Tag Archives: finance

Interim Financial Report – March 2018

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.

 

 

Branch financial report for 2016-2017

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

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

2017 annual meeting: finance report

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

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

Branch financial report for 2015-2016

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

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

 

Branch financial report for 2014-2015

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

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

 

Interim finance report – 2/28/2015

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

Financial Report – FY14

This is a (delayed) annual report on branch finances for the fiscal year 7/1/2013-6/30/2014

It shows the branch started the 2015 fiscal year in good financial shape, so if you have a project to recommend, write info@tarheel.aauwnc.org or join the branch action list (subscribe here) and pitch it to that group of folks who are interested in the nuts and bolts of running the branch, or contact one of the members of the branch board.

Thanks to those who made donations to the branch (6/30/2013-7/1/2014) or to AAUW (during 2013):

Abell, Patsy
Atkinson, Karla
Bernlohr, Doris
D’Addario Jean
Evans, Michelle
Gallucci, Kathy
Hallman, Judith
Heath, Jaquelin
Hill, Joanne
Imgrund, Janice
Jennings, Dana
Keller, Marie (Bea)
Kirkwood, David
Knechtel, Grace
Lambert, Naomi
Madden, Robbie
Maiