2015-10-02T17:15:34-05:00 2015-05-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2014-06-01 951945908 National Assistance League NATI 8188463777 3100 W Burbank Blvd No 100 Burbank CA 91505 Nancy Reberger President 8188463777 2015-10-02 1 Tonetta L Conner CPA P01775198 6264036801 2014 2016-02-25 16:41:14Z Nancy Reberger 3100 W Burbank Blvd No 100 Burbank CA 91505 1605572 0 X www.assistanceleague.org X 1935 CA Provide leadership development, educational conferences and ongoing support for chapter membership. 15 15 7 26000 0 0 235499 1043627 1335470 447104 72107 88794 21812 24597 1664888 1604122 0 0 0 0 334963 390904 0 0 103405 1179840 1213631 1514803 1604535 150085 -413 5533624 5703453 512590 537363 5021034 5166090 X Building effective chapters nationwide through education, inspiration and support. 0 0 785443 455374 See Schedule O 523671 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. Chapter Services 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. 20251 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. 1329365 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 1 0 0 0 0 0 0 0 0 1 12 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 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 Treasurer 8188463777 3100 W Burbank Blvd No 100 Burbank CA 91505 Nancy Reberger President 40.00 X X 0 0 0 Anita Friesen Vice President 20.00 X X 0 0 0 Charlotte Stott Vice President 20.00 X X 0 0 0 Phyllis Campbell Vice President 30.00 X X 0 0 0 Becky Rasdall Vice President 30.00 X X 0 0 0 Maureen Smith Vice President 20.00 X X 0 0 0 Kathy Darwin Vice President 30.00 X X 0 0 0 Kathy Youngman Secretary 10.00 X X 0 0 0 Laura Farr Treasurer 20.00 X X 0 0 0 Ilene Hack Board Member 15.00 X 0 0 0 Kathy Ellis-Kelemen Board Member 40.00 X 0 0 0 Cindy Burgess Board Member 20.00 X 0 0 0 Jane Rosinski Board Member 15.00 X 0 0 0 Norma Barloco Board Member 20.00 X 0 0 0 Karen Menz Board Member 20.00 X 0 0 0 Geoffrey Wilson Executive Director 40.00 X X 113241 0 7434 113241 0 7434 1 0 0 0 0 X 793057 250570 25170 1043627 Conference fees 611710 431079 431079 Exhibitors/Vendors/Ads 541800 16025 16025 447104 88794 88794 9720 1450 8270 8270 Other income 900099 16327 16327 16327 1604122 455374 0 105121 X 133328 97329 25466 10533 214262 156411 40583 17268 41694 30436 7964 3294 1620 1184 259 177 10500 10500 25640 25640 205744 185828 6804 13112 13618 13618 48899 38394 2332 8173 73822 44293 18456 11073 428141 401239 26681 221 17015 12269 230 4516 9675 6289 1451 1935 6459 2146 3598 715 Attendee meals 288131 288131 Operating supplies 59506 37833 1198 20475 Miscellaneous expenses 15412 9297 603 5512 Dues and subscriptions 11069 4668 6401 1604535 1329365 171765 103405 653995 720951 944469 899965 2457 2711 414011 401954 107397 89468 170241 140233 45208 30008 3366087 3558396 5533624 5703453 225844 216478 237085 289745 49661 31140 512590 537363 X 4972368 5128983 38666 27107 10000 10000 5021034 5166090 5533624 5703453 -413 145468 0 X 0 1 X 1 0 X 235953 224126 268966 235499 1043627 2008171 651241 581333 447465 541071 447104 2668214 787541 789843 789672 794399 793057 3954512 1674735 1595302 1506103 1570969 2283788 8630897 0 0 0 8630897 84001 80235 88161 91235 88974 432606 84001 80235 88161 91235 88974 432606 20979 19280 27660 16011 16327 100257 1779715 1694817 1621924 1678215 2389089 9163760 0.94190 0.93500 0.04720 0.05250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11485 599 958 11126 11785 1100 1400 11485 10843 942 11785 12630 -437 1350 10843 13722 2282 3374 12630 0.90000 0.10000 0 0 103645 84963 18682 66596 55270 11326 30008 X 1749968 145468 24567 1450 171485 1578483 25640 25640 1604123 1604911 24567 1450 26017 1578894 25640 25640 1604534 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, 2014 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 1,450. Part XII, Line 2d - Other Adjustments: Cost of goods sold 1,450. Part XII, Line 4b - Other Adjustments: Investment expenses 25,640. X Various 3 25170 0 1 0 Form 990, Page 2, Program Accomplishment, 4a 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. 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 11 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 The personnel committee chairman reviews the compensation and compares to industry standard. 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, Page 9, Part VIII, line 1b Re-classification of Membership dues - Presentation of income has been removed from Line 2, as stated in prior year returns, to properly reflect Membership dues income as defined by the IRS for the purpose of filing Form 990. Membership income does not include any goods and services and as such is now stated on Line 1b. Form 990, Part IX, line 11g Other professional services: Program service expenses 185,828. Management and general expenses 6,804. Fundraising expenses 13,112. Total expenses 205,744.