
o
r
a
t
i
o
n
Ex
c
e
s
s
F
u
n
d
Ba
l
a
n
c
e
C
a
l
i
f
o
r
n
i
a
S
t
a
t
e
Ba
r
L
e
g
a
l
Se
r
v
i
c
e
s
F
u
n
d
Gr
a
n
t
H
U
D
F
a
i
r
Ho
u
s
i
n
g
a
n
d
Eq
u
a
l
Op
p
o
r
t
u
n
i
t
y
P
r
o
p
e
r
t
y
a
n
d
Eq
u
i
p
m
e
n
t
O
t
h
e
r
W
i
t
h
o
u
t
Do
n
o
r
R
e
s
t
r
i
c
t
i
o
n
s
W
i
t
h
D
o
n
o
r
Re
s
t
r
i
c
t
i
o
n
s
2
0
2
4
T
o
t
a
l
2
0
2
3
T
o
t
a
l
J
u
d
i
c
i
a
l
C
o
u
n
c
i
l
of
C
a
l
i
f
o
r
n
i
a
Ad
m
i
n
i
s
t
r
a
t
i
v
e
Of
f
i
c
e
o
f
t
h
e
Co
u
r
t
s
March 25, 2025 Item #12 Page 497 of 578
Legal Aid Society of San Diego, Inc.
24
Supplementary Information
Schedule of Private Attorney Involvement Revenues and Expenses Legal
Services Corporation Grant
Year Ended June 30, 2024
Revenue 1,233,154$
Expenses
Attorneys’ salaries 585,604$
Other salaries 206,380
Payroll taxes and fringe benefits 201,378
Contracted services 133,259
Office expense 39,622
Other 18,642
Telephone 16,703
Travel and training 13,020
Space and occupancy 11,033
Insurance 4,300
Audit and tax 1,978
Equipment rental and repair 1,235
Total expenses 1,233,154$
Supplemental Disclosure
The Legal Services Corporation (LSC) regulations require that Legal Aid Society of San Diego, Inc. (the
Society) devote at least 12.5% of its LSC Basic Field Award in involving private attorneys in the provision
of legal services to the indigent. During the year ended June 30, 2024, the Society expensed
approximately 33% of its LSC Basic Field Award for private attorney involvement.
March 25, 2025 Item #12 Page 498 of 578
25
Report of Independent Auditors on Internal Control Over
Financial Reporting and on Compliance and Other Matters
Based on an Audit of Financial Statements Performed in
Accordance with Government Auditing Standards
The Board of Directors
Legal Aid Society of San Diego, Inc.
We have audited, in accordance with the auditing standards generally accepted in the United States
of America and the standards applicable to financial audits contained in Government Auditing
Standards issued by the Comptroller General of the United States, the financial statements of Legal
Aid Society of San Diego, Inc., which comprise the statement of financial position as of June 30,
2024, and the related statements of activities, functional expenses, and cash flows for the year then
ended, and the related noted to the financial statements, and have issued our report thereon dated
November 27, 2024.
Report on Internal Control Over Financial Reporting
In planning and performing our audit of the financial statements, we considered Legal Aid Society of
San Diego, Inc.’s internal control over financial reporting (internal control) as a basis for designing
audit procedures that are appropriate in the circumstances for the purpose of expressing our opinion
on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of
Legal Aid Society of San Diego, Inc.’s internal control. Accordingly, we do not express an opinion on
the effectiveness of Legal Aid Society of San Diego, Inc.’s internal control.
A deficiency in internal control exists when the design or operation of a control does not allow
management or employees, in the normal course of performing their assigned functions, to prevent,
or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a
combination of deficiencies, in internal control such that there is a reasonable possibility that a
material misstatement of the entity’s financial statements will not be prevented, or detected and
corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies,
in internal control that is less severe than a material weakness, yet important enough to merit
attention by those charged with governance.
Our consideration of internal control was for the limited purpose described in the first paragraph of
this section and was not designed to identify all deficiencies in internal control that might be material
weaknesses or significant deficiencies. Given these limitations, during our audit, we did not identify
any deficiencies in internal control that we consider to be material weaknesses. However, material
weaknesses or significant deficiencies may exist that were not identified.
March 25, 2025 Item #12 Page 499 of 578
26
Report on Compliance and Other Matters
As part of obtaining reasonable assurance about whether Legal Aid Society of San Diego, Inc.’s
financial statements are free from material misstatement, we performed tests of its compliance with
certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which
could have a direct and material effect on the financial statements. However, providing an opinion on
compliance with those provisions was not an objective of our audit, and, accordingly, we do not
express such an opinion. The results of our tests disclosed no instances of noncompliance or other
matters that are required to be reported under Government Auditing Standards.
Purpose of this Report
The purpose of this report is solely to describe the scope of our testing of internal control and
compliance and the results of that testing and not to provide an opinion on the effectiveness of the
entity’s internal control or on compliance. This report is an integral part of an audit performed in
accordance with Government Auditing Standards in considering the entity’s internal control and
compliance. Accordingly, this communication is not suitable for any other purpose.
San Diego, California
November 27, 2024
March 25, 2025 Item #12 Page 500 of 578
27
Report of Independent Auditors on Compliance for Each
Major Federal Program and Report on Internal Control Over
Compliance Required by the Uniform Guidance
The Board of Directors
Legal Aid Society of San Diego, Inc.
Report on Compliance for Each Major Federal Program
Opinion on Each Major Federal Program
We have audited Legal Aid Society of San Diego, Inc.’s compliance with the types of compliance
requirements identified as subject to audit in the OMB Compliance Supplement that could have a
direct and material effect on each of Legal Aid Society of San Diego, Inc.’s major federal programs for
the year ended June 30, 2024. Legal Aid Society of San Diego, Inc.’s major federal programs are
identified in the summary of auditor’s results section of the accompanying schedule of findings and
questioned costs.
In our opinion, Legal Aid Society of San Diego, Inc. complied, in all material respects, with the
compliance requirements referred to above that could have a direct and material effect on each of its
major federal programs for the year ended June 30, 2024.
Basis for Opinion on Each Major Federal Program
We conducted our audit of compliance in accordance with auditing standards generally accepted in
the United States of America (U.S. GAAS); the standards applicable to financial audits contained in
Government Auditing Standards issued by the Comptroller General of the United States (Government
Auditing Standards); and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200,
Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards
(Uniform Guidance). Our responsibilities under those standards and the Uniform Guidance are further
described in the Auditor’s Responsibilities for the Audit of Compliance section of our report.
We are required to be independent of Legal Aid Society of San Diego, Inc. and to meet our other
ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We
believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for
our opinion on compliance for each major federal program. Our audit does not provide a legal
determination of Legal Aid Society of San Diego, Inc.’s compliance with the compliance requirements
referred to above.
Responsibilities of Management for Compliance
Management is responsible for compliance with the requirements referred to above and for the
design, implementation, and maintenance of effective internal control over compliance with the
requirements of laws, statutes, regulations, rules, and provisions of contracts or grant agreements
applicable to Legal Aid Society of San Diego, Inc.’s federal programs.
March 25, 2025 Item #12 Page 501 of 578
28
Auditor’s Responsibilities for the Audit of Compliance
Our objectives are to obtain reasonable assurance about whether material noncompliance with the
compliance requirements referred to above occurred, whether due to fraud or error, and express an
opinion on Legal Aid Society of San Diego, Inc.’s compliance based on our audit. Reasonable
assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee
that an audit conducted in accordance with U.S. GAAS, Government Auditing Standards, and the
Uniform Guidance will always detect material noncompliance when it exists. The risk of not detecting
material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may
involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal
control. Noncompliance with the compliance requirements referred to above is considered material, if
there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment
made by a reasonable user of the report on compliance about Legal Aid Society of San Diego, Inc.’s
compliance with the requirements of each major federal program as a whole.
In performing an audit in accordance with U.S. GAAS, Government Auditing Standards, and the
Uniform Guidance, we:
Exercise professional judgment and maintain professional skepticism throughout the audit.
Identify and assess the risks of material noncompliance, whether due to fraud or error, and
design and perform audit procedures responsive to those risks. Such procedures include
examining, on a test basis, evidence regarding Legal Aid Society of San Diego, Inc.’s compliance
with the compliance requirements referred to above and performing such other procedures as we
considered necessary in the circumstances.
Obtain an understanding of Legal Aid Society of San Diego, Inc.’s internal control over
compliance relevant to the audit in order to design audit procedures that are appropriate in the
circumstances and to test and report on internal control over compliance in accordance with the
Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of Legal
Aid Society of San Diego, Inc.’s internal control over compliance. Accordingly, no such opinion is
expressed.
We are required to communicate with those charged with governance regarding, among other
matters, the planned scope and timing of the audit and any significant deficiencies and material
weaknesses in internal control over compliance that we identified during the audit.
Report on Internal Control Over Compliance
A deficiency in internal control over compliance exists when the design or operation of a control over
compliance does not allow management or employees, in the normal course of performing their
assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance
requirement of a federal program on a timely basis. A material weakness in internal control over
compliance is a deficiency, or a combination of deficiencies, in internal control over compliance such
that there is a reasonable possibility that material noncompliance with a type of compliance
requirement of a federal program will not be prevented, or detected and corrected, on a timely basis.
A significant deficiency in internal control over compliance is a deficiency, or a combination of
deficiencies, in internal control over compliance with a type of compliance requirement of a federal
program that is less severe than a material weakness in internal control over compliance, yet
important enough to merit attention by those charged with governance.
March 25, 2025 Item #12 Page 502 of 578
29
Our consideration of internal control over compliance was for the limited purpose described in the
Auditor’s Responsibilities for the Audit of Compliance section above and was not designed to identify
all deficiencies in internal control over compliance that might be material weaknesses or significant
deficiencies in internal control over compliance. Given these limitations, during our audit, we did not
identify any deficiencies in internal control over compliance that we consider to be material
weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal
control over compliance may exist that were not identified.
Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal
control over compliance. Accordingly, no such opinion is expressed.
The purpose of this report on internal control over compliance is solely to describe the scope of our
testing of internal control over compliance and the results of that testing based on the requirements of
the Uniform Guidance. Accordingly, this report is not suitable for any other purpose.
San Diego, California
November 27, 2024
March 25, 2025 Item #12 Page 503 of 578
Legal Aid Society of San Diego, Inc.
30
Schedule of Findings and Questioned Costs
Year Ended June 30, 2024
Section I – Summary of Auditor’s Results
Financial Statements
Type of report the auditor issued on whether the financial
statements audited were prepared in accordance with GAAP: Unmodified
Internal control over financial reporting:
Material weakness(es) identified? Yes No
Significant deficiency(ies) identified? Yes None reported
Noncompliance material to financial statements noted? Yes No
Federal Awards
Internal control over major federal programs:
Material weakness(es) identified? Yes No
Significant deficiency(ies) identified? Yes None reported
Any audit findings disclosed that are required to be reported
in accordance with 2 CFR 200.516(a)? Yes No
Identification of Each Major Federal Program and type of auditor’s report issued on compliance
for each major federal program.
Assistance Listing
Number Name of Federal Programs or Cluster
Type of auditor’s report issued on
compliance for each major federal
program:
9.80525 Legal Services Corporation Basic Field
Award and Technology Initiative Grant
Unmodified
21.027 COVID-19 – Coronavirus State and
Local Fiscal Recovery Funds
Unmodified
Dollar threshold used to distinguish between Type A and Type B programs: $750,000
Auditee qualified as low-risk auditee? Yes No
Section II – Financial Statement Findings
None reported.
Section III – Federal Award Findings and Questioned Costs
None reported.
March 25, 2025 Item #12 Page 504 of 578
March 25, 2025 Item #12 Page 505 of 578
Housing and Homeless Services Department
1200 Carlsbad Village Drive Carlsbad, CA 92008 760-434-2810 t
EXECUTIVE SUMMARY
ORGANIZATION: Legal Aid Society of San Diego
1. Please describe how your organization will be using the requested funds.
LASSD’s Fair Housing Team is comprised of highly skilled attorneys, advocates,
investigators, and testing coordinators with fair housing expertise. We will use the funds
to ensure that meritorious fair housing claims are investigated and the appropriate
enforcement path is chosen when necessary. All deliverables will be accomplished
between July 1, 2025, and June 30, 2026.
LASSD will investigate alleged violations of federal, state, and local discrimination laws
using standard fair housing investigative methodology. After there has been a
determination that a claim is meritorious, LASSD will gather facts, witnesses, documents,
and develop respondent profiles. Investigation may include surveys and interviews of in-
place tenants, interviews of past tenants, and testing. LASSD will provide information and
in-house referrals to other LASSD teams on non-fair housing landlord-tenant issues.
After a case is accepted for enforcement, LASSD will explain all enforcement options to
the client and help determine which is best for their situation, which may include
conciliation, administrative proceedings, and/or litigation.
Additionally, a key aspect of the fair housing program is comprehensive outreach and
education to the public regarding fair housing protections and obligations. LASSD will use
the funds to support and expand outreach efforts to provide high quality fair housing
education to the Carlsbad community, including tenants, homeowners, housing
providers, community organizations, and City staff.
Finally, the fair housing team administers an expansive fair housing testing program to
identify otherwise undetected instances of discrimination. LASSD’s testing coordinators
have significant training and expertise, and maintain updated testing methodologies for
implementation of a high-quality testing program.
LASSD’s comprehensive fair housing services will increase and preserve affordable
housing opportunities for low- and moderate-income households by helping residents
overcome barriers to housing. LASSD’s project will also prevent and reduce homelessness
by ensuring that residents are not denied housing or removed from their existing housing
in violation of fair housing laws, such as a landlord’s refusal to grant a reasonable
accommodation that would allow a person with a disability to remain in their home.
The key staff responsible for this project are Janeth Castaneda, Testing Coordinator;
Fabiola Bautista, Advocate; and Gauri Applegate, Lead Attorney. Additionally, Managing
March 25, 2025 Item #12 Page 506 of 578
Attorney, Amalea Romero, will provide oversight of the project and serve as the point of
contact for the City.
2. Attach a budget showing the specific line-item breakdown on how you arrived at the
funding request.
Please see attached.
3. Describe how your organization will be able to advance your program if you do not
receive the entire funding request. What is your funding threshold before you can no
longer provide the intended services or supplies you are seeking?
LASSD requests $27,968 for this project. If we do not receive the entire funding request it
will not be possible to provide all of the current fair housing services we provide in
Carlsbad. If we do not receive the entire funding request it may also jeopardize our other
North County Fair Housing contracts, since LASSD leverages these funds to staff our fair
housing team.
4. Does your organization charge a fee for accessing your services or supplies? If so, please
describe the rational for this fee.
No.
5. Will the funding of this program with a CDBG grant allow you to receive a matching grant
from another organization? If so, where would those funds come from and how much
would that grant be in dollars?
Not applicable.
6. If your funding is approved, how many Carlsbad residents will you be able to assist?
LASSD is on track to assist over 146 Carlsbad residents this fiscal year and expects that
demand for fair housing services will only increase with rising cost of living. LASSD
anticipates assisting 146 Carlsbad residents in the upcoming grant year if we receive the
entire funding request.
