2023-09-27T19:20:51-05:00 2023-05-31 320530003 QUIGLEY & MIRON 3550 WILSHIRE BLVD 1660 LOS ANGELES CA 90010 990 2022-06-01 951945908 NATIONAL ASSISTANCE LEAGUE NATI 8188463777 3100 W BURBANK BLVD 100 BURBANK CA 91505 SANDY ROSS PRESIDENT 8188463777 2023-09-27 SANDY ROSS 999009999 1 JOHN BOVARD MIRON P01358141 2136393550 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SANDY ROSS 3100 W BURBANK BLVD 100 BURBANK CA 91505 1698021 0 X WWW.ASSISTANCELEAGUE.ORG X 1935 CA PROVIDE LEADERSHIP DEVELOPMENT, EDUCATIONAL CONFERENCES AND ONGOING SUPPORT FOR CHAPTER MEMBERSHIP. 12 12 8 21586 0 0 1032107 1092442 337392 13681 232707 162997 4172 0 1606378 1269120 0 0 0 0 576392 523458 0 0 228664 751220 638113 1327612 1161571 278766 107549 5478583 5310550 492924 479872 4985659 4830678 X ASSISTANCE LEAGUE ENGAGES AND EMPOWERS VOLUNTEERS TO STRENGTHEN OUR COMMUNITIES 0 0 477045 13578 OVER THE YEARS, THE ORGANIZATION HAS TRAINED THOUSANDS OF VOLUNTEERS TO EFFECTIVELY LEAD THEIR LOCAL CHAPTERS BY PROVIDING ADMINISTRATIVE, LEGAL, AND OPERATIONAL GUIDANCE. THE GUIDANCE INCLUDES RESOURCE DOCUMENTS AVAILABLE ON THE WEBSITE; VIRTUAL CHAPTER LEADERSHIP TRAINING AND LEARNING OPPORTUNITIES; REGIONAL IN-PERSON NETWORKING CONFERENCES; AND TECHNOLOGY SERVICES AND SUPPORT. THE FOLLOWING OUTLINES THE TOOLS USED BY THE ORGANIZATION TO SUPPORT THE GROWTH OF EFFECTIVE VOLUNTEERISM IN THE CHAPTERS:EDUCATION AND TRAINING-THE ORGANIZATION PROVIDES CHAPTERS WITH EDUCATION AND SUPPORT VIRTUALLY BY UTILIZING THE NONPROFITREADY.ORG PLATFORM AND CURATED LEARNING CIRCLES THAT PROVIDE DISCUSSION FORUMS ON RELEVANT TOPICS TO CHAPTERS. THE SESSIONS COVER ISSUES RELATED TO BOTH THE STRATEGIC, AS WELL AS DAY-TO-DAY MANAGEMENT OF A CHAPTER, AND NEW TRENDS IN NONPROFITS. IN ADDITION, THE EDUCATIONAL SESSIONS OFFER GREAT NETWORKING OPPORTUNITIES FOR ATTENDEES TO MEET MEMBERS FROM ACROSS THE COUNTRY, COMPARE NOTES, OFFER SUGGESTIONS, SHARE IDEAS, AND SUPPORT EACH OTHER. DURING THE 2022-2023 YEAR, THE ORGANIZATION SAW OVER 750 ATTENDEES AT 14 VIRTUAL LEARNING CIRCLE EVENTS WHO COMPLETED OVER 1,300 MODULES IN THE ONLINE PORTAL.MEMBER SERVICES-WITH THE HIRING OF THE ORGANIZATION'S FIRST EVER MEMBER SERVICES MANAGER, THE ORGANIZATION CONTINUES TO PROVIDE SUPPORT, NOW MANAGED IN A PROFESSIONAL CAPACITY, FOR CHAPTERS BY PARTNERING WITH THEM TO CARRY OUT THE ORGANIZATION'S SHARED MISSION. CHAPTER LEADERS ARE EMPOWERED TO UNDERSTAND THE BASIC REQUIREMENTS FOR MANAGING A 501(C)(3), CELEBRATED FOR THEIR SUCCESS IN THEIR COMMUNITIES, AND KEPT UP TO DATE WITH THE NATIONAL ORGANIZATION'S CURRENT INITIATIVES. MEMBER SERVICES PROVIDES CHAPTERS WITH ACCESS TO LIVE PROFESSIONAL AND VOLUNTEER COACHING SUPPORT ON A VARIETY OF TOPICS DESIGNED TO ADDRESS SPECIFIC CHAPTER MANAGEMENT QUESTIONS INCLUDING, BUT NOT LIMITED TO:- BOARD DEVELOPMENT- MEMBERSHIP- TECHNOLOGY- STRATEGIC PLANNING- BELONGING AND INCLUSION- E-COMMERCE/MARKETPLACEDURING THE 2022-2023 YEAR, THE ORGANIZATION RECEIVED AND ANSWERED OVER 1,350 QUESTIONS FROM 118 CHAPTERS.TECHNOLOGY SERVICES AND SUPPORT-THE ORGANIZATION OFFERS TECHNOLOGY SERVICES AND SUPPORT TO 92 CHAPTERS THROUGH THEIR USE OF A "MULTI-SITE" WEBSITE HOUSED WITHIN THE ORGANIZATION'S WEBSITE, WWW.ASSISTANCELEAGUE.ORG. ADDITIONALLY, PARTICIPATING CHAPTERS MAY CHOOSE TO UTILIZE ADDITIONAL "PLUG-IN" SERVICES - EVENT MANAGER, VOLUNTEER SIGNUPS/CALENDAR, VOLUNTEER HOURS TRACKING, AND DONOR MANGEMENT - TO ASSIST WITH MANAGEMENT OF THEIR CHAPTER ACTIVITIES. DURING THE 2022-2023 YEAR, THE ORGANIZATION RESPONDED TO OVER 1,500 TECHNOLOGY RELATED HELP DESK TICKETS AND PROVIDED 6 WEEKLY VIRTUAL HELP DESK OPPORTUNITIES (OVER 250 ANNUALLY) TO CHAPTERS.THE ORGANIZATION ALSO LAUNCHED SHOPASSISTANCELEAGUE.COM, AN ONLINE E-COMMERCE PLATFORM, BY WHICH PARTICIPATING CHAPTERS CAN SELL ITEMS DONATED TO THEIR CHAPTER, UNDER THE ASSISTANCE LEAGUE BRAND, TO A NATIONAL AUDIENCE. TO DATE, THE WEBSITE HAS HAD OVER 80,000 UNIQUE HITS TO THE SITE AND IS BEGINNING TO GENERATE SALES AND PROVIDE DATA FOR HOW THE ORGANIZATION CAN CONTINUE TO BUILD OUT THE SITE, IN ADDITION TO CREATING OVERALL BRAND AWARENESS FOR ASSISTANCE LEAGUEMARKETING SERVICES AND SUPPORT-THE ORGANIZATION OFFERS MARKETING SERVICES AND SUPPORT TO CHAPTERS BY MANAGING AN AWARDS PROGRAM THAT AFFORDS CHAPTERS THE OPPORTUNITY TO RECOGNIZE MEMBER/COMMUNITY VOLUNTEERS AND OUTSIDE SUPPORTERS. ADDITIONALLY, THE ORGANIZATION CONTINUES TO PROVIDE DESIGN SUPPORT FOR CHAPTER LOGOS. 2022-2023 SAW THE DEVELOPMENT OF BETTER INTEGRATED SOCIAL MEDIA BETWEEN THE ORGANIZATION AND CHAPTERS AND THE REIMAGINATION OF ACTION WEEK INTO A MARKETING AND FUNDRAISING CAMPAIGN THAT WILL CALL THE PUBLIC TO ACTION AND ASK FOR THEIR SUPPORT. THAT CAMPAIGN WILL LAUNCH IN THE NEXT FISCAL YEAR.THE ORGANIZATION HAS ALSO BEEN WORKING DILIGENTLY TO FINALIZE PLANS FOR ADDITIONAL MARKETING SUPPORT FOR CHAPTERS THROUGH A TIERED SERVICE PLAN ALSO TO BE DEPLOYED IN THE NEXT FISCAL YEAR. NATIONAL PARTNERSHIPS-THE ORGANIZATION OFFERS CHAPTERS ACCESS TO NATIONALLY DEVELOPED PARTNERSHIPS:- RIGHTGIFT-BULK PURCHASING, GIFT-IN-KIND/CASH FUNDRAISING PLATFORM- STERLING VOLUNTEERS-BACKGROUND CHECKS- MODERN HR-HUMAN RESOURCES CONSULTING/PROFESSIONAL EMPLOYMENT ORGANIZATION- GRANTSTATION-RESEARCH TOOL FOR GRANTS- TARGET, JCPENNY, FAMOUS FOOTWEAR-GIFT CARD PURCHASING- HYATT HOTELS-MEMBER DISCOUNT PROGRAM- SHOP REDSTAR-ASSISTANCE LEAGUE BRANDED MERCHANDISESUPPORT AND REVENUE-THE ORGANIZATION'S SUPPORT AND REVENUE DURING THE YEAR ENDED MAY 31, 2023, IS PRIMARILY DERIVED FROM PER-CAPITA MEMBERSHIP DUES AND INVESTMENT RETURN. CURRENTLY, MOST CONTRIBUTIONS ARE RECEIVED FROM ASSISTANCE LEAGUE MEMBERS AND LOCAL CHAPTERS DONATING TO THE CIRCLE