HomeMy WebLinkAbout0017_3_CDBG - FY 2017-2018 Allocation - Exhibit B Assistance League ApplicationCity of Lake Elsinore
Applying Organization Name: Assistance League of Temecula Valley
Type of Organization: Non -Profit Organization0 Faith Based Organization ❑
For -Profit Organization ❑ Institution of Higher Education ❑
Organization Address: 28720 Via Montezuma
city: Temecula
Mailing Address. 28720 Via Montezuma
city: Temecula
Telephone Number: (951) 694-8018
zip code: 92590-2510
zip code, 92590-2510
fax Number:
Executive Director: Dorcas Shaktman, VP OF FINANCE, Contact for Operation School Bell
Telephone Number: 951-970-6034
E-mail: dshaktman@verizon.net
Program Manager Denise Lanier, VP Philanthropic Programs
Telephone Number: 951-694-8018
E-mail: giammysings@msn.com
Grant writer: Cheryl Peterson of Nonprofit Growth and Grants
Address (if different from ab ave): 41743 Enterprise Circle N., Suite 206
Telephone Number: 951.719.0213
E-mail: cherylpeterson213@gmail.com
(This is appkobie onf if you are a non-profit orgunizotion)
Date Organization founded: 6-19-1989
Date Organization incorporated as a non-profit organization(attacnart;clesofrncarporationmxraylaws); 6/19/89
Federal identification number: 33-0360419
DUNS Number: 868952920
organization web Address: http://temeculavalley.assistanceleague.oi,g/
Does your Organization expend $750,000 or more a year in federal funds? Y Q or N Q
Number of paid staff: 0
Number of volunteers: 224
Members/Board of Directors (Attach):
A. Name of Project: Operation School Bell (OSB) 2017-18
B. Specific Location of Project
(Attach Project A40p- include strut address; if u street address hos not been assigned provide APIV)
Street orAPN: 25720 Via Montezuma
City: Temecula
zip Code: 92590-2510
C. CDBG Funds Requested: $25,000 City of Lake Elsinore (totof omountfot theprojectoNy)
D. Where will the proposed activity occur (be specific as to the geographic boundaries)? If the project
involves a new or existing facility, what is the proposed service/benefit area forthe facility?
Beneficiaries are served within five school districts (Lake Elsinore USD, Menifee Union SID,
Murrieta Valley USD, Temecula Valley USD, Romoland SD and closest retail locations.
E. In which City (ies)/Communit ins does the activity occur?
city lies): Canyon Lake, Lake Elsinore, Menifee, Mun-ieta, Temecula, Wildomar, Perris
(southern portions), Romoland in northern section of Menifee
Community (ies): Murrieta Hot Springs, French Valley, Glen Oaks, Diamond Valley,
Pauba Valley, Sage and unincorporated areas
NOTE: EDA will moke the final determiaotion of the oppropriote service area of all proposals.
F. If this project benefits residents of more than one community or juriscliction, have requests been
submitted to those other entitlement jurisdictions? (i.e., County district(s) 1� 2°a V 4`" and/or 5th, City of
Palm Springs, City of Moreno Valley, City of Riverside, etc.)
YES- Federal: CDBG County of Riverside, Lake Elsinore, Menifee, Murrieta, Temecula and
Wildomar; County: CID Funding District 1, 3, 5.
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G. Check ONLY the applicable category your application represents.
® Public Service
❑ Homeless Activities
❑ Real Property Acquisition ymust consult with EOAnriorto submitting application)
❑ Housing
❑ Rehabilitation/Preservation (please provide picture of structure)
❑ Public Facilities (construction)
❑ Infrastructure (i.e. Streets, Sewer, Sidewalk, etc.)
❑ Other: (provide description, _
H. Respond to A& B only if this application is for a nubiicservice project.
(a) Is this a NEW service provided by your agency? Yes ❑ No 0
(b) If service is not new, will the existing public service activity level be substantially increased or
improved?
Public service activity will be substantially increased due to extremely low or low
income levels of families within the five school districts.
A. Provide a detailed Proiect Description. The description should only address or discuss the specific
activities, services, or project that is to be assisted with CDBG funds. If CD5G funds will assist the
entire program or activity, then provide a description of the entire program or activity:
Operation School Bell, a program of ALTV, maintains public service agreements with 5
school districts within the Southwest Riverside County Economic Development Region and
offers shopping events, providing clothing ($125.00 value each) for students (K-12) from
extremely -low to low-income families. Parents check-in at designated store location and
provide proof of income and completed self -certification CDBG forms. Once qualified
student shops for clothing of up to $150.00 value with retail discounts provided. At
check-out, a shopping event evaluation form is completed and signed.
In 2017-2018, ALTV will clothe the following number of students in each district:
Lake Elsinore School District (565); Menifee Union School District (415); Murrieta Unified
School District (500); Temecula Valley Unified School District (520); Romoland School
District (100). The five (5) school districts are located in the following service areas of
Riverside County District 1, 3, 5, and include cities, communities and unincorporated areas
of each district.
B. Provide a detailed description of the proposed use of the CDBG funds only (e.g. client scholarships,
purchase of specific equipment, rent, supplies, utilities, salaries, etc.):
All CDBG funds awarded are used exclusively to purchase new -school appropriate clothing
and shoes for eligible students (K-12) from extremely low to low income families. At
shopping events, each student is able to shop for clothes and/or shoes up to $150.00 value
each. ALTV provides each recipient with $125.00 in clothing purchases, after discounts
have been applied. Assistance League of Temecula Valley is an all -volunteer (non -salaried)
non-profit organization and they serve and assist the parents and students at all shopping
events.
C. 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
qualitative)?
Goals: provide shopping events to clothe 2,100 (FYI7-18)students in 5 school districts;
Objective: (1) obtain funding to clothe 2100 students in 5 school districts; (2) train school
personnel in five school districts on program eligibility requirements and scheduling
procedures; (3) negotiate retail service agreements and set-up shopping events at retail
locations; (4) check proof of income/self-certification forms at check-in, assist with shopping,
hand-out evaluation forms, assist with check-out.
Measurements: Quality of service of program is asked on the evaluation form at check-out.
99.8%u parents/students respond positively to the entire experience, from school outreach,
documentation sent home in both English and Spanish, to the actual shopping event and
clothes/shoes obtained.
In addition, parents are asked what they will spend their savings on? Over 95% respond
they spend monies saved on basic needs such as food and housing.
D. Please identify the project milestones using an Estimated Timelinefor Project Implementation:
212017-912017 Planning & Coordination
812017-912017 Volunteer Training
9/2017 -1012017 -Fall "Shopping" Events
1112017-12/2017 Reporting & Compliance
01/'2018 -0212018 -"Winter Shopping Events"
0212018 -03/2018 -Follow-up & Close-out
0312018 -0312018 -Final Reporting
A. Indicate the number of people or households that will directly benefit from your proposal using
CDBG funds: Note: This is bused on the erpected number of clients to be served if the County funds your
project for the requested omount.
200 in the City of Lake Elsinore using $25,000 from CDBG funding.
2100 in OPERATION SCHOOL BELL project total for five (5) school districts.
B. Indicate the number of unduplicated clients that will be served (An unduplicated client is counted only
once, no matter how muoy dirnct services the client receives duroy o funding yeoo:
200 in City of Lake Elsinore using CDBG funding.
2100 total students served in five (5) school districts.
C. Length of proposed CDBG-funded activities or service (weeks, months, year):
1 year; 6/01/2017-5/31/2018
D. service will be provided to (check one or more):
❑ Men ❑ seniors
❑ Women ❑ severely Disabled Adults
Children (Range of children's ages :='-1B ) ❑ Migrant Farm Workers
❑ Homeless (Number of beds at facility ) ❑ Families
4
E. Whet methods will be used for community involvement to assure that all who might benefit from the
project are provided an opportunity to participate?