March 25, 2025 Item #12 Page 507 of 578
CDBG
Carlsbad
$ 27,968.00
Carlsbad
Personnel
Janeth Castaneda 14,946
Anicia Frazier 2,408
Benefits 5,497
Total Personnel 22,851
SDRAFFH 500.00
Tests 400.00
TotalOperating 900.00
Indirect Cost 4,217
Total Cost $ 27,968
March 25, 2025 Item #12 Page 508 of 578
TH
E
L
E
G
A
L
A
I
D
S
O
C
I
E
T
Y
O
F
S
A
N
D
I
E
G
O
Bo
a
r
d
o
f
D
i
r
e
c
t
o
r
s
CE
O
/
E
x
e
c
u
t
i
v
e
Di
r
e
c
t
o
r
HR
D
i
r
e
c
t
o
r
HR
Sp
e
c
i
a
l
i
s
t
HR
As
s
i
s
t
a
n
t
Se
n
i
o
r
Ex
e
c
u
t
i
v
e
As
s
i
s
t
a
n
t
Ex
e
c
u
t
i
v
e
As
s
i
s
t
a
n
t
Se
n
i
o
r
Ad
m
i
n
i
s
t
r
a
t
i
v
e
As
s
i
s
t
a
n
t
De
v
e
l
o
p
m
e
n
t D
i
r
e
c
t
o
r
De
v
e
l
o
p
m
e
n
t
As
s
i
s
t
a
n
t
Ou
t
r
e
a
c
h
&
Co
m
m
Re
l
a
t
i
o
n
s
Ma
n
a
g
e
r
Qu
a
l
i
t
y
As
s
u
r
a
n
c
e
Co
o
r
d
i
n
a
t
o
r
Gra
n
t
s
Ma
n
a
g
e
r
Gra
n
t
s
As
s
i
s
t
a
n
t
De
p
u
t
y
Dir
e
c
t
o
r
s
Ho
u
s
i
n
g
Ju
s
t
i
c
e
Co
l
l
a
b
o
r
a
t
i
v
e
Co
o
r
d
i
n
a
t
o
r
Ho
u
s
i
n
g
Ma
n
a
g
i
n
g
At
t
o
r
n
e
y
Su
p
e
r
v
i
s
i
n
g
At
t
o
r
n
e
y
s
Le
a
d
At
t
o
r
n
e
y
St
a
f
f
At
t
o
r
n
e
y
s
Ad
m
i
n
i
s
t
r
a
t
i
ve
H
e
a
r
i
n
g
Ad
v
o
c
a
t
e
Le
a
d
Ad
v
o
c
a
t
e
s
Ad
v
o
c
a
t
e
s
Le
g
a
l
Se
c
r
e
t
a
r
i
e
s
In
t
a
k
e
Ma
n
a
g
i
n
g
Att
o
r
n
e
y
St
a
f
f
Att
o
r
n
e
y
Se
n
i
o
r
Ad
v
o
c
a
t
e
Le
a
d
Ad
v
o
c
a
t
e
Ad
v
o
c
a
t
e
s
Co
m
m
u
n
i
t
y
Re
s
p
o
n
s
e
Ma
n
a
g
i
n
g
Att
o
r
n
e
y
As
s
i
s
t
a
n
t
Pr
o
g
r
a
m
Ma
n
a
g
e
r
Le
a
d
I
n
t
a
k
e
Sp
e
c
i
a
l
i
s
t
s
In
t
a
k
e
Sp
e
c
i
a
l
i
s
t
s
Fa
i
r
H
o
u
s
i
n
g
Ma
n
a
g
i
n
g
At
t
o
r
n
e
y
Su
p
e
r
v
i
s
i
n
g
At
t
o
r
n
e
y
s
Le
a
d
Att
o
r
n
e
y
St
a
f
f
At
t
o
r
n
e
y
s
Te
s
t
i
n
g
Co
o
r
d
i
n
a
t
o
r
s
Ad
v
o
c
a
t
e
s
In
v
e
s
t
i
g
a
t
o
r
Ad
m
i
n
As
s
i
s
t
a
n
t
Sh
r
i
v
e
r
H
o
u
s
i
n
g
Ma
n
a
g
i
n
g
At
t
o
r
n
e
y
Su
p
e
r
v
i
s
i
n
g
Att
o
r
n
e
y
s
St
a
f
f
At
t
o
r
n
e
y
s
Ad
v
o
c
a
t
e
s
In
v
e
s
t
i
g
a
t
o
r
Le
g
a
l
Se
c
r
e
t
a
r
i
e
s
Pro
B
o
n
o
Ma
n
a
g
i
n
g
Att
o
r
n
e
y
Su
p
e
r
v
i
s
i
n
g
At
t
o
r
n
e
y
s
Le
a
d
Att
o
r
n
e
y
St
a
f
f
At
t
o
r
n
e
y
s
Ad
v
o
c
a
t
e
s
Le
a
d
A
d
m
i
n
As
s
i
s
t
a
n
t
Ad
m
i
n
As
s
i
s
t
a
n
t
In
c
o
m
e
Ma
i
n
t
e
n
a
n
c
e
Su
p
e
r
v
i
s
i
n
g
Att
o
r
n
e
y
Ad
m
i
n
i
s
t
r
a
t
i
v
e
He
a
r
i
n
g
Ad
v
o
c
a
t
e
Ed
u
c
a
t
i
o
n
Rig
h
t
s
Ma
n
a
g
i
n
g
Att
o
r
n
e
y
Le
a
d
Att
o
r
n
e
y
Ad
v
o
c
a
t
e
Fa
m
i
l
y
L
a
w
Ma
n
a
g
i
n
g
Att
o
r
n
e
y
Su
p
e
r
v
i
s
i
n
g
Att
o
r
n
e
y
Le
a
d
At
t
o
r
n
e
y
s
St
a
f
f
At
t
o
r
n
e
y
s
Se
n
i
o
r
Ad
v
o
c
a
t
e
Ad
v
o
c
a
t
e
s
Le
g
a
l
Se
c
r
e
t
a
r
y
SS
I
M
a
n
a
g
i
n
g
Att
o
r
n
e
y
Su
p
e
r
v
i
s
i
n
g
Att
o
r
n
e
y
As
s
i
s
t
a
n
t
Pr
o
g
r
a
m
Ma
n
a
g
e
r
St
a
f
f
At
t
o
r
n
e
y
s
Se
n
i
o
r
Ad
v
o
c
a
t
e
Ad
v
o
c
a
t
e
s
Ad
m
i
n
As
s
i
s
t
a
n
t
s
Im
m
i
g
r
a
t
i
o
n
Ma
n
a
g
i
n
g
At
t
o
r
n
e
y
Le
a
d
At
t
o
r
n
e
y
St
a
f
f
Att
o
r
n
e
y
DO
J
Ac
c
r
e
d
i
t
e
d
Re
p
r
e
s
e
n
t
a
t
i
v
e
Co
n
s
u
m
e
r
Pro
t
e
c
t
i
o
n
Ma
n
a
g
i
n
g
Att
o
r
n
e
y
Su
p
e
r
v
i
s
i
n
g
At
t
o
r
n
e
y
s
Le
a
d
Att
o
r
n
e
y
St
a
f
f
At
t
o
r
n
e
y
s
Ad
v
o
c
a
t
e
s
Le
g
a
l
Se
c
r
e
t
a
r
y
Ta
x
p
a
y
e
r
Rig
h
t
s
Ma
n
a
g
i
n
g
At
t
o
r
n
e
y
Le
a
d
At
t
o
r
n
e
y
Le
a
d
Ad
v
o
c
a
t
e
Ad
v
o
c
a
t
e
CC
H
E
A
Ma
n
a
g
i
n
g
At
t
o
r
n
e
y
Su
p
e
r
v
i
s
i
n
g
At
t
o
r
n
e
y
Sta
f
f
Att
o
r
n
e
y
s
Pr
o
g
r
a
m
Co
o
r
d
i
n
a
t
o
r
Se
n
i
o
r
Ad
v
o
c
a
t
e
s
Ad
v
o
c
a
t
e
s
Ad
m
i
n
As
s
i
s
t
a
n
t
Dir
e
c
t
o
r
o
f
Po
l
i
c
y
,
T
r
a
i
n
i
n
g
/H
C
A
Co
o
r
d
i
n
a
t
o
r
Ca
s
e
Ma
n
a
g
e
m
e
n
t
Pr
o
g
r
a
m
Ma
n
a
g
e
r
Su
p
e
r
v
i
s
i
n
g
Ca
s
e
Ma
n
a
g
e
r
Le
a
d
C
a
s
e
Ma
n
a
g
e
r
s
Ca
s
e
Ma
n
a
g
e
r
s
Of
f
i
c
e
Ma
n
a
g
e
r
Le
g
a
l
Se
c
r
e
t
a
r
i
e
s
Ch
i
e
f
F
i
s
c
a
l
Of
f
i
c
e
r
Co
n
t
r
o
l
l
e
r
Ac
c
o
u
n
t
i
n
g
Su
p
e
r
v
i
s
o
r
Ac
c
o
u
n
t
a
n
t
s
Pa
y
r
o
l
l
Sp
e
c
i
a
l
i
s
t
Ac
c
o
u
n
t
s
Pa
y
a
b
l
e
Ad
m
i
n
As
s
i
s
t
a
n
t
LA
S
S
D
T
e
a
m
s
:
•
Ca
s
e
M
a
n
a
g
e
m
e
n
t
•
CC
H
E
A
(
h
e
a
l
t
h
)
•
Co
m
m
u
n
i
t
y
R
e
s
p
o
n
s
e
Te
a
m
(
C
R
T
)
•
Co
n
s
u
m
e
r
•
Ed
u
c
a
t
i
o
n
R
i
g
h
t
s
•
Fa
i
r
H
o
u
s
i
n
g
•
Fa
m
i
l
y
•
Ho
u
s
i
n
g
•
Im
m
i
g
r
a
t
i
o
n
•
In
c
o
m
e
M
a
i
n
t
e
n
a
n
c
e
•
In
t
a
k
e
•
Pr
o
B
o
n
o
P
r
o
g
r
a
m
•
Sh
r
i
v
e
r
H
o
u
s
i
n
g
•
SS
I
•
Ta
x
p
a
y
e
r
R
i
g
h
t
s
March 25, 2025 Item #12 Page 509 of 578
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
NOTICE OF FUNDING AVAILABILITY
The City of Carlsbad is pleased to announce the availability of applications for the fiscal year 2025-26
Community Development Block Grant (CDBG) program. The CDBG program is federally funded by the
Department of Housing and Urban Development and is administered by the city to provide assistance to
lower-income residents and communities. For FY 2025-26, the total CDBG award to Carlsbad for local
disbursement is estimated at $550,741 – available in the following categories:
Category Key Details Estimated Available
Public Services
• Programs assisting low-income households
• Services carried out by non-profit agencies
• Funding capped at 15% of grant
$82,611
Administration/
Fair Housing
• Subrecipient oversight
• Compliance with federal requirements
• Financial management
• Fair Housing services
• Funding capped at 20% of grant
$110,148
Affordable Housing/
Facility Improvements
• Facility improvements for non-profits
• Acquisition/rehabilitation of affordable housing $357,981
Applications Due: Jan. 17, 2025, by 5 p.m. Contact: Erin Peak
Details: housing@carlsbadca.gov Program Manager
*Email Submission Highly Encouraged* 442-339-2043
erin.peak@carlsbadca.gov
Paper copies may be delivered to:
City of Carlsbad
Housing & Homeless Services
1200 Carlsbad Village Drive
Carlsbad, CA, 92008
ESTIMATED TIMELINE
*Dates are tentative and subject to change. All public meetings and review and comment periods will
be separately publicly noticed* Notice of Funding Availability Nov. 20, 2024
Applications Due Jan. 17, 2025
Housing Commission March 2025
30-day public review/comment April 2025
City Council Public Hearing April 2025
March 25, 2025 Item #12 Page 510 of 578
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
FY 2025-26 FUNDING APPLICATION
INSTRUCTIONS
This application must be completed for each organization seeking CDBG funding from the City of Carlsbad.
All information requested must be provided or the application will be considered incomplete and will not
be further evaluated for funding consideration.
Step 1. Complete fillable application and submit prior to Jan. 17, 2025 by 5 pm.
Step 2. Include required attachments – combine into one file saved as “Applicant Name – Year – CDBG
Application Attachments.”
Board of Directors' resolution authorizing submittal of application
Board of Directors' resolution designating official(s) authorized to enter into agreements on
behalf of organization.
(Note: One resolution both authorizing submittal of applications and entering into
agreements may be substituted for the above two documents.)
Sample Intake Form
List of Board of Directors
Financial Audit Report for the most recently ending Fiscal Year
Application executive summary, including key staff, budget, and timeline.
Organizational chart
Improvement/Construction projects only if applicable: Architectural plans, scope of work, cost
estimates, property site information, as appropriate.
To be completed by Housing Services Division staff
Date Received: Local Objective:
Person Completing Review: Complete:
March 25, 2025 Item #12 Page 511 of 578
APPLICANT INFORMATION
Organization Name: Federal Unique Entity
Identification Number
Address: Contact Phone:
Contact person/title: Contact email:
Organization Type: Nonprofit For-profit Local public agency State public agency
Other (Please specify)
Please describe the mission/purpose of the organization:
Please provide the organization date of incorporation and number of years providing proposed
program/project?
Please describe the organization staff positions directly responsible for the proposed program and their
qualifications and experience:
Please indicate your agency's level of experience with the CDBG program:
No or little experience (up to 1 year of using CDBG funds)
Some experience (2 to 3 years of using CDBG funds)
Moderate experience (4 to 5 years of using CDBG funds)
Considerable experience (more than 5 years of using CDBG funds)
PROJECT/PROGRAM INFOMATION
Please provide implementation schedule for proposed project or program, including important steps
such as hiring staff, obtaining bids, acquiring property, etc. If project involves property acquisition or
construction, include plans, scope of work, cost estimates, or other applicable documents in
appendices.
March 25, 2025 Item #12 Page 512 of 578
Describe steps already completed or to be completed to initiate project. These may include community
support, staffing, securing an appropriate location, marketing and networking.
Describe the program’s timeline with dates and times, including the earliest possible start dates, end
dates and milestones, as applicable.
Describe the work to be performed, including the activities to be undertaken or the services to be
provided, and the goals and objectives of the program/project:
How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be
specific such as direct services to client’s home, transportation provided to and from facility, or relation
to public transportation.)
Does your agency focus its activities on populations with special needs? If yes, please specify
population (Homeless households, persons with disabilities, persons with substance abuse, veterans,
farmworkers, seniors, children, etc.)
Please describe how low-and-moderate income persons will benefit from the proposed
program/project.
What is the approximate percentage of your clients that have annual family incomes in each of the
following ranges: (Percentages should add to 100%)
% of clients are at 30% or below the area median income
_ % of clients are between 31% to 50% of the area median income
% of clients are between 51% to 79% of the area median income
% of clients are at 80% or above the area median income
March 25, 2025 Item #12 Page 513 of 578
Please indicate the number of clients benefiting from the proposed activity and the percentage that are
Carlsbad residents.
Persons of which % are Carlsbad residents
Does your organization charge recipients for the provided services?
No Yes (Please specify) $_______
How does your organization provide language access to recipients with less than proficient English?
How will recipients’ information be collected and documented?
How will the outcomes be measured, collected and documented?
Describe collaboration with other agencies, such as the County Continuum of Care and other non-profit
organizations and/or agencies to form a cohesive approach in serving the low income and most
vulnerable populations.
FINANCIAL INFORMATION
CDBG Grant Request: $ Total Project/Program Cost: $
Did you receive any of the following sources of funding from the City of Carlsbad within the last two
fiscal years (2022-2023 and 2023-2024) for the proposed program/project?
CDBG
Community Activity
Funding General Funds
Other (specify):
Yes
Yes
Yes
Yes
No
No
No
No
If you have received federal funds, including CDBG funds in previous years, have program violation
findings ever been made against your agency/organization? If yes, please explain nature of finding(s)
and how finding(s) has been addressed by your organization.
March 25, 2025 Item #12 Page 514 of 578
Did you receive any federal funds, including CDBG funding from other cities? If so, please describe
source, year(s), and amounts.
Source
-
-
-
Amount
$
$
$
PROPOSED BUDGET
Category/Item CDBG Request Other Sources Total
Wages/Salaries $ $ $
Personnel Benefits $ $ $
Materials and Supplies $ $ $
Rent and Utilities $ $ $
Direct Program Expenses $ $ $
Mileage $ $ $
Other: ______________________ $ $ $
TOTAL $ $ $
Please further describe “Other Sources” from previous table.
Category/Item Other Sources Describe source and whether funding is
secured or anticipated
Wages/Salaries $
Personnel Benefits $
Materials and Supplies $
Rent and Utilities $
Direct Program Expenses $
Mileage $
Other: ____________________ $
TOTAL $
If your project or program requires ongoing funding, please describe how the program or project will
continue to be funded.
Page is left intentionally blank. Please see following page for signed certification.
March 25, 2025 Item #12 Page 515 of 578
March 25, 2025 Item #12 Page 516 of 578
Board Resolution
North County LGBTQ Resource Center
Re: City of Carlsbad CDBG Application – January 2025
The North County LGBTQ Resource Center hereby resolves the following:
1. To authorize the submittal of a CDBG application to the City of Carlsbad in January
2025.
2. To authorize Executive Director, Max Disposti and Board Secretary Maria Al-Shamma to
enter into agreements on behalf of the North County LGBTQ Resource Center.
Adopted on: ____________________________________
Date
Signed: ________________________________________
Board Secretary
December 16, 2024
March 25, 2025 Item #12 Page 517 of 578
1
Biopsychosocial Assessment
Name: ________________________________ Preferred Name: ______________
Pronouns: _________________ Date of Birth: _____________ Age: ____________
Phone: ________________________________ Email: _______________________
Address: ______________________________________________________________
Disability status: _____________________ Is English your primary language? _______
Cultural identities or considerations: ________________________________________
Gender Identity (Circle): Cisgender male, Cisgender female, Transgender male,
Transgender female, Non-Binary, Gender Fluid, Intersex, Unsure/Don’t know, Other
Sexual Identity: ________________________________________________________
Race/Ethnicity: ______________________ Nationality: ______________________
Religion or faith? Active? ________________________________________________
Relationship Status (Circle):
Single, Living Together, Married, Polyamorous/Non-Monogamous, Divorced, Other
Presenting Concerns:
What brings you in to therapy? What issues do you hope to address? _____________
______________________________________________________________________
______________________________________________________________________
NC LGBTQ Resource Center 3220 Mission Ave. Suite 2 Oceanside, CA 92058
March 25, 2025 Item #12 Page 518 of 578
2
How long has this problem been affecting you? _______________________________
_____________________________________________________________________
How, and to what degree, does this affect your ability to manage in your daily life?
