2024-10-14T18:31:04-05:00 2024-05-31 320530003 QUIGLEY & MIRON 3550 WILSHIRE BLVD 1660 LOS ANGELES CA 90010 990 2023-06-01 951945908 NATIONAL ASSISTANCE LEAGUE NATI 8188463777 3100 W BURBANK BLVD 100 BURBANK CA 91505 MATTHEW P ZARCUFSKY CHIEF EXECUTIVE OFFICER 8188463777 2024-10-14 1 JOHN BOVARD MIRON P01358141 2136393550 2023 2024-10-15 13:58:12Z MATTHEW P ZARCUFSKY 3100 W BURBANK BLVD 100 BURBANK CA 91505 1972768 0 X WWW.ASSISTANCELEAGUE.ORG X 1935 CA PROVIDE LEADERSHIP DEVELOPMENT, EDUCATIONAL CONFERENCES AND ONGOING SUPPORT FOR CHAPTER MEMBERSHIP. 13 13 6 22219 0 0 1092442 923844 13681 26598 162997 257577 0 5401 1269120 1213420 0 0 0 0 523458 595045 0 3375 54581 638113 657430 1161571 1255850 107549 -42430 5310550 5500868 479872 333846 4830678 5167022 X ASSISTANCE LEAGUE ENGAGES AND EMPOWERS VOLUNTEERS TO STRENGTHEN OUR COMMUNITIES 0 0 1001670 26598 THE ORGANIZATION CONTINUES TO SUPPORT THE GROWTH OF VOLUNTEERISM IN CHAPTERS WITH NOTABLE HIGHLIGHTS FOR THE 2023-2024 FISCAL YEAR:DURING THE 2023-2024 YEAR, THE ORGANIZATION SAW 1,275 ATTENDEES AT 27 VIRTUAL LEARNING CIRCLE EVENTS WHO COMPLETED OVER 400 MODULES IN THE NONPROFITREADY.ORG ONLINE PORTAL.MEMBER SERVICES PROVIDED CHAPTERS WITH ACCESS TO LIVE PROFESSIONAL AND VOLUNTEER COACHING SUPPORT ON A VARIETY OF TOPICS DESIGNED TO ADDRESS SPECIFIC QUESTIONS INCLUDING, BUT NOT LIMITED TO:- BOARD DEVELOPMENT/ORGANIZATIONAL STRUCTURE- MEMBERSHIP- TECHNOLOGY- STRATEGIC PLANNING- BELONGING AND INCLUSION- E-COMMERCE/MARKETPLACEDURING THE 2023-2024 YEAR, THE ORGANIZATION RECEIVED AND ANSWERED OVER 1,150 QUESTIONS FROM 116 CHAPTERS.STRATEGIC PLANNING/BOARD DEVELOPMENT/ORGANIZATIONAL STRUCTURE-NATIONAL ASSISTANCE LEAGUE CONTINUED FORWARD PROGRESS ON THE NEXT PHASE OF ITS STRATEGIC PLANNING WORK FOLLOWING UP ON ITS 2021-2024 PLAN TO REIMAGINE THE ORGANIZATION WITH A PLAN THAT FOCUSES ON THE SPECIFIC STRATEGIES FOR THE FUTURE OPERATIONAL STRUCTURE AND SUPPORT OF OUR CHAPTERS. THE ORGANIZATION ENGAGED ASSOCIATION LABORATORY, A FIRM WHICH SPECIALIZES IN WORKING WITH CHAPTER/AFFILIATE-BASED ORGANIZATIONS, TO DESIGN AND LEAD A PROCESS THAT ENGAGED CHAPTER LEADERS AND INDIVIDUAL VOLUNTEERS TO DETERMINE THE KEY ISSUES THAT FACE OUR ORGANIZATION. WORK CONTINUES ON THE DEVELOPMENT OF THE PLAN, ACTION STRATEGIES, AND TIMELINE WHICH WILL BE ROLLED OUT TO CHAPTERS IN THE FALL/WINTER OF 2024.ALSO, IN 2023-2024, THE ORGANIZATION INITIATED A FEDERATED MEMBERSHIP PROGRAM WITH BOARDSOURCE, THE PREMIER ORGANIZATION DEDICATED TO SUPPORTING NONPROFIT BOARDS AND EXECUTIVES ON BOARD LEADERSHIP AND GOVERNANCE PRACTICES. THIS MEMBERSHIP IS AVAILABLE TO ALL CHAPTER BOARD MEMBERS WITHIN THE ASSISTANCE LEAGUE NETWORK. TECHNOLOGY SERVICES AND SUPPORT-THE ORGANIZATION OFFERS TECHNOLOGY SERVICES AND SUPPORT TO 92 CHAPTERS THROUGH THEIR USE OF A "MULTI-SITE" WEBSITE HOUSED WITHIN THE ORGANIZATION'S WEBSITE, WWW.ASSISTANCELEAGUE.ORG. ADDITIONALLY, PARTICIPATING CHAPTERS MAY CHOOSE TO UTILIZE ADDITIONAL "PLUG-IN" SERVICES - EVENT MANAGER, VOLUNTEER SIGNUPS/CALENDAR, VOLUNTEER HOURS TRACKING, AND DONOR MANGEMENT - TO ASSIST WITH MANAGEMENT OF THEIR CHAPTER ACTIVITIES. DURING THE 2023-2024 YEAR, THE ORGANIZATION RESPONDED TO OVER 1,500 TECHNOLOGY RELATED HELP DESK TICKETS AND PROVIDED 6 WEEKLY VIRTUAL HELP DESK OPPORTUNITIES TO CHAPTERS.ADDITIONALLY, DURING THE 2023-2024 YEAR, THE BOARD OF DIRECTORS OF NATIONAL ASSISTANCE LEAGUE APPROVED A $200,000 CAPITAL INVESTMENT IN A NEW VOLUNTEER MANAGEMENT AND LEARNING PLATFORM. LEAGUELINK (POWERED BY DIGITAL CHEETAH) IS CURRENTLY BEING IMPLEMENTED ACROSS THE ORGANIZATION IN PHASES. COMPLETE IMPLEMENTATION AND FURTHER DEVELOPMENT OF THE PLATFORM WILL OCCUR THROUGH 2026.MARKETING SERVICES AND SUPPORT-THE ORGANIZATION OFFERS MARKETING SERVICES AND SUPPORT TO CHAPTERS BY MANAGING AN AWARDS PROGRAM THAT AFFORDS CHAPTERS THE OPPORTUNITY TO RECOGNIZE MEMBER/COMMUNITY VOLUNTEERS AND OUTSIDE SUPPORTERS. ADDITIONALLY, THE ORGANIZATION CONTINUES TO PROVIDE DESIGN SUPPORT FOR CHAPTER LOGOS. DURING 2023-2024, THE ORGANIZATION BEGAN OFFERING ADDITIONAL MARKETING AND SOCIAL MEDIA SUPPORT FOR CHAPTERS THROUGH A TIERED SERVICE PLAN WITH ITS OUTSOURCED MARKETING PARTNER.THE ORGANIZATION CONTINUES TO SUPPORT SHOPASSISTANCELEAGUE.COM, AN ONLINE E-COMMERCE PLATFORM, BY WHICH PARTICIPATING CHAPTERS CAN SELL ITEMS DONATED TO THEIR CHAPTER, UNDER THE ASSISTANCE LEAGUE BRAND, TO A NATIONAL AUDIENCE. DURING THE 2023-2024 YEAR, USING LESSONS LEARNED FROM THE E-COMMERCE INITIATIVE, THE ORGANIZATION HAS DECIDED TO BROADEN ITS MARKETING SCOPE TO INCLUDE THE CREATION OF A WEBSITE THAT, IN ADDITION TO THE NATIONAL E-COMMERCE WEBSITE, PROMOTES ALL CHAPTER'S THRIFT SHOPS AND THEIR INDIVIDUAL E-COMMERCE INITIATIVES, AS WELL AS A CELEBRITY CLOSET, AND THE NEWLY CREATED ASSISTANCE LEAGUE MARKETPLACE, THE EXCLUSIVE SHOP FOR PURCHASING ASSISTANCE LEAGUE BRANDED MERCHANDISE.NATIONAL PARTNERSHIPS-THE ORGANIZATION OFFERS CHAPTERS ACCESS TO NATIONALLY DEVELOPED PARTNERSHIPS AND RESOURCES TO ENHANCE THE WORK THEY DO IN THEIR COMMUNITIES, INCLUDING:" BOARDSOURCE (NEW IN 2023-2024)-BULK PURCHASING, GIFT-IN-KIND/CASH FUNDRAISING PLATFORM" RIGHTGIFT-BULK PURCHASING, GIFT-IN-KIND/CASH FUNDRAISING PLATFORM" STERLING VOLUNTEERS-BACKGROUND CHECKS" MODERN HR-HUMAN RESOURCES CONSULTING/PROFESSIONAL EMPLOYMENT ORGANIZATION" GRANTSTATION-RESEARCH TOOL FOR GRANTS" TARGET, JCPENNY, FAMOUS FOOTWEAR-GIFT CARD PURCHASING" HYATT HOTELS-MEMBER DISCOUNT PROGRAM" AFFINITY MERCHANDISING (NEW IN 2023-2024)-ASSISTANCE LEAGUE BRANDED MERCHANDISE" COLLIDESCOPE.IO-MARKETING, SOCIAL MEDIA, BRANDING SUPPORT" NONPROFITREADY.ORG-ON-DEMAND TRAINING AND EDUCATIONSUPPORT AND REVENUE-THE ORGANIZATION'S SUPPORT AND REVENUE DURING THE YEARS ENDED MAY 31, 2024 AND 2023, IS PRIMARILY DERIVED FROM PER-CAPITA MEMBERSHIP DUES AND INVESTMENT RETURN. CONTRIBUTED INCOME IS RECEIVED FROM ASSISTANCE LEAGUE MEMBERS AND LOCAL CHAPTERS DONATING TO THE CIRCLE FUND WHICH FUNDS THE SUPPORT OF ALL CHAPTERS IN OUR NETWORK.LOOKING AHEAD, THE ORGANIZATION WILL CONTINUE TO EVOLVE ITS OPERATING AND BUSINESS MODELS, WHICH WILL INCLUDE THE DEVELOPMENT OF A NEW OPERATING REVENUE MODEL FOR 2025 FORWARD. WE WILL CONTINUE TO FOSTER A NEW APPROACH AND MINDSET THAT UNIFIES OUR ORGANIZATION AND ITS 120 CHAPTERS ON THE ISSUES WE ALL HAVE IN COMMON, WHILE CONTINUING TO ALLOW FOR FLEXIBILITY TO MEET NEEDS OF INDIVIDUAL CHAPTERS AND COMMUNITIES. 