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Assistance League of Capistrano Valley, Inc.

 P.O. Box 133
 San Juan Capistrano, CA 92693
[P] (949) 394-5794
[F] --
www.capistranovalley.assistanceleague.org
[email protected]
Lisa Mulato
FOUNDED: 1976
INCORPORATED: 1978
 Printable 1 Page Summary
 Printable Profile
Organization DBA ALCV
Former Names The Assistance Guild (1976)
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-3201899 00000

Summary


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Mission StatementMORE »

Assistance League volunteers transform the live of children and adults through community programs.

Mission Statement

Assistance League volunteers transform the live of children and adults through community programs.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $263,100.00
Projected Revenue $257,890.00

ProgramsMORE »

  • Hands on Literacy Program
  • Chapters for Children
  • Links to Learning
  • INSPIRE
  • 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 volunteers transform the live of children and adults through community programs.

Background Statement

Our organization was formed in 1977 as the Assistance Guild and in 1980 became a chapter of the National Assistance League.  Members work to run seven philanthropies. Operation School Bell  - Provides clothing to needy CUSD students, Chapters for Children - Provides clothing and infant supplies to Camp Pendleton Marine children, Links to Learning - provides grants to CUSD teachers for student enrichment activities, Scholarships for Military Families- Provides college or trade school scholarships to worthy high school graduates from military families,  Hands on Literacy - Provides reading materials and one-on-one ready assistance to CUSD classrooms, INSPIRE - provides grants to single parents who are earning degrees at Saddleback Community College.
The chapter has two auxiliaries. Las Felices is a senior organization with two important philanthropies. One is Hug A Bear. Through this program, children experiencing trauma is a stressful situation at local hospitals are provided a cuddly teddy bear. The other, Trauma Togs, provides a sweatsuit to patients who are in need of clothing upon leaving the emergency department of a local hospital. The Assisteens have teenage members who work alongside their mothers in many community projects. They serve cookies at a Marine beach party; they provide food baskets to deserving families at Thanksgiving; they help in community projects; they provide warm jackets to those in need; and many other projects during the year. 
The chapter has a thrift store, the Bargain Box, which is its main fundraiser. Members work shifts at the Bargain Box, Mondays through Saturdays. Occasionally during the year, members volunteer to keep the store open on Sundays. The members, along with one paid sorter, receive donations, price them, and set them in the store for customers to buy. Great care goes into the arrangement of the shop so that it looks attractive to customers. Compliments and words of appreciation are given by the customers who appreciate that so much loving care goes into the look of the shop. 
Members attend monthly meetings for enjoyment and friendship building but also to hear reports from committee chairpersons and from the Board. Members support the one fundraiser a year. This fundraiser has varied from an evening Casino Night, to a daytime luncheon at a spectacular home, to a holiday home tour. Additional revenue is generated from these events that supports the chapter's philanthropies. 

Impact Statement

ALCV Programs include Operation School Bell which annually provides new school clothing for children in need. In 2017-2018, Operation School Bell clothed 956 students in the Capistrano Unified School District with new school clothes.  Chapters for Children which encompasses our work on behalf of the Marine families stationed at Camp Pendleton. Chapters for Children provided outfits to 2005 children in military families with events 4 times a year.  Hands on Literacy, which sends members to schools to provide reading assistance for 151 elementary students with learning disabilities. Hands on Literacy also provided these students with 428 books to keep and read at home. Links to Learning, a grant program designed specifically to support the middle schools of the Capistrano Unified School District, provided 75 teacher grants of up to $500 each. These teacher grants helped improve the school curriculum of 16,452 students. Scholarships for Marine families provided 7 scholarships to graduating high school senior from Marine families. They used this money to apply to their college and/or trade school expenses. The chapter gave 3 scholarships of $4000 each to CalWorks students at Saddleback College. These students, with children, were fulfilling their college requirements so they could go ahead and improve their lives and the lives of their children.

For fiscal year ending May 2018, these programs have affected the lives of approximately 16,452 children and their families.