_____________________________________________________________________
What have you tried to solve or manage the issue(s)? __________________________
_____________________________________________________________________
Physical and Mental Health:
How would you rate your day-to-day stress level (1-10)? _________________________
Describe your physical health and any physical limitations: ______________________
______________________________________________________________________
Have you been diagnosed with any mental health disorders? _____________________
_____________________________________________________________________
What medications are you currently taking and what is the dosage of each? _________
______________________________________________________________________
Do you currently, or have you ever contemplated suicide? _______________________
______________________________________________________________________
Have you ever attempted suicide? _________________________________________
Have you ever been hospitalized for psychiatric reasons?_______________________
Have you received therapy before? If so, when and for low long? What did you like and
not like about your previous therapy experience(s)? ___________________________
_____________________________________________________________________
NC LGBTQ Resource Center 3220 Mission Ave. Suite 2 Oceanside, CA 92058
March 25, 2025 Item #12 Page 519 of 578
3
Are there any family members who have mental health conditions? ________________
_____________________________________________________________________
What are your hopes and concerns/fears regarding therapy? ____________________
____________________________________________________________________
Substance Use/Addiction:
Never In the Past Occasionally Frequently
Alcohol
Nicotine Products
Marijuana
Illegal Drugs
Misuse Prescription Drugs
Gambling, sex, pornography, shopping,
other addictions
Have you ever been in treatment for addiction? ________________________________
Is there a history of addiction in your family? If yes, please describe. _______________
_____________________________________________________________________
Does drug or alcohol use impact your ability to work, care for yourself, care for children
or family? ____________________________________________________________
Is there anything about your alcohol or drug use that you hope to address in therapy?
____________________________________________________________________
NC LGBTQ Resource Center 3220 Mission Ave. Suite 2 Oceanside, CA 92058
March 25, 2025 Item #12 Page 520 of 578
4
Family, Relationships, Social:
Who lives with you in your home? ________________________________________
__________________________________________________________________
Do you feel safe in your home? _________________________________________
Does anyone in your life push, hit, slap, grab, or throw things at you? ___________
Are you experiencing physical, sexual, emotional, or psychological abuse within your
home or anywhere else?
___________________________________________________________________
Who is in your family? __________________________________________________
_____________________________________________________________________
Who is the person/people you are closest with? ______________________________
_____________________________________________________________________
What is the level of conflict in your home? Low, moderate, high? __________________
Are there significant problems in your family now? In the past? ___________________
_____________________________________________________________________
Describe any problems you have in relationships (family, friends, romantic partners)?
______________________________________________________________________
______________________________________________________________________
Do you get along well with others (neighbors, colleagues, etc.)? ___________________
What is a strength that you bring to relationships? ______________________________
Describe any difficulties in communicating with others. _________________________
____________________________________________________________________
NC LGBTQ Resource Center 3220 Mission Ave. Suite 2 Oceanside, CA 92058
March 25, 2025 Item #12 Page 521 of 578
5
What do you like to do for fun? _____________________________________________
What are your greatest strengths? __________________________________________
Education, Work, Legal:
What is your educational background? ______________________________________
How was your educational experience? _____________________________________
Are you currently employed? FT/PT? Please describe the nature of your work. ______
_____________________________________________________________________
Are you satisfied with your job and work life? Please describe. ___________________
______________________________________________________________________
Have you ever, or do you currently, serve in the military? _______________________
Are you involved in any legal action or proceedings? ___________________________
Do you have any concerns about potential legal situations (ie deportation, arrest,
probation, etc.)? _______________________________________________________
Trauma History:
Have you ever witnessed or experienced a traumatic event (any time that you have
been in a situation that is either dangerous, painful, or overwhelming to your system)
such as major illness, car accidents, physical, sexual, emotional or mental abuse, loss
of a loved one, verbal threats or intimidation, witnessing violence in the home,
witnessing a parent or loved one be deported? _______________________________
____________________________________________________________________
When you were a child, how were you disciplined? ____________________________
Did you witness or experience any violence in your home? ______________________
NC LGBTQ Resource Center 3220 Mission Ave. Suite 2 Oceanside, CA 92058
March 25, 2025 Item #12 Page 522 of 578
6
Resources:
Do you have enough food to eat on a regular basis? ___________________________
Do you struggle financially? And/or Do you have difficulty paying for your basic
necessities (utilities, transportation, etc.)? ____________________________________
Do you use public transportation? Is transportation an obstacle or barrier? _________
Is your housing situation secure and consistent? ______________________________
Do you have health insurance? ___________________________________________
Do you have adequate access to medical care? ______________________________
Do you have access to affirming providers? __________________________________
Do you have opportunities for leisure time? __________________________________
Access to friends and support systems? ____________________________________
What are your hobbies and/or personal interests? _____________________________
What are your go-to coping mechanisms? / How do you cope with stress? _________
____________________________________________________________________
Anything else you want to make sure I know or that would be relevant to our work
together? ____________________________________________________________
____________________________________________________________________
Any questions for me? _________________________________________________
Date: ________________________________
Completed by: ________________________________________
NC LGBTQ Resource Center 3220 Mission Ave. Suite 2 Oceanside, CA 92058
March 25, 2025 Item #12 Page 523 of 578
North County LGBTQ Resource Center
Board of Directors 2024
Ken Grandlund, Chair
Cox Communications, Corporate Executive
Maria Al-Shamma, Secretary
Vista Unified School District, Social Worker
Yu-Wen Chio, Treasurer
Roblocks, High Tech Engineer
Paul Garza
Genentech, Senior Director of Quality Control
Aaron Giron
Private Practice, Attorney
Corinna Contreras, Member at Large
City of Vista, Councilmember
Executive Staff
Max Disposti, Executive Director
Lisa Nava, Director of Operations
March 25, 2025 Item #12 Page 524 of 578
North County LGBTQ Resource Center
Statement of Financial Position
As of December 31, 2023
Accrual Basis Wednesday, January 24, 2024 03:11 PM GMT-08:00 1/1
TOTAL
AS OF DEC 31, 2023 AS OF DEC 31, 2022 (PY)
ASSETS
Current Assets
Bank Accounts
Main Checking x3727 485,049.10 541,079.66
MAT x7379 - HIV/AIDS 100.00 78,026.43
Mental Health x6778 121,211.42 96,820.22
Plat Bus x5105 104,977.56 100.00
Pride x5121 24,475.69 41,982.80
Project Youth x6737 330.38 49,060.73
Stop The Hate x6729 300.00 37,292.88
Unicorn Homes x5113 463,860.99 75,688.79
Total Bank Accounts $1,200,305.14 $920,051.51
Other Current Assets
Inventory Asset
Gift cards on hand 3,300.00
Total Inventory Asset 3,300.00
Total Other Current Assets $3,300.00 $0.00
Total Current Assets $1,203,605.14 $920,051.51
Fixed Assets
Equipment 14,638.11 6,210.94
Total Fixed Assets $14,638.11 $6,210.94
TOTAL ASSETS $1,218,243.25 $926,262.45
LIABILITIES AND EQUITY
Liabilities
Long-Term Liabilities
PPP Loan 0.00 0.00
Total Long-Term Liabilities $0.00 $0.00
Total Liabilities $0.00 $0.00
Equity
Net Assets 168,206.83 168,206.83
Retained Earnings 758,055.62 403,572.74
Net Revenue 291,980.80 354,482.88
Total Equity $1,218,243.25 $926,262.45
TOTAL LIABILITIES AND EQUITY $1,218,243.25 $926,262.45
March 25, 2025 Item #12 Page 525 of 578
North County LGBTQ Resource Center
Statement of Activity
January - December 2023
Accrual Basis Wednesday, January 24, 2024 03:07 PM GMT-08:00 1/2
TOTAL
JAN - DEC 2023 JAN - DEC 2022 (PY)
Revenue
Dining Out For Life 3,995.91
Gala Fundraiser 53,761.12 13,658.25
General Contributions 329,049.74 348,109.35
Grants 1,111,305.86 865,231.12
Matching Contributions 26,970.09
Mental Health Services 5,275.74
Monthly Donors 3,695.00
Training 26,334.30 4,150.00
Total Revenue $1,560,387.76 $1,231,148.72
GROSS PROFIT $1,560,387.76 $1,231,148.72
Expenditures
Accounting 22,587.20 13,900.00
Advertising & Marketing 31,254.37 26,254.90
Bank Charges & Fees 153.80 1,239.81
Benefits 82,229.79 63,962.49
Board Expenses 6,890.00 450.00
Cleaning Supplies 189.52
Clothing Assistance 2,165.38
Conference 370.79 1,000.00
contract labor 19,827.00 3,913.00
ED Expenses 1,581.22
Emergency Funds 30,639.52 17,032.12
Events 62,594.86 27,208.68
Food 14,199.17 11,883.30
Fundraising Expenses 29,781.30
Grant Writing 15,800.00 13,000.00
Insurance 15,217.11 7,654.42
Internet 818.00 1,157.88
Janitorial 2,499.60
Legal & Professional Fees 3,615.65
Lodging 17,830.81 2,120.54
Maintenance and Repair 2,253.43 1,399.36
Meals & Entertainment 291.10 18,622.25
Mileage 5,727.91 927.66
Miscellaneous 2,725.71
Office Supplies 13,137.73 17,116.04
Office Supplies & Software 1,122.31 1,266.67
Office/General Administrative Expenditures 2,586.93 5,911.28
Other Business Expenses 3,056.61 843.00
Payroll Processing 5,642.40 4,856.40
March 25, 2025 Item #12 Page 526 of 578
North County LGBTQ Resource Center
Statement of Activity
January - December 2023
Accrual Basis Wednesday, January 24, 2024 03:07 PM GMT-08:00 2/2
TOTAL
JAN - DEC 2023 JAN - DEC 2022 (PY)
Payroll Taxes 194,097.06 142,764.99
Payroll Wage Expense 600,929.64 418,038.15
Postage 2,948.35
Prom 150.00
Rent 27,516.81 20,100.00
Rent & Lease 10,255.28 5,530.00
Repairs & Maintenance (deleted)90.84
SD Pride and Trans Pride 1,034.50
Security 1,000.00 900.00
Sponsorship 1,050.19 1,040.00
Staff Training 1,912.43 53.36
Supplies 539.46 2,346.12
Support Group Expenses 1,042.24
Taxes & Licenses 292.02 498.50
TDOR 18.49
TDOV 1,994.81
Telephone 550.00
Town Hall Meeting 2,680.00
Travel 19,026.53 10,781.56
Uncategorized Expense 4,380.01
Utilities 5,334.96 3,065.51
Video 6,579.95
Volunteer Appreciation 681.28
Website 6,013.38 5,602.26
workers compensation 3,263.78 2,461.32
Total Expenditures $1,268,406.96 $876,665.84
NET OPERATING REVENUE $291,980.80 $354,482.88
NET REVENUE $291,980.80 $354,482.88
March 25, 2025 Item #12 Page 527 of 578
As of Dec 31, 2022 As of Dec 31, 2021 (PY)
ASSETS
Current Assets
Bank Accounts
Checking Mental Health 0.00 47,447.71
Checking Project Youth 0.00 35,648.32
Checking Unicorn 0.00 38,303.80
Main Checking x3727 541,079.66 414,759.16
MAT x7379 - HIV/AIDS 78,026.43 12,443.92
Mental Health x6778 96,820.22
Plat Bus x5105 100.00
Pride by the Beach 0.00 23,176.66
Pride x5121 41,982.80
Project Youth x6737 49,060.73
Stop The Hate x6729 37,292.88
Unicorn Homes x5113 74,688.79
Total Bank Accounts $ 919,051.51 $ 571,779.57
Total Current Assets $ 919,051.51 $ 571,779.57
Fixed Assets
Equipment 6,210.94
Total Fixed Assets $ 6,210.94 $ 0.00
TOTAL ASSETS $ 925,262.45 $ 571,779.57
LIABILITIES AND EQUITY
Liabilities
Long-Term Liabilities
PPP Loan 0.00 0.00
Total Long-Term Liabilities $ 0.00 $ 0.00
Total Liabilities $ 0.00 $ 0.00
Equity
Net Assets 168,206.83 168,206.83
Retained Earnings 403,572.74 103,326.75
Net Revenue 353,482.88 300,245.99
Total Equity $ 925,262.45 $ 571,779.57
TOTAL LIABILITIES AND EQUITY $ 925,262.45 $ 571,779.57
Total
Monday, Feb 06, 2023 02:22:21 PM GMT-8 - Accrual Basis
North County LGBTQ Resource Center
Statement of Financial Position
As of December 31, 2022
March 25, 2025 Item #12 Page 528 of 578
Jan - Dec 2022 Jan - Dec 2021 (PY)
Revenue
Corporate Donations 25,580.86
Emergency or Unpredicted Funds 119,284.09
Gala Fundraiser 13,658.25 98,299.51
General Contributions 348,109.35 71,593.31
Grants 865,231.12 209,299.33
HIV Payroll 3,022.80
Marketing Promotions-Rent Income 186.75
Matching Contributions 38,463.38
Mental Health Payrolls 57,082.40
Monthly Donors 30,000.00
PPP Loan Forgiveness 40,000.00
Pride Payroll 11,424.00
Project Youth Payroll 7,374.00
Reimbursements 88,593.69
Training 4,150.00 8,393.75
Unicorn Homes Payrolls 15,760.00
Total Revenue $ 1,231,148.72 $ 824,357.87
Gross Profit $ 1,231,148.72 $ 824,357.87
Expenditures
Accounting 13,900.00 6,800.00
Advertising & Marketing 26,254.90 3,490.08
Bank Charges & Fees 1,239.81 877.59
Benefits 64,242.09 33,206.29
Board Expenses 450.00 1,309.82
Cleaning Supplies 563.20
Clothing Assistance 2,165.38
Conference 1,000.00
contract labor 3,913.00
ED Expenses 2,177.46
Emergency Funds 17,032.12 50,873.43
Events 27,208.68 502.49
Food 11,883.30 5,924.67
Fundraising Expenses 21,571.44
Gender Advocacy Project 236.51
Grant Writing 13,000.00
Insurance 7,654.42 10,355.78
Internet 1,157.88 822.39
Janitorial 2,499.60 2,089.00
Legal & Professional Fees 3,615.65
North County LGBTQ Resource Center
Statement of Activity
January - December 2022
Total
March 25, 2025 Item #12 Page 529 of 578
Lodging 2,120.54 5,031.59
Maintenance and Repair 1,399.36 423.44
Meals & Entertainment 18,622.25
Mileage 927.66 1,192.65
Movie Night 482.16
Office Supplies 17,116.04 2,422.36
Office Supplies & Software 1,266.67 94.63
Office/General Administrative Expenditures 5,631.68 2,800.00
Other Business Expenses 843.00
Payroll Processing 4,856.40 5,975.92
Payroll Taxes 142,764.99 69,645.92
Payroll Wage Expense 418,038.15 224,648.09
Payroll Wage Expenses 7,689.24
Postage 2,948.35
Prom 150.00
Purchases 100.00
Rent 20,100.00 15,900.00
Rent & Lease 5,530.00
Repairs & Maintenance 90.84 46.39
SD Pride and Trans Pride 1,034.50 374.15
Security 900.00
Sponsorship 1,040.00
Staff Training 53.36 366.60
Supplies 2,346.12
Taxes & Licenses 498.50 1,289.25
TDOR 659.57
TDOV 577.12
Town Hall Meeting 3,680.00 450.00
Travel 10,781.56 1,784.99
unknown 32,660.87
Utilities 3,065.51 1,733.09
Video 6,579.95
Website 5,602.26 5,475.72
workers compensation 2,461.32 1,487.98
Total Expenditures $ 877,665.84 $ 524,111.88
Net Operating Revenue $ 353,482.88 $ 300,245.99
Net Revenue $ 353,482.88 $ 300,245.99
Monday, Feb 06, 2023 02:21:57 PM GMT-8 - Accrual Basis
March 25, 2025 Item #12 Page 530 of 578
City of Carlsbad CDBG
January 2025
North County LGBTQ Resource Center – Executive Summary
Overview of Proposal: The North County LGBTQ Resource Center was incorporated in 2011 with a
mission “to serve, empower, and advocate for North County’s diverse LGBTQI community.” The
Center has provided behavioral health services since its inception and is the only organization
providing free behavioral health services for this population. The Center's primary population
consists of LGBTQ+ communities. All populations of special concern such as homeless
households, persons with disabilities, persons with substance abuse, veterans, farmworkers,
seniors, children etc. intersect with LGBTQ+ communities and as such are communities served by
The Center. For example, The Oceanside City Council recently approved a Safe Parking program to
be run in the parking lot of The Center, supporting community members who are unhoused,
including Carlsbad community members. The Center is the acknowledged expert on gender
affirming behavioral health care for the region, providing both expert services and clinical training.
The Center recently acquired and is now occupying a new building at 1919 Apple Street in
Oceanside – two miles from its border with Carlsbad. Near groceries, PCH and Oceanside Blvd.,
the location is very connected to public transportation, including the Sprinter and the bus. The
proposed project will complete expansion, renovation, and beautification of the Behavioral Health
suites at this location. The Center has accepted a bid from Marinez Building that will complete
renovation of the space including painting, flooring, electrical, carpentry, demolition, hauling,
plumbing, drywall, and HVAC for a total cost of $66,750. Following the expiration of the lease of an
existing tenant in the targeted suites, the project will be implemented and completed in October -
December 2025.
Key Staff: Key staff to oversee the renovation of The Center’s Behavioral Health suites include:
Lisa Nava, Director of Operations and Max Disposti, Executive Director.
Budget: The budget for the proposed project includes the following:
• Marinez Building Estimate: $66,750
• Wages and Salaries (for Project Manager/Director of Operations - $5666/month x 3 months
x 0.25 FTE): $4250
• Total: $71,000
Timeline: A bid has been accepted from Marinez Building. The lease for the renter currently
occupying the suites to be renovated ends in early fall 2025. As a result, this work is planned for
October - December 2025.
March 25, 2025 Item #12 Page 531 of 578
No
r
t
h
C
o
u
n
t
y
L
G
B
T
Q
R
e
s
o
u
r
c
e
C
e
n
t
e
r
O
r
g
a
n
i
z
a
t
i
o
n
a
l
C
h
a
r
t
FI
N
A
N
C
I
A
L
CO
M
M
I
T
T
E
E
BO
A
R
D
O
F
DI
R
E
C
T
O
R
S
EX
E
C
U
T
I
V
E
CO
M
M
I
T
T
E
E
19
1
9
A
p
p
l
e
S
t
r
e
e
t
,
O
c
e
a
n
s
i
d
e
C
A
9
2
0
5
4
|
7
6
0
-
9
9
4
-
1
6
9
0
|
n
c
r
e
s
o
u
r
c
e
c
e
n
t
e
r
.
o
r
g
EX
E
C
U
T
I
V
E
DI
R
E
C
T
O
R
DI
R
E
C
T
O
R
O
F
OP
E
R
A
T
I
O
N
S
CL
I
N
I
C
A
L
P
R
O
G
R
A
M
DI
R
E
C
T
O
R
CL
I
N
I
C
A
L
P
R
O
G
R
A
M
MA
N
A
G
E
R
DI
R
E
C
T
O
R
O
F
DE
V
E
L
O
P
M
E
N
T
GR
A
N
T
AC
C
O
U
N
T
A
N
T
PR
I
D
E
D
I
R
E
C
T
O
R
PR
I
D
E
CO
M
M
I
T
T
E
E
IN
T
E
R
N
S
YO
U
T
H
S
E
R
V
I
C
E
SP
E
C
I
A
L
I
S
T
PR
O
J
E
C
T
Y
O
U
T
H
CO
O
R
D
I
N
A
T
O
R
IM
M
I
G
R
A
T
I
O
N
AD
V
O
C
A
T
E
ST
O
P
T
H
E
H
A
T
E
CA
S
E
MA
N
A
G
E
M
E
N
T
GA
P
P
R
O
G
R
A
M
CO
O
R
D
I
N
A
T
O
R
ME
D
I
A
SP
E
C
I
A
L
I
S
T
VO
L
U
N
T
E
E
R
CO
O
R
D
I
N
A
T
O
R
EN
H
A
N
C
E
D
AF
F
I
R
M
I
N
G
S
E
R
V
I
C
E
S
VI
C
T
I
M
S
E
R
V
I
C
E
S
UN
I
C
O
R
N
H
O
M
E
S
YO
U
T
H
H
O
S
T
H
O
M
E
CO
O
R
D
I
N
A
T
O
R
HO
U
S
I
N
G
RE
P
R
O
D
U
C
T
I
V
E
RI
G
H
T
S
RE
P
R
O
D
U
C
T
I
V
E
RI
G
H
T
S
P
R
O
G
R
A
M
MA
N
A
G
E
R
GA
P
C
O
M
M
I
T
T
E
E
PR
O
J
E
C
T
Y
O
U
T
H
CO
M
M
I
T
T
E
E
March 25, 2025 Item #12 Page 532 of 578
Page 1 / 3
Date
Jan 6, 2025
#Item Qty Material Labor Unit Cost Total
1 Paint 0.00 14,375.00 14,375.00 14,375.00
1.1 Paint
paint all walls and ceilings in all new rooms
paint touch up in last suite (existing therapy room)
1 $0.00 $14,375.00 $14,375.00 $14,375.00
2 Flooring 0.00 5,250.00 5,250.00 5,250.00
2.1 Flooring
Install new carpet tiles over old ones in last suite
Install new carpet tiles in new suite
patch carpet tiles where old walls were
Install laminate flooring in bathrooms
1 $0.00 $5,250.00 $5,250.00 $5,250.00
3 Electrical 0.00 8,125.00 8,125.00 8,125.00
3.1 Electrical
Install can lights in last suite
remove surface mounted lights in all rooms
install can lights according to new room layout
install outlets and switches according to new layout of
all 3 rooms
remove fan and install in other location in accordance
with new layout
1 $0.00 $8,125.00 $8,125.00 $8,125.00
4 Carpentry 0.00 6,875.00 6,875.00 6,875.00
North County LGBTQ Recourse Center
Marinez Building
2371 Oxford Ave
Cardiff By The Sea, California, 92007
License Number: 1079028
Jordan Marinez
(760) 845-1985
Estimate
Suite N, O remodel
Bill To
Max Disposti
1919 Apple Street , Oceanside, California, 92058
mdisposti@northcountycenter.org
March 25, 2025 Item #12 Page 533 of 578
Page 2 / 3
#Item Qty Material Labor Unit Cost Total
4.1 Carpentry
Build and attach new walls for rooms in suites
Install backing boards to attach walls to
install pre hung doors and hardware
install baseboard after flooring
price includes walls in both suites
install door to connect room next door
frame opening for door into adjacent room
1 $0.00 $6,875.00 $6,875.00 $6,875.00
5 Demolition 0.00 5,375.00 5,375.00 5,375.00
5.1 Demolition
remove any and all walls that do not fit with layout of
new walls
remove all drywall to make connections for new walls
remove existing toilet and sink in order to install flooring
remove existing old carpet to tie in new carpet tiles
1 $0.00 $3,125.00 $3,125.00 $3,125.00
5.2 Hauling 1 $0.00 $2,250.00 $2,250.00 $2,250.00
6 Plumbing 0.00 1,000.00 1,000.00 1,000.00
6.1 Plumbing
Install toilet and sink after flooring is installed
1 $0.00 $1,000.00 $1,000.00 $1,000.00
7 Drywall 0.00 7,000.00 7,000.00 7,000.00
7.1 Drywall
patch all locations where electrical is moved
install drywall on all new walls in both rooms
tape and mud all new walls
float entire ceiling in both rooms
1 $0.00 $7,000.00 $7,000.00 $7,000.00
8 HVAC 0.00 18,750.00 18,750.00 18,750.00
8.1 HVAC
Install wall mounted AC in all units
1 $0.00 $18,750.00 $18,750.00 $18,750.00
66,750.00
$0.00
66,750.00
$66,750.00
$0.00
Subtotal
Tax
Total
Amount Paid
Balance Due
March 25, 2025 Item #12 Page 534 of 578
Page 3 / 3
46,725.00
Upon completion
20,025.00
Deposit
Pay Now
Payments
Upcoming Upcoming
Signature Click here to sign
Company Signature Client Signature
Marinez Building
March 25, 2025 Item #12 Page 535 of 578
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
NOTICE OF FUNDING AVAILABILITY
The City of Carlsbad is pleased to announce the availability of applications for the fiscal year 2025-26
Community Development Block Grant (CDBG) program. The CDBG program is federally funded by the
Department of Housing and Urban Development and is administered by the city to provide assistance to
lower-income residents and communities. For FY 2025-26, the total CDBG award to Carlsbad for local
disbursement is estimated at $550,741 – available in the following categories:
Category Key Details Estimated Available
Public Services
• Programs assisting low-income households
• Services carried out by non-profit agencies
• Funding capped at 15% of grant
$82,611
Administration/
Fair Housing
• Subrecipient oversight
• Compliance with federal requirements
• Financial management
• Fair Housing services
• Funding capped at 20% of grant
$110,148
Affordable Housing/
Facility Improvements
• Facility improvements for non-profits
• Acquisition/rehabilitation of affordable housing $357,981
Applications Due: Jan. 17, 2025, by 5 p.m. Contact: Erin Peak
Details: housing@carlsbadca.gov Program Manager
*Email Submission Highly Encouraged*442-339-2043
erin.peak@carlsbadca.gov
Paper copies may be delivered to:
City of Carlsbad
Housing & Homeless Services
1200 Carlsbad Village Drive
Carlsbad, CA, 92008
ESTIMATED TIMELINE
*Dates are tentative and subject to change. All public meetings and review and comment periods will
be separately publicly noticed* Notice of Funding Availability Nov. 20, 2024
Applications Due Jan. 17, 2025
Housing Commission March 2025
30-day public review/comment April 2025
City Council Public Hearing April 2025
March 25, 2025 Item #12 Page 536 of 578
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
FY 2025-26 FUNDING APPLICATION
INSTRUCTIONS
This application must be completed for each organization seeking CDBG funding from the City of Carlsbad.
All information requested must be provided or the application will be considered incomplete and will not
be further evaluated for funding consideration.
Step 1. Complete fillable application and submit prior to Jan. 17, 2025 by 5 pm.
Step 2. Include required attachments – combine into one file saved as “Applicant Name – Year – CDBG
Application Attachments.”
Board of Directors' resolution authorizing submittal of application
Board of Directors' resolution designating official(s) authorized to enter into agreements on
behalf of organization.
(Note: One resolution both authorizing submittal of applications and entering into
agreements may be substituted for the above two documents.)
Sample Intake Form
List of Board of Directors
Financial Audit Report for the most recently ending Fiscal Year
Application executive summary, including key staff, budget, and timeline.
Organizational chart
Improvement/Construction projects only if applicable: Architectural plans, scope of work, cost
estimates, property site information, as appropriate.
To be completed by Housing Services Division staff
Date Received: Local Objective:
Person Completing Review: Complete:
March 25, 2025 Item #12 Page 537 of 578
APPLICANT INFORMATION
Organization Name: Federal Unique Entity
Identification Number
Address: Contact Phone:
Contact person/title: Contact email:
Organization Type: Nonprofit For-profit Local public agency State public agency
Other (Please specify)
Please describe the mission/purpose of the organization:
Please provide the organization date of incorporation and number of years providing proposed
program/project?
Please describe the organization staff positions directly responsible for the proposed program and their
qualifications and experience:
Please indicate your agency's level of experience with the CDBG program:
No or little experience (up to 1 year of using CDBG funds)
Some experience (2 to 3 years of using CDBG funds)
Moderate experience (4 to 5 years of using CDBG funds)
Considerable experience (more than 5 years of using CDBG funds)
PROJECT/PROGRAM INFOMATION
Please provide implementation schedule for proposed project or program, including important steps
such as hiring staff, obtaining bids, acquiring property, etc. If project involves property acquisition or
construction, include plans, scope of work, cost estimates, or other applicable documents in
appendices.
March 25, 2025 Item #12 Page 538 of 578
Describe steps already completed or to be completed to initiate project. These may include community
support, staffing, securing an appropriate location, marketing and networking.
Describe the program’s timeline with dates and times, including the earliest possible start dates, end
dates and milestones, as applicable.
Describe the work to be performed, including the activities to be undertaken or the services to be
provided, and the goals and objectives of the program/project:
How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be
specific such as direct services to client’s home, transportation provided to and from facility, or relation
to public transportation.)
Does your agency focus its activities on populations with special needs? If yes, please specify
population (Homeless households, persons with disabilities, persons with substance abuse, veterans,
farmworkers, seniors, children, etc.)
Please describe how low-and-moderate income persons will benefit from the proposed
program/project.
What is the approximate percentage of your clients that have annual family incomes in each of the
following ranges: (Percentages should add to 100%)
% of clients are at 30% or below the area median income
_ % of clients are between 31% to 50% of the area median income
% of clients are between 51% to 79% of the area median income
% of clients are at 80% or above the area median income
March 25, 2025 Item #12 Page 539 of 578
Please indicate the number of clients benefiting from the proposed activity and the percentage that are
Carlsbad residents.
Persons of which % are Carlsbad residents. 413 households to benefit of which 6% are Carlsbad.
Does your organization charge recipients for the provided services?
No Yes (Please specify) $_______
How does your organization provide language access to recipients with less than proficient English?
How will recipients’ information be collected and documented?
How will the outcomes be measured, collected and documented?
Describe collaboration with other agencies, such as the County Continuum of Care and other non-profit
organizations and/or agencies to form a cohesive approach in serving the low income and most
vulnerable populations.
FINANCIAL INFORMATION
CDBG Grant Request: $ Total Project/Program Cost: $
Did you receive any of the following sources of funding from the City of Carlsbad within the last two
fiscal years (2022-2023 and 2023-2024) for the proposed program/project?
CDBG
Community Activity
Funding General Funds
Other (specify):
Yes
Yes
Yes
Yes
No
No
No
No
If you have received federal funds, including CDBG funds in previous years, have program violation
findings ever been made against your agency/organization? If yes, please explain nature of finding(s)
and how finding(s) has been addressed by your organization.
March 25, 2025 Item #12 Page 540 of 578
Did you receive any federal funds, including CDBG funding from other cities? If so, please describe
source, year(s), and amounts.
Source
-
-
-
Amount
$
$
$
PROPOSED BUDGET
Category/Item CDBG Request Other Sources Total
Wages/Salaries $ $ $
Personnel Benefits $ $ $
Materials and Supplies $ $ $
Rent and Utilities $ $ $
Direct Program Expenses $ $ $
Mileage $ $ $
Other: ______________________ $ $ $
TOTAL $ $ $
Please further describe “Other Sources” from previous table.
Category/Item Other Sources Describe source and whether funding is
secured or anticipated
Wages/Salaries $
Personnel Benefits $
Materials and Supplies $
Rent and Utilities $
Direct Program Expenses $
Mileage $
Other: ____________________ $
TOTAL $
If your project or program requires ongoing funding, please describe how the program or project will
continue to be funded.
Page is left intentionally blank. Please see following page for signed certification.
March 25, 2025 Item #12 Page 541 of 578
Housing & Homeless Services
1200 Carlsbad Village Dr. Carlsbad, CA 92008 442-339-2810 t | housing@carlsbadca.gov Page 7 of 7
CERTIFICATION
I, the undersigned, do hereby attest that the above information is true and correct to the best of my
knowledge.
___________________
Signature Title Date
_____ ______________
Signature Title Date
NOTE: Applications must include a resolution from your organization’s Board of Directors authorizing the
person(s) signing above to submit funding applications and to enter into funding agreements if selected.
Page intentionally left blank.
March 25, 2025 Item #12 Page 542 of 578
SJ The Brother Benno Foundation Uplifting the dignity of those we serve.
RESOLUTION OF THE BOARD OF DIRECTORS of
The Brother Benno Foundation, Inc.
WHEREAS the City of Carlsbad provides funding for tax-exempt non-profit organizations for certain specified purposes; and
WHEREAS The Brother Benno Foundation, Inc. wishes to file an application with the City of Carlsbad for Community Development Block Grant (CDBG) Program funding.
NOW, THEREFORE, BE IT RESOLVED that on behalf of the Board of Directors of The Brother Benno Foundation, Inc., the undersigned states the following:
1.The Brother Benno Foundation, Inc. is a tax-exempt non-profit California corporation ingood standing under the laws of the State of California;
2.Approves the submission of an application with the City of Carlsbad for CommunityDevelopment Block Grant (CDBG) Program funding; and
3.Authorizes the officials listed below to negotiate for and contractually bind The BrotherBenno Foundation, Inc. in a signed contract with the City of Carlsbad for any awardedfunds.
Officials: Paul McNamara, Executive Director
Executed on this day of January 13, 2025
Joe McDevitt Chairperson, Board of Directors The Brother Benno Foundation, Inc.
3260 Production Avenue, Oceanside, CA 92058 • (760) 439-1244 • info@brotherbenno.org www.brotherbenno.org
Charity·:· Navigator aaaa March 25, 2025 Item #12 Page 543 of 578
Food Assistance Program - Client Intake Form BRO. BENNO
Case #:
Note: Dark Gray fields with an Asterisk (*) are mandatory. Light gray demographics fields are optional and
not required to receive food. Fields with two Asterisks (**) are being requested by The Brother Benno
Foundation and are not required to receive food from the Jacobs & Cushman San Diego Food Bank.
Head of Household Information
First Name*
Last Name*
Date of Birth*
Street Address* Apt #*
City Zip Code*
Demographic information below is not required to receive food.
