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Income & Expense Proration Examples
Excluded Member Pays Entire Expense Amount
Household situation
- Four children on CalFresh with no income.
- Mother is an excluded noncitizen and earns $1000 monthly.
- Mother pays all of the rent from her earnings.
- Rent is $500 and includes the utilities.
Income
| $1000 | excluded member’s earnings |
| ÷ 5 | contributors (1 noncitizen with income + 4 eligible CalFresh HH members) |
| = $200 | per person |
| x4 | eligible CalFresh HH members |
| = $800 | CalFresh HH share of excluded member’s earnings. |
Count $800 earnings (allow the earned income deduction).
Housing
| $500 | total rent |
| ÷ 5 | contributors (1 noncitizen with income + 4 eligible CalFresh HH members) |
| = $100 | per person. |
| x 4 | eligible CalFresh HH members |
| = $400 | rent allowed in the CalFresh budget. |
Count $400 rent.
Shared Expenses
Household Situation
- Mother and three children receive $897 CalWORKs & CalFresh.
- One SSN excluded child receives $200 monthly child support.
- All income is pooled.
- Rent is $600 and includes the utilities.
Income
| $200 | excluded member’s income |
| ÷ 5 | (1 SSN excluded member with income + 4 eligible CalFresh HH members) |
| = $40 | per person |
| x 4 | eligible CalFresh HH members |
| = $160 | CalFresh HH share of excluded member’s income. |
Count $160 child support, $897 CalWORKs
Housing
| $600 | total rent |
| ÷ 5 | contributors (4 eligible CalFresh HH members + 1 SSN disqualified member) |
| = $120 | per person. |
| x 4 | eligible CalFresh HH members |
| = $480 | rent allowed in the CalFresh budget. |
Count $480 rent.
Flat Rate and Shared Expenses
Household situation
- Mom and one child are excluded noncitizens.
- She works part-time and earns $300 monthly.
- Her other two children receive $608 CalWORKs & CalFresh.
- Boyfriend lives with her and they buy and prepare food together.
- Her boyfriend is an excluded SSN disqualified CalFresh HH member.
- He earns $600 per month and gives her $200 for his share of the rent & utilities.
- Rent is $600 per month and includes the utilities.
Income
| Noncitizen Excluded Member’s Income Computation | SSN Disqualified Excluded Member’s Income Computation | ||
| $300 | excluded noncitizen member’s income | $600 | excluded SSN disqualified member’s income |
| ÷ 4 | (2 noncitizen excluded member + 2 eligible CalFresh HH members) | ÷ 3 | (1 SSN disqualified excluded member + 2 eligible CalFresh HH members) |
| = $75 | per person | = $200 | per person |
| x 2 | eligible CalFresh HH members | x 2 | eligible CalFresh HH members |
| = $150 | CalFresh HH share of excluded member’s income. | = $400 | CalFresh HH share of excluded member’s income. |
Count $150 earnings from mom, $400 earnings from boyfriend (allow the earned income deduction), $608 CalWORKs.
Housing
| $600 | total rent |
| ÷ 5 | contributors (2 eligible CalFresh HH members + 1 excluded SSN disqualified member + 2 noncitizen excluded members) |
| = $120 | per person. |
| x 2 | eligible CalFresh HH members |
| = $240 | rent allowed in the CalFresh budget. |
Count $240 rent.
Reminder: Even if a SSN disqualified/ineligible noncitizen makes a fixed or flat rate contribution to an expense, the known contribution is NOT deducted and the expense MUST be prorated.
In prorating income, DO NOT combine the groups when the household contains both excluded noncitizen and SSN disqualified members.
IPV-Excluded Member Has Earnings
Household situation
CalFresh HH contains a mother, father and 2 children on CalWORKs of $897 per month.
Sister of the father is excluded due to an IPV conviction. She works part-time and earns $400 per month.
Rent is $400 and the household is eligible for SUA.
Compute the CalFresh budget as described below.
Income
Count $897 CalWORKs and the excluded IPV sister's full income of $400. Allow the 20% earned income deduction on the sister's income.
Rent
Count the full $400.
Utilities
Count the SUA.
Excluded Noncitizen; Only CalFresh HH Has Income
Household situation
- CalFresh HH contains 3 children receiving $752 CalWORKs.
- The mother and father are excluded as ineligible noncitizens and have no income.
- Rent is $300.
- HH is eligible for SUA.
Count the full amount of income and expenses on the CalFresh budget because only the CalFresh household has income.
Income
Count $752 CalWORKs.
Rent
Count $300.
Utilities
Count SUA.
Only Excluded Noncitizen Has Income
Household situation
- An ineligible noncitizen father with one child disqualified for SSN are excluded.
- The father has $900 per month earnings.
