2026-04-15T09:56:18-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-06-01 951945908 NATIONAL ASSISTANCE LEAGUE NATI 8188463777 7590 NORTH GLENOAKS BOULEVARD 155 BURBANK CA 91504 ANDREA GOODMAN BOARD CHAIR 8188463777 2026-04-13 1 1 ALEXANDRA SPIELVOGEL P02040631 8605614000 2026-04-13 2024 2025-03-06 01:10:19Z ANDREA GOODMAN 7590 NORTH GLENOAKS BOULEVARD 155 BURBANK CA 91504 2023566 0 X WWW.ASSISTANCELEAGUE.ORG X 1935 CA ASSISTANCE LEAGUE ENGAGES AND EMPOWERS VOLUNTEERS TO STRENGTHEN OUR COMMUNITIES; PROVIDE LEADERSHIP DEVELOPMENT, EDUCATIONAL CONFERENCES AND ONGOING SUPPORT FOR CHAPTER MEMBERSHIP. 12 11 9 20000 0 0 923844 896339 26598 18778 257577 98694 5401 6087 1213420 1019898 0 0 0 0 595045 841264 3375 0 77065 657430 941071 1255850 1782335 -42430 -762437 5500868 5349614 333846 657972 5167022 4691642 X ASSISTANCE LEAGUE ENGAGES AND EMPOWERS VOLUNTEERS TO STRENGTHEN OUR COMMUNITIES. 0 0 1290096 0 18778 NATIONAL ASSISTANCE LEAUGE (ORGANIZATION), ESTABLISHED IN 1935, OPERATES AS A NONPROFIT CALIFORNIA CORPORATION. THE ORGANIZATION IS COMMITTED TO ENGAGING AND EMPOWERING VOLUNTEERS WITH THE GOAL OF STRENGTHENING COMMUNITIES NATIONWIDE. THE NATIONAL ORGANIZATION PROVIDES COMPREHENSIVE SUPPORT TO ITS CHAPTERS TO AID IN THEIR COMMUNITY BASED INITIATIVES. AS OF MAY 31, 2025, THE ORGANIZATION CONSISTS OF 119 CHAPTERS AND OVER 20,000 CHAPTER MEMBERS. CHAPTERS ARE LOCATED THROUGHOUT THE UNITED STATES AND ARE GOVERNED INDEPENDENTLY TO ADDRESS LOCAL NEEDS. SEE SCHEDULE O FOR CONTINUATION.THE ORGANIZATION OFFERS COMPREHENSIVE SUPPORT TO ITS CHAPTERS INCLUDING ACCESS TO EDUCATION AND TRAINING PROGRAMS DESIGNED TO BUILD LEADERSHIP AND ORGANIZATIONAL SKILLS. ADDITIONALLY, CHAPTERS BENEFIT FROM PROFESSIONAL AND VOLUNTEER COACHING, WHICH HELPS ENHANCE THEIR IMPACT AND EFFECTIVENESS. BEYOND TRAINING AND COACHING, THE ORGANIZATION PROVIDES ADMINISTRATIVE, MARKETING, AND TECHNOLOGY SUPPORT TO HELP CHAPTERS OPERATE EFFICIENTLY AND REACH A WIDER AUDIENCE. NATIONAL PARTNERSHIP AGREEMENTS FURTHER EXTEND THE RESOURCES AVAILABLE TO CHAPTERS, ENABLING COLLABORATION AND STRENGTHENING THEIR ABILITY TO SERVE COMMUNITIES.KEY PROGRAMS GOING FORWARD, THE DELIVERABLES OFFERED BY THEORGANIZATION WILL BE ORGANIZED INTO TWO PRIMARY PROGRAMS:1. LEADERSHIP DEVELOPMENT AND SUPPORT: FOCUSED ON FOSTERING STRONG LEADERSHIP WITHIN CHAPTERS, THIS PROGRAM ENSURES THAT VOLUNTEERS ARE EQUIPPED WITH THE SKILLS AND KNOWLEDGE NECESSARY TO GUIDE THEIR ORGANIZATIONS EFFECTIVELY.2.VOLUNTEER COMMUNITY BUILDING: THIS PROGRAM CENTERS ON BUILDINGCONNECTIONS AMONG VOLUNTEERS AND WITHIN COMMUNITIES, ENCOURAGING COLLABORATION AND SERVICE TO ADDRESS LOCAL CHALLENGES.STRATEGIC PLANNING, BOARD DEVELOPMENT, ORGANIZATIONAL STRUCTURE TO ADDRESS ITS EVOLVING NEEDS, THE ORGANIZATION DEVELOPED A NEW STRATEGIC PLAN. DURING THE 2025 FISCAL YEAR, THE ORGANIZATION ANNOUNCED ITS INTENT TO MOVE TO AN AFFILIATION STRUTURE WITH ITS CHAPTERS. THE