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Assistance League of Saddleback Valley

 26111 Antonio Parkway, Suite 500
 Rancho Santa Margarita, CA 92688
[P] (949) 459-8988
[F] (949) 459-8916
http://www.alsvca.org
[email protected]
Darelene Carpenter
FOUNDED: 1989
INCORPORATED: 1992
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names Assistance Guild of Saddleback Valley (1989)
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 33-0322264 00000

Summary


Mission StatementMORE »

Assistance League volunteers transforming the lives of children and adults through community programs

Mission Statement

Assistance League volunteers transforming the lives of children and adults through community programs

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $257,574.00
Projected Revenue $292,185.00

ProgramsMORE »

  • Operation School Bell
  • Operation Camp Pendleton
  • Links to Learning
  • Adopt-A-Family
  • Field Study

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Assistance League volunteers transforming the lives of children and adults through community programs

Background Statement

We are one of 120 chapters of Assistance League, a national nonprofit organization founded in 1906 whose driving force is to "...be of assistance to everyone who needs it." Assistance League of Saddleback Valley (ALSV) began as a Guild in 1989, becoming a full-fledged Chapter in 1992. We are a 100% volunteer organization that supports eight philanthropic programs including Operation School Bell, the signature philanthropy for Assistance League. We also sponsor Links to Learning--mini-grants to help local teachers purchase items to enhance their curriculum materials, two Operation Camp Pendleton programs--provides K-12 school clothing and works with the Base Preschool to provide books, Field Study--provides transportation for at-risk students to attend an off-site hands-on science program, Support Literacy--provides one on one classroom assistance for K-2 students at a local elementary school, South County Outreach Adopt-A-Family--supports at-risk families at Christmas providing food and gifts; also have year-round food drives to support the food pantry, Senior Outreach--deliver meals-on-wheels and a friendly visit to seniors, and Community Connections which enables us to participate in single-day community philanthropic events.    

Impact Statement

For Fiscal Year 2018-2019, our accomplishments were as follows:      We clothed over 1,100 children attending our local elementary and high schools and subsidized transportation costs for students at Title I schools to allow participation in the Trabuco Elementary School Field Study program. Forty-four teachers were awarded funds for materials and equipment to enhance libraries and classrooms which benefited more than 20,193 students. Delivered over 1,100 meals to house-bound seniors and provided cards and seasonal crafts for various occasions, Our Assisteens auxiliary works at a local senior center providing tutoring for electronic devices and manicures for local seniors. Twenty-five at-risk families were provided with food and family gifts at Christmas. We provided 41 Baby Love bags with newborn layette items including handknit blankets, caps and sweaters, to Mission and Saddleback Hospitals for low-income mothers.  Through Operation Camp Pendleton, we participated in a clothing event to provide jeans to over 370 girls of military families. We support K-1 teachers at Santiago Elementary School by providing learning group assistance in the classroom. We held several food drives to collect donations and nearly 1700 pounds of food for South County Outreach, a local food bank. We collected over 1700 books to donate to the preschool program at Camp Pendleton's ASYMCA, and 150 Easter baskets were delivered to the ASYMCA.

Needs Statement

Donations and grants to support our philanthropies more robustly. For Operation School Bell alone, there are at least 4,000 at-risk children in the Saddleback Valley Unified School District who would qualify for $100 worth of new school clothing. This year, 2018-2019, we clothed over 1,100 children. There are many who still need help. The number of students we can help is limited by the amount of funds we can raise. We have the heart but not the money.  

CEO Statement

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Board Chair Statement

ALSV is a passionately dedicated group of women who are determined to make a difference in our community. We are a 501(c)(3) all-volunteer nonprofit organization. Acquiring new members is a constant goal so that we can do more to assist the at-risk families who work and reside here. Orange County is a wonderful place to live but that isn't the whole picture. There are families where the parents earn minimum-wage, parents who go to a local food bank because they can't afford to feed their children, children attending school in the Saddleback Valley Unified School District who are homeless. These families have loving parents who need assistance. There are elderly citizens whose only visitors are the ladies who deliver Meals-On-Wheels to them. There is much to be done and every helping hand is appreciated. New ideas and members expand our ability to help.
We are always looking for members who are comfortable with new technology; who like working on social media so that we can more effectively promote our fundraising and philanthropy.    

Other Ways to Donate/Volunteer

Donors can mail a check and/or make in-kind donations to support our annual Christmas Tree Luncheon fundraiser. We also collect children's books and host smaller fundraising activities where we welcome community participation.  

Geographic Area Served

Local
South Orange County
Mission Viejo, Lake Forest, San Juan Capistrano, Rancho Santa Margarita, Laguna Hills, Laguna Niguel, Trabuco Canyon

Organization Categories

  1. Human Services - Human Services
  2. Human Services - Human Services
  3. Philanthropy,Voluntarism & Grantmaking Foundations - Philanthropy,Voluntarism & Grantmaking Foundations NEC

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Programs


Operation School Bell

Benefits disadvantaged students in kindergarten through high school with new school clothing to promote improved self image, subsidizes transportation costs for Field Study Program and provides support for literacy by assisting teachers in the classroom.
Budget  $86,300.00
Category  Human Services, General/Other
Population Served Children Only (5 - 14 years) Female Youth/Adolescents (14 - 19 years) Male Youth/Adolescents (14 - 19 years)
Program Short-Term Success  Children have better self-esteem, appear more outgoing and are confident in their ability to be successful at school.
Program Long-Term Success  --
Program Success Monitored By  Volunteer members and schools
Examples of Program Success  Happy faces of children and parents as they shop for new clothing and shoes

