HomeMy WebLinkAboutAgenda Item No 20-7assistance league,
Operation SChool Bell"
2013-2014
CDBG Application
Submitted to
City of Lake Elsinore
September 7, 2012
COVER LETTER
GRANT APPLICATION
2>
Attachment I.A
3>
BOARD MEMBERS
Attachment I.B
ARTICLES OF INCORPORATION
4>
BYLAWS
Attachment //
PROJECT ACTIVITY 5>
Attachment /I/
PROJECT DESCRIPTION 6>
Attachment VLA
LEVERAGING 7>
Attachment VLB
INCOME & EXPENSE STATEMENT 8>
Attachment VILA
MANAGEMENT CAPACITY 9>
Attachment
BOARD AUTHORIZATION 10>
A]- -A
assistance league"
Temecula Valley
81 st Chapter of
National Assistance League®
Governing Board
2012-2013
Dorcas Shaktman
President
Bonnie Harrison
Vice President
Membership
Debbie Valenzuela
Vice President
Philanthropic Programs
Sumru Vance
Vice President
Resource Development
Ginny Wetzel
Treasurer/
Vice President Finance
Sue Sampson
Secretary
Elective Standing
Committees
Leticia Plummer
Assisteense Liaison
Electra Demos
Bylaws
Kathy Laurin
Chapter House Manager
Diana Elizondo
Education
Mary A. Newport
Public Relations
Dorcas Shaktman
Strategic Planning
28720 Via Montezuma
Temecula, CA 92590 -2510
Tel. (95 1) 694.8018
Fax (951) 694.8298
E -mail:
akemecula@yahoo.com
07 September, 2012
Mr. Richard J. MacHott
City of Lake Elsinore
Community Development Department
130 South Main Street
Lake Elsinore, California 92530
Dear Mr. MacHott:
Assistance League' of Temecula Valley (ALTV) herein submits its completed
CDBG grant application for the 2013 -2014 fiscal year to the City of
Lake Elsinore.
Attached is ALTV's completed application packet with all required
attachments. One original (original signatures) and one copy are enclosed.
Should you or anyone reviewing this application have related questions, require
additional information/documents or explanations, or require that ALTV amend
its application, please contact me via e -mail at altvgrants@gmail.com or via
telephone at (602) 325 -3429.
Thank you in advance for your consideration and generosity.
Grant Writer
Assistance League of Temecula Valley
Enclosures: ALTV's 2013 -2014 CDBG application packet (1 origi
ALTV's 2013 -2014 CDBG application packet (1 copy
DS/
vwwv. temeculavalley .assistanceleague.org Caring and Commitment in Action
EDA USEONLY
PROPOSAL NUMBER _ REVIEWER
DOCUMENT STAMP DATE RECEIVED:
COUNTY OF RIVERSIDE
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
2013-2014
APPLICATION FORM
GENERAL INFORMATION:
Applying Entity or Agency: Assistance League of Temecula Valley
Location: 28720 Via Montezuma
City: Temecula
Zip Code: 92590 -2510
Mailing Address: 28720 Via Montezuma Zip Code: 92590 -2510
Telephone Number: 951- 694 -8018 Fax Number: 951- 694 -8298
Executive Director: Ms. Dorcas Shaktman
E -mail: dshaktman@verizon.net (or altemecula @yahoo.com)
Program Manager: Annette Sheehy
Telephone Number: 951-852-1822
Address (If different from above): same
Grant Writer: Dan Somerston
Telephone Number: 602-325-3429
E -mail: bilsheehy @yahoo.com
E -mail: altvgrants(a)_gmail.com
11. ORGANIZATIONAL HISTORY: (This is applicable only if you are a non - profit organization)
Date Organization founded: 1989
Date Organization incorporated as a non - profit organization: 1989
Federal identification number: 33-0360419
State identification number: 1463456
DUNS Number: none
Number of paid staff: zero (0)
Number of volunteers: 201
ATTACH: Current Board of Directors (Label as Attachment LA)
Articles of Incorporation and By -Laws (Label as Attachment LB)
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LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
III. PROJECT ACTIVITY:
CDBG Funds Requested: $ 25,000.00
(Total amount forte project only
Where will the proposed activity occur (be specific as to the geographic scale of the
proposed activity)? If the project involves a new or existing facility, what is the
proposed service /benefit area for the facility? (Attachment 11 Project Activity)
❑
✓ Countywide (check if project will serve multiple districts and /or cities)
City (ies): Canyon Lake, Lake Elsinore, Menifee, Murrieta, Temecula, Wildomar
Community (ies):
Regions: Southwest Riverside County Economic Development Region (see map, Attachment II)
Other: Unincorporated County areas within the four (4) regional school districts served by ALTV
What Supervisorial District does the activity occur within? First (1 st) - Lake Elsinore
NOTE: EDA will make the final determination of the appropriate service area of all proposals.
Check ONLY the applicable category your application represents.
❑ Real Property Acquisition ❑✓ Public Service ❑ Housing
❑ Rehabilitation /Preservation (please provide picture of structure)
❑ Public Facilities Improvements (construction)
❑ Other: (provide description)
IV. PROJECT NARRATIVE:
A. Name of Project: Operation School Bell (OSB)
Specific Location of Project (include street address; if a street address has not been assigned provide APN)
Street: 28720 Via Montezuma
City: Temecula
APN: n/a
Zip Code: 92590 -2510
*Attach maps of proposed project(s) location and service area.
5
LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
B. Provide a detailed Project Description. The description should only address or
discuss the specific activities, services, or project that is to be assisted with
CDBG funds. If CDBG funds will assist the entire program or activity, then
provide a description of the entire program or activity. (Attach additional sheets
if necessary — Attachment Ill Project Description)
Operation School Bell (OSB) provides clothing and shoes to disadvantaged schoolchildren in four (4) regional
school districts. Addressing this critical human services need also promotes school attendance and educational
achievement.
Full project description in Attachment III, includes:
- Program Overview (Snapshot, Needs, Program, History);
- Program Demographics
- Program Operations
- Program Funding Overview
- Program Innovation & Efficiencies
- Program Budget (2013 -2014)
C. Provide a detailed description of the proposed use of the CDBG funds only (e.g.
client scholarships, purchase a specific piece of equipment, rent, supplies,
utilities, salaries, etc.):
ALL CDBG funds awarded are used exclusively to purchase new clothing for disadvantaged (low- income)
schoolchildren (K -12, ages 5 -17) within the Lake Elsinore Unified School District (USD), Menifee Union School
District, Murrieta Valley USD and Temecula Valley USD. All purchases are documented and completed at OSB
program "shopping events" held by Assistance League of Temecula Valley (ALTV) during the academic year.
100% of program beneficiaries qualify as "low income ", "very low income" or "extremely low income" using the
appropriate (Riverside -San Bernardino - Ontario MSA) regional US HUD income levels and household size.
Formal income verification is completed for each beneficiary.
D. Outcomes and Performance Measures
Number of clients or units of service to be provided using CDBG funds during
the term of the grant: 200 children
NOTE: This is based on the expected number of clients to be served if the County funds your
project for the requested amount.
Length of CDBG- funded activities or service (weeks, months, year): 7/1/2013 - 6/30/2014
Unduplicated number of clients /persons projected to serve (e.g., 25 clients, 50
seniors): 200 children
Units of service (Example: 25 clients x 10 visits = 250 units of service): 200
Service will be provided to (check one or more):
❑ Men ❑ Women
Fv] Children ❑ Men/Women
Range of children's ages: 5 -17
❑ Men/Women /Children
❑ Seniors
❑ Migrant Farm Workers
IJ
LAKE ELSINORE - Community
❑ Families
❑ Severely Disabled Adults
❑ Homeless
Block Grant - Program Year 2013 -2014
Number of beds of facility:n /a
Anticipated number of "new" beds: n/a
Length of stay (if residential facility): n/a
E. What are the goals and objectives of the project, service, or activity? How will
you measure and evaluate the success of the project to meet these goals and
objectives (measures should be both qualitative and quantitative)?
The program's outcomes are clear: in recent program years, OSB has successfully clothed thousands of local
disadvantaged schoolchildren and remains determined to grow the program to meet the identified increased
need for these services. Year after year, the OSB program has achieved its goals of providing critical services
to local disadvantaged schoolchildren in an efficient, convenient and comfortable manner.
Quantitative measurement is straightforward: OSB successfully clothes the projected /proposed number of local
disadvantaged schoolchildren annually. As might be expected, there is no direct post -event follow -up with
beneficiaries who have received clothing through the program. Nonetheless, uniform positive feedback about
the program and its operations are received each year from school district personnel, PTA organizations,
parents and children. This feedback affirms that the program delivers necessary services to children in need
and performs effectively within the local community. Further, in the current year, OSB is conducting
exit - interviews via questionnaires to obtain feedback.
F. Discuss how this project directly benefits low- and moderate- income residents.
ALL (100 %) of program beneficiaries qualify as "low income ", "very low income" or "extremely low income."
The provision of clothing to disadvantaged schoolchildren in need of such resources not only addresses a basic
human services need within the community, but it also strongly promotes educational opportunity and enables
academic progress. As identified by the California Department of Education, unavailable or inadequate clothing
is a primary obstacle to school attendance for a significant number of disadvantaged or low- income
schoolchildren. OSB's mission to provide adequate clothing eliminates this obstacle to classroom attendance.
Empirical data from study after study has proven that classroom attendance makes possible a higher level of
scholastic achievement.
In short, by removing yet another barrier preventing school attendance, doors are opened to educational
opportunities.
G. Respond to A & B only if this application is for a public service project.
(a) Is this a NEW service provided by your agency? Yes ❑ No R]
(b) If service is not new, will the existing public service activity level be
substantially increased or improved?
YES. OSB clothed over 1,300 schoolchildren in 2011 -2012 and will clothe 1,700 children in
2012 -2013 (currently in progress) ... a 30% increase in program services. While the number of
beneficiaries (1,700) will remain the same in 2013 -2014, allocations per child will increase from
approximately $100 to $125 to permit the purchase of school supplies, hygiene supplies, and shoes
for each child.
H. What methods will be used for community involvement to assure that all who
might benefit from the project are provided an opportunity to participate?
ALTV and its Public Relations team of volunteers work diligently to promote knowledge of the OSB program to
community leaders and local employers throughout the year.
Perhaps more importantly, OSB teams are in continual contact with school district personnel and school health
aides during each program cycle. These personnel are trained annually in the specifics of program operations
and eligibility.
School health aides identify and direct eligible (low- income) schoolchildren to the OSB program. OSB
volunteers and school health aides work diligently to include both children and parents (or guardians) in
communications related to the program's services and participation. Further, all relevant program materials
(informational and registration) and forms (income verification and exit - interview) are provided in both English
and Spanish languages.
7
LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
What evidence is there of a long -term commitment to the proposal? Describe
how you plan to continue the work (project) after the CDBG funds are
expended?
The OSB program is in its 24th year of operation in the Temecula Valley and will clothe 1,700 disadvantaged
schoolchildren in 2012 -2013 and the same number in 2013 -2014.
While ALTV s Temecula -based thrift store provides a stable and reliable primary funding mechanism, ALTV s
Board believes it's prudent to diversify funding sources for OSB and elicit individual, corporate, government and
community financial and volunteer support.
During the past year, ALTV has undertaken an effort to seek corporate and foundational financial support to
supplement current OSB spending and enable the program to serve a growing population of disadvantaged
schoolchildren within Southwest Riverside County.
V. PROJECT BENEFIT:
All CDBG- funded activities must meet at least one of three National Objectives of the
CDBG program. Indicate the category of National Objective to be met by your activity:
CATEGORY 1: Benefit to low- moderate income persons (must be documented).
Please choose either subcategory A, B, or C.
A. Area Benefit:
The project or facility serves, or is available to, all persons located within an
area where at least 51% of the residents are low /moderate- income. This
determination is based upon 2000 Census data. If you need assistance in
determining the appropriate census data, please call EDA.
Census Tract and block group numbers:
CT n/a BG n/a CT n/a BG n/a
CT n/a BG n/a
CT n/a BG n/a
CT n/a BG n/a
CT n/a BG n/a
n/a # Total population in Census Tract(s) / block group(s)
n/a # Total low- moderate population in Census Tract(s) / block group(s)
B. Limited Clientele:
The project serves clientele that will provide documentation of their family size,
income, and ethnicity. Identify the procedure you currently have in place to
document that at least 51% of the clientele you serve are low- moderate income
persons.
Potential beneficiary households are required to complete a CDBG "Self- Certification for Public Service Agency
Clientele" form certifying household income, provide supporting documentation and meet US HUD's regional
low- income standards. Completion of this form, including provision of family size, income and ethnicity, is
MANDATORY for program participation.
ALL (100 %) of OSB program beneficiaries qualified as "extremely low income" (79 %), "very low income" (11 %)
or "low income" (10 %) in program year 2011 -2012. ALL (100 %) of OSB program beneficiaries in 2012 -2013 and
in 2013 -2014 will also qualify in one of these three (3) low- income categories.
8
LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
C. Clientele presumed to be principally low- and moderate - income persons:
The following groups are presumed by HUD to meet this criterion. You will be
required to submit a certification from the client (s) that they fall into one of the
following presumed categories.
The activity will benefit (check one or more)
❑ Abused children ❑ Homeless persons
❑ Battered spouses ❑ Illiterate adults
❑ Elderly persons ❑ Persons living with AIDS
❑ Severely disabled adults ❑ Migrant Farm workers
Describe your clientele to be served by the activity.
n/a
CATEGORY 2: Prevention or Elimination of Slums and Blight: The proposed project
or activity must directly benefit an identified slum and blighted area.
Is the project located in a Redevelopment Area? Yes ❑ No ❑
If yes, attach map of the area with the site highlighted, and provide the Redevelopment
Project Area (excerpts accepted) which documents the existence of slum /blight. Also,
document the specific redevelopment objectives pertaining to the proposed project.
(Label as Attachments: IV Category 2, Exhibit 1, 2, etc.) NOTE: this National
Objective Category must be approved by EDA in writing prior to the submittal of
your application.
