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SLCBC Hemingway Foundation Grant
Section 1
The correct address, telephone number and principal officers of the Grantee are:
Street Address:
2312 S. West Temple Salt Lake City, UT 84115
Mailing Address:
PO Box 2400 Salt Lake City, UT 84110
Telephone: 801-328-2453
President: Jason Bultman
Primary Contact: Jonathan Morrison, Project Coordinator
Section 2
Please provide a list of the names and addresses of all officers, directors, and members of the Board of Directors of your organization.
Jason Bultman, President 1611 E 3010 S Salt Lake City, UT 84106
Brian Price 1130 South Richards Street Salt Lake City UT 84101
Patrick Beecroft, Shop Manager
Michael Wise, Treasurer 29 S State St APT 406 Salt Lake City, UT 84111
Jonathan Morrison, Project Coordinator -- Full Time Employee 247 Wayne Court Salt Lake City, UT 84101
Ron Ferrucci 265 Wayne Court Salt Lake City, UT 84101
Clinton Watson
Section 3
Please attach copies of your organization's entire audited financial statements (balance sheet income statement, cash flow and notes) from the two most recent years, management letters along with management's response and a copy of your most recent Form 990. Also, submit a copy of your strategic plans, if available and your monthly/quarterly in-house financial statements
TODO: We need to provide a cover letter explaining the situation
2006 will be the first year that the Salt Lake City Bicycle Collective is required to file an IRS 990 Form. Instead we have included our last few years of annual reports. Since we were established in 2002, we have been able to keep the overhead cost of the organization down. In fact until we hired our first full time employee in September of 2006 we were 100% volunteer run organization. That dedication and countless volunteer hours is what has defined the Salt Lake City Bicycle Collective.
Section 4
A copy of the Grantee's most current U.S. Treasury Department exemption letter is attached (which must be dated after January 1, 1970). The undersigned represents that said exemption letter and the exemption thereby evidenced are in effect and good standing at this time. The exemption type, number, and date are as follows:
Section 5
Please circle which type of charity or foundation (within the meaning of the Internal Revenue Code) you claim to be:
(a)Public (b)Private Operating Foundation (c)Private (Non-Operating) Foundation
Section 6
Is your organization listed in the Cumulative List of Organizations published by the Treasury Department?
( ) Yes (X) No
This is because as of December 31st, 2006 we have completed our Advanced Ruling Period and will be filing our IRS 8734 before the March 31st deadline.
Section 7
Please circle each appropriate area for the grant you are seeking:
Category:
(a) Arts (b) Environment (c) Educational Programs (d) Healthier Lifestyles (e) Community Programs
Type:
(a) Education (b) Equipment (c) Program
Impact Area:
(a) Local (b) State (c) Regional
Population:
(a) Children (b) Teens (c) Minority (d) Disabled (e) General (f) Student (g) Elderly
Section 8
Please describe in dollars and percentages that amount Grantee seeks from the Hemingway Foundation to fund the project:
(a) Dollar amount requested $ TODO
(b) Total to fund the project $ TODO
(c) Percentage of total project % TODO
Section 9
Describe all additional funding or other sources of funds that will be used to fund this project.
(a) Source Amount Received Amount Pledged
TODO
(b) Matching funds (please give a full description of any matching funds):
TODO
Section 10
Please type, within the space provided, a brief synopsis of your request for funding.
For the last few years we have been running our most cherished program, Earn-a-Bike, solely on the hearts of volunteers and minor donations of tools and supplies. We have done a lot with a little and our proof is in our kids, their smiles, their determination, their new found confidence, and the beautiful bikes they know they made themselves. It is because of their response to our program that we want to offer the program on a bigger scale. This expansion is going to require funding and employees to properly run the program.
Section 11
Nature of the Grantee
Section Goals:
- Establish who we are
- Describe our organizational goals
- Establish Credibility in the project area
- Lead logically to the problem statement
The Salt Lake City Bicycle Collective (SLCBC) was founded in 2002 by five especially enthusiastic bicycle advocates; modeled after already established shops in Portland, OR and Boston, MA. Our founders harnessed their desire to promote the same advocacy of, and accessibility to cycling, here in the community of Salt Lake City. In 2006, SLCBC is a creative advocacy organization. We share the virtues of bicycling with our community, and build the bicycling environment through the programs and services we offer. Our mission is to promote cycling as an effective and sustainable form of transportation and to act as a cornerstone of a cleaner, healthier, and safer society. The SLCBC provides refurbished bicycles and educational programs to the community, focusing on children and lower income households. We are also a bike shop, where we allow patrons to bring in their own bikes and use our free community tools.