ALTV's volunteers continue to outreach to communities, government agencies, school
districts, foundations, corporate sponsors, private donors, parents and students about
program "Operation School Bell". All materials, from hand-outs at the schools that are sent
home to the parents to the evaluation form signed at the end of shopping check-out by the
parent, are printed in both English and Spanish.
P. 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?
Operation School Bell is in it's 28th year of operation. ALTV's thrift store provides a reliable
annual "operating budget" fund from sales from the thrift store. ALTV Board and Finance
Committee diligently pursue funding from other reliable sources such as foundations,
corporate sponsors, government agencies,private donors and fund-raising events.
All CDBG-funded activities must meet at least one of the following National Objectives of the CDBG
program. Indicate the category of National Objective to be met by your activity.
CATEGORY A: Benefit to low -moderate income persons (must be documented). Please choose either
subcategory 1 or 2:
1. Limited Clientele:
The project serves clientele that will orovide 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.
Eligible students are identified by school personnel in each of the five (5) school districts
and "Notice of Selection" and CDBG self -certification forms are sent home to parents. On
shopping date, parents bring completed forms with proof of income, all of which is verified
against school schedule of recipients. ALTV volunteers verify all documentation and classify
income levels prior to the student participating in the shopping event. In addition, there is
always a multi-lingual ALTV volunteer on-site at the shopping event. If the proof of income
is riot provided or if the income is too high, then the parent and student are not allowed to
participate in the shopping event.
Ly
2. 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
❑ Battered spouses
❑ Elderly persons
❑ severely disabled adults
❑ Homeless persons
❑ Illiterate adults
❑ Persons living with AIDS
❑ Migrant Farm workers
a. Describe the clientele above to be served by this activity:
All Operation School Bell program beneficiaries are from extremely low, very low, and low
income families. The students (K-12) attend the five (5) school districts identiried in Lake
Elsinore USD, Murrieta Valley USD, Temecula Valley USD, Menifee Union SD, and
Romoland SD all in Riverside County. In FY 2015-2016, 80% of recipients were classified
as extremely low, 10% very low and 10% low income.
b. Discuss how this project directly benefits low- and moderate- income residents:
OSB addresses a critical human services, promotes school attendance and educational
achievement by providing "shopping events" where the child and parent can pick out new
clothes needed for school, such as clothes, sweaters, jackets or shoes. Operation School
Bell has each parent fill out an evaluation form before check-out and the asks the question
"what do you spend your savings on that you gained from this program". 95% of the
parents answer that they spend the savings on basic needs (food and housing).
CATEGORY B: 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. (Aypficant is welcorne to cantact a
County of Riverside, EDA CDBG PM9M1n Manager for Genius fnfonnatianj
2010 Census Tract and Block Group numbers:
n/a
Total population in CensusTract(s) /block group(s): n/a
Total percentage of low -moderate population in Census Tract(s) / block group(s) .n/a
CATEGORY C: Activities undertaken to create or retain permanent jobs, at least 51% of which will be
made available to or held by low/moderate-income persons.
Proposed Job Creation/Retention
Total Jobs Expected to Create: n/a
Total Jobs Expected to Retain: n/a
CATEGORY D: Activities that provide assistance to micro -enterprise owners/developers who are
low/moderate-income.
Proposed Assistance to Businesses
New Businesses expected to assist: 11/a
Existing Businesses expected to assist: n/a
Enter Total Businesses expected to assist: n/a
A. Proposed Project Budget
Complete the following annual program budget to begin July 1, 2017. If your proposed CDBG-funded
activity will start on a date other than July 1, 2017, please indicate starting date. Provide total Budgei
iafor'rnation and distribution of CDBG funds in the proposed budget.
The budgeted items are for the specific activity for which you are requesting CDBG funding - NOT for the
budget of the "entire" organization or agency. (Note: CDBG funds requested must match amountrequested in
Project Activity, C above.)
(EXAMPLE: The Volley Senior Center is requesting funding for o new Senior Nutritionof Progronf. The total cost of
the program is $15,000 00d$10,000 in COB & funds is being requested for operating expenses associated with the
proposed activity. The total ActivityJPro/ect Budget will include $5, 000 of other non-CDBG funding and $10,000 in
CDBG funds for o Grond Totoi of$15,000J.
TOTAL ACTIVITY/
PROJECT B UDGET
(Include non-CDBG Funds
and CDBG Fundsl
Personnel
A. Salaries & Wages
B. Fringe Benefits
C. Consultants & Contract Services
PERSONNEL SUB -TOTAL
$0
CDBGFUNDS
REQUESTED -Only
$0
$0 1211 $0
$ 2000 $ 0
$ 2000 $ 0
II. Non -Personnel
A. Space Costs
$12,400
$ 0
B. Rental, Lease or Purchase of
Equipment
$ 0
$ 0
C. Consumable Supplies
$ 1000
$ 0
D. Travel
$ 0
$ 0
E. Telephone
$ 0
$ 0
F. Utilities
$ 0
$ 0
G. Other Costs $125 x 2100 students
$ 262,500
$ 25,000
NON -PERSONNEL SUB -TOTAL:
$ 275,900
$15,000
III. Other
A. Architectural/Engineering Design
$ b
$ 0
B. Acquisition of Real Property
$ 0
$ 0
C. Construction/Rehabilitation
$ 0
$ U
D. Indirect Costs
$ 0
$ 0
E. Other
$ 0
$ 0
OTHER SUB -TOTAL:
$ 0
$ 0
GRAND TOTAL:
$ 277,900
$ 25,000
B. Leveraging
List other funding sources and amounts (commitments or applications) which will assist in the
implementation of this activity. Current and pending evidence of leveraging
commitments/applications must be submitted with application. (Attach)
Federal: CDBG 2017-2018: Cty of Riverside$30,000; Cities of Lake Elsinore $25,000,
Menifee $20,000,Mun-ieta$20,000,Temecula$25,000,Wildornar$15,000
State/Local: County of Riverside, CID Funding, District 1-$5,000; District 342,500; District
5-$5,000
Private: Kohl's Dept.Stores $26,250 (discounts), Kohl's Associates$ 1,000, Subaru
$14,000, UWIV $15,000, US Bank $5,000, Mazda $3,000, Albertsons $1500
Fees:n/a
Donations:
Temecula Valley Soccer Asso.$500, ALTV Step Up for 4Student Campaign
$12,500; ALTV Couture Closet $1,500; Jerry and 5uniru Vance $2500;
Other:
Gunnerson Foundation $5000; Corvettes of Temecula Valley $4000; Chevron
Foundation $2500; Paradise Chevrolet $2500.
M
C. What type of long-term financial commitment is there to the proposal? Describe how you plan to
continue the work (project) after the CDBG funds are expended?
The Operation School Bell program is in its 28th year of operation and ALTV annually
undertakes an effort to seek corporate and foundation financial support to supplement
current operating OSB costs and allow for a growth rate in childrenlstudents served who
need clothing. Together with ALTV thrift shop income, grants, donations and revenues
from fundraising events, the program has been sustainable for 27 years and will continue
to be.
D. Provide a summary by line item of your organization's previous year's income and expense
statement. (Attach)
E. Does this project benefit residents of more than one community or jurisdiction, have requests been
submitted to those other jurisdictions? Yes N No ❑
If yes, identify sources and indicate outcome.
CDBG applications will be submitted to City of Lake Elsinore, City of Murrieta, City of
Temecula, City of Menifee, City of Wildomar and County of Riverside.
If no, please explain.
F. Was this project or activity previously funded with CDBG? Yes Q No ❑
If yes, when?
FY 2016-2617
Is this activity a continuation of a previously funded (CDBG) project? Yes ❑ No Q
If yes, explain
A. Describe your organization's experience in managing and operating project or activities funded with
CDBG or other Federal funds.
ALTV has operated the OSB program with CDBG (cities and County) funding for several
years and successfully completed all required paperwork and turned in for
reimbursement, proof of income of client population and other data needed and/or
required.
0
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.?
ALTV maintain extensive policies and procedures including national organization & local
chapter regulations/policies, bylaws, committee rules and detailed job descriptions.
Financial policies related to procurement, internal controls, disbursements, deposits and
investments are in place. The Board of Directors oversees organizational
budgets/expenditures; Treasurer manages daily/monthly/annual financials and CPA
conducts audits.
Extensive detailed governance, financial and program records are maintained.
C. capacity
Please provide the names and qualifications of the persom(s) that will be primarily responsible for
the implementation and completion of the proposed project.
Diane Koirth, was employed by the Orange County Transportation Authority for
twenty-six (26) years. Duties include management responsibilities and training for new
drivers.
Diane has been volunteering with Assistance League of Temecula Valley for seven (7)
years. She has been a member of the Board of Directors, has served for two (2) years as
Thrift Shop scheduler and is currently a ALTV Thrift Shop Day Manager and Operation
School Bell Manager.
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Undersigned hereby certifies that (check box after reading each statement and digitally 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 upon
the project or activity funded by the CDBG program. i/
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. t/ 4
4. 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, pursuant to CDBG
regulation.
5. If CDBG funds are approved, the applicant acknowledges that sufficient non-CDBG funds are available
or will be available to complete the project as described within a reasonable timeframe. V 4'✓�
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, ."1 --
Signature _
Signature
Print Name/Title
Authorized Representative: /m V tv� 2. L
11
The following required documents listed below have been attached. Any missing documentation to the
application will be cause forthe application to be reviewed as INELIGIBLE.
Yes
No
ATTACHMENT
®
0
1.
Members/Board of Directors
E
2.
Articles of Incorporation and Bylaws
3.
Project Activity Map
E]
❑
4.
Project Benefit, Category B, Low Mod Area Maps (Attach if applicable)
®
1:1
5.
Leveraging (Current evidence of commitment)
❑
❑
6.
Income and Expense Statement
[] F] 7. Management Capacity (Detailed organizational chart)
El [] S. Board Written Authorization approving submission of application
12
low
Board Members„►
assistance league- Articles of Incorporation & By- 2
Operation School Belk Laws
Project Activity Map 3>-
2017-2018
-
2017-2018 Project Benefit
CDBG
Attachments
Leveraging 5
Submitted to
City of Lake Elsinore Income & Expense
October 4, 2016
Management Capacity 7
Board Authorization
OFFICERS:
ASSISTANCE LEAGUE OF TEMECULA VALLEY
BOARD OF DIRECTORS
June, 2016 — May, 2017
President: Ginny Wetzel
39394 Via Monserate
Murrieta, CA 92563
t�>•�t�c��rx
818-726-7341
VP Membership:
VP Philanthropic Programs:
VP Finance:
Mary Lindholm
29159 New Arrowhead Drive
Menifee, CA 92584-7822
951-246-7190
Denise Lanier
32232 Carte Coronado
Temecula, CA 92592-6354
ra r �vsin Arcy1rnsn.corn
Murrieta, CA 92563
Dorcas Shaktman
44142 Calle Ciuita
Temecula, CA 92592
dshaktman@ver&on.net
951-970.6034
Secretary. Marilyn Rule
38532 Quail Ridge Drive
Murrieta, CA 92562-3063
rnruieca. rr. com
951-239-0791
Treasurer: Shelley Diamond
41639 Cypress Point Way
Temecula, CA 92591
rockydefuz@yahoo.com
951-699-5459
Page 1 of 2
Medical Equipment Sales
Insurance Agent
EducatorAnstructor
Sr. Human Resources Manager
Private and Public Sector
Sr. VP, Banking Executive,
Manager, Treasury Management
Accounting
College, career counselor
Accounting Manager
Business owner
Retail Management
ASSISTANCE LEAGUE OF TEMECULA VALLEY
BOARD OF DIRECTORS
June, 2016 — May, 2017
ELECTIVE STANDING COMMITTEES:
Education Chairman:
Chapter House Manager:
Thrift Shop Chairman:
Assisteens Liaison:
Bylaws Chairman:
Public Relations Chairman:
Strategic Planning Chairman:
Page 2 of 2
Electra Demos
31004 Wellington Circle
Temecula, CA 94591
j#nniec@verkon.net
951-308-1512
CindyJasperson
41395 De Anna Ranch Road
Murrieta, CA 92562
cjaspyyahoo.com
951-698-3733
Diana Elizondo
39628 Clos Du Val
Murrieta, CA 92563
dianaelizondo@)verizon ,net
951-600-9404
Rita O'Neil
31388 Corte Montiel
Temecula, CA 92592-6470
951-775-7463
Suzanne Dechert
34550 Linda Rosea Road
Temecula, CA 92592-7818
951-302-0502
Joan Price
P.O. Box 577
Temecula, CA 92592
951-694-0882
Arne Chandler
26381 John Adams Street
Murrieta, CA 92563
bigchand@yahoo.com
951-970-6846
High School Educator
Information Technology,
Regional Retail Manager
Elementary Education
Business Owner
Educator
Speech Pathologist, Audiologist,
Educator
VP, Regional Banking Operations
0
aote
a&fifornia
OrFtC( OF THE SECRETARY OF STATE
(.101WORATION DIVISION
A417175
7
rtt` i4 w4 ikfekX� w5:v4 J1b �'V
1, MARCH FOND EO, Secretary of State of the
State of California, hereby certify:
'rhat the annexed transcript has been compared with
the corporate record on file in this office, of %vhich it
purports to I)e a copy, and that same is Bill, true wid
correct.
IN WITNESS WHEREOF, I execute
this certificate and affix the Great
Seal of the State of California this
8wmlgr 5Y FORM cr-x OT ;3.M1`,'T;
APR
8�'mt�j 1'd 51w0
CERTIFICATE OF AMENDMENT
OF
ARTICLES OF INCORPORATION
LA DONNA JIMENEZ AND BETTY THOMPSON certify that.
1. They are the president and the secretary, respectively,
of Assistance Guild of Temecula Valley, a California
Nonprofit public Benefit Corporation.
2. Ar1 MX of the articles of .incorporation of this
corporation is amanded 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 approves] by the board of directors- ..
q, 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
kg*2i�100
THOMPSO ;% f
NONPROFIT
OF THE
or STATE
CORPORATION DIVISION
1, MA R+C "H FONG EU, Secretary of State of the
State of California, hereby certify:
That the annexed transcript has leen compared 'with
the corporate record on file in this office, (if w llich it
purports to be a copy, and that same is full, true and
correct.
IN WITNESS WtIEREOf*, I exurute
this Qertifieate and affix the Great
Seal of the State of California this
_—JUN JUN is_Ys ---
�vJL'Yw5'a KcmM CL'.1U7 spy^,
VALLEY.
A
L '.
c ,�a c7, O R:7,' D
F � E U
Fwre=j at SW:
.mRTI�E. � a ve�. riraQ r�rx of rho Srare of CoFiwnda
18L�.—OF16a... 61S
ASSISTANCE GUILD OF TEMECULA VALLEY
California Nonprofit Public Benefit Corporation
I.
NAME:
J U N 15 1989
MAKH FONG EH, Seaddry Of $
The name of the corporation is ASSISTANCE GUILD OF TEMECULB
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
corporations initial agent of the corporation for service of process
is: MARJORIE a. BARNUM, 46569 El viento Seco Drive, 'Temecula, CA.
92390
IV.
LIKITATION ON CORPORATE AC`l.'IVITIES
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. Notwithstandiag 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 tar under
Section 501(c)(3) of the Internal Revenue Code of 1966 or the
corresponding provision of any future United States Internal Revenue
Law, or (u) by a corporation, contributions to which are deductible
under Section 170 (c) (2 ) of the Internal Revenue Code of 1966 or the
corresponding provision of any future United States Internal Revenue
Law.
s. 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
intervene in any political campaign (incjud3.ng the publishing or
distribution of statements) on behalf of any candidate for public
office.
i: i• Y 'c .:.Y t t
The property of this corporation is irrevocably dedicated to
charitable purposes and :10 part of the net income or assets of this
corporation shall ever inure to rhe benefit of any director, officer or
membex thereof or to the benefit of any private person. Upon the
dissuiut.ion or winding up of the corporation, its assets remaining after
pant, or provision for payment, of all debts and liabilities Of this
Corporation -hall be distributed to a nonprofit fund, foundation Or
corporation which is organized and operated exclusively for charitable
lrurposes 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 distributee
under the provi'310 s of this Article.
IN i j'TNESS WyaREGF, the undersigned, being the Incorporator of
ASSISTANCB GUILD OF 'iEXECULA VALLEY has executed these, Articles of
incolW. ration this day of June, 1999.
d-sclare that A am the parson who executed the foregoing
I heresy
Rrtic.Les of InCOY'p4Yat£7N3, whach execution is my act and "ad.
Revised 2002
Amended February 2, 2016
Filed by Consultant February 8, 2016
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 nel
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 and Standards.
(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 required policies.
(b) Other responsibilities and standards of membership shall be defined in the standing
rules.
(c) The Board of Directors, hereinafter referred to as the Board, has the right in its sole
and absolute discretion to:
(1) Deny membership to any person who has demonstrated a disregard for or
an unwillingness or inability to comply with the responsibilities and standards
of membership; and
(2) Terminate the membership of any member who, after allowing the member
to be heard, is determined by the Board to have failed to comply with the
responsibilities and standards of membership.
3.03 Suspension of Membership. The Board has the right in its sole and absolute discretion to
suspend a member from all privileges and rights of membership who the Board determines
has not complied with the responsibilities of membership. Such action may be taken only
after a hearing by the Board following fifteen (15) days written notice to the member
involved of the time and place of such hearing. Suspension of membership may not take
effect for at least five (5) days after such hearing. A member's membership in Assistance
League may be suspended for a period not to exceed ninety (90) days.
3.04 Termination of Membership. Following the period of suspension, a member who fails to
comply with bylaws, policies and standards of Assistance League may have membership
terminated by a three-fourths (3/4) vote of the Board, if such action is deemed in the best
interest of the organization. Such action may be taken only after a hearing by the Board
following fifteen (15) days written notice to the member involved of the time and place of
such hearing. Termination of membership may not take effect for at least five (5) days after
such hearing. All rights and privileges of a member shall cease on the termination of
membership.
3.05. 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.
3.06 Leave of Absence. The Membership Committee 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 absence, a voting member shall continue to pay dues and may
attend chapter meetings and vote and shall be counted in the quorum when present. Other
financial obligations shall be optional with the chapter.
3.07 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 terminated.
3.08 Dual Membership. Chapter members may hold membership in more than one (1) chapter
and/or auxiliary. Such members shall declare a primary 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. Only elected
members of the Board shall attend Board meetings and 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 Joint Board meeting. No member shall be eligible to serve more than two (2)
consecutive terms in the same office.
4.06 Meetings. Regular meetings of the Board shall be held on the third (P) Tuesday of each
month unless otherwise directed by the Board.
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. Final discussion and vote shall be by simultaneous aural communication
among all participating members. 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 sucl^
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.
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 December and 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. A member
nominated at the January meeting must be present to accept or decline the nomination.
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. Only one (1) nominee shall be elected to each office. These offices are:
President, Vice President Membership, Vice President Philanthropic Programs, Vice
President Finance, Vice President Fund Development, Secretary, Treasurer, Assisteens�
Liaison, Bylaws Chairman, Chapter House Manager, Education Chairman, Public Relations
Chairman, Strategic Planning Chairman, Thrift Shop Manager.
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
4
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
6A1 President. The President shall:
(a) Be chief executive officer of the corporation;
(b) Preside at meetings of the Board and membership;
(c) Appoint, with Board approval, the chairmen of Appointive Standing Committees, unless
otherwise provided in these bylaws;
(d) Appoint special committees by direction of the Board or membership;
(e) Appoint a Parliamentarian;
(f) Sign legal documents with the Secretary;
(g) Be authorized to open and close accounts at all chapter financial institutions with the
Secretary and Treasurer;
(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;
0) Shall serve on the Bylaws and Membership Committees the year after the presidency;
(k) Present an annual report of corporate activities to the membership;
(t) Submit to the national office the Chapter Year -End Summarywithin thirty (30) days
following the end of the corporation's fiscal year; and
(m)Serve as delegate to 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 Hospitality, Strategic Planning, Education, Bylaws, Volunteer
Coordinator and Assisteens Committees;
(c) Be authorized to sign checks with the President, Vice President Philanthropic Programs
and Secretary;
(d) Serve as second delegate to represent the chapter at the annual and special meetings of
National Assistance League; and
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(e) Shall appoint, with Board approval, the Historian, Hospitality, Placement/Hours, Sunshine
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 each philanthropic program, Strategic Planning, Risk
Management and Grants Committees;
(c) Be authorized to sign checks with the President, Vice President Membership and
Secretary;
(d) Serve as first 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 all philanthropic programs of
the chapter.
6.04 Vice President Finance.
(a) Shall be chairman of the Finance Committee;
(b) Shall be responsible for the overall financial planning of the chapter
(c) Shall recommend finance policies for the chapter;
(d) Shall appoint, with Board approval, the chairmen of the Grants and Risk Management
Committees and the Assistant Treasurers.
(e) Shall be a member of the Grants Committee, Risk Management Committee and the
Strategic Planning Committee; and
(f) Shall review correspondence with the chapter's CPA.
6.05 Vice President Fund Development.
(a) Shall be chairman of the Fund Development Committee;
(b) Serve as second alternate to represent the chapter at the annual and special
meetings of National Assistance League; and
(c) Shall oversee and provide policy guidance to all fundraising events planned by the
Fund Development Committee.
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;
0
(d) Be authorized to open and close accounts at all chapter financial institutions with the
President and Treasurer;
(e) 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; and
(f) Be authorized to sign checks with the President, Vice President Membership, and Vice
President Philanthropic Programs.
6.08 Treasurer. The Treasurer shall:
(a) Be chief financial officer of the corporation;
(b) Be responsible for monitoring the collection and disbursement of all funds;
(c) Be responsible for the financial records of the corporation;
(d) Be authorized to open and close accounts at all chapter financial institutions with the
President and Secretary;
(e) Be responsible for the filing of required tax forms;
(f) Be a member of the Finance and Strategic Planning Committee;
(g) Submit to the national office per capita dues including auxiliaries to arrive at the national
office on or before June 1; and
(h) 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.
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
8.03 Committee Composition. Members of each committee shall be appointed by the
committee chairmen with approval of the Board unless otherwise provided in these bylaws.
The composition of a committee shall include those who serve by virtue of office as
specified in the bylaws and/or members as deemed necessary.
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 and Hours Chairman, Sunshine Chairman, Thrift Shop Scheduling
Chairman, Education Chairman, Orientation Chairman, Assisteens Liaison, immediate
past President and members as may be deemed necessary. 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 and members as may be deemed necessary.
This committee shall be responsible for developing and supervising philanthropic
programs that have been approved by the Board and the membership. This committee
shall research and develop new philanthropic programs based on community need.
(c) Fund Development Committee. The Vice President Fund Development shall be
chairman of this committee. The committee shall be composed of the Public Relations
Chairman and members as may be deemed necessary. 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 and members as may be deemed necessary.
The Assisteens Liaison shall appoint, with Board approval, the Assisteens Coordinator.
The Assisteens Liaison shall serve on the Membership, Education, Bylaws, Chapter
House and Risk Management Committees. This committee shall oversee the
Assisteens Auxiliary.