CATEGORY 3: Documented Health or Safety Condition of Particular Urgency:
Condition shall have been of recent (18 months) origin and must be designated by the
Board of Supervisors. Provide documentation which demonstrates the health or safety
condition has existed within the previous 18 months. (Label as Attachments: V
Category 3, Exhibit 1, 2, etc.) NOTE: this National Objective Category must be
approved by EDA in writing prior to the submittal of your application.
VI. FINANCIAL INFORMATION:
A. Proposed Project Budget
Complete the following annual program budget to begin July 1, 2013. If your proposed
CDBG- funded activity will start on a date other than July 1, 2013, please indicate starting
date. If these budget line items are not applicable to your activity, please attach an
appropriate budget. Provide total Budget information and distribution of CDBG funds in
the proposed budget.
9
LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
The budgeted items are for the activity for which you are requesting CDBG funding - not
for the budget of the entire organization or agency.
(EXAMPLE: The Valley Senior Center is requesting funding of a new Senior Nutritional
Program. The total cost of the program is $15,000. A total of $10,000 in CDBG funds is
being requested for operating expenses associated with the proposed activity. Other non -
CDBG funding will be used to pay pick -up the remaining costs for the program).
TOTAL ACTIVITY/
PROJECT BUDGET CDBG FUNDS
(Include CDBG Funds) REQUESTED
1. Personnel
A. Salaries & Wages
$ see attached budget
$ see attached budget
B. Fringe Benefits
$ in Attachment III
$ in Attachment III
C. Consultants & Contract Services
$
$
SUB -TOTAL
$
$
II. Non - Personnel
A. Space Costs
$
$
B. Rental, Lease or Purchase of
Equipment
$
$
C. Consumable Supplies
$
$
D. Travel
$
$
E. Telephone
$
$
F. Other Costs
$
$
SUB - TOTAL:
$
$
III. Architectural /Engineering Design
$
$
IV. Acquisition of Real Property
$
$
V. Construction /Rehabilitation
$
$
VI. Indirect Costs
TOTAL: $
10
LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
B. Leveraging
Identify other funding sources (commitments or applications) from other sources to
assist in the implementation this activity. Attach current evidence of commitment
(Attachment VI -A, Exhibits 1, 2, etc.). If commitments are pending, indicate amount
requested and attach documentation regarding previous year's funding.
Funding
Source
Amount
Requested
Date
Available
Type of
Commitment
ALTV Thrift Store
$70,000.00+
07/01/2013
committed
Weingart Fdn.
$15,000.00
est. 09/01/2013
will apply again in 2013
So. Cal Gas Co.
$5,000.00
est. 09/01/2013
will apply again in 2013
Wells Fargo Fdn.
$5,000.00
est. 05/01/2013
will apply again in 2013
US Bank Fdn.
$2,000.00
est. 09/01/2013
will apply again in 2013
Pechanga Charitable
$1,000.00
est. 04/01/2013
will apply again in 2013
ALTV (1690 hrs. @ $5 /hr)
$$,450.00
07/01/2013
program volunteer hours
C. Provide a summary by line item of your organization's previous year's income
and expense statement (Attachment VI -B, Exhibits 1, 2, etc.).
Draft Audit Report (fiscal year ended May 31, 2012) attached in Attachment VI.B.
Finalized Audit Report will be available from the auditor on approximately October 15, 2012.
D. If this project benefits residents of more than one community or jurisdiction,
have requests been submitted to those other jurisdictions? Yes ® No ❑
If yes, identify sources and indicate outcome.
CDBG: Menifee ($20K), will apply; Murrietta ($20K), applied; Riverside Cty. ($30K), applied; Temecula ($25K), will apply
If no, please explain
n/a
E. Was this project previously funded with CDBG funds? Yes Fv] No ❑
If yes, when?
CDBG: Funding by Lake Elsinore during 2012 -2013.
Is this activity a continuation of a previously funded (CDBG) project? Yes ❑ No F,/]
If yes, explain:
11
LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
VII. MANAGEMENT CAPACITY:
A. Describe your organization's experience in managing and operating project or
activities funded with CDBG or other Federal funds. Include within the
description a resource list (partnerships) in addition to the source and
commitment of funds for the operation and maintenance of the program.
Source
Activity
Year
Allocation
Amount
Expended
Riverside Co. 3rd
OSB /clothing
2011 -12
$5,000.00
$5,000.00
Murrieta
OSB /clothing
2011 -12
$7,491.00
$7,491.00
Temecula
OSB /clothing
2011 -12
$3,959.00
$3,959.00
Riverside Co. 3rd
OSB /clothing
2010 -11
$5,000.00
$5,000.00
Murrieta
OSB /clothing
2010 -11
$9,000.00
$9,000.00
Temecula
OSB /clothing
2010 -11
$9,333.00
$9,333.00
B. Management Systems
Does your organization have written and adopted management systems (i.e.,
policies and procedures) including personnel, procurement, property
management, record keeping, financial management, etc.?
YES. ALTV maintains extensive policies and procedures including, but not limited to, national organization and
local chapter regulations and policies, organizational bylaws, standing rules for all committees, and detailed job
descriptions.
Financial procedures are well documented and include written policies related to procurement, internal controls,
disbursements, deposits, investments.
Board oversees organizational budgets /expenditures; Treasurer manages daily /monthly /annual financials; CPA
produces audited results.
Extensive detailed governance, financial and program records (back to 1989) are maintained.
C. Capacity
Please provide the names and qualifications of the person(s) that will be
primarily responsible for the implementation and completion of the proposed
project. Provide a detailed organizational chart (Attachment VII -A, Exhibits 1, 2,
etc.).
Annette Sheehy, OSB Chairperson
Diana Elizondo, OSB Co- Chairperson
Terry Wood, OSB Administrator and Data Entry
Detailed QUALIFICATIONS are provided in Attachment VII -A.
Project ORGANIZATIONAL CHART is provided in Attachment VII -A.
Detailed JOB DESCRIPTIONS & RESPONSIBILITIES are provided in Attachment VII -A.
12
LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
D. Should the applying entity be awarded CDBG funds, please identify the
primary project objectives and goals using an Estimated Timeline for Project
Implementation:
OBJECTIVE
START DATE
COMPLETION DATE
Planning & Coordination
02/2013
09/2013
Volunteer Training
08/2013
09/2013
Fall "Shopping" Events
09/2013
10/2013
Reporting / Compliance
11/2013
12/2013
Winter "Shopping" Events
01/2014
02/2014 "
Follow -up / Close -out
02/2014
03/2014
Final Reporting (conditional)
03/2014
03/2014
13
LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
APPLICATION CERTIFICATION
Undersigned hereby certifies that (initial after reading each statement and sign the document):
1. The information contained in the project application is complete and accurate.
2. The applicant agrees to comply with all Federal and County policies and requirements
imposed on the project funded in full or part by the CDBG program.
Al
3. The applicant acknowledges that the Federal assistance made available through the
CDBG program funding will not be used to substantially reduce prior levels of local, (NON -
CDBG) financial support for community development activities.
J04. The applicant fully understands that any facility built or equipment purchased with
CDBG funds shall be maintained and /or operated for the approved use throughout its
economic life.
5. If CDBG funds are approved, the applicant acknowledges that sufficient funds are
available or will be available to complete the project as described within a reasonable
timeframe.
6. On behalf of the applying organization, I have obtained authorization to submit this
application for CDBG funding. (DOCUMENTATION ATTACHED Minute Action and /or
written Board Approval signed by the Board President).
DATE: September 7, 2012
Signature: '" Y/.
Print Name/Title
Authorized Representative: Dorcas Shaktman, President, Assistance League of Temecula Valley
14
Applicant's Check -list:
The following required documents listed below have been attached. Any missing documentation
to the application will be cause for the application to be reviewed as INELIGIBLE.
Yes
NO
ATTACHMENT
0
❑
1.
Board of Directors
n
❑
2.
Articles of Incorporation and Bylaws
Rl
❑
3.
Project Activity Map
❑
4.
Project Description
❑
❑
5.
Project Benefit, Category 2. Slum Blight Documentation
❑
6.
Project Benefit, Category 3, Urgency
Q
❑
7.
Leveraging
5-1
❑
8.
Income and Expense Statement
(�
❑
9.
Management Capacity
❑
10.
Board Written Authorization approving submission of application
15
LAKE ELSINORE - Community Development Block Grant - Program Year 2013 -2014
Attachment LA
Index of Exhibits
1) ALTV (Elected) Board of Directors, 2012 -2013
A -lt'i ASSISTANCE LEAGUES OF TEMECULA VALLEY
President:
Dorcas Shaktman
Sr. VP, Banking Executive
Retired
VP, Membership:
Bonnie Harrison
Healthcare
Retired
VP, Philanthropic Programs:
Debbie Valenzuela
Business Owner
VP, Resource Development:
Sumru Vance
Business Owner
Retired
VP, Finance:
Ginny Wetzel
Insurance Agent
Retired
Secretary:
Sue Sampson
Educator
Retired
Treasurer:
Ginny Wetzel
Insurance Agent
Retired
By Laws:
Electra Demos
Educator
Retired
Education:
Diana Elizondo
Educator
Retired
Chapter House Manager:
Kathy Laurin
Sales and Marketing
Retired
Assisteens Liaison:
Leticia Plummer
Real Estate Sales
Retired
Public Relations:
Mary Ann Newport
Nursing Professor
Retired
Strategic Planning:
Dorcas Shaktman
Sr. VP, Banking Executive
Retired
Parliamentarian:
Sally Haserot
VP Banking, Mortgage Banker
Retired
Revised: 26 August, 2012
Attachment 1.13
Index of Exhibits
1) Articles of Incorporation, filed June 15, 1989;
2) Amendment of Articles of Incorporation, filed April 13, 1992;
3) Bylaws; effective July, 2012
VALLEY.
1463456
ED
the 0;;;C0 of the Secre- i
ARTICLES OF INCORPORATION Af %S* state of C"Wo,n
--OF-
ASSISTANCE GUILD OF TEMECULA VALLEY
JUN 1 5 19ff
A California Nonprofit Public Benefit Corporation
MARCH FONG EU, Seuetarl
I.
RAMS
The name of the corporation is ASSISTANCE GUILD OF TEMECULA
II.
PURPOSES
A. This corporation is a nonprofit public benefit corporation
and is not organized for the private gain of any person. It is
organized under the Nonprofit Public Benefit Corporation Law for
charitable purposes.
B. The specific purpose of this corporation is to carry on a
program of philantropic work in the community and to control and
administer at least one major philanthropic project.
III.
INITIAL AGENT FOR SERVICE OF PROCESS
The name and address in the State of California of this
corporation's initial agent of the corporation for service of process
is: MAR.JORIE B. BARNUM, 46569 El Viento Seco Drive, Temecula, CA.
92390
IV.
LIMITATION ON CORPORATE ACTIVITIES
A. This corporation is organized and operated exclusively for
charitable purposes within the meaning of Section 501 (c)(3) of the
Internal Revenue Code or the corresponding provisions of any future
United States Internal Revenue Law. Notwithstanding any other provision
of these articles, this corporation shall not, except to an
insubstantial degree, engage in any activities or exercise any powers
that are not in furtherance of the purposes of this corporation, and the
corporation shall not carry on any other activities not permitted to be
carried (a) by a corporation exempt from federal income tax under
Section 501(c)(3) of the Internal Revenue Code of 1986 or the
corresponding provision of any future United States Internal Revenue
Law, or (b) by a corporation, contributions to which are deductible
under Section 170(c)(2) of the Internal Revenue Code of 1986 or the
corresponding provision of any future United States Internal Revenue
Law.
B. No substantial part of the activities of this corporation
shall consist of carrying on propaganda, or otherwise attempting to
influence legislation, and the corporation shall not participate or
1
intervene in any political campaign (including the publishing or
distribution of statements) on behalf of any candidate for public
office.
V.
DEDICATION AND DISSOLUTION
The property of this corporation is irrevocably dedicated to
charitable purposes and no part of the net income or assets of this
corporation shall ever inure to the benefit of any director, officer or
member thereof or to the benefit of any private person. Upon the
dissolution or winding up of the corporation, its assets remaining after
payment, or provi.slon. for payment, of all debts and liabilities of this
corporation shall be distributed to a nonprofit fund, foundation or
corporation which is organized and operated exclusively for charitable
purposes and which has established its .tax exempt status under Section
501 (c)(3) of the Internal Revenue Code (or the corresponding provision
of any future United States Internal Revenue law). The organization
shall be National Assistance League, if it qualifies as a distxibutee
under the provisions of this Article.
IN wITNESS WHEREOF, the undersigned, being the Incorporator of
ASSISTANCE GUILD OF TFJOCULA VALLEY has executed these Articles of
Incorporation this 41-1 day of June, 1989.
111 rjwd-"�
..�
IN 11
I harer. v declare that I am the person who executed the foregoing
Articles of Incorporation, which execution is my act and deed.
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State
J
Ca ifornia
OFFICE OF THE SECRETARY OF STATE
CORPORATION DIVISION
I, MARCH FONG E U, Secretary of State of the
State of California, hereby certify:
That the annexed transcript has been compared with
the corporate record on file in this office, of which it
purports to be a copy, and that same is full, true and
correct.
IN WITNESS W HEREOF, I execute
this certificate and affix the Great
Seal of the State of California this
July 19 19 89
Secfelard of State
SYCi'5TwTC FORM CE• i 07
CERTIFICATE OF AMENDMENT
OF
ARTICLES OF INCORPORATION
LA DONNA JIMENEZ AND BETTY THOMPSON certify that:
A 41'1'75
Inthe fi,^e� = rYofftfe
7f ite 'MN 0!
APR 13 11992
1. They are the president and the secretary, respectively,
of Assistance Guild of Temecula Valley, a California
Nonprofit Public Benefit Corporation.
2. Article I NAME of the articles of incorporation of this
corporation is amended to read as follows:
The name of the corporation is ASSISTANCE LEAGUE OF
TEMECULA VALLEY.
3. The foregoing amendment of articles of incorporation has
been duly approved by the board of directors. ..
4. The foregoing amendment of articles of incorporation has
been duly approved by the required vote of members.
