Tag Archives: finance

Here is the report on the branch finances for FY20, which ended 6/30/2020:

Here is the report on the branch finances for FY19, which ended 6/30/2019:

• AAUW Tar Heel Branch FY19 Final Report

Thanks to Janet Bunger for her review of this report and to the branch members who donated to AAUW or the branch (find that list in the report).

With the new AAUW emphasis on contributions to the AAUW Greatest Needs Fund, it may be instructive to look at the branch contributions to AAUW Funds over the last few years:

2018: $520
2017: $951
2016: $1421
2015: $1818

Some of this year’s drop can be attributed to a change in the way AAUW handles donations from dual members and the 2015 and 2016 years include special contributions as we, as AAUW NC, made special efforts to complete the Ann Chipley American Fellowship endowment.

If you have ideas on fundraising at the branch level, please do contact info@tarheel.aauwnc.org or any member of the board.

(See also 2018 details of donations by branch and reports for earlier years.)

Here is the report on the branch finances for FY18, which ended 6/30/2018:

• AAUW Tar Heel Branch Financial Report FY18
  Errata: Refs to FY18 in the Glossary on page 1 should by FY19 (2018-2019, the first year of $59 national dues).

We would like to thank those who contributed to AAUW with credit to the branch or directly to the branch between 7/1/2017 and 6/30/2018:

AAUW NC
Abell, Patsy
Atkinson, Judy
Blue, Thomas
D’Addario, Jean
Gallucci, Kathy
Harris, Nancy
Heath, Jacquelin
Hilton, Kathleen
Kirkwood, David
Marblestone, Ronni
Palmer, Virginia
Shoemaker, Cathy
Shoemaker, Nancy

As you can see from the FY17 final report, the July 1, 2017 balance was 1675.60.

The balance on March 13, 2018, is 1500.06, a difference of 175.54.

The cash flow statement shows income of 836 and expenses of 1011.54, again, a difference of 175.54.

Notes:

1. The amounts received as state and national dues totaled 571 and were forwarded to AAUW, along with a 35 contribution.
2. One major expense (297.85 total, 167.85 net) was for marketing – primarily booth rental and supplies for the Women AdvaNCe conference in November.  AAUW NC shared that expense and their reimbursement check for 130 was posted in March.
3. Another expense was dues waivers – a discount for one member, a Shape the Future membership for a conference attendee, and a student membership for a conference attendee.
4. AAUW NC made a donation to us because we had a representative at the AAUW national meeting in June. That money was forwarded (as a program expense) to the one person who was a primary member of the branch when she registered and was not receiving reimbursement from AAUW NC.

Note that #2 and #4 were discussed on the board email list, and #3 continues our policy of providing discounts to renewing primary members as well as using Shape the Future memberships as prizes as we collect names for a drawing at events like the conference. More volunteers to follow up on the names we collect would be valuable to improve the ROI of our marketing expenses.

Here is the report on the branch finances for FY17, which ended 6/30/2017:

• AAUW Tar Heel Branch Financial Report FY17

We would like to thank those members who contributed to AAUW with credit to the branch from 1/1/2016 to 6/30/2017 or to the branch between 7/1/2016 and 6/30/2017:

AAUW Greensboro
Adamson, Virginia
Atkinson, Karla
Blue, Thomas
Evans, Michelle
Gray, Diana
Hallman, Judith
Hamed, Martha
Harris, Nancy
Heath, Jaquelin
Hill, Joanne
Hoffler-Foushee, Mildred
Jennnings, Dana
Keller, Marie
Kirkwood, David
Knechtel, Grace
McGuire, Jean
Schickedantz, Mary Fran
Schneider, Diane
Shoemaker, Nancy
Shoemaker, Cathy
Shoemaker, Ruth
Van Order, Lill

Here is the finance report that will be distributed at the April 1 Annual meeting:

• April 1, 2017 Finance Report

For details on the FY16 report, including a list of donors to AAUW and the branch see

• Finance Report: 7/1/2015 – 6/30/2016

Here is the report on the branch finances for FY16, which ended 6/30/2016:

• AAUW Tar Heel Branch Financial Report FY16

We would like to thank those members who contributed to AAUW during 2015 or to the branch between 7/1/2015 and 6/30/2016:

Adamson, Virginia
Atkinson, Karla
Balsanek, Judy
Bernlohr, Doris
Champion Ivey, Lyndee
Evans, Michelle
Gallucci, Kathy
Groll, Marena
Hallman, Judith
Harris, Nancy
Heath, Jacquelin
Jennings, Dana
Kirkwood, David
Knechtel, Grace
Lawler, Mary Ann
Marblestone, Ronni
Novello, Caroline
Orrange, Pat
Shoemaker, Cathy
Shoemaker, Nancy
Shoemaker, Ruth
Van Order, Lillian

Here is the report on the branch finances for FY15, which ended 6/30/2015:

• AAUW Tar Heel Branch Financial Report FY15

We would like to thank those members who contributed to AAUW during 2014 or to the branch between 7/1/2014 and 6/30/2015:

Adamson, Virginia
Atkinson, Judy
Atkinson, Karla
Balsanek, Judy
Bernlohr, Doris
Champion Ivey, Lyndee
Evans, Michelle
Groll, Marena
Harris, Nancy
Heath, Jacquelin
Jennings, Dana
Kirkwood, David
Knechtel, Grace
Lawler, Mary Ann
Marblestone, Ronni
Novello, Caroline
Olive-Taylor, Rebecca
Pearre, Kathy
Shoemaker, Cathy
Shoemaker, Nancy
Shoemaker, Ruth
Stephenson, Martha
Van Order, Lillian
Whitworth, Christi

Thanks to Diane Schneider for preparing this interim report for 7/1/2014 – 2/28/2015.

• AAUW-THB Financial Report 2015