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HomeMy WebLinkAbout2001-03-19 City Council (12)City of Palo Alto City Manager’s Report TO:HONORABLE CITY COUNCIL FROM:CITY MANAGER DEPARTMENT:CITY MANAGER’S OFFICE CMR: 172:01 DATE:MARCH 19, 2001 SUBJECT: NON-PROFIT FACILITES AND SERVICES SURVEY This is an information report and no Council action is required. DISCUSSION On May 23, 2000, the Palo Alto City Manager and Palo Alto Unified School District (District) Superintendent released a joint recommendation to the City Council and Board of Education that each be authorized to conduct a Joint Master Plan of school/community facilities and services, including the exploration of creative land use and design solutions, and investigation of a variety of long-range funding sources for school/community facilities. At the May 30 Council/School Board meeting where approval to proceed with the Joint Master Plan was given by the City Council and School Board, concern was expressed about the perceived facilities crisis for non-profits in the community, with the hope that it might be alleviated by joint use of City/District facilities. Although this was ’beyond the scope of the master planning effort, staff recognized the desirability of developing further information on the facilities needs of non-profits and undertook a separat~ information gathering effort to assess these needs. An advisory committee of chief executives from major non-profits in Pal0 Alto that serve a broad range of community services was formed and a separate consultant was retained to perform a needs assessment for non- profits. The results of the survey were discussed in the March 12, 2001 staff report to the Council on the status of the Joint Master Plan. Attached is the final report, which includes an executive summary. RESOURCE IMPACT Funding for the non-profit survey was provided from the City Manager’s contingency fund. CMR:I72:01 Page 1 of 2 TIMELINE The results of the urvey wall be ~ncorporated into Phase 2 of the Joint Master Plan, the workplan of which includes development of a City policy for use of community facilities by non:profits. PREPARED BY: Assistant City Manager CITY MANAGER APPROVAL: FR)kN~ BENEST City Manager ATTACHMENT City of Palo Alto Nonprofit Survey Final Report March 2001 CMR: 172:01 Page 2 of 2 City of Palo Alto Nonprofit Survey Final Report March 2001 For more information contact: Emily Harrison Assistant City Manager City of Palo Alto 250 Hamilton Avenue Palo Alto, CA 94301 (650) 329-2533 Report produced byMegan Swezey Fogarty In collaboration with the City of Palo Alto Nonprofit Advisory Committee Acknowledgements The City of Palo Alto extends its thanks to the members of the Nonprofit Advisory Group and the survey team for their participation in this project. Nonprofit Advisory Group Eve Agiewich, Human Relations Commission Sue Barkhurst, Adolescent Counseling Services Bruce Davis, Arts Council of Silicon Valley Margo Dutton, Palo Alto Community Child Care Lisa Hendrickson, Avenidas David Howell, First Congregational Church Lynda Steele, Community Association for Rehabilitation Survey Team Jill Addison-Jacobson, Data Processing Mark Batenburg, Survey Layout Megan Swezey Fogarty, Survey Facilitator City of Palo Alto Staff Kathy Espinoza-Howard Linda Hall Emily Harrison Audrey Seymour Additionally, the City thanks Geoff Ball, Geoff Ball and Associates; Jeanne Peters, CompassPoint Nonprofit Services; and Sandi M. Tatman, College of Notre Dame, for advice on instrument design; and the following organizations for sharing nonprofit lists: Avenidas, Palo Alto Community Child Care, Palo Alto Endowment Fund, Palo Alto Ministerial Association, Palo Alto Weekly Holiday Fund, Peninsula Library System Community Information Program, Santa Clara County Supervisor Joe Simitian, YMCA of the Mid-Peninsula, and Youth Community Service. TABLE OF CONTENTS Page I.EXECUTIVE SUMMARY II.INTRODUCTION 4 III.METHODOLOGY Selection of Survey Respondents Survey Design Data Collection and Analysis 4 5 6 6 IV. VI. FINDINGS Profile of Palo Alto Nonprofits Current Nonprofit Facility Arrangements Future Facility Needs Summary of Open Question Responses CONCLUSION ATTACHMENTS List of Survey Respondents Survey Instrument 7 7 10 15 18 18 20 City of Palo Alto Nonprofit Survey Report 1 I. EXECUTIVE SUMMARY The City of Palo Alto has a long history of supporting nonprofits in their work to address community needs. In response to recent economic and demographic trends, the City conducted a survey of Palo Alto’s nonprofit community in tandem with the City and School district’s joint facility study. The purpose of the nonprofit survey was to gain an understanding of the landscape of Palo Alto’s nonprofit organizations and collect specific data on current and projected facility needs. The survey was developed by a consultant in collaboration with nonprofit leaders and City staff, and distributed during January 2001. The survey was mailed to 192 nonprofit organizations and 106 surveys were completed (55% return rate). The following is a summary of the key survey findings. A Picture of Palo Alto’s Nonprofits ¯ Palo Alto is home to a wide range of nonprofits serving diverse populations. While 38% of respondents report that they serve the general population, the remaining 62% are fairly evenly distributed among more specific populations (preschool aged children, children grades K-12, adults, families, seniors, people with disabilities, and low income people). ¯ Nonprofit agencies are significant economic players. Of those reporting information: -The total nonprofit operating expenses exceed $103 million; -Nonprofits employ nearly 2,000 people; -Nonprofits involve nearly 20,000 volunteers; -Nonprofits serve over 33,000 unduplieated clients; and -Nonprofits own 30 properties. ¯ While occupancy costs and availability appear to be impeding some organizations’ ability to serve the Palo Alto community, labor issues, particularly the ability to recruit qualified employees and provide competitive wages, are an equal or greater challenge. Current Facilities ¯ Nonprofits have been shrewd in their strategies to secure facilities. 