In the past five years, The SLCBC has risen above its initial goals; we now host five comprehensive programs as well as have representation in all regional advocacy promotions and events. The Collective’s dedicated volunteers have logged over X amount of hours this year, and are expected to log over 2,500 hours during the next calendar year. In addition, SLCBC is hiring a full-time Project Coordinator, which will hasten expansions and improvements to core programs in 2007.
Since its inception, the SLCBC has received local and nation recognition for its leadership. During 2006, the Collective spearheaded the creation of the Bike Collective Network, www.bikecollectives.org. The network provides a forum for people involved with community bike shops nationwide to exchange information and share resources. After only six months, XX members from X community bike shops are active participants. Cycling Utah named The Salt Lake City Bicycle Collective the “Road Club of the Year” and Jason Bultman, the Collective’s President, “Bicycle Advocate of the Year.”
The Collective runs a variety or programs, and offers its services to citizens and organizations alike. We donate bikes to the International Rescue Committee, the Odyssey House of Utah, and Navajo Santa. We provide mechanic courses at The Road Home, and the YMCA. We also work with local Eagle Scout Troops to organize bike drives and help them to obtain their community service badges. In addition to all this, we provide materials and tools to make jewelry, furniture, crazy custom bikes, wind chimes – or anything else one can create – all out of bike parts.
Our main programs include:
Community Bike Shop
During the past summer, upwards of 40 patrons used the Community Bike Shop’s facilities to repair or rebuild a bicycle under the guidance of dedicated volunteers. In the winter, the shop is highly utilized just by the nature of the season. This winter, volunteers successfully renovated and reorganized the shop space, making it highly efficient to both volunteers and patrons.
Bicycle Education Project
During its freshmen year, the Bicycle Education Project provided bicycle safety instruction to, and promoted helmet use among, XXXX children and adults. By teaching the necessary skills to ride with traffic and avoid accidents, we increase safety for existing bicyclists and encourage more people to go by bike. Instructors certified by the only nationally recognized program of its kind teach our classes. Our courses are regularly offered, and overcome deterrents by being inexpensive, easily accessible, and fun. In addition, The SLCBC acts as a catalyst to motivate other organizations and schools in Utah to offer safe-cycling classes.
Bike Valet at the Salt Lake City Downtown Farmer’s Market
Collective showcased programs, and offered free Bike Valet at the Salt Lake City Downtown Farmer’s Market for the Xth year in 2006. Over the course of the 20 weeks of the market, SLCBC volunteers parked and watched over 1611 bicycles – assisting and encouraging an average of 81 people who chose to ride instead of drive. [Enter small amt of data on local bike theft?]
Earn-a-Bike courses
We collaborate with the YMCA and YouthCity to present Earn-a-Bike courses. These classes re-acquaint the concept of repair, provide an affordable means of transportation, promotes a sustainable and healthy lifestyle, teach safety, as well as instill self-confidence and pride. Focusing on a low-income demographic, our students take apart and then learn how to rebuild a bicycle from scratch using the proper tools and techniques. In 2006, the Collective guided XX [age? Income? Do we have this data?] students through the process rebuilding a bike in Earn-a-Bike courses. Through this program, we equipped X AMOUNT OF kids with their own bike, and X AMOUNT OF students were able to donate XX bicycles to (COUNTRY?) refugees, extending the legacy of service into the community.
Definition of Problem Areas
Currently, Utah ranks 11th highest in the nation for bicycle deaths per capita. Furthermore, youth are involved in the majority of bicycle/motor vehicle crashes, and account for 41% of all bicycle deaths in Utah (UDOH). This figure is far higher than the national percentage of youth bicycle deaths (18%) (NCSA). The most effective way to prevent head injury and bicycle fatalities is proper helmet use. Unfortunately, helmet use among young Utah cyclists is low, with only 5% of secondary school-age youth wearing helmets when they ride (UDOH 2004). All bicycle crashes are preventable. Although cyclists can not control their surroundings, when cyclists follow the rules of the road as other vehicle operators, they greatly reduce their risk of being involved in a crash (citation).
Bicycles remain a viable and often essential means of transportation for youth, allowing them to access to recreational activities, after school programs and part-time jobs. Providers of youth programming in Salt Lake City frequently cite the lack of transportation to and from programming as an obstacle to youth involvement, particularly among low-income youth. A bicycle solves this problem, supplying a way to get around that is independent of bus schedules, promotes health and wellness, and has little to no environmental impact.
Twenty-three percent of Utah’s K-12 youth are responsible for taking care of themselves after school, and the small but growing offering of after school programs is not meeting Utah’s demand. Youth in self-care spend an average of seven hours per week unsupervised. Of these children, 19% would be likely to participate in an after-school program if one were available to them in their community (After 3pm). After school programs have crime reduction potential because they engage youth at the time in the day when Juvenile violence peaks (US department of Justice). Additionally, students who participate in extracurricular activities achieve better grades, have lower rates of truancy, attain higher levels of achievement in college and feel more attached to their schools. (Michelle Galley. "Extra Benefits Tied to Extracurriculars" Education Week, October 18, 2000) (is this redundant and obvious?)