(e) Bylaws Committee. The Bylaws Chairman shall be the 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. The committee shall be responsible for keeping the chapter
bylaws current by yearly review. The committee shall review and revise chapter bylaws,
standing rules and policies as directed by appropriate vote of the membership or Board.
(f) Chapter House Committee. The Chapter House Manager shall be the chairman of this
committee. The committee shall be composed of the Thrift Shop Manager, Risk
Management Chairman and of members as may be deemed necessary. The committee
shall supervise the maintenance and repairs of the chapter house and shall maintain a
8
current inventory of chapter property. The chairman shall present maintenance and
repair considerations to the Board. The chairman shall serve on the Risk Management
and Thrift Shop Committees.
(g) Education Committee. The Education Chairman shall be the chairman of this
committee. The Education Chairman shall appoint the Circle Fund, Librarian and
Orientation chairmen. The committee shall be composed of the Orientation Chairman,
Librarian, Circle Fund, Vice President Membership, Newsletter Editor, Public Relations
Chairman, Assisteens Liaison and members as may be deemed necessary. This
committee shall be responsible for the education and training of the new voting
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, Orientation, Strategic Planning, Bylaws and
Risk Management Committees.
(h) Finance Committee. The Vice President of Finance shall be the chairman of this
committee. The committee shall be composed of the Treasurer, former Treasurers
and/or Assistant Treasurers, past Presidents, members with financial, investment or
banking knowledge, Grants and Risk Management Committee chairmen. This
committee shall create an annual budget of income and expenses for Board and
membership approval, shall be responsible for the overall financial planning of the
chapter; recommending finance policies for the chapter; reviewing engagement letters
from the CPA; reviewing annual financial statements and management letter comments
from the CPA; assisting in complying with National Policies for Chapters, Finance.
Annual corporate and auxiliary 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
membership and presented to the chapter Finance Committee to be included in the
annual corporate budgets. The chairman shall serve on the Grants, Risk Management
and Strategic Planning Committees.
(i) Public Relations Committee. The Public Relations chairman shall be the chairman of
this committee. The Public Relations chairman shall appoint, with Board approval, the
Newsletter Editor. The committee shall be composed of the Newsletter Editor and
members as may be deemed necessary. 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 and Fund
Development Committees.
U) Strategic Planning Committee. The Strategic Planning chairman shall be the
chairman of this committee. The committee shall be composed of two (2) past
Presidents, Vice President Membership, Vice President Philanthropic Programs, Vice
President Finance, Treasurer, Assistant Treasurer, Education Chairman and two (2)
additional members. This committee shall facilitate the development of a strategic plan
to ensure achievement of the chapter's vision and mission. The committee shall
oversee monitoring and evaluation of the plan on an ongoing basis and make
recommendations to the Board.
(k) Thrift Shop Committee. The Thrift Shop Manager shall be the chairman of this
committee. The Thrift Shop Manager shall appoint the Thrift Shop Scheduling
Chairman. The committee shall be composed of day managers, Thrift Shop Scheduling
Chairman, Chapter House Manager and as many members as may be deemed
necessary. This committee shall be responsible for the operation of the thrift shop and
E
8.03
recommend policies for its operation subject to the approval of the Board and
membership. The Manager shall serve on the Chapter House, Risk Management and
Finance Committees.
Appointive Standing Committees.
(a) Assistant Treasurer. The Assistant Treasurer shall perform routine duties for the
Treasurer such as deposits and reconciliations. These duties may be delegated as
needed. The Assistant Treasurer shall serve on the Finance and Strategic Planning
committees.
(b) Assisteens Coordinator Committee. The Assisteens Coordinator shall be the
chairman of this committee. This committee shall be composed of the Assisteens
Liaison, Vice President Membership and members as may be deemed necessary. This
committee shall provide a forum for education and leadership, oversee Assisteens
philanthropic programs, thrift shop volunteer hours, fundraising events and facilitate
social activities.
(c) Circle Fund Committee. The Circle Fund Chairman shall understand the purpose and
value of Circle and support the goals and initiatives of the annual Circle campaign.
Circle Fund Chairman shall represent and obtain donations to Circle. The Circle Fund
Chairman shall serve on the Education Committee.
(d) Grants Committee. This committee shall be composed of a chairman, Vice President
Finance, Vice President Philanthropic Programs, Operation School Bell Chairman and
members as may be deemed necessary. 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 Finance 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 Committee.
(f) Hospitality Committee. This committee shall be composed of a chairman, Vice
President Membership and members as may be deemed necessary. The committee
shall be responsible for management and development of social functions and special
physical arrangements and refreshments for chapter meetings. The chairman shall
serve on the Membership Committee.
(g) Librarian. The chairman shall organize, supervise and maintain the chapter resource
library and encourage member use. The Librarian shall serve on the Education
Committee.
(h) News letter 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 e-mail). The editor shall be the chapter Website Administrator. The
editor shall serve on the Public Relations and Education Committees.
(t) Operation Bear Hug Committee. This committee shall be composed of a chairman,
Vice President Philanthropic Programs and as many members as may be deemed
necessary. The committee shall provide bears to outside agencies who will distribute
them during a time of need. The chairman shall serve on the Philanthropic Programs
Committee.
10
(j) Operation Couture Closet Committee. This committee shall be composed of a
chairman, Vice President Philanthropic Programs, Operation School Bell Chairman,
Operation Foster Youth Chairman and as many members as deemed necessary. The
committee will manage the Couture Closet facility and inventory, maintain the schedule
of events for participating school districts and facilitate use of gowns by clients.
(k) Operation Community Outreach Committee. This committee shall be composed of a
chairman, Vice President Philanthropic Programs and as many members as may be
deemed necessary. The committee will facilitate the administration of the services
within this program to meet a range of community needs on a one-time basis. The
chairman shall serve on the Philanthropic Programs Committee.
(1) Operation Foster Youth Committee. This committee shall be composed of a
chairman, Vice President Philanthropic Programs and as many members as may be
deemed necessary. The committee will facilitate the collaboration with local foster care
homes and foster family agencies to provide needed assistance. The chairman shall
serve on the Philanthropic Programs Committee.
(m) Operation Nonprofit Partnerships Committee. This committee shall be composed of
a chairman, Vice President Philanthropic Programs and as many members as may be
deemed necessary. The committee will form partnerships with community nonprofit
organizations to assist in providing needed services to the community. Partnership
service needs are defined as the provision of goods and services that the chapter
determines meet a need in the community, and that the chapter has no philanthropic
program in place to meet these needs. The chairman shall serve on the Philanthropic
Programs and Risk Management Committees.
(n) Operation Scholarships Committee. This committee shall be composed of a
chairman, Vice President Philanthropic Programs and as many members as may be
deemed necessary. The committee shall plan and execute high school scholarships
and teacher grants. The chairman shall serve on the Philanthropic Programs
Committee.
(o) Operation School Bell Committee. This committee shall be composed of a chairman,
Vice President Philanthropic Programs and as many members as may be deemed
necessary. The committee shall plan and execute the provision of new clothing to
identified students in our service area. The chairman shall serve on the Philanthropic
Programs and Grants Committees.
(p) Operation SHADES Committee. This committee shall be composed of a chairman,
Vice President Philanthropic Programs and as many members deemed necessary. The
committee shall be responsible for organizing and implementing a series of four
financial literacy classes within the chapter's service area. The chairman shall serve on
the Philanthropic Program Committee.
(q) Orientation Committee. This committee shall be composed of a chairman, Vice
President Philanthropic Programs, the Education chairman and as many members as
may be deemed necessary. The committee shall educate and train new members using
Assistance League resources. The chairman shall serve on the Education and
Membership Committees.
(r) 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.
11
(s) Placement and Hours Committee. The Placement and Hours Chairman shall record
membership participation and hours served. The chairman shall serve on the
Membership Committee.
