2016-10-14T08:10:29-05:00 2016-05-31 752393478 WHITLEY PENN LLP 600 GULF FREEWAY STE 226 TEXAS CITY TX 77591 990 2015-06-01 760406996 ASSISTANCE LEAGUE OF THE BAY AREA ASSI 2815542594 PO BOX 591131 HOUSTON TX 77259 DEE COVER CURRENT PRESIDENT 2815542594 2016-10-12 1 LYDIA INABA COOK P01252610 4099484406 2016-10-12 2015 2017-02-10 21:41:12Z DEE COVER PO BOX 591131 HOUSTON TX 77259 550366 0 4176 X WWW.BAYAREA.ASSISTANCELEAGUE.ORG X 1993 TX ASSISTANCE LEAGUE OF THE BAY AREA IS A CHAPTER OF THE NATIONAL ASSISTANCE LEAGUE(R), WHICH WAS FOUNDED IN 1935 AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR AT-RISK POPULATIONS THROUGH COMMUNITY-BASED PHILANTHROPIC PROGRAMS. 12 12 0 186 0 0 240790 265189 0 0 936 911 79547 105590 321273 371690 0 0 0 0 0 0 0 0 73509 303875 398167 303875 398167 17398 -26477 734330 724280 19664 36091 714666 688189 X ASSISTANCE LEAGUE OF THE BAY AREA IS A CHAPTER OF THE NATIONAL ASSISTANCE LEAGUE(R), WHICH WAS FOUNDED IN 1935 AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR AT-RISK POPULATIONS THROUGH COMMUNITY-BASED PHILANTHROPIC PROGRAMS. 1 0 181990 OPERATION SCHOOL BELL: PROVIDES NEW CLOTHING AND HYGIENE KITS TO DISADVANTAGED CHILDREN. APPROXIMATE NUMBER OF CHILDREN SERVED: 2900 46554 OPERATION CINDERELLA: PROVIDES HIGH SCHOOL SENIORS IN NEED WITH EVERYTHING NECESSARY, FROM FORMAL DRESSES TO TUX RENTAL GIFT CERTIFICATES, FOR A POISITIVE PROM EXPERIENCE. APPROXIMATE NUMBER OF HIGH SCHOOL SENIORS SERVED: 139 10757 OPERATION SUPPORT OUR SCHOOLS: THE CHAPTER PROVIDES SUPPORT THROUGHOUT THE SCHOOL YEAR TO STUDENTS THROUGH A PARTNERSHIP WITH COMMUNITIES IN SCHOOLS BAY AREA, A NATIONAL DROPOUT PREVENTION PROGRAM. NUMBER OF STUDENTS SERVED: 1260 3484 KIDS U SCHOLARSHIP PROGRAM WITH UNIVERSITY OF HOUSTON CLEAR LAKE: PROVIDES TUITION ASSISTANCE TO STUDENTS IN NEED TO ATTEND KIDS' U SUMMER CAMP AND PRE-K CHILDREN WHO ARE RESIDENTS AT BAY AREA TURNING POINT TO ATTEND DISCOVER THROUGH PLAY. NUMBER OF SCHOLARSHIPS PROVIDED: 18 19098 OTHER ORGANIZATION PROGRAMS. 22582 261883 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X X BARBARA WEITENHAGEN 2815542594 PO BOX 591131 HOUSTON TX 77259 X PEGGY CLAUSE PRESIDENT 38.00 X X 0 0 0 DEE COVER PRESIDENT ELECT 17.00 X X 0 0 0 ANN MARIE DOOLIN VP OF MEMBERSHIP 14.00 X X 0 0 0 SARAH FOULDS VP PHILANTHROPIC PROGRAMS 36.00 X X 0 0 0 CAROL LATIMER VP RESOURCE DEVELOPMENT 24.00 X X 0 0 0 GAIL ASHBY VP OPERATIONS 8.00 X X 0 0 0 GINGER DARNELL SECRETARY 6.00 X X 0 0 0 JANE SWEENEY TREASURER 8.00 X X 0 0 0 LISA HOLBROOK ASSISTEENS COORDINATOR 32.00 X 0 0 0 ARLIS MILES EDUCATION CHAIRMAN 8.00 X 0 0 0 RONDA WEGMAN MARKETING CHAIRMAN 8.00 X 0 0 0 ANN HAMMOND STRATEGIC PLANNING CHAIRMA 3.00 X 0 0 0 SHARON DILLARD PARLIAMENTARIAN 4.00 X 0 0 0 0 0 0 0 0 0 0 0 26065 239124 149919 265189 911 911 132765 38104 94661 94661 151501 140572 10929 10929 371690 10929 0 95572 7900 1422 711 5767 4197 196 3204 797 1865 373 164 1328 43324 7789 3900 31635 12674 4185 8489 5445 980 490 3975 8152 1466 736 5950 CLOTHING/SHOES/HEALTH K 203445 203445 OTHER EXPENSES 37925 21235 8216 8474 REPAIRS & MAINTENANCE 24080 314 22560 1206 OPERATING SUPPLIES 15470 11469 1252 2749 33690 9009 13053 11628 398167 261883 62775 73509 304503 289900 308314 309142 2691 0 105831 115806 4527 6717 51102 48387 5625 2715 2839 0 734330 724280 1044 13731 18620 22360 19664 36091 X 714666 688189 714666 688189 734330 724280 -26477 0 X X 1 X 0 0 0 X 205789 209084 192799 240790 265189 1113651 241983 255020 252180 254788 313328 1317299 447772 464104 444979 495578 578517 2430950 0 15000 15000 12000 5000 5912 52912 15000 15000 12000 5000 5912 52912 2378038 724 626 530 936 911 3727 724 626 530 936 911 3727 448496 464730 445509 496514 579428 2434677 0.97670 0.97830 0.00150 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36484 36184 300 6022 6022 0 8596 6181 2415 2715 X PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. GALA 95763 95763 26287 COOKBOOK 12746 12746 10634 1 24256 24256 1183 132765 132765 38104 38104 94661 X 149919 THRIFT VALUE 0 0 0 FORM 990, PART III, LINE 2 IN THE CURRENT FISCAL YEAR, ASSISTANCE LEAGUE OF THE BAY AREA INTRODUCED A NEW PROGRAM TO THE COMMUNITY CALLED THE ASSAULT SURVIVOR KITS. THIS PROGRAM PROVIDES NEW CLOTHING AND HYGIENE KITS TO VICTIMS OF ASSAULT WHOSE CLOTHING HAS BEEN RETAINED BY LAW ENFORCEMENT AS EVIDENCE. 152 KITS WERE DISTRIBUTED IN THIS CURRENT FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 4 AS A RESULT OF NEW TEMPLATES FOR BYLAWS FROM THE ASSISTANCE LEAGUE BYLAWS COMMITTEE EFFECTIVE JULY 2015, AND THE SIMPLIFY MOTIONS PASSED BY OUR MEMBERSHIP AT THE JANUARY 25, 2016 MEETING, THE CHAPTER BYLAWS COMMITTEE WERE AMENDMENDED AS FOLLOWS: 1. AMEND 5.01 NOMINATING COMMITTEE TO ELECT THE COMMITTEE IN NOVEMBER AND ANNOUNCE THE SLATE IN FEBRUARY. 2. AMEND 5.02 SLATE TO INCLUDE THE TWO ADDITIONAL DELEGATES TO NATIONAL CONFERENCE. 3. AMEND 6.01 PRESIDENT TO PROVIDE FOR AN APPOINTMENT OF AN ASSISTANT TREASURER. 4. AMEND 6.02 PRESIDENT-ELECT TO INCLUDE EQUIVALENT ABILITY OF PRESIDENT, SECRETARY AND TREASURER TO BE AUTHORIZED TO OPEN AND CLOSE BANK ACCOUNTS. 