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Assistance League of Newport-Mesa

 2220 Fairview Road
 Costa Mesa, CA 92627
[P] (949) 645-6929
[F] (949) 645-3919
http://www.ALNM.org
[email protected]
Karen Treaccar
FOUNDED: 1940
INCORPORATED: 1950
 Printable 1 Page Summary
 Printable Profile
Organization DBA Assistance League of Newport-Mesa
Assistance League of Newport-Mesa
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-1942148 00000

Summary


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Mission StatementMORE »

Assistance League of Newport-Mesa, a self-funded, volunteer, non-profit organization, benefits children and families through community philanthropic programs.

Mission Statement

Assistance League of Newport-Mesa, a self-funded, volunteer, non-profit organization, benefits children and families through community philanthropic programs.


FinancialsMORE »

Fiscal Year 2016
Projected Expenses $552,040.00
Projected Revenue $779,195.00

ProgramsMORE »

  • Cheri Harris Dental Center
  • Operation School Bell®
  • Community Outreach Program
  • Kids on the Block®

Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

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


Overview


Mission Statement

Assistance League of Newport-Mesa, a self-funded, volunteer, non-profit organization, benefits children and families through community philanthropic programs.


Background Statement

Assistance League of Newport-Mesa began in 1940 in Newport Beach with a small group of women wanting to make a difference in the lives of children.  Today, our four philanthropic programs are completely self-funded through grants, endowments, fundraising events, private donations and proceeds from our on-site shops and are staffed by member volunteers.  


Impact Statement

During the 2014 - 2015 year, our 455 members gave a total of 21,227 hours to our programs. Our philanthropic programs are:

Cheri Harris Children’s Dental Health Center - The Dental Center is our largest philanthropic program which provided a full range of dental and orthodontic services to nearly 3,000 children and young adults annually.

Operation School Bell® - OSB provided back-to-school essentials, including clothing, shoes, books and school supplies to over 1,700 children in the Newport-Mesa community.

Kids on the Block® - Volunteer members and Assisteens® puppeteers performed skits on difficult-to-discuss topics to over 900 children at local schools, plus they entertained at the Festival of Children, the Balboa Parade, the YMCA, and our own special event.

Community Outreach Program: Orange Coast College named Assistance League of Newport-Mesa as their “2014 Community Partner of the Year” Award winner. Also, The COP awarded 14 scholarships to graduating Seniors from Newport-Mesa high schools.

We strive to continue with these same philanthropic programs this year to service a need for the under served in our community.


Needs Statement

The most pressing challenge is acquiring adequate funds to meet the community demand.

The Dental Program provides quality dental and orthodontic treatment for children from families with limited financial resources. We are in need of community partners that will offer reduced cost or free dental services such as x-rays and implants.

Member volunteers continue to work hard in our Thrift Shop to raise as much money as possible to support our programs. We are always in need of more members.

Assistance League has not been able to help all of the children and families in need, so we are searching for more grants and donors to help reach more of the disadvantaged on our community. 

The chapter enjoys an active Advisory Board to give our chapter advice, support and contacts in the community, including: media contacts to increase visibility, legal assistance, financial/Investment advice, help identifying donors and state legislative help for usage tax exemption. Interested community leaders are encouraged to join the Advisory Board.


CEO Statement

Assistance League of Newport-Mesa, serving the community for over 75 years, is a nonprofit, 501(c)(3), hands-on, all-member volunteer organization whose purpose is to meet the critical needs of children and families in the Newport-Mesa area through community-based programs. Our chapter is one of 120 chapters operating under the banner of the National Assistance League. While we are part of a national organization, our chapter serves our own community by responding to local needs.

 

Embracing the power of the volunteer to bring positive change for those in need, our 400+ members have the opportunity to provide hands-on services for thousands of individuals year-round through the chapter's philanthropic programs. The chapter exists to serve the unique needs and challenges of this community; our funds serve local needs, and our services are locally designed, organized and carried out to fit these needs. Our earned and contributed monies are all spent here in Newport-Mesa, and our programs address challenges that the area’s children-in-need face each day. 


Board Chair Statement

"Caring and Commitment in Action"

Assistance League of Newport-Mesa, serving the community for over 75 years, is a nonprofit, 501(c)(3), hands-on, all-member volunteer organization whose purpose is to meet the critical needs of children and families in the Newport-Mesa area through community-based programs. Our chapter is one of 120 chapters operating under the banner of the National Assistance League. While we are part of a national organization, our chapter serves our own community by responding to local needs.

Embracing the power of the volunteer to bring positive change for those in need, our 400+ members have the opportunity to provide hands-on services for thousands of individuals year-round through the chapter's philanthropic programs. The chapter exists to serve the unique needs and challenges of this community; our funds serve local needs, and our services are locally designed, organized and carried out to fit these needs. Our earned and contributed monies are all spent here in Newport-Mesa, and our programs address challenges that the area’s children-in-need face each day.


Other Ways to Donate/Volunteer

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Geographic Area Served

West Orange County
The Assistance League of Newport-Mesa serves the children and families in the area encompassing the Newport-Mesa school district. The boundaries run from Newport Coast on the east to Westside Costa Mesa on the west. We run from the edge of the sand of Newport Beach to the 405 Freeway on the north. There are roughly 26 public schools in this attendance boundary, and our league is in contact with District Administration. In addition, our boundaries include Orange Coast College, of which we are also in contact.

Organization Categories

  1. Human Services - Children's and Youth Services
  2. Health Care -
  3. -

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Programs


Cheri Harris Dental Center

The Dental Center provides complete low-cost high quality dental care for low income families. We also provide orthodontic treatment for those needing corrective services. Our program serves children in kindergarten through age 30. Applications may be obtained from the school nurses for those enrolled in the NMUSD. All others may call or stop by our office. We have provided quality dental care to thousands of children and young adults since 1952.
Budget  $330,000.00
Category  Health Care, General/Other Dental Health Care
Population Served K-12 (5-19 years) Adults
Program Short-Term Success  This fiscal year, we served almost 3,000 patients.
Program Long-Term Success  Served thousands in the dental center since 1952.
Program Success Monitored By  The number of patients in the dental and orthodontia program.  We have also recently begun offering dental implants through SmileOnU.
Examples of Program Success  --

Operation School Bell®

This national program was adopted in 1982. Since then, we've provided tens of thousands of students with these back to school essentials: school uniforms, underwear, socks, shoes, jackets, tote bags, books and school supplies.

Budget  $105,000.00
Category  Youth Development, General/Other Youth Development, General/Other
Population Served Children Only (5 - 14 years) Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  This fiscal year we served over 1,700 children
Program Long-Term Success  Thousands of children are served each year between the months of August and October.
Program Success Monitored By  The number of children reached through this program continues to increase year after year.
Examples of Program Success  --

Community Outreach Program

In 1997, this program was founded to connect with other local community agencies sharing common goals. Support offered through this program is varied and includes financial aid for day-care expenses to low-income working families, college scholarships to local high school seniors, financial aid to graduated foster care college students and non-financial assistance through our Thrift Shop.

Budget  $40,000.00
Category  Youth Development, General/Other Youth Development, General/Other
Population Served Children and Youth (0 - 19 years) Families People/Families with of People with Physical Disabilities
Program Short-Term Success  In fiscal year 2014-15, close to 200 children and adults were served through this program.
Program Long-Term Success  There has been outreach for at least twenty years to various community groups.
Program Success Monitored By  Continued open communication with partner agencies and the number of  applications received for the high school scholarship awards.
Examples of Program Success  --

Kids on the Block®

Staffed by volunteer puppeteers, the program utilizes child-sized puppets to perform skits in both English and Spanish on "difficult to discuss" topics such as child abuse, bullying, divorce, physical and learning disabilities. Children relate to and learn from these puppets that dress and behave like real children. Performances are provided to local schools and children's organizations upon request. Kids on the Block is a program of Assistance League adopted by our chapter in 1986.

Budget  $1,000.00
Category  Youth Development, General/Other Youth Development, General/Other
Population Served Children Only (5 - 14 years) Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  Continue to actively perform skits to the children in the area.
Program Long-Term Success  Perform skits in both English and Spanish on difficult-to-discuss topics.
Program Success Monitored By  An increased number of performances to the local area.
Examples of Program Success  We have recently added Spanish speaking puppeteers.

Management


CEO/Executive Director Karen Traecer
CEO Term Start June 2015
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 4
Number of Part Time Staff 9
Number of Volunteers 400
Number of Contract Staff 0
Staff Retention Rate % 100%
Staff Professional Development No

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 3
Caucasian: 6
Hispanic/Latino: 3
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: 8
Male: 5
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

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? N/A
CEO Formal Evaluation and Frequency N/A N/A
Senior Management Formal Evaluation and Frequency N/A N/A
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Karen Treaccar
Board Chair Company Affiliation --
Board Chair Term June 2015 - May 2016
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Ann Marie Alford VP Finance Voting
Wendy Braun Assisteens® Auxiliary Coordinator Voting
Linda Crum VP Resource Development Voting
Jackie Davidson VP Membership Voting
Jocelyn Gilbert Las Reinas Auxiliary Co-Chair Voting
Tracy Halphide VP Public Relations Voting
Chris Kjaer VP Programs Voting
Barbara Maberry VP Education Voting
Kelly McKelvey Treasurer Voting
Marie Pierotti Secretary Voting
Alice Raymond VP Human Resources Voting
Karen Treaccar President Voting
Kay Walker VP Strategic Planning Voting
Katie Wilker Las Reinas Auxiliary Co-Chair NonVoting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 14
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 14
Male: 0
Not Specified 0

Board Information

Board Term Lengths 1
Board Term Limits 2
Board Meeting Attendance % 90%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions --
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Board Development / Board Orientation
  • By-laws
  • Communications / Promotion / Publicity / Public Relations
  • Community Outreach / Community Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Education
  • Finance
  • Human Resources / Personnel
  • Investment
  • Membership
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
  • Strategic Planning / Strategic Direction

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year June 01, 2015 to May 31, 2016
Projected Revenue $779,195.00
Projected Expenses $552,040.00
Form 990s

2015 ALNM Form 990 - 2015

2014 ALNM Form 990 - 2014

2013 ALNM Form 990 - 2013

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $1,061,233 $1,081,765 $898,344
Total Expenses $951,624 $952,834 $931,453

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
$535,433 $359,952 $386,641
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $0 $0 $0
Individual Contributions -- -- --
Indirect Public Support $0 $0 $0
Earned Revenue $121,987 $125,672 $115,274
Investment Income, Net of Losses $121,396 $72,072 $44,194
Membership Dues $24,824 $63,683 $67,294
Special Events $170,172 $314,189 $153,287
Revenue In-Kind $398,266 $347,940 $375,548
Other $-66,567 $-167,992 $-21,633

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2014 2013 2012
Program Expense $525,274 $558,381 $533,137
Administration Expense $204,971 $190,991 $191,068
Fundraising Expense $221,379 $203,462 $207,248
Payments to Affiliates $14,125 $12,910 $0
Total Revenue/Total Expenses 1.12 1.14 0.96
Program Expense/Total Expenses 55% 59% 57%
Fundraising Expense/Contributed Revenue 31% 30% 38%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2014 2013 2012
Total Assets $4,476,844 $4,240,749 $3,958,552
Current Assets $627,558 $421,078 $324,615
Long-Term Liabilities $0 $0 $0
Current Liabilities $204,449 $120,482 $85,973
Total Net Assets $4,272,395 $4,120,267 $3,872,579

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities 3.07 3.49 3.78

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $1,769,000.00
Spending Policy Income Only
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

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Foundation Comments

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Documents


Other Documents

Annual Report for 2014 / 2015 Fiscal Year (2015)

Whistleblower Policy (2015)

No Other Documents currently available.