Phone Number ( ) ☐Cell ☐ Home ☐ Work
Email Address
Gender ☐Female ☐ Male ☐ Transgender ☐ Non-binary ☐ Prefer to Self-Describe: _____________
Ethnicity
☐African American/Black ☐ Hispanic/Latinx ☐Multi-Race
☐Asian ☐Native American/Native Alaskan ☐ Other: ___________________
☐Caucasian/White ☐Native Hawaiian/Pacific Islander
Primary Language
☐English (English)☐Tagalog (Filipino)☐Français (French)
☐Español (Spanish)☐普通话 (Mandarin)☐Ayisyen (Haitian)
☐Tiếng Việt (Vietnamese)☐Somaliyeed (Somali)☐አማርኛ (Amharic)
☐កម# $%។ (Cambodian)☐русский (Russian)☐ਪੰਜਾਬੀ (Punjabi)
☐日本 (Japanese)☐한국인 (Korean)☐Other: __________
Other Household Members*
First and Last Name* Date of Birth* Gender Ethnicity Relationship*
☐Same as you ☐ Other:___________
☐Same as you ☐ Other:___________
☐Same as you ☐ Other:___________
☐Same as you ☐ Other:___________
Employment Status** ☐Employed Part-Time ☐Employed Full-Time ☐Unemployed
Check if Anyone in Household is ☐Homeless ☐ Disabled ☐ Veteran ☐ Active Military or Dependent
Household Public Benefits ☐CalFresh ☐ WIC ☐ Disability ☐ Medicare/Medi-Cal ☐ Social Security
Gross Household Income ☐No Income
$___________________ ☐ Weekly / ☐ Twice per month / ☐ Monthly / ☐ Yearly
Sa
n
D
i
e
g
o
F
o
o
d
B
a
n
k
Da
t
a
b
a
s
e
*
By signing this form, I am confirming that the information provided is accurate. I understand that the information provided will be entered into a
secure, password-protected database that may be shared between all nonprofit food and diaper service providers and the Jacobs & Cushman San
Diego Food Bank. This is not a government-run program/database. Information collected is for statistical reporting and funding purposes and will
remain confidential to external parties.
I understand that I cannot hold liable any organization for the food products obtained at this site; it is my discretion whether or not to consume the
food products.
_____________________________________________ ____________________________
Signature* Date
2-
1
-
1
Da
t
a
b
a
s
e
fo
r
ot
h
e
r
s
e
r
v
i
c
e
s
an
d
as
s
i
s
t
a
n
c
e
I have read the CIE authorization on reverse side and by providing my signature and date below, I agree to these terms.
_____________________________________________ ____________________________
Signature Date March 25, 2025 Item #12 Page 544 of 578
Programa de Asistencia Alimentaria – Formulario de Admisión Bro. Bennos
Case #:
Nota: Los campos de color gris oscuro con un asterisco (*) son obligatorios. Los campos demográficos de
color gris claro son opcionales y no son obligatorios para recibir alimentos.
Información de la cabeza de familia
Nombre*
Apellido*
Fecha de Nacimiento*
Dirección* Apartamento*
Ciudad Código Postal*
La información demográfica a continuación no es necesaria para recibir alimentos.
Número de Teléfono ( ) ☐ Celular ☐ Hogar ☐ Trabajo
Correo Electrónico
Género ☐ Mujer ☐ Hombre ☐ Trans Género ☐ No-binario ☐ Prefiero auto describirme: _________________
Origen Étnico
☐ Afro Americano ☐ Hispano/Latinx ☐ Multirracial
☐ Asiático ☐ Indio Americano o Nativo de Alaska ☐ Otro: _______________
☐ Caucásico ☐ Nativo de Islas del Pacífico
Idioma Preferido
☐ English (English) ☐ Tagalog (Filipino) ☐ Français (French)
☐ Español (Spanish) ☐ 普通话 (Mandarin) ☐ Ayisyen (Haitian)
☐ Tiếng Việt (Vietnamese) ☐ Somaliyeed (Somali) ☐ አማርኛ (Amharic)
☐ កម# $%។ (Cambodian) ☐ русский (Russian) ☐ ਪੰਜਾਬੀ (Punjabi)
☐日本 (Japanese) ☐ 한국인 (Korean) ☐ Otro: __________
Otros Miembros en el Hogar*
Nombre y Apellido* Fecha de
Nacimiento* Género Origen Étnico Relación*
☐ Igual a usted ☐ Otro:___________
☐ Igual a usted ☐ Otro:___________
☐ Igual a usted ☐ Otro:___________
☐ Igual a usted ☐ Otro:___________
Estatus de Empleo ☐ Empleado - Tiempo Completo ☐ Empleado - Tiempo Parcial ☐ Sin Empleo
Marque Si Alguien en el
Hogar Es ☐ Sin Hogar ☐ Discapacitado ☐ Veterano ☐ Militar Activo o Dependiente
Beneficios Públicos del Hogar ☐ CalFresh ☐ WIC ☐ Discapacidad ☐ Medicare/Medi-Cal ☐ Seguro Social
Ingresos Brutos del Hogar ☐ Sin Ingresos
$________________________ ☐ Semanales / ☐ Quincenal / ☐ Mensual / ☐ Annual
Apoderado (Persona(s) Autorizada) Para Recoger Por Usted
Sa
n
D
i
e
g
o
F
o
o
d
B
a
n
k
Ba
s
e
d
e
D
a
t
o
s
*
Al firmar este formulario, confirmo que la información proporcionada es correcta. Entiendo que la información proporcionada será ingresada a una
base de datos seguro, protegido por contraseña que puede compartirse entre todos los proveedores de servicios de pañales y alimentos sin fines de
lucro y el Jacobs & Cushman San Diego Food Bank. No es un programa o base de datos administrado por el gobierno. La información colectada es
para informes estadísticos y fines de financió y permanecerán confidenciales para partes externas.
Entiendo que no puedo responsabilizar a ninguna organización por los productos alimenticios obtenidos en este sitio; está a mi discreción consumir
o no los productos alimenticios.
_____________________________________________ ____________________________
Firma* Fecha
2-
1
-
1
Ba
s
e
d
e
D
a
t
o
s
pa
r
a
o
t
r
o
s
se
r
v
i
c
i
o
s
y
as
i
s
t
e
n
c
i
a
He leído la Autorización de CIE en el reverso y al proporcionar mi firma y la fecha a continuación, acepto estos términos.
____________________________________________ ____________________________
Firma Fecha
March 25, 2025 Item #12 Page 545 of 578
RENTAL ASSISTANCE APPLICATION FORM (2/16/2023)
Date of Application: ________ _
Last Name: First Name: ________ Date of Birth: ____ _
Brother Benno ID# Driver's License No. --------Spouse Name: First Name: ________ Date of Birth: ____ _
Address: City/State Zip ____ _
Home Phone: Cell Phone: ------------Marita I Status:_ Single_ Married_ Separated_ Divorced_ Widowed
Family size __ No. of Dependent Children/Ages _________ Child Support (Y/N) __
Ethnicity:
Race: Check one of following: H-Hispanic or NonH-Non-Hispanic*
White
Black / African American
Asian
American Indian/Alaskan Native
Native Hawaiian/Other Pacific
Islander
American Indian/Alaskan Native
and White
Asian and White
Black/African American and
White
American Indian/Alaskan Native
& Black/African American
Other/Multi-Racial
Data Not Collected
*A member of any race may be of Hispanic ethnicity. (e.g. Hispanic White, Hispanic Black, etc.}
Other: Check if applicable 0
Homeless
Female Headed HHlds
Disabled/Special Needs
How long has Applicant lived in the current residence? _________ _
How long does Applicant plan to live in the current residence? ________ _
What is the amount of Applicant's monthly rental payment?$ _______ _
What is the balance to be paid that is stated in the overdue notice or eviction notice?$ ______ _
Is the Applicant receiving government housing assistance? Y /N If Yes, Amount:$ _______ _
Applicant's Income Source(s)(include all income sources, cash aid, food stamps etc.):
Total Monthly Income: $ -----
March 25, 2025 Item #12 Page 546 of 578
Area Median Income (AMI) -See attached AMI Chart 0
Extremely Low Income
Very Low Income
Low Income
Does Applicant have family or friends who can help reduce the amount of rent that is overdue? If so,
what amount will be contributed? $ -------Will the Applicant have the means to pay rent past the rental assistance period?
Applicant's reason for not paying rent: ------------------------
Provide copies of the following documentation with submittal of the application (Note if not available): •Valid Government Issued ID (s)•Two most recent paystubs (household member names and address must match address on lease)•Severance or reduction of hours letter from employer•Proof of application for unemployment benefits, or proof of denial of unemployment benefits•Copy of current lease with landlord's contact information•Copy of past due or eviction notice (rent due must be itemized by month)•If self-employed: Proof of income reduction or Business Bank Statements
____________ certify the above information is complete and accurate as of the date
Signature of Applicant
indicated above. I understand that in order for me to receive aid under the Rental Assistance Program,
it may be necessary for the information disclosed to the Brother Benno caseworker to be released to
other participating organizations. I therefore authorize the caseworker to release such information.
For Brother Benno's Use:
Approved: _____ Date: ____ Reason for approval: _______________ _
Amount:$ -----Rental Dates Funded ____________ _
Payable to:
Notes:
March 25, 2025 Item #12 Page 547 of 578
The Brother Benno Foundation, Inc.
Board of Directors
Name of Board Member
Title
Joe McDevitt
Chairperson
Jeff Epp
Vice Chairperson
John Lavery
Treasurer
Jim Napier
Secretary
Father Charles Wright
At Large
Gregg Prather
At Large
Helen Parsons
At Large
Peter Joyce
At Large
March 25, 2025 Item #12 Page 548 of 578
THE BROTHER BENNO FOUNDATION, INC.
FINANCIAL STATEMENTS
WITH INDEPENDENT AUDITORS’ REPORT
As of and For
YEAR ENDED JULY 31, 2023
March 25, 2025 Item #12 Page 549 of 578
THE BROTHER BENNO FOUNDATION, INC.
TABLE OF CONTENTS
For the Year Ended July 31, 2023
INDEPENDENT AUDITORS’ REPORT 1
FINANCIAL STATEMENTS
Statement of Financial Position as of July 31, 2023 3
Statement of Activities for the Year Ended July 31, 2023 4
Statement of Functional Expenses for the Year Ended July 31, 2023 5
Statement of Cash Flows for the Year Ended July 31, 2023 6
Notes to the Financial Statements 7 - 23
March 25, 2025 Item #12 Page 550 of 578
Member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants
2131 Palomar Airport Road Suite 226 | Carlsbad, California 92011 | (760) 683-8630
INDEPENDENT AUDITORS’ REPORT
To the Board of Directors
of The Brother Benno Foundation, Inc.
Opinion
We have audited the accompanying financial statements of The Brother Benno Foundation, Inc. (a California
nonprofit organization), which comprise the statement of financial position as of July 31, 2023, and the related
statements of activities, functional expenses, and cash flows for the year then ended, and the related notes to
the financial statements.
In our opinion, the financial statements referred to above present fairly, in all material respects, the financial
position of The Brother Benno Foundation, Inc. as of July 31, 2023, and the changes in its net assets and its
cash flows for the year then ended in accordance with accounting principles generally accepted in the United
States of America.
Basis for Opinion
We conducted our audit in accordance with auditing standards generally accepted in the United States of
America. Our responsibilities under those standards are further described in the Auditors’ Responsibilities for
the Audit of the Financial Statements section of our report. We are required to be independent of The Brother
Benno Foundation, Inc. and to meet our other ethical responsibilities in accordance with the relevant ethical
requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and
appropriate to provide a basis for our audit opinion.
Responsibilities of Management for the Financial Statements
Management is responsible for the preparation and fair presentation of the financial statements in accordance
with accounting principles generally accepted in the United States of America, and for the design,
implementation, and maintenance of internal control relevant to the preparation and fair presentation of
financial statements that are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, management is required to evaluate whether there are conditions or
events, considered in the aggregate, that raise substantial doubt about The Brother Benno Foundation, Inc.'s
ability to continue as a going concern within one year after the date that the financial statements are available
to be issued.
Auditors’ Responsibilities for the Audit of the Financial Statements
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free
from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our
opinion. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a
guarantee that an audit conducted in accordance with generally accepted auditing standards will always
detect a material misstatement when it exists.
March 25, 2025 Item #12 Page 551 of 578
The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from
error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of
internal control. Misstatements, including omissions, are considered material if there is a substantial likelihood
that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on
the financial statements.
In performing an audit in accordance with generally accepted auditing standards, we:
Exercise professional judgment and maintain professional skepticism throughout the audit.
Identify and assess the risks of material misstatement of the financial statements, whether due to fraud
or error, and design and perform audit procedures responsive to those risks. Such procedures include
examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.
Obtain an understanding of internal control relevant to the audit in order to design audit procedures
that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the
effectiveness of The Brother Benno Foundation, Inc.'s internal control. Accordingly, no such opinion
is expressed.
Evaluate the appropriateness of accounting policies used and the reasonableness of significant
accounting estimates made by management, as well as evaluate the overall presentation of the financial
statements.
Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that
raise substantial doubt about The Brother Benno Foundation, Inc.'s ability to continue as a going
concern for a reasonable period of time.
We are required to communicate with those charged with governance regarding, among other matters, the
planned scope and timing of the audit, significant audit findings, and certain internal control related matters
that we identified during the audit.
Carlsbad, California
October 10, 2024
March 25, 2025 Item #12 Page 552 of 578
2023
Assets
Current Assets
Cash 624,594$
Grant receivables 256,672
Other receivables 42,422
Investments, short term 599,552
Inventory 61,759
Prepaid expenses and other assets 36,990
Total Current Assets 1,621,989
Noncurrent Assets
Property and equipment, net of accumulated depreciation 3,726,829
Investments, long term 400,375
Investments, permanently restricted by donor endowment 503,000
Right-of-use asset, operating lease, net of accumulated amortization 559,426
Total Noncurrent Assets 5,189,630
Total Assets 6,811,619$
Liabilities and Net Assets
Liabilities
Accounts payable and accrued expenses 491,986$
Deferred revenue 15,600
Operating lease obligation, current portion 165,360
Total Current Liabilities 672,946
Noncurrent Liabilities
Operating lease obligation, net of current portion 397,327
Total Liabilities 1,070,273
Commitments and Contingencies
Net Assets
Without donor restrictions 5,107,877
With donor restrictions 633,469
Total Net Assets 5,741,346
Total Liabilities and Net Assets 6,811,619$
THE BROTHER BENNO FOUNDATION, INC.
STATEMENT OF FINANCIAL POSITION
July 31, 2023
The accompanying notes are an integral part of the financial statements.
3March 25, 2025 Item #12 Page 553 of 578
Without Donor With Donor
Restrictions Restrictions Total
Support and Revenue
Contributions and grants 1,384,844$ 554,567$ 1,939,411$
Contributed nonfinancial assets 4,316,965 - 4,316,965
Government grants - 21,385 21,385
Special events less direct expenses of $16,274 126,189 - 126,189
Thrift shop revenue 693,559 - 693,559
Rental income 141,924 - 141,924
Interest income 403 - 403
Investment income 7,524 3,333 10,857
Loss on disposal of fixed assets (15,174) - (15,174)
Other income 3,364 - 3,364
Miscellaneous income 1,618 - 1,618
Net assets released from restrictions 604,556 (604,556) -
Total Support and Revenue 7,265,772 (25,271) 7,240,501
Expenses
Program services
Poor & Homeless Services 4,529,942 - 4,529,942
Case Management 482,683 - 482,683
Recovery Program 286,684 - 286,684
Thrift Shop 1,190,806 - 1,190,806
6,490,115 - 6,490,115
Supporting services
Management and general 584,397 - 584,397
Total Expenses 7,074,512 - 7,074,512
Change in Net Assets 191,260 (25,271) 165,989
Net Assets, Beginning 4,916,617 658,740 5,575,357
Net Assets, Ending 5,107,877$ 633,469$ 5,741,346$
THE BROTHER BENNO FOUNDATION, INC.
STATEMENT OF ACTIVITIES
For the Year Ended July 31, 2023
2023
The accompanying notes are an integral part of the financial statements.
