2017-09-05T17:57:36-05:00 2017-05-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2016-06-01 951945908 National Assistance League NATI 8188463777 3100 W Burbank Blvd No 100 Burbank CA 91505 Anita Friesen President 8188463777 2017-09-05 1 Tonetta L Conner CPA P01775198 6264036801 64.88.174.3 2017-09-05 15:57:02 PD P 3A558FDD9C99768A1AAB79B8E62524B039AC0C48 A2B3D588AC9710920857685A9A268520EFB42450 2016 2021-01-29 14:40:06Z Anita Friesen 3100 W Burbank Blvd No 100 Burbank CA 91505 1670200 0 X www.assistanceleague.org X 1935 CA Provide leadership development, educational conferences and ongoing support for chapter membership. 17 17 8 23000 0 0 1096142 1070878 573521 460686 226536 118836 8280 -457 1904479 1649943 0 0 0 0 370880 184327 0 0 94059 1481350 1488598 1852230 1672925 52249 -22982 5458775 6095589 457126 850055 5001649 5245534 X Assistance League volunteers transforming the lives of children through community programs. 0 0 762409 460686 The national organization annually conducts three major chapter educational conferences for chapter members: National Educational Conference, Leadership Training and Assisteens Conference. Each conference focuses on the educational needs of attendees and offers networking opportunities. The attendees find these sessions to be worthwhile and beneficial, covering technical knowledge, new concepts and ideas, and human resource issues.(See Schedule O Continuation) 554108 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 comprehensive support for operating a volunteer organization by providing: a complete handbook of policies and procedures, on-site visits that promote the interchange of ideas, responses to specific chapter concerns, and individualized training to create exemplary chapter boards. Chapter visits provide a valuable link to the national organization and are critical to nurturing, problem solving and maintaining organizational standards across the country. 14840 Chapter Formation 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. This program is committee driven and it identifies communities across the country that could both benefit from and support a future Assistance League chapter. Committee members provide valuable guidance to prospective chapters as they strive to establish the organizational structure needed to become a successful chartered chapter. 1331357 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 17 0 1 8 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 Laura Farr Treasurer 8188463777 3100 W Burbank Blvd No 100 Burbank CA 91505 X Anita Friesen President 46.00 X X 0 0 0 Jane Rosinski VP Chapter Services 14.00 X X 0 0 0 Carol Vispo VP Administration 24.00 X X 0 0 0 Phyllis Campbell VP Fund Development 30.00 X X 0 0 0 Becky Rasdall VP Educational Development 39.00 X X 0 0 0 Maureen Smith VP Marketing Communications 10.00 X X 0 0 0 Susan Dolan VP Strategic Planning 29.00 X X 0 0 0 Cindy Schaldenbrand VP Corporate Finance 24.00 X X 0 0 0 Elizabeth Knutsen Secretary (started 9/16) 7.00 X X 0 0 0 Kathy Youngman Secretary (ended 9/16) 10.00 X X 0 0 0 Laura Farr Treasurer 20.00 X X 0 0 0 Annette Anderson Board Member 22.00 X 0 0 0 Cindy Brockway Board Member (ended 9/16) 15.00 X 0 0 0 Cindy Burgess Board Member (ended 9/16) 20.00 X 0 0 0 Kathy Darwin Board Member 27.00 X 0 0 0 Nancy Friedel Board Member 46.00 X 0 0 0 Jackie Hamby Board Member 18.00 X 0 0 0 Margery Hayward Board Member 10.00 X 0 0 0 Pat Reinier Board Member 17.00 X 0 0 0 Sandy Ross Board Member 23.00 X 0 0 0 0 0 0 0 0 0 0 0 891635 179243 11705 1070878 Conference fees 611710 450785 450785 Exhibitors/Vendors/Ads 541800 9901 9901 460686 118836 118836 9175 20257 -11082 -11082 Other income 900099 10625 10625 10625 1649943 449604 0 129461 X 150542 96349 40645 13548 20441 13082 5519 1840 13344 8540 3603 1201 71500 46475 14300 10725 23898 18568 5330 273153 202579 53917 16657 904 904 26589 21135 2101 3353 123040 98583 13975 10482 78318 46990 19580 11748 364211 297281 66838 92 28988 23408 190 5390 39848 25901 5977 7970 9013 2214 6061 738 Attendee meals-Conferen 423455 423455 Operating supplies 11456 2499 8957 Dues and subscriptions 10803 2489 6974 1340 Miscellaneous expenses 3422 3404 18 1672925 1331357 247509 94059 914690 821364 1535330 1118710 1620 35634 93792 312323 194063 163185 118260 2809936 3941843 5458775 6095589 264131 291673 172159 548585 20836 9797 457126 850055 X 4948018 5193122 43631 42412 10000 10000 5001649 5245534 5458775 6095589 -22982 290765 -23898 0 X 0 1 X 1 0 X 268966 235499 1043627 1096142 1070878 3715112 447465 541071 456824 586551 469861 2501772 789672 794399 793057 887972 891635 4156735 1506103 1570969 2293508 2570665 2432374 10373619 0 0 0 10373619 88161 91235 88974 129285 70835 468490 88161 91235 88974 129285 70835 468490 27660 16011 16327 5786 10625 76409 1621924 1678215 2398809 2705736 2513834 10918518 0.95010 0.94430 0.04290 0.04730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 10000 11126 1126 10000 11485 599 958 11126 11785 1100 1400 11485 10843 942 11785 1.00000 0 0 103645 102402 1243 208678 91661 117017 118260 X 1937403 290765 336 20257 311358 1626045 23898 23898 1649943 1693518 336 20257 20593 1672925 0 1672925 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 20,257. Part XII, Line 2d - Other Adjustments: Cost of goods sold 20,257. 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. Form 990, Part IX, line 11g Other professional services: Program service expenses 153,570. Management and general expenses 38,839. Fundraising expenses 5,347. Total expenses 197,756. Consulting services: Program service expenses 49,009. Management and general expenses 15,078. Fundraising expenses 11,310. Total expenses 75,397.