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HomeMy WebLinkAbout2008/09/16 - Agenda Packet - Special (2)~r , 1 AGENDA CITY COUNCIL SPECIAL MEETING Tuesday, September 16, 2008 4 4:00 p.m. Rancho Cucamonga City Hall ~ Council Chambers 10500 Civic Center Drive 4 Rancho Cucamonga, CA 91730-3801 A. CALL TO ORDER 1. Pledge of Allegiance 2. Roll Call: Mayor Kurth Mayor Pro Tem Michael Councilmembers Gutierrez, Spagnolo and Williams B. AtiN~OI~NCEiVIENTS/PRESENTATIONS C. COMMUNICATIONS FROM THE PUBLIC This is the time and place for the general public to address the City Council on any item listed or not listed on the agenda. State law prohibits the City Council from addressing any issue not previously included on the Agenda. The CIty Council may receive testimony and set the matter for a subsequent meeting. Comments are to be limited to five minutes per individual or less, as deemed necessary by the Chair, depending upon the number of Individuals desiring to speak. All communications are to be addressed directly to the Clty Council, not to the members of the audience. This is a professional business meeting and courtesy and decorum are expected. Please refrain from any debate between audience and speaker, making loud noises, or engaging in any activity which might be disruptive to the decorum of the meeting. The public communications period will not exceed one hour prior to the commencement of the business portion of the agenda. During this one hour period, all those who wish to speak on a topic contained in the business portion of the agenda will be given priority, and no further speaker cards for these business Items (with the exception of public hearing items) will be accepted once the business portion of the agenda commences. Any other public communications which have not concluded during this one hour period may resume after the regular business portion of the agenda has been completed. D. ~"l~i~:`1 t91~ ~~l'~11~I~:~S WORKSHOP REGARDING PROPOSAL BY MOUNTAIN SHADOWS TO UTILIZE CONDUIT FINANCING FOR THE ACQUISITION OF FIVE (5) PROPERTIES THAT SERVE THE DEVELOPMENTALLY DISABLED E. ADJOURNMENT I, Kathryn L. Scott, Acting City Clerk of the City of Rancho Cucamonga, hereby certify that a true, accurate copy of the foregoing agenda was posted on September 11, 2008, per Government Code 54954.2 at 10500 Civic Center Drive, Rancho Cucamonga, California. STAFF REPORT CITY COUNCIL DATE: September 16, 2008 TO: Mayor and Members of the City Council Jack Lam, AICP, City Manager FROM: Linda Daniels, Redevelopment Director RANCHO CUCAMONGA SUBJECT: Workshop to discuss a proposal by Mountain Shadows Support Group, Inc. to use conduit financing for the ~ acquisition of facilities .that serve the developmentally disabled Mountain Shadows Support Group, Inc. is a 501 (c)(3) organization that specializes in providing residential care and habilitation services for persons with developmental disabilities. Based on information from the company's website (www.mtnshadows.orq) and :their staff, Mountain Shadows provides housing and habilitation services to individuals who have been diagnosed with a developmental disability such as mental retardation, autism or cerebral palsy. In addition, many of the residents also have physical disabilities that prevent them from living independently and require assistance with activities of daily living. Mountain Shadows is currently pursuing the purchase of 15 residential homes and one Adult Day Program center in San Bernardino County. Five of the homes and the Adult Day Program center, six facilities in all, are located in Rancho Cucamonga. The subject properties are each "home" to no more than 6 developmentally disabled residents. Although 24 hour supervision is provided, none of the staff reside in the homes. The five residential sites in Rancho Cucamonga have been in operation between 17 and 20 years depending on the location and have always been providing services to the developmentally disabled. The adult day program site has been providing services for' 7 years. _ A map indicating the location of the sites proposed to be acquired by Mountain Shadows is attached (Exhibit 1). A second map; Exhibit 2, identifies locations of residential facilities that 'serve 6 or fewer people which the City is aware of. In order to complete the acquisition of the facilities in Rancho Cucamonga, Mountain Shadows proposes the use tax exempt bonds, commonly referred to as conduit financing. The issuer of the bonds is proposed to be the California Statewide Communities Development Authority's (CSCDA) which was organized in 1988. The CSCDA's mission is to provide local governments and private entities access to low-cost, tax-exempt financing for projects that provide a tangible public benefit, contribute to social and economic growth and improve the overall quality of life in local communities throughout California. The City of Rancho Cucamonga is a member of the CSCDA joint powers authority and the City has utilized CSCDA's services in the past. Before a tax exempt bond financing can be issued, the governmental authority must hold a public hearing. The hearing is required pursuant to the Tax Equity and Fiscal Responsibility Act (TEFRA) that was passed in 1982. The bonds that are issued; and the requirement to pay the debt service on the bonds, are the obligation of Mountain Shadows. The debt service on the bonds will be paid through resources of Mountain Shadows. The City is not financially responsible for any aspect of CITY COUNCIL WORKSHOP -MOUNTAIN SHADOWS SEPTEMBER 16, 2008 PAGE 2 the proposed bond financing. The required public hearing by the City Council would allow bonds to be issued for financing the acquisition of the 5 homes and one day program facility that are located in the City of Rancho Cucamonga. The remaining facilities which Mountain Shadows is acquiring are located in the cities of Rialto, San Bernardino, Redlands, and Loma Linda. These cities have also been asked to hold TEFRA hearings for the properties that•are located within their jurisdictions. The TEFRA hearings for these jurisdictions are being considered (Loma Linda) or have been scheduled (San Bernardino, Rialto and Redlands) for the month of October. In addition to the 15 properties in San Bernardino County, Mountain Shadows is also purchasing 2 properties in La Verne. The TEFRA hearing by La Verne City Council has already taken place. Although the CSCDA will be the issuer of the tax-exempt obligations for Mountain Shadows, the financing of facilities within the City of Rancho Cucamonga cannot proceed without the approval of the City Council. Therefore, Mountain Shadows is requesting the City Council consider their proposal for using tax exempt bonds to finance the acquisition of the 5 facilities in the City and to hold the required public hearing. Mountain Shadows has indicated that at the meeting they will have a short DVD and presentation on their organization and their philosophy of serving the developmentally disabled. Also attached is information which the company has provided regarding their organization and services. At the conclusion of the workshop, staff will be seeking direction from"the City Council with respect to their interest in conducting the TEFRA public hearing at a future meeting. Respectfully submitted, .. 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Rl~:1t1.i~1+YA:~~S.4t.~E.[~1', ~ Yl~~,:~--- ij P~P1iSf~PPed From: ~eiileP l~ddPesS: ~aie f0ate: 09/9/9995 '~rioP `Sage i4~a4@: o'~OSt i~eCena Saie ~PiCe: 29®,®®Q'.~o prioP Sage pr¢ce: 0 ®ocumena Pdaum4~er: 339783 ff~Pior ®ocument R9o.: ~OClBment Type: pri®r COCUment Type: ILendeP Bnf®ranatiaxn 9~~uoa:?er: FuVO/ffDaPaBai: 9.wan ~moun4 ! and Trus4 [0eed: 909,0®®.®®/ ~~ loan T e: yp U~Paysical Oroforma4ion ~uiid'ang [~Pe~: 2~aD.~ $~ Of IOedP006'n°3: Q~ ~Ot SiBe: 998 a~rec'itionai: ® ~ of ~baa4ur®®ms: x.00 lfear'~ani94l~ffectiwe: 9978 ! 0 Garage: ~&7~ ~ of Saor'ses: 9 ]-0eatin~: cenaral F'srs4 i~BooP: ~a83 Toaal dooms: a3 CooBing: Pefrig Second !Floor: 0 ~ of t~nias: 9 Oaoof Type: vaood s$~ingle TiD9rd ~FIOOP: o 'P~aP~~e/CaPport: a~$aaC~ued / Constraiction/d0uality: good frame / 7.5 ~asemena FiniS40ed: ® Fireplaces: yes ~$uilding SC~ape: is~aape Sasernen4 aDnfinisCaed: ® Fool/S~ a: p `~ie~r: awePag~e Flood lDaFa A Ft o _. _-_ _.Qe ~ !~~'..__.J _G~,~iLdXi4~ DATA panel ~aae; 03/98/9995 C~Prm/panel ei~6dm~EP: 050679 / 7€£90 F Flood Zone: X Copyright ©1498-2005 NDCData.com rtttp://~ww.ndcdata.cotn/search/profile~o. aspx 5/26/200 Discussion Points Regarding the Mountain Shadows Acquisitions in Rancho Cucamonga • Introductions & Housekeeping • Background • History of Mountain Shadows Support Group, Inc. (MSSG) • History of Horrigan Enterprises, Inc. (IIEI) • Proposed Acquisition of siz (~ Rancho Cucamonga Properties • Conduit financing for 501 (c) (3) Corporations require public bearing and TEFRA Resolution • Issuer -California Statewide Communities Development Authority • TEFRA Resolution Restriction • Q&A • Conclusion ., OLMSTEAD V. L. C. Page 1 of 4 Search Law School Search Cornell LII /Legal Information Institute Supreme Court collection OLMSTEAD V. L. C. (98-536) 527 U.S. 581 (1999) 138 F.3d 893, affirmed in part, vacated in part, and .remanded. Syllabus Opinion Concurrence Concurrence Dissent [ Ginsburg ] [Stevens ] [Kennedy) [Thomas ] HTML version. HTML_version HTML_version. HTML version. MTML.version PDF version PDF_version PDF version PDF version PDF_version Syllabus NOTE: Where it is feasible, a ryllobus (heodnote) will be releosed, as is being done in connection with this case, at the time the opinion is iswed. The ryllobus constitutes no port of the opinion of the Court but has been prepared by the Reporter of Decisions for the convenience of the , render. See United Stotes v. Detroit Timber & Lumber Co., 200 U,S._321, 337. SUPREME COURT OF THE UNITED STATES OLMSTEAD, COMMISSIONER, GEORGIA DEPARTMENT OF HUMAN RESOURES, et al. v. L. C., by zimring, guardian ad litem and next friend, et al. CERTIORARI TO THE UNITED STATES COURT OF APPEALS FOR THE ELEVENTH CIRCUIT No. 98-536. Argued April 21, 1999-Decided June 22, 1999 In the Americans with Disabilities Act of 1990 (ADA), Congress described the isolation and segregation of individuals with disabilities as a serious and pervasive form of discrimination. 42 U.S..C.,§ 12101.(a)(2), (5). Title II of the ADA, which proscribes discrimination in the provision of public services, specifies, inter olio, that no qualified individual with a disability shall, "by reason of such disability," be excluded from participation in, or be denied the benefits of, a public entity's services, programs, or activities. §12132. Congress instructed the Attorney General to issue regulations implementing Title II's discrimination proscription. See §12134(a). One such regulation, known as the "integration regulation,',' requires a "public entity [to] administer ... programs ... in the most integrated setting appropriate to the needs of qualified individuals with disabilities." 28 CFR § 35.130(d). A further prescription, here called the "reasonable-modifications regulation," requires public entities to "make reasonable modifications" to avoid "discrimination on the basis of disability," but does not require measures that would "fundamentally alter" the nature of the entity's programs. §35.130(b)(7). http://www.law.Cornell.edu/supctlhtmU98-536.ZS.html 6/10/2008 OLMSTEAD V. L. C. Page 2 of 4 Respondents L. C. and E. W. are mentally retarded women; L. C. has also been diagnosed with schizophrenia, and E. W., with a personality disorder. Both women were voluntarily admitted to Georgia Regional Hospital at Atlanta (GRH), wherel;they were confined for treatment in a psychiatric unit. Although their treatment professionals eventually concluded that each of the women could be cared for appropriately in a community-based program, the women remained institutionalized at GRH. Seeking placement in community care, L. C. filed this suit against petitioner state officials (collectively, the State) under 42 U.S.,.C._. §_.1.9_83. and Title II. She alleged that the State violated Title II in failing to place her in acommunity-based program once her treating professionals determined that such placement was appropriate. E. W. intervened, stating an identical claim. The District Court granted partial summary judgment for the women, ordering their placement in an appropriate community-based treatment program. The court rejected the State's argument that inadequate funding, not discrimination against L. C. and E. W. "by reason of [their] disabilit[ies]," accounted for their retention at GRH. Under Title II, the court concluded, unnecessary institutional segregation constitutes discrimination per se, which cannot be justified by a lack of funding. The court also rejected the State's defense that requiring immediate transfers in such cases would "fundamentally alter" the State's programs. The Eleventh Circuit affirmed the District Court's judgment, but remanded for reassessment of the State's cost-based defense. The District Court had~left virtually no room for such a defense. The appeals court read the statute and regulations to allow the defense, but only in tightly limited circumstances. Accordingly, the Eleventh Circuit instructed the District Court to consider, as a key factor, whether the additional cost for treatment of L. C. and E. W. in community-based care would be unreasonable given the demands of the State's mental health budget. Held: The judgment is affirmed in part and vacated in part, and the case is remanded. 