4March 25, 2025 Item #12 Page 554 of 578
Po
o
r
&
Ho
m
e
l
e
s
s
Se
r
v
i
c
e
s
Ca
s
e
Ma
n
a
g
e
m
e
n
t
Re
c
o
v
e
r
y
Pr
o
g
r
a
m
T
h
r
i
f
t
S
h
o
p
Ma
n
a
g
e
m
e
n
t
an
d
G
e
n
e
r
a
l
T
o
t
a
l
Gr
a
n
t
s
a
n
d
a
s
s
i
s
t
a
n
c
e
-
$
3
1
8
,
3
1
8
$
2
,
0
8
6
$
-
$
-
$
3
2
0
,
4
0
4
$
Di
r
e
c
t
p
r
o
g
r
a
m
e
x
p
e
n
s
e
s
1
0
9
,
5
6
5
1
5
,
0
9
0
3
3
,
0
0
6
1
5
,
6
4
9
4
6
9
1
7
3
,
7
7
9
Sa
l
a
r
i
e
s
a
n
d
w
a
g
e
s
2
4
6
,
4
2
3
1
3
3
,
0
4
1
1
1
4
,
3
0
3
3
5
5
,
8
3
1
1
8
7
,
9
8
4
1
,
0
3
7
,
5
8
2
Pa
y
r
o
l
l
t
a
x
e
s
1
9
,
8
3
0
1
0
,
7
0
6
9
,
1
9
8
2
8
,
6
3
5
1
5
,
1
2
8
8
3
,
4
9
7
Pr
o
f
e
s
s
i
o
n
a
l
f
e
e
s
3
,
2
4
0
-
-
1
,
1
8
5
3
6
,
9
3
6
4
1
,
3
6
1
Pr
o
m
o
t
i
o
n
a
n
d
m
a
r
k
e
t
i
n
g
-
-
-
1
,
7
6
1
7
9
3
2
,
5
5
4
Of
f
i
c
e
e
x
p
e
n
s
e
s
1
5
,
5
7
8
2
,
6
2
2
1
,
9
9
0
2
0
,
6
9
3
5
6
,
0
2
7
9
6
,
9
1
0
In
f
o
r
m
a
t
i
o
n
t
e
c
h
n
o
l
o
g
y
-
-
-
-
7
,
6
0
1
7
,
6
0
1
Oc
c
u
p
a
n
c
y
4
1
,
5
9
9
-
7
3
,
5
8
9
2
3
0
,
8
6
4
1
6
2
,
1
1
0
5
0
8
,
1
6
2
Tr
a
v
e
l
5
9
,
5
5
8
1
,
5
2
8
-
1
0
,
5
8
9
1
,
9
0
4
7
3
,
5
7
9
De
p
r
e
c
i
a
t
i
o
n
7
6
,
4
5
3
4
3
4
5
,
4
6
1
6
,
1
1
3
1
,
0
2
5
1
2
9
,
0
9
5
In
s
u
r
a
n
c
e
3
5
,
9
4
0
1
,
3
3
5
1
,
3
3
5
2
5
,
1
6
2
4
5
,
7
1
2
1
0
9
,
4
8
4
Ch
a
r
i
t
a
b
l
e
I
n
-
k
i
n
d
3
,
8
3
1
,
0
4
9
-
1
,
8
2
0
4
8
4
,
0
9
6
4
,
3
1
6
,
9
6
5
Eq
u
i
p
m
e
n
t
r
e
n
t
a
l
6
,
9
4
2
-
5
9
9
1
,
3
1
8
4
8
,
6
5
5
5
7
,
5
1
4
Su
p
p
l
i
e
s
8
3
,
7
6
5
-
3
,
2
9
7
8
,
9
1
0
2
,
8
6
5
9
8
,
8
3
7
Fu
n
d
r
a
i
s
i
n
g
-
-
-
-
1
,
6
6
2
1
,
6
6
2
Mi
s
c
e
l
l
a
n
e
o
u
s
-
-
-
-
1
5
,
5
2
6
1
5
,
5
2
6
To
t
a
l
E
x
p
e
n
s
e
s
4,
5
2
9
,
9
4
2
$
4
8
2
,
6
8
3
$
2
8
6
,
6
8
4
$
1
,
1
9
0
,
8
0
6
$
5
8
4
,
3
9
7
$
7
,
0
7
4
,
5
1
2
$
TH
E
B
R
O
T
H
E
R
B
E
N
N
O
F
O
U
N
D
A
T
I
O
N
, I
N
C
.
ST
A
T
E
M
E
N
T
O
F
F
U
N
C
T
I
O
N
A
L
E
X
P
E
N
S
E
S
Fo
r
t
h
e
Y
e
a
r
E
n
d
e
d
J
u
l
y
3
1
, 2
0
2
3
Pr
o
g
r
a
m
S
e
r
v
i
c
e
s
Th
e
a
c
c
o
m
p
a
n
y
i
n
g
n
o
t
e
s
a
r
e
a
n
i
n
t
e
g
r
a
l
p
a
r
t
o
f
t
h
e
f
i
n
a
n
c
i
a
l
s
t
a
t
e
m
e
n
t
s
.
5
March 25, 2025 Item #12 Page 555 of 578
2023
Cash Flows From Operating Activities
Change in net assets 165,989$
Adjustments to reconcile change in net assets to net cash from
operating activities:
Depreciation 129,095
Loss on disposal of fixed assets 14,075
Contributed securities (4,781)
Proceeds from sale of contributed securities 6,259
Realized gain on contributed securities (1,478)
Realized and unrealized gains (loss) on investments (7,531)
Donated resale inventory (4,798)
Changes in operating assets and liabilities
Accounts receivable 33,807
Grant receivables (256,672)
Other receivables 28,029
Prepaid expenses and other assets 700
Accounts payable and accrued expenses 283,345
Deferred revenue (8,626)
Operating lease obligations 3,261
Net Cash Used by Operating Activities 380,674
Cash Flows From Investing Activities
Purchases of property and equipment (558,039)
Proceeds from sales of investments 166,602
Purchases of investments (1,512,000)
Net Cash Used By Investing Activities (1,903,437)
Net Change in Cash (1,522,763)
Cash, Beginning 2,147,357
Cash, Ending 624,594$
THE BROTHER BENNO FOUNDATION, INC.
STATEMENT OF CASH FLOWS
For the Year Ended July 31, 2023
The accompanying notes are an integral part of the financial statements.
6March 25, 2025 Item #12 Page 556 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
7
NOTE 1. ORGANIZATION
The Brother Benno Foundation, Inc. (the Foundation) was organized as a California nonprofit public benefit
corporation in 1983 to provide assistance to the poor and needy in North San Diego County through
congregate feeding, distribution of food, clothing, and offering temporary shelter, counseling, training, and
support services to persons in substance-abuse programs. The Foundation is supported through donor
contributions in addition to private and government grants.
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Financial Statement Presentation
The financial statements of the Foundation have been prepared on the accrual basis in accordance with
accounting principles generally accepted in the United States of America. The financial statements are
presented in accordance with Financial Accounting Standards Board (FASB) Accounting Standards
Codification (ASC) 958 dated August 2016, and the provisions of the American Institute of Certified Public
Accountants (AICPA) Audit and Accounting Guide for Not-for-Profit Organizations (the Guide).
Under the provisions of the Guide, net assets and revenues, and gains and losses are classified based on the
existence or absence of donor-imposed restrictions. Accordingly, the net assets of the Foundation and changes
therein are classified as follows:
Net assets without donor restrictions: Net assets that are not subject to donor-imposed restrictions and
may be expended for any purpose in performing the primary objectives of the Foundation. the
Foundation’s board may designate assets without restrictions for specific operational purposes from
time to time.
Net assets with donor restrictions: Net assets subject to stipulations imposed by donors and grantors.
Some donor restrictions are temporary in nature; those restrictions will be met by actions of the
Foundation or by the passage of time. Other donor restrictions may be perpetual in nature, whereby
the donor has stipulated the funds be maintained in perpetuity.
Donor restricted contributions are reported as increases in net assets with donor restrictions. When a
restriction expires, net assets are reclassified from net assets with donor restrictions to net assets
without donor restrictions in the statement of activities.
Measure of Operations
The statement of activities reports all changes in net assets, including changes in net assets from operating and
nonoperating activities. Operating activities consist of those items attributable to the Foundation’s ongoing
services and investment income. Nonoperating activities are limited to other activities considered to be of a
more unusual or nonrecurring nature.
March 25, 2025 Item #12 Page 557 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
8
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Use of Estimates
The preparation of financial statements in conformity with accounting principles generally accepted in the
United States of America requires management to make estimates and assumptions that affect the reported
amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial
statements and reported amounts of revenues and expenses during the reporting period. Accordingly, actual
results could differ from those estimates.
Fair Value Measurements
Fair value is defined as the exchange price that would be received for an asset or paid for a liability in the
principal or most advantageous market. the Foundation applies fair value measurement to assets and liabilities
that are required to be recorded at fair value under generally accepted accounting principles.
FASB ASC 820 establishes a three-tier hierarchy which requires an entity to maximize the use of observable
inputs and minimize the use of unobservable inputs and to establish the classification of fair value
measurement for disclosure purposes. Inputs refer broadly to the assumptions that market participants would
use in pricing the asset or liability developed based on market data obtained from sources independent of the
reporting entity. Unobservable inputs are inputs that reflect the reporting entity’s own assumptions about the
assumptions market participants would use in pricing the asset or liability developed based on the best
information available.
The standard describes a three-tier hierarchy of inputs that may be used to measure fair value:
Level 1 - Inputs to the valuation methodology are quoted prices (unadjusted) for identical assets or
liabilities in active markets.
Level 2 - Inputs to the valuation methodology include quoted prices for similar assets or liabilities in
active markets, and inputs that are observable for the asset or liability, either directly or indirectly, for
substantially the same term of the financial instrument.
Level 3 - Inputs to the valuation methodology are unobservable and significant to the fair value
measurement.
A financial instrument’s categorization within the valuation hierarchy is based upon the lowest level of input
that is significant to the fair value measurement.
Due to the short-term nature of cash, accounts receivable, other assets, accounts payable and accrued
expenses, fair value approximates carrying value.
March 25, 2025 Item #12 Page 558 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
9
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Accounting Pronouncements Recently Adopted
Accounting Standards Update (ASU) 2016-02, Leases
In February 2016, the FASB issued ASU 2016-02, Leases (ASC Topic 842) to increase transparency and
comparability among organizations related to their leasing arrangements. The update requires lessees to
recognize most leases on their statements of financial position as a right-of-use (ROU) asset representing the
right to use an underlying asset and a lease liability representing the obligation to make lease payments over
the lease term, measured on a discounted basis. Topic 842 also requires additional disclosure of key
quantitative and qualitative information for leasing arrangements. Similar to the previous lease guidance, the
update retains a distinction between finance leases (similar to capital leases in Topic 840, Leases) and
operating leases, with classification affecting the pattern of expense recognition in the statements of activities.
The Foundation adopted ASU-2016-02 effective August 1, 2022. Under ASU 2016-02, the Foundation has
elected to implement the certain practical expedients as follows:
The accounting policy election to account for lease and non-lease components in its contracts as a
single lease component for its real estate, vehicle, and equipment asset classes. The non-lease
components typically represent additional services transferred to the Foundation, such as common
area maintenance for real estate, which are variable in nature and recorded in variable lease expense
in the period incurred.
The short-term lease exception in which lessees may elect to not apply the lease accounting guidance
for short-term leases. A short-term lease is a lease that, at the commencement date, has a lease term
of twelve months or less and does not include an option to purchase the underlying asset that the lessee
is reasonably certain to exercise.
The accounting policy election for all leases, which permits a non-public business entity lessee to use
a risk-free discount rate for the lease, determined using a periodic comparable with that of the lease
term.
Accounting Pronouncements Not Yet Adopted
Accounting Standards Update 2016-13: Financial Instruments – Credit Losses (Topic 326)
In June 2016, the FASB issued ASU 2016-13, Financial Instruments – Credit Losses (ASC Topic 326) that
provides guidance on how to measure and report credit losses for financial instruments. The effective date for
ASU 2016-13 depends on whether an entity has already adopted the amendments in Update 2016-13, which
was issued in January 2019. For entities that have already adopted ASU 2016-13, the amendments in ASU
2022-02, which was issued in November 2023, are effective for fiscal years beginning after December 15, 2022,
including interim periods within those fiscal years.
March 25, 2025 Item #12 Page 559 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
10
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Accounting Standards Update 2016-13: Financial Instruments – Credit Losses (Topic 326) (continued)
ASU 2016-13 replaces the incurred loss methodology with the current expected credit loss (CECL) model.
Under the CECL model, management must also consider current conditions and reasonable and supportable
forecasts of future events and circumstances, in addition to experience, to estimate expected credit losses for
certain financial assets, including:
Financing receivables (loans, for example)
Held-to-maturity debt securities (available-for-sale debt securities guidance has been amended
separately and there is no change to the accounting for trading debt securities)
Receivables that result from revenue transactions (trade receivables)
Lease receivables recognized by a lessor
Financial assets excluded from the scope of ASU 2016-13 include:
Promises to give (pledges) of nonprofit entities
Loans and receivables between entities under common control
Defined contribution employee benefit plan loans
ASU 2016-13 provides no threshold for recognition of an impairment allowance. Therefore, organizations
must also measure expected credit losses on assets that have a low risk of loss. As a result, trade receivables
that are either current or not yet due (which may not require an allowance reserve under current GAAP) may
have an allowance for expected credit losses under ASU 2016-13.
The CECL model allows management to select the most appropriate method for estimating its expected credit
losses based on the nature of their organization’s financial assets. Common methods for estimating expected
credit losses include the loss rate method, discounted cash flow method, and probability of default method.
Credit impairment will be recognized as an allowance for credit losses, rather than as a direct write-down of
the financial asset.
The Foundation will adopt ASU 2016-13 effective August 1, 2023. Management is currently evaluating the
effect of the adoption of ASU 2016-13 on the financial statements. The effect will largely depend on the
composition of the Foundation’s financial assets subject to CECL and the economic conditions at the time of
adoption.
Cash and Cash Equivalents
Cash and cash equivalents consist of short-term, highly liquid investments with an initial maturity of three
months or less. The carrying value of cash and cash equivalents approximates fair value because of the short
maturities of those financial instruments.
March 25, 2025 Item #12 Page 560 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
11
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Grants Receivables
Grants receivables consist primarily of amounts due from private and governmental agencies. All such
receivables are stated at the amount management expects to collect.
Investments
The Foundation accounts for investments in accordance with FASB ASC 958-320, Accounting for Certain
Investments Held By Not-for-Profit Organizations. Investments are carried at fair market value in the
statement of financial position. Investment return (including realized and unrealized gains and losses on
investments, interest and dividends, and investment expense) is included in the change in net assets without
donor restriction unless restricted by donor or law. Investment return on net assets with donor restriction is
reported as an increase in net assets without donor restriction if the asset restriction expires in the reporting
period in which the income is recognized. All other restricted investment returns are reported as an increase
in net assets with donor restriction, depending on the nature of the restriction.
Endowments
The Foundation records endowments in accordance with the Uniform Prudent Management of Institutional
Funds Act of 2006 (UPMIFA). UPMIFA is a model act approved by the Uniform Law Commission that
serves as a guideline for states to use in enacting legislation. FASB accounting standards require additional
disclosures about an organization's endowment funds (both donor-restricted and board designated
endowment funds), whether or not the organization is subject to UPMIFA. The standard also requires
classifying the portion of a donor-restricted endowment that is not classified as restricted in perpetuity as
subject to time restriction until appropriated for expenditure.
Property and Equipment
The Foundation capitalizes property and equipment at cost, while donations of property and equipment are
recorded at their estimated fair values. Such donations are reported as without donor restrictions unless the
donor has restricted the donated asset to a specific purpose. Assets donated with explicit restrictions regarding
their use and contributions of cash that must be used to acquire property and equipment are reported as with
donor restrictions.
Absent donor stipulations regarding how long those donated assets must be maintained, the Foundation
reports expirations of donor restrictions when the donated or acquired assets are placed in service as instructed
by the donor. The Foundation reclassifies net assets with donor restrictions to net assets without donor
restrictions at that time.
Depreciation is computed using the straight-line method over the estimated useful lives of the assets.
Maintenance, repairs, and minor renewals are charged to operations as incurred. When assets are retired or
otherwise disposed of, the cost and the related accumulated depreciation are removed from the accounts and
any resulting gain or loss is recognized in income for the period.
March 25, 2025 Item #12 Page 561 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
12
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Leases
The Foundation determines if an arrangement contains a lease at inception, which is the date on which the
terms of the contract are agreed to, and the agreement creates enforceable rights and obligations. A contract
contains a lease when (i) explicitly or implicitly identified assets have been deployed in the contract and (ii)
the organization obtains substantially all of the economic benefits from the use of that underlying asset and
directs how and for what purpose the asset is used during the term of the contract. The Foundation also
considers whether its service arrangements include the right to control the use of an asset.
The Foundation’s right-of-use assets represent the right to use the underlying assets for the lease term and the
lease liabilities represent the Foundation’s obligation to make lease payments arising from the leases. The
lease commencement date is when the asset is available for use and in possession of the Foundation. Right-
of-use assets and lease liabilities are recognized at commencement date based on the present value of lease
payments over the lease term.
The Foundation recognizes payments for certain leases as expense when incurred including short-term leases
with a lease term of 12 months or less and leases with future lease payments that are not considered material
to the financial statements. These leases are not included as lease liabilities or right-of-use assets on the
statement of financial position.
Future lease payments may include fixed rent escalation clauses or payments that depend on an index (such
as the consumer price index), which is initially measured using the index or rate at lease commencement.
Subsequent changes of the index and other periodic market-rate adjustments to base rent are recorded in
variable lease expense in the period incurred. Residual value guarantees or payments for terminating the lease
are included in the lease payments only when it is probable they will be incurred. The value of an option to
extend or terminate a lease is reflected to the extent it is reasonably certain management will exercise that
option. For lease agreements entered into or modified after the adoption of ASC 842, lease and non-lease
components are combined.
Finance lease assets (previously referred to as a capital lease before the adoption of ASU 2016-02) are
depreciated on a straight-line basis over the lease term and are reported net on the statement of financial
position. Interest expense associated with finance leases is recorded based on the incremental borrowing rate.
Revenue
Revenue from Contracts with Customers
The Foundation recognizes revenue in accordance with ASU 2014-09, Revenue from Contracts with
Customers (ASC Topic 606). Topic 606 applies to exchange transactions with customers that are bound by
contracts or similar arrangements and establishes a performance obligation approach to revenue recognition.
The Foundation generally measures revenue based on the amount of consideration the Foundation expects
to be entitled for the transfer of goods to a customer, then recognizes this revenue when the Foundation
satisfies its performance obligations.
March 25, 2025 Item #12 Page 562 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
13
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Revenue (continued)
Revenue from Contracts with Customers (continued)
The Foundation evaluates its revenue contracts with customers based on the five-step model under Topic 606:
(1) identify the contract with the customer; (2) identify the performance obligations in the contract; (3)
determine the transaction price; (4) allocate the transaction price to separate performance obligations; and (5)
recognize revenue when (or as) each performance obligation is satisfied.
The Foundation has determined that thrift shop sales represent exchange transactions that must be recognized
under ASC 606. The Foundation recognizes thrift shop sales at a point in time when the sale occurs and there
is a transfer of goods to the customer. The Foundation has no further performance obligations related to sales
and there are no additional services required by the Foundation.
Special Events
Special event revenues received are not recognized until the revenue is earned, which is at the time of the
event or when the services are provided, and the Foundation does not believe it is required to provide
additional goods or services to fulfill its related performance obligation. The recognition of revenue is
conditional on the event taking place, as this is the point in time when the performance obligation of hosting
the event occurs.
The Foundation records special event revenue equal to contribution revenue less the cost of direct benefits to
donors which is included in special event revenue on the statement of activities and changes in net assets.
Program Revenue
Program revenue comprises rental income revenue from graduates of the recovery and sober living programs.
Rental income is recognized in the month earned.
Government Grants and Assistance
The Foundation receives direct government grants and pass-through funding from various non-profit
organizations that are subrecipients of state funded and federal funding sources. As the beneficiary of the
Foundation’s programs receive the benefit, these transactions are determined not to be exchange transactions.
Contributions and Support
The Foundation recognizes revenue from contributions, including grants, in accordance with ASU 2018-08,
Not-For-Profit Entities (ASC Topic 958): Clarifying the Scope and the Accounting Guidance for
Contributions Received and Contributions Made. In accordance with Topic 958, the Foundation evaluates
whether a transfer of assets is (i) an exchange transaction in which a resource provider is receiving
commensurate value in return for the resources transferred or (ii) a contribution.
March 25, 2025 Item #12 Page 563 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
14
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Revenue (continued)
Contributions and Support (continued)
If the transfer of assets is determined to be an exchange transaction, the Foundation applies guidance under
Topic 606, discussed above. If the transfer of assets is determined to be a contribution, the Foundation
evaluates whether the contribution is conditional based upon whether the agreement includes both (1) one or
more barriers that must be overcome before the Foundation is entitled to the assets transferred and promised
and (2) a right of return of assets transferred or a right of release of a promisor’s obligation to transfer assets.
Contributions, including unconditional promises to give, are recognized as revenues in the period in which
they are received. Unconditional promises are recognized at the estimated present value of future cash flows,
discounted at a risk adjusted rate. Conditional promises to give are recognized when the conditions are met.
Amortization of the discount is recorded as additional contribution revenue. An allowance for uncollectible
contributions receivable is provided based upon management’s judgment, including such factors as prior
giving history, type of contribution, collection risk, and nature of fund-raising activity.
Contributed revenue may include gifts of cash or promises to give. Contributions and grants are recognized
as revenues in the period received and are recorded as net assets without donor restrictions or net assets with
donor restrictions, depending on the existence and/or nature of any donor-imposed restrictions. When a
restriction expires (that is, when a stipulated time restriction ends, or purpose restriction is accomplished), net
assets with donor restrictions are reclassified to net assets without donor restrictions and reported in the
statement of activities as net assets released from restrictions.
Conditional contributions and grants are not recognized until they become unconditional, that is, at the time
when the conditions are substantially met. A contribution is considered to be a conditional contribution if an
agreement includes a barrier that must be overcome and either a right of return of assets or a right of release
of a promise to transfer assets exists. Indicators of a barrier include a measurable performance-related barrier
or other measurable barriers, a stipulation that limits discretion by the recipient on the conduct of an activity,
and stipulations that are related to the purpose of the agreement.
Contributed Nonfinancial Assets
Contributed nonfinancial assets (in-kind) are recorded as support in the statement of activities. Such
contributions are reported as support without donor restrictions unless the donor has restricted the donated
asset to a specific purpose. The Foundation’s policy is to use contributed nonfinancial assets for programmatic
or other purposes unless the assets have no utility consistent with the Foundation’s mission. In those instances,
the assets would be monetized. (See additional disclosures in Note 9)
Contributed Services
The Foundation utilizes the services of volunteers throughout the year that perform a variety of tasks that
assist the Foundation with various programs. This contribution of services by the volunteers is not recognized
in the financial statements unless the services received (a) create or enhance nonfinancial assets or (b) require
specialized skills which are provided by individuals possessing those skills and would typically need to be
purchased if not provided by donation. Services that do not meet the criteria for recognition as a contribution
are not reflected in the financial statements.
March 25, 2025 Item #12 Page 564 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
15
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Functional Expenses
It is the policy of the Foundation to ensure all expenses incurred are consistently and appropriately designated
to their functional expense categories (program services and management) to allow for an accurate
representation of the true program costs of the Foundation.
Functional expenses are allocated as follows:
Direct Expense
Direct expenses relate to one classification and can be directly charged as incurred.
Shared Direct Expense
Shared direct expenses are those that are incurred in support of program work and can be allocated.
Examples of shared direct expenses include occupancy, information technology, office expenses,
insurance, etc.
Indirect Expense
Indirect expenses are only those expenses that are administrative in function.
Allocation Basis – Payroll
The method of allocating costs for payroll is by the use of time studies. Employees document how
time was being spent over a time period to determine, on average, where the employee is spending
their time, whether it be program, management or fundraising.
Expense Allocation Process
Program: Costs that result in the Foundation fulfilling its mission.
Management: Costs necessary for the operations of the Foundation that are not identifiable with
a specific program or fundraising.
This allocation process achieves a complete distribution of expenses to program areas and provides the
Foundation with an accurate understanding of true program costs.
Income Taxes
The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and
Section 23701(d) of the California Revenue and Taxation Code. The Foundation has been determined by the
Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Internal
Revenue Code. Income generated from activities unrelated to the Foundation’s exempt purpose is subject to
tax under IRC Section 511. The Foundation did not have any unrelated business income for the year ended
July 31, 2023 and, therefore, no provision for income taxes has been made.
March 25, 2025 Item #12 Page 565 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
16
NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued)
Income Taxes (continued)
The Foundation follows the provision of uncertain tax positions as addressed in FASB Accounting Standards
Codification. The Foundation recognizes accrued interest and penalties associated with uncertain tax
positions as part of the income tax provision, when applicable. The Foundation believes that it has taken no
significant uncertain tax positions for the year ended July 31, 2023. Management believes the Foundation is
no longer subject to income tax examinations by applicable taxing jurisdictions for the years prior to July 31,
2019.
Advertising
The Foundation expenses the cost of advertising as incurred. Advertising expense for the year ended July 31,
2023 was $2,554.
Going Concern Evaluation
Management evaluates whether there are conditions or events that raise substantial doubt about the entity’s
ability to continue as a going concern for a period of one year from the date the financial statements are
available to be issued.
NOTE 3. AVAILABILITY AND LIQUIDITY
The following represents the Foundation’s financial assets, reduced by amounts not available for general use,
are as follows as of July 31:
Cash $ 624,594
Investments 1,502,927
Total financial assets 2,127,521
Less amounts not available to be used within one year:
Restricted by donor with purpose restrictions 133,089
Restricted by donor with time restrictions held in endowment
funds 3,336
Portion of donor-restricted endowment to be retained in
perpetuity 503,000
Financial assets available to meet general expenditures over the
next twelve months $ 1,488,096
The Foundation regularly monitors liquidity required to meet its annual operating needs and other contractual
commitments, while also striving to preserve the principal and return on the investment of its funds. The
Foundation has various sources of liquidity at its disposal, including cash and investments, which are available
for general expenditures, liabilities and other obligations as they come due.
March 25, 2025 Item #12 Page 566 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
17
NOTE 3. AVAILABILITY AND LIQUIDITY (continued)
Management is focused on sustaining the financial liquidity of the Foundation throughout the year. As a
result, management is aware of the cyclical nature of the Foundation’s cash flow related to the Foundation’s
various funding sources and is therefore able to manage the cash available to meet current liquidity needs.
To help manage unanticipated liquidity needs, the Foundation can liquidate investments without donor
restrictions totaling approximately $997,018 at any time.
NOTE 4. CONCENTRATION OF CREDIT RISK
Cash
Financial instruments that potentially subject the Foundation to significant concentrations of credit risk
consist principally of cash. The Foundation maintains its cash in bank deposit accounts that are insured by
the Federal Deposit Insurance Corporation (FDIC) and the National Credit Union Association (NCUA) up
to a limit of $250,000 per depositor, respectively. As of July 31, 2023, $368,390 exceeded the FDIC or NCUA
limit of $250,000.
Risks and Uncertainties
The Foundation is invested in a variety of investments. Investment securities, in general, are exposed to
various risks, such as interest rate, credit, and overall market volatility risks. Due to the level of risk associated
with certain investment securities, it is reasonably possible that changes in the values of investment securities
will occur in the near term and that such changes could materially affect the amounts reported in the statement
of financial position.
NOTE 5. FAIR VALUE MEASUREMENTS
The Foundation’s investments consist of brokered certificates of deposit (CD) maturing within one to two
years from July 31, 2023 and are stated at fair value based on quoted prices in active markets (all Level 1
measurements). The CDs are held by Royal Bank of Canada and Edwards Jones and insured by the FDIC.
The following table represents the financial instruments carried at fair value as of July 31, 2023:
Investments, current
Fixed income CD’s $ 599,552
Investments, non-current
Fixed income CD’s 397,466
Total investments $ 997,018
Cost
Fair Value
Unrealized
Appreciation
(Depreciation)
Fixed income CD’s $ 1,007,288 $ 1,004,306 $ (2,982)
March 25, 2025 Item #12 Page 567 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
18
NOTE 6. PROPERTY AND EQUIPMENT
Property and equipment consist of the following as of July 31:
Buildings and leasehold improvements $ 3,106,479
Equipment, furniture and fixtures 324,740
Automobiles 339,521
Other 15,265
3,786,005
Less accumulated depreciation 1,813,084
1,914,365
Construction in progress 377,149
Land 1,376,759
$ 3,726,829
Depreciation expense for the year ended July 31, 2023 was $129,095.
NOTE 7. COMPENSATED ABSENCES
Compensated absences for sick pay and personal time have not been accrued since they cannot be reasonably
estimated. The Foundation’s policy is to recognize these costs when actually paid.
NOTE 8. ACCOUNTS PAYABLE AND ACCRUED EXPENSES
Accounts payable and accrued expenses consist of the following as of July 31, 2023:
Accounts payable $ 414,711
Accrued payroll expenses 55,275
Accrued expenses 14,873
Miscellaneous other payables 5,069
Total accounts payable and accrued expenses $ 491,986
March 25, 2025 Item #12 Page 568 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
19
NOTE 9. CONTRIBUTED NONFINANCIAL ASSETS
Revenues from contributions of nonfinancial assets recognized within the statement of activities were as
follows for the year ended July 31, 2023:
All gifts are recognized in accordance with donor restrictions, when applicable. Unless otherwise noted,
contributed nonfinancial assets did not have donor-imposed restrictions. The Foundation did not sell
contributed nonfinancial assets and utilized them in program use.
NOTE 10. OPERATING LEASE
The Foundation leases space for its thrift shop and administrative office space under operating lease
agreements expiring on various dates through January 2027. Base monthly rental payments are $16,230. The
lease agreements do not contain any material residual value guarantees.
The Foundation has elected the practical expedient to account for the lease and non-lease components as a
single lease component (e.g. maintenance and operating services). Therefore, the lease payments used to
measure the lease liability include all of the fixed consideration in the contract. All variable payments not
based on a market rate or an index are expensed as incurred.
The Foundation determines if an arrangement is or contains a lease at contract inception. The Foundation
recognizes a right-of-use asset and a lease liability at the lease commencement date. The lease liability is
initially measured at the present value of the unpaid lease payments at the lease commencement date. Key
estimates and judgments include how the Foundation determines the discount rate, the lease term, and the
lease payments. When the discount rate implicit in a lease is not readily determinable, the Foundation
calculates the lease liability using the risk-free rate commensurate with the term of the lease.
The following summarizes the operating and finance right-of-use assets as of July 31, 2023:
Operating lease, right-of-use asset $ 787,266
Accumulated amortization (227,840)
$ 559,426
Nonfinancial Asset 2023 2022
Usage in
programs/
activities
Donor
imposed
restrictions
Fair value
techniques and
inputs
Food $ 3,703,036 $ 2,628,584
Poor and
homeless None
Clothing, household
and other 613,929 118,684
Poor and
homeless None Thrift shop value
Total $ 4,316,965 $ 2,747,278
March 25, 2025 Item #12 Page 569 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
20
NOTE 10. OPERATING LEASE (CONTINUED)
The amounts due on operating lease liabilities are as follows as of July 31, 2023:
Year Ending
July 31,
2024 $ 174,029
2025 174,717
2026 155,035
2027 75,537
2028 -
Thereafter -
Total lease payments 579,318
Less amount representing imputed interest (16,631)
Present value of lease liability $ 562,687
Right-of-use operating lease cost was $190,553 for the year ended July 31, 2023 and is included with
occupancy expenses in the statement of functional expenses.
Supplemental statement of financial position information related to leases is as follows for the year ended July
31, 2023:
Weighted average remaining lease term – operating lease 2.84 years
Weighted average discount rate – operating lease 2.94%
NOTE 11. ENDOWMENT
The Foundation's endowment contains donor-restricted endowment funds. As required by generally accepted
accounting principles, net assets associated with endowment funds are classified and reported based on the
existence or absence of donor-imposed restrictions.
The Board of Directors of the Foundation has identified a donor-imposed requirement to preserve the fair
value of the original donation as of the date of the donations. As a result, the Foundation classifies as
permanently restricted net assets (a) the original value of gifts donated to the permanent endowment, (b) the
original value of subsequent gifts to the permanent endowment, and (c) accumulations to the permanent
endowment made in accordance with the direction of the applicable donor gift instrument at the time the
accumulation is added to the fund.
The remaining portion of the donor-restricted endowment fund that is not classified in permanently restricted
net assets is classified as temporarily restricted net assets until those amounts are appropriated for expenditure
by the Foundation in a manner that is consistent with the standard of prudence prescribed by UPMIFA.
March 25, 2025 Item #12 Page 570 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
21
NOTE 11. ENDOWMENT (continued)
In accordance with UPMIFA, the Foundation considers the following factors in making a determination to
appropriate or accumulate donor-restricted endowment funds:
1) The duration and preservation of the fund
2) The purposes of the Foundation and the donor-restricted endowment fund
3) General economic conditions
4) The possible effect of inflation and deflation
5) The expected total return from income and the appreciation of investments
6) Other resources of the Foundation
7) The investment policies of the Foundation
The endowment net assets composition by type of fund consists of the following as of July 31, 2023:
Donor-restricted endowment funds $ 506,336
Changes in endowment net assets consist of the following as of July 31, 2023:
Endowment net assets, beginning of year $ 552,503
Investment income 3,333
Appropriated for expenditure (49,500)
Endowment net assets, end of year $ 506,336
The following reflects the Foundation’s endowment net asset composition by fund type as of July 31, 2023:
Original donor-restricted gift amounts required to be maintained in perpetuity:
Total original gift amounts $ 503,000
Portion of perpetual endowment funds subject to a time
restriction under UPMIFA without purpose restriction
3,336
Total endowment funds classified as net assets with
donor restrictions
$
506.336
Funds with Deficiencies
From time to time, the fair value of assets associated with individual donor-restricted endowment funds may
fall below the level that the donor or UPMIFA requires the Foundation to retain as a fund of perpetual
duration. In accordance with generally accepted accounting principles, a deficiency of this nature is reported
as unrestricted net assets. There were no such deficiencies as of July 31, 2023.