1001670 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 0 1 11 0 6 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 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 MATTHEW P ZARCUFSKY CEO 8188463777 3100 W BURBANK BLVD NO 100 BURBANK CA 91505 SUSAN EMMONS SECRETARY 5.00 X X 0 0 0 SHARON HICKS TREASURER 5.00 X X 0 0 0 ANDY GOODMAN PRESIDENT ELECT 5.00 X X 0 0 0 SANDY ROSS PRESIDENT 5.00 X X 0 0 0 MATTHEW P ZARCUFSKY CHIEF EXECUTIVE OFFICER 40.00 X 123794 0 11528 STEPHANIE CHANEY ATKINS DIRECTOR 5.00 X 0 0 0 BARBARA CONDRA DIRECTOR 5.00 X 0 0 0 LAURA FARR DIRECTOR 5.00 X 0 0 0 DEBORAH HAMLIN-KARALUN DIRECTOR 5.00 X 0 0 0 ROSANNE KELLER DIRECTOR 5.00 X 0 0 0 RUTH ANN KOEPSEL DIRECTOR 5.00 X 0 0 0 SALLY ANN PALCOVICH DIRECTOR 5.00 X 0 0 0 CATHERINE ROSE DIRECTOR 5.00 X 0 0 0 SUSAN TAFFER DIRECTOR 5.00 X 0 0 0 RYAN L BERENS SENIOR SALESFORCE ADMINISTRATOR 5.00 X 130273 0 0 VERONIKA PITROSS BUSINESS OPERATIONS MANAGER 5.00 X 109648 0 0 363715 0 11528 3 0 0 0 0 799938 123906 923844 CONFERENCE FEES 611710 14440 14440 SALESFORCE LICENSES 611710 12158 12158 26598 211892 211892 805033 759348 45685 45685 45685 OTHER INCOME 900099 5401 5401 5401 1213420 26598 0 262978 X 166375 116462 33275 16638 363689 312957 44900 5832 19628 16039 3589 45353 36753 6450 2150 19489 15591 2923 975 119427 95542 17914 5971 3375 3375 49061 49061 248392 222812 19185 6395 28176 28176 3068 2454 460 154 5925 4740 889 296 34044 27235 5107 1702 22220 18786 2289 1145 12435 9948 1865 622 LICENSES, FEES, AND SUB 85992 68793 12899 4300 MISCELLANEOUS EXPENSES 16396 15021 624 751 BANK AND MERCHANT FEES 6987 5206 1261 520 OPERATING SUPPLIES 3314 2651 497 166 2504 2504 1255850 1001670 199599 54581 35787 20407 229686 270053 153329 159211 1334 2985 60430 251680 63513 125487 188167 4604065 4960477 5310550 5500868 130717 89971 349155 243875 479872 333846 X 4820968 5167022 9710 0 4830678 5167022 5310550 5500868 -42430 378774 0 X X 1 X 0 1 0 X 984038 1081105 1032107 1077879 923844 5098973 560005 337392 13578 26598 937573 1544043 1081105 1369499 1091457 950442 6036546 5000 10645 10000 25645 53000 53000 58000 10645 10000 78645 5957901 129911 137289 191680 190464 257577 906921 129911 137289 191680 190464 257577 906921 91765 7264 4172 5213 5401 113815 1765719 1225658 1565351 1287134 1213420 7057282 0.84420 0.85900 0.12850 0.10650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9710 -9710 19420 10000 -290 9710 12247 -598 1649 10000 9882 2365 12247 9933 -51 9882 0 0 251680 63513 188167 188167 X 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 AT FISCAL-YEAR END. 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 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 200,049. MANAGEMENT AND GENERAL EXPENSES 15,084. FUNDRAISING EXPENSES 5,028. TOTAL EXPENSES 220,161. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 22,763. MANAGEMENT AND GENERAL EXPENSES 4,101. FUNDRAISING EXPENSES 1,367. TOTAL EXPENSES 28,231. 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.