We further declare under penalty of perjury under the laws of
the State of California that the matters set forth in this
certificate are true and correct of our own knowledge.
DATE: April 8, 1992
LA DONNA JIM , President
BETT THOMPSO , Secretary
NONPROFIT
A 4171 f5
Stcd-e
C 0,
��� ..s'rl�.'S6;ittd�..Yir ?':t•
OFFICE OF THE SECRETARY OF STATE
CORPORATION DIVISION
.1, MARCH FONG :E' U, Secretary
State of California, hereby certify:
of State of the
That the annexed transcript has been compared with
the corporate record on file in this office, of which it
purports to be a copy, and that same is full, true and
correct.
IN WITNESS WHEREOF, I execute
this certificate and affix the Great
Seal of the State of California this
APR
wz�" qv4� ��
SecretaiV ai State
$6 4M?
SCC/STATe FCIRM CE -107 '�anFf
Revised June 2010
Amended July 2012
BYLAWS
OF
ASSISTANCE LEAGUE® OF TEMECULA VALLEY
a nonprofit public benefit corporation
Article 1 Name and Headquarters
1.01 Name. The name of this corporation is Assistance League of Temecula Valley, a
chartered chapter of National Assistance League®.
1.02 Principal Office. The principal office for the transaction of business of this organization
is hereby fixed and located at 28720 Via Montezuma, Temecula, CA 92590 -2510.
Article 2 Purpose and Policies
2.01 Purpose. The purpose of this organization shall be as stated in its Articles of
Incorporation: to administer, carry on and control at least one (1) program of philanthropic work
in the community.
2.02 Policies.
(a) This organization is a tax - exempt, charitable corporation, exempt from Federal
income tax under Section 501(c)(3) of the Internal Revenue Code of 1986 (or the
corresponding provision of any future United States Internal Revenue Law), and shall be
nonprofit, nonsectarian and nonpolitical in all its policies and activities and not organized
for the private gain of any individual or entity.
(b) This organization shall not carry on any other activities not permitted to be
carried on by an organization exempt from Federal income tax under Section 501(c)(3)
of the Internal Revenue Code of 1986 (or the corresponding provision of any future
United States Internal Revenue Law), or by corporation contributions which are
deductible under Section 170(c)(2) of the Internal Revenue Code of 1986 (or the
corresponding provision of any future United States Internal Revenue Law).
(c) This organization shall provide in its Articles of Incorporation that its income,
assets and property are irrevocably dedicated to charitable purposes and no part of the
net income, assets or property of the chapter shall ever inure to the benefit of any
member thereof, or to the benefit of any private persons.
(d) Upon the dissolution and winding up of this organization, after paying or
adequately providing for the debts and obligations of the organization, the remaining
assets shall be distributed to a nonprofit fund, foundation or corporation organized and
operated exclusively for the purposes specified in Section 501(c)(3) of the Internal
Revenue Code and which has established its tax exempt status under that section.
(e) No substantial part of the activities of this organization shall consist of the
carrying on of propaganda, or otherwise attempting to influence legislation, nor shall the
organization participate or intervene in any political campaign including publishing or
distribution of statements on behalf of or in opposition to any candidate for public office.
(f) This organization shall be subject to the following limitations and restrictions:
(1) This organization shall distribute its income for each taxable year at a
time and in manner that will not subject the corporation to the tax on
undistributed income imposed by Section 4942 of the Internal Revenue Code of
1986.
(2) This organization shall not engage in any act of self - dealing as defined in
Section 4941(d) of the Internal Revenue Code of 1986.
(3) This organization shall not retain any excess business holdings as
defined in Section 4943(c) of the Internal Revenue Code of 1986.
(4) This organization shall not make any investments that will subject it to tax
under Section 4944 of the Internal Revenue Code of 1986.
(5) This organization shall not make any taxable expenditure as defined in
Section 4945(d) of the Internal Revenue Code of 1986.
(g) This organization shall support the purpose of National Assistance League and
comply with its laws, policies, procedures and standards.
(h) The activities of this organization shall be conducted without financial benefit to
any member.
Article 3 Membership
3.01 Composition. This organization shall have members that shall be called voting
members and may also have nonvoting members. Membership as a voting or nonvoting
member is open without discrimination to all individuals as long as they comply with the
responsibilities of membership.
3.02 Responsibilities.
(a) Members shall comply with the responsibilities and standards of membership,
including: maintaining conduct that enhances the image and reputation of the
organization and does not cause it embarrassment; behaving in a civil manner;
supporting the harmony, mission and welfare of the organization; and complying with the
organization's conflict of interest and disclosure policy. The Board of Directors,
hereinafter referred to as the Board, has the right in its sole and absolute discretion to
revoke the membership of any member who, after allowing the member to be heard, the
Board determines has not complied with the responsibilities and standards of
membership.
(b) Other responsibilities and obligations of membership shall be defined in the
standing rules.
3.03. Age Limit. This organization shall have no age requirements; however, it may be so
organized that the membership may be divided into various groups of age compatibility in
accordance with applicable law.
3.04 Leave of Absence. The Board may grant or deny requests for temporary leaves of
absence to voting members for travel, illness or to meet emergency needs. While on leave of
2
absence, a voting member shall continue to pay dues and may attend chapter meetings and
vote.
3.05 Dues and Penalties. Any member who is more than sixty (60) days delinquent in any
chapter obligation, without reasons deemed sufficient by the Board, shall, by action of the
Board, forthwith be suspended from all privileges of the chapter. The Secretary shall notify such
member, in writing, of the suspension. Upon satisfactory discharge of the delinquent chapter
obligations within thirty (30) days after notice of suspension, all privileges of chapter
membership shall be restored. If delinquent chapter obligations are not met within thirty (30)
days after notice of suspension, the membership of such member shall be revoked.
3.06 Dual Membership. Chapter members may hold membership in more than one (1)
chapter and /or auxiliary.
Article 4 Board
4.01 Governing Body. The Board shall be the governing body of this organization. It shall be
composed of the officers and the elective standing committee chairmen. Officers: President,
Vice President Membership, Vice President Philanthropic Programs, Vice President Resource
Development, Vice President Finance, Secretary, Treasurer. Elective Standing Committee
Chairmen: Assisteens Liaison, Bylaws Chairman, Chapter House Manager, Education
Chairman, Public Relations Chairman, Strategic Planning Chairman. Only elected members of
the Board shall have a vote. The Parliamentarian shall attend Board meetings in a nonvoting
capacity.
4.02 Powers. The Board shall be subject to the powers and functions as prescribed by the
bylaws.
4.03 Policies and Standards. The Board shall have the power to establish and maintain
policies and standards.
4.04 Management. The Board shall have the responsibility for the general management of
the corporation and the power to act for the corporation between meetings of the membership.
4.05 Terms of Office. Members of the Board shall hold office for a term of one (1) year or
until their successors are elected and assume office. They shall assume office at the close of
the May Board meeting. No member shall be eligible to serve more than two (2) consecutive
terms in the same office.
4.06 Meetings. Unless otherwise directed by the Board, regular meetings of the Board shall
be held on the third (3rd) Tuesday of each month.
4.07 Conduct of Meetings. Members of the Board may participate in a meeting through use
of conference telephone or similar communications equipment, including but not limited to
electronic meetings, so long as all members participating in such meeting can communicate
with one another. Such participation shall constitute personal presence at the meeting.
4.08 Special Meetings. Special meetings of the Board may be called by the President and
shall be called upon the written request of five (5) members of the Board, provided notice of
such special meetings shall have been given to each Board member at least three (3) days prior
thereto.
4.09 Quorum. A majority of the Board shall constitute a quorum.
3
4.10 Vacancies. Vacancies on the Board, except in the office of President, shall be filled by
majority vote of the Board. The office of President shall be filled by the Vice President
Membership, and the Board shall fill the vacancy thus created.
4.11 Executive Committee. The Executive Committee shall be composed of the officers of
the Board. This committee shall have the power of the Board between meetings of the Board.
Four (4) members shall constitute a quorum. The Parliamentarian shall attend Executive
Committee meetings in a nonvoting capacity.
Article 5 Nominations and Elections
5.01 Nominating Committee. In January, the Nominating Committee shall be elected. Two
(2) members and one (1) alternate shall be elected by and from the Board at the December
Board meeting and a minimum of three (3) members and one (1) alternate elected by and from
the voting membership at the January regular meeting. The chairman and vice chairman shall
be elected by and from the Nominating Committee. No member shall be eligible to serve two (2)
consecutive years. The Secretary shall call the first meeting of the Nominating Committee.
5.02 Slate. In March, the Nominating Committee shall submit its slate of nominees for offices
on the Board. These offices are: President, Vice President Membership, Vice President
Philanthropic Programs, Vice President Resource Development, Vice President Finance,
Secretary, Treasurer, Assisteens Liaison, Bylaws Chairman, Chapter House Manager,
Education Chairman, Public Relations Chairman, Strategic Planning Chairman.
5.03 Notice. The committee chairman shall submit a copy of the slate of nominees to the
Secretary and to each voting member at least one (1) month prior to the election meeting or at
the previous regular meeting.
5.04 Petition Process. Ten percent (10 %) or more of chapter members eligible to vote may
nominate, by signed petition, an additional nominee for an office on the Board by mailing such
petition together with the written consent of the nominee to the Secretary at least ten (10) days
prior to the election meeting. No member shall sign more than one (1) nominating petition in a
year.
5.05 Election Meeting. The Board shall be elected at the election meeting in April.
5.06 Voting. Elections shall be by voice vote, except when a nominating petition shall have
been received, in which event the vote for the contested office shall be by ballot.
Article 6 Officers and Their Duties
6.01 President. The President shall:
(a) Be chief executive officer of the corporation; .
(b) Preside at meetings of the Board and membership;
(c) Unless otherwise provided in these bylaws, appoint, with Board approval, the
chairmen of Appointive Standing Committees;
(d) Appoint special committees by direction of the Board or membership;
Eli
W
(e) Appoint a Parliamentarian;
(f) Unless otherwise provided in these bylaws, may appoint an Assistant Treasurer;
(g) Sign legal documents with the Secretary;
(h) Be authorized to sign checks with the Vice President Membership, Vice
President Philanthropic Programs and Secretary;
(i) Be, ex- officio, a member of all committees except the Nominating Committee;
(j) Present an annual report of corporate activities to the membership;
(k) Submit to the national office the annual report of corporate activities within thirty
(30) days following the corporation's annual meeting; and
(1) Serve as first delegate to represent the chapter at the annual and special
meetings of National Assistance League.
6.02 Vice President Membership.
(a) Shall be chairman of the Membership Committee;
(b) Shall be a member of the Budget, Strategic Planning, Education and Bylaws
Committees;
(c) Shall be ex officio member of the Hospitality and Assisteens Committee;
(d) Be authorized to sign checks with the President, Vice President Philanthropic
Programs and Secretary;
(e) Serve as second delegate to represent the chapter at the annual and special
meetings of National Assistance League; and
(f) Shall appoint, with Board approval, the Historian, Hospitality, Placement /Hours,
Sunshine and Thrift Shop Scheduling Appointive Standing Committee chairmen.
6.03 Vice President Philanthropic Programs.
(a) Shall be Chairman of the Philanthropic Programs Committee;
(b) Shall be a member of the Budget Committee, Strategic Planning Committee and
the Grants Committee;
(c) Shall be ex officio member of each philanthropic programs committee;
(d) Be authorized to sign checks with the President, Vice President Membership and
Secretary;
(e) Serve as first alternate to represent the chapter at the annual and special
meetings of National Assistance League; and
(f) Shall appoint, with Board approval, the chairmen of all philanthropic programs of
the chapter.
5
6.04 Vice President Resource Development.
(a) Shall be Chairman of the Resource Development Committee;
(b) Shall be a member of the Budget Committee;
(c) Shall be ex officio member of the Thrift Shop Committee, Grants Committee and
each fundraising committee;
(d) Serve as second alternate to represent the chapter at the annual and special
meetings of National Assistance League; and
(e) Shall appoint, with Board approval, the chairmen of the Grants and Thrift Shop
Appointive Standing Committees.
6.05 Vice President Finance.
(a) Shall be chairman of the Finance Committee and the Budget Committee;
(b) Shall be a member of the Grants Committee and the Strategic Planning
Committee;
(c) Shall be responsible for the overall financial planning of the chapter;
(d) Shall recommend finance policies for the chapter;
(e) Shall create an annual budget of income and expenses for Board and membership
approval; and
(f) Shall review correspondence with the chapter's CPA.
6.06 Presiding Officer of Meetings. In the absence of the President, the Vice Presidents
shall serve in the order of their office.
6.07 Secretary. The Secretary shall:
(a) Record the minutes of the Board and regular meetings and permanently maintain the
original minutes;
(b) Be custodian of the records of the corporation including the minutes of committee
meetings, but excluding financial records;
(c) Sign legal documents with the President;
(d) Certify, immediately following receipt of the call to the annual or special meeting of
National Assistance League, the names of the chapter delegate and alternate to the
National Secretary;
(e) Be authorized to sign checks with the President, Vice President Membership, and
Vice President Philanthropic Programs; and
(f) Immediately notify the national office when an auxiliary is certified or dissolved.
6.08 Treasurer. The Treasurer shall:
(a) Be chief financial officer of the corporation;
6
(b) Be responsible for the collection and disbursement of funds;
(c) Be responsible for the financial records of the corporation;
(d) Be responsible for the filing of required tax forms;
(e) Be a member of the Budget, Finance and Strategic Planning Committee;
(f) Submit to the national office per capita dues including auxiliaries to arrive at the
national office on or before June 1;
(g) Submit to the National office within four and one -half (4'/2) months following the end
of the fiscal year the required documents in compliance with National Policies for
Chapters; and
(h) Be ex officio member of the Membership, Philanthropic Programs, Resource
Development, Chapter House Manager, Education, Assisteens, Grants, Historian,
Hospitality, Newsletter Editor, Sunshine, Thrift Shop and Community Ambassadors
Committees.
Article 7 Indemnification
7.01 Indemnification of Officers, Directors, Employees and Agents. To the extent allowed
by state law, the Board of the chapter shall have the authority to indemnify any officer, director
or agent duly authorized by the Board who was or is made a party to any proceeding in any
action, other than an action brought by or on behalf of the national organization or the chapter,
by reason of the fact that such person was such an officer, director or agent, at the time of the
occurrence constituting the cause of action, against all expenses, judgments, settlements and /or
liability reasonably incurred in connection with the proceeding. The authority to indemnify shall
be exercised by the Board on the basis of each such occurrence. Indemnification shall not
include reasonable attorneys' fees paid or incurred by such persons if the Board agrees to and
does provide an attorney to defend such action at the expense of the chapter.
7.02 Indemnification of National Assistance League. The chapter agrees to defend and
indemnify and hold National Assistance League, and its officers, directors, members,
employees and agents (collectively, "National Assistance League Indemnified Parties ")
harmless against any charges, damages, costs and expenses (including reasonable attorney's
fees and court costs), liability or loss which any National Assistance League Indemnified Party
may suffer, sustain or become subject to as a result of or arising out of any action or inaction of
such chapter. In any action or proceeding relating to the foregoing indemnity, and brought
against any National Assistance League Indemnified Party, the National Assistance League
Indemnified Party shall have the right to (a) participate in the defense of such action or
proceeding with attorneys of its own choosing or (b) defend itself in any action or proceeding
with attorneys of its own choosing.
Article 8 Standing and Special Committees
8.01 Committee Appointments. Unless otherwise provided in these bylaws, members of
each committee shall be appointed by the committee chairman with approval of the
Board.
7
8.02 Elective Standing Committees.
(a) Membership Committee. The Vice President Membership shall be chairman of this
committee. The committee shall be composed of the Historian, Hospitality Chairman,
Placement /Hours Chairman, Sunshine Chairman, Thrift Shop Scheduling Chairman,
Education Chairman, Orientation Chairman, immediate past President, Treasurer,
Assisteens Liaison and members as may be deemed necessary to carry out the work
of the committee. The committee shall establish goals and implement plans for
membership stability and growth. It shall inform prospective members of the
responsibilities and commitment of membership. The committee shall be in charge of
membership events for the membership and for prospective members.
(b) Philanthropic Programs Committee. The Vice President Philanthropic Programs
shall be chairman of this committee. The committee shall be composed of the
chairman of each philanthropic program of the chapter, Treasurer and members as
may be deemed necessary to carry out the work of the committee. This committee
shall be responsible for developing and supervising philanthropic programs which
have been approved by the Board and the membership. This committee shall
research and develop new philanthropic programs based on community need.
(c) Resource Development Committee. The Vice President Resource Development
shall be chairman of this committee. The committee will be composed of the Thrift
Shop Chairman, Grants Chairman, Treasurer, Public Relations Chairman and
members as may be deemed necessary to carry out the work of the committee. This
committee shall recommend fundraising activities necessary to meet requirements of
the budget. Upon approval by the Board, the committee shall draft and execute plans
necessary to carry out such activities.
(d) Assisteens Committee. The Assisteens Liaison shall be the chairman of this
committee. The Committee shall be composed of the Assisteens Coordinator,
Assistant Treasurer, Vice President Membership, ex officio, and members as may be
deemed necessary to carry out the work of the committee. The Assisteens Liaison
shall appoint the Assisteens Coordinator. The Assisteens Liaison shall serve on the
Budget, Membership, Education and Bylaws Committees.
(e) Bylaws Committee. The Bylaws Chairman shall be chairman of this committee. The
committee shall be composed of the Parliamentarian, Vice President Membership,
Education Chairman, Assisteens Liaison, immediate past President and members as
may be deemed necessary to carry out the work of the committee. Be responsible for
keeping the chapter bylaws current by yearly review. Review and revise chapter
bylaws, standing rules and policies as directed by appropriate vote of the
membership or Board.
(f) Budget Committee. The Vice President Finance shall be the chairman of the
committee. The committee shall be composed of the Vice President Membership,
Vice President Philanthropic Programs, Vice President Resource Development,
Treasurer, Assistant Treasurer, Chapter House Manager, all philanthropic programs
of the chapter with a budget, Education Chairman, Assisteens Liaison, Community
Ambassadors, Grants, Historian, Hospitality, Newsletter Editor, Sunshine, Thrift
Shop, Web Site Administrator. This committee shall be responsible for creating an
annual budget of income and expenses for Board and membership approval and to
review requests for changes to the budget and recommend appropriate action.
8
Annual corporate (including auxiliaries) budgets (operating and capital expenditures)
shall be approved by the Board and membership prior to the beginning of the fiscal
year. Annual auxiliary budgets shall be approved by the auxiliary governing body and
auxiliary membership and presented to the chapter Budget Committee to be included
in the annual corporate budgets.
(g) Chapter House Committee. The Chapter House Manager shall be the chairman of
this committee. The committee shall be composed of members as may be deemed
necessary to carry out the work of the committee. The committee shall supervise
the maintenance and repairs of the chapter house and shall maintain a current
inventory of chapter property. The chairman shall present maintenance and repair
considerations to the Board. The chairman shall serve on the Budget Committee.
(h) Education Committee. The Education Chairman shall be chairman of this
committee. The Education Chairman shall appoint the Circle Representative,
Librarian, and Orientation chairmen. The committee shall be composed of the
Orientation Chairman, Librarian, Circle Representative, Vice President Membership,
Newsletter Editor, Public Relations Chairman, Assisteens Liaison, Treasurer and
members as may be deemed necessary to carry out the work of the committee. This
committee shall be responsible for the education and training of the new Active
members and shall keep the Orientation Handbook current. The committee shall
establish training and education programs for the Board, committee chairmen,
membership and maintain resource information and materials for member use. The
chairman shall serve on the Membership, Strategic Planning, Bylaws and Budget
Committees.
(i) Finance Committee. The Vice President Finance shall be the chairman of the
committee. The committee shall be composed of former Treasurers and /or Assistant
Treasurers, past Presidents and members with financial, investment or banking
knowledge. This committee shall be responsible for the overall financial planning of
the chapter; to recommend finance policies for the chapter; to review engagement
letters from the CPA; to review annual financial statements and management letter
comments from the CPA; to assist in complying with National Policies for
Chapters, Finance. The Vice President Finance shall serve on the Grants
Committee and the Strategic Planning Committee.
Q) Public Relations Committee. The Public Relations Chairman shall be chairman of
this committee. The Public Relations Chairman shall appoint, with Board approval,
the Newsletter Editor and Web Site Administrator. The committee shall be composed
of the Newsletter Editor, Web Site Administrator, Treasurer and members as may be
deemed necessary to carry out the work of the committee. This committee shall
release press and media notices of the chapter and shall adhere to the established
policies of this chapter and those established by the national organization. This
committee shall keep a press book of published releases. The chairman shall serve
on the Education, Resource Development and Budget Committees.
(k) Strategic Planning Committee. The Strategic Planning Chairman shall be chairman
of this committee. This committee shall include two (2) past Presidents, the Vice
President Finance, Treasurer, Assistant Treasurer, Philanthropic Programs
Chairman, Membership Chairman, Education Chairman and two (2) additional
members. Two (2) members shall serve two (2) consecutive terms on a rotation
basis. This committee shall facilitate the development of a strategic plan to ensure
achievement of the chapter's vision and mission. The committee shall oversee
9
monitoring and evaluation of the plan on an ongoing basis and make
recommendations to the Board.
8.03 Appointive Standing Committees.
(a) Assistant Treasurer. In the Treasurer's absence or inability to act, the Assistant
Treasurer shall perform all the routine duties of the Treasurer. The Assistant
Treasurer shall serve on the Budget, Finance, Assisteens and Strategic Planning
committees.
(b) Assisteens Coordinator. The Assisteens Coordinator shall be general administrator
of the auxiliary and is responsible to the chapter for the direction and completion of
all Assisteens activities.
(c) Circle Representative. Circle Representative shall serve on the Education
Committee. The Circle Representative shall understand the purpose and value of
Circle and support the goals and initiatives of the annual Circle campaign. Circle
Representative shall represent and obtain donations to Circle.
(d) Grants Committee. The Grants Chairman shall chairman of this committee. The
committee shall include the Treasurer, Vice President Finance, Vice President
Philanthropic Programs, Operation School Bell Chairman, Vice President Resource
Development and members as may be deemed necessary to carry out the work of
the committee. The committee shall be responsible for researching, identifying and
submitting grants necessary to meet requirements of the budget. The Grants
Chairman shall serve on the Resource Development Committee and the Budget
Committee.
(e) Historian. The Historian shall keep current the written and pictorial history of the
chapter and maintain a current scrapbook for the chapter and president. The
chairman shall serve on the Membership and Budget Committees.
(f) Hospitality Committee. The Hospitality Chairman shall be chairman of this
committee. The committee shall be composed of the Treasurer and members as
may be deemed necessary to carry out the work of the committee. The committee
shall be responsible for management and development of social functions and
special physical arrangements and refreshments for chapter meetings. The chairman
shall be a member of the Membership and Budget Committees.
(g) Librarian. The Librarian shall serve on the Education Committee. The chairman
shall organize, supervise and maintain the chapter resource library and encourage
member use.
(h) Newsletter Editor. The Newsletter Editor shall prepare and distribute the chapter
newsletter, be responsible for the publication of the yearly membership directory and
its distribution at the September meeting and shall be responsible for internal
communications (via Email). The chairman shall be the chapter Website
Administrator. The chairman shall serve on the Public Relations, Budget and
Education Committees.
(i) Operation Bear Hug. The Operation Bear Hug chairman shall provide teddy bears
to outside agencies who will distribute them during a time of need. The committee
shall be composed of a chairman and as many members as may be deemed
necessary to carry out the work of the committee. The chairman will be a member of
10
the Philanthropic Programs Committee and the Budget Committee.
(j) Operation Community Outreach. The Operation Community Outreach Chairman
will facilitate the administration of the services within this program to meet a range of
community needs on a one -time, short -term or periodic basis. The committee shall
be composed of a chairman and as many members as may be deemed necessary to
carry out the work of the committee. The chairman will be a member of the
Philanthropic Programs Committee and the Budget Committee.
(k) Operation Foster Youth. Operation Foster Youth Chairman will facilitate the
collaboration with the Foster Youth Task Force. The committee shall be composed of
a chairman and as many members as may be deemed necessary to carry out the
work of the committee. The chairman will be a member of the Philanthropic
Programs Committee and the Budget Committee.
(1) Operation School Bell Committee. The Operation School Bell Chairman shall be
the chairman of this committee. The committee shall plan and put in execution
Operation School Bell. The committee shall be composed of members as may be
deemed necessary to carry out the work of the committee. The chairman shall serve
on the Philanthropic Programs Committee, Grants Committee and Budget
Committee.
(m)Orientation Committee. The Orientation Chairman shall be the chairman of this
committee. The committee shall be composed of the Education Chairman and
members as may be deemed necessary to carry out the work of the committee. The
committee shall educate and train new members using National Assistance League
Guidelines for New Member Orientation and other resources provided by the
National Education Committee and chapter resources. The chairman shall serve on
the Education Committee and Membership Committee.
(n) Parliamentarian. The Parliamentarian shall advise the presiding officer of a meeting
on matters of parliamentary procedure and confer with the President as needed. The
Parliamentarian shall serve on the Bylaws Committee.
(o) Placement and Hours. The chairman shall record membership participation and
hours served. The chairman shall serve on the Membership Committee.
(p) Scholarship Committee. The Scholarship Chairman shall be chairman of this
committee. The committee shall be composed of members as may be deemed
necessary to carry out the work of the committee. The chairman and committee
shall plan and execute scholarship needs. The chairman shall serve on the
Philanthropic Programs Committee and Budget Committee.
(q) Sunshine. The Sunshine Chairman shall conduct all social correspondence of the
chapter. The Sunshine Chairman shall serve on the Membership Committee and
Budget Committee.
(r) Thrift Shop Committee. The Thrift Shop Chairman shall be the chairman of this
committee. The committee shall be composed of members as may be deemed
necessary to carry out the work of the committee. This committee shall be
responsible for the operation of the thrift shop and recommend policies for its
operation subject to the approval of the Board and membership. The chairman shall
be a member of the Resource Development and Budget Committee.
11
(s) Thrift Shop Scheduling. The Scheduling Chairman shall be responsible for
preparing the monthly thrift shop work schedule and recording absences and
substitutions. A daily worker who is absent and fails to arrange a substitute for duty
in the shop shall be notified by the Scheduling Chairman. The chairman shall serve
on the Membership Committee.
8.04 Special Committees. By direction of the Board or membership, the President shall
appoint special committees.
Article 9 Meetings
9.01 Regular Meetings. Unless otherwise directed by the Board, with membership approval,
regular meetings shall be held on the first Tuesday of each month.
9.02 Election and Annual Meetings. The regular meeting in April shall be known as the
election meeting, and the regular meeting in May shall be known as the annual meeting.
9.03 Conduct of Meetings. Members of the Board, governing bodies and committees may
participate in a meeting through use of conference telephone or similar communications
equipment, including but not limited to electronic meetings, so long as all members participating
in such meeting can communicate with one another. Such participation shall constitute personal
presence at the meeting.
9.04 Special Meetings. Special meetings may be called by the President and shall be called
upon the written request of one third (1/3) voting members. The purpose of the meeting shall be
stated in the call. Except in emergencies, at least three (3) days' notice shall be given.
9.05 Voting Rights. There shall be no vote by proxy.
9.06 Quorum. One -third (1/3) of the voting members shall constitute a quorum.
Article 10 Finance
10.01 Fiscal Year. The fiscal year of this organization shall be from June 1 through May 31.
10.02 Dues and Fees. Annual dues shall be payable on or before April 1 and delinquent on
April 25.
VOTING:
Voting
Voting on Limited Service
NONVOTING:
Sustaining
Community Contributor
PALS
Assisteens
$85.00
$85.00
$150.00
$300.00
$40.00
$35.00; New Members $45.00
10.03 National Assistance League Dues. Annually, the corporation shall pay to National
Assistance League per capita dues of thirty -five dollars ($35) and ten dollars ($10) per capita for
Assisteens members.
