2022-10-13T16:13:12-05:00 2022-05-31 320530003 QUIGLEY & MIRON 3550 WILSHIRE BLVD 1660 LOS ANGELES CA 90010 990 2021-06-01 951945908 NATIONAL ASSISTANCE LEAGUE NATI 8188463777 3100 W BURBANK BLVD 100 BURBANK CA 91505 SANDY ROSS PRESIDENT 8188463777 2022-09-28 SANDY ROSS 999009999 JOHN BOVARD MIRON P01358141 2136393550 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SANDY ROSS 3100 W BURBANK BLVD 100 BURBANK CA 91505 2449368 0 X WWW.ASSISTANCELEAGUE.ORG X 1935 CA PROVIDE LEADERSHIP DEVELOPMENT, EDUCATIONAL CONFERENCES AND ONGOING SUPPORT FOR CHAPTER MEMBERSHIP. 12 12 7 21982 0 0 1068019 1032107 0 337392 98809 232707 7264 4172 1174092 1606378 0 0 0 0 523119 576392 0 0 129016 600835 751220 1123954 1327612 50138 278766 5880155 5478583 680818 492924 5199337 4985659 X ASSISTANCE LEAGUE VOLUNTEERS TRANSFORMING THE LIVES OF CHILDREN THROUGH COMMUNITY PROGRAMS. 0 0 452071 CHAPTER SERVICES-CHAPTER SERVICES SUPPORT TEAM IS A COMMITTEE COMPOSED OF EXPERIENCED VOLUNTEERS WHO HAVE HELD OR ARE HOLDING LEADERSHIP POSITIONS AT THE NATIONAL LEVEL. THEY PARTNER WITH CHAPTERS TO SUPPORT AND CARRY OUT THE ORGANIZATION'S SHARED MISSION BY EMPOWERING CHAPTER LEADERS TO UNDERSTAND THE BASIC LEGAL, FISCAL, AND FIDUCIARY REQUIREMENTS OF MANAGING A 501(C)(3); TO SERVE AS A VALUABLE RESOURCE TO HELP GUIDE CHAPTERS THROUGH THE CHALLENGES OF RUNNING THEIR CHAPTER; AND MOST IMPORTANTLY, TO LISTEN AND CELEBRATE CHAPTERS' SUCCESSES WHILE PROVIDING A VALUABLE LINK AND TOUCHPOINT TO THE NATIONAL ORGANIZATION AND CURRENT INITIATIVES. CHAPTER SERVICES SUPPORT TEAM PROVIDES CHAPTERS WITH:.1) A COMPLETE LIBRARY OF RESOURCES FOR MANAGING THE CHAPTER, INCLUDING POLICIES AND PROCEDURES, AS WELL AS AN ARCHIVE OF RECORDED WEBINARS;2) INTERACTIONS THAT PROMOTE THE INTERCHANGE OF IDEAS;3) TRAINING OF INCOMING BOARDS; AND 4) A STAFF OF PAID AND VOLUNTEER EXPERTS TO RESPOND TO THE SPECIFIC CHAPTER CONCERNS IN THE AREAS OF:A) BYLAWS, GOVERNANCE, MEMBERSHIP;B) FINANCE, ACCOUNTING;C) PROGRAMS;D) RESOURCE DEVELOPMENT, STRATEGIC PLANNING, MARKETING COMMUNICATIONS; ANDE) TECHNOLOGYHIGHLIGHTS OF THE YEAR-THE FISCAL YEAR ENDED MAY 31, 2022, CONTINUED THE THEME OF INNOVATION AND REIMAGINATION OF NATIONAL ASSISTANCE LEAGUE RELATIVE TO ITS WORK WITH CHARTERED CHAPTERS. ACCOMPLISHMENTS TOWARD THIS OVERARCHING GOAL INCLUDE:- REIMAGINED BY-LAWS AS THE FIRST STEP THAT ALLOWS SERVICE TO CHAPTERS IN A DIFFERENT AND MORE FLEXIBLE WAY- EVALUATION OF "POLICIES AND PROCEDURES" VIS-A-VIS CHAPTERS LEADING TO A NEW APPROACH AND MINDSET TO "GUIDING PRINCIPLES AND MINIMUM STANDARDS" AS WE INVITE CHAPTERS TO WORK ALONGSIDE EACH OTHER AND TOGETHER WITH THE NATIONAL ORGANIZATION- CONTINUING TO SHIFT THE PARADIGM FROM THAT OF "WATCHDOG" TO "SERVICE DOG" WHILE LEARNING FROM PROFESSIONALS AND PEER ORGANIZATIONS HOW WE MIGHT DO THAT- CREATING AN OPERATING STRUCTURE THAT REBALANCES THE FOCUS OF VOLUNTEERS (MORE TOWARDS GOVERNANCE) AND PROFESSIONAL STAFF (MANAGING AND EXECUTING DAY-TO-DAY OPERATIONS) WHILE ALSO DEVELOPING AND STRENGTHENING RELATIONSHIPS WITH EXTERNAL VENDORS- DEVELOPING EXTERNAL PROGRAMS PARTNERSHIP WITH AARP FOUNDATION EXPERIENCE CORPS AS WELL AS PROGRAM SUPPORT AND REVENUE SHARING PARTNERSHIP WITH RIGHTGIFT- BEGINNING TO SHIFT MARKETING AND FINANCE TO IN-HOUSE FUNCTIONS PRIMARILY RATHER THAN BEING VOLUNTEER-LED- CREATING A CURATED LIST OF EDUCATIONAL MODULES TO SUPPORT THE LEARNING OF OUR BOARD AND NATIONAL LEADERSHIP TEAM IN A VARIETY OF AREAS- CREATING A DIVERSITY, EQUITY, AND INCLUSION TASK FORCE TO GUIDE THE NATIONAL ORGANIZATION AND ULTIMATELY CHAPTERS ON OUR JOURNEY TO BEING A MORE INCLUSIVE ORGANIZATION AT ALL LEVELS 396161 337392 CHAPTER EDUCATIONAL CONFERENCES-CHAPTER EDUCATIONAL CONFERENCES PROVIDE EDUCATION, NETWORKING, AND TRAINING FOR MEMBER VOLUNTEERS. THE SESSIONS COVER MANY RELEVANT TOPICS ON BOTH THE STRATEGIC, AS WELL AS DAY-TO-DAY MANAGEMENT OF A CHAPTER, INCLUDING MEETING MANAGEMENT, FINANCIAL AND TECHNICAL KNOWLEDGE, NEW CONCEPTS AND TRENDS IN NONPROFITS, AND HUMAN RESOURCES. 