Operation Camp Pendleton

Provides school clothing to children of Marine families at Camp Pendleton
Budget  $5,400.00
Category  Human Services, General/Other
Population Served Children Only (5 - 14 years) None
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Links to Learning

This program grants funds to intermediate and high school teachers allowing them to purchase additional tools to enrich classroom learning as well as expand the existing curriculum with new innovative approaches
Budget  $17,000.00
Category  Human Services Human Services, General/Other
Population Served Youth/Adolescents only (14 - 19 years) None
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Adopt-A-Family

Chapter members and Assisteens auxiliary provide food, clothing and special items to disadvantaged families in need during the holidays
Budget  $8,000.00
Category  Human Services Human Services, General/Other
Population Served Poor/Economically Disadvantaged, Indigent, General None
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Field Study

Field Study provides funds to help pay for transportation costs for science programs.
Budget  $4,250.00
Category  Human Services
Population Served Children Only (5 - 14 years)
Program Short-Term Success  --
Program Long-Term Success  --
Program Success Monitored By  --
Examples of Program Success  --

Management


CEO/Executive Director Ms. Darelene Carpenter
CEO Term Start June 2018
CEO Email [email protected]
CEO Experience I have been in the Chapter since 2010. I held the office of V.P. Strategic Planning for one year, President for two years, Vice-Chair Membership for one year. This is my second term as President. After 32 years of service, I retired from Boeing Aircraft Co. as a Senior Manager/Commitments Manager for the Twinjet Program. I have also served on the Board of a volunteer docent organization at a local historical park for the past 13 years.  

Former CEOs and Terms

Name Start End
Victoria McCaster June 2016 May 2018
Darelene Carpenter Carpenter June 2014 May 2016

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Assistance League of Saddleback Valley collaborates with the Saddleback Unified School District, South County Outreach, Meals-on-Wheels, Armed Services YMCA at Camp Pendleton, and the City of Mission Viejo.

Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 0
Number of Volunteers 176
Number of Contract Staff 0
Staff Retention Rate % 0%
Staff Professional Development No

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 0
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 4
Management Succession Plan No
Organization Policies And Procedures Yes
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency No N/A
Senior Management Formal Evaluation and Frequency No N/A
Non Management Formal Evaluation and Frequency No N/A

Government Licenses

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CEO Comments

We have volunteers who are creating a Grants Committee to identify and apply for grant opportunities to supplement our fundraising activities.

Foundation Comments

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Governance


Board Chair Darelene Carpenter
Board Chair Company Affiliation No Affiliation
Board Chair Term June 2018 - May 2020
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Kathy Ambrosius No Affiliation Voting
Darelene Carpenter No Affiliation NonVoting
Allison Kern -- Voting
Kathleen Kopkash No Affiliation Voting
Victoria McCaster No Affiliation Voting
Anne Neish No Affiliation Voting
Dr. Terry Petersen -- Voting
Diane Stafford -- Voting
Marie Thomas -- Voting
Joyce Urone -- Voting
Karen Varone -- Voting
Dianne Walcher -- Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Thomas Bender Retired NonVoting
Sister Martha Ann Fitzpatrick Mission Hospital NonVoting
Dale R. Howe Certified Public Accountant NonVoting
Marcy Kalina MossWarner NonVoting
Dr Ed Wong SVUSD Board of Education --
William Zulch Attorney at Law NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 12
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 12
Male: 0
Not Specified 0

Board Information

Board Term Lengths 1
Board Term Limits 2
Board Meeting Attendance % 95%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 0%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Advisory Board / Advisory Council
  • By-laws
  • Communications / Promotion / Publicity / Public Relations
  • Community Outreach / Community Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Education
  • Finance
  • Membership
  • Nominating
  • Strategic Planning / Strategic Direction

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $222,525 $217,123 $202,882
Total Expenses $215,683 $205,655 $177,687

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$32,199 $21,867 $30,518
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $0 $0 $0
Individual Contributions -- -- --
Indirect Public Support $0 $0 $0
Earned Revenue $13,170 $18,786 $17,667
Investment Income, Net of Losses $79 $79 $74
Membership Dues $0 $0 $0
Special Events $177,077 $176,391 $154,623
Revenue In-Kind $0 $344 $0
Other $-97,035 $-82,062 $-77,391

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $155,446 $154,458 $129,105
Administration Expense $30,708 $25,639 $25,131
Fundraising Expense $29,529 $25,558 $23,451
Payments to Affiliates $0 $0 $0
Total Revenue/Total Expenses 1.03 1.06 1.14
Program Expense/Total Expenses 72% 75% 73%
Fundraising Expense/Contributed Revenue 14% 13% 13%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $337,804 $354,240 $320,584
Current Assets $328,938 $346,350 $311,848
Long-Term Liabilities $0 $0 $0
Current Liabilities $37,702 $60,980 $38,792
Total Net Assets $300,102 $293,260 $281,792

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 8.72 5.68 8.04

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

Our continuing goal is to increase our revenue. We do not operate a thrift store so our fundraising is based on a single major annual fundraiser, a few small community fundraising activities, donations, and grants. We are working to increase our grant writing ability with the intent to increase our grant revenue stream.   

Foundation Comments

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Documents


Other Documents

No Other Documents currently available.