STRUCTURE CONSISTS OF A NEW FEE TO REPLACE THE PER CAPITA DUES AND A NEW AGREEMENT BETWEEN THE ORGANIZATION AND ITS CHAPTERS. THIS AGREEEMENT WILL BE DEVELOPED DURING THE 2026 FISCAL YEAR AND IMPLEMENTED FOR THE 2026/7 FISCAL YEAR. ON JUNE 1, 2025, 24 CHAPTERS DISAFFILIATED FROM THE NATIONAL ORGANIZATION. IN RESPONSE, THE NATIONAL ORGANIZATION ENGAGED A WORKING GROUP OF OVER 100 CHAPTER MEMBERS AND NATIONAL BOARD MEMBERS TO REIMAGINE THE WORKING RELATIONSHIP BETWEEN THE ORGANIZATION AND ITS CHAPTERS. THE ORGANZIATION ALSO INITIATED CHANGE IN THE ORGANIZATION'S LEADERSHIP STRUCTURE THAT HAS CONTINUED IN FY 2026. THESE CHANGES CULMINATED WITH THE HIRING OF A NEW EXECUTIVE DIRECTOR IN SPRING OF 2026.ADDITIONAL SERVICES PROVIDED TO CHAPTERS IN 2025, THE ORGANIZATION INTRODUCED LEAGUE LINK TO REPLACE THE CHAPTER HUB SYSTEM. LEAGUE LINK PROVIDES CHAPTERS WITH CHAPTER MEMBER ROSTERS, CALENDARS, ACCESS TO IMPORTANT CHAPTER AND NATIONAL ORGANIZATION RESOURCES AS WELL AS COMMUNICATION TOOLS ALLOWING CHAPTER MEMBERS IN ONE CHAPTER TO EXCHANGE QUESTIONS AND IDEAS WITH OTHER CHAPTERS. WITH LEAGUE LINK, CHAPTERS CAN DESIGN THEIR OWN WEBPAGES USING TEMPLATES FROM THE NATIONAL ORGANIZATION AND LINK THROUGH THE NATIONAL WEBSITE AS WELL, ASSISTANCELEAGUE.ORG. THE ORGANIZATION WILL CONTINUE TO RESPOND TO CHAPTER NEEDS AND ENHANCE OVERALL OPERATIONAL EFFICIENCY.MARKETING SUPPORT AND SERVICES THE ORGANIZATION PROVIDES COMPREHENSIVE MARKETING SERVICES AND SUPPORT TO ITS CHAPTERS TO STRENGTHEN THEIR OUTREACH AND ENGAGEMENT EFFORTS. ONE OF THE KEY INITIATIVES IS THE MANAGEMENT OF AN AWARDS PROGRAM, WHICH ENABLES CHAPTERS TO FORMALLY ACKNOWLEDGE AND CELEBRATE THE CONTRIBUTIONS OF MEMBER AND COMMUNITY VOLUNTEERS, AS WELL AS EXTERNAL SUPPORTERS WHO HAVE MADE A SIGNIFICANT IMPACT. THIS RECOGNITION PROGRAM NOT ONLY BOOSTS MORALE BUT ALSO ENHANCES THE VISIBILITY OF CHAPTER ACHIEVEMENTS WITHIN THE BROADER COMMUNITY.TO FURTHER ASSIST CHAPTERS WITH THEIR BRANDING AND PROMOTIONAL NEEDS,THE ORGANIZATION OFFERS ONGOING DESIGN SUPPORT FOR CHAPTER LOGOS. IN ADDITION TO STANDARD LOGO ASSISTANCE, CHAPTERS NOW HAVE ACCESS TO THREE NEW ANNIVERSARY LOGO DESIGNS, ALLOWING THEM TO COMMEMORATE IMPORTANT MILESTONES AND ANNIVERSARIES WITH DISTINCTIVE BRANDING MATERIALS TAILORED TO THEIR CELEBRATIONS.CHAPTERS ALSO BENEFIT FROM ACCESS TO ASSISTANCELEAGUEMARKETPLACE.COM, AN ONLINE PLATFORM WHERE THEY CAN PURCHASE A VARIETY OF ITEMS FEATURING EITHER THE NATIONAL ORGANIZATION'S LOGO OR THEIR INDIVIDUAL CHAPTER LOGO. THIS RESOURCE STREAMLINES THE PROCESS OF OBTAINING BRANDED MERCHANDISE, SUPPORTING CHAPTERS IN THEIR MARKETING AND FUNDRAISING INITIATIVES. LOOKING AHEAD, THE ORGANIZATION WILL INTRODUCE NEW VENDORS TO THE MARKETPLACE. NATIONAL PARTNERSHIPS THE ORGANIZATION OFFERS CHAPTERS ACCESS TONATIONALLY DEVELOPED PARTNERSHIPS AND RESOURCES TO ENHANCE THE WORK THEY DO IN THEIR COMMUNITIES, INCLUDING:- BOARDSOURCE: NONPROFIT SAMPLE TEMPLATES, RESOURCES, AND LEARNING OPPORTUNITIES- RIGHTGIFT: BULK PURCHASING, GIFTINKIND/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- BURLINGTON, OPERATION WARM: DISCOUNTS ON CLOTHING ITEMS- HYATT HOTELS: MEMBER DISCOUNT PROGRAM- AFFINITY MERCHANDISING, SPRINKLED WITH PINK: ASSISTANCE LEAGUEBRANDED MERCHANDISE- GUESTBOOK: MARKETING AND SOCIAL MEDIA SUPPORT- NONPROFITREADY.ORG: ONDEMAND TRAINING AND EDUCATIONFUTURE REVENUE INITIATIVES - LOOKING AHEAD, THE ORGANIZATION WILLIMPLEMENT ITS NEW OPERATING AND BUSINESS MODEL CENTERED AROUND THE AFFILIATION FEE. IN ADDITION, THE ORGANIZATION WILL EXPLORE NEW SOURCES OF REVENUE, AND EXPANDING PARTNERSHIPS. THESE INITIATIVES ARE DESIGNED TO DIVERSIFY AND STRENGTHEN THE ORGANIZATION'S FINANCIAL FOUNDATION.SUMMARY - THE ORGANIZATION IS COMMITTED TO FOSTERING A UNIFIED APPROACH AND MINDSET THAT BRINGS TOGETHER ALL 95 CHAPTERS TO ADDRESS COMMON ISSUES. AT THE SAME TIME, THIS APPROACH ALLOWS FOR THE NECESSARY FLEXIBILITY TO MEET THE UNIQUE NEEDS OF INDIVIDUAL CHAPTERS AND THEIR COMMUNITIES. 1290096 1 1 0 0 0 0 0 0 0 0 1 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 0 1 6 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 1 0 1 1 1 1 1 0 1 1 1 0 0 1 1 1 0 CA X X JUDY ZULFIQAR MBA NATIONAL EXECUTI 8188463777 7590 NORTH GLENOAKS BLVD SUITE 155 BURBANK CA 91504 STEPHANIE CHANEY ATKINS SEC. TO 2/25/INTERIM CEO SINCE 2/25 40.00 X X 0 0 0 ANDREA GOODMAN BOARD CHAIR 20.00 X X 0 0 0 CATHERINE ROSE VICE CHAIR 20.00 X X 0 0 0 DEBORAH HAMLIN-KARALUN SECRETARY (FROM 2/25) 10.00 X X 0 0 0 ROSANNE KELLER TREASURER 5.00 X X 0 0 0 SHELLY BARBRE DIRECTOR 5.00 X 0 0 0 AMY JOHNSON DIRECTOR 5.00 X 0 0 0 RUTH ANN KEOPSEL DIRECTOR 5.00 X 0 0 0 SALLY ANN PALCOVICH DIRECTOR 5.00 X 0 0 0 KATHY REESE DIRECTOR 5.00 X 0 0 0 PATRICIA REINIER DIRECTOR 5.00 X 0 0 0 PAUL RODRIGUEZ DIRECTOR 5.00 X 0 0 0 SUSAN TAFFER DIRECTOR (UNTIL 1/25) 5.00 X 0 0 0 MATTHEW ZARCUFSKY CEO (UNTIL 2/25) 40.00 X 119557 0 1200 RYAN BERENS SENIOR SALESFORCE ADMINISTRATOR 40.00 X 130590 0 800 VERONIKA PITROSE BUSINESS OPERATIONS MANAGER 40.00 X 119368 0 1200 369515 0 3200 3 0 0 0 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 ACCOUNTING SERVICES 108507 1 783711 112628 896339 CONFERENCE FEES 611710 10800 10800 SALESFORCE LICENSES 611710 7978 7978 18778 195795 195795 906567 924605 79063 -18038 -79063 -97101 -97101 OTHER INCOME 900099 6087 6087 6087 1019898 18778 0 104781 X 185767 130037 37153 18577 562706 480460 65612 16634 31642 27248 3564 830 61149 49989 8335 2825 72044 72044 117712 117712 50616 50616 281365 266228 15137 14401 11521 2160 720 30546 25101 4206 1239 66705 52804 13901 24585 19668 3688 1229 25950 2752 23198 35195 35195 3638 2910 546 182 50414 40331 7562 2521 14611 11688 2192 731 LICENSES, FEES, AND SUB 153289 134164 16586 2539 1782335 1290096 415174 77065 20407 181761 270053 54305 1334 1990 60430 36239 113130 51479 188167 61651 4960477 