- The mother and three other children have no income and receive CalFresh.
- Rent is $600.
- HH is eligible for LUA.
Compute the CalFresh budged as described below.
Income
| $900 | excluded members earnings |
| ÷ 5 | (1 excluded noncitizen + 4 CalFresh HH members) |
| = $180 | per person |
| x 4 | CalFresh HH members |
| = $720 | CalFresh HH share of excluded members earnings |
Count $720 earnings (allow the earned income deduction).
Reminder: For proration of income, must divide evenly among CalFresh HH eligible members and those members excluded as noncitizens. Therefore, the excluded SSN disqualified child is not included in the proration.
Housing
| $600 | total rent (paid by 1 excluded member) |
| ÷ 5 | (1 excluded + 4 CalFresh HH members) |
| = $120 | per person. |
| x 4 | eligible CalFresh HH members |
| = $480 | CalFresh HH share of rent |
Count $480 rent.
Note: Excluded SSN disqualified child does not meet definition of a contributor and is therefore not included in the proration of expenses.
Utilities
Count LUA.
Only Excluded Ineligible Student and Noncitizen Members Have Income
Household situation
- Two children on CalFresh only.
- Mother is an ineligible noncitizen and earns $900 a month.
- One ineligible student gets $300 monthly and pool income with the mother.
- Total rent is $600, and the household is eligible for SUA.
Income
| $900 | Excluded mother's earnings |
| ÷ 3 | (1 excluded + 2 eligible CalFresh HH members) |
| = $300 | per person. |
| x 2 | eligible CalFresh HH members |
| = $600 | CalFresh HH share of excluded member's earnings. |
Count $600 earnings (allow earned income deduction).
Note: Ineligible student is an excluded member and not entitled to a share of the mother’s earnings. For income computation purposes ONLY, ineligible students are treated as non-household members and not included in the proration of income.
Housing
| $600 | total rent |
| ÷4 | contributors (1 excluded student, 1 excluded noncitizen and 2 eligible CalFresh HH members). |
| = $150 | per person |
| x 2 | eligible CalFresh HH members |
| = $300 | CalFresh HH’s share of rent |
Count $300 rent.
Utilities
Count SUA.
Excluded Noncitizen and CalFresh HH Pool Income
Household situation
- Excluded noncitizen parent earns $300 per month.
- Two children get $608 per month CalWORKs and CalFresh.
- They all pool their money for household expenses.
- Rent is $300.
- CalFresh HH is eligible for SUA.
- Child care expenses are $180 per month.
Compute the CalFresh budget as described below:
Income
| $300 | excluded member earnings |
| ÷3 | (1 excluded + 2 CalFresh HH members) |
| = $100 | per person. |
| x 2 | eligible CalFresh HH members |
| = $200 | CalFresh HH share of excluded member’s earnings |
Count $200 earnings (allow the earned income deduction), $608 CalWORKs
Housing
| $300 | shared cost of rent |
| ÷3 | (1 excluded + 2 CalFresh HH members) |
| = $100 | per person. |
| x 2 | eligible CalFresh HH members |
| = $200 | CalFresh HH share of rent. |
Count $200 rent.
Utilities
Count SUA.
Dependent Care
| $180 | child care |
| ÷3 | contributors (1 excluded + 2 CalFresh HH members) |
| = $60 | per person. |
| x 2 | eligible CalFresh HH members |
| = $120 | CalFresh HH share of child care. |
Count $120 dependent care.
CalFresh HH and Excluded Noncitizens Paid in One Combined (Undifferentiated) Payment
Household situation
- Two noncitizen parents and two minor children get $897 CalWORKs monthly.
- The children get CalFresh.
- Rent, including utilities, is $300 mo.
Income
| $897 | CalWORKs |
| ÷4 | CalWORKs recipients |
| = $226.25 | per person |
| x 2 | CalFresh HH members (for whom the payment was issued.) |
| = $452.50 | CalWORKs to CalFresh budget |
Count: $452.50 CalWORKs
Housing
| $300 | rent |
| ÷4 | contributors (2 excluded & 2 CalFresh HH members) |
| = $75 | per person |
| x 2 | eligible CalFresh HH members |
| = $150 | CalFresh HH share of rent |
Count $150 rent.
IPV-Excluded, Excluded Ineligible Student, and CalFresh HH Members Pool Income
- Household situation
- Father, mother and four children on CalWORKs get $1146 month CalWORKs.
- Mother and three children get CalFresh. Father is excluded from CalFresh due to an IPV and one child is an ineligible student (IS).
- An older sister aged 19 is an excluded Ineligible student makes $300 monthly and is an excluded CalFresh HH member.
- The family pools the CalWORKs and the ineligible student’s income to pay the household’s expenses.
- Total rent is $700, and the household is eligible for SUA.
Income
Do not count the income of ineligible student.
All of the IPV excluded father's CalWORKs is counted.
Count $1146 CalWORKs.
Housing
| $700 | rent shared |
| ÷7 | contributors (1 IPV- excluded, 1 ineligible student excluded, + 5 CalFresh HH members) |
| = $100.00 | per person. |
| x 6 | (1 IPV excluded + 5 CalFresh HH members) |
| = $600.00 | CalFresh HH's share of rent. |
Count $600.00 rent.
Utilities
Count SUA.
Excluded Noncitizen and CalFresh HH Have Income; Excluded Noncitizen Pays Flat Rate for Housing Only
Household situation
- Excluded noncitizen mother has no income.
- One excluded noncitizen child has $500 per month nonexempt earnings.
- Two children receive $608 per month CalWORKs, and CalFresh.
- Total rent is $600 per month.
- The excluded noncitizen child pays the mother $200 per month for rent including utilities, which the mother applies in full to the total rent.
- HH is eligible for SUA, and the utility bills are paid from the CalWORKs grant.
Income
| $500 | excluded member earnings |
| ÷4 | (2 excluded + 2 CalFresh HH members) |
| = $125 | per person |
| x 2 | eligible CalFresh HH members |
| = $250 | CalFresh HH share of excluded members earnings. |
Count $250 earnings (allow the earned income deduction), $608 CalWORKs
Housing
| $600 | total rent |
| ÷ 4 | contributors (2 excluded noncitizens + 2 CalFresh HH members) |
| = $150 | per contributor. |
| x 2 | CalFresh HH members |
| = $300 | CalFresh HH share of rent. |
| (Flat rate contribution made by excluded noncitizen members are not counted. Per regulations, expenses must be prorated. | |
Count $300 rent.
Utilities
Count SUA.
SSN-Excluded Members and CalFresh HH Have Income; Flat Rate for Combined Expenses
Household situation
- Two adult sisters and their families apply for CalFresh.
- One sister is excluded as an ineligible noncitizen, and her daughter is also excluded as SSN disqualified. Their only income is the daughter's child support of $160 per month.
- The other sister's husband earns $1500 per month, and they have 5 children.
- Rent is $800 per month.
- The household is eligible for SUA. The excluded members pay $100 monthly, for rent including utilities, from the daughter's child support.
Income
| $160 | child support |
| ÷8 | (*1 excluded + 7 CalFresh HH members) |
| = $20 | per person. |
| x 7 | CalFresh HH members |
| = $140 | CalFresh HH share of excluded member's child support. |
* For proration of income, must divide evenly among CalFresh HH eligible members and those members excluded as SSN disqualified. Therefore, the noncitizen mother is not included in the proration.
Count $140 child support, $1500 earnings.
Housing
| $800 | rent |
| ÷8 | contributors (1 SSN disqualified member + 7 CalFresh HH eligible members). |
| = $100 | per contributor |
| x 7 | eligible CalFresh HH members |
| = $700 | CalFresh HH share of rent. |
Count $700 rent.
Utilities
Count SUA.
CalFresh HH Excluded Noncitizen and Non-household Members All Have Income; Flat Rate and Shared Expenses
Household situation
- Five CalWORKs/CalFresh children get $1020 monthly CalWORKs.
- Their mother is excluded as an ineligible noncitizen and HAS NO INCOME.
- Mother’s brother shares the house. He buys and prepares food separately.
- He pays $200 for rent & $50 for utility bills including PG& E.
- Mother's boyfriend is also an excluded noncitizen, eats with the family, earns $500 monthly, but doesn’t contribute to rent or utilities.
- Total rent is $600, and the household is eligible for SUA.
- Mother uses the children’s CalWORKs grant to pay the CalFresh HH’s share of the rent and utility bills including PG & E.
Income
Brother is a non-household member. Do not count his income. Proration of the boyfriend’s income is as follows:
| $500 | excluded member's earnings |
| ÷7 | (2 excluded members + 5 CalFresh HH members) |
| = $71.43 | per person |
| x 5 | CalFresh HH members |
| = $357.15 | CalFresh HH share of excluded member's earnings |
COUNT $357.15 EARNINGS (allow earned income deduction), $1020 CalWORKs
Housing
| $600 | total rent |
| - $200 | flat rate (paid by non-household member) |
| = $400 | rent available to the CalFresh HH |
| ÷ 7 | contributors (2 excluded CalFresh HH members + 5 eligible CalFresh HH members) |
| = $57.14 | per person |
| x 5 | CalFresh HH members |
| = $285.70 | CalFresh HH share of rent |
Count $285.70 rent.
Utilities
Count SUA.
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