FUND. THE CIRCLE FUND SUPPORTS PROGRAMS PROVIDED AT THE NATIONAL LEVEL FOR ALL MEMBERS.LOOKING AHEAD, THE ORGANIZATION WILL CONTINUE TO EVOLVE ITS OPERATING AND BUSINESS MODELS TO FULFILL ITS NEW MISSION STATEMENT CRAFTED IN NOVEMBER 2022-ASSISTANCE LEAGUE ENGAGES AND EMPOWERS VOLUNTEERS TO STRENGTHEN OUR COMMUNITIES. IN RELENTLESS PURSUIT OF ITS MISSION, THE ORGANIZATION WILL CONTINUE TO SHIFT THE PARADIGM FROM THAT OF "WATCH DOG" TO "SERVICE DOG AND MODEL A NEW APPROACH AND MINDSET THAT UNIFIES OUR ORGANIZATION AND ITS 120 CHAPTERS ON THE ISSUES WE ALL HAVE IN COMMON, WHILE CONTINUING TO ALLOW FOR FLEXIBILITY TO MEET NEEDS OF INDIVIDUAL CHAPTERS AND COMMUNITIES. 477045 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 8 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X X MATTHEW P ZARCUFSKY CEO 8188463777 3100 W BURBANK BLVD NO 100 BURBANK CA 91505 SUSAN EMMONS SECRETARY 7.25 X X 0 0 0 SHARON HICKS TREASURER (AS OF 9/22) 7.37 X X 0 0 0 LINDA MOELLER TREASURER (THROUGH 9/22) 0.00 X X 0 0 0 SANDY ROSS PRESIDENT 40.62 X X 0 0 0 MELINDA AVEY DIRECTOR 0.80 X 0 0 0 MARGARET COTTER DIRECTOR 11.02 X 0 0 0 BARBARA CONDRA DIRECTOR 1.52 X 0 0 0 ASHLIE COUNTS-JENKINS DIRECTOR 0.44 X 0 0 0 LAURA FARR DIRECTOR 1.65 X 0 0 0 KELLY FIFIELD DIRECTOR 1.90 X 0 0 0 DEBORAH HAMLIN-KARALUN DIRECTOR 6.94 X 0 0 0 RUTH ANN KOEPSEL DIRECTOR 3.02 X 0 0 0 LINDA MATLOCK DIRECTOR 13.56 X 0 0 0 MATTHEW P ZARCUFSKY CHIEF EXECUTIVE OFFICER 40.00 X 102831 0 11093 RYAN L BERENS SENIOR SALESFORCE ADMINISTRATOR 40.00 X 119554 0 113 222385 0 11206 2 0 0 0 0 787058 153329 152055 1092442 CONFERENCE FEES 611710 13681 13681 13681 190464 190464 401434 423791 5110 -22357 -5110 -27467 -27467 1269120 13681 0 162997 X 137975 55190 48291 34494 323660 194627 90650 38383 23844 14876 7455 1513 37979 20707 11452 5820 46967 46967 292174 31783 154405 105986 19612 19612 3838 861 1440 1537 77324 42527 23198 11599 19450 19450 28343 23963 2920 1460 11303 3629 6684 990 LICENSES, FEES, AND SUB 99918 68340 28325 3253 MISCELLANEOUS EXPENSES 25754 18635 7032 87 OPERATING SUPPLIES 6936 604 6224 108 BANK AND MERCHANT FEES 6494 1303 1369 3822 1161571 477045 455862 228664 58077 35787 444055 229686 153329 165830 159211 68196 2985 166780 41293 17428 125487 4724997 4604065 5478583 5310550 90602 130717 397572 349155 4750 492924 479872 X 4975659 4820968 10000 9710 4985659 4830678 5478583 5310550 107549 -262530 0 X X 0 1 X 1 0 X 1076426 984038 1081105 1032107 1077879 5251555 131525 560005 337392 13578 1042500 1207951 1544043 1081105 1369499 1091457 6294055 15000 5000 10645 10000 40645 35000 53000 88000 50000 58000 10645 10000 128645 6165410 115263 129911 137289 191680 190464 764607 115263 129911 137289 191680 190464 764607 10741 91765 7264 4172 5213 119155 1333955 1765719 1225658 1565351 1287134 7177817 0.85900 0.87670 0.10650 0.09090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 -290 9710 12247 -598 1649 10000 9882 2365 12247 9933 -51 9882 10000 -67 9933 1.00000 0 0 166780 41293 125487 125487 X 959623 -262530 -262530 1222153 46967 46967 1269120 1114604 0 1114604 46967 46967 1161571 PART V, LINE 4: NATIONAL ASSISTANCE LEAGUE ENDOWMENT FUND INCLUDES ONE DONOR RESTRICTED FUND. NATIONAL ASSISTANCE LEAGUE CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS, (A) THE ORIGINAL VALUE OF THE GIFT THAT IS DEEMED DONOR RESTRICTED, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE FUND, AND (C) ACCUMULATIONS TO THE FUND MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR RESTRICTED FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY NATIONAL ASSISTANCE LEAGUE. DURING THE YEAR ENDED MAY 31,2022, THERE WERE NO ADDITIONAL CONTRIBUTIONS TO THE FUND. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED 'MORE LIKELY THAN NOT' TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY FOR THE YEARS ENDED MAY 31, 2023. GENERALLY, AN ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR A PERIOD OF THREE (FEDERAL) OR FOUR (STATE OF CALIFORNIA) YEARS FROM THE DATE OF FILING. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION MEMBERS ANNUALLY ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS APPROVE CHANGES TO THE BYLAWS OF THE GOVERNING BODY THAT PERTAIN MATERIALLY TO THEIR VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER PROVIDES AN ELECTRONIC COPY OF THE FORM 990 TO EACH BOARD MEMBER FOR USE IN THE BOARD REVIEW OF THE RETURN. EACH BOARD MEMBER REVIEWS FOR ACCURACY. THE TREASURER EMAILS A FINAL VERSION OF THE FORM 990 TO EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF EACH YEAR, THE POLICIES ARE REVIEWED AND SIGNED BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF DIRECTORS SETS COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD PERFORMS AN ANNUAL REVIEW OF THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE BOARD ALSO GATHERS INPUT FOR SETTING THE CEO/ED'S COMPENSATION FROM NONPROFIT COMPENSATION SURVEYS AND/OR FROM COMPENSATION INFORMATION RECEIVED FROM MEMBER INDUSTRY ASSOCIATIONS. THE DELIBERATION AND DECISION REGARDING EXECUTIVE DIRECTOR'S COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES AND APPROVED BY THE FULL BOARD OF DIRECTORS. THE COMPENSATION DECISION IS DOCUMENTED IN THE APPLICABLE PAYROLL FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 30,698. MANAGEMENT AND GENERAL EXPENSES 126,572. FUNDRAISING EXPENSES 105,986. TOTAL EXPENSES 263,256. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,085. MANAGEMENT AND GENERAL EXPENSES 27,833. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,918. PART XII, LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE HAS RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS. THIS RESPONSIBILITY IS UNCHANGED FROM THE PRIOR YEAR.