4909466 0 104202 5500868 5349614 89971 109625 243875 94145 0 454202 333846 657972 X 5167022 4691642 5167022 4691642 5500868 5349614 -762437 287057 0 X 1 X 0 1 0 X 1081105 1032107 1077879 923844 896339 5011274 0 337392 13578 26598 18778 396346 1081105 1369499 1091457 950442 915117 5407620 10645 10000 36925 57570 0 10645 10000 36925 57570 5350050 137289 191680 190464 257577 98694 875704 137289 191680 190464 257577 98694 875704 7264 4172 5213 5401 6087 28137 1225658 1565351 1287134 1213420 1019898 6311461 0.84770 0.84420 0.13870 0.12850 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 7,264. 2021 AMOUNT: $ 4,172. 2022 AMOUNT: $ 5,213. 2023 AMOUNT: $ 5,401. 2024 AMOUNT: $ 6,087. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9710 9710 10000 -290 9710 12247 -598 1649 10000 9882 2365 12247 113130 51479 61651 61651 LINE OF CREDIT 350000 OPERATING LEASE LIABILITY 104202 454202 X PART V, LINE 4: THE ORGANIZATIONS ENDOWMENT CONSISTED OF $10,000 ESTABLISHED TO SUPPORT THE EXECUTIVE DIRECTOR'S TRAVEL. THE ENDOWMENT COMPRISES DONOR RESTRICTED ENDOWMENT FUNDS ONLY AND, AS OF MAY 31, 2025 AND 2024, THERE WERE NO FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH THE ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONORIMPOSED RESTRICTIONS. THE FUNDS WERE RELEASED IN FULL DURING THE YEAR ENDED MAY 31, 2024. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR 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 MAY 31, 2025 AND 2024. GENERALLY, THE 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 1A THE EXECUTIVE COMMITTEE IS A COMMITTEE OF THE NATIONAL BOARD COMPRISED OF THE ELECTED OFFICERS OF THE ORGANIZATION, NAMELY THE CHAIR, VICE CHAIR, TREASURER, AND SECRETARY. POWERS - THE EXECUTIVE COMMITTEE MAY TAKE ACTION ON BEHALF OF THE NATIONAL BOARD BETWEEN NATIONAL BOARD MEETINGS AS NECESSARY SUBJECT TO THE RESTRICTIONS SET FORTH IN 6.01(C). THE ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE WILL BE REPORTED TO THE NATIONAL BOARD AT THE NEXT NATIONAL BOARD MEETING AFTER WHICH ACTION WAS TAKEN FOR RATIFICATION. NON-VOTING PARTICIPANTS - THE CHIEF EXECUTIVE OFFICER MAY ATTEND ALL COMMITTEE MEETINGS BUT SHALL NOT BE A VOTING MEMBER OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING CHANGES TO ITS BYLAWS DURING FY25: - REMOVED ARTICLE CONTAINING PROCESS FOR DISSOLUTION OF THE ORGANIZATION AND FINAL DISTRIBUTION OF ASSETS - ADDED LANGUAGE TO REQUIRE AN AUDIT COMMITTEE IF GROSS REVENUE EXCEEDS $2 MILLION IN ANY FISCAL YEAR FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION SHALL CONSIST OF CHAPTERS AND OTHER MEMBERSHIP CATEGORIES AS MAY BE DEFINED BY THE BOARD. 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 THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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 FEES: PROGRAM SERVICE EXPENSES 266,228. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,137. TOTAL EXPENSES 281,365.