21% operate in space owned by the nonprofit organization - 16% operate in space that is commercially leased - 10% operate in space that is leased from a church or other religious entity - 20% operate in space leased from the City of Palo Alto or another government entity - 16% operate in space provided free of charge - 17% operate in other kinds of space (includes homes and space leased from other nonprofits) City of Palo Alto Nonprofit Survey Report 2 ¯ Thirty-one nonprofit agencies report that they have leases that expire in 2001 or 2002 and thus are most vulnerable to economic fluctuations. ¯ The City of Palo Alto’s role in providing space to nonprofits is significant. In addition to the 15% with lease agreements, another 10% of survey respondents have other kinds of facility arrangements with the City of Palo Alto. Thus, 25% of nonprofits that returned surveys benefit directly from City facilities. ¯ The role of churches in providing space must also be recognized. Thirteen agencies report that they operate in facilities leased from churches. Although it was not addressed specifically, church leaders indicated aneedotally that a number of nonprofits use church facilities for programmatic purposes. Since 14 of the 27 nonprofits that own property in Palo Alto are churches, they are critical to supporting nonprofit facility needs. ¯ Of the 22 organizations engaged in commercial lease agreements, the majority of organizations lease at rates below market value. Despite this, the average of most recent rent increases is 25% and the average next projected rent increase is 42%. Nonprofit organizations involved in commercial lease arrangements are vulnerable to market fluctuations in the California Avenue, Downtown and San Antonio areas where they are concentrated. ¯ Twenty-seven nonprofit organizations own 30 properties. The average length of ownership is 39 years. Several survey respondents conveyed that aging facilities are in need of capital improvements. Future Services and Space Needs ¯ The majority of survey respondents estimate that demand for their services will increase over the next 10 years. -25% estimate demand for their services will stay the same. -55% estimate demand will increase (up to 50%) -19% estimate demand will increase significantly (more than 50%). No organizations estimate that demand for their services will decrease. ¯ While 20 organizations report having over 23,000 square feet of space that might be available for use by other nonprofit organizations, 70% of this space is large or small classroom space geared toward episodic use. ¯ Thirty-eight percent of nonprofit organizations report that during the next decade they will need 25% or more space than they currently use in order to meet demands for services they currently prgvide. When asked what kinds of space they will need, 51% of the responding organizations indicated they need dedicated space to use for client services, administrative or program offices, and storage. City of Palo Alto Nonprofit Survey Report 3 ¯ Fifty-five percent of respondents are "interested" or "very interested" in one or more of the following kinds of cooperative arrangements: shared use of the same facility, shared staffing, shared administrative functions, and shared funding and fund development. ¯ It appears that in the next decade, a number of nonprofit facility projects will be considered and may be developed simultaneously in Palo Alto. As older facilities also need renovation, nonprofits may be challenged by competition for capital campaign funds. ¯ From the nonprofit point of view, the following would be beneficial: continued use of City property for nonprofit services; additional dedicated space to meet nonprofit service demands; simpler City processes for approval of facility upgrades and disbursement of public funds. acknowledgement of and perhaps incentives for commercial landlords and churches that provide low-cost lease arrangements for nonprofits; planning to insure that new and upgraded facilities are functionally appropriate for nonprofit use (ex. child care and performing arts spaces); provision of dedicated parking for nonprofit employees, volunteers, and clients in business districts; meeting room(s) that nonprofits can use at no cost for periodic meetings; and a forum for nonprofits to exchange information about space needs and opportunities, and discuss options for joint use arrangements. City of Palo Alto Nonprofit Survey Report 4 H. INTRODUCTION The City of Palo Alto has historically supported nonprofit organizations in their work to serve community needs. In addition to allocating funding and establishing program partnerships, the City has emerged as a unique and significant facility provider. Some of this support is the result of the bequests of community philanthropists such as Lucie Stern, Elizabeth Gamble, and Rhona Williams who deeded property to the City. Other support evolved in response to growing community needs in such areas as child and elder care, or threatened losses of treasured community programs such as the Winter Lodge ice skating rink. Perhaps the most intentional support emerged in the 1980s when the City pursued land use agreements to create community centers after public schools were closed due to declining enrollment. This eventually’led to joint use and the development of community centers at the former Cubberley, Terman, and Ventura school sites and the arrangement for City-supported after-school programs on all public elementary school campuses. Throughout this history, Palo Alto’s citizens have been active participants in decision-making processes and stalwart in communicating community priorities in determining uses for City property. In recent years, economic and demographic trends have led to concern about the long- term feasibility of joint use sites and more generally the ability.of nonprofits to keep pace with escalating rents in Palo Alto. Last year, Palo Alto Unified School District announced the need to re-open a middle school at the Terman Community Center site, resulting in the displacement of the Jewish Community Center and other nonprofit services that lease space at Terman. At the May 30, 2000 City Council/School Board meeting, concern was expressed about the perceived facilities crisis for non-profits in the community, with the hope that it might be alleviated by joint use of City/District facilities. City staff recognized the desirability of gathering further information on nonprofit facility needs and undertook a survey effort to assess these needs in tandem with the City and School district’s development of a master plan for joint use of former school sites and other city facilities. During Fall 2000, an advisory committee of chief executives representing Palo Alto non- profits was formed and a consultant was retained to perform the nonprofit survey. The purpose of the survey was to gain an understanding of the landscape of Palo Alto’s nonprofit organizations by collecting specific data on projected services and facility needs and assessing how current trends might impact the fabric of services available to the community. The survey also provided an opportunity to gather data that would be widely useful to the City, nonprofit and philanthropic organizations, and the larger community in sustaining the strength of Palo Alto’s nonprofit community. III. METHODOLOGY The City decided to conduct a written survey of nonprofit organizations with the guidance of a representative group of nonprofit leaders. In August 2000, the City Manager’s Office formed a Nonprofit Advisory Committee. Over the course of five City of Palo Alto Nonprofit Survey Report 5 meetings, the group worked with a consultant