5. AMEND 8.02 STANDING AND SPECIAL COMMITTEES TO INCLUDE MEMBER RELATIONS AS A PART OF THE MEMBERSHIP COMMITTEE, TO CHANGE THE NAME OF COMMUNITIES IN SCHOOLS V BAY TO OPERATION SUPPORT OUR SCHOOLS, INCLUDE ASSAULT SURVIVOR KITSR AS A PHILANTHROPIC PROGRAM AND INCLUDE BRIDGE OVER TROUBLED WATERS AS A COMPONENT OF READY FOR WORK, ALL COMPONENTS TO THE PHILANTHROPIC PROGRAMS COMMITTEE, AND TO INCLUDE TECHNOLOGY AS PART OF THE OPERATIONS COMMITTEE. 6. AMEND 8.03 STANDING AND SPECIAL COMMITTEES TO DESCRIBE THE WORKS OF THE MEMBER RELATIONS, ASSAULT SURVIVOR KITS, AND TECHNOLOGY COMMITTEES. 7. AMEND 8.03 STANDING AND SPECIAL COMMITTEES TO DESCRIBE THE DUTIES OF ASSISTANT TREASURER. 8. AMEND 8.03 STANDING AND SPECIAL COMMITTEES TO INCLUDE THE ASSISTANT TREASURER AS A MEMBER OF THE FINANCE COMMITTEE. 9. AMEND 10.02 DUES AND FEES TO DESIGNATE DUES FOR VOTING AND NONVOTING MEMBERS AND REMOVE SUB-CLASSIFICATIONS. 10. AMEND 10.02 DUES AND FEES TO INDICATE A NOMINAL FEE FOR NEW MEMBERS BETWEEN THE MONTHS OF MARCH AND MAY. (NOTE: CHAPTER S DECISION TO DETERMINE AMOUNT.) 11. AMEND 10.06 PROPOSED EXPENDITURES TO INCLUDE A PERCENTAGE INCREASE REQUIRING BOARD AND MEMBERSHIP APPROVAL FOR UNBUDGETED EXPENDITURES. (NOTE: CHAPTER S DECISION TO DETERMINE PERCENTAGE.) MANDATORY CHANGES INCLUDE: H ELECTION OF CONFERENCE DELEGATES AS A PART OF THE SLATE. H AUTHORIZATION TO OPEN AND CLOSE ACCOUNTS FOR THE PRESIDENT, SECRETARY AND TREASURER. H STRIKING ANY REFERENCES TO EX-OFFICIO FOR POSITIONS OTHER THAN THE PRESIDENT OR PRESIDENT-ELECT. H REQUIRING A NOMINAL AMOUNT OF DUES BE STATED FOR NEW MEMBERS BETWEEN THE MONTHS OF MARCH AND MAY. H REQUIRED PERCENTAGE STATED FOR UNBUDGETED EXPENDITURES. H REQUIREMENTS FOR CHAPTER AUXILIARIES. H REQUIREMENTS FOR AUXILIARY REPRESENTATION ON THE BOARD. H PROCESS FOR DETERMINING ADVISORY COUNCIL. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS MADE BY THE GOVERNING BODY ARE SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE EXECUTIVE BOARD BEFORE BEING FILED WITH THE IRS. THE REVIEW CONSISTS OF READING AND REVIEWING ALL FORMS AND SCHEDULES WITH THE CPA. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THE POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. THE POLICY SHALL BE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED TO ALL RESPONSIBLE PERSONS. EACH RESPONSIBLE PERSON SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH HE/SHE IS INVOLVED AND BELIEVES COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST ARISING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE CHAPTER MAKES ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE, ON THE GUIDESTAR WEBSITE, AND UPON REQUEST TO THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S EXECUTIVE BOARD OVERSEES THE REVIEW OF THE FINANCIAL STATEMENTS.