Needs Statement

There are many ways donors can help Assistance League of Orange County. Our biggest fundraiser is our thrift shop named the Bargain Box. The shop depends on donations and shoppers. Anyone wishing to donate to the shop is encouraged. In order to keep the thrift shop open, we depend on our members to work shifts, in the front of the shop helping customers, and in the back of the shop, sorting and pricing the donations. We are welcoming to new members who are interested in this kind of work.
We have a main fundraiser each year and are always seeking donations from local restaurants and places of interest. We would love to have monetary donors also. We have a Donor Board on our website that acknowledges donations to the chapter and to our fundraisers. 
The chapter also evaluates its philanthropies each year and how they line up with the needs in our community. 

CEO Statement

The Assistance League of Capistrano Valley is a chartered member of the National Assistance League. We serve the Capistrano Unified School District area of Southern Orange County. Last year our volunteers worked more than 22,000 service hours and we served about 14,000 needy children in the Capistrano Unified School District and assisted over 2,000 children of military families. 

Board Chair Statement

Our chapter is made up of wonderful, successful women who want to support their community by giving of their time and energy by helping the local children of Marine families and local school children in need.  

This past year in our INSPIRE program, in which we gave $24,000 in scholarships to brave women who left abusive relationships to go back to college to further their education so that their children will have a better life. 

Our challenge at this time is finding other giving, caring women who have 10 hours a month to give back.  We live in  a world where people are sometimes too busy working to support themselves and their families to take time out to help others,  but our organization can help those with little time find a way to do something to help others. We all work together and when we work together great things happen.   We are in need of the younger women, those in their 40s and 50s, who know technology firsthand.
 

Other Ways to Donate/Volunteer

There are volunteer opportunities at our thrift shop known as the Bargain Box, located on El Camino Real in San Clemente. Also, from time to time we have special events where we may need extra help.We are always looking for donations, either for our thrift shop or for our fundraising events. Monetary sponsors are welcome and will be listed on our Donors Board on our website. We have a grant committee who seek donations trhough the grant process.

Geographic Area Served

South Orange County
South Orange County
South Orange County

Assistance League of Capistrano Valley serves the communities in South Orange County. Our Links to Learning Program and our Operation School Bell Program serves the students in the Capistrano Unified School District. Links to Learning focuses on the middle schools in CUSD. Operation School Bell also serves students in the CUSD.
Our Chapters for Children Program comes to the Camp Pendleton Marine Base to distribute clothing to military students, infants, and toddlers whose families are stationed Camp Pendleton Marine Base. Our scholarships go out to students enrolled in CUSD high schools and at Saddleback College. Hands on Literacy volunteers go to the classrooms of CUSD students. The chapter provides services mainly to students in the following cities: San Clemente, Mission Viejo, Ladera Ranch, Dana Point, Laguna Niguel, and Aliso Viejo. 

Organization Categories

  1. Human Services - Children's and Youth Services
  2. Philanthropy,Voluntarism & Grantmaking Foundations - Fund Raising & Fund Distribution
  3. Public & Societal Benefit -

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Programs


Hands on Literacy Program

Although this is one of our smaller philanthropies in numbers served, it is one of the most powerful. Members are assigned to help students in special needs classrooms in the Capistrano Unified School District. The members meet one to one with students requiring more reading practice time in a quiet setting. Members spend 1 -3 hours working with students who rotate to them for one to one reading time. Twice a year, the members ask the teachers to select books to give the individual students. These books are purchased, gift wrapped and presented to each students who take the books home for keeps. Then they can practice at home and read to their parents. Last year 150 students were helped.
Budget  $3,000
Category  Philanthropy, Voluntarism & Grantmaking, General/Other Community Service
Population Served Children and Youth (0 - 19 years) Children and Youth (0 - 19 years) Children and Youth (0 - 19 years)
Program Short-Term Success  The students look forward to their special time each week. Being with a supportive person while practicing something that is difficult can lead to success. We tend to hope that our members working with these students is helpful.
Program Long-Term Success 
The teachers of the special needs students report that this one to one instruction helps the students develop more confidence in their reading and personally. The weekly visit are a highlight of the week. Long term success can be best measured by standardized testing, which the chapter does not have access too.
Also just knowing someone cares can be a long term success factor.
Program Success Monitored By  We are developing a survey to measure success.
Examples of Program Success  --

Chapters for Children

In conjunction with other area chapters we provide back-to-school clothing for children of enlisted rank Marine and Navy Families on Camp Pendleton (Marine Base). Singularly, we provide new clothing to Infants and Toddlers three times per year and otherwise provide assistance to Marine and Navy families, as allowed by our budget.
Budget  40,450
Category  Human Services, General/Other Services for Specific Populations
Population Served Children and Youth (0 - 19 years) Children and Youth (0 - 19 years) Other Named Groups
Program Short-Term Success 

Our short term success is noted that at the end of each event, more than 2,500 children of Marine and Navy members have at least 2 new sets of clothing and a box of new diapers/wipes, three times a year.  They all walk away feeling grateful for what we provide them.

At our joint Back to School Event (7 Assistance League Chapters work together.), preschool through high school students are provided with back-to-school clothing. They each received 2 tops, 2 bottoms, 1 jacket, set of socks, set of underwear, a shoe voucher, and school supplies. The chapters work together to make sure these students have new clothing to start out their school year.
Program Long-Term Success 

This is an ongoing program that provides clothing to the children of Marine and Navy families at Camp Pendleton.  As long as there are enlisted Marines and Sailors our program will be successful.

Program Success Monitored By 

Our method of  monitoring our success is the fact that each time we conduct this event (4 times/year) there are more and more families signing up to get clothing for their children.  We also gauge by the personal reactions and appreciation given during the events. This year, we are adding an "exiting" questionnaire. This focuses on our attempt to provide what the families really need. Members helping with the questionnaire will survey the families to find out if we are providing what they need and if we need to adjust to their needs.

Examples of Program Success 

We do not expect our clothing philanthropy to result anything more that to just assist the families in properly clothing their school age and infants/toddlers.  

Many of the families thank us for providing the new clothing and come back each time they are still assigned to Camp Pendleton. 

Links to Learning

Middle school teachers in the Capistrano Unified School District write grants that support innovative programs, experiences, and materials in their classrooms. All grants align with the district's curricular goals but give the students hands on experiences and innovative materials to use. Seventy five grants were awarded in 2017-18, and benefited the classroom experiences of 12,870 middle school students. The grants varied from $78 to $500. Assistance League of Capistrano Valley has a team of members who distribute information about the Links to Learning program to each of the 13 middle schools in the district and who also evaluate the grants and allocate the funds to the recipients.
Budget  $30,000
Category  Philanthropy, Voluntarism & Grantmaking, General/Other Community Service
Population Served Children and Youth (0 - 19 years) Children and Youth (0 - 19 years) Children and Youth (0 - 19 years)
Program Short-Term Success  In 2017-2018, the Links to Learning program provided 75 grants for a total of $30,000.  Grants varied from $78 to $500.
Program Long-Term Success  Program has been running since 1997 and this year we provided funding that served over 12,000 middle school students in the Capistrano Unified School District. Year after year, an abundance of middle school teachers apply for these grants. They are the teachers who want to go above and beyond the provided curriculum and to provide enriching experiences to their students. We feel that each year our support of these teachers makes a lasting effect of the students.
Program Success Monitored By 
Recipients are required to fill out an Evaluation and a Budget Report by a deadline for their grant. Failure to do so results in not being able to apply for a grant the following year.
The recipients were asked three questions about the success of the grants. For all three questions, the response was at least 95% SIGNIFICANT CHANGE: After your Links to Learning grant, please rank the observed change in classroom behavior, student confidence, and engagement with peers.
Examples of Program Success 
Every year the quality of the grants we received improves. Teachers who received grants in the past encourage their teammates to also apply. 
In their evaluations, teachers report improvement in Standarized Testing scores for their students.

INSPIRE

INSPIRE (Independence for Needy Single Parents Instilled via a Responsible Education) scholarship.  This program provides scholarships to local college students through a calWORKS program.
Budget  $12,600
Category  Education, General/Other Adult Education
Population Served Victims
Program Short-Term Success  The short-term success will be money to provide monetary support to help these students maintain the balance of being able to attend college while working long hours to support their children.
Program Long-Term Success  The purpose of this program is to help those students who have gone through domestic violence and are trying to start a new life by attending classes to receive a degree and provide a better life for their children. These students must be part of the CalWorks program, that monitors their dedication to getting their advanced degrees. These students must maintain attendance and grades to qualify to stay in the program. Getting monetary support from the ALCV chapter helps these students as they balance raising their children, maintaining a job, and successfully finishing their academic requirements.
Program Success Monitored By  We will be working with the local college counselors and track the progress of the students and their success.
Examples of Program Success  We have heard from prior students on how their life was before and after receiving funds to complete their education and help their children.

Operation School Bell

Operation School Bell (OSB) is our signature philanthropy. Working with the schools in the Capistrano Valley Unified School District we provide new school clothing for children in need. Over a period of three weeks in the fall, students and their families, with the assistance of our volunteers,  can select up to $65 (elementary) or $75 (middle school) worth of clothing at a local store. The past two years we have collaborated with Target. We also provide a $15 Payless Shoe store  shoe voucher and a personal hygiene kit. This year we are expanding the program to include high school students at San Juan Hills High school. Those students will be given a $105 allowance. 
Budget  $78,000
Category  Human Services, General/Other Children & Youth Services
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success  Due to the success of the program with the younger CUSD students we are expanding the program this spring to include high school students. Those students will receive $105 worth of clothing. Initially we are working with only one high school and upon completion of this pilot program we will evaluate the success and determine if we can further expand the pool of high school students. 
Program Long-Term Success  Our chapter has been running this program for 38 years  and it is welcomed by the schools that we serve. We see slight increases in attendance every year and currently we are serving about 900 to 1,000 students. We are confident in the success of this program as we hear from school counselors that the children who receive new clothing are happier in school and we believe that this results from increased self-esteem. 
Program Success Monitored By  Our success is measured by the number of schools and and students participating and as stated before we either hold steady or slightly increase the number of students we serve. In the past the number of participants  has been limited by our budget. However, we have added money to our budget and are now including high school students. We also took a survey of the this year's participants to ensure we are serving their needs. The survey results were very positive. 
Examples of Program Success  Assistance league chapters across the country run a school clothing program and every one of the chapters reports success and positive feedback from the community, the schools and especially the kids as they leave the event with big smiles and excitement to have new clothes of their own. 

Management


CEO/Executive Director Kathi Manuel
CEO Term Start June 2018
CEO Email [email protected]
CEO Experience
I have been a member of Assistance League of Capistrano Valley since 2013, and have served in various capacities.  I started as the Recording Secretary. Next I was the 2nd Vice President of Philanthropy, I just finished serving as President Elect and will step in as President in June of 2018. I have also co-chaired our Links to Learning grant program that gives grants to deserving middle school instructors in the Capistrano Unified School District. I have enjoyed serving in many different ALCV activities. I especially like our work on Camp Pendleton. Our chapter coordinates 4 activities a year on the base; one is a Back to School clothing event and the other three are for Infants and Toddlers. I have made many good friends, working side by side during fund raisers, serving customers at our Bargain Box Thrift Shop, and getting together at our monthly meetings.

Former CEOs and Terms

Name Start End
Carol Franklin June 2017 May 2018
Jan Jacobs June 2016 May 2017

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
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Collaborations

We collaborate with other chapters in Orange County to run the Chapters for Children Back to School event  at Camp Pendleton.
In 2018, we are partnering with local chapters to provide a Greater Orange County Networking Workshop. Eight other Assistance League chapters in Southern Orange County are involved.

Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 1
Number of Volunteers 278
Number of Contract Staff 0
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: --
Caucasian: 1
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 1
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan Under Development
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? Yes
CEO Formal Evaluation and Frequency N/A Annually
Senior Management Formal Evaluation and Frequency N/A N/A
Non Management Formal Evaluation and Frequency No N/A

Government Licenses

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CEO Comments

As a Chapter, we are working on bringing in younger, more computer-skilled members. We are also including a plan to maintain our main asset, The Bargain Box Thrift Shop, in San Clemente in our 5 year Strategic Plan.
Each year we have elections for our Elected Board and an Appointed Board is appointed. There are 13 Board positions and 19 appointed positions. Some of the appointed positions are the chairs of our philanthropies. There are many opportunities to demonstrate management skills. Most Board jobs can be for up to 2 years.
 

Foundation Comments

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Governance


Board Chair Kathi Manuel
Board Chair Company Affiliation President
Board Chair Term June 2018 - May 2019
Board Co-Chair Kathi Manuel
Board Co-Chair Company Affiliation President-Elect
Board Co-Chair Term June 2017 - May 2018

Board Members

Name Company Affiliations Status
Karen A DeNizio Bargain Box Chair Voting
Carol Franklin Parliamentarian Voting
MaryJo Hasty Strategic Planning Voting
Jan Jacobs Recording Secretary Voting
Kathi Manuel President Voting
Sarah Moore Assisteens Coordinator/Liaison Voting
Lisa Mulato VP Resource Development Voting
Denise O'Donnell Treasurer Voting
Jeanne Reiss Las Felices Rep NonVoting
Lillian Rigdon VP Membership Voting
Lillian Rigdon Strategic Planning Chair Voting
Carla Schumacher Assistant Treasurer Voting
Terri Uecker VP Philanthropy 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: 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 2
Board Term Limits 0
Board Meeting Attendance % 90%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 50%
Board Orientation Yes

CEO Comments

Our biggest challenge at the moment is gaining community visibility. We are looking to increase our marketing communications efforts next year with increased public relations, advertising and will be working to increase sponsor relationships. 

Foundation Comments

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Standing Committees

  • Advisory Board / Advisory Council

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 $282,017 $266,283 $279,424
Total Expenses $263,590 $245,707 $341,622

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$67,459 $28,750 $15,887
Government Contributions $2,600 $8,375 $5,000
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $2,600 $8,375 $5,000
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $211,915 $188,258 $15,959
Investment Income, Net of Losses $43 $48 $49
Membership Dues -- -- $0
Special Events -- $40,852 $29,679
Revenue In-Kind -- -- $0
Other -- -- $212,850

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $184,434 $160,490 $189,965
Administration Expense $31,964 $40,741 $79,787
Fundraising Expense $47,192 $44,476 $71,870
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 1.07 1.08 0.82
Program Expense/Total Expenses 70% 65% 56%
Fundraising Expense/Contributed Revenue 67% 57% 142%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $537,424 $528,755 $510,543
Current Assets $341,885 $347,552 $276,433
Long-Term Liabilities -- $1 $1
Current Liabilities $46,071 $58,267 $56,630
Total Net Assets $491,353 $470,487 $453,912

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 7.42 5.96 4.88

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose The Capital Campaign has several purposes: to keep the Bargain Box in good condition,  to pay for unexpected repairs, and to have money build up in a chapter account so that there is money in case of an emergency.
Campaign Goal --
Capital Campaign Dates Mar 2018 - May 2021
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

   For year 2018-2019 we are projecting $257,890 in revenues, $180,420 in Program expenses and $82,680 in support expenses. Our biggest challenge is making sure each year we secure enough donations  to fund our  philanthropies that require significant resources: OSB, Chapters for Children, INSPIRE, Links to Learning  and Scholarships for Military Families. Every year we require grants and donations to supplement the profit we make from our thrift shop. We are a small organization so manning the shop to the degree we need  make our income every year is also a big challenge. Currently, our thrift shop sales are our major form of revenue. 

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.