2018-09-21T13:44:27-05:00 2018-05-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2017-06-01 951945908 National Assistance League NATI 8188463777 3100 W Burbank Blvd No 100 Burbank CA 91505 Susan Dolan President 8188463777 2018-09-21 1 Tonetta L Conner CPA P01775198 6264036801 64.88.174.3 2018-09-21 11:43:55 PD P C79590D3DC66DB77DC3833057330AD802E5673F3 662E6DE8D2A0C2D9F4A4EB5177E1DFE938C3EBE3 2017 2018-06-14 16:35:46Z Susan Dolan 3100 W Burbank Blvd No 100 Burbank CA 91505 2349184 0 X www.assistanceleague.org X 1935 CA Provide leadership development, educational conferences and ongoing support for chapter membership. 17 17 6 23000 0 0 1070878 1145914 460686 569229 118836 484134 -457 16699 1649943 2215976 0 75642 0 0 184327 254823 0 0 135386 1488598 2087309 1672925 2417774 -22982 -201798 6095589 5479355 850055 540423 5245534 4938932 X Assistance League volunteers transforming the lives of children through community programs. 0 0 1120214 577629 Chapter educational conferences provide education, networking and training. Member volunteers and leaders find these sessions to be worthwhile and beneficial. The sessions cover many relevant topics including technical knowledge, new concepts and ideas and human resource management. In addition, the educational sessions offer great networking opportunities whereby attendees meet members from across the country, compare notes, offer suggestions, share ideas and support each other.(See Schedule O Continuation) 941065 75440 Chapter Services is a network of experienced volunteers working together to offer guidance to the chapters in a meaningful, personalized way to help them achieve and maintain consistent operational standards. National committee members provide the chapters with: A complete library of resources for managing the chapter including policies and procedures; On-site visits that promote the interchange of ideas; On-site training of incoming boards; and a staff of paid and volunteer experts to respond to the specific chapter concerns in the areas of: Bylaws; Finance; Management of philanthropic programs; Marketing and communications; Membership; Resource Development; Strategic Planning; and Technology. 12220 202 The Chapter Formation Committee plants the seeds for new growth by identifying communities in need across the country which could both benefit from and support a future Assistance League chapter. The committee members provide valuable guidance to prospective chapters as they strive to establish the organizational structure needed to become a successful chartered chapter. The Chapter Formation program is a critical component of the organizational growth strategy for National Assistance League. It provides the basis for the organization to build its national impact and brand incrementally with each new chapter. 2073499 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X X X Cindy Schaldenbrand Treasurer 8188463777 3100 W Burbank Blvd No 100 Burbank CA 91505 X Anita Friesenterm end 917 President 46.00 X X 0 0 0 Susan Dolanterm end 917 VP Strategic Planning/President 55.00 X X 0 0 0 Jane Rosinski VP Chapter Services 24.00 X X 0 0 0 Carol Vispoterm end 917 VP Administration 14.00 X X 0 0 0 Gail Winterfeldterm end 917 VP Administration 4.00 X X 0 0 0 Phyllis Campbell VP Fund Development 30.00 X X 0 0 0 Becky Rasdallterm end 917 VP Educational Development 39.00 X X 0 0 0 Andrea Goodmanterm end 917 VP Educational Development 26.00 X X 0 0 0 Maureen Smithterm end 917 VP Marketing Communication 10.00 X X 0 0 0 Dawne Wrightterm end 917 VP Marketing Communication 16.00 X X 0 0 0 Ann Whittakerterm start 917 VP Strategic Planning 28.00 X X 0 0 0 Cindy Schaldenbrandterm start 917 VP Corporate Finance/Treasurer 30.00 X X 0 0 0 Elizabeth Knutsen Secretary 11.00 X X 0 0 0 Laura Farrterm end 917 Treasurer 20.00 X X 0 0 0 Annette Anderson Board Member 30.00 X 0 0 0 Kathy Darwin Board Member 27.00 X 0 0 0 Nancy Friedel Board Member 53.00 X 0 0 0 Jackie Hamby Board Member 18.00 X 0 0 0 Margery Haywardterm end 917 Board Member 10.00 X 0 0 0 Pat Reinier Board Member 6.00 X 0 0 0 Sandy Rossterm end 917 Board Member(term end 9/17) 17.00 X 0 0 0 Karen Wilsonterm end 917 Board Member(term end 9/17) 17.00 X 0 0 0 Leticia Plummerterm start 917 Board Member(term start 9/17) 17.00 X 0 0 0 Amy Johnsonterm start 917 Board Member(term start 9/17) 10.00 X 0 0 0 0 0 0 0 0 0 0 0 865875 280039 1145914 Conference fees 611710 556604 556604 Exhibitors/Vendors/Ads 541800 12625 12625 569229 129636 129636 484106 129608 354498 354498 354498 12000 3600 8400 8400 Other income 900099 8299 8299 8299 2215976 577629 0 492433 75642 75642 206818 90483 82727 33608 29895 13079 11958 4858 18110 7923 7244 2943 