and city staff to complete the following tasks: ¯ help identify the nonprofit organizations to be included in the survey; ¯ provide input into the creation of the survey instrument; and ¯ review the analysis of survey findings. In preparation for developing the survey instrument, the Nonprofit Advisory Committee outlined the following current trends facing nonprofit organizations as the context for the survey: ¯ occupancy costs and availability; ¯ labor issues including reduction and closure of services caused by lack of professionals, long commutes related to housing issues and staff living outside the community, and competition with private sector for wages; ¯ innovative responses to labor issues: flexible hours, degree support, and benefits; ¯ exploding senior population and increase in need for earegiver services; ¯ child care staff moving into public school classrooms and more interest in part-time child care; ¯ increase in referrals and early intervention programs; ¯ increase in need for adolescent support as school population grows and 15% increase in substance abuse sessions for adolescents; ¯ increase in organization capacity grants and decrease in United Way operational income; ¯ mergers of nonprofits that expand service areas and impact remaining nonprofits; ¯ perception that Palo Alto is not needy; ¯ job of board members is more challenging; and the ¯ increase in volunteer numbers, but a decrease in ability to make long-term commitments. Selection of Survey Respondents The Nonprofit Advisory Committee determined the survey audience to be all 501(c)3 nonprofit organizations, including faith organizations, located in Palo Alto. In addition, for-profit child care centers and organizations operating in bordering communities that requested to participate in the survey were included. Because no comprehensive list of Palo Alto nonprofit organizations existed, a database was developed by combining lists from Avenidas, Family Resources, Palo Alto Community Child Care, Palo Alto Endowment Fund, Palo Alto Ministerial Association, Palo Alto Weekly Holiday Fund, Peninsula Library System Community Information Program, Santa Clara County Supervisor Joe Simitian, YMCA of the Mid-Peninsula (United Way Directory), and Youth Community Service (Volunteer Center listing). The consultant confirmed contact information and addresses. An initial database of 200 organizations was reduced to 192 due to organizations moving or asking to be omitted from the survey audience. City of Palo Alto Nonprofit Survey Report 6 Survey Design The survey was designed through a collaborative process involving the consultant, City staff, and the Nonprofit Advisory Committee. As an initial step, the consultant researched surveys conducted recently in the Bay Area, one by CompassPoint Nonprofit Services (a survey of San Francisco nonprofits) and the other by Geoff Ball and Associates (a survey of David and Lucile Packard Foundation grantees in Santa Clara and San Mateo County). The consultant also reviewed a survey by Silicon Valley Council of Nonprofits and questions suggested by City Council members, City staff and nonprofit leaders. The Nonprofit Advisory Committee reviewed an initial list of questions and discussed the following: 0 What kinds of questions best define critical trends in current and projected services and facility needs? ¯What kinds of questions assess how trends might impact our community? ¯What kinds of questions would help us prioritize? ¯What kinds of questions would provide other information useful to the City, nonprofit organizations, and philanthropy, among others? From this discussion a draft survey was written by the consultant and finalized by the Nonprofit Advisory Committee. Subsequently, the Nonprofit Advisory Committee served as a pre-survey focus group in order to refine the survey questions. A complete copy of the survey instrument can be found in the attachments. Data Collection and Analysis The seven-page survey, a cover letter from the City Manager’s office detailing the purposes and benefits of the project, and a return envelope were mailed to the Executive Director or equivalent contact person of each nonprofit organization in early January 2001. The survey included informational items designed to assist in the creation of a nonprofit database, questions designed to provide a demographic and economic picture of nonprofits, and questions designed to gather specific data on current and projected facility needs. A concluding open question enabled additional input from survey respondents~ To insure a high return rate, the consultant and advisory committee members made follow-up calls to all nonrr.espondents. A total of 106 surveys were completed and returned. This represents a 55% return rate. Surveys were coded and tabulated using both quantitative and qualitative analysis procedures. With input from the Nonprofit Advisory Committee, additional analysis was completed. City of Palo Alto Nonprofit Survey Report 7 IV. FINDINGS Survey findings fall into four categories: data that provides a profile of Palo Alto’s nonprofit organizations, data on current facilities, data on future facility needs and interests, and a summary of responses to an open question. Proffie of Palo Mto Nonprofits As Table One shows, the majority of survey respondents are 501(c)3 organizations. Nine respondents are sponsored projects of 501(c)3 organizations that operate as independent organizations (e.g. Canopy and Youth Community Service). The non tax-exempt organization is a for-profit child care agency. Table 1 - Types of ?rganizations Type of Organization Frequency 501()3 organization 69 Sponsored project of a 501(c)3 organization 6 Chapter or branch of a regional, state, or national 501(c)3 4 Organization Govemment agency 1 A religious 501(c)3 organization 21 Non tax-exempt organization 1 Other (explain) - nonprofit professional association, 501[c]4 ¯4 (_N=106) The survey asked respondents to indicate the focus areas that best describe their organization’s services and one primary focus area. It also asked for populations served and one primary population served. Tables Two and Three summarize this data. Although this data is subjective, it does paint a picture of the diversity of needs and populations served by Palo Alto’s nonprofit community. Of special note is the larger number of organizations focused on arts/culture, education, and religion and the relatively fewer number of organizations focused on adult day care, employment and. training, and legal services (although this does not take into account the numbers of people served by these organizations). Thirty-eight percent of organizations report that they serve the general population. The remaining 62% are fairly evenly distributed among more specific populations (preschool aged children, children grades K-12, adults, families, seniors, people with disabilities, low income people, and other). City