(t) Risk Management Committee. This committee shall be composed of a chairman, Vice
President Philanthropic Programs, Operation Nonprofit Partnerships Chairman,
Education Chairman, Chapter House Manager, Thrift Shop Manager, Vice President
Finance, Assisteens Liaison and additional members as needed who may attend to
areas of responsibility assigned to the committee. The committee shall identify, analyze,
assess and minimize risk areas for the safety and security of members and guests on
the chapter's premises. The chairman shall serve on the Chapter House and Finance
Committees.
(u) Sunshine Committee. The Sunshine Chairman shall conduct all social
correspondence of the chapter. The Sunshine Chairman shall serve on the Membership
Committee.
(v) Thrift Shop Scheduling Committee. The Scheduling Chairman shall be responsible
for preparing the monthly thrift shop work schedule and recording absences and
substitutions. The chairman shall serve on the Thrift Shop Committee.
8.04 Special Committees. The President shall appoint special committees by direction of the
Board or membership.
8.05 Committee Quorum. A majority of the committee members shall constitute a quorum.
Article 9 Meetings
9.01 Regular Meetings. Regular meetings shall be held on the first Tuesday of each month,
unless otherwise directed by the Board, with membership approval.
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 governing bodies and committees, except the
Nominating Committee, 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. Fina
discussion and vote shall be by simultaneous aural communications among all participating
members. 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 Cues and Fees. Annual dues shall be payable on or before April 1 and delinquent on April
25.
GF
VOTING:
Voting
NONVOTING:
Nonvoting
Community Contributor
PALS
Assisteens
$85.00
$150.00
$300.00
$40.00
$35.00; New Members $45.00
Dues for new members joining after December 1 shall be reduced by one-half (112) and
shall include national Assistance League pro rata per capita dues of twenty dollars ($20).
Dues for new members joining between March 1 and May 31 shall be ten dollars ($10).
Members holding membership in more than one (1) chapter shall pay National Assistance
League dues only to primary chapter or auxiliary.
10.03 National Assistance League Dues. Annually, the corporation shall pay to National
Assistance League per capita dues of forty dollars ($40) and ten dollars ($10) per capita
Assisteens. Annually, the corporation shall pay to National Assistance League per capita
pro rata dues of twenty dollars ($20) and five dollars ($5) per capita Assisteens for
members joining after December 1. Per capita dues shall be waived for all new members
joining between March 1 and May 31,excluding Assisteens.
10.04 Requirements. The corporation shall maintain a sound financial position and shall have
Certified Public Accountant audit or review its financial statements annually. The
corporation shall submit an annual report to members, as required by state Corporations
Code.
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 unbudgeted expenditures in excess of two thousand
five hundred dollars ($2,500) or ten percent (10%), whichever is less, 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 and Purpose. The chapter may form auxiliaries. An auxiliary name shall identify
the auxiliary as an auxiliary of the chapter. Auxiliaries shall support chapter programs and
activities.
11.02 Administration and Procedures.
(a) Each auxiliary shall have its own governing body for administrative purposes. An
auxiliary shall be governed by the bylaws of the corporation. Auxiliary policies and
standards shall not be in conflict with the bylaws, policies, procedures and
standards of National Assistance League and the chapter.
13
(b) Each 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 or Policies for Assisteens Auxiliaries,
and any amendments thereto, by the auxiliary, shall be by majority vote of the
members of the auxiliary.
(e) A current copy of auxiliary policies shall be on file at the national office.
11.03 Board Representative. Each auxiliary shall have a voting representative on the Board,
either a Chapter Liaison to Auxiliary, elected by and from the chapter, or a member, elected
by and from auxiliary.
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 or by the Chapter Liaison to
Auxiliary, and the Assisteens Coordinator and/or Chapter Liaison to Auxiliary shall be a
member of the Assisteens governing body and all Assisteens committees.
Article 12 Advisory Council
12.01 Advisory Council. An Advisory Council, composed of representative members of the
community, including an attorney, shall serve the corporation in an advisory capacity.
Members, recommended by the Community Ambassadors Committee, shall be elected by
the Board at its June meeting. Vacancies on this council shall be filled from
recommendations of the Community Ambassadors Committee 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.
14
13.02 ®relegate 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 by
a two-thirds (213) vote 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
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, standing rules and auxiliary policies 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.
MEWA
15
x
dVLNV31JV3:)IA113 AIIAII:)VI33FO:Hd
PROJECTACTIVITY {SERVICE ARE
SCHOOL DISTRICTS:
The Southwest Riverside County Economic Development Region (see attached mop) is the
area within which the Assistance League of Temecula VaIley (ALTV) provides a range of
services to disadvantaged individuals and families.
The Operation School Bell (OSB) program maintains Public Service Agreements (PSAs) with
five (5) regional school districts within this economic development r egion and will in 2017-
2018 clothe the targeted numberof students(K-12) in each district:
Lake Elsinore Unified School District
565 students
Menifee Union School District
415 students
Romoland School District
100 students
Murrieta Unified School District
500 students
Temecula Valley Unified School District
520 students
TOTAL Population Served 2,100 students
RIVERSIDE COUNTY:
The five (5) school districts in which OSB prograrn services are provided encompass
significant areas within three (3) Riverside County supervisorial districts. The ALTVset-vice
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 tothe San Diego County line and
encornpassingall 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 extendingfrom the eastern boundaries of these two
cities east to Sage Road, south to the San Diego County line, and north to an area
roughlydelineated bythe 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 Including Romoland and the southern
half of the city of Perris.
Cities:
The cities and cornmunities of Canyon City, Lake Elsinore, Menifee, Romoland, French
Valley, Winchester, Murrieta, Perris (southern hall), Temecula, and Wildomar are within the
ALN set -vice area.
LEVERAGING AND FUNDING SOURCES
PAST FUNDING EFFORTS AND SUCCESSES
For 27 years, ALN has successfully operated the OSB program and has continually
increased program capacity to serve a growing low-income population.
Last year (2015.2016), OSB clothed 2,018 students (K-12) from low-income families.
In the current year (2016-2017), OSB will clothe more than 2,000 students (K-12). ALTV
will maintain program funding at prior year levels in order to ensure that recipients
receive adequate clothing and shoes for school.
Next year (2017-2018), the program year for which funding is sought, OSB will again
provide clothingand shoes to 2,100 students (K-12) from low incomefamilies as
determined by HUD tables.
2017-2018 PROGRAM FUNDING
At the time of this application (October, 2016), ALN is engaged in the 2016-2017
Operation School Bell (OSB) program activities and will clothe 2,000 students (K-12).
Fundraising efforts for the current (2016-2017) program year continue.
While planning for the 2017-2018 OSB program has already begun, 2017-2018
fundraising efforts have not yet commenced. That effort begins in 2017.
However, 2017-2018 funding strategies and sources will largely mirror the 2016-2017
funding strategies and sources:
• Government Grants: anticipated CDBG fundingfrom the cities of Lake Elsinore,
Menifee, Murrieta, Temecula, Wildomarand the County of Riverside; CID
Riverside County Supervisors; CSF City of Temecula.
• Corporate and foundational Grants: anticipatedfinancial 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, Albertson's Foundation, The Chevron
Foundation, The Gunnerson Foundation, United Way of the Inland Valleys, US
Bank Foundation and others.
• Community Support: ALTV is the local recipient of the Subaru "Share the Love"
campaign, the Mazda Drive for Good" campaign. Corporate funding is received
from local companies: Paradise Chevrolet, Gosh Ford, Stromsoe Insurance
Agency, Storm Stadium, Corvettes of Temecula Valley, Bostick, Inc., Elsinore
Casino, Milgard Manufacturing, Jerry and Sumru Vance and other local individual
and corporate support.
• Thrift Store Sales: ALTV has continued to undertake a very successful series of
efforts to increase sales at its thrift store location in Temecula. Saleshave
increased commensurately and that income is a significant source offundingfor
OSB and otherALTV philanthropicprograms.
It is anticipated that upcomingfundraising efforts (2017-2018) will prove to be similarly
successful and will adequatelyfund the philanthropic programs of ALTV.
1:10 PM Assistance League of Temecula Valley
05102116
Accrual Basis Profit & Loss Budget Overview
June 2016 through May 2017
Total 46400 • Thrift Shop Intone 479,365.00
41000 - Fund Development Revenue
43410 •
Jun '16 - May 17
Ordinary IncmnWExpense
41120 •
Income
1 ,000.0101
46400 • Thrift Shop Income
Internet Funding
46910 • Thrift Shop Sales
451,4WAU
46912 - Thrift Shop Sales - Assisteens
21 ,695.00
46415 • Recycling -Clothing
1 ,OLU.00
41A16 • Recycling-L-lectronics
1 ODU.UU
46421 • Ebay Sales
40UU.UU
Total 46400 • Thrift Shop Intone 479,365.00
41000 - Fund Development Revenue
43410 •
Corporate Sponsorships
25,0010.001
41120 •
Minor Fundraising Events
1 ,000.0101
41011 •
Internet Funding
5000.00
41150 •
Fund Raising Events-Assisteens
800.00
Total 41000
- Fund Development Revenue
31 000.00
43000 • Direct Public Support
43450 • Individual Contributions 5,470.00
43455 • Doti atiorus -Couture Claaet I, [Uuuu
41101 • Car Donation 1000.00
43400 • Grants 125,UUL0UU
Total 43000 - Direct Public Support 132,470.00
43491 • Gifts in Kind - Goods
43490 - Gifts in Kind - Meeting Room 90000.00
43499 • Gifts In Kind - Thrift Store 10000.00
Total 43491 • Gifts in Kind -Goods 100000.00
47200 - Membership Income
December Luncheon
47230 - Membership Dues
47310 •
4!X31 - Voting Members
1U)JUU.UU
47232 • Non -Voting Members
4500.010
47265 - Assisteens Member
3,460.00
Total 47230 • Membership Dues
17,350.00
4,5110 • Membership Events Receipts
47300 •
December Luncheon
2500.00
47310 •
Xmas Party
1,50000
413ZU •
May Luncheon
3fJUU.UU
47330 •
Board Retreat
1500 00
49010 -
Membership Events Receipts -Other
1000.00
Total 49010
- Membership Events Receipts
9500.00
Page 1 of
1:10 PM Assistance League of Temecula Valley
M2l16
Accrual Basis Profit & Loss Budget Overview
June 2016 through May 2017
Jun '16 - May 17
Total 47200 • Members hip Income 27 X50.00
46000 • Other Income
45930 • Interest Earned 300.00
40300 • Donation Jar Income 700.00
1 ota146000 • Other Income 1 WUU.UU
Total Income 772,105.00
Cost of Goods Sold
250.00
46500 - Cost of Goods Sold
- I ru ck M aintenance
65210 • Thrift Shop Labor Expense
10,000.00
4651U - I hrdt Shop Sales l ax
35 ouu UUI
65240 - Credit Card Fees
4760.00
46530 • EBay Expense
1,25000
Total 46500 • Cost of Goods Sold
51 J_UU. UU
Total COGS 51 D10.00
Gross Profit 721,095.00
Expense
68335 - Circle Fund
250.00
60900 - Business Expenses
- I ru ck M aintenance
63900 - Interest expense -Prov LOC
250.00
63800 • Interest - Prev lour) loan
3 "00.00
60915 • Batik Service Charge
100.00
60930 - Safe Deposit Box
90.00
60940 - Fees & Permits
200.00
Total 69900 • Business Expenses
4,140.00
61000 • Accounting Services
611111 - Accounting Fees U j,UU.UU
Total 61000 - Accounting Services t3,6UU,UU
62000 - Facilities and Equipment
62490
- I ru ck M aintenance
I !wU'Llu
62200
- Repairs & Maintenance
10p00.00
62560
• Trash
3500.00
62220
- Supplies
I IJUU.UU
62580
- BOA Does
3600.00
63100
• Telephone, Teleco mmani cations
5 x00.00
67140
- Janitorial Services
1UIJUU.UU
Page 2 of 6
1'10 PM Assistance League of Temecula Valley
05102(16
Accrual Basis Profit & Loss Budget Overview
June 2016 through May 2017
Total 62000 - Facilities and Equipment 139,100.00
63000 • Administration
63100 • Postage, Mailing Service 250.00
63200 • Printing
63201 • Brochure Printing 1 000.00
63202 - Printing and Copying 1 000.00
Iota[ 6J2UU - Printing 2Ujuu UU
63301
Jun '16 - May 17
62500 • Real Estate, Personal Prop Tax
13,200.001
62950 • Landscape Maintenance
2000.00
625x5 • Landscape Improvement
1 ODU.UU
62205 • Chapter House Improvements
3,000.000
62570 - Alarm System - Security
2000.00
62100 • Depreciation
54000.00
626W - Utilities
64170 -
62610 • Electricity
25000.00
62620 • Gas
3UU.UU
62630 - Water
3500.00
Iota[ 62600 - Utilities
28j UU.00
Total 62000 - Facilities and Equipment 139,100.00
63000 • Administration
63100 • Postage, Mailing Service 250.00
63200 • Printing
63201 • Brochure Printing 1 000.00
63202 - Printing and Copying 1 000.00
Iota[ 6J2UU - Printing 2Ujuu UU
63301
Supplies
1 500.00
63500 •
Web Site Maintenance
1 ODU.UU
63550 -
volgistics
650.00
63600 -
Copier Rental and Maintenance
2?OD .00
Total 63000
• Administration
7,600.00
64100 • Insurance
64120 •
Directors and Officers
700.00
64130 -
Property Insurance
4500.00
64140 -
Gen Liability, Auto
U,19U.UU
64150 •
Accident Insurance
450.00
64160 •
Insurance Interest
60.00
64170 -
Risk Management
100.00
Total 64100
- Insurance
12000.00
64199 • Lducation 1,0000 UU
64200 • Membership
6421U • National Organization (lues
6,46L] UU
64211 • National Dues-Assisteens
975.00
64201 • Ne lotter
642U2 • Postage Newsletter
1UU. UU
64ZUJ • Nevsletter Design & Printing
35UAU
I otal 642111 • Newsletter
4WAU
Page 3 of 6
1:10 PM Assistance League of Temecula Valley
05/02!16
Accrual Basis Profit & Loss Budget Overview
June 2016 through May 2017
Jun '16 - May 17
64220 • Roster
750.00
64L311 - Membership Development
UULLULI
64235 - Member Recognition
2,200.00
64240 • Pins & Badges
200.00
64250 • Hospitality
1500.00
64251 - Hospitality - Meetings, Etc
1,750m
64252 • Kitchen Supplies
1 (]00.00
64253 • Hospitality -Water Expense
500,00
Total 64250 - Hospitality
3,250.00
64260 • Historian
300.00
64270 • Miss Sunshine
500.00
6429.11 - Membership Lvents Lxpense
64281 • December Luncheon Expense
2500.00
64282 Holiday Party Expense
1500.00
ti42U3 • May Luncheon Expense
3uUU.UU
64284 • Board Retreat Expense
1 500.00
64280 • Special Events Expenses
1 (J00.00
Total 64290 • Membership Events Expense
9,500.00
I otal U42UU • Members hip 25,4U5.UU
64500 - Community Relations
645111 - Public Relations 1U! LIU,LILI
64515 - Presidents Expenses 2000.00
64520 • Community Ambassadors
64521 - Co motion ity Ambass adors-Lvents 2hUUm
66285 • Complimentary Luncheon Guests IbU.UU
Total 64520 • Community Amhassadors 2,050.00
Total 64500 - Community Relations 14,650.00
65200 - Thrift Shop Operating Expense
62250 • Thrift Shop Equipment 5,000.00
6522(1 • I hrl tShop Supplies 6puUm
65250 • TS - Conference Expense 170000
65261 - Truck - Operation 2,000.00
Total 65200 • Thrift Shop Operating Expense 16,700.00
653UU - Fundraising Lxpehses
65409 • Minor Fundraising Events 50000
65311 Internet Fundraising Expenses 500.00
65510 • Sponsor Development Expense
Page 4 of 6
1:10 PM Assistance League of Temecula Valley
05/02/16
Accrual Basis Profit & Loss Budget Overview
June 2016 through May 2017
Jun '16 - May 17
65512 • Contract Services 3000.00
65511 • Supplies Expense 2500.00
Total 65510 • Sponsor Development Expense 5,500.00
ti511U - Grant Writing 120UuUU
I otal 653UU • fundraising E xpenses l b hUU.UU
66100 - PROGRAM SERVICE EXPENSE
6611Cr - Operation School Bell
66110 • OSB Clothing
66108 • OSB Clothing Expense 252000.00
66109 - OSB Clothing Discounts -26000.00
Total 66110 • OSB Clothing 226000.00
66111 - OSB - Chapters for Children 5000.00
66112 • OSB - SOS Kits 500.00
66113 - OSB Supplies 1 000.00
Total 66105 • Operation School Bell 232500.00
6(it 4U
Operation Scholarships
45000. UU
66161
Operation Community Outreach
10000.00
66175
• Operation Bear Hug
18000.00
66180
• Operation Foster Youth
15000.00
66183
• Operation SHADES
10,000.00
66184
- Operation NonProfit Partnership
66162 - Make a Difference Day
1 ,000.00
661U4 • Operation NonProtit Partnership - Other
J,000,LIU
I otal 861U4 - Operation NouProtit Partnership
luOwuU
66185 - Operation Couture Closet 1000.00
66190 - Phil Chair - Conference Expense 170000
Total 66100 • PROGRAM SERVICE EXPENSE 343,200.00
66160 • PROGRAM SERVICE EXPENSE 2
66170 • GIFTS INKIND
66173 - Gift In Kind - Meeting Room yUODU.UU
66176 • Gift In Kind - Thrift Shop 10000.00
Total 66170 - GIFTS IN KIND 100,000.00
lota166160, PROGRAM SERVICE EXPENSE 2 1001000.00
66200 • Auxiliaries/Standing Committees
66220 • Assisteens Auxiliary
0652! . Public Relations SUU. UUI
66256 - Sunshine 200.00
Page 5 of 6
1:10 PM Assistance League of Temecula Valley
05/02/16
Accrual Basis Profit & Loss Budget Overview
June 2016 through May 2017
Total 66220 - Assisteens Auxiliary 23550.00
1 otal 66200 - Auxiliaries/Standing Committees 23550.00
68308 - Travel aid Meetings
68310 -
Jun '16 - May 17
66255 - Sr Grduation-Installation
8001.00
66254 - Hospitality
600.00
88Z21 • Administration Expenses
IW.UU
66223 • Fundraising Expenses
4001.00
66225 , National Workshops
2,400.00
6623U • Pssisteens Program Service Exp
- I ravel and Meetings
66251 Honoring Our Veterans
1,500,00
66231 Operation Book Worni
2500.00
80232 • Harvest Festival
1 ,000.UU
66234 - Peter Rabbit
2;00,00
66235 • Community Outreach
500.00
66239 • Rancho Uamacitas
1 ruu,uu
66244 , OSB Support
8,000.00
66245 • Rewarding Positive Behavior
50000
Total 66230 - Assisteens Program Service Exp
17,700.010
Total 66220 - Assisteens Auxiliary 23550.00
1 otal 66200 - Auxiliaries/Standing Committees 23550.00
68308 - Travel aid Meetings
68310 -
Conference - Executive Board
3,400.00
68312 -
Conference - L. Plummer
1,700,00
68314 •
National Travel Expenses
300.00
68320 -
Leadership Conference
1000.00
I otal tAlJUU
- I ravel and Meetings
8,4UU.UU
Total Expense 721 ,095,00
Net Ordinary Interne 0.00
Net Income 0.00
Page 6 of 6
MANAGEMENT CAPACITY --ORGANIZATIONAL CHART
Store Team - Temecula
<undetermined>, Store Leader
<undetermined>, Scheduler
Store Team - Menifee
Lindholm, Mary, Store Leader
Baker, Tammy, Scheduler
Store Team - Murrieta
Sampson, Sue, Store leader
Reiger, Linda Scheduler
Stare Team - Lake Elsinore
Reynolds, Susan, Store Leader
Wilson, Terry Scheduler
Chairperson, Koirth, Diane
Vice -Chairperson, Chaney, Joy
School Outreach Team
Temecula Liaison
<undetermined>
School Outreach Team
Temecula Liaison
Baker, Tammy
School Outreach Team
Murrieta Liaison
Reiger, Linda
School Outreach Team
Lake Elsinore Liaison
Wilson, Terry
Administrative &
2017-2015 OSB Organizational Chart
Data Entry
Terry Wood
assistance leagLIP
MANAGEMENT CAPACITY- SUMMARY
IN OPERATION FOR 28 YEARS
For 28 years, ALTV has successfully operated the OSB program and has continually
increased program capacity to serve a growing population of students (K-7.2) from low-
income families as determined by HUD tables. This philanthropic program is planned
and operated byan all -volunteer team.
PARTNERSHIPS
ALTV's OSB program partners with five (5) regional school districts: take Elsinore
Unified School District (USD), Menifee Union School District, Murrieta Valley USD and
Temecula Valley USD and RomolandSO. School personnel and, in particular, health
technicians identify and direct students (K-12)toOSB programsetvices. 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 upcorningOSB program year begins well in advance of the actual
autumn and winter "shopping" events at which beneficiaries select clothing and shoes.
ALTV's Board and members engage in year-round in efforts to develop fundingforthe
current and upcoming OSB program years. Without these efforts, OSB would be unable
to provide clothing and shoes for students (K-12) within the local communities.
Planningfor the upcoming OSB program year begins early each calendaryear. 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 byALTV, US HUD, and the school districts.
From beginningto end, a documented, systematic methodology is employed to
1) educate school personnel regarding OSB benefits, eligibility and registration;
2) educate students (K-12) and parents about the program's benefits;
3) schedule "shopping" events in the stores of local major retailers;
4) schedule on average 100 students (K-12) for each "shopping" event which is
conveniently located close to the schools and homes of the students and families;
5) successfully, efficiently and effectively deliver program set -vices (clothing,shoes)to
beneficiaries at many"shopping" events;
6) review and evaluate program success, gather and report relevant datasets.
ASSISTANCE LEAGUE® OF TEMECULA VALLEY
AL SPECIAL BOARD MEETING
September 20, 2016 -11:43 a.m.
assistance l
Temecula V=
The meeting was called to order by President Ginny Wetzel at 11:50 a.m. In the
boardroom of the Chapter !louse. Marilyn Rule, secretary, was present.
Board members present: Ginny Wetzel, Mary Lindholm, Denise Lanier, Marilyn Rule,
Electra Demos, Suzanne Dechert, Shelley Diamond, Arne Chandler, and Dorcas
Shaktman
Absent: Cindy iasperson, loan Price
Sue Sampson, Parliamentarian (pro -tem} was also present.
Quorum was established.
Finance Committee/Grants
Motion 9/02/16(8)
Dorcas Shaktman
It is moved that the Board of Directors approve the submission of the Community
Development Block Grant (CDBG) Applications for the 2017-2018 year and the execution
of the associated sub recipient agreements for the following cities and county areas:
Murrieta
Lake Elsinore
Wildomar
Menifee
Temecula
County of Riverside
Meeting Adjourned by President Ginny Wetzel at 11:50 am.
�,L -
Ginny et I, President
Date 9
Mar ly u e, Secr