Utah Juvenile Arrest Statistics
US Department of Justice Juvenile Crime Report
Purposes of Proposed Grant
Fueled with more volunteers, participants and resources than ever before, the Collective can address the needs of our community by growing the Earn-a-Bike after school program. Earn-a-Bike Courses not only provide a safe and constructive after school environment, but also encourage safe practices on the road, community and environmental stewardship, and provide an independent means of transportation for youth. Ideally this program would run year round, four days a week, and reach over 300 kids every year. With students working in teams, an instructor is able to assist two teams (4 students). This would require three instructors for each Earn-a-bike class of twelve students. While volunteer instructors are a huge asset to the program, the consistency that comes with a paid instructor creates reliable mentors for youth. Funding for these instructors is essential.
Another imperative aspect for the program is the availability of sufficient tools, workspace, and consumable supplies (see below). Each team of two students would share a work station equipped with the proper tools to rebuild their bicycle. The powder coating process aesthetically transforms someone else's old bike into their brand new bike. However, it is during the dismantling for powder coating that they gain intimate knowledge of every aspect of their bike. Powder coating would be more affordable with the ability to sandblast and prep bikes ourselves.
While certainly the highlight of the course is the completion of their bicycles, the curriculum would be incomplete without bicycle safety education. Currently, students have the option of obtaining their Road I or Kids II certification, a curriculum created by the League of American Bicycles. These courses teach the importance of riding safe with helmets, locks, lights. It is our desire to provide helmets, locks, and lights to students at this time to reinforce and encourage that education.
- objective
- goals
- To provide a pre-vocational training experience, in which students learn the value of participation, productive work, punctuality and dependability.
- To provide a safe, supportive, respective environment for all participants.
- To teach students basic bike mechanics and bike safety skills, and the increased self-sufficiency that comes with having these skills.
- To provide an opportunity for students to earn bicycles through their participation in the program
- benefits to achieve
Impact of Approval of Grant
- The ability to provide a pre-vocational training experience, in which students learn the value of participation, productive work, punctuality and dependability.
- Financially secure and gaurantee a safe, supportive, respective environment for all participants.
- To teach students basic bike mechanics and bike safety skills, and the increased self-sufficiency that comes with having these skills.
- To provide an opportunity for students to earn bicycles through their participation in the program.
Budget
On Going Funding
While the funding for this particular grant will allow us build the infrastructure necessary to offer classes. However, we will need to continue paying our instructors, shop supplies will need to be replaced, and powder coating has a cost per frame. All of these aspects are crucial to the success of the program and will require continual funding. However, with the current success, and the support of foundations, we feel our program's funding opportunities will only increase as we seek other funding sources.
Others Working in the Field
Agreement
In consideration of the grant which may be made by the Foundation to the Grantee, and the Grantee's promises herein contained, the following understandings shall be binding:
12.1 Effectiveness.
In the event that the Foundation approves a grant to the Grantee, the parties agree that this Application and Agreement shall be in full force and effect pertaining to the granted funds. This Application and Agreement is being made to constitute a legally binding and enforceable agreement on the part of the Grantee to use any funds transferred to it from the Foundation, strictly in accordance with the understandings set forth and to perform other promises contained herein.
12.2 Use of Granted Funds.
In the event the Foundation approves a grant to the Grantee, the latter agrees to use said granted funds strictly for the purposes set forth in said "Grant Application and Agreement" submitted by the Grantee to the Foundation.
12.3 Submission of Reports.
The Grantee agrees that within six months of receiving funds from the Foundation, and/or upon the request of the Foundation, the Grantee will submit a written report to the Foundation in the form captioned "Post-Grant Report" which will be mailed to you with the check if your grant is approved. The Post-Grant Report must include information concerning:
(a) The use of the donated funds and the progress made toward achieving the objectives for which the grant was made;
(b) The impact of the funds granted (how this grant has made a difference);
(c) Whether or not the funds were diverted from the purposes of the grant;
(d) When and how the funds were expended, including a breakdown of the use of the funds granted based upon the records of the Grantee, detailing all expenditures made from such grant (including salaries, travel and supplies); and
(e) If the project received publicity, include a copy or description in your report.
If the grant is not fully expended by the Grantee within six months of the Grantee's receipt of the funds, an interim report shall be made at that time and for each six month period thereafter, until completion of the use of the granted funds, or until the Foundation advises the Grantee, in writing, that such reports will no longer be required. The Grantee is also required to submit a final report on all expenditures from the granted funds.
12.4 Misrepresentation or Failure of Compliance.
In the event it is discovered that there was any misrepresentation contained in any documents submitted by Grantee to the Foundation, or if there is a failure by the Grantee to comply with any obligation of the Grantee or to perform the provisions of this Application and Agreement, the Foundation will be relieved of any obligation to make any payments to the Grantee, and the Grantee agrees that it will promptly repay the Foundation to full amounts of any grants made by the Foundation to the Grantee, plus interest at the highest legal rate from the date said payment or payments were made by the Foundation to the Grantee, to the date of repayment of the same. Further, the Grantee agrees to pay and reimburse the Foundation for reasonable attorney's fees and costs incurred by it to enforce this Agreement.
12.5 Grant Conditioned on Express Approval By Trustees of the Foundation.
The execution of this Application and Agreement shall not be deemed to constitute a promise, commitment or duty on the part of the Foundation to make a grant to the Grantee. The Application and Agreement is being executed as a proposed Application and Agreement, solely for the purposes of becoming effective in the event the Foundation does in fact approve a grant to the Grantee. The evidence of such approval shall be formal action by the Trustees of the Foundation, and notice of such action by the Trustees of the Foundation being transmitted in writing to the Grantee.
12.6 Restrictions As To Uses of Granted Funds.
The Grantee will use the full amount of the granted funds solely for the purposes specified in this Grant Application and Agreement, and for no other purposes. This restriction relates to the purposes of the grant; and, except as provided in paragraph 10.7, it is the responsibility of the Grantee to select appropriate means by which the grant is used solely for such prescribed purposes, whether directly for its own use or by others selected by it. To the extend that the Grantee pays or distributes any part of the grant to, or uses any part of the grant for any other organization or person, it is understood that the selection of any such recipient has been or will be made solely by the Grantee, and the reference to any such recipient in the Grant Application and Agreement or report in connection with this grant does not constitute an earmarking by the Foundation for the use of any funds to or for any such recipient.
12.7 Restrictions With Respect to Certain Acts.
The Grantee agrees not to use any of the funds:
(a) To carry on propaganda, or otherwise to attempt to influence legislation (within the meaning of Sec. 4945(d)(1) of the Internal Revenue Code;
(b) To influence the outcome of any specific public election, or to carry on, directly or indirectly, any vote or registration drive (within the meaning of Sec.4945(d) of the Internal Revenue Code);
(c) For any grant which does not comply with the requirements of Sec. 4945(d)(3) or (4) of the Internal Revenue Code; or
(d) For any purposes other than the ones specified in Sec. 170(c)(2)(B) of the Internal Revenue Code.
12.8 Record Keeping.
The Grantee agrees to maintain its books and records in a manner that satisfies Internal Revenue Code Treasury Regulation Sec.53-4945-5(c)(3) and in such a way that funds from the Foundation will be shown separately on the Grantee's books. Expenditures made by the Grantee in furtherance of the purposes specified in this Grant Application and Agreement must be charged against the grant. The Grantee will maintain records of such expenditures adequate to identify the use of the funds for the specified purposes.
12.9 Private Foundations.
In the event it is determined by the Treasury Department that the Grantee is a private foundation, as distinguished from a public charity, or if in fact the Grantee is a private foundation, the undersigned Grantee agrees that any funds given to it by the Foundation will be completely expended for charitable purposes, during the calendar year in which the donation was made to it by the Foundation, or within 2-1/2 months after the end of such year. If said funds are not fully expended for said purposes within the time limits described above, Grantee agrees to refund and pay to the Foundation all funds received by Grantee from the Foundation which were not expended within said time limits.
12.10 Availability of Grantee's Records.
The Grantee will maintain its records of expenditures from the grant, as well as copies of the reports submitted by it to the Foundation with respect to such grant, for at least four (4) years after completion of the use of the grant. It will make its books and records available to the Foundation at reasonable times during such period.
12.11 Repayment of Grant.
The Grantee will promptly repay to the Foundation any portion of the amount granted which is not used by the Grantee for the purposes specified in this Grant Application and Agreement or, in the discretion of the Grantee, will hold such portion for repayment of distribution at the direction of the Foundation.
12.12 Privacy.
The Grantee will hold the Foundation and trustees names and addresses private from any and all lists which are given, loaned or sold to any other entity for any purpose, and specifically, for solicitation.
12.13 Attachments or Amendments.
Any attachments or amendments made by the grantee to the foregoing items shall be null and void and shall not change the terms of this grant agreement or be a part of this grant agreement.
12.14 Entire Agreement.
The Applicant agrees that this application including its description of the use of proceeds and other terms, constitutes the entire agreement between the parties and that there are no other or further agreements outstanding not specifically mentioned here. However, the terms of this agreement may be amended, altered, supplemented, or modified By the written agreement of both parties.