of Palo Alto Nonprofit Survey Report 8 Table 2 - Focus Areas of Nonprofit Organizations Response Arts/Culture Child Care Education Adult Day Care Employment/Training Environment Health Housing Legal Services Mental Health Recreation Religion Multi-service Other Focus Frequency 24 15 37 4 8 9 12 6 1 8 10 21 6 22 % of Responses 15% 8% 20% 2% 4% 5% 7% 3% 1% 4% 5% 11% 3% 12% Primary Focus Area Frequency 14 7 12 1 0 3 3 1 6 1 18 6 17 % of Responses ’15% 8% 13% 1% 0 3% 4% 3% 1% 6% 1% 19% 6% 18% "Other" includes: parent support and education, sustainable gardening, advocacy for families with attention and learning disorders. collaboration, consumers - help people plan ahead of death, help people understand legal services - find attorneys, ecological approach to value, breast feeding information and support, international relationships, homelessness, local issues, rehabilitation, senior services, public garden, youth mentoring, community - international and local, financial help at Christmas, on-site parochial school, advocacy for UN and support for Unicef, emergency and supplemental food, advocates urban forest, wildlife/animals, voter education and advocacy, public policy, post stroke program, housing services, elderly lunch program, disabilities, and grief counseling and education. Table 3 - Populations Served By Nonprofit Organizations Response Preschool aged children Children grades k-$ Youth in grades 6-12 Adults Families Seniors People with disabilities Low income people General population Other Population Frequency 31 45 48 55 48 44 31 31 46 11 % of Responses 8.0 12.0 12.0 14.0 12.0 11.0 8.0 8.0 12.0 3.0 Primary Population 7 4 2 10 8 7 6 5 33 4 % of Responses 8% 5% 2% 12% 9% 8% 7% 6% 38% 5% "’Other" includes: students-undergraduates, teens on probation, infants and toddlers (3). mothers and infants, all of the above, homeless people, youth to 24 years, people-humanitarian healers; primary also grades 6-12, urban wildlife, educators-policy makers - media, victims of discrimination, owners, and property managers. As a group, Palo Alto’s nonprofit organizations are significant economic players. Although total operating expenses vary, of the 94 organizations providing information, the total of all operating expenses equals $103,318,207. Sixty-eight percent of organizations responding (or a total of 72 organizations) have annual operating expenses under $1,000,000. City of Palo Alto Nonprofit Survey Report 9 Table 4 - Total Operating Expenses Ranges SIZE Under $1,000,000 FREQUENCY 72. Under $20,000 12 $20,000-$99,999 19 $100,000-$499,000 30 $500,000-$999,000 11 $1,000~000-$1,999,999 8 $2,000,000-$2,999,999 5 $3,000,000-$3,999,999 2 $4,000,000-$9,999,999 5 OVER $10,000,000 2 NO ANSWER PROVIDED 12 (N--lOS) The economic force of Palo Alto’s nonprofits is also_ demonstrated by other measures. Of those reporting information: ¯105 nonprofits employ a total of 847 part-time staff ¯102 organizations employ a total number of 1072 full-time staff. ¯103 organizations involve a total of 19,948 volunteers annually. ¯86 organizations serve a total of 33,040 unduplicated clients. The data also shows that Palo Alto’s nonprofits are deeply rooted.in the community. While most serve clients from outside the city, many were founded to serve specific community needs and several have "Palo Alto" in their names. When organizations were asked whether they need to be located in Palo Alto in order to continue to serve Palo Alto clients, 63% answered "yes", 23% answered "no", and 14% answered "it depends." (N=105) Most who answered "it depends" indicated they could be located in neighboring towns, but need to be close to Palo Alto. When asked to estimate how demand for their services in Palo Alto will change over the next 10 years, 25% answered that demand will stay the same, and the remaining respondents answered either that demand will increase or increase significantly. No organization indicated that demand for their services will decrease. (see Table Five) Table 5 - Projected Demand for Services Over the Next 10 Years Response Decrease significantly (more than $0 %) Decrease (up to $0 %) Stay the same Increase (up to $0%) Increase significantly (more than $0 %) (N=103) Frequency 26 57 2O % of Responses 0 0 25% 55% 19% City of Palo Alto Nonprofit Survey Report 10 Current Nonprofit Facility Arrangements Palo Alto nonprofits have been both shrewd and innovative in finding cost-effective facility arrangements. Facility arrangements are fairly evenly distributed among leases from the City of Palo Alto or other government agencies, space owned by the nonprofit, space provided free of charge, commercial leases, and other arrangements. Sixteen percent of respondents operate in space they receive at no cost and another 10% have space in Palo Alto churches. Of special note is the property at 3921 East Bayshore Road where a cluster of environmental organizations leases space from a nonprofit foundation (shown in "other"). ¯Table 6 - Current Facility Arrangements Response space owned by. the nonprofit organization space that is commercially leased space leased from a church or other refigious space leased from the City of Palo Alto space leased from another government entity space provided free of charge Other: in home, lease land own building, lease from another nonprofit, other space (N=134) Note: Frequency 28 22 13 2O 7 21 23 Some organizations have multiple sites and multiple arrangements. % of Responses 21% 16% 10% 15% 5% 16% 17% Nonprofit Organizations Which Own Property A total of 27 nonprofit organizations (25% of respondents) own 30 properties in Palo Alto. Fourteen of these are religious organizations. The combined square footage is 436,606 square feet with a range from the smallest facility with 1,500 square feet to the largest facility with 62,000 square feet: The range of ownership is from 1 year to 106 years. The average length of ownership is 39 years. Nonprofits Involyed in Leases Sixty-four respondents (60%) are involved in some kind of lease arrangement and thus are vulnerable to economic fluctuations and the interests of the landowner whether a government agency, church, another nonprofit, or a private owner. Thirty-one nonprofit agencies report that,they have leases that expire in 2001 or 2002 and are thus the most insecure. One agency, Palo Alto Community Child Care, has nine different leases that expire in the next two years. Nonprofits that lease report an average most recent rent increase of 13.3% and project an average next rent increase of 13.8%. The importance of affordable space provided by the City of Palo Alto cannot be underestimated. Beyond the 15% who indicate their organization operates in space leased from the City of Palo Alto, another 10% (shown in "other") have other kinds of facility arrangements that either do not involve leases or are for programmatic purposes (e.g. Friends of the Palo Alto Library). Thus 25% of nonprofits that returned surveys benefit directly from City facilities. Thirty-seven City of Palo Alto Nonprofit Survey Report 11 percent of organizations with.the primary focus of arts/culture lease from the City of Palo Alto and appear to be the group of nonprofits most at risk should this City support change. The role of churches in providing facilities for nonprofits must also be recognized. Thirteen agencies report that they operate in facilities leased from churches. Although it was not addressed specifically in the survey, church leaders indicated anecdotally that a significant number of nonprofits from Palo Alto and the larger region use church facilities for programmatic purposes. Twenty-two organizations (21% of respondents) are involved in commercial leases. Organizations with commercial leases are fairly evenly divided among those that indicate their focus areas to be arts/culture, child care, education, health, environment, and legal services. Nineteen of these organizations reported, enough information to compare commercial leases among nonprofit organizations. As Table Seven shows, commercial lease arrangements are clustered in the Downtown, California Avenue/El Camino, and the Middlefield/San Antonio Road areas. Only one organization (Property E - a child care center in the Downtown area) appears to be paying close to full market rate for their commercial space. The average most recent rent increase is 25% (n=16). The average percent of next rent increase expected is 42% (N=10). Almost half of the commercial leases will expire in 2001 or 2002. ¯ Table 7:l-Commercially-Leased Facilities Downtown Address Downtown Property A Property B Property C Property D Property E Current Cost per Sq. foot $2.70 $2.92 $ .62 $8.33 Lease Expires 12/2002 312003 8/2001 Month to month 7/2002 Can you renew your lease? Yes Yes Yes Yes Percent increase of most recent rent increase 10% 10% 4O% 15% If can renew, estimate of percent rent increa expected 15% City of Palo Alto Nonprofit Survey Report 12 Table 7.2 - Commercially Leased Facilities-California Avenue/El Camino, Address Current Lease Can you Percent CA Avenue/ ~l Camino Property F Property G Property H ¯ Property I Property J Property K Property L Property M Property N Cost per Sq. foot $1.88 $2.05 $1.49 $3.60 $3.00 $2.22 $1.14 $1.14 Expires. 4/2001 6/2009 112006 12/2001 112002 4/2005 12/2001 5/2001 renew your lease? Yes Yes Yes Yes Yes - annual lease Yes Hope so Yes Yes increase of most recent rent increase lO% 2% 0 7.5% 72% 50% 6% 5% If can renew, estimate of percent rent inere~ expected lO% unknown 100% 7.5% 80% 100% 5% City of Palo AltO Nonprofit Survey Report 13 Table 7.3 Commercial Leased Facilities-San Antonio Road/Middlefield Road San Antonio/ , Mlddlefield Property O $3.33 4/2004 ?40% Property P $1.58 7/2002 ?40%40% Property Q $’ .83 1/2006 Yes 12%10% Property R $3.25 11/2005 Yes 70%50% Property S $3.19 6/2002 Yes 3% Notes for Tables 7.1 and 7.2 and 7.3: Blank spaces indicate that no answer was provided. TwO agencies checked that they were involved in commercial leases but did not provide additional information. A third agency leases warehouse space in Menlo Park and is not included in this table. Square foot lease rates are calculated from rental rates and square footage provided. Comparison of Lease Rates As noted above, the data demonstrates that Palo Alto’s nonprofit organizations have secured lease arrangements below commercial market rates. Table Eight compares the average rates per square foot between current nonprofit arrangements and current commercial office and research and development rates. The City of Palo provides the lowest lease rate. Table 8 - Nonprofit and Commercial Lease Rates Compared Lease Arrangement Average Rate/Square Foot A. Nonprofits leasing from City of Palo $.88/SF Alto at Cubberley Community Center B. Nonprofits leasing from a church or other religious organization C. Nonprofits leasing commercially D. Commercial Office Lease Rate Citywide (January 2001) E. Commercial Research and Development Lease Rate Citywide (January 2001) $.94/SF $2.36/SF $9.04/SF $8.32/SF City of Palo Alto Nonprofit Survey Report 14 Table 8 notes: Items A, D, E were provided by the City of Palo Alto. For Item B, 13 nonprofits indicated lease arrangements from churches or other religious organizations. Of these, three were excluded that did not provide lease amounts and two were excluded that were assumed to be programmatic arrangements. For Item C, 22 nonprofits indicated commercial lease arrangements. Of these, three were excluded - two did not provide additional information and one leases warehouse space in Menlo Park. For items B and C organizations were omitted that receive their space free of charge. Space Currently Available from Nonprofits When nonprofit organizations were asked whether they have space that might be available for use by other nonprofits, respondents reported a total of 23,150 square feet of space that might be available. The 22 organizations listed below reported some kind of space might be available for use by other nonprofits. It is important to note that the survey did not ask about lease rates, time availability, or other restrictions nonprofits might have in leasing space to other nonprofits. Adult & Child Guidance Center/Family Service Mid-Peninsula All Saints Episcopal Church Ananda Church of Self-Realization CAR Church of Scient01ogy (occasional small classroom space) Clara-Mateo Alliance, Inc. Congregation Emek Beraeha Crossroad Community Church Dance Visions/Dance Action, Inc. First Christian Church First Congregational Church First School Preschool Gamble Garden (occasional small rental space may be available) MAGIC PARCA-Page Mill Court Housing Palo Alto Area Red Cross Recording for the Blind and Dyslexic (meeting room in 2002) St. Andrew United Methodist Stevenson House Trail Center Unity Palo Alto Community Church YWCA of the Mid-Peninsula Kinds of Space Currently Available from Nonprofits Table Nine shows the kinds of space that nonprofits report they currently have available for use by other nonprofits. It appears that 70 percent of space available is large space and small classroom space which are generally for more occasional uses and fluctuates depending on the needs of the leasing nonprofit. Some of the "other" answers include City of Palo Alto Nonprofit Survey Report 15 space for child care (YWCA), a swim center (CAR), and space that might be available if use restrictions could be changed. Table 9 - Kinds of Space Nonprofit Organizations Mig Response Large space for activities of clients (e.g. fitness) Small classroom space Private space in which to serve clients 2 Administrative or program office space 2 Storage space 0 Athletic fields O No space is available 0 Other 7 (N=36) Note: some organizations checked multiple kinds of space. Frequency 13 13 ht have Available % of Responses 35% 35% 5% 5% 0 0 0 19% Future Facility Needs Respondents were asked to estimate how much additional space they will need in Palo Alto in the next 10 years to meet demands for services they currently provide. As Table 10 shows, the majority report the need for some amount of additional space for services they currently provide. Table 10 - Space needed for current services Response S0% or more space than currently used 2S%-49% more space than currently used 0%-24% more space than currently used Don’t know how much space will be needed Other (N=100) Frequency 26 12 35 16 11 % of Responses 26% 12% 35% 16% 11% Comments in response to "other" included several that specified that no additional space was needed, two that indicated they could benefit from space but don’t need it, and the remainder that provided specifications for the kinds of space needed. Table 11 shows the kinds of space in Palo Alto that nonprofits indicate they will need in the next ten years. Twenty-nine percent of responses indicate the need for large activity and small classroom space. Fifty-one percent of responses were for more dedicated space including private space in which to serve clients, administrative or program office space, and storage space. Space needs described in the "other category" include outside display space for vegetable and flower starts, meeting space, theatre space with related rehearsal space, pool access, wall space at City Hall, low-income housing, community media center, monthly meeting room, expansion of current space, space to accommodate a K-8 school, swimming pools and a gymnasium, animal clinic and aviary, dining and cooking facilities, and parking, among others. City of Palo Alto Nonprofit Survey Report 16 Large activity space (fitness classes, large mtgs.) Small classroom space Private space in which to serve clients Administrative or program office space Table 11 - Kinds of Space Needed in the Next 10 Years Response Frequency 29 27 25 % of Responses 15% 14% 13% 22% Storage space Athletic fields No additional space is currently needed Other Note: Many nonprofits indicated the need for multiple kinds of spaces. 32 4 21 15 16% 2% 11%. 8% Many nonprofits report the need for additional space; yet, when asked to indicate the likelihood of various results (on a scale of 1-5 with five being "most likely") if affordable space could not be found in Palo Alto, the likelihood was neutral at best that the lack of affordable space would result in stated changes to their organization. Perhaps nonprofits do not seek economies of scale which would necessitate growth, either because their activities don’t lend themselves to such economies, or because their management practices don’t take this into account. As Table 12 shows, the most likely result was "will not expand to meet needs." Sixteen organizations provided additional possible results in the "other" category. These included: moving to private homes, securing space in adjacent communities, getting space donated or at low cost, and continuing to have a crowded dining-room, among others. Table 12 - Likelihood of the following results if an organization’ cannot find affordable space in Palo Alto within the next 10 years. (1) (2) (3) (4). ($) Not Somewhat Neutral Likely Very likely likely likely 2.2 2.4 1.8 3.2 1.9 (a)Curtail programs, downsize (b)Move to another nearby community (c)Cease doing business (d)Will not expand to meet needs (e)Join forces/merge with another organization (N=82) City of Palo Alto Nonprofit Survey Report 17 Factors lmpedin_~ the Work of Palo Alto’s Nonprofit Organizations As noted in the Methodology section, nonprofit leaders involved in the survey design were keenly aware of multiple trends currently facing nonprofits. As Table 13 illustrates, survey results showed that while occupancy costs and availability are one factor impeding nonprofit agencies from serving the Palo Alto community, thisfactor was equally or less often selected when nonprofits were given a list of factors. "Other" responses included: parking for clients and volunteers, accessibility for handicapped, cost of retaining staff, excessive non-residential construction, declining membership, and lack of performance opportunities, among others. Table 13 - Factors Currently Impeding Nonprofit Organizations’ Abilit Response Occupancy costs and availability Paid labor shortages Volunteer labor shortages Competition for funds Inability to provide competitive wages Cost of recruiting staff Other (N--~) Frequency 40 38 33 35 46 37 19 to Serve the Community % of Responses 16% 15% 13% 14% 19% 15% 8% .loint Use When asked to indicate their level of interest in various types of cooperative arrangements with other nonprofits (on a scale of 1-5 with five being "very interested"), the averages of responses show that respondents are somewhat interested to neutral about cooperating with other nonprofits (see Table 14). Despite these averages, 58 organizations gave a "4" or "5" to one or more factors. Thus, 55% of respondents are "interested" or "very interested" in one or more cooperative arrangements. "Other" comments provided additional ideas for cooperative arrangements: shared transportation, vans, buses; a staff substitute pool; shared performances that offer more variety to the public and split workload; conferences; and purchase of a facility. Table 14 - Level of Interest in Types of Cooperative Arrangements (1)(2) (3)(4) Not Somewhat Neutral Interested Interested Interested (~) Very Interested 2.9 2.2 2.1 2.5 (a)Shared use of the same facility (b)Shared staffing (c)Shared administrative functions (d)Shared funding and fund development City of Palo Alto Nonprofit Survey Report 18 Summary of Open Question Responses The survey concluded with a final open question asking, Is there anything else you would like us to know about service or facility Wends facing your nonprofit organization? Several themes emerged through the content analysis of respondents’ answers. ¯ Survey respondents noted the following additional trends in service areas: -costs and scarcity of land available for affordable housing -need for increases in services for the elderly in South Palo Alto. -demand for help as the gap between "haves" and "have-nots" increases. -uncertainty about whether young families will be able to afford to live here. ¯ Design and Availability of Facilities. Nonprofits are concerned about the quality and availability of facilities especially for performing arts groups. They hope for new facilities that are designed with consideration to the functional needs of nonprofits. ¯ Uncertainty about the Future. Nonprofits are concerned about the costs of facilities, the need to make building improvements especially to aging facilities, their ability to continue to secure long-term leases and address impending rent increases, and the future of joint use facilities. ¯ Obstacles. Nonprofits want simpler City processes and support to overcome obstacles such as parking and the need for meeting space. ¯ Commitment to Palo Alto. Many respondents commented on their length of service to the Palo Alto community and hopes to serve the community for years to come. V. CONCLUSION Survey results suggest that while there is not a facility crisis among nonprofits as a whole, some are currently at risk and there exist a number of warning signs that provide opportunities for action. ¯ During the next decade, the majority of nonprofits project that demand for their services will increase. To meet current and future demand, nonprofits will need dedicated space that is currently not available. ¯ Nonprofits have clearly come to rely on affordable lease arrangements. Changes in the City of Palo Alto’s, churches’, or commercial landlord’s policies and practices could impact the many focus areas and populations served by Palo Alto’s nonprofits. Although the survey did not ask nonprofits to indicate how much of a rent increase their budgets could bear, most of Palo Alto’s nonprofits have smaller budgets and capital funds are often more difficult to raise than program funds. City of Palo Alto Nonprofit Survey Report 19 ¯ It appears that in the next decade, a number of nonprofit facility projects are hoped for and may be developed simultaneously in Palo Alto. As older facilities also need renovation, nonprofits may be challenged by competition for capital campaign funds. ¯ During the administration of this survey, several nonprofit organizations left Palo Alto. Their story is not told. From the perspective of nonprofits, the community would benefit from: continued use of City property for nonprofit services; additional dedicated space to meet nonprofit service demands; simpler City processes for approval of facility upgrades and disbursement of public funds. acknowledgement of and perhaps incentives for commercial landlords and churches that provide low-cost lease arrangements for nonprofits; planning to insure that new and upgraded facilities are functionally appropriate for nonprofit use (ex. child care and performing arts spaces); provision of dedicated parking for nonprofit employees, volunteers, and clients in business districts; meeting room(s) that nonprofits can use at no cost for periodic meetings; and a forum for nonprofits to exchange information about space needs and opportunities, and discuss options for joint use arrangements. The nonprofit survey f’mdings provide an opportunity for the City of Palo Alto, Palo Alto Unified School District, nonprofit organizations, philanthropic groups, and the larger community to continue to collaborate to sustain Palo Alto’s nonprofit community through strategically planned use of community facilities. In this way, we will continue our community’s tradition of valuing and supporting nonprofit organizations as they work to serve Palo Alto’s citizens. Survey Respondents List of A_oencies ResDondin_o to Survey ACHIEVE Adolescent Counseling Services Adult and Child Guidance Center Albert L. Schultz Jewish Community Center All Saints Episcopal Church ALLIANCE for Community Care Ananda Church of Self-Realization J Avenidas Baha’i Faith of Palo Alto California Youth Symphony Canopy: Trees for Palo Alto CAPA Center for New Beginnings Christmas Bureau of Palo Alto Church of Christ at Palo Alto Church of Scientology Mission of Palo Alto Citizens Committee to Complete the Refuge Clara-Mateo Alliance, Inc Committee for Green Foothills Common Ground/Ecology Action Community Association for Rehabilitation (CAR) Community Breast Health Project Community Skating Inc. - Winter Lodge Community Working Group, Inc. Congregation Emek Baracha Covenant Presbyterian Church Creative Health Network List of Aaencies Res~)ondina to Survey Crescent Park Community Child Care Crossroads Community Church DanceVisions/Dance Action, Inc. EdSource, Inc. El Camino Youth Symphony Environmental Volunteers¯ First Christian Church First Church of Chdst, Scientist First Congregational Church First Congregational Church Nursery School First Lutheran Church First School Preschool First United Methodist Church Foundation for a Global Community Friends of the Palo Alto Library Funeral Consumers Alliance Grace Lutheran Church Heads Up! CDC Hua Kuang Chinese Reading Room Intervarsity Christian Fellowship Islamic Society of North America (ISNA - West) Kara . Kitty Petty ADD/LD Institute Kurt and Barbar Gronowski Clinic La Comida de California La Leche League Mid-Peninsula ¯ Leadership Mid-Peninsula List of A_aencies Resoondin_a to Survey League of Women Voters of Palo Alto Magic, Inc. MayView Community Health Center Mid-Peninsula Access Corporation Mid-Peninsula Citizens for Fair Housing Mid-Peninsula Home Care and Hospice Services Mini Infant Center of Palo Alto~ Museum of American Heritage Neighbors Abroad - Palo Alto Art Center Pacific Art League of Palo Alto Palo Alto Area Bar Association Palo Alto Area Red Cross Palo Alto Community Child Care Palo Alto French Film Society Palo Alto Friends Nursery School Palo Alto Housing Corporation Palo Alto Muslim Community Center (PAMCC) Palo Alto Parents and Professionals for Art Palo Alto Philharmonic Palo Alto Players Palo Alto VA Child Development, Inc. Whistlestop CDC PARCA: Page Mill Court Housing Parents Leadership Institute Peninsula Bible Church Peninsula Clef Hangers Peninsula Ctr. for the Blind & Visually Impaired Peninsula Day Care Center List of Aoencies ResDondino to Survey Peninsula Women’s Chorus/Foothill College Private Party Productions Inc. Raices de Mexico REACH Program/Foothill College Recording for the Blind & Dyslexic Red Thistle Dancers Ronald McDonald House at Stanford Second Church of Christ, Scientist South Palo Alto Food Closet St. Andrew United Methodist Church Stevenson House The Children’s Pre-School Center The Elizabeth F. Gamble Garden Center The Health Ubrary at Stanford TheatreWorks Trail Center United Nations Association of the USA Unity Palo Alto Community Church University Lutheran Church Urban Ministry of Palo Alto West Bay Opera Association Wildlife Rescue YMCA of the Mid-Peninsula Youth Community Service YWCA of the Mid-Peninsula Survey Instrument Nonprofit Survey ¯ City of Palo Alto This survey should take 20 minutes to complete. Please answer all the questions below based on_your knowledge as the leader of a nonprofit organization serving the Palo Alto community. Pl~.~_~. m~k~. infnrmP.d .iHdgm~.nt.~ wh~.n P.x~c.t infnrm~tinn i~ Hn~v~il~hl~.. If a question is not applicable to your organization, mark it NA. Contact Megan Swezey Fogarty at msfog@aol.com or (650) 473-0428.ext. 2 with any questions. Information About Your Services Organization Name" Organization Primary Address: Phone:FAX: Web Site URL: Contact Person: Contact Person Title: Contact Person E-Mail Address’ Which of the following best describes your organization’s status? (Check one.) I~(a) 501(c)3 organization 1:3 (b) Sponsored project of a 501 (c)3 organization I~(c) Chapter or branch of a regional, state, or national 501 (c)3 organization 1"1 (d) Government agency 1"1 (e) A religious 501 (c)3 organization 1~(f) Non tax-exempt organization I~(g) Other (explain): Nonprofit Survey 1 City of Palo Alto Which of the following best describe(s) the focus of your organization? (Check all that apply and circle your orimarv focus area.) 0 (a) Arts/Culture O (b) Child Care O (c) Education O (d) Adult Day Care O (e) Employment/Training 0 (f) Environment 0 (g) Health 0 (h) Housing 0 (i) Legal Services 0 (j) I~lental Health 0"1 (k) Recreation 0 (I) Religion i"! (m) Multi-service 0 (n) Other (specify): What is the population(s) served by your organization? (Check all that apply and circle the orima~ population served.) I-I (a) 0 (b) I"1 (c) I-I (d) Preschool aged children Children in grades K-5 Youth in grades 6-1 2. Adults O (e) Families O (i) General population I-I (f) Seniors O (j) Other (specify)-: 0 (g) People with disabilities I-I (h) Low-income people What were the total operating expenses of your organization last fiscal year? 5. How many paid staff work at your site(s) in Palo Alto? Number of part-time staff:Number of full-time staff: 6.On average, how many volunteers work at your site(s) in Palo Alto each year? 7. How many unduplicated clients does your organization serve annually? 8.What percent of the total number of people served annually do you estimate are Palo Alto residents? Nonprofit Survey 2 City of Palo Alto 9.Given the trends in your organization’s area of focus defined in question #2, how do you estimate the demand for your services in Palo Alto will change over the next 10 years? (Check one.) I-I (a) Decrease significantly (more than 50%) [~(b) Decrease (up to 50%) 1"3 (c) Stay the same [~(d) Increase (up to 50%) I-I (e) IncreaSe significantly (more than 50%) Your Current Facilities 10. Which of the following best describes your organization’s facility status in Palo Alto? If you operate at more than one facility in Palo Alto, .please write in the space provided the number of facilities that are described by each of the options below. My organization operates a facility (or facilities) at: (a) space owned by the nonprofit organization (b) space that is commercially leased (c) space leased from a church or other religious entity (d) space leased from the City of Palo Alto (e) space leased from another government entity (f) space provided free of charge (g) other (explain): 1 1. In order to continue to serve your Palo Alto clients does your facility need to be located in Palo Alto? ~ Yes No [~ Depends (please explain): Nonprofit Survey City of Palo Alto 12. Please fill in this table about each facility that your organization leases in Palo Alto. If you receive your space at no cost, please put =0" in the monthly rent column. Do not include sites used for programmatic arrangements with other organizations. If you have more than three sites please attach additional sheets with the requested information. If you do not lease or borrow space in Palo Alto, please write NA. Address (Example: 212 Oak St.) Total Square Footage (Example: 2,500 SqF) Current Monthly Rent (Example: $3,000) Lease Expiratior Date (Example: 5/01) Can you renew your lease? (Example: Yes) Percent increase of most recent rent increas, (Example: 25%) If you can renew, estimate the percent increase in rent expected (Example: 100~) 13. Please fill in this table about each site your organization owns in Palo Alto. If your organization does not own property in Palo Alto write NA. Address (Example: 1 12 Oak St.) Total square footage (Example: 3,000 square feet) How long have you owned it? (Example: 5 years) Nonprofit Survey 4 City of Palo Alto 14. If your organization has unused space that might be available for use by other nonprofit organizations in Palo Alto, how much square footage might be available? square feet 15. If your organization has space that might be available for use by other nonprofit organizations, what kinds of space might be available? (Check all that apply.) I-I (a) Large space for activities of clients (e.g. fitness classes, large meetings) I-I (b) Small classroom space i~ () Pdvate space in which to serve clients I~ (d) Administrative or program office space 1"3 (e) Storage space [~ (f) Athletic fields I~ (g) No space is available I’1 (h) Other (please specify): Your Current and Future Space Needs 16. How much additional square footage do you estimate your organization will need in Palo Alto in the next 10.years to meet demands for the services you currently provide? (Check one.) I~J (a) 50% or more space than currently used I-I (b) 25%-49% more space than currently used I~J (c) 0%-24% more space than currently used I-I (d)Don’t know how much space will be needed [~(e) Other (please describe): Nonprofit Survey City of Palo Alto 17.If you anticipate needing additional space in Palo Alto in the next ten years, which of the following best describes, your space needs? (Check all that apply.) I~](a) Large activity space (e.g. fitness classes, large meetings) ~](b) Small classroom space I~(c) Private space in which to serve clients [~(d) Administrative or program office space {3 (e)Storage space I’1 (f) Athletic fields . 13(g) No additional space is currently needed {3 (h) Other (please describe): 1 8. Use the following scale to indicate the likelihood of the following results if your organization cannot find affordable space in Palo Alto within the next ten years: (1) (2) (3)(4)(5) Not Somewhat Neutral Likely Very likely likely likely (a) Curtail programs, downsize (b) Move to another nearby community (c) Cease doing business (d) Will not expand to meet needs (e) Join forces/merge with another organization (f) Other (please specify): Nonprofit Survey 6 City Of Palo Alto 19. Which of the following factors are currently impeding your organization’s ability to serve the Palo Alto community? (Check all that apply.) I~(a) Occupancy costs and availability I~(b) Paid labor shortages I~(c) Volunteer labor shortages [~](d) Competition for funds I"1 (e) Inability to provide competitive wages I~](f) Cost of recruiting staff I-I (g) Other (please specify): 20. Use the following scale to indicate how interested or disinterested your organization is in the following types of cooperative arrangements with other nonprofit organizations: (i)(z)(3)(4)(s) Not Somewhat Neutral Interested Very interested interested interested (a) Shared use of the same facility (b) Shared staffing (c) Shared administrative functions (d) Shared funding and fund development (f) Other (please specify): 21. Is there anything else you would like us to know about service or facility trends facing your nonprofit organization? Please use the back of this page for additional space as needed. Thank you for your assistance. Please return in enclosed envelope to: M. Swezey, 2421 Bryant Street, Palo Alto, CA 94:301 Nonprofit Survey City of Palo Alto City of Palo Alto City Manager’s Report