March 25, 2025 Item #12 Page 571 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
22
NOTE 11. ENDOWMENT (continued)
Return Objectives and Risk Parameters
The Foundation has adopted investment and spending policies for endowment assets that attempt to provide
funding for the operating expenses of programs supported by its endowment. In order to meet this objective,
the endowment investment portfolio is structured to achieve a compounded annual return commensurate with
the portfolio's market-related index. The market-related index is made up of broad indices that are
representative of the asset classes in which the portfolio is invested and is weighted in the same percentages
as the portfolio weightings of these asset classes.
NOTE 12. RESTRICTIONS ON NET ASSETS
Net assets with donor restrictions were available for the following as of July 31, 2023:
Purpose restricted:
Essential services $ 27,979
Outreach 13,208
Recovery 16,995
Golf tournament 37,600
Other programs 31,351
Time restricted:
Available for appropriation from endowment funds 3,336
Permanent endowments:
Corpus value 503,000
Total net assets with donor restrictions $ 633,469
Net assets released from net assets with donor restrictions are as follows:
Satisfaction of purpose restrictions $ 555,056
Appropriation for expenditure 49,500
$ 604,556
NOTE 13. SPLIT-INTEREST GIFTS
The Foundation is a beneficiary of a split-interest irrevocable charitable remainder trust which was created in
1993. Upon termination of the trust, the Foundation will receive 33.33% of the assets remaining in the trust.
The trust fund is held by others and the present value of the estimated future amount to be received from the
trust is not estimable therefore the investment has not been recorded.
March 25, 2025 Item #12 Page 572 of 578
THE BROTHER BENNO FOUNDATION, INC.
NOTES TO THE FINANCIAL STATEMENTS
For the Year Ended July 31, 2023
23
NOTE 14. CONTINGENCIES
From time to time, the Foundation is subject to various litigation as a result of its ongoing business activities.
Management believes that the outcome of any such litigation will not have a material adverse effect on the
Foundation's statement of financial position, results of operations, or liquidity.
NOTE 15. SUBSEQUENT EVENTS
The Foundation has evaluated subsequent events through October 10, 2024 the date which the financial
statements were available to be issued.
On May 15, 2024, the Board of Directors authorized a change in the fiscal year-end to June 30. The new
fiscal year-end was effective beginning June 30, 2024.
March 25, 2025 Item #12 Page 573 of 578
Executive Summary
The Brother Benno Foundation, Inc. requests Community Development Block Grant (CDBG) funds from the City of Carlsbad to meet the critical needs of low-income Carlsbad residents. Total funding in the amount of $29,000 is requested to support the rental and utility assistance
program.
Rental and Utility Assistance Program The rental and utility assistance program aids households at risk of being evicted and facing disconnection of utility services. This program provides direct financial assistance for overdue
rent, rental deposits, and utility payments, helping recipients maintain safe, stable housing and
uninterrupted utility services during times of financial crisis. The program is designed to address the urgent needs of vulnerable populations, including families with children, seniors on fixed incomes, individuals with disabilities, and households facing sudden financial hardships. This program is established and ongoing and has a total budget of $482,230.
Through collaboration with government agencies and nonprofit organizations, the rental and utility assistance program ensures a cohesive, community-wide response to housing insecurity. By leveraging existing partnerships, we aim to maximize resources, and create pathways toward self-sufficiency for those in need.
Key staff include the Outreach Service’s Manager, Darryl Harris, who will meet with guests to assist rental and utility assistance applications and approve assistance.
Program Goals
The goals of the rental and utility assistance program are to prevent eviction and homelessness
and ensure utility services by assisting at least twenty Carlsbad households. Additional goals include connecting recipients to other supportive service provides to address the root cause of financial instability.
Outcomes With the requested funding, the rental and utility assistance program will achieve measurable outcomes, including reduced eviction rates, increased housing stability, and improved financial resilience among recipients. By addressing immediate financial needs and providing pathways to sustainable independence, the program will have a lasting impact on individuals, families, and
the broader community.
March 25, 2025 Item #12 Page 574 of 578
Conclusion Investing in the Rental and Utility Assistance Program is an investment in the well-being and stability of our community. We are committed to utilizing the requested funding responsibly and efficiently to ensure that no family is forced to choose between shelter, utilities, and other basic
necessities. With your support, we can make a meaningful difference in the lives of those most in need, breaking the cycle of poverty and fostering hope for a brighter future. Thank you for considering this request to support our efforts to combat housing and utility insecurity in our community.
We appreciate your efforts to review our application and are available to answer any questions.
Sincerely,
Paul “Mac” McNamara Executive Director
March 25, 2025 Item #12 Page 575 of 578
BR
O
T
H
E
R
B
E
N
N
O
F
O
U
N
D
A
T
I
O
N
Or
g
a
n
i
z
a
t
i
o
n
a
l
C
h
a
r
t
Bo
a
r
d
o
f
D
i
r
e
c
t
o
r
s
Jo
e
M
c
D
e
v
i
t
t
-
Ch
a
i
r
Je
f
f
E
p
p
–
V
i
c
e
C
h
a
i
r
Jo
h
n
L
a
v
e
r
y
-
Tr
e
a
s
u
r
e
r
Ji
m
N
a
p
i
e
r
-
Se
c
r
e
t
a
r
y
Fa
t
h
e
r
C
h
a
r
l
e
s
W
r
i
g
h
t
-
S
p
i
r
i
t
u
a
l
A
d
v
i
s
o
r
He
l
e
n
P
a
r
s
o
n
s
Gr
e
g
g
P
r
a
t
h
e
r
Pe
t
e
r
J
o
y
c
e
Bo
a
r
d
o
f
Di
r
e
c
t
o
r
s
Ce
n
t
e
r
O
p
’
s
Mg
r
.
Ro
b
S
.
Re
c
o
v
e
r
y
P
r
o
g
r
a
m
Mg
r
.
Ji
m
m
y
S
.
De
v
e
l
o
p
m
e
n
t
Ka
t
h
l
e
e
n
D
.
Ad
m
i
n
i
s
t
r
a
t
i
o
n
Mg
r
Di
n
a
M
a
r
i
e
A
.
Fa
c
i
l
i
t
i
e
s
Ro
b
S
.
Ex
e
c
u
t
i
v
e
D
i
r
e
c
t
o
r
Pa
u
l
M
c
N
a
m
a
r
a
Cl
o
t
h
i
n
g
Ma
n
a
g
e
r
Ma
r
i
n
a
P
.
Vo
l
Co
o
r
d
i
n
a
t
o
r
El
i
Su
p
p
o
r
t
Op
e
r
a
t
i
o
n
s
Bo
a
r
d
o
f
D
i
r
e
c
t
o
r
s
Ho
n
o
r
a
r
y
M
e
m
b
e
r
s
Da
n
i
e
l
B
o
o
n
e
Ma
r
y
H
o
l
g
u
i
n
Dr
.
R
i
c
h
a
r
d
S
h
l
e
m
m
e
r
-
H
i
s
t
o
r
i
a
n
Dr
.
P
a
t
r
i
c
k
G
i
l
l
i
g
a
n
An
n
u
a
l
E
v
e
n
t
s
Ad
H
o
c
Co
m
m
i
t
t
e
e
s
Go
l
f
To
u
r
n
a
m
e
n
t
Th
a
n
k
s
g
i
v
i
n
g
Me
a
l
Ch
r
i
s
t
m
a
s
Me
a
l
Ch
r
i
s
t
m
a
s
Pa
r
t
y
March 25, 2025 Item #12 Page 576 of 578
BR
O
T
H
E
R
B
E
N
N
O
F
O
U
N
D
A
T
I
O
N
Or
g
a
n
i
z
a
t
i
o
n
a
l
C
h
a
r
t
Ce
n
t
e
r
O
p
’
s
Mg
r
.
Ro
b
S
.
Re
c
o
v
e
r
y
P
r
o
g
r
a
m
Mg
r
.
Ji
m
m
y
S
.
Co
u
n
s
e
l
o
r
s
St
e
v
e
n
S
.
To
n
i
B
.
Da
v
i
d
M
.
In
t
a
k
e
Ja
n
R
.
Wo
r
k
Pr
o
g
r
a
m
L
e
a
d
Ge
o
f
f
R
.
Ca
s
e
W
o
r
k
e
r
s
De
n
n
i
s
P
.
St
e
v
e
n
J
.
Al
e
x
M
.
Ho
l
l
y
H
.
Ce
n
t
e
r
Cl
o
t
h
i
n
g
Di
s
t
r
i
b
u
t
i
o
n
Ro
n
L
Ki
t
c
h
e
n
Em
i
l
y
H
.
OP
E
N
Ce
n
t
e
r
S
e
c
u
r
i
t
y
Is
a
a
c
R
.
Ha
b
i
b
W
.
Qu
i
n
t
a
r
i
o
J
.
Wa
r
e
h
o
u
s
e
&
Fo
o
d
S
e
r
v
i
c
e
s
Al
e
x
“
K
a
h
u
n
a
”
P.
Cl
o
t
h
i
n
g
Ma
n
a
g
e
r
Ma
r
i
n
a
P
.
Op
e
r
a
t
i
o
n
s
Vo
l
u
n
t
e
e
r
s
In
t
a
k
e
25
t
o
t
a
l
.
Vo
l
u
n
t
e
e
r
s
Se
r
v
Tm
s
-
1
8
Sa
n
d
w
i
c
h
C
r
e
w
-
6
Pr
o
g
r
a
m
Me
m
b
e
r
s
12
t
o
t
a
l
.
Pr
o
g
r
a
m
Me
m
b
e
r
s
3
t
o
t
a
l
.
Or
g
P
/
U
21
t
o
t
a
l
.
Ce
n
t
e
r
Vo
l
u
n
t
e
e
r
s
4
t
o
t
a
l
.
Do
n
a
t
i
o
n
Le
a
d
Br
e
n
d
a
E
.
Th
r
i
f
t
S
t
o
r
e
Vo
l
u
n
t
e
e
r
s
37
t
o
t
a
l
Fu
r
n
i
t
u
r
e
Le
a
d
Ma
r
k
C
.
Th
r
i
f
t
S
t
o
r
e
C
l
e
r
k
Je
n
n
i
f
e
r
D
.
,
Je
a
n
a
V
.
,
Ja
n
e
M
.
,
M
a
c
k
e
n
z
i
e
M
.
,
Na
t
a
s
h
a
F
.
,
Do
n
a
t
i
o
n
s
Ad
a
m
C
.
Ma
c
k
B
.
Fu
r
n
i
t
u
r
e
OP
E
N
Fl
e
e
t
V
o
l
Dr
i
v
e
r
s
4-
t
o
t
a
l
Vo
l
u
n
t
e
e
r
s
5
T
o
t
a
l
March 25, 2025 Item #12 Page 577 of 578
BR
O
T
H
E
R
B
E
N
N
O
F
O
U
N
D
A
T
I
O
N
Or
g
a
n
i
z
a
t
i
o
n
a
l
C
h
a
r
t
De
v
e
l
o
p
m
e
n
t
Ka
t
h
l
e
e
n
D
.
Ac
c
o
u
n
t
i
n
g
Cr
a
i
g
Y
.
Al
y
c
i
a
A
.
We
b
P
a
g
e
Be
l
i
n
d
a
(
V
)
.
Ne
w
s
l
e
t
t
e
r
Jo
h
n
M
.
(
v
)
So
c
i
a
l
M
e
d
i
a
Vo
l
Ad
m
i
n
i
s
t
r
a
t
i
v
e
Se
r
v
i
c
e
s
M
g
r
Di
n
a
M
a
r
i
e
A
.
Fa
c
i
l
i
t
i
e
s
OP
E
N
Fa
c
i
l
i
t
i
e
s
M
a
i
n
t
OP
E
N
HR
Ma
r
y
(
V
)
Vo
l
Co
o
r
d
i
n
a
t
o
r
El
i
Gr
a
n
t
s
M
g
r
Cr
a
i
g
Y
.
Le
g
a
l
Je
f
f
E
.
(
V
)
Su
p
p
o
r
t
Vo
l
u
n
t
e
e
r
s
4
t
o
t
a
l
Vo
l
u
n
t
e
e
r
s
6
t
o
t
a
l
March 25, 2025 Item #12 Page 578 of 578
Community Development Block Grant
Program
Draft 2025-30 Consolidated Plan &
FY 2025-26 Funding Recommendations
Public Hearing
City Council
March 25, 2025
2
COMMUNITY DEVELOPMENT BLOCK GRANTS (CDBG)
OVERVIEW
FUNDING PURPOSE
ANTICIPATED DOLLARS
FUNDING DETERMINATION
Provides resource to benefit persons with low and
moderate incomes, prevent or eliminate blight, and meet
urgent needs.
Funds are determined based on a formula that factors in
population size, level of poverty, and other demographic and
economic data.
For FY 2025-26, Carlsbad anticipates receiving $550,741 in CDBG funds.
3
WHAT IS A
CONSOLIDATED PLAN?
•Required by the Department of Housing and Urban Development (HUD)
•Main components include: •Needs assessment •Market analysis•Strategic plan
•Identifies funding priorities for five-year period
•Priorities inform Annual Action Plan
OVERVIEW
4
CONSOLIDATED PLAN PROCESS
FY 2025-30 CONSOLIDATED PLAN
March – April 2025Oct 2024 - Jan 2025 March 2025Aug-Sept 2024 May 15, 2025
•Community meetings
•Community survey
•Stakeholder meeting
•Stakeholder survey
•Data collection
•Housing Commission
meeting on draft
Consolidated Plan &
FY 2025-26 funding
recommendations
•Draft priorities to
Housing Commission
(Oct. 10)
•Draft priorities to City
Council (Nov. 19)
•Notice of Funding
Availability (Nov. - Jan.)
•City Council Public
Hearings
•Public comment period
•Final Consolidated Plan
•Submit approved
plan to HUD
5
FY 2025-2030 DRAFT CONSOLIDATED PLAN PRIORITIES
Highest Need
•Affordable Housing
•Homelessness
•Fair Housing
•Planning and Administration
Medium Need
•Supportive Services
•Facilities and Infrastructure
FY 2025-30 CONSOLIDATED PLAN
6
THREE IMPORTANT DOCUMENTSFUNDING ALLOCATION PROCESS
6
Notice of Funding
Availability (NOFA)
Evaluated by Housing
Commission
Consideration by
City Council
7
Funding Overview
& Summary
OVERVIEW
Estimated $550,741 FY 2025-26 Grant
•Public services activities capped at 15% of grant
•Estimated $82,611 available
•Four applications received, totaling $224,222
•Administration and Fair Housing capped at 20% of grant
•Estimated $110,148 available
•Two applications received, totaling $110,148
•Housing & Infrastructure not capped
•Estimated $357,982 available
•Three applications received, totaling $508,982
8
PUBLIC SERVICES
FY 2025-26 FUNDING RECOMMENDATIONS
ORGANIZATION PROGRAM FY 2025-26
REQUEST
FY 2025-26
RECOMMENDED
Brother Benno Rental Assistance/Motel
Vouchers $29,000 $0*
Catholic Charities La Posada de Guadalupe Shelter $30,000 $0*
Community Resource
Center Homelessness Prevention $82,611 $23,611
Interfaith Community
Services Rental Assistance, Basic Needs $82,611 $59,000
TOTALS $224,222 $ 82,611
*Brother Benno is identified to receive $10,000 from the city’s general fund and Catholic Charities will receive $200,000 in Permanent Local
Housing Allocation funds for these programs in the Homelessness Action Plan’s Funding Plan.
9
AFFORDABLE HOUSING & FACILITIES
FY 2025-26 FUNDING RECOMMENDATIONS
ORGANIZATION PROJECT FY 2025-26
REQUEST
FY 2025-26
RECOMMENDED
Casa de Amparo Facility Improvements $80,000 $0
North County LGBTQ
Resource Center Facility Improvements $71,000 $0
City of Carlsbad Affordable Housing Fund $357,982 $357,982
TOTALS $508,982 $357,982
10
PROGRAM ADMINISTRATION & FAIR HOUSING
FY 2025-26 FUNDING RECOMMENDATIONS
ORGANIZATION PROGRAM FY 2025-26
REQUEST
FY 2025-26
RECOMMENDED
Legal Aid Society of
San Diego Fair Housing Services $27,968 $27,968
City of Carlsbad Program Administration $82,180 $82,180
TOTALS $110,148 $110,148
11
NEXT STEPS FY 2025-26 FUNDING RECOMMENDATIONS
Public review
Final
City Council
public hearing
Submission
Review & comment period (March 31 – April 29)
Final Consolidated Plan
Approval of Consolidated Plan and Action Plan (April 29, 2025)
Submit to HUD (May 15, 2025)
12
RECOMMENDATION
RECOMMENDATION
City Council adopt a Resolution approving the Draft Fiscal Year 2025-30 Consolidated Plan and FY 2025-26 Funding Recommendations for the Community Development Block Grant Program