136367 136367 112949 76217 16942 19790 24600 24600 186428 184798 1630 42833 27841 6425 8567 32403 23468 4712 4223 76565 60928 6702 8935 88792 53275 22198 13319 396262 378845 5839 11578 158758 158758 30741 20517 385 9839 42345 27524 6352 8469 14767 8459 5370 938 Attendee meals-Conferen 697282 697282 Operating supplies 28716 20918 4332 3466 Dues and subscriptions 10500 6825 3675 Miscellaneous expenses 7001 4350 1473 1178 2417774 2073499 208889 135386 821364 403472 1118710 244858 1620 0 93792 54953 385819 236407 118260 149412 3941843 4626660 6095589 5479355 291673 335390 548585 175910 9797 29123 850055 540423 X 5193122 4890977 42412 37955 10000 10000 5245534 4938932 6095589 5479355 -201798 -104804 0 X 0 1 X 1 0 X 235499 1043627 1096142 1070878 1145914 4592060 541071 456824 586551 469861 569229 2623536 794399 793057 887972 891635 865875 4232938 1570969 2293508 2570665 2432374 2581018 11448534 0 0 0 11448534 91235 88974 129285 70835 129636 509965 91235 88974 129285 70835 129636 509965 16011 16327 5786 10625 8299 57048 1678215 2398809 2705736 2513834 2718953 12015547 0.95280 0.95010 0.04240 0.04290 X 10000 10000 10000 10000 11126 1126 10000 11485 599 958 11126 11785 1100 1400 11485 1.00000 0 0 170088 139556 30532 215731 96851 118880 149412 X 2090172 -104804 3600 -101204 2191376 24600 24600 2215976 2396774 3600 3600 2393174 24600 24600 2417774 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 fiscal year May 31, 2017 there was no subsequent gift to the fund. Additionally, accumulations to the fund represent unspent earned interest. Part X, Line 2: National Assistance League is exempt from taxation under Internal Revenue Code Section 501(c)(3). In addition, National Assistance League qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(2). National Assistance League is also exempt from state income taxes under Section 23701(d) of the Revenue and Taxation Code of the State of California. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by National Assistance League in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. National Assistance League's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Cost of goods sold 3,600. Part XII, Line 2d - Other Adjustments: Cost of goods sold 3,600. 0 Assistance League Bay Area PO Box 591131 Houston TX 77259 760406996 3 37200 FMV Hurricane Harvey relief Assistance League Houston PO Box 130867 Houston TX 77219 746081914 3 18860 FMV Hurricane Harvey relief Assistance League Montgomery County 126 North San Jacinto Street Conroe TX 77301 760438092 3 18860 FMV Hurricane Harvey relief 3 Form 990, Page 2, Program Accomplishment, 4a Continuation: National Educational Conference: Open to the entire membership, this conference exposes attendees to national speakers covering relevant topics. In addition, breakout sessions are offered covering a myriad of topics, including training in philanthropic programs, resource development, thrift shop management/operations, membership issues, marketing & communications, and strategic planning. The Corporation's annual meeting is also conducted at this conference. Leadership Training: Leadership training is designed to provide a stimulating symposium of educational workshops and networking opportunities for all incoming chapter Presidents, Treasurers and auxiliary Chairmen. Attendees are provided a baseline of governance practices, leadership expectations and annual reporting requirements. Attendees receive valuable training in national policies, philanthropic programs, finance, membership management, resource development , parliamentary procedures and meeting techniques. Treasurers receive comprehensive training with respect to financial statement and 501(c)(3) organization requirements. Assisteens Conference: Assisteens are boys and girls in grades 7-12 who have joined our organization to participate in philanthropic programs. Joined by their adult Coordinators, these attendees receive leadership, team-building and confidence-building training which will aid them as they mature into tomorrow's leaders. Sessions are offered covering philanthropic programs, fundraising, policies and procedures, among others. 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 any changes to the bylaws of the governing body. 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. The Treasurer provides a written review to assist in the review process. 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 Questions 15a and 15b were answered "no" as there were no officers or key employees who received compensation. Form 990, Part VI, Section C, line 19 Audited financial statements and Form 990 are posted on our website. All documents are available to the public upon request.