138 F.3d 893, affirmed in part, vacated in part, and remanded. Justice Ginsburg delivered the opinion of the Court with respect to Parts I, I1, and III-A, concluding that, under Title II of the ADA, States are required to place persons with mental disabilities in community settings rather than in institutions when the State's treatment professionals have determined that community placement is appropriate, the transfer from institutional care to a less restrictive setting is not opposed by the affected individual, and the placement can be reasonably accommodated,. taking into account the resources available to the State and the needs of others with mental disabilities. Pp. 11-18. (a) The integration and. reasonable-modifications regulations issued by the Attorney General rest on two key determinations: (1) Unjustified placement or retention of persons in institutions severely limits their exposure to the outside community, and therefore constitutes a form of discrimination based on disability prohibited by Title II, and (2) qualifying their obligation to avoid unjustified isolation of individuals with"disabilities, States can resist modifications that would fundamentally alter the nature of their services and programs. The Eleventh Circuit essentially upheld the Attorney General's construction of the ADA. This Court affirms the Court of Appeals decision in substantial part. Pp. 11-12. (b) Undue institutionalization qualifies as discrimination "by reason of ,.. disability." The Department of Justice has consistently advocated that it does. Because the Department is the agency directed by Congress to issue Title II regulations, its views warrant respect. This Court need not inquire whether the degree of deference described in Chevron U. S. A. Inc. v. Natural Resources Defense Council, Inc., 467 U.S._837, 844, is in order; the well-reasoned views of the agencies implementing a statute constitute a body of experience and informed judgment to which courts and litigants may properly resort for guidance. E.g., Bragdon v. Abbott, 524 U.S._ 624, 642. According to the State, L. C. and E. W. encountered no discrimination "by reason of" their disabilities because they were not denied community placement on account of those disabilities, nor were they subjected to "discrimination," for they identified no comparison class of similarly situated individuals given preferential treatment. In rejecting these positions, the Court recognizes that Congress had a more comprehensive view of the concept of discrimination advanced in the ADA. The ADA stepped up earlier efforts in the Developmentally Disabled Assistance and Bill of Rights Act and the Rehabilitation Act of 1973 to secure opportunities for people with developmental disabilities to enjoy the benefits of community living. The ADA both requires all public entities to refrain http://www.law.Cornell.edu/supct/hhnl/98-536.ZS.html 6/10/2008 OLMSTEAD V. L. C. ~ Page 3 of 4 from discrimination, see §12132, and specifically identifies unjustified "segregation" of persons with disabilities as a "for[m] of discrimination," see §§12101(a)(2), 12101(a)(5). The identification of unjustified segregation as discrimination reflects two evident judgments: Institutional placement of persons who can handle and benefit from community settings perpetuates unwarranted assumptions that persons so isolated are incapable or unworthy of participating in community life, cf., e.g., Allen v. Wright, 468 US,_737, 755; and institutional confinement severely diminishes individuals' everyday life activities. Dissimilar treatment correspondingly exists in this key respect: In order to receive needed medical services, persons with mental disabilities must, because of those disabilities, relinquish participation in community life they could enjoy given reasonable accommodations, while persons without mental disabilities can receive the medical services they rieed without similar sacrifice. The State correctly uses the past tense to frame its argument that, despite Congress' ADA findings, the Medicaid statute "reflected" a congressional policy preference for institutional treatment over treatment in the community. Since 1981, Medicaid has in fact provided funding for state-run home and community-based care through a waiver program. This Court emphasizes that nothing in the ADA or its implementing regulations condones termination of institutional settings for persons unable to handle.: or benefit from community settings. Nor is there any federal requirement that community-based treatment be imposed on patients who do not desire it. In this case, however, it is not genuinely disputed that L. C. and E. W. are individuals "qualified" for noninstitutiona( care: The State's own professionals determined that community-based treatment would be appropriate for L. C. and E. W., and neither woman opposed such treatment. Pp. 12-18. Justice Ginsburg, joined by Justice O'Connor, Justice Souter, and Justice Breyer, concluded in Part tll-B that the State's responsibility, once it provides community-based treatment to qualified persons with disabilities, is not boundless. The reasonable- modifications regulation speaks of "reasonable modifications" to avoid discrimination, and allows States to resist modifications that entail a "fundamenta[l] alter[ation]" of the States' services and programs. If, as the Eleventh Circuit indicated, the expense entailed in placing one or two people in a community-based treatment program is properly measured for reasonableness against the State's entire mental health budget, it is unlikely that a State, relying on the fundamental-alteration defense, could ever prevail. Sensibly construed, the fundamental-alteration component of the reasonable modifications regulation would allow the State to show that, in the allocation of available resources, immediate;; relief for the plaintiffs would be inequitable, given the responsibility the State has undertaken for the care and treatment of a large and diverse population of persons with mental disabilities. The ADA is not reasonably read to impel States to phase out institutions, placing patients in need of close care at risk. Nor is it the ADA's mission to drive States to move institutionalized patients into an inappropriate setting, such as a homeless shelter, a placement the State proposed, then retracted, for E. W. Some individuals, tike L. C. and E. W. in prior years, may need institutional care from time~to time to stabilize acute psychiatric symptoms. For others, no placement outside the institution may ever be appropriate. To maintain a range of facilities and to administer services with an even hand, the State must have more leeway than the courts below understood the fundamental-alteration defense to allow. If, for example, the State were to demonstrate that it had a comprehensive, effectively working plan for placing qualified persons with mental disabilities in less restrictive settings, and a waiting list that moved at a reasonable pace not controlled by the State's endeavors to keep its institutions fully populated, the reasonable-modifications standard would be met. In such circumstances, a court would have no warrant effectivety to order displacement of persons at the top of the community-based treatment waiting list by individuals lower down who commenced civil actions. The case is remanded for further consideration of the appropriate relief, given the range of the State's facilities for the care of persons with diverse mental disabilities, and its obligation to administer services with an even hand. Pp. 18-22. Justice Stevens would affirm the judgment of the Court of Appeals, but because there are not five votes for that disposition, joined Justice Ginsburg's judgment and Parts I, II, and IIl- A of her opinion. Pp. 1-2. Justice Kennedy concluded that the case must be remanded for a determination of the ,questions the Court poses and for a determination whether respondents can show a violation of 42 U.S.C. §_12132's ban on discrimination based on the summary judgment materials on file or any further pleadings and materials properly allowed. On the ordinairy interpretation • and meaning of the term, one who alleges discrimination must show that she received http://www.law.Cornell.edu%supct/htmU98-536.ZS.htm1 6/10/2008 OLMSTEAD V. L. C. Page 4 of 4 differential treatment vis-a-vis members of a different group on the basis of a statutorily described characteristic. Thus, respondents could demonstrate discrimination by showing that Georgia (i) provides treatment to individuals suffering from medical problems of comparable seriousness, (ii) as a general matter, does so in the most integrated setting appropriate for the treatment of those problems (taking medical and other practical considerations into account), but (iii) without adequate justification, fails to do so for a group of mentally disabled persons (treating them instead in separate, locked institutional facilities). This inquiry would not be simple. Comparisons of different medical conditions and the corresponding treatment regimens might be difficult, as would be assessments of the degree of integration of various settings in which medical treatment is offered. Thus far, respondents have identified no class of similarly situated individuals, let alone shown them to have been given preferential treatment. Without additional information, the Court cannot address the issue in the way the statute demands. As a consequence, the partial summary judgment granted respondents ought not to be sustained. In addition, it was error in the earlier proceedings to restrict the relevance and force of the State's evidence regarding the comparative costs of treatment. The State is entitled to wide discretion in adopting its own systems of cost analysis, and, if it chooses, to allocate health care resources based on fixed and overhead costs for whole institutions and programs. The lower courts should determine in the first instance whether a statutory violation is sufficiently alleged and supported in respondents' summary judgment materials and, if not, whether they should be given leave to replead and to introduce evidence and argument along the lines suggested. Pp. 1-10. Ginsburg, J., announced the judgment of the Court and delivered the opinion of the Court with respect to Parts 1, -1, and 11I-A, in which Stevens, O'Connor, Souter, and Breyer, JJ., joined, and an opinion with respect to Part 1I1-B, in which O'Connor, Souter, and Breyer, JJ., joined. Stevens, J., filed an opinion concurring in part and concurring in the judgment. Kennedy, J., filed an opinion concurring in the judgment, in which Breyer, J., joined as to Part 1. Thomos, J., filed a dissenting opinion, in which Rehnquist, C. J., and Scalia, J., joined. nttp://www.law.Cornell.edu/supctlhtmU98-536.ZS.hhn1 6/10/2008 Y Demand- for Beds Background In 1969, the state of California passed the Lanterman Mental, Retardation Services Act (the "Lanterman Act") authorizing the creation of a statewide network of community-based agencies to coordinate services and supports for persons with "developmental disabilities, and beginning a nearly four-decade-long initiative of creating and implementing continuing protections for those persons so afflicted (See Attachment 1). The Lanterman Act gave rise',~to the California Regional Center system which by 1976 had grown to the current statewide system of twenty-one (21) Regional Centers; each serving a designated geographical area known as a"`catchment area ". In 1971, an amendment to the Social Security Act established a new level of care known as the Intermediate Care Facility for the Mentally Retarded (ICF/MR). Im,!the state of California the ICF/MR is referred to as an Intermediate Care Facility for the Developmentally Disabled (ICF/DD). These facilities provide 24-hour residential services and care, including developmental training, habilitation and supportive health services, to persons with developmental disabilities, as defined by Title 22 of the California Code of Regulations (CCR), Section 51164.. Developmental disabilities include mental retardation, epilepsy, cerebral palsy, autism, and disabling conditions loosely related to mental retardation or requiring treatment similar to that required by, persons with mental retardation. Persons with congeni?tal disabilities as well as persons who have suffered brain trauma are included in the population of .persons with developmental disabilities eligible for services in California's licensed'ICF/DD facilities. In the early 1980's, a new category of the ICF/DD emerged, which focused`on the habilitation needs of people with developmental disabilities. This new category is ,known as an Intermediate Care Facility for the .Developmentally Disabled-Habilitative (ICF/DD-H). These facilities provide the general services and care contemplated for ICF/DD facilities in a residential setting limited to 15 beds or less, with the predominant model being six (6) beds. Definitions for this category can be found under Title 22, CCR Section 51164.1. - To address higher levels of acuity of some residents, another category;. of facility was developed. This is known as an Intermediate Care Facility for the Developm,`entally Disabled-Nursing (ICF/DD-N). These facilities deliver 24-hour nursing supervision and personal care, in addition to the training and habilitation services. Like the ICF/DD-H model, the ICF/DD-N facility is typically 15 beds or less, with the predominant model being six (6) beds. They serve medically fragile~individuals with developmental disabilities. See Title.22,`CCR Section 51164.2. Industry Growth & Demand From its inception in California, the ICF/DD-H model grew slowly from just a few facilities beds in the early 1980's to 320 facilities and 2,152 beds in 1989. From March 1989 to March 1992, the number of ICF/DD-H facilities increased to 418, with 2,756 beds; an increase of 31% and 28%, respectively. From March ,1992 to January 2001, the growth/demand for these beds has continued to be very strong, increasing to 767 facilities with 4,817 beds; an increase of 82% and 75%, respectively. The most recent data show the number' has grown to over 1,300 facilities and the over 8,000 beds. (See Attachment 2) The cumulative increase from 1989 through 2006 is 400% for facilities and 372% for beds. Four primary factors have driven the sustained growth in the ICF/DD industry: • Public policy encouraging care for ICF/DD clients in a less institutional home-like environment; • A diminishing number of large institutional ICF/DD facilities; • Significant increases in Medi-Cal Payment rates to ICF/DD-H & N providers and Medicare's assumption of 50% of the cost of state-licensed facilities; • The Coffelt lawsuit settlement mandating the discharge of 2,000 clients from large state- operated Developmental Centers. The population eligible for residency in ICF/DD facilities is managed by the 21 state Regional Centers. It is the responsibility of these Regional Centers to assist in the placement of individuals with developmental disabilities into community homes (ICF/DD-H). The Regional Centers were created to establish regional clearing houses and resources to provide persons with developmental disabilities access to the facilities and services best suited to their habilitative and medical needs throughout their lifetimes. These Regional Centers are private, non-profit agencies with which the California Department of Developmental Services contracts annually to provide the services mandated by the Lanterman Act. In January 1994, the State entered into a settlement agreement in a class action lawsuit filed on behalf of persons with ,developmental disabilities. This matter is known in the industry as the Coffelt Decision. The intent of the settlement was to ensure that persons with developmental disabilities have access to quality, stable, individually tailored and integrated community living arrangements of their choice. The settlement required that, during the fiscal years from July 1993 through June 1998, the population of the state-owned and operated institutional Developmental Centers be reduced by 2,000 individuals. Forty percent (40%) of the subsequent discharges from the Developmental Centers were to ICF/DD-H and ICF/DD-N facilities. Although the quota established by the Coffelt Decision was satisfied in 1998, the spirit of Coffelt Decision has prevailed since and the population of the Developmental Centers in California has steadily declined to 2,891 persons as of the end of 2006. With the efficacy of care and habilitation of developmentally disabled persons residing outside Developmental Centers now well established a continued decline in the number of individuals served iri large state-owned Developmental Centers is expected. Momentum for the de-population of the state=owned Developmental Centers and the concomitant growth in ICF/DD demand is defined by a number of factors: 1. The imminent closure of the Agnews State Developmental Center; 2. Department of Developmental Services ("DDS") policy preference for the ICF/DD model; 3. DDS de-population plan for Development Centers compelled by the physical plant deterioration; 4. Continued public opinion support for the ICF/DD-H & N model; 5. National opinion and litigation. The DDS de-population plan is driven in part by .the deterioration of the physical facilities of the state-owned Developmental Centers and the Olmstead Court Decision (Federal Court), mandating community placement under the ADA. In addition to Olmstead there are numerous other state and federal court decisions and legislation that leave no choice for the state of California but to continue to fund community homes and residential care such as the ICF/DD-H and N homes of MSSG and HEI. (See Attachments 3, 4, and 5) In Olmstead v. L. C. and E. W., 119 S. Ct. 2176 (1999) the U. S. Supreme Court stated loudly and clearly that the denial of community placements to individuals with disabilities is precisely the kind of discrimination that Congress sought to eliminate in passing the Americans with _ _ .Disabilities Act ("ADA"). Thu is a landmark decision and ensures continued demand for ICF/DD-H facilities. Even without regard to pending court decisions and proposed legislation, the growing demand for ICF/DD beds is strongly supported by the growth in the number of consumers being served by the Regional Center system. In 1996 the Regional Center system served 140,417 clients. In 2006 that number had grown to 215,046 persons with developmental disabilities, a ten year total growth of 153%. Adding to the exponential growth in the number of clients served by the Regional Center system is the recent meteoric rise in the incidence of persons diagnosed with 'varying degrees of autism (See Attachment 2). The number of persons diagnosed with autism in 1996 was 7,487. The number of persons diagnosed with autism in 2006 was 32,809. That represents over a 340% increase in 10 years. For all of the reasons mentioned above, the growth in ICF/DD-Hand ICF/DD-N facilities is projected to accelerate at a very =substantial pace and it is expected that demand for community facilities will continue to exceed supply. That translates into high occupancy/census for existing facilities beds and a need for over 45 new facilities each year to meet the projected demand. THE AREA --. The facilities under consideration are situated within the Inland Empire Region ("Inland Empire"). The Inland Empire is an approximate 27,000 square mile area comprised ~of San Bernardino County, the largest county in the lower 48 states, Riverside County, the third largest county in California, and the eastern tip of Los Angeles County. The area lies just inland of the Southern California coastal regions of Los Angeles, Orange and San Diego counties, and west of the adjacent states of Nevada and Arizona. There are several communities that comprise the economic core of the Inland Empire, including the cities of San Bernardino, Riverside and Ontario. San Bernardino and Riverside consist of approximately 200,000 and 279,000 residents, respectively, and form the residential core of the Inland Empire (the "urban core"). The urban core includes all of';the San Bernardino and Riverside communities located south and west of the San Bernardino Mountains. The urban core of the Inland Empire is bordered to the west by portions of Los Angeles and Orange Counties and to the south by San Diego County. The northern portion of the area extends past the San Bernardino Mountains to the northern border of the Hesperia/Victorville/Apple Valley Metropolitan Area. Ontario, with an international airport and transportation hubs, forms the economic core, generating employment opportunities for the residents of the Inland Empire. The Inland Empire is one of the fastest growing regions in the United States. The approximate regional population of 3.4 million as of 2006, has been increasing at a rate of approximately 100,000 residents per year. The strong growth has been fueled by development saturation and high prices of real estate in the coastal regions of Los Angeles, Orange and San Diego counties that continue to drive residents and businesses inland. This population growth has been driven by _ _ _ the area's significant job growth with development of office, industrial and warehouse space. In the last ten years, the Inland Empire has generated 276,000 new jobs, which accounted for 40 percent of California's new job growth in the last decade. According to the U.S. Department of Commerce, the Inland Empire will be one of the fastest growing areas in America in the next decade. The economy in the Inland Empire has effectively transformed in the last decade from one dependent on the defense industry to an economy based on advanced multi-media, biotechnology and computer engineering on the high-end of the wage scale and by retail, support services and distribution on the lower end of the wage scale. The total personal income in the Inland Empire ($66 billion) is greater than that of 18 states. The most comprehensive study of demand for additional ICF/DD facilities in the San Bernardino/Riverside area was completed in 2002 by HTG Consulting in support of a funding proposal to the California Office of Statewide Health Planning and Development. In this study, HTG identified an unmet need for 146 additional ICF DDN beds in this geographic area. Since that time,~,lhe California Department of Developmental Services has announced their intention to close an additional two State Developmental Centers- Agnews in Northern California, and Lanterman which is situated between Los Angeles and the location of the homes that are under consideration. The closure of Agnews is imminent and this will increase demand for community residential services for approximately 130 ICF/DD-H & N beds, or approximately an additiona125 6-bed homes. Non-Profit Ownership It has long been the belief and perception of the regulatory agencies that services for persons with Developmental Disabilities are best delivered by non-profit agencies. Further to the case for non-profit ownership, in August 2007 the California Affordable Housing Institute (CAAHI), comprised of a prestigious panel of industry professionals, state officials, and non-profit professionals, published a white paper entitled: "California's Housing Crisis for .Persons with Developmental Disabilities:' (See Attachment 4) Thee Executive Summary. lists their primary concerns as: • Lost capital in the current residential service system; • Aging parents evh~~ have I:ept t~Izr children (no« aging adults} iri their hone; • Higher expectations of parents; • Alarming increase in the incidence of autism The report recommends along-range solution that is built on numerous factors, including the following:: T - - -- --- - '• The establishment of null-profit cul~,munity-based housing corporations,•r • Learning how to capitalize nn available public and private financial resources; - . Creating ,a c cpitu! bu ~cl pro ~ ~ am to assist in the development of affordable housing to serve citizens with developmental disabilities. **Mountain Shadows Support Group, Ilzc. IS Such a COYpOYatlOn Further to the point of "Aging parents who have kept their children (now aging adults) in their home" is a recent, Apri129, 2008 article in the Wall Street Journal (See Attachment 6). None of the projections or conclusions offered in this narrative focused on this hidden demographic demand. • It •is clear that there are a large number of persons with developmental disabilities currently served by Regional Centers, who reside in their homes with their parents. The age group of 52 - 61 years of age increased from 5,173 in 1996 to 12,157 in 2006; a 235% increase in that demographic. Most of these aging persons live at home with their aging parents. As these persons' caregivers grow more frail • and experience their own potentially debilitating