12
10.04 Requirements. The corporation shall maintain a sound financial position and shall have
a Certified Public Accountant audit or review its financial statements annually.
10.05 Delegates and Alternates. The chapter, at its own expense, shall send its delegate and
may send its alternate to the annual meeting and special meetings of National Assistance
League.
10.06 Proposed Expenditures. Proposed expenditures of unbudgeted funds in excess of two
hundred fifty dollars ($250.00) shall be presented to the Board and membership for approval.
10.07 Fundraising. The corporation shall plan fundraising events and activities in compliance
with National Policies for Chapters.
10.08 Fundraising Agent. The corporation shall not act as a fundraising agent for individuals
or other organizations.
Article 11 Auxiliaries
11.01 Formation. The chapter may form auxiliaries. Auxiliaries shall support chapter programs
and activities.
11.02 Operation.
(a) For administrative purposes, auxiliaries shall have their own governing body.
They shall be governed by the bylaws of the corporation. Their policies and standards
shall be consistent with the policies, procedures and standards of National Assistance
League and the chapter.
(b) The auxiliary shall establish Policies for Adult Auxiliaries or Policies for
Assisteens Auxiliaries. These policies shall set forth procedures to:
(1) Nominate and elect members of the governing body;
(2) Conduct governing body meetings;
(3) Establish and operate committees;
(4) Conduct meetings of the membership; and
(5) Ensure fiscal compliance.
(c) Policies for Adult Auxiliaries and Policies for Assisteens Auxiliaries, and
any proposed amendments thereto, shall be written by the auxiliary and submitted to the
chapter Board for approval prior to a vote of the auxiliary membership.
(d) Adoption of Policies for Adult
Auxiliaries, and any amendments thereto,
the members of the auxiliary.
Auxiliaries or Policies for Assisteens
by the auxiliary, shall be by majority vote of
(e) A current copy of Policies for Adult Auxiliaries and Policies for Assisteens
Auxiliaries shall be kept on file with the chapter Secretary.
13
11.03 Organization. An auxiliary name shall identify the auxiliary as an auxiliary of the
chapter. Each auxiliary shall have a voting representative on the Board, elected by and from the
auxiliary, or its Chapter Liaison to Auxiliary shall be the voting representative.
11.04 Assisteens Auxiliary. The use of the name "Assisteens Auxiliary" shall be approved by
the National Board, and it shall include the words, "an auxiliary of Assistance League of
Temecula Valley." Members may be in seventh (7th) through twelfth (12th) grades. It shall be
represented on the Board by the Assisteens Coordinator and the Assisteens Coordinator shall
be, ex officio, a member of the Assisteens governing body and all Assisteens committees.
Article 12 Advisory Council
12.01 Advisory Council. An Advisory Council, composed of ten (10) representative members
of the community, including an attorney, shall serve the corporation in an advisory capacity.
Members shall serve for a one (1) year term on a rotation basis. Members shall be elected by
the Board at its June meeting. Vacancies on this council shall be filled by vote of the Board.
Article 13 National Assistance League
13.01 Determining Delegates. The chapter shall elect at its election meeting, to serve for one
(1) year, a voting delegate, and an alternate thereto, for up to one hundred (100) of the
chapter's membership (but not less than one (1) voting delegate and with the membership
rounded off to the next highest hundred for such determination), to represent the chapter at
annual and special meetings of National Assistance League. Additional delegates /alternates
shall be elected for each one hundred (100) additional members, and if there are additional
members in excess of those divisible by one hundred (100), one additional delegate /alternate
shall be elected if there are fifty -one (51) or more additional members.
13.02 Delegate Vacancies. Should neither the delegate nor the alternate be available to
serve, the Board may elect another delegate who shall be certified to the National Secretary at
least twenty -four (24) hours prior to the annual meeting and special meetings of National
Assistance League.
13.03 Votes Per Member - Delegates. The chapter shall be entitled to that number of votes
equal to its number of delegates.
Article 14 Bylaws and Amendments
14.01 Bylaws for Chapters. The chapter shall be governed by these bylaws. The bylaws
shall not be in conflict with the Bylaws of National Assistance League, any federal laws or
with the laws of the state in which the corporation is incorporated. Conflicts unresolved by a
standing committee to be determined by the National Board shall be referred to the National
Board for resolution, and the decision of this body shall be final. In the event of any conflict, the
laws of the state shall prevail.
14.02 Amendments and Revisions. These bylaws may be amended or new bylaws adopted
at any regular meeting, or at any special meeting called for that purpose, provided that written
notice of each proposed amendment or the proposed new bylaws shall have been given to each
voting member at least thirty (30) days prior to the date of any such meeting, or at the previous
regular meeting.
14.03 Conforming. When amendment of these bylaws shall become necessary by action of
National Assistance League, the Bylaws Committee of the chapter is authorized to conform
14
these bylaws in accordance therewith, and such amendment shall have the same force and
effect as if adopted by the members of the chapter in accordance with the provisions of 14.02 of
this Article.
14.04 Filing. Current bylaws and standing rules shall be on file at the national office.
Article 15 Parliamentary Authority
15.01 Rules of Order. The current edition of Robert's Rules of Order Newly Revised, as
amended from time to time, shall govern the meetings of the chapter insofar as those rules are
not inconsistent with or in conflict with these bylaws, the Articles of Incorporation, the Bylaws of
National Assistance League, the law, the laws of the State of California or rules governing
agenda, motions and related matters.
15
Attachment II
Index of Exhibits
1) Project Activity — Description
2) Project Activity — Service Area Map
PROJECT ACTIVITY (SERVICE AREA)
SCHOOL DISTRICTS
The Southwest Riverside County Economic Development Region (see attached map) is
the area within which the Assistance League of Temecula Valley (ALTV) provides a range
of services to disadvantaged individuals and families.
The Operation School Bell (OSB) program maintains Public Service Agreements (PSAs)
with four (4) regional school districts within this economic development region and will
in 2013 -2014 clothe the specified number of schoolchildren in each district:
Lake Elsinore Unified School District 475 children
Menifee Union School District 375 children
Murrieta Unified School District 375 children
Temecula Valley Unified School District 475 children
TOTAL Population Served (2013 -2014) 1,700 children
RIVERSIDE COUNTY
The four (4) school districts in which OSB program services are provided encompass
significant areas within three (3) Riverside County supervisorial districts. The ALTV
service area encompasses the following areas:
Supervisorial District 1: the cities and communities of Lake Elsinore, Canyon
Lake and Wildomar, and significant of portions of Riverside County extending
from just north of the city of Lake Elsinore south to the San Diego County line
and encompassing all unincorporated County areas west of the
cities /communities of Lake Elsinore, Wildomar, Murrieta and Temecula.
Supervisorial District 3: the cities of Murrieta and Temecula, and significant
portions of Riverside County extending from the eastern boundaries of these
two cities east to Sage Road, south to the San Diego County line, and north to an
area roughly delineated by the Domenigoni Parkway. Unincorporated
communities include Murrieta Hot Springs, French Valley, Temecula Wine
County, Glen Oaks, Diamond Valley, Pauba Valley, and Sage.
• Supervisorial District 5: the city of Menifee and the southern half of the city of
Perris.
CITIES
The cities and communities of Canyon City, Lake Elsinore, Menifee, Murrieta, Perris
(southern half), Temecula, and Wildomar are within the ALTV service area.
PROJECT ACTIVITY (SERVICE AREA MAP)
Attachment III
Index of Exhibits
1) OSB Program Description
2) OSB Beneficiary Demographics
3) OSB Program Operations
4) OSB Program Funding
S) OSB Innovation and Efficiencies
6) OSB Project Budget (2013 -2014)
PROGRAM SNAPSHOT
Name:
Service Area:
Category:
Target Beneficiaries:
Years in Operation:
Partners:
THE NEED
OSB PROGRAM DESCRIPTION
Operation School Bell
Southwest Riverside County Economic Development Area
(Lake Elsinore, Menifee, Murrieta, Temecula, & County areas)
Health & Human Service addressing Basic Needs for Youth
Education (increasing school attendance)
1,700 Disadvantaged Schoolchildren (K -12) in 2013 -2014
24 years (since 1989)
Lake Elsinore Unified School District
Menifee Union School District
Murrieta Valley Unified School District
Temecula Valley Unified School District
Program Service Agreements (PSA) are maintained with each
of the four (4) local school districts for the provision of
services by ALTV and the Operation School Bell program.
Every year thousands of disadvantaged children in kindergarten through twelfth grade
may attend school without adequate clothing. Operation School Bell (OSB) seeks to
directly address this need through the provision of school clothing to local
disadvantaged schoolchildren.
THE PROGRAM
Operation School Bell is ALTV's primary philanthropic program. OSB provides new
clothing and shoes for disadvantaged schoolchildren within the defined service area.
Approximately one hundred twenty -five dollars ($125.00) is allocated for each program
beneficiary to purchase new clothing and shoes at one of the scheduled OSB "shopping"
events held within the store facilities of leading local retailers.
THE HISTORY
Since its inception in 1989, Operation School Bell has clothed 21,780 disadvantaged
schoolchildren within the ALTV service area.
Additionally, in fiscal years 2012 -2013 (in progress at time of application) and
2013 -2014, 1,700 disadvantaged schoolchildren will be clothed by the OSB program.
In fiscal year 2011 -2012, 1,304 local disadvantaged schoolchildren were clothed by the
OSB program and in fiscal year 2010 -2011, 1,454 were clothed.
OSB BENEFICIARY DEMOGRAPHICS
AGES 5 -17 (grades K -12)
INCOME 100% of OSB program beneficiaries were categorized as having low
incomes (refer to breakdown below) during the most recently
completed program year (2011 -2012) based upon income
certification procedures described below.
79% "extremely low income"
11% "very low income"
10% "low income"
Potential beneficiary households are required to complete a CDBG
"Self- Certification for Public Service Agency Clientele" form certifying
household income, provide supporting documentation and meet
HUD's regional low- income standards.
HUD (Quality Housing and Work Responsibility Act of 1998) income limits are
established for "extremely low income (30 %) ", "very low income (50 %) ", and "low
income (80 %) in the Riverside -San Bernardino- Ontario, California, metropolitan
statistical area.
GENDER 49% female; 51% male
ETHNICITY African - American:
4%
Asian:
3%
Caucasian:
25%
Hispanic:
45%
Native American:
1%
Mixed - Race /Other:
22%
POVERTY Nearly 11% of schoolchildren are deemed to live in poverty within
the bounds of the four (4) school districts served by ALTV. 7,837* of
the 73,127* children (ages 5 -17) living within these school districts
are deemed to live in poverty.
*Data derived from 2009 U.S. Census Bureau ACS survey results (December, 2010).
Although the Operation School Bell program strives to provide
clothing to as many local disadvantaged schoolchildren as possible,
budgetary constraints prevent ALTV from fully achieving this goal.
Therefore, ALTV is continues to seek to substantially increase direct
public funding of the OSB program, primarily through competing for
grant dollars from local institutions and regional or national
institutions committed to our community. By increasing such
funding, ALTV aims to serve a greater number of disadvantaged
schoolchildren within our communities.
OSB PROGRAM OPERATIONS
VOLUNTEER COMMITMENT
The Operation School Bell program is organized and administered by ALTV volunteers
committed to identifying and serving the needs of the community. In fiscal years
2012 -2013 and 2013 -2014, approximately 1,690 volunteer hours will be contributed the
program. Significant volunteer efforts are expended within each school district by ALTV
volunteers to coordinate program activities and continually mentor and assist district -
level and school -level health aides.
"SHOPPING" EVENTS
Program planning and preparation are conducted throughout each program year, but
the majority of the "shopping' events in which schoolchildren are provided with
clothing are completed each autumn.
Beginning in fiscal year 2011 -2012, "shopping" events are coordinated with major local
retailers within the ALTV service area and held within their store facilities. Previously,
beneficiary students received their clothing at the ALTV headquarters location.
COMMUNICATION & CONSISTENCY
Maintaining an active and bi- directional channel of communication via frequent
meetings between the ALTV team and school district personnel ensures the maximum
level of program participation (only limited by budgetary constraints annually).
ALTV provides consistent and detailed written information to school district officials and
health aides to ensure that pertinent program details are communicated uniformly and
correctly to all personnel and potential beneficiaries. This has ensured that the
program, its benefits, its policies and its procedures are well understood by all parties
instrumental to the delivery of program services as well as by potential beneficiaries.
ALTV volunteers also meet with retail store management and personnel in advance of
events to coordinate the in -store "shopping" events and streamline the entire process
for beneficiaries.
OSB educational literature and program materials and forms are provided, in English
and Spanish languages, by ALTV.
KNOWLEDGE
The consistent high -level of organization and attention to procedural detail has ensured
that ALTV may, at any time within a program cycle or at the end of program year,
thoroughly and accurately assess and report program results. This up -to- the - moment
knowledge is critical in managing the OSB program within budget while ensuring that
every available dollar is put to work for disadvantaged schoolchildren.
Ultimately, program performance, funding sources, expenditures, beneficiaries served
and their respective demographics are reported to public and private organizational
donors.
OSB PROGRAM FUNDING
FUNDING SOURCES
Thrift Store, operated entirely by ALTV volunteers and located in Temecula, California,
provides the vast majority of funding for the OSB program each year.
Community Development Block Grants (CDBG) provided by the County of Riverside
and /or the cities of Lake Elsinore, Menifee, Murrieta and /or Temecula, have provided a
smaller amount of OSB program funding.
Corporate and Foundational Grants were sought in earnest for the first time in the
2012 -2013 fiscal year as part of a Board -led effort to diversify program funding. Already
there have been awards by Pechanga Charitable Giving, Southern California Gas
Company Foundation, US Bank Foundation, Weingart Foundation, and Wells Fargo
Foundation. Additional grant applications for the 2012 -2013 fiscal year are pending.
Similar grant funding will be sought during the upcoming (2013 -2014) fiscal year.
Fundraising Events are being undertaken in fiscal year 2012 -2013 to increase program
funding. Several large fundraising events are currently scheduled, and it is anticipated
that additional events will be undertaken in fiscal year 2013 -2014.
Small grants and /or "in kind" support provided by several community businesses top off
the funding for OSB.
INCREASING FUNDING
With a recognized and statistically proven need for additional OSB services within the
ALTV service area, ALTV is, in fiscal year 2012 -2013, successfully sought to increase
direct public funding to the program and ultimately increase the number of program
beneficiaries. OSB was able to increase the number of beneficiaries served from 1,304
(2011 -2012) to 1,700 (2012- 2013). While no increase in beneficiaries served will occur
in fiscal year 2013 -2014, the clothing budget per beneficiary will increase from $100.00
to $125.00
GRANTING 100% To BENEFICIARIES
One hundred percent (100 %) of grant monies received for the OSB program go toward
the purchase of new clothing for beneficiary school children.
The program incurs limited costs associated with the acquisition of supplies and
program administration. Funds to offset these costs are provided to the OSB program
by ALTV as an "in kind" donation. Additionally, many volunteer hours and office
resources are allocated by ALTV to the OSB program as "in kind" donations also.
OSB INNOVATION AND EFFICIENCIES
Through an innovative and newly implemented methodology, the OSB program has
dramatically improved efficiency and slashed the number of volunteer hours required to
complete its mandate of providing new clothing to disadvantaged schoolchildren.
Prior to the 2011 -2012 program year, the OSB program conducted its clothing
distribution operations at its headquarters location in Temecula in a linear manner
(dressing one student per appointment).
Following some research, experimentation, observation and measurements, volunteers
determined that, by conducting "shopping" events at local major retailers' store
locations, required volunteer hours could be reduced to just 35% of what was earlier
required to complete the same task. Additionally, in a period of just three (3) hours, up
to-100 schoolchildren may be successfully served by the program.
Another benefit of this methodology is the greater convenience offered by numerous
"shopping" event locations that are generally closer to the homes and schools of the
beneficiary children and their parents. Conducting the events in the late afternoon and
evening hours is yet another added convenience for these working families and
prevents disruption to the school day schedules of the beneficiary children. Both of
these program enhancements associated with convenience have fostered a higher level
of participation in the program.
Further, while there may be no empirical data to prove these points, it appears from
observation that permitting these disadvantaged schoolchildren to participate in a retail
shopping experience that provides a broader selection of new clothing boosts overall
self- esteem, promotes and challenges economic -based decision - making, and permits
exposure to a retail shopping experience (as opposed to the provision of services in a
social services setting) that is much like ones experienced and enjoyed by many of their
peers.
In earlier program years, physical space and exhaustive use of available volunteer hours
effectively capped the growth of the OSB program and its ability to address a growing
need within our community. However, the newly implemented methodology has
increased available physical space through the use of multiple retailers' store locations
and effectively multiplied the power of each volunteer hour. Therefore, today, the
primary limiting factor to program growth and increased provision of clothing to
beneficiaries is program funding.
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Attachment VLA
Index of Exhibits
1) Leveraging (narrative)
2) ALTV Commitment to Fund (2013 -2014)
3) OSB Program Funding Sources (2012 -2013)
4) OSB Program Project Budget (2012 -2013)
5) OSB Funding Documentation (2012 -2013)
LEVERAGING AND FUNDING SOURCES
PAST FUNDING EFFORTS AND SUCCESSES
For 24 years, ALTV has successfully operated the OSB program and has continually
increased program capacity to serve a growing disadvantaged population.
Last year (2011- 2012), OSB clothed over 1,300 local disadvantaged schoolchildren.
In the current year (2012- 2013), OSB will clothe 1,700 disadvantaged schoolchildren.
Next year (2013 - 2014), OSB will again clothe 1,700 schoolchildren, but will increase
program funding by approximately 25% in order to ensure that children receive not only
adequate clothing for school, but that these children will have shoes (as necessary),
school supplies and basic hygiene supplies.
2013 -2014 PROGRAM FUNDING
At the time of this application (September, 2012), Assistance League of Temecula Valley
(ALTV) is commencing 2012 -2013 Operation School Bell (OSB) program activities and will
clothe 1,700 schoolchildren in four (4) regional school districts. Fundraising efforts for
the current (2012 -2013) program year continue.
However, 2013 -2014 funding strategies and sources will largely mirror the 2012 -2013
funding strategies and sources:
Government Grants: anticipated CDBG funding from the cities of Lake Elsinore,
Menifee, Murrieta, Temecula and the County of Riverside;
• Corporate and Foundational Grants: anticipated financial assistance from many
of the same family, private and corporate foundations that have made financial
contributions in the past two years: The Community Foundation Serving
Riverside and San Bernardino Counties, Pechanga Charitable Giving, Southern
California Gas Company, US Bank Foundation, Weingart Foundation, Wells Fargo
Foundation, and others.
Fundraising Events: for 2012 -2013, several fundraising events are slated and
expected to be profitable for ALTV. Event outcomes will be assessed, event
strategies will be enhanced, and the most successful events will be repeated in
2013 -2014.
• Thrift Store Sales: ALTV has undertaken a very successful series of efforts to
increase sales at its thrift store location in Temecula. Sales have increased
dramatically and that income is a significant source of funding for OSB and other
ALTV philanthropic programs.
It is anticipated that upcoming fundraising efforts (2013 -2014) will prove to be similarly
successful and will adequately fund the philanthropic programs of ALTV.
A*L
assistance league
Temecula Valley September 6, 2012
81 st Chapter of
National Assistance League,-
Governing Board
2012-2013
Assistance League" of Temecula Valley (ALTV) is committed to
annually funding its Operation School Bell (OSB) program.
Dorcas Shaktman
President
ALTV operates a thrift store located at 28720 Via Montezuma,
Bonnie Harrison
Temecula, California. Goods donated to the thrift store are sold and
Vice President
the proceeds benefit the OSB program and ALTV's other
Membership
philanthropic programs.
Debbie Valenzuela
Vice President
In OSB program year 2013 -2014, ALTV has committed in excess of
Philanthropic Programs
$70,000.00 in thrift store proceeds to the program.
Sumru Vance Additionally, ALTV volunteers will provide approximately 1,690
Vice President
Resource Development volunteer hours to OSB operations during the 201.3 -2014 program
year. Valuing each hour of effort at $5.00 per hour provides
Ginny Wetzel approximately $8,450.00 in additional leverage funding.
Treasurer/
Vice President Finance
Sue Sampson
Secretary
Elective Standing
Committees���
Dorcas Shaktman, President
Leticia Plummer Assistance League'" of Temecula Valley
AssisteensR Liaison
Electra Demos
Bylaws
Kathy Laurin
Chapter House Manager
Diana Elizondo
Education
Mary A. Newport
Public Relations
Dorcas Shaktman
Strategic Planning
28720 Via Montezuma
Temecula, CA 92590 -2510
Tel. (951) 694.8018
Fax (951) 694.8298
E -mail:
altemecula@yahoo.com
Caring and Commitment in Action
LEVERAGING AND FUNDING SOURCES
OSB PROGRAM FUNDING (CURRENT YEAR 2012 -2013)
This list of funding sources is not exhaustive, but it does illustrate the source of OSB
program funding for the current (2012 -2013) year.
Funding from the same (and additional) sources will be sought by ALTV for the OSB
program when fundraising efforts commence for the 2013 -2014 program year in
January, 2013.
ALTV Thrift Store
$55,000.00+
In Reserve
CDBG — Riverside County
$6,000.00
Awarded /Committed
CDBG — Lake Elsinore
$5,741.00
Awarded /Committed
CDBG — Menifee
$10,000.00
Awarded /Committed
CDBG — Murrieta
$6,021.00
Awarded /Committed
CDBG — Temecula
$11,400.00
Awarded /Committed
99 Cent Stores
$1,500.00
Application in Process
Kohl's Department Stores
$20,250.00
In Process (15% discounts)
Pechanga Charitable Giving
$1,000.00
Received /Paid
Ralphs (Kroger) Fund
$5,000.00
Application in Process
Roripaugh Family Foundation
$8,000.00
Applied /Pending
Safeway (Vons) Foundation
$5,000.00
Application in Process
Southern California Gas Company
$5,000.00
Awarded /Committed
Southern California Edison Company
$5,000.00
Applied /Pending
US Bank Corp. Foundation
$2,000.00
Awarded /Committed
Weingart Foundation
$15,000.00
Received /Paid
Wells Fargo Foundation
$5,000.00
Received /Paid
Additionally, ALL staffing associated with the OSB program is provided by ALTV and
community volunteers.
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Documentation of 2012 -2013 Funding
1) Assistance League Thrift Store Sales
(correspondence, commitment to fund)
2) Weingart Foundation
(correspondence & check)
3) Southern California Gas Company
(confirmation of award, e -mail)
4) Wells Fargo Foundation
(award check)
5) Pechanga Charitable Giving
(confirmation of award, e -mail, & check)
A*1--4
assistance league
Temecula Valley September 6, 2012
81 st Chapter of
National Assistance Leaguek
Governing Board
2012-2013 Assistance Leagueaof Temecula Valley (ALTV) is committed to
Dorcas Shaktman annually funding its Operation School Belle (OSB) program.
President ALTV operates a thrift: store located at 28720 Via Montezuma,
Bonnie Harrison Temecula, California. Goods donated to the thrift store are sold and
Vice President the proceeds benefit the OSB program and ALTV's other
Membership philanthropic programs.
Debbie Valenzuela
Vice President In OSB program year 2012 -2013, ALTV has committed in. excess of
Philanthropic Programs $55,000.00 in thrift store proceeds to the program.
Sumru Vance Additionally, ALTV volunteers will provide approximately 1,690
Vice President
Resource Development volunteer hours to OSB operations during the 2012 -2013 program
year. Valuing each hour of effort at $5.00 per hour provides
Ginny Wetzel approximately $8,450.00 in additional leverage funding.
Treasurer/
Vice President Finance
Sue Sampson
Secretary j
Elective Standing
Committees�'� 7�Z
Dorcas Shaktman, President
Leticia Plummer Assistance League of Temecula Valley
Assisteens,� Liaison
Electra Demos
Bylaws
Kathy Laurin
Chapter House Manager
Diana Elizondo
Education
Mary A. Newport
Public Relations
Dorcas Shaktman
Strategic Planning
28720 Via Montezuma
Temecula, CA 92590 -2510
Tel. (951) 694.8018
Fax (951) 694.8298
E -mail:
altemecula@yahoo.com
_< 3.: Caring and Commitment in Action
W EINGART FOUNDATION
August 24, 2012
File No. 13 CS 024
Ms. Dorcas Shaktman
President
Assistance League Of Temecula Valley
28720 Via Montezuma
Temecula, CA 92590 -2510
Dear Ms. Shaktman:
Thank you for returning the signed Grant Agreement.
I am pleased to transmit a check from the Weingart Foundation in the sum of $15,000, which
represents the payment of a grant to Assistance League Of Temecula Valley, to be used toward
general operating support.
The reporting requirements were sent to you with the Grant Agreement. Should you have any
questions regarding these reporting requirements, please contact your Program Officer.
Sincerely,
P,
(0"-, V (vr
Belen Vargas
Vice President, Grant Operations
Enclosures: Check
1
1055 West Seventh Street, Suite 3200 • Los Angeles, California 90017 -2305
(213) 688 -7799 • Fax: (213) 688 -1515
www wrinanrtfnd nra
P
MMbank. z4 -Hour Banking 9745
1- 800 - 673 -3555
WEINGART FOUNDATION
1055 WEST SEVENTH ST., SUITE 3050
LOS ANGELES, CA 90017 90- 3582/1222
8/23!2012
O DER OFE Assistance League Of Temecula Valley "`15,000.00
Fifteen Thousand
DOLLAR
7 SfGNATUIP f gEQUIRED
WEINGART FOUNDATION 9745
Assistance League Of Temecula Valley 8/2312012
Small Grant Program 15,000.00
Grants Payments 16908 15,000.00
From: Gnitecki, Spencer [ mailto: SGnitecki Ccbsemprautilities.com]
Sent: Thursday, August 02, 2012 4:13 PM
To: dshaktman@)verizon.net
Subject: 2012 Education Initiative Status- Action Required
Sent on behalf of Carolyn Williams ( crwilliams 6c�semprautilities.com)
Re: Operation School Bell
Congratulations! Assistance League of Temecula Valley has been selected to receive
a $5000 grant from the Southern California Gas Company as part of its
2012 Education Initiative. This initiative represents The Gas Company's continuing
commitment to support education achievement. Your grant is awarded for the 2012 -2013
program year, and as such, recognizes the important work you do.
In order for us to process your grant, please go on -line and complete an application
for $5000 at the link listed below. Be sure to apply for the program you submitted on your initial
request (see reference above).
http: / /www.GrantRequest.com /SID 251 ?SA= SNA &FID =35040
Once your application is received, we will process your grant and a check will be
issued. Feel free to cut and paste information as needed. It should take about two to
three weeks from the time your application is received to issue a check. Your local
public affairs manager will contact you to arrange an opportunity to meet and present
this check. Thank you for your dedication to helping our students achieve their full
education potential. If you have any questions, please feel free to contact me.
Carolyn R. Wif(iams
Manager
Community Relations
Southern California Gas Company
555 West Fifth Street, ML GT21CG
Los Angeles, CA 90013
213 -244 -2555
ctwilliams@Semprautilities.com
Pay
To The
Order O:
n'0 3 38 3 i((` 1:0 i, L 20 38 241: 9P300000 70 3(("
HARLAND CLARKE WFOB77 11594778 CFG3525 (01/
Company
Invoice Number Invoice Date
Voucher ID
Gross Amount
Discount Available
Paid Amount
YF FOUNDAT 10530335 04/16/2012 00018599 5,000.00 0.00 5,000.00
OPER4TIONSCHOOL BELL
Grantee: The recipient of this grant acknowledges that no goods, services or benefits
have been or will be provided to Wells Fargo & Company or any of its affiliates in
exchange therefore. The recipient further acknowledges that use of the Wells Fargo name
or its trademarks must be in accordance with Wells Fargo's guidelines, and approved by
the appropriate Wells Fargo local/regional marketing officer.
This check is void after 90 days.
Vendor Number
Name
Total Discounts
0000799320
ASSISTANCE LEAGUE OF TEMECULA VALLEY
$0.00
Check Number
Date
Total Amount
Discounts Taken
Total Paid Amount
0133831
04/19/2012
$5,000.00
$0.00
$5,000.00
HARLAND CLARKE WFOB77 11594778 CFG3525 (01/
Dan Somerston
From: hholmes @pechanga - pdc.com
Sent: Wednesday, March 28, 2012 4:43 PM
To: altvgrants @gmaii.com
Subject: Grant Paid
Dear Dan,
Your grant award in the valued amount of $1,000.00 has been issued and sent to your
organization for the Operation School Bell.
Please note that within the next six months, organizations provided with monetary grants
above $5,000 will be asked to answer some follow -up questions regarding the project funded.
If you haven't already, please contact me at hholmes(@pechanga- pdc.com with any particulars
regarding Pechanga's sponsorship, if applicable.
If you have any questions, please feel free to contact me at (951) 770 -8618. We thank you
again for your commitment to our community, and wish you success with your upcoming project
or event!
Best Regards, Heather Holmes Pechanga Community Giving
CG/JMAIL/19623537
1
-ZQ�850
Attachment VI.B
Index of Exhibits
1) Audit Report, fiscal year ended May 31, 2012, Draft
(Finalized Report due October 15, 2012)
ASSISTANCE LEAGUE OF TEMECULA VALLEY
(A California Nonprofit Organization)
AUDIT REPORT
For the Fiscal Year Ended
May 31, 2012
(With Comparative Totals for 2011)
ASSISTANCE LEAGUE OF TEMECULA VALLEY
May 31, 2012
Table of Contents
Page
IndependentAuditors' Report .................................................................................................................................. ..............................1
Basic Financial Statements:
Statementof Financial Position .................................................................................................................. ............................... 2
Statementof Activities .................................................................................................................................... ............................... 3
Statementof Cash Flows ................................................................................................................................ ............................... 4
Statementof Functional Expenses ............................................................................................................. ..............................5
Notesto Financial Statements .................................................................................................................................. ............................... 6
INDEPENDENT AUDITORS' REPORT
Board of Directors
Assistance League of Temecula Valley
We have audited the accompanying statements of financial position of the Assistance League of Temecula
Valley (a California nonprofit organization) as of May 31, 2012 and 2011 and the related statements of
activities, cash flows and functional expenses for the years then ended. These financial statements are the
responsibility of management. Our responsibility is to express an opinion on these financial statements
based on our audits.
We conducted our audits in accordance with auditing standards generally accepted in the United States of
America. Those standards require that we plan and perform the audit to obtain reasonable assurance about
whether the financial statements are free of material misstatement. An audit includes examining, on a test
basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes
assessing the accounting principles used and significant estimates made by management, as well as
evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis
for our opinion.
In our opinion, the financial statements referred to above present fairly, in all material respects, the financial
position of the Assistance League of Temecula Valley as of May 31, 2012 and 2011 and the changes in its net
assets and its cash flows for the years then ended in conformity with accounting principles generally accepted
in the United States of America.
September 5, 2012
ASSISTANCE LEAGUE OF TEMECULA VALLEY
Statement of Financial Position
May 31, 2012 (With Comparative Totals for May 31, 2011)
ASSETS
Current Assets
Cash
Inventory
Grant Receivable
Prepaid Expenses
Total Current Assets
Capital Assets
Property and Equipment
Less Accumulated Depreciation
Total Capital Assets, Net
TOTAL ASSETS
LIABILITIES AND NET ASSETS
Liabilities
Accounts Payable and Accrued Expenses
Deferred Dues Revenue
Other Deferred Revenue
Total Liabilities
Net Assets
Unrestricted
Temporarily Restricted
Total Net Assets
TOTAL LIABILITIES AND NET ASSETS
2012 2011
$ 125,017 $ 158,167
95,841 70,334
5,000 -
3,278 107
229,136 228,608
1,069,586 1,052,984
(651,930) (604,488)
417,656 448,496
$ 646,792 $ 677,104
$ 2,862
14,548
$ 11,132
15,948
10,000
17,410 37,080
624,382 640,024
5,000 -
629,382
640,024
$ 646,792 $ 37,080
The accom an in notes are an integral part o these nancial statements.
. ,.,�. 2
ASSISTANCE LEAGUE OF TEMECULA VALLEY
Statement of Activities
For the Fiscal Year Ended May 31, 2012
(With Comparative Totals For the Fiscal Year Ended May 31, 2011)
REVENUES, GAINS, AND OTHER SUPPORT
Fundraising:
Thrift Shop Revenue:
Contributions of Merchandise
Sales of Contributed Merchandise
Less: Value of Merchandise Sold
Net Sales Revenue from Thrift Shop
Less: Cost of Sales
Net Revenue from Thrift Shop
Fundraising Revenues
Less: Cost of Direct Benefits to Attendees
Less: Other Fundraising Costs
Net Revenue from Fundraising Events
Contributions and Grants
Donations In -Kind
Membership
Interest Income
Gain on Sale of Fixed Asset
Other Miscellaneous Income
Net Assets Released from Restrictions:
Satisfaction of Purpose Restrictions
Year Ended May 31, 2012 Year Ended
Temporarily May 31, 2011
Unrestricted Restricted Total Total
$ 297,628 $
$ 297,628
$ 291,179
297,628
297,628
291,179
(297,628)
(297,628)
(291,179)
297,628
297,628
291,179
(164,760)
(164,760)
(148,503)
132,868
132,868
142,676
5,677
5,677
21,389
-
-
(18,279)
(3,300)
(3,300)
(6,857)
2,377
2,377
(3,747)
2,863
58,969 61,832
40,376
67,776
67,776
32,556
29,025
29,025
29,342
203
203
1,001
-
-
1,800
583
583
627
53,969 (53,969)
TOTAL REVENUES, GAINS, AND OTHER SUPPORT 289,664 5,000 294,664 244,631
EXPENSES
Program Services:
Operation School Bell
Operation Outreach
Heart and Hand
Other Programs
Total Program Service Expenses
Supporting Services:
Special Events & Fundraising
Management and General
Membership Development
Total Supporting Services Expenses
Auxiliary Services:
Assisteens Services
TOTALEXPENSES
CHANGE IN NET ASSETS
143,635
26,938
5,602
53,563
229,738
143,635
26,938
5,602
53,563
229,738
181,208
38,060
10,162
30,704
260,134
4,827
4,827
3,986
28,834
28,834
38,443
28,007
28,007
31,835
61,668
61,668
74,264
13,900
13,900
14,188
305,306
- 305,306
348,586
(15,642)
5,000 (10,642)
(103,955)
NET ASSETS AT BEGINNING OF YEAR 640,024 - 640,024 743,979
NET ASSETS AT END OF YEAR $ 624,382 $ 5,000 $ 629,382 $ 640,024
The accom anteing notes are an inte raI art of these nancial statements.
ASSISTANCE LEAGUE OF TEMECULA VALLEY
Statement of Cash Flows
For the Fiscal Year Ended May 31, 2012
(With Comparative Totals For the Fiscal Year Ended May 31, 2011)
CASH FLOWS FROM OPERATING ACTIVITIES
Change in Net Assets
Adjustments to Reconcile Change in Net Assets to
to Net Cash Provided (Used) by Operating Activities:
Depreciation Expense
(Increase) Decrease in Operating Assets:
Prepaid Expenses
Accounts Receivable
Inventory
2012 2011
$ (10,642) $ (103,955)
47,442 46,264
(3,171) (107)
(5,000) -
(25,507) 36,436
Increase (Decrease) in Operating Liabilities:
Accounts Payable and Accured Liabilities (8,270) 1,404
Deferred Dues Revenue (1,400) (1,052)
Other Deferred Revenue (10,000) 10,000
Net Cash Provided (Used) by Operating Activities
CASH FLOWS FROM INVESTING ACTIVITIES
Acquisition of Fixed Assets
Net Cash Provided (Used) by Investing Activities
NET INCREASE (DECREASE) IN CASH
11 x 11WL[KrfX0r Msl
ENDING CASH
Supplementary Schedule of Cash Flow Information:
Interest Paid
(16,548) (11,010)
(16,602) (16,917)
(16,602) (16,917)
(33,150) (27,927)
158,167 186,094_
$ 125,017 $ 158,167
The m otes are an inte ral part of tese fanc-a
l statements.
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ASSISTANCE LEAGUE OF TEMECULA VALLEY
Notes to Financial Statements
May 31, 2012
NOTE 1 - NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES
A. Nature of Activities
The Assistance League of Temecula Valley (the "Chapter ") incorporated in 1989 and is a chartered
chapter of the National Assistance League. The accompanying financial statements include the activities
of the Assistance League of Temecula Valley and its auxiliaries: Assisteens and Pros (collectively, the
Chapter). The Chapter is a not - for - profit organization under the Internal Revenue Code Section 501(c)(3)
and is dedicated to a program of diversified philanthropies through volunteer services of its members.
The Chapter provides the following major programs:
1. Operation School Bell provides new clothing, shoes and hygiene kits to children referred to the
Chapter by health clerks from four local school districts. The purpose of the program is to
enhance self- esteem, promote learning, and encourage regular school attendance.
2. Non- Profit Assistance is a program that donates unusable thrift shop items to the Salvation
Army. The program also donates the use of the Chapter facility to other non - profit organizations
assisting those in need. The program was operated in previous years as Operation Outreach.
3. Assisteens provides volunteer opportunities for today's youth. Membership into the program is
open to young people in grades 7 - 12. The aims of participation are to develop a sense of
community responsibility, self - reliance, personal responsibility, poise, public speaking and
leadership skills. Assisteens also raises money to fund ongoing philanthropic programs to
benefit the community and is considered an auxiliary of the organization.
4. Heart and Hand provides funds each year to respond to one -time, emergency or short -term
needs of the community that are not met by other organizations.
5. Other programs operated by the Chapter consist of the SMILE program, Kids on the Block, and
Scholarships. The SMILE program provides emergency dental care to uninsured children in
grades K - 8. Kids on the Block is a special troupe of puppeteers dedicated to teaching children to
appreciate disabilities and differences in others and in themselves. Scholarships are awarded to
area high school students for academic excellence and outstanding community service. Also
grants are awarded to teachers for classroom enrichment.
The Chapter's support and revenues come primarily from contributions and other fundraising efforts
including special events and the operation of a thrift store.
B. Basis of Presentation
The Chapter's policy is to prepare its financial statements on the accrual basis of accounting;
consequently, revenues are recognized when earned rather than when received and certain expenses and
purchases of assets are recognized when the obligation is incurred rather than when cash is disbursed.
The financial statement presentation follows the recommendations of the Financial Accounting Standards
Board in its Statement of Financial Accounting Standards (SFAS) No. 117, "Financial Statements of Not -
for- Profit Organizations." Under SFAS No. 117, the Chapter is required to report information regarding
its financial position and activities according to three classes of net assets: unrestricted net assets,
temporarily restricted net assets, and permanently restricted net assets. As of May 31, 2012, the Chapter
did not have any temporarily or permanently restricted net assets.
ASSISTANCE LEAGUE OF TEMECULA VALLEY
Notes to Financial Statements
May 31, 2012
NOTE 1 — NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES (continued)
C. Comparative Financial Information
The financial statements include certain prior -year summarized comparative information in total but not
by net asset class. Such information does not include sufficient detail to constitute a presentation in
conformity with generally accepted accounting principles. Accordingly, such information should be read
in conjunction with the Chapter's financial statements for the year ended May 31, 2011, from which the
summarized information was derived.
D. Cash and Cash Equivalents
The Chapter considers cash on hand and certificates of deposit with maturity dates of three months or
less at the date of investment to be cash and cash equivalents
E. Operation School Bell Inventory
Despite the ceasing of the purchase of inventory OSB program, the Chapter still maintains limited
inventory for special circumstances of clothing, shoes, backpacks, school supplies and hygiene kits for use
in the Operation School Bell program. Also, duffle bags filled with changes of clothing and hygiene items
are prepared to supply emergency needs to preschool programs. Inventories are stated at the lower of
cost or market using the first -in, first -out inventory valuation method.
F. Thrift Shop Inventory and Donated Materials
The Chapter maintains an inventory of used clothing and household items donated by chapter members
and others. The value of this inventory is stated at its estimated fair value. These donated items are held
for resale at the thrift shop operated by the Chapter.
G. Fair Value of Financial Instruments
The following methods and assumptions were used by the Chapter in estimating its fair value disclosures
for financial instruments: cash and accounts payable as reported in the balance sheet approximate fair
value because of the short maturities of those instruments.
H. Concentration of Risk
The Chapter maintains its cash at only one financial institution. At various times during the year, the
amount on deposit with a single financial institution may exceed federal depository insurance limits. At
May 31, 2012, the Chapter did not have balances on deposit in excess of such limits.
I. Property and Equipment
Property and equipment are stated at cost or at their fair value at the date of donation in the case of
donated assets. Expenditures for renewals and betterments, with a cost of $500 or more, that extend the
useful lives of property and equipment are capitalized. The Chapter provides for depreciation of
property and equipment by use of the straight -line method over the estimated useful lives as follows:
Buildings and improvements 15 to 20 years
Furniture and equipment 5 to 15 years
Vehicles 5 years
ASSISTANCE LEAGUE OF TEMECULA VALLEY
Notes to Financial Statements
May 31, 2012
NOTE 1— NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES (continued)
J. Deferred Revenue
Membership dues and contributions and grants received prior to the fiscal year to which they apply are
deferred and recognized over the periods to which the dues and grants relate. Revenues deferred for
collection of membership dues are classified as deferred dues revenues, while all other deferred revenues
are reported separately.
K. Functional Expense Allocation
The costs of providing the various programs and other activities have been summarized on a functional
basis in the statement of activities. Accordingly, certain costs have been allocated among the programs
and supporting services based on the benefits derived.
L. Recognition of Revenue
Contributions received are recorded as unrestricted, temporarily restricted, or permanently restricted
support depending on the existence and /or nature of any donor restrictions. The Chapter has not
received any contributions with donor - imposed restrictions that would result in permanently restricted
net assets.
Unrestricted
These generally result from revenues generated by receiving unrestricted contributions, providing
services, and receiving interest from investments less expenses incurred in providing program
related services, raising contributions and performing administrative functions.
Temporarily Restricted
The Chapter reports gifts of cash and other assets as temporarily restricted support when they are
received with donor stipulations that limit the use of the donated assets. When the donor restriction
expires, i.e. the stipulated time restriction ends or the purpose of the restriction is accomplished,
temporarily restricted net assets are reclassified to unrestricted net assets and reported in the
Statement of Activities as net assets released from restrictions.
M. Contributed Services
A significant portion of the Chapter's program service, fundraising and administrative functions are
conducted by unpaid volunteers. The value of this contributed time is not reflected in the accompanying
financial statements since the services do not require specialized skills. During the year ended May 31,
2012, these volunteers donated approximately 27,887.15 hours, with an estimated value of $611,844.
This value was computed using an estimated hourly rate of $21.94. This is based upon the average
hourly earnings of nonagricultural workers for the time period of $19.59, as determined by the U.S.
Department of Labor's Bureau of Labor Statistics, plus 12% for estimated fringe benefits.
N. Estimates
The preparation of financial statements in conformity with generally accepted accounting principles
requires management to make estimates and assumptions that affect certain reported amounts and
disclosures. Accordingly, actual results could differ from those estimates.
O. Income Taxes
The Chapter is a non - profit public- benefit corporation and has been recognized as tax - exempt pursuant
to Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and
Taxation Code. Accordingly, no provision has been made for income taxes.
ASSISTANCE LEAGUE OF TEMECULA VALLEY
Notes to Financial Statements
May 31, 2012
NOTE 1 - NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES (continued)
O. Income Taxes (continued)
Management has evaluated its tax positions and the certainty as to whether those positions will be
sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax
positions evaluated are related to the Chapter continued qualification as a tax - exempt organization and
whether there are unrelated business income activities conducted that would be taxable. Management
has determined that all income tax positions are more likely than not of being sustained upon potential
audit or examination; therefore, no disclosures of uncertain income tax positions are required. The
Chapter files informational returns in the U.S. federal jurisdiction and the state of California.
NOTE 2 - INVENTORY
Inventory as of May 31, 2012 is comprised of the following:
Thrift Shop Inventory
Operation School Bell Inventory
Total Inventory
NOTE 3 - CAPITAL ASSETS AND DEPRECIATION
Capital assets for the fiscal year ended May 31, 2012 are shown below:
Balance,
May 31, 2011 Additions
Capital assets not being depreciated:
Land $ 140,196 $
Total capital assets not being depreciated 140,196
Capital assets being depreciated:
Building Improvements
276,417
10,003
Buildings - Chapter house
560,786
-
Vehicles
14,340
-
Furniture, Fixtures & Equipment
61,245
6,599
Total capital assets being depreciated
912,788
16,602
Accumulated depreciation for:
Building Improvements
(158,595)
(13,833)
Buildings - Chapter house
(406,566)
(28,039)
Vehicles
(1,450)
(2,868)
Furniture & Fixtures
(37,877)
(2,702)
Total accumulated depreciation
(604,488)
(47,442)
Total capital assets being depreciated, net
308,300
(30,840)
$ 93,396
2,445
$ 95,841
Balance,
Retirements May 31, 2012
$ - $ 140,196
140,196
286,420
- 560,786
- 14,340
- 67,844
- 929,390
- (172,428)
- (434,605)
- (4,318)
- (40,579)
- (651,930)
- 277,460
Capital assets, net $ 448,496 $ (30,840) $ - $ 417,656
ASSISTANCE LEAGUE OF TEMECULA VALLEY
Notes to Financial Statements
May 31, 2012
NOTE 4 - OPERATING LEASE COMMITMENT
The Chapter leases a copy machine on a month -to -month basis. The monthly standard charge is $201.25 plus
tax which include 4,500 copies. The Chapter pays additional fees depending on the amount of usage over the
allowed number of copies monthly.
During the fiscal year ended May 31, 2012, the Chapter recorded $3,136 in equipment rental expense
associated with the copy machine.
NOTE 5 - DEFERRED REVENUES
The deferred dues revenue balance at May 31, 2012 reflects 2012 -13 membership dues of $14,548 received
before May 31, 2012.
NOTE 6 - NET ASSETS
As of May 31, 2012, total net assets were $629,382, of which $5,000 is classified as temporarily restricted for
use on Operation School Bell.
NOTE 7 - SPECIAL EVENTS AND FUNDRAISING, OTHER
The Chapter usually has special events throughout the year to assist in funding current operations but did not
have any major events in the year of audit.
There was additional fundraising income of $5,677 coming from a car donation program and direct mail
campaign with related expenses of $3,300.
NOTE 8 - EVALUATION OF SUBSEQUENT EVENTS
The Chapter has evaluated subsequent events through September 5, 2012, the date which the financial
statements were available to be issued. No events requiring disclosures have occurred through this date.
10
Attachment VILA
Index of Exhibits
1) Summary of Management Capacity
2) Project Management— Organizational Chart
3) Project Management — Project Leaders
4) Project Management — Job Descriptions
MANAGEMENT CAPACITY - SUMMARY
IN OPERATION FOR 24 YEARS
For 24 years, ALTV has successfully operated the OSB program and has continually
increased program capacity to serve a growing population of disadvantaged school
children. This philanthropic program is planned and operated by an all- volunteer team.
PARTNERSHIPS
ALTV's OSB program partners with four (4) regional school districts: Lake Elsinore
Unified School District (USD), Menifee Union School District, Murrieta Valley USD and
Temecula Valley USD. School personnel and, in particular, health aides identify and
direct disadvantaged children to OSB program services. These personnel work in
cooperation with the OSB volunteers to inform students and parents of the benefits and
details of the program.
SYSTEMATIC MANAGEMENT APPROACH
Planning for each upcoming OSB program year begins well in advance of the actual
autumn and winter "shopping" events at which beneficiary schoolchildren are clothed.
ALTV's Board and members engage in year -round in efforts to develop funding for the
current and upcoming OSB program years. Without these efforts, OSB would be unable
to clothe disadvantaged schoolchildren within the local communities.
Planning for the upcoming OSB program year begins early each calendar year. The OSB
Chairperson develops an active, reliable team of volunteers who will publicize, educate,
and organize in advance of OSB "shopping "events. All activities are carried out in
accordance with guidelines established by ALTV, US HUD, and the school districts.
From beginning to end, a documented, systematic methodology is employed to:
1) educate school personnel regarding OSB benefits, eligibility and registration;
2) educate disadvantaged children and parents about the program's benefits;
3) schedule "shopping" events in the stores of local major retailers;
4) schedule up to 100 children for each "shopping" event which is conveniently
located close to the schools and homes of the children and families;
5) successfully, efficiently and effectively deliver program services (clothing, shoes,
school supplies and hygiene products) to beneficiaries at many "shopping" events;
6) gauge program success, gather and report relevant datasets.
MANAGEMENT CAPACITY — ORGANIZATIONAL CHART
Chairperson, Annette Sheehy
Co- Chairperson, Diana Elizondo
Store Team - Temecula School Outreach Team
Beth Torrez, Store Leader Temecula Liaison
Tammy Sims, Scheduler Kay Reid
Store Team - Menifee
School Outreach Team
Mary Lindholm, Store Leader
Temecula Liaison
Carol Inman, Scheduler
Tammy Baker
Store Team - Murrieta School Outreach Team
Debbie Valenzuela, Store Leader Murrieta Liaison
Debi Cox & Cheryl Martin, Linda Rieger
schedulers
Store Team - Lake Elsinore School Outreach Team
Suzanne Dechert, Store Leader Lake Elsinore Liaison
Terry Wilson, Scheduler Ann Reese
2012 -2013 OSB Organizational Chart
Administrative &
Data Entry
Terry Wood
MANAGEMENT CAPACITY— PROJECT LEADERS
OSB CHAIRPERSON
Annette Sheehy: ALTV member since 2004.
Occupation: Educator (retired).
Positions held in this organization: Co- chairperson of Operation School Bell and Co-
Store Liaison for Murrieta, Education Chairperson, Grants Co- Chairperson,
Placement /Hours Chairperson, and Operation School Bell Buyer.
OSB CO- CHAIRPERSON
Diana Elizondo: ALTV member since 2004.
Occupation: Educator (retired).
Positions held in this organization: Education Chairperson, Strategic Planning
Chairperson, Chapter Secretary, Scholarship Chairperson, Grants Co- Chairperson, Grants
Advisor, and Operation School Bell Buyer.
Court Appointed Special Advocate for Riverside County.
OSB ADMINISTRATOR
Terry Wood: ALTV Member since 2009.
Occupation: Inventory Control, Abbott Labs (retired)
Continuing Operation School Bell Data Entry Coordinator and Administrator. Positions
held in this organization: Operation School Bell Committee member, Inventory Control
Coordinator for Operation School Bell.
GENERAL DESCRIPTION
The Operation School Bell Chairman shall facilitate and coordinate the dressing of the children referred to the
program by school health clerks.
CHAIRPERSON RESPONSIBILITIES
• Be familiar with Bylaws of National Assistance League® and National Policies for Chapters, Manual for
Chapter Management and chapter bylaws, standing rules and policies.
• Serve on the Philanthropic Programs, Budget and Grants Committees.
• Stay in contact with, and give orientation to, school health clerks.
• Provide participating school health clerks with Operation School Bell referral forms.
• Facilitate scheduling of workers to dress children off -site.
• Stay in contact with store managers of off -site dressing locations and facilitate scheduling days and times
for the dressings.
• Coordinate payment procedure of off -site dressings with the treasurer.
• Maintain a committee of members and appoint a Vice Chairman and Secretary for the committee.
• Shall give the list of committee members to the president, secretary and hours /placement chairperson for
approval by the Board at the Board Retreat or no later than the August Board meeting. File a copy in the
committee procedure book.
• Submit a plan of work including goals, objectives, action steps, timelines, budget, evaluation and identify
who is responsible for each step to the president and secretary as soon as they are determined and have
the plan approved by the Board at the Board Retreat or no later than the August Board meeting. File a copy
in the committee procedure book.
• Maintain committee budget. Prepare and submit annual budget request for next fiscal year to the
Philanthropic Programs Chairman. Review expenditures regularly.
CHAIRPERSON RESPONSIBILITIES (continued)
• Prepare a written monthly report to be presented at the regular membership meeting and Board meeting,
if applicable. Copies of this report shall be given to the president, secretary and philanthropic programs
chairperson.
• Prepare an article for the chapter newsletter, if applicable.
• Update the committee procedure book as needed.
• Prepare an annual report and give to the Philanthropic Program Chairman for inclusion in her annual report
and file a copy in the committee procedure book.
• Review job description annually and submit changes to the Education Chair.
• Keep committee procedure book current and review it with the incoming committee chair before June 1, or
as soon after as possible.
COMMITTEE COMPOSITION
The Operation School Bell Chairman shall be chairman of this committee. The committee shall be composed of
the Philanthropic Programs Chairman (ex officio) and members as needed who may attend to areas of
responsibility assigned to the committee.
COMMITTEE RESPONSIBILITIES
• Review the program annually and recommend changes based on community need.
• Review off -site dressing procedures annually and recommend changes based on input from committee
members.
• Review job description and committee procedures annually and submit changes to the Education Chair.
• Distribute committee meeting minutes to the members of the committee, president and to the chapter
secretary.
Board Approved
April 19, 2011
GENERAL DESCRIPTION
Store Leaders shall assist in the planning and execution of the Operation School Bell Program and oversee the
buying of the clothing at the retail store. They will interact with the Administration Team to assist in
implementing policies and procedures within the committee, assist in budget development and ensure that the
process is effective for recipients and families.
OBJECTIVES
• Assist in the retail store operations of Operation School Bell as needed and keep the Chairman informed of
anything requiring her attention.
• Assist in budget management to keep costs in line with budget restraints.
• Provide guidance and direction for members volunteering at the retail store and ensure that all "shopping"
event procedures are being followed
JOB REQUIREMENTS
• Ensure clothing that is selected is within school district's dressing requirements
• Monitor schedule of members assigned to retail store to meet recipients of program
• Confirm funds available to pay for clothing on dressing evenings
• Maintain records of those served and return documents to ALTV OSB office
GENERAL DESCRIPTION
The CDBG Form is the Community Development Block Grant Program Form which is completed by the parents
of each child brought to Operation School Bell for dressing. This form contains detailed information about the
child and information about the family's income. Effective immediately, parents will provide "Proof of Income"
to demonstrate need. The CDBG information is input into the computer to generate a report which is necessary
to qualify for available grants.
OBJECTIVES
• Provide the OSB Chair and Grant Chair Person with information and support necessary to maintain our non-
profit status and qualify for available grants.
JOB REQUIREMENTS
The CDBG Input person is responsible for the following activities:
• In a timely manner (weekly), input the data from the CDBG forms into the software to capture the family's
income information and determine the correct percentile ( %) to which they belong. each Store Leader
after the "dressing event ".
• Input the following information from the Fitter Forms - Name, Sex, Age, Birthdate, Grade, School, District,
Ethnicity.
• Generate a report compiling this information and file, with the forms, in the locked cabinet for future use.
• Provide OSB Chair and Grants committee with data report.
Assistance League® of Temecula Valley
Board Vote Without Meeting
September 5, 20 12
President Dorcas Shak-tinan requested a Vote without Meeting at 1:40 p.m. via electronic
media.
Board members contacted: Bonnie Harrison, Mary Ann Newport, Kathy Laurin, Ginny
Wetzel, Electra Demos, Diana Elizondo, Leticia Plummer, Sumru Vance and Debbie
Valenzuela.
Motion presented:
ON THE RECOMMENDATION OF THE GRANTS COMMITTEE THE FOLLOWING
CDBG GRANT AMOUNTS ARE RECOMMENDED FOR APPROVAL FOR YEAR
2013/2014:
County of Riverside
$30,000
City of Murrieta
$20,000
City of Lake Elsinore
$25,000
City of Menifee
$20,000
City of Temecula
$25,000
.Motion: APPROVED
n
' �A J?�
Dorcas Shaktman, President
Date: