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Assistance League of Santa Ana

 1037 W. First Street
 Santa Ana, CA 92703
[P] (714) 664-0547
[F] --
https://www.assistanceleague.org/santa-ana/
[email protected]
Lauren Kinsey
FOUNDED: 1935
INCORPORATED: 1937
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-2126982 00000

Summary


Mission StatementMORE »

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

Mission Statement

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

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $825,575.00
Projected Revenue $452,255.00

ProgramsMORE »

  • Operation School Bell

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 of Santa Ana volunteers transforming the lives of children and adults through community programs.

Background Statement

Assistance League of Santa Ana is an all-volunteer, 501 (c)(3) nonprofit organization that puts caring and commitment into action through philanthropic programs in Santa Ana. Member volunteers are dedicated to ongoing support and a long-term presence in the community through hands-on involvement and innovative philanthropic programs.

The Santa Ana chapter was organized in 1935 with about 50 members, chartered in 1937, and was the third chapter of National Assistance League. There are 120 Assistance League chapters in 26 states with just under 22,000 members. In 2017 – 18, Assistance League chapters served over 1.5 million people, returned over $38.8 million to local communities across the country, and invested 3.2 million service hours.

Assistance League of Santa Ana currently has 250 member volunteers working to make Santa Ana a better place to live and work through our programs. Assistance League of Santa Ana supports seven community based philanthropic programs benefiting everyone from infants to adults residing in Santa Ana. In 2017–18, our dedicated members volunteered over 16,000 hours. We encourage you to learn more about our chapter and the many ways you can become involved and make a difference.

The Thrift Shop on First Street is our main source of funding. The shop is staffed and managed entirely by our member volunteers. Donations are always welcome and are tax deductible.

Other funding sources include corporate and private foundation grants, individual donations, and fundraisers like The Best Taste of Santa Ana, and The Carousel of Possible Dreams (through the Festival of Children Foundation).


Impact Statement

During our last fiscal year (June 2017- May 2018), Assistance League of Santa Ana provided services and to thousands of Santa Ana community members. Operation School Bell®, our national philanthropy, provided uniforms, shoes, sox and underwear, jackets, and backpacks filled with supplies and a reading book, to 2,632 students in grades K-8; dental services, including cleaning, extractions, and fillings, to more than 350 students in grades K-12; $1,000 college scholarships to more than twenty graduating students within the CTE (Career Technical Education) program. In addition, hundred of students, families, and senior citizens, benefited from numerous outreach and other programs. Gift of Giving treats over forty families to a Christmas party and gifts, French Park Program brings gifts to 200 patients at Christmas time, and many more smaller, one time collaborations with other organizations in Santa Ana. In all, hundreds of thousands of dollars are directed to our community, all through the volunteer efforts of our members, and fundraising programs, including our Thrift Shop.




Needs Statement

Strategic Plan: four main needs:

  1. Increase membership through new member events and functions.
  2. Increase income.
  3. Focus philanthropy service through community engagement and needs assessment.
  4. Maximize resource usage through needs assessment, new technology for streamlined operations, investigate better energy possibilities (solar power, etc.).

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

Assistance League of Santa Ana operates an on-site Thrift Store and accepts donations of clothing, shoes, accessories, jewelry and household items such as small appliances, books, and furniture. Cash donations may be made through our website, by mail or in person. We conduct fundraisers such as Taste of Santa Ana, Carousel of Possible Dreams (Festival of Children Foundation), and others throughout the year. We always welcome new members to our adult groups, and our Assisteens Auxiliary for 7th-12th graders.

Geographic Area Served

Central Orange County

Santa Ana
Santa Ana Unified School District 

Organization Categories

  1. Human Services - Children's and Youth Services
  2. Health Care - Health Support
  3. Philanthropy,Voluntarism & Grantmaking Foundations - Philanthropy/Charity/ Voluntarism Promotion (General)

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Programs


Operation School Bell

During our last fiscal year (June 2017- May 2018), Assistance League of Santa Ana provided services and to thousands of Santa Ana community members. Operation School Bell®, our national philanthropy, provided uniforms, shoes, sox and underwear, jackets, and backpacks filled with supplies and a reading book, to 2,632 students in grades K-8; dental services, including cleaning, extractions, and fillings, to more than 350 students in grades K-12; $1,000 college scholarships to more than twenty graduating students within the CTE (Career Technical Education) program. In addition, hundred of students, families, and senior citizens, benefited from numerous outreach and other programs. Gift of Giving treats over forty families to a Christmas party and gifts, French Park Program brings gifts to 200 patients at Christmas time, and many more smaller, one time collaborations with other organizations in Santa Ana. In all, hundreds of thousands of dollars are directed to our community, all through the volunteer efforts of our members, and fundraising programs, including our Thrift Shop.

Budget  $269,000
Category  Education, General/Other Student Services
Population Served Children and Youth (0 - 19 years) Aging, Elderly, Senior Citizens At-Risk Populations
Program Short-Term Success  Observable change in classroom behavior, student confidence, and level of engagement with peers and/or school activities.
Program Long-Term Success  Volunteer organization, with more than 24,000 members in 117 chapters and guilds nationwide.
Program Success Monitored By  National Assistance League
Examples of Program Success  Observable change in classroom behavior, student confidence, and level of engagement with peers and/or school activities.

Management


CEO/Executive Director Lauren Kinsey
CEO Term Start --
CEO Email [email protected]
CEO Experience We do not currently employ an Executive Director.  We have an Administrative Manager.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Lauren Kinsey Administrative Manager --
Jaime Martinez Facilities Manager --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

We have a formal agreement with the Santa Ana Unified School District to cover the programs that benefit the K - 12 students that attend the schools within the district.

Staff Information

Number of Full Time Staff 2
Number of Part Time Staff 3
Number of Volunteers 130
Number of Contract Staff 1
Staff Retention Rate % 100%
Staff Professional Development No

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: 1
Caucasian: 3
Hispanic/Latino: 2
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: 4
Male: 2
Not Specified --

Plans & Policies

Organization has Fundraising Plan? --
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
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 -- Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

--

CEO Comments

We do not currently employ a CEO/Executive Director.  

Foundation Comments

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Governance


Board Chair Gayle McLean
Board Chair Company Affiliation --
Board Chair Term June 2018 - May 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Lisa Avila -- Voting
Susan Dobak -- Voting
Judi Fine -- Voting
Mary Jane Gessner -- Voting
MaryAnn Hare -- Voting
Donna Layne -- Voting
Gayle McLean -- Voting
Cathy O'Connell -- Voting
Peggy Slonkosky -- Voting
Barbara Sullivan -- Voting
Thao Tran-Chang -- Voting

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: 1
Caucasian: 9
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 100
Male: 0
Not Specified 0

Board Information

Board Term Lengths 1
Board Term Limits 2
Board Meeting Attendance % 80%
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

--

Foundation Comments

--

Standing Committees

  • Advisory Board / Advisory Council
  • By-laws
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Education
  • Finance
  • Personnel
  • Strategic Planning / Strategic Direction
  • Technology

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year June 01, 2018 to May 31, 2019
Projected Revenue $452,255.00
Projected Expenses $825,575.00
Form 990s

2018 Form 990

2017 IRS Form 990

2016 IRS Form 990

2015 IRS Form 990

2014 Form 990

2013 Form 990

2012 Form 990

Audit Documents

2018 Financal Statement

2017 Financial Statement

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $743,842 $612,694 $563,402
Total Expenses $662,081 $635,925 $648,688

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$352,156 $107,139 $257,551
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- $0
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $80,682 $76,733 $10,230
Investment Income, Net of Losses $216,175 $154,380 $146,400
Membership Dues $10,062 $13,013 $11,321
Special Events $84,767 $78,538 $68,726
Revenue In-Kind -- $182,891 $189,850
Other -- -- $448

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $421,297 $395,128 $410,436
Administration Expense $126,198 $121,079 $126,589
Fundraising Expense $114,586 $119,718 $111,663
Payments to Affiliates -- -- $5,330
Total Revenue/Total Expenses 1.12 0.96 0.87
Program Expense/Total Expenses 64% 62% 63%
Fundraising Expense/Contributed Revenue 26% 64% 34%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $3,611,795 $3,584,850 $3,568,018
Current Assets $370,403 $426,731 $379,381
Long-Term Liabilities -- -- $0
Current Liabilities $19,164 $19,101 $21,255
Total Net Assets $3,592,631 $3,565,749 $3,546,763

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 19.33 22.34 17.85

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy Percentage
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? No

CEO Comments

--

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.