medical conditions, they must find alternative residential care ,arrangements. This currently underserved demographic represents an additional significant stimulus to for ICF/DD faculties to serve these clients' special emotional and medical needs. Ilorrigan Enterprises, Inc. -Bed Demand Based upon the preceding information establishing the pattern of continuing growth in demand for ICF/DD facilities in California, it is reasonable to assume that the annual census for MSCH will likely continue to exceed I8.6%. Furthermore, the data presented below regarding the historic performance of Homgan Enterprises, Inc. provides a sound foundation for the expectation of continued high occupancy at their eighteen (18) separately licensed facilities. Census HEI is currently at 100% census and .has averaged over 98.6% average census for the last 15 years. This is in sharp contrast to other long-term care facilities, such as skilled nursing homes with average census in the low to mid eighty percent range. The level of occupancy in the ICF/DD-H facilities is the highest in the entire health care industry. Retention Over 83% of HEI residents have lived in their homes for over five (5) years; 80% for over seven (7) years; 68%, for over 10 years; 54% for over fifteen (15) years; and an unbelievable 21 % have lived in their HEI home for 20 years or longer.....the longest is 27 years in the same home (See Tab 4). The managers and staff at HEI attribute this retention rate to the quality of care and fullness of life provided to each individual resident; and, more directly, they attribute the long lengths of stay to the Horrigan philosophy of "aging" in place. This has .been the motivating factor in opening and/or converting ICF/DD-H homes to ICF/DD-N homes to allow for a continuum of care as the residents' medical needs become more acute. Marketing The typical ICF/DD-H provider does not market their services and does little in the areas of community relations and public relations. They normally interface only with the Regional Centers for the immediate geographic catchment area within which their homes are located. Accordingly; their census is dependent upon their particular Regional Center's placement staff. MSCH is not a typical provider. They will market the quality services provided in the Horrigan Homes, in spite of the fact that their census is stable and approaches 100 % on a regular basis. MSSG has an exceptionally proactive program toward maintaining a high census. MSSG aggressively markets their services, high qualities of life/care, customer satisfaction, and community successes to the statewide industry and especially to all of the 21 individual Regional Centers. Hence, when a vacancy is imminent or is created by a client who moves (most often for medical reasons), it is filled much more quickly than most providers may experience. Because of its statewide marketing initiatives and remarkable reputation, MSSG frequently receives referrals from Regional Centers outside its own catchment area. MSSG's success in retention and new referrals is attributable, in part, to its vigilance in ensuring that a new resident is compatible with the other occupants of the home; by medical, habilitative, gender and age standards. The HEI approach to placements mirrors the MSSG standard. With the retention rates of MSSG and HEI at almost 99% for the last fifteen (15) years, it is apparent that the clients and their families are more than satisfied. Note: Included with this. presentation is a marketing packet that is given to each prospective residendclient/family, and to industry professionals, .Department of Health Services - Licensing, all , 21 Regional Centers, Department of Developmental Services, and the community. The packet includes an outstanding video that shows the richness of life and the very high quality of care that the residents of MSSG experience. Also included are reprints of magazine and newspaper stories about MSSG's residents, families, staff, and management: Over the years MSSG has developed an especially keen sense of media-marketing and has been able to garner support through local media sources and service clubs, such as the Kiwanis Club, Knights of Columbus, The Elks Club, etc. MSSG will bring to the HEI operating platform the community relations and marketing expertise to capitalize on HEI's stellar reputation as a quality provider. Industry Connection Having management that serves as leaders in the industry provides additional opportunities for making MSCH vacancies known to more potential residents and placement sources. Provider peers are eager to refer clients amongst each other when it is clear that'~every referral will receive quality services by respected professionals. Thus, other providers from all over the State make frequent referrals to MSSG, and vice versa. Both MSSG and HEI management are very active in the statewide provider organization, the Developmental Services Network, and hold leadership positions as instructors, officers, and speakers. Acclaims/Licensing Surveys HEI facilities have outstanding records from surveys and complaint investigations. This is confirmed by the Acclaims records from the Department of Health Services and the actual HCFA-2567 reports generated from licensing surveys; also issued by'~ the Department of Health Services. This kind of information is critical to decision-makers when trying to choose a home/facility.for placement of a loved one. (To be provided upon request) Consumer Satisfaction The single most important factor in a full census is the hard-earned reputation of the provider and the satisfaction of the consumers. HEI has very high consumer satisfaction and the biggest reason that people move into their homes when a rare vacancy does occur is most often noted by the family and client as word-of-mouth referrals from other satisfied residents and families. Additional support for the assertion of consumer satisfaction is the length of time that the HEI residents have lived in their homes. It is not possible to keep numbers like these unless you are providing services that exceed the expectations of your consumers. It is worthy of note again that over 83% of HEI residents have lived in their homes for over five (5) years; 80% for over seven (7) years; 68% for over 10 years; 54% for over fifteen (I S) year; and an unbelievable 21 % have lived in the HEI home for 20 years or longer.....the longest is 27 years in the same home. Quality Staffing HEI and MSSG both have an outstanding core of stable quality staff as evidenced by the recognition they frequently receive from the industry. (See Tabs 2 and 3, MSSSG and HEI Management Teams) What makes MSSG or HEI the home of choice for the decision makers is that ... "It just feels like home. " ~. When Crisis Hits the Disabled - WSJ.com ~~Ewa~ STREETJOORNAI,. April 29, 2008 When Crisis Hits the Disabled Limited Options for Support and Housing Exist for Aging Caregivers and Their Children By CLARE ANSBERRY April 29, 2008; Pnge,98 J That scenario fell apart when Ms. Dromgoole went into respiratory arrest. That leaves her son, who himself has since been hospitalized, with no one other than Ms. Lambdin to turn to and nowhere to go once he is released from Plano Specialty later this week. Seventy-nine year old Anna Dromgoole arrived at the Plano • See a sample reprint in PDF Specialty Hospital a month ago with severe wounds on her legs. Her format. 41-year-old son, Kent, who has Downs Syndrome, was at her side. • Order a reprint of this article now. Ms. Dromgoole refused to be admitted unless Mr. Dromgoole could stay with her. She, like thousands of other aging caregivers across the country, had no place for her developmentally disabled child to go. When crisis hits, they find themselves at the mercy of strangers. In their case, the stranger was Beth Lambdin; Plano Specialty's clinical liaison, who found a semi private room for the Dromgooles, thinking they would be back home in a few weeks. Page 1 of 4 DOW JONES REPRINTS R; This copy is for your personal, noncommercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, use the Order Reprints tool at the bottom of any artiGe or visit: www. dj re p ri n ts. co m . . Start a FREE trial of the Online Journal j, ---- ---. Subscribe to = "~°~^•~_°~ The Print Journal - ~, Free US Quotes: t: Symbol t' Name ~~ - Get FREE E-Mail by topic ' Check Out our Mobile 8 Wireless Services DIGEST OF EARNINGS Details of the latest corporate earnings reported for FREE. "I'm his one constant," she says: "I'm really no one, just a stranger who met them three weeks ago." - That Ms. Lambdin, an acquaintance of less than a month, may end up housing Mr. Dromgoole speaks to her character. But it also underscores the limitations of the nation's programs to assist those with developmental disabilities, especially in emergencies, which promise to hit more often as the nation's caregivers grow increasingly frail. "We have not addressed the needs of aging caregivers," says Susan Murphree of Advocacy Inc., a federally funded protection and advocacy system for Texans with disabilities. "One of the things we don't have is help for people in crisis situations." http://online.wsj .com/article_email/article~rint/SB.I 20943103924651427-1MyQjAxNIDI4... 6/10/2008 Kent Dromgoole may end up living with Beth Lambdin, who works for the hospital, if she can't find a better alternative for him. When Crisis Hits the Disabled - WSJ.com Page 2 of 4 An estimated 2.9 million people with intellectual or developmental disabilities or some significant functional limitation live with caregivers -- mainly pazents -- who are 5`5 years or older. As they age beyond their cazegiving capacities, as Ms. Dromgoole appazently has, their children need a formal and supported living arrangement. Unfortunately, there aren't enough of those arrangements. About 80,000 people with developmental disabilities nationwide aze on waiting lists for various services to help them live in the community. Texas, alone, has about 35,000 people waiting for home and community services, in spite of funding last year to serve additional people. Spending for such programs continues to increase annually, although levels vary by state. It reached $2 billion last year, which represented a 10% increase, says Charlie Lakin, who researches residential programs at the University of Minnesota. "But the reality is, it's not growing enough to meet the demand." Moreover, options may narrow further as budget-strapped states try to hold down spending and the federal government looks for ways to control spending for Medicaid -- the main source of funding such programs -- the concern is that options will further narrow. Mr. Dromgoole's pazents divorced when he was five and he has been alone with his mother since, most recently sharing a condominium. His mother kept him close to her, taking him with her, when she cleaned houses, played bingo and bowled. He took out the trash, got the mail and once had a j ob bagging groceries. "I help my mother plant Aging Crisis T[rtal pStiinata?r.7 nisnlUer ~:?f a~is,c~ dive-ir, ctzregivers, b~,' age: 1'x'95 Age larc~akr.7c5~~rrn i;{ sares~ivt?ry litrin+~ avi41: ~,dvlts ~r,ho; Are home alone for Need supervision more than t,roo hours to ensure safety t;s-?a ns-?a ss-?a "r3~ 75i ~ 7J; ' p sllp,tli)tl j,D',•,".~,rr;y" 1.~5;+],i;R~7 fl ii~tl,;'?.^.+"! n sQil,Qllp }rurii5: kc•%i'ar;h anti 7ralRrn~.: i.pnfc; ct G9rlf?lunAy LI•r'Ir~a, ilniv,:,r5ity [d A4~nnt~5'd.; some flowers and cut the yard," he says. Many people in Ms. Dromgoole's generation didn't expect their children with various developmental problems to outlive ,them and didn't explore options for them to live on their own. In some cases, they were afraid that something bad would happen to their children without their attentive eye or they were frustrated by lack of options when they did look. As she got older, Ms. Dromgoole had a harder time getting around. Her circulation was bad. Cuts on her legs wouldn't heal and became severe wounds. Several weeks ago, when his mother couldn't get up from the couch and he couldn't lift her, Mr. Dromgoole called 911. "She's real sick right now," he says. At that point, although she didn't realize it at the time, Ms. Lambdin became his defacto cazegiver. That first week, when both mother and son were at the hospital, Ms. Lambdin tried to keep Mr. Dromgoole, a likeable outgoing man, engaged. She brought him coloring books and paints and http://online.wsj.com/article_emaiUarticle~rintlSB 120943103924651427=1MyQjAxMDI4... 6/10/2008 When Crisis Hits the Disabled - WSJ.com Yage 3 of 4 took him to Firehouse Subs, where he ordered an oversized sandwich dubbed the "Wreck." "He's verbal and independent He just can't live alone," she says. "He was never taught those life skills." When his mother's condition worsened, Ms. Lambdin realized that the short term stay she envisioned wasn't going to happen and that Mr. Dromgoole might not be able to return home. She called every number. in Ms. Dromgoole's little phone book and found one living relative -- a first cousin in Louisiana, herself elderly and with a disabled child. Neighbors and friends voiced concern but are likewise older. Various social service agencies offered untenable solutions. One said Mr. Dromgoole could get emergency help if he was left at a homeless shelter. Groups that work with the developmentally disabled had an opening in a supervised residential program nine hours away in San Antonio, but nothing closer. Ms. Lambdin doesn't want to move him that far from his mother. She called her friend, Travis Fogle, at Silverado Senior Living, awell-regarded private pay home for, those with Alzheimer's and dementia. Silverado, she knew; would take people for three days in an emergency situation. Mr. Fogle extended that stay for a week and a half, at no cost. Mr. Dromgoole flourished there, putting vases with daisies and carnations on dining room tables, and helping to feed residents, who couldn't feed themselves. He went ballroom dancing, to his first hockey game and saw an Elvis impersonator. Staff trimmed his dark hair and cut his long nails, washed his clothes and his mother's, too. Mr. Dromgoole requested and received simple meals he was accustomed to -- corndogs, macaroni and cheese and skillet fried potatoes and onions. "We just wanted it to be a positive experience for him," says Mr. Fogle. It was, but it was also unsustainable. It would cost more than $80,000 a year for him to live there and Mr. Dromgoole receives only $1,200 a month in Social Security. "They did as much as they could," says Ms. Lambdin. Some Silverado families are trying to raise money for him to return. With Mr. Dromgoole leaving Silverado, Ms. Lambdin asked Dr. John Lavery, Plano Specialty's medical director, if he could return as a patient. She had noticed swelling on Mr. Dromgoole's legs and suspected cellulites. After an examination, he was admitted. "He had a medical condition," says Dr. Lavery, declining to elaborate. Medicare is paying for his stay, although Mr..Dromgoole will be responsible for his $996 deductible. He is responding well to treatment and will likely be released in a few days. In the meantime, he watches wrestling on TV and calls Ms. Lambdin several times a day. He asked for a birthday cake for his mother, who turned 80 Monday. Ms. Dromgoole remains on a ventilator. When Mr. Dromgoole visits her, he sings "Peaks and Valleys," kisses her on the forehead, and says "Momma, you need to get better." Ms. Lambdin continues to search for an appropriate local residence for Kent. If nothing http://online.wsj.com/article email/article~rint/SB120943103924651427-IMyQjAxMDI4... 6/10/2008 When Crisis Hits the Disabled - WSJ.com Page 4 of 4 materializes, she will bring Mr. Dromgoole home to live with her husband and three young daughters, ages 1 1, 9 and 5. The stairs on their split-level home would be hard for Kent, who weighs about 260 pounds, but not impossible. "I've got feelers out everywhere," says Ms. Lambdin. "Unless by some miracle, someone comes in and says they have him covered, he'll come home with me." Write to Clare Ansberry at clare.ansberry@wsj.coml URL for this article: http://online.wsj. com/article/S6120943103924651427.html Hyperlinks in this Article: (1) mailto:clare.ansberry@wsj.com Copyright 2008 Dow Jones 8~ Company, Inc. 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RELATED ARTICLES FROM ACROSS THE WEB Related Content may require a subscription I Subscribe Now -- Get 2 Weeks FREE Related Articles from WSJ.com • Business Jun. 11, 2008 • Paulson Repeats Call for China To Let Yuan Climb Jun. 10, 2008 • Insured, Sort Of: Underinsured Ranks Climb to 25 Million Jun. 10, 2008 More related content Powered by Sphere http://online.wsj.com/article_emaiUarticle~rint/SB 120943103924651427-1MyQjAxMDI4... 6/10/2008 House Existing For Annual Expenditures Kingston 17 years $397,000 Kenyon 20 years $310,000 Norwood 20 years $307,000 Monterey 20 years $332,000 Logan 19 years $316,000 Total $1,662,000 Crossroads Day Program 7 years 597,000 Total $2,259,000 The annual expenditures include wages to approximately 50 full and part time staff, groceries, entertainment, sundries, utilities, etc. Most of this occurs in the city of Rancho Cucamonga or its sphere of influence. The residents and consumers dine out, recreate, shop and live in the Rancho Cucamonga stores and restaurants. Most of the employees live in or near the city and dine out, recreate, shop, and live in Rancho Cucamonga stores and restaurants. ,, IDITERNAL REVENUE SERVICE DISTRICT DIRECTOR 2 CUPANIA CIRCLE MC~7TEREY PARK, CA 91755-740.5 Date: IOU 1 ~ 1993 b10UNTAIN SHADOWS SUPPORT GROUP 1748 FLOWER ST ESCONDIDO, CA 92027-3208 Dear P_pplicant: DEPARTMENT OF THE TREASURY Employer Idenl:ificaticn Number: 33-0311012 Case Number: 953287058 Contact Person: TYRONE THOMAS , Contact Telephone Number: (213) 894-2289 ' Our Letter Dated: Oct. 17, 1988 Addendum Applies: No This modifies our letter of the above date in which we stated that you would be treated as an organization that is not a pri•rate foundation until the expiration of your advance ruling period. Your exempt status under section 501 (a) of the Internal Revenue Code as an organization described in section 501(c)(3} is still in effect. Based on the information you submitted, we have determined that you are not a Dri•rate foundation within the meaning of section 509 (a} of the Code because you are an organization of the type described in section 509 (a) (1) and 170 (b) (1) (A) (vi) . Grantors and contributors may rely on this determination unless the Internal Revenue Service .publishes notice to the contrary. However, if you lose your section 509(a)(lj status, a grantor or contributor may not rely on this determination if he or she was in part responsible for, or was aware of, the act or failure to act, or the substantial or material change on the part of the organization that resulted in your loss of such status, or if he or she acquired knowledge that the Internal Revenue Service had given notice that you would no longer be classified as a section 509(a)(1) organization. If we have indicated in the heading of this letter that an addendum applies, the addendum enclosed is an integral part of this letter. Because this letter could help resolve any questions about your private foundation status, please keep it in your permanent records. If you have any questions, please contact the person whose name and telephone number are shown above. Sincerely yours, Richard. P.. Orosco District Director Letter 1050 (DO/CG) &~rint ~/indovv u~9~~~ ~®~~~~~~u ;~a~gVe C~POip~r~q ~PO`~o0~ t'age 1 of 1 i~POy6ei$y Loca$ion ~as$ kD;~zfa$ed: Sl9~i/2008 .~ddpess: 3812 ®~~~®~~t SY Ci$y: ~,I_~~, L®RAA Zip: 99701 ~p~~: ©©5090 81-39- 4~se Ccde: dingle Gamily ~desidence Cosanty: San ~9ernardino ~T9VlPig ®9d'~C~9®nS ~Pac4 9325®® c~ensa~s `>TPacB 20 03 . Zone: ?~Vap page/tepid: 572/G2 V.egal i-esa:: ~~~ 9326 ~.~v ~0 2~ ~ppraisai Taff 9nformation Total Assessed @lalue: 250,387.00 Batt Amoaant: 2,802.79 Gepcent OmpPO40emePB$: 65.66 Tatt Year: 2007 Ca.aren$ t~Si9neP OnffoPPma$ion ~IL~PPeY9$ `S~wneP: C'J®F81FkOQe~~A~,iF8~~18 G~dT ~' e$~ ~~8~ ~ Cwnep c~ddPess: 3232 C~,~$.18 IOIE iIDEf8~66~, Ci$y, ~4a$e: C.~u~l~l&I~D_® C~ .Zip: 93090 4.ast Transaction: 07/05/2006 ®eed Type: deed of Qreest ~mownt: 0 ©ocanmen4 OOOO~B35190 as4 dale 9nfoPma$Bon RE1/f),,b5i Dk~7 DOC~l~1,E~:T l V~F,IN,Q.)DS_~. ~PaPD~,ffa-PPed ~PaDVBO: del@eP9~da~Pess: :gale I~a$e: ®9/29/9995 i~r6oP dale IOa$e: u~7ost IRecent dale U~Pice: 290,000.00 - pPior dale price: 0 ®ocument Pdtem~ber: 339783 pPior ®ocUment V1E0.: document Type: f~rior ®ocanmen4 Type: iLa:na9er Onfopma$lon LevocieP: GuVI/~ap$iiaB: loan d~lmoun$ / 2nd TPUS4 deed: 968,000.00 / l~~ loan T e: yP p9~ysical Bnforma$ion ~uildang area: 2262 SS of 18edPOOms: 4 X04 ~ige: 9986 ~~ddi$ioaaal: 0 88 off !8a4fSPOOms: 2.00 year iEeuil$/IEffec$ive: 9978 / 0 ~arag@: 6`~2 i~ of ~$®pie~: 9 }Ilea$ing: Cen$Pal GiPSt GBooP: 2262 To$al fR®oms: 5 tooling: refrig second GIooP: 0 # of 4~aui$s: 9 hoof Type: wood shingle TC11Pd GI®OP: O waPag@/~aPp®rt: a$taCV9ed / t:onstruction/Quality: wood frame / 7.$ i8asement Ginisl~ed: ® Cara Baces: p yes wilding SPaape: 9sP~ape ~a~emei3t Q&nfinis~aed: O fool/~i~a: view: a1/ePage Glood ~a$a ® . _- -FLQ~~4'._._~J ~_Sa~F.t~PQQ~97A~ panel da$e: 03/`a 8/9996 'Conran/penal a't7um~C8r: 050379 / 7990 ~ Glood Z©ne: 1( Copyright ©IS98-2005 NDCData.ccm http://~w~w.ndcdata.com/search/prof ie ~.aspx 5/26/200 Page 1 of 2 o c9 ~ J ~ ~ > W _: Nm ~ -133a1S -- --Nb'1l3NaV~ ~ __ _ Z i3 ,~ e ., © ~ r ~ ~ ~ / c ~ V ''j ~' ~ i~ / ~ N N / ~ tp U o v ~ Q ~ 0 O ~ ¢Ci s l~l ° 1 n ~ ~ °~ ~ O ~ $Q" U~ ~® N S` ~ F Q / ~ / o ~n - tp ~ O a f :yQ§~"'~ -• ~ iii / ~ I ~ N O C ` / ~. ~ / e.. - i. 0 ~ ~ ~ ~~ / M / ©o N i ~Q 4• / v I p~Ni_ / f. ~ 1f1 v ~ ~o'~''~ ~ O ~ N ~ ti p M `~ N a O YYf r~r n ai ~~• sa ®h ~ ~ i o A m N ~ = Q O o ~~ cl' ~ ° y a ~ tea, -- ---- w - '` h sr ri nN~ \ ~ ~ - ~ 0 Op O. n9.0 ~~ ~ _ i so ~_- 1'Ai..____ _ ......_. ~ s y ``,, C ~~tl1J Si IL ~ 9. n / / 4 M I\Q I ~ a~ a ~' ~ ~ - ~ u CB' ®. ~yao I I ~ © ~ ~ p a csi ~ ~ ~ ~ ec nC $ ~ ®1 ~ P ~ h Oe © P \ ~ g ~ C. _._ SQ/ (~ ~ ~ I 99~NaG ~/ M ~ ~~ O ~jt•t~ ~ ~ ~ ~ ,y op ~ O Q ~OQ '@ ~o ~ H ~ ~ ~ ~ 6 M ^Q F 0 ~ i ot or ~ o ~ ~ \J i ~ N ate ~ S~ ~ /r 'tee/ > I~ ~ et Y+t/ 1 G . ci7f- V '~ _ cHC :~ ,, o -- ---- aadsvr ~ --- 4 . 9^ / ~C AL v _ YO' (/ ~' ti ~ ~ hor ~r ° b 0 ~ '~ O ~e~ i»rr Q ~ ~ "~~ ~ ~ C I. M a.3~a1 o/ so, o, ~ o, ~J ~T0.tiiN ~ ~. m ~ a~ .. ~K 1 < •iy~ 4 .g ~ ~fM~q~` 0 ~1NI~~ 'nttp://www.~dcdaga.co~/search/pflat~ap/g-riap_co~tent.h~ralfl 5/26/2008 Page 1 of 2 __-, o ~~~ ~ ~ ~ ~ ~ ~ N m ~. ;~ ~ ~ ' - N m - 0 - 332ldS -- -- -- ND'Il3NrtV~ g ~ t ' U C „ g _ © •~ ~ o~ ~ / ~ / iC / N N c ~ v ~ 0 ~ ~ / ~ lD U v m ~~/ 1• a % ~ ~ ~ et ~ ` c,~p ~ • ~ ~ ~ H~m / I ~ .. ~ O N / / ~ ~ /0 ~ / ' / / y e ~J M / ~~ / ® N , aq I ~~ N~.-_. ~ • i / ~n / ~ ~ ~ /o''S ~ o- O ~ ~ ~ R i > ~ ~ q T~-~ ~ _ N ~ ~ c O _ r r/r ~ ~ ~ ~ ~ N ~~. O ~ ~ O o ~ rn N f` \ ~ . ~ / O ~ ~ ~ i ~ 11 N E ® ~ D N ' ~ p v o O ~ ~ ~ sr r~ N Mf <'f ^ - ~ \ O ~g.s ~ ~: • N~ ~ O ( n .fi A/' ~o f ~ g}-.- _ ....._' ~°~---- ~ ~ ~ °~ ~~~~15 5:.~ ~/ , .n I ^ " ~' ~ ~>~ ,Is ~ © ~ , s o e ~ ~s/ N ® ~ e ao py) ~ v on ~ C ° ~° v 0 ~ O' O y ~'L. ~ <O © m ~ N o \ $ ~ 0 ~ CD '~ ~ I 99~~gp /M/ M ~ ~ ryy~ ~. ~ N O " ~ ` o ~ \ Oo O ~ Q ~g~ s o --- -- T N @ bb N N ~ ~ ~ 1~1 `~Q v , v, F D °ti ior r '~ ~o ~ 4 ~ ~, i o ~ 3~ ~ /s va/ ~' ~ 1~'~~ iu ~ fj1 ea yc/ - czc - o "! ~ ifs sr ~r srf ~ v y' - 3' o _/ K '~ ~ ~ ti°- r 0 `~ y !, m a a, ~ ~O ~ ~ ~ ~ V D 0 p ~~Qf l~fl' O ~ O ~ O ~ /._l M d~3Nd o/ o so/ ~ f ci tr' o/ ~ m _r0. DINO @ l ~ m~ w~~ n ~a w,} a < ~ ~ , F N ~ ~ ~ I O •CI.N(i0'7 htt~://www.~:c~c~ata.corra/search/~latr~a~/nnap_content.~at r?? 1 5/26/008 _` ~- ~~ ~~. ~ 1~ ~~ • `~~r~nt endow ~~~ %~~~lo~~~ ~i~gle ~ro~~~~ ,`~O P®ffa0e gage 1 of 1 ~r~~ePty i_acati®n Last a~~~ated: ~/9~1/ao®s ,~ddPess: b89a I'~~~~ff3I=R1 ~Y Ci4y: ~L~6~ I_®w~i7A dip: 99709 ~~~#: 0-0fl0 89-39- + .use Cod®: ' SiPagle I~aPnily ~Easis9ence County ~ San ~ePnaPdIP10 ~D~ivreao ff9oP~c49m~a~ _g.-- - Pact 53200 CensaSS "(Va~~ 20.03 Z:Od1e: gaga/G i~ 5ya/Lya I_Egal CaSC: V'~C1P 53a~ d_QY id®a~ ~l~~Paisal Taff Bn9orPPaa4ion 'Vocal assessed value: 280,387.00 Watt ,4enount: 2,80x.79 I~ercEnB IrvtpPObeenent: B~S.~S6 Batt Yea P: a007 CuP:Pent C~vner InffoP!~~uatlon Ca:IPPeuaS ~OH4neP: P'I~1IfFr~I~[Aa~I,'~QD81c~.V`~~ ~ ~ v3~C6. 8_ '~Yi4neP /fAddPess: 3a3a C~.I_I_~ ~~ io~~~S~, City, State: C~~(d~G~V~O_® CA Zig~: 53090 Last ~'Pansaction: 07/05/a008 ®eed ~y~e: deed of trust . ~+aanount: ® i-ocurnen4 000055150 lLas4 Sala Iauffo~Pnation R~`tI~INQE~D;i3~~i9F.~1T .._ ] _ uJ.fRW.t~~~_ _: 9PaP6SffePPed ~PQDPd7: SeIIeP e~ddPeSS: Sale ffDate: OS/a5/9555 ~~PioP Sale fate: >~ost Decent Sale hPice: 290,000.00 ~Pi(DP Sale P~Pice: 0 ®ocun9ent R1uPntDeP: 335783 ~Pi®P fOCUPnent RIO.: fOCUPnent ~y~e: U~Pi®P foCGenBent ~yQDB: ILenH.~eP InffCPNiHaSid9d9 ' ~eet2~e~r: I~uVI/~aPtial: Loan ~aPnofllnt / a~~ ~P6~st feE~: 9s~,oo®.o®/ ~~ ~®an ~ e: y~ ~hysicaB InffoPPgnatioPD Ss~ilc4ia~g Pea: 228a ~ off !BedPOO~POS: ~ I_o4 Sixe: 958 ~~c"diSional: 0 ~ off ~atGarooit79s: 2.00 °PeaP ~uilt/IEffffective: 9578 / 0 ~aPage: ~n73 ~ off StoPies: 9 ~Ueating: centPal ~iPSt v=l®®P: 2a~a ~®Sal ~®®P9~s: 8 COOIIPIg: PeffPig Second `I'IooP: 0 # off tDnits: 9 foot Yy4aa: wood shingle V hied u'IooP: 0 '~SaPage/CaPQDOPt: attached / Con84PUCtion/Quality: wrood ffPaP41e / 7.5 ~aseP~aent rinished: ® FiPe;pBaces: yes wilding Shade: Isha~e ~~se~PaeroR ~°ntirDished; 0 Fool/S. a: ~ ~ielAl: abePage IFlood Data ~'a~rel Cate: 03/98/9556 C4DdV-Pn/f~anel '~uraabeP: OSO~&79 / 7850 l= Mood Zone: X Copyriyht ©1998-2005 NDCData.ccm ~ttp://www.ndcdata.c®rr~/search/~~°®f le ~.asr~x 5/26/2008 Page 1 of 2 9 • • 0 0 4 ~L~ O I ~ l ~ ~ ~ ~ ~ -1332l1S ~ -- -- --N1YIl3NaV3- A ' v Ii/ ~i na vl6 / °°/ i L ~ .. ~ ?:~ ~ o ~ ~ . ; ~ " ~ / ~ ~ a o ~ / o I 0 ~ N ~ ~ o ~ ® ~ c, ~, i ~ ~ O p C®i ~ l~l 4 / o t ~ V W N / ~ '~ '~ ~ p . ` Q ~ "~ ` ~ ~ / ~ i c ®b~ ~~ ~ is° /I t ~~ 1 ~ ~ ~ ~ ~' ~. 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Mountain Shadows a bright spot for disabled ERIKAAYN FINCH FOR_THE NORTH COUNTY TIMES ESCO?v'DIDO -For more than 100 people in North County with severe developmental disabilities, Motmtain Shadows Community Homes gives them and then family members a new lease on hfe. Composed of 18 houses scattered around a large compound in Escondido, plus two homes in San Marcos, Mountain Shadows has been operating since the mid-1980s. Residents as young as 11 and as old as 79 live in the three-bedroom homes. Each house tuns as an independent state-licensed facility, staffed 24 hours a day by trained caregivers and provid- ing ahome for six individuals. All of the residents - 70 percent of whom are in wheelchairs go to school, WOrk Oi VOllmleer In dle ConrIr11II11ty. "Ottr residents ate big rnntributors to the community," said Doug Cook, executive director of the Mountain Shadows Foundation, which raises funds for the facility. '"they love their independence, and they love to work in the community. it's just a great place." 1( Cook knows Mountain Shadows well; his son Brian has lived there since ]986. When the original owners ran into licensing problems in 1989, Cook organized a group of parents to form the far-profit Mountain Shadows Inc. to operate the homes. In 2002, the ctxporalion reorgan- ized, becoming the nonprofit Mountain Shadows Support Group. Cook stepped down as executive direc- tor to launch the fund-raising fotmda- tion. Wade Wild is now executive director of the homes, after previously working as financial manager. ^ Mountain Shadows Foundation Executive Director Doug Cook talks with his son Brian and Brittrtany Bamson, who are residents of the Escondido-based facility for severely developmentally disabled children and adults. YSHADOYVS, &5 Photos by DON BOOMER I STn~ 1'ttoTOCttnrwEa D SHADOWS CmlinuM fmm 61 "I've been associated with Mountain Shadows since 1994;' Wild said. "It started out as a jab, but pretty quickly the residents became part of my life." During the day residrnB are not much in evidrnce in the houses or on the gravy grounds of the Escondido facihty. Many are busy at local Boys & Gvls Clubs, working in consignment shops, at skilled nursing facili- ties or at nonprofit agencies. Others team basic living skills such as riding the bus and shopping, residrntial program administrator Fred Lindahl said. "For the folks here, if they could go to work and school every day they would," Lindahl said.'"Ihey like the everyday routine of getting into a car and going to work or school. II gives [hem a sense of purpose and a variety of different environments." Residents go on regular outings m church, the movies, restaurants and shopping choos- ing their own activities and how they want to spend their money. "We help them manage their money and teach them the concept and value of money, but its like any other type ofhome," Lindahl said. "If you have sac individuals residing in a home, you have a variety ofaztivities all [he time." Not only do residents get a crack at a reg- ular life, but their family members are also HOW TO HELP Mountain Shadows Foundation goH tournament June 14, Oaks North Golf Course, Rancho Bernardo. Conrad Doug Cook at (619) 302-2825. getting a chance for normalcy. 'Stacy and I chose this mgethey" said Portia Bibb, referting to her 29-yearuld son, who has lived in Mountain Shadows since 1986. "1 was a single mom, and we decided that we are both equally imponan4 and nei- ther one of us will sazrifice our dreams far the other." Stacy Bibb has severe cerebral palsy that prevrnts him from speaking. When he was 17, he received one of the firs[ much keypads in the country That allows him to type mes- sages wi[hhis mngue. Portia Bibb laughs and said she waited 17 years for her son's first words and when he finally did mmmuni- ca[e, i[ was to request a pillow for his sore hips. Portia Bibb insists [ha[ her son would not be the independent, happy person he is with- out Mountain Shadows. "If Mommy and Daddy had protected him, he would have been afraid because he would only know us and depend on us;' said Portia Bibb, a director of special events and alumni relations at UC San Diego. "There is nothing poor about that boy He is happier than most people I know." The cost of living in the home is 55,000 per month, which is generally covered by Medilal, Cook said. The homes usmlly have a waiting lis4 and new residents are chosrn based on their like- lihood mfit in with people already living in each house. "We are looking for the right people for the right houses;' Cook said "We are picky, but ii s to everyone's advantage. We really wan[ [o meet their needs Comfortably famished, with televisions and stereos in the living rooms and posters, stuffed animals and other decorations bright- ening the bedrooms, the horrses are com- pletely wheelchair-azcessible. The bath- rooms and beds are equipped to azcommo- date those with physical limimtions. While clean and chttrfully decorated, the older homes are beginning to need a little TLC, Wild said during a recent tour. Mountain Shadows is in the process of repo- voting the bathrooms with new tiles and other upgrades. To mice funds for the homes, Mountain Shadows Foundation is sponsoring a golf tournament at Oaks North Golf Course in Rancho Bemanlo on June 14, with the goal of raising $50,000. For information, contact Cook at (619) 302-2825. This article appeared in the North County Times Newspaper of Tuesday, June 1, 2004. • u • ~ ~' ~ ~i~~ i. ~~" hen I arrived at Mountain Shadows Community Homes, I was greeted by Frank, along-time resi- dent of this unique community, and Doug Cook, Executive Director of Mountain Shadows Foundation. Frank seemed quite comfortable and eager to take part in our introductions and was- n't the least bit shy about extending a hand to welcome me. As are the other one hundred or so residents of the Mountain Shadows community, Frank is considered "DD'; or developmentally disabled. Gated in Escondido alongside the ommunity's sixteen duplex-style homes, the "office" is actually a charm- ing old refurbished farmhouse sitting on what used to be orange and avocado ~ alyst for creating a program that would ountain allow others like Brian to live life fully, energetically and happily, without being the product of a wealthy family to a ows 3v Valerie Stoddard do so. groves. I was led into the cozy farm- house office to a modest but tasteful couch where Doug began to share his story of the dream he struggled to keep alive. Like my new acquaintance Frank, Doug Cook's 35-year old son, Brian, is develop- mentally disabled. For Doug and his wife, Linda raising a son who is DD has been a joy and a challenge, and the cat- In 1992 Cook took over management of Mountain Shadows and reorganized it as afor-profit endeavor. In an effort to boost the program's success after strug- gling for ten years, he created the not- for-profit Mountain Shadows Foundation. Today Mountain Shadows provides exceptional care for approximately one hundred residents, increasing their independence and self-esteem by offer- ing habilitation, training and support. We walked over to some of the housing units where I met resident Sheri McKinney. Sheri was excited to tell me that she had recently enjoyed a day of paragliding, and a weekend in Las Vegas with friends for her birthday. I also met Donny, who was in his room watching TV, and proud to show off his baseball hat collection (I was impressed, though I did suggest that he include a Red Sox cap). As part of the Mountain Shadows fami- ly, residents are fortunate to enjoy a variety of activities, and are valued par- ticipants in our community. Spending 95% of their incomes -yes, many resi- dents are employed throughout Escondido as well as volunteering and attending school -and requiring 225 caregivers and support staff, this adds significantly to our local economy. Like raising Brian, finding enough money to keep the program going is also a joy and a challenge. While the organization receives much of its fund- ing from Medi-Cal, the program must rely on the generosity of donors and golf enthusiasts to continue the excel- lent care provided for their residents. Golf enthusiasts? Let me explain: Once a year since 2004, dedicated golfers gather for a marathon round of 100 holes played in a day in an effort to raise money. The concept of the annu- al tournament is to encourage partici- pants to gather pledges from sponsors on a per-hole basis, which, if one indi- vidual pledges ten cents per hole and their golfer completes all 100, will make a significant contribution. The best part? Aside from the great food, fun and festivities, golfers have the option of choosing any additional charity as a beneficiary of fifty-percent of their total pledges.This concept has truly proven to be a "win-win" accord- ing to Doug, and was the impetus of the annual Mountain Shadows Foundation Classic Marathon Golf Tournaments. The event becomes more popular with each passing year. In 2004 as a result of the first annual tournament, eleven golfers raised $41,000 in donor contri- butions. In 2006, over $90,000 was raised by 24 golfers, a significant Left Photo: Brian Cook with his father Doug Top Right Photo: Presentation of check to Holy Trinity Boosters Bottom Right Photo: Residents at Mountain Shadows Foundation Classic Marathon Golf Tournament increase in participation and donations. In addition to the monies raised for MSF, five other charities chosen by Marathon participants benefited from their efforts, with one (Holy Trinity Boosters) receiving over $12,800. Mountain Shadows' philosophy is that sitting in a wheelchair in a recreation room finger-painting or watching videos every day is NOT what most developmentally disabled people need or want. The smiles on the faces of resi- dents Imet that day were convincing proof. Like most "able" people, they want to get out and experience every- thing life has to offer: Water sports, Re-print from ~~ coNDIDo M~A•~.;~A•Z~I~N~F snow skiing, horseback riding, BBQs and partying, as well as a quiet day spent sitting outdoors with friends or listen- ing to heavy metal on their new stereo. With the continued support of Escondido businesses, individuals -and golf-addicts -life will be as much an independent adventure for Mountain Shadows residents as it is for anyone. Mark your calendars and sharpen your tees! The 2007 MSF Annual Marathon Golf Classic is at Oaks North golf course on Monday, June 11th, 2007. For more information call Doug at 760-747-5503 or visit the Founda[ion website at: www.Mountain5hadowsFoundation.org Spring 2007 Issue • Mountain Shadows Support Group History and Mission Organization and Exempt Status Mountain Shadows Support Group (MSSG) was organized on July 1, 1988 as a California nonprofit public benefit corporation for the purpose of promoting the welfare of their residents and consumers, all of whom have developmental disabilities; and, for the further purpose of supporting special programs designed to assist in their habilitation and development. The corporate office of MSSG is located in San Marcos, California where the management team oversees a variety of programs: • Mountain Shadows Community Homes (MSCH) www.MtnShadows.ora ,is comprised of seventeen (17) 6-bed homes and one (I) 15-bed home; all licensed as ICF/DD-H (Intermediate Care Facilities for the Developmentally Disabled, Habilitative). MSCH provides residential and habilitation services to the 117 residents. Sixteen (16) of the homes are located on one property in Escondido, California (the Campus Facility) and two (2) homes are located at separate stand- alone sites (each a four bedroom home) in the community of San Marcos, California. • These properties were acquired in October 2002 and financed with the proceeds of $9.2 million of 501(c)(3) bonds. • Mountain Shadows Special Kids Homes (MSSKH) is comprised of thirteen (13) 6- bed homes licensed as ICF/DD-N (Intermediate Care Facilities for Developmentally Disabled, Nursing). MSSKH provides residential, habilitation, and limited nursing services to their 78 residents. Each of these homes is a stand-alone site located in residential communities in Riverside and Moreno Valley, California. These properties were acquired in February 2006, and financed with the proceeds of $7.4 million of 501(c)(3) bonds. • Outreach is a licensed Adult Day Program for persons with developmental disabilities that currently provides services to forty (40) consumers at their site in Sap Marcos, California. Outreach is licensed to serve fifty five (55) consumers. In its short history this very successful program has earned an excellent reputation among providers and the community and demonstrates continued consumer satisfaction as validated by its high attendance and census. • MSSG Transportation MSSG is a Transportation Services vendor for both San Diego Regional Center and Inland Regional Center. Witlt a fleet of sixteen (16) vans and mini-buses, they are providing transportation services for persons with Developmental Disabilities North Sau Diego County, Riverside, and Moreno Valley. • • The charitable mission of MSSG is currently achieved by (1) underwriting/sponsoring special programs which are designed to assist their consumers and residents in physical, social, educational, spiritual, occupational and vocational development, (2) managing a team of over 400 employees who perform the tasks of providing residential services and some nursing services with t}re end result being the achievement of their licensed provider mandate of the habilitation of each resident, (3) providing for the enhancements of the quality of life and care for the residents through their fundraising organization, Mountain Shadows Foundation, w~ti-w.MountainShadowsPoundation.ore. On the basis of these purposes and the information contained in MSSG's Form 1023 Application for Recognition of Exemption Under Section SOl (c) (3) of the Internal Revenue Code (The Application), the Internal Revenue Service (the Service) determined on October 17, 1988 that MSSG is an organization of the type described in Section 501(c)(3) of the Code and is exempt from Federal income taxation under Section 501 (a) of the Code. Furthermore, the Service determined that MSSG is not a private foundation within the meaning of Section 509 (a) of the Code because it is an organization of the type described in Section 509 (a) (1) and 170 (b) (1) (A)(vi) as evidenced by the letter dated November 16, 1993. (See Attachment 8) MSSG was originally organized as a "membership" organization. In 2002, the firm of Lounsbe~y, Ferguso~r, Altona cf Peak (Counsel) was retained to effect changes in the organizational structure of MSSG. Counsel undertook amendments to the Bylaws & • Articles of Organization and successfully com-erted MSSG to a non-member organization administered by a Board of Directors and operated by designated officers. Further to that end, the charitable purpose of MSSG was successfully expanded to include the ownership and operation of real property assets and operating businesses related to the care and housing for persons with disabilities. For almost six (6) years, MSSG has successfully met its purpose and mission by managing and administering the business operations of all of their programs and the daily consumer residential services requisite for continuing as licensed ICF/DD-H, ICF/DD-N, and Adult Day Program providers. MSSG has established itself as a leader in the industry and has achieved notable success that has expanded its reputation for providing the highest qualities of life and care for its residents and consumers. Further to their credit, MSSG has expanded its care and business platforms by acquiring the Outreach Day Program and expanding its ancillary transportation business. These programs only improve the services for the MSCH residents and consumers. Furthermore, these programs are functionally successful as measured by consumer satisfaction and financially successful as measured by their profitability. The foregoing conclusions are based upon the successful inspection results of the California Department of Public Health's Licensing & Certification Division's rigorous annual facility performance surveys and the financial results reported in its annual audited financial statements. (See Tab 6) • • Horrigan Enterprises, Inc. Current Operations and Ownership of HEI The eighteen (18) subject homes and the one (1) Day Program are currently operated by Horrigan Enterprises, Inc. (HE[), the current licensed care provider at the properties. HEI is a closely held Califomia for-profit C-Corporation owned by Gail Horrigan (President) and Robert Horrigan (Vice-president). The Horrigans have successfully operated their community-based group homes since September of 1987, providing care for persons with developmental disabilities who have a wide range of conditions and needs. They have operated the Crossroads Adult Day Care Program since December of 2004. The current holders of the fee simple interests in seventeen (17) of the homes are Robert and Gail Horrigan. The current holders of the fee simple interest in oue (I) of the properties are Edward & Lorraine Schindler. The holder of the fee simple interest in the commercial building that houses the Crossroads Adult Day Care Program is PFAS, LLC. Having owned and operated HEI for almost 21 years, the Horrigan's have a keen interest in the continued success of their mission and the well being of the many clients and residents who have been with HEI for many years (See Tab 4). After several years of evaluating various exit strategies that addressed their personal needs and ensured the • continuation of the quality of care for HEI's many long-term residents, the Horrigans selected MSSG to acquire the business operations and all related real and personal property assets. MSSG's reputation as a quality care provider, its demonstrated professional business acumen and its track record of successfully financing and integrating the types of facilities operated by HEI were fundamental to the Horrigans' decision to enter into an agreement with MSSG. HEI, Gail Horrigan, and the entire HEI Management Team are recognized throughout the ICF/DD industry as an example of how to operate these types of facilities. They earned and continue to maintain an impeccable and sterling reputation among their peer providers, as well as with the governing authorities in Sacramento. Ms. Horrigan is on the Board'of Directors of the Developmental Services Network, the California statewide trade organization for operators of ICF/DD facilities (www.DevelopmentalServices.org). L J HEI as part of the MSSG Development Strate~y The acquisition of the HEI real property assets and business operations by MSSG will complement MSSG's current charitable mission of serving the developmentally disabled population and will strengthen the existing MSSG operations by broadening its range of services to include a more comprehensive consumer/client-based day program, including residential services to adults requiring somewhat more acute nursing services. In addition, significant operational synergies will be achieved after MSSG's acquisition of HEI. By virtue of the geographic proximity of the HEI homes to the MSSKH homes, the acquisition will achieve operational efficiency through the sharing and leveraging of care staff, consolidation of management oversight responsibilities, and financial savings through the integration of the administrative duties and functions. In addition to significant fiscal back-of--the-house savings and bottom line improvement that will result, there will be a significant enhancement to the Human Resources component of both organizations. The middle and upper management at HEI have additional operational and functional capacity. thaC will leverage the current middle and upper management at MSSG which is operating at a significantly higher level of utilization. The geographical distance between the San Marcos/Escondido base of the MSSG operations and the Moreno Valley/Riverside footprint of the MSSKH homes • (approximately 80 miles) senior MSSG staff face operationa] challenges. The integration of the middle and upper management of HEI with the current senior MSSG staff will result in greater operational efficiency by having middle and senior management in closer physical proximity to the MSSKH facilities, enhanced client response and improved financial performance. When combined, the footprint of the thirty-one (31) HEI and MSSKH homes allows for travel times of not more than 20-30 minutes from the respective central administrative offices. This is a very desirable logistical scenario for the Administrators and Operations Management who deliver and oversee care to the residents/consumers and ensure regulatory compliance. In addition, the physical proximity of the combined universe of homes creates a more efficient platform for the maintenance of the physical facilities. The Executive Director of MSSG, Wade Wilde, has developed a business model and transition management plan that will more efficiently distribute management responsibilities and create growth opportunities for middle and upper management of both organizations. This realignment will create operational efficiencies that will translate into increased profitability for the combined charitable enterprise. The seasoned and dedicated MSSG Board of Directors (See Tab 2, MSSG Board of Directors) is comprised of a diverse group of industry veterans, accomplished professionals, and prominent community business leaders committed to the MSSG mission of measured growth to ensure fiscal stability for the organization while expanding its base of clients and consumers. Seven of the nine Board members have • been Directors since 2002 when MSSG made its first acquisition. The Board has facilitated and overseen the MSSG Management Team's (See Tab 2, MSSG Management Team) transition from a support organization to a dynamic organization with two major acquisitions to its credit. The Board was instrumental in MSSG's 2006 acquisition of the Riverside/Moreno Valley homes, MSSG's first expansion since its transformation in 2002. The HEI acquisition is a further planned extension of the original strategy to achieve geographic diversity and expansion of the client base. Phase one of the HEI acquisition entails integration of the business operations of HEI, implementation the MSSG's standard operating policies and procedures and addressing physical issues and deferred maintenance of the homes. Phase two of the HEI acquisition development strategy contemplates the implementation of new programs to expand the scope of care and services available to current residents and the development of additional sources of funding through grants and charitable donations. Two strategic dynamics within the ICF/DD-H&N industry in California underpin the development strategy for MSSG dating from its original acquisition in 2002. First, this particular niche of residential care is predominantly a "cottage industry". There are many thinly capitalized small operators that are severely challenged to manage the heavy administrative burden and operate with sustained profitability while continuing to provide the quality of life and care demanded by the regulatory agencies and expected by their • clients/residents. Second, State of California regulators and governing authorities have expressed their intention to encourage and facilitate the ownership and operation of ICF/DD-H&N facilities by non-profit operators. It is their view that non-profit operators will be more focused on "care" than on "profits". (See Attachment 4, California's Housing Crisis for Persons with Developmental Disabilities) These dynamics validate MSSG's strategy to acquire a critical mass of facilities to provide a complete continuum of care, while maximizing the economies of scale and efficiency available in the administration of compliance and "back-of--the-house" functions. In addition to growing the base of residential clients and improving administrative efficiency, MSSG's development strategy includes the expansion of its Outreach Adult Day Program. MSSG's Outreach program serves ICF clients who are not residents in MSSG's homes. This model serves to enhance and extend the reputation of MSSG in the ICF community and may be a source of new resident referrals as space becomes available at the MSSG homes. Moreover, when operated in a professiohal manner, such day programs can be very profitable. HEI currently leases approximately 12,000 square feet of space that has been built out to their specifications to serve the needs of sixty (60) consumers with Developmental Disabilities in their Crossroads Adult Day Care Program. HEI's corporate offices are also • housed in this leased space. The subject building is a 24,000 sq. ft. commercial building of masonry construction located in Rancho Cucamonga, California. MSSG is in final negotiations with the owners of the building to acquire the fee simple interest in the 24,000 sf facility. MSSG will finance the acquisition of the Commercial building housing the Crossroads Adult Day Care Program and corporate offices with the proceeds of 501 (c) (3) bonds. Immediately after closing MSSG will cure deferred maintenance and build out the additional 12,000 square feet for the purpose of expanding the Crossroads Adult Day Care Program to serve an additional 44 consumers with Developmental Disabilities who are medically fragile or have extreme behaviors. This segment of the ICF population is currently underserved and Inland Regional Center, the primary referral source for prospective clients, has expressed strong initial support for expansion of the Crossroads Adult Daycare Program. On a stand-alone basis, the Crossroads Adult Day Care Program generated a net profit of approximately $330,000 for FYE 3/31/08 before deduction of lease payments attributable to the facility. It is projected that the first year stabilized net operating income of the expanded program will be approximately $660,000. The purchase price of the Crossroads facility for $5,000,000 plus the estimated costs of $350,000 for deferred maintenance and build-out of the additional 12,000 sf implies a cap rate of 1 1.2% Gail Horrigan, President of HE[, has agreed to assist MSSG to navigate the regulatory approvals and critical path to stabilized operations. Ms. Horrigan will assist with the design of a program plan, consult on the regulatory and operational aspects of the build • out of the space and interface with the appropriate Regional Centers and other referral sources to ensure maximum utilization of the facilities by qualified consumers. • • • t°rint Window V~~~~~~~e~~~ a~en5~la Prc~:arv-y prc711a 'gage 1 of 1 prcoarty Lxaticn Last UF2a9ad: 519 412 0 0 8 Address: 5b92 DRESDE?d ST City: ALTA LOViA Zip: 91709 APab'#: -013U 81-39- Use Code: Slagle Family Residence ~ ~ County: San Bernardino Driving 3Jirec4ions 7rac4 932400 Census Y: act 20.03 Zona: PagelGrid: 572/F2 Legal Dasc: TRACT 9324 LOT k0 24 Appraisal Tau Informa4ion Total Assessed value: 250,387.00 Tau Amount: 2,802.71 Percent E.~rsprovamen4: b5.6b Tau year: 2007 Cur:an4 Owner Inforrna9ion Currant Owna:: '~®RRIGAP'R08ERT ? 8, GAIL L Owner Address: 3232 CALLS DE DEBESA City, Sta¢a: CA9fARILLO CA Zlp: 93090 Last Yransactlon: 07I05l2006 Deed Type: dead of trust Amount: 0 Document 0000455190 Last Sala InfcrmaUcn ~cftEltlENtOfEQ:f19LCtIMEfii~~~ ;b~YY~D¢ Transferred From: Seller Address: Sale Date: OS/2SI9995 Prior Sale Da4a: :1FOSt Recent Sala Price: 290,000.00 Prior Sale Price: 0 Document plumber: 339783 Prior Document P1o.: Document Typa: Prior Document Type: Lender Informs?Ion - Lerear: Full/Partial: Loan Amount ! 2nd Trust Dead: 968,000.00 / A^A Loan T a yP : Physical 9nformation Building Araa: 2282 # of bedrooms: 4 Lot Sixe: 19864 AddiUoral: 0 # 04 Rathrca~ns: 2.00 Year BuIIUEffactlva: 9578 / 0 Garage: 572 # 07 Starias: 9 tiea4ing: central First Floor: 2252 Total Rooms: 8 Cooling: refrig Second Floor: 0 # of Units: 9 Roof Type: wood shingle Third Floor: 0 GaragalCarport: aHachad I CcnstructlonlQuality: wood frame 17.5 Baseman4 Finished: 0 FlreFlaces: yes Htelldin B Shape: Ishapa 9asarra~R Unfinis:~ad: 0 pool/S^a: r ~ Yiew: average Flood Cale ® :'Y.'-"mot 40D:YAP""'"'I .•z: (j~j ~~,(q 1{„~,pATA pa0al Data: 03/98/9956 Comm/Penal :lumbar: C60S79 / 7890 F Flood Zana: x Copyright ©1998-2005 ,v DCData.ccm ilttp://www.ndcdata.com/seazch/profile~. aspx 5/26/2008 Page 1 of 2 c'-~°~ ~ • ~ O ~ ~ ~ ` e ~ p -133tl1S -- --NtlIl3Ntltl~- - Z ~ Z _A U I// ~ 1~i is a/t °i ~ .°~ i I °~ ° © .~ ~' / ~ / ~ w nc O I I N 0 o Om / 'r ~ / ~ ® Oti ~~/ / /~ p V m a e ~ / °Y ~O L Y O~ ~ ~ 0. =p O / / / ~ I _ . ® _~ % / O, / / ~e i `~~i < d. I ` ® N i/0LA /l Ni / _ _ C~ m „~ 1 ~ ~ N1 ~ ®` ~c C .C Vr a m~ w o~ ~~ oQ A I N ~ ~ ~ '~ /1 o ®~ , /i it ~ W a ~ Q ~ a ~ 0 e/__ \ O ® ~ t ~ \ ~ ~ ~ ~ y ;'^ a ~ --- ~ \^Y ~ ~O ` r f ' ~ N h ~~ v Oo >l '/ ~ red 3aals //j ~ m , o 0 ~ /1° P ' 4 ~, [~. ~ O ~ . ~ 56 © ` 1 \ 0 a ~ , , ~ ~ g ; r E o ©Y re ~Jl © ~ ° \ ~ ~ ~ ° ~, t ~ ~~jj ~ Y1 °° ~ ~ ' 1y y ;. m os o~ o~ ~T 133tl1 °' . ~ a a c a tip U 0 Y O O PC ggv .Y !" ~ c opm N-m N O G Q m h N V L N1. \~ ~i 8~ • 2'RDIhO N x~~~~. a blip://www.ndcdata. com/search/p latmap/map_content.html 5/26/2008 a ~,~~~ ^ • • .Print ~lindow ~ivu~la~ t~roper4y L~ro~ole Page 1 of 1 Properly Locadion Lasd Updated: 5194J2008 address: 6979 f~ESADA ST City: ALTA LOiIRA Zip: 99901 ~ - 5076~291~05~ 0000 dBse Code: Single Family/ Residence County. ~n i3emardino ®rieing Directions Tract 9x4500 Tract x0.05 Zone: 'yap PagelCrid: 573~s Legal Desc: TACT 9x45 LOT id® a Appraisal Tau Information Total Assessed baWe: 569,827.00 Tau Amount: 9,845.26 Percen8 Imprrnremen8: 75.50 Taff Year 2007 Current Owrner Information CumenB O~-ner: ~~ RIC~APi,4gO1~~RT P ~ Oxyner Address: 9096 E COOLEY DR M City, State: COLTORi CA ~ Zip: 92324 Last Transaction: 19/07/x005 Deed Type• deed of trus4 Amount: 0 Document 0000836368 Last Sage Inforrna8ion ~ ,.~ - ,-°~ .. :. ,; °. M~ -,-,--_ Transferred f=rom: Seger Address: Sale Dade: Prior Sale Dade. Most Eiecent ale i'rice: o prior Sale Price: 0 Document idumlaer: Prior Dogsment fNo: DoCUme114 Type: Prior ®acument Type: Lender Ireformmmdion Lender: FulUPartial- Loan Amount !and Trust Deec9: 0 / ~ ~ Loan T yiDe: PBcysical information [~~Bld€n~ A.rea: S~i3 ~ at (8edraaarss: 4 Lob Size: 7875 ,~~atraBBic~s~i: 2 ~ a¢ Sa8"s~•a;~=~tg: 2.00 Yea+ 16~tilt/~ffectiwe: 5977 I Q :~.~.~;~,~: ~ ~s7~ j ~ of atcr4~~~: j ~ j ~ i~aading: ~ cerottrai j j Firsd Flo^r: 1 5448 Toaai 1$netases• 6 - ~,..,~:,..~. __a..:_ . :._r::~. ~.: .~'G e.i.~t e+u Y"Y~dSl9-: ~ SF ~ QY 6:fnie~s: ; o si0'~f Tyi}S: CCtF&9p'9 ~iF~eY~*10 j j T~ird door: j " j ~araee/Cadpord: (a'~crsed t C©ns8rue8iosa16~a?aii4v: , v„~.,~e ~~ I . n . j ~srsisps><e?' ~ ~ j Fsre cares: (( yf~`~' 1 a~uaioing SFaa~: 1 as~gaa 1 j f~Gl°a~?95'e4fS j~ j i _ ...._......_ i i It'6sCDi~;D~: 1 1 i ! ~ 1 j 1 ...~.~... .,. .. 31.x. .~- _. _ ~'~ f ~c+ 1 I ` j ll'cln$d ~~t@: i Gs/50/5 ~~~ j so,~:di~iTFEIL®~E ~d 1 (1F~??C_.FS / 9iAiRA tC 1 ~eo......a v....._. ~ m j '?.ale. n..r6ak2".'l: 1 _ i .... ~vz: S:c: c~... ~ .. ::opyright ©1448-2005 tVDCData.com Wage 1 of ~ • ~, Q7 ~ 1 ti A ~e+ v ~° -- 6 Q 97 ~° ~~ U ®~ r V c x ~ t4- ~- , ~E' Lf') 4) L F° a~€~ 4naDtso ~<5? m~..~d~ ~_~ w~h m g~~ tIM11~ @° Paz \% ~ 1 R 9o tm s 8 ~ ~~ ~ n+ `~- cute OL•i/ u se ~ O J ¢ i ¢ I' m ~ ~ N C v - p ~ h ~ N o O i ~ - _ s - - 'm +~ m~.c ~' d~ ~ ~t• 4 eras i mti - M'h r u ~ R I~ R - R -- I, -~-~//--- _ _ -- ~__ - . 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L~ G aQ u M m ox etoc ~~~ M ~~ ~ti W~ . c~ ~~ ~~ ~~ ni ro L~ ~~z° z° v o a ti H << d d° ,.., rl Print Window • • • §ingle fir®per4Z/ Profile PAge 1 of 1 Property Location Last Upda4ed: 5/14/2008 Address: 7817 SAUTFRi~E DR City: RAIMCHO CUCAAAOPlGA Zlp: 91730 APRI#: 0208-831-17- 0-000 Use Code: Single Family Residence County: San Bernardino Driving Directions Tract 960200 ~T~~ 20.04 Zone: hAap Pagelcrid: 602/G9 Legal Desc: TRACT 9602 LOT RIO 17 Appraisal Tax Information Total Assessed Nalue: 966,677.00 Tatt amount: 1,840.72 Percent Improvement: 64.95 Taff Year: 2007 Current Owner Information Current Owner: ~®RRIGARI,ROBERT P ~ GAIL L Owner Address: 1096 S COOLEY DR Nfi City, Sta4e: COLTOR4 CA Zip: 92324 Las4 Transaction: 01104!2006 Deed Type: deed of trust Amourot: 0 Documeng 0000004302 ,. Last Sale Information --- .. r ._ _ ., ~,...... ~.~..:; Transferred From: Seller Address: Sale Date: 07/1111988 Prior Sale Date: RAost Recent Sale Price: 119,000.00 Prior Sale Price: 0 Document Rlumlber: 221278 Prior Document Plo.: • Documen4 Type: ~ Prior Documen4 Type: Lender Information Lender: 19O14flE LOAN FulUPart(al: F Loan Amount / 2nd Trus4 Deed: 010 Loan T y~~ Physical Information Building area: 9629 ~ of Bedrooms: 3 Lot S¢e: 91880 Additional: 0 ~ of Ba4hrooms: 2.00 Year BuilUEffec4ive: 1877 / 0 Garage: 480 ;i< of Stories: 1 Heating: central Firs4 Floor. 9629 Total Rooms: 7 Cooling: refrig Second Floor: 0 ~ of Units: 1 Roof Type: comp shingle Third Floor: 0 Garage/CarporL attached / Cons4ructionltauali4y: wood frame J 8.0 ~~~~ Finished: 0 Fireplaces: yes Building Shape: rectangle Ups ~ 0 PooUSpa: Mew: Flood Da4a ~~5µ. ; ' ~.~ Panel Date: 03/18!1996 Comm/t~anel fllumber. 060671 16630 F Flood Zone: X Copyright ®1998-2005 NDCData.com Page 1 of 2 J • m 0 N a V 6~ O ® ~ ~~ C~ ~ 0. ~- u N c ~ -°- °~ a a~ m "~#' oc, d o, .~~•.i ~ ~ .. Ai M 9L06 _ ~~^ -- aroe gsas _ O ~s~oe~~ ~ ~~ Flat rev ~ ~ 6F~ss oo•r~ ''' ~~ qE' ~ c ~$ d+ ti ~ . 0 (1 o n h of os- \~ 0 W A ~ O o ~U ~ a,e N ap C l `oo g yN m ~xm C Q® y In U m ~~ ~ a- F N A Q ^ Monterey Print Window • • ~irug@~ f~roperty (profile Page 1 of 1 Property Loca4ion Las4Updated: 511@!2008 address: 7380 CAi~TILLA ~.bE City: ~AidCHt) CUCAAAOPiGA Zip: 91730 Apid~: 1077-071-29- 0-000 Use Code: Single Family residence County: San Bernardino Drilling Direc4ions Tact 945800 C T~~ 20.05 Zone: Map Page/Grid- 573/87 Legal Desc: TRACT 9458 LAT R9® 20 Appraisal Taff Information Total ~.ssessed halos: 166,342.00 Taff Amoun4: 1,837.93 Percent Improdemen4: 75.00 Taff Year. 2007 Curren4 Avaner Informafion Current Atnrner: ~®RRIGARi,R17BERT p ~ GAIL L ®wner Address: 3232 CAL.LE DE DEBESA City. Sta4e: CAi1~ARILL® CA Zip: 93010 Last Transaction: 91/01/2006 Deed Type: deed of trust Amoun4: 0 Documen4 0000745795 Last Sale iroformation - - - - _ "' ~~`"`~ -~ Transferred From: ti®RRIGAR9,NAICC-0ELLE IN Seller Address: Sage Da4e: 03/29/2000 ~ Prior Sale Date: . PAos4 Recen4 Sale Price: 145,000.00 prior Sale Price: 0 Document Riumkrer: 106629 Prior Document Wlo.: Documen4 Type: prior Documen4 Type: Lender Informa4ion Lender: NU®RLD SAb16liGS BAflllf Fullipantial: Loan AmounB 12nd Trus4 Deed: 116,000.0010 Loan T yPe~ comrerrtional eariable Physical lnforma4ion Building Area: 1289 # of Bedrooms: 3 Loo Size: 7080 Additional: 0 Ig of Battrrooms: 2.00 Year BuiltiEffectiae: 9971/9978 Garage: 483 tl of Stories: 1 Heatlng: central First Floor: 1289 To4a1 Rooms: B Cooling: Second Floor: 0 ~ of Units: 1 Roof Type: comp shingle Third Floor: 0 Garage/CarPort: attached 1 tlty: wood Brame 1;6.0 Q~asement Finished- 0 Fireplaces: yes Building Shags: ct:hape Basemsrrt Unfinished: 0 PooUSpa• bimr: ' ' Flood Da$a t g .;~...... ..,~ ~ . ~ °~' ~ , ,.~ , ~~ -,.- ~.i'"~1~1'9~~~-.v-sir-..:: E~anel Date: 03H8119~ Com~mt~ 06067918630 F Flood Zone: X t'apyright ®1998-2005 NDCData.com • ~ Page 1 of 2 n Yd o° u u • p ~xx~ ~m 1 9Z N ~M r a q n H ~ _ •le/ sa U ~,, S ~ ~ ~ P ~O ~a ~ V boo o m v O ~rZ~ ~ ~ ®® ~ Q e z Y P~ c O S~~ 0Xm st ~ {-p ~ / Mi ~ o/C7/ F %i. vii O O Q m uD v Y zl O ~ ov eo-1 y ' lf'H/ lZ A n O ~ 11 u a N ~ ~i 6~~ a, ~ ° 9 ~ " ~ Z l0 1 ~1d ~ ~ N V '~ '~ ~ y. ~ ~v t EI 0 '~ 1 av to'1 qtr 1 d F- ~ ~ ~ " ~ ~ - . f L 0 , ~ s F9/ ~/L9/ D!/S o-ir 4J 8o ~f ~~ ~6 ~,o q.-o~. ~ v 90 ~ ®S'd ©91 ®U B( ~ ~ ~ ~ ~ ~ 0 W 1~ ~ °~ ~ a ~ Ps- / , n ~ y , !~ ~, 6B O~ m W ~ 1F ~ ~ ~ O ~ - = ~ y° OOOAARfO21! O O // o .T o. ~fb _ ~ 9O~~1P/ ~7 OI pj~ ~ s ~-+-- ~,~ ` ~ Zfi u -- ® U ~ ~" +d.. n ~ ~. BI L ,~ ~ W ` > ^ a~ ac' Q ® V M WW a ZI , O O n. t ~ dZ ~ "°i" ~ - U ` O ` 1 I ~ ` ~"~. 6Z ® 8Z ~a O N ~ ® ~® ~® ~ ~ M crrl~ mgt ei ~ N p ® h ~ b ' 6 / t s~ syov ~ ~ m ?s ~ --213dd3d o, o, ~ ~ ~ ~ h U fr M~ ~ I \a y ` $ v ~ ~ o ~ ~ a~~QOiHO 3 ~ a ~ 0 ~ _ ~~ - ~ s . -f(N(10~ . ., Frint Window • 1~ u ~i~~ae Ilwroperty r~r®~il~ Fage 1 of 1 Property Location Last Updated: 5194/2008 Address: 8279 ORIYX ANE icy C RANCHO CUCAAAONGA Zip: 91730 APN~: 0209-769v''S- 0=000 Use Code: Single Family Residence Coun ~' ~n Bernardino Driving Directions Tract 908302 ~T~ra~ 21.00 Zone; bap Page/Grid: 602/192 Legal Desc: TRACT 9083-2 LOT NO 75 .~ppralsal Taff information Total Assessed 1/alue: 973,739.00 Taff Amount: 9,916.49 Percent Improvement: 74.99 .Taff Year. 2007 Current Owrner Information Current Ouuner. ~OREtIQ'sAN,liOI~ERT d~ GAIL Ovrner Address: 9096 E COOLEY OR M City. State: COLTON CA Zip: 92324 Last Transaction: 92/09/2006 Deed Type: deed of mist Amount: 0 Document 0000814837 ..Last Sage Information _... ~ .. W - -u~Ei~Li?L i~ _ ; Transferred From: Seller Address- Sale Date: 02/29/9988 Prior Sale Date: ARost Recent Sale Price: 23,000.00 Prior Sale Price: 0 Docaemerffi Number: 61323 ( Prior Docrarreer>p No.: Document Type' Prior Dowment Type: Lender Information Lender: Fu11/Partlal: P Loan Amoun4 ! 2nd Trust Deed: 0 / 0 Loan Type; Physical Infvrrr~atlon 03uliding Area: 1742 # of f~edl+oams: 3 Lot Stye: 7208 Additional: 380 il: 09 Baifirooms: 2.00 Year Built/Effecti+re: 1977 ! 0 Garage: 46Z ~ of S4ortes: 9 Heating: central First Floor. 1862 Total Rooms: 8 Cooling: refrig Second Floor. 0 li` of Units: 9 - Roof Type: comp shingle Third Floor: 0 GaragelCarport: attached / GonstructionlQuailty: mood irarti3e 16.5 Basement Finished' ® Fireplaces: yes Building Shape: Ishape Basement Unfinished: ® Poo1/SPa~ Nie~r: fc Par?el tsa1~: Co srJl$artel LJI"r 8/p ~~ ~ ~~ ~ 1lt$frNlrPef: ~~~5 1 ~~:t ? ~ F:ocy ~:ii~`: ~ {i 1 i CoRyright @ 199$-2i)g5 Mt7Ct]aia.com ~...._. ri ____ Page 1 of 2 N v 66 ~a ~~ u a U ~ v~ Q C ~ Q ~~ O h .~t•s Q v- _ ~o _:. 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