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. 848232 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 5 0 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X X LINDA MOELLER TREASURER 8188463777 3100 W BURBANK BLVD NO 100 BURBANK CA 91505 KATHY DARWIN PRESIDENT (THROUGH 9/21) 2.80 X X 0 0 0 SUE EMMONS SECRETARY 9.50 X X 0 0 0 LINDA MOELLER TREASURER 8.50 X X 0 0 0 SANDY ROSS PRESIDENT (AS OF 9/21) 18.70 X X 0 0 0 MELINDA AVEY DIRECTOR 6.00 X 0 0 0 PEGGY COTTER DIRECTOR (AS OF 1/22) 15.40 X 0 0 0 ASHLIE COUNTS-JENKINS DIRECTOR 6.90 X 0 0 0 LAURA FARR DIRECTOR 8.50 X 0 0 0 KELLY FIFIELD DIRECTOR 6.30 X 0 0 0 ANDREA GOODMAN DIRECTOR (THROUGH 9/21) 5.70 X 0 0 0 DEBORAH HAMLIN-KARALUN DIRECTOR 8.40 X 0 0 0 SHARON HICKS DIRECTOR 21.80 X 0 0 0 RUTH ANN KOEPSEL DIRECTOR 2.90 X 0 0 0 CHERIE KASSINGER DIRECTOR (THROUGH 12/21) 9.50 X 0 0 0 LINDA MATLOCK DIRECTOR 16.30 X 0 0 0 LETICIA PLUMMER DIRECTOR (THROUGH 9/21) 0.70 X 0 0 0 GAIL WINTERFELD DIRECTOR (THROUGH 9/21) 2.10 X 0 0 0 MATTHEW P ZARCUFSKY EXECUTIVE DIRECTOR 40.00 X 107696 0 12079 107696 0 12079 1 0 0 0 0 787953 100000 144154 944 1032107 CONFERENCE FEES 611710 337392 337392 337392 191680 191680 884017 842990 41027 41027 41027 OTHER INCOME 900099 4172 4172 4172 1606378 337392 0 236879 X 136914 51343 30805 54766 368524 263666 98652 6206 29424 19854 9570 41530 24448 12348 4734 105007 43860 39217 21930 51156 51156 280566 237275 31119 12172 16505 2250 12278 1977 78690 47411 21377 9902 11432 6887 3106 1439 9540 3092 5802 646 LICENSES, FEES, AND SUB 145936 109156 25010 11770 CONFERENCE MATERIALS 30259 30259 BANK AND MERCHANT FEES 12103 7819 977 3307 MISCELLANEOUS EXPENSES 6239 850 5389 3787 62 3558 167 1327612 848232 350364 129016 63156 58077 398590 444055 161113 165830 79722 68196 279573 262145 28860 17428 5148714 4724997 5880155 5478583 77569 90602 591157 397572 12092 4750 680818 492924 X 5181660 4975659 17677 10000 5199337 4985659 5880155 5478583 278766 -492444 0 X X 0 1 X 1 0 X 1145914 1076426 984038 1081105 1032107 5319590 569229 131525 560005 337392 1598151 1715143 1207951 1544043 1081105 1369499 6917741 15000 5000 10645 10000 40645 35000 53000 88000 50000 58000 10645 10000 128645 6789096 129636 115263 129911 137289 191680 703779 129636 115263 129911 137289 191680 703779 8299 10741 91765 7264 4172 122241 1853078 1333955 1765719 1225658 1565351 7743761 0.87670 0.89360 0.09090 0.07470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12247 -598 1649 10000 9882 2365 12247 9933 -51 9882 10000 -67 9933 10000 10000 1.00000 0.00000 0 0 15000 12875 2125 153218 153218 0 111355 96052 15303 17428 X 1062778 -492444 -492444 1555222 51156 51156 1606378 1276456 0 1276456 51156 51156 1327612 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, 2022. 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 4 THE ORGANIZATION AMENDED ITS BYLAWS OF THE GOVERNING BODY ON MAY 18, 2022. 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 67,711. MANAGEMENT AND GENERAL EXPENSES 28,589. FUNDRAISING EXPENSES 11,000. TOTAL EXPENSES 107,300. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 169,564. MANAGEMENT AND GENERAL EXPENSES 2,530. FUNDRAISING EXPENSES 1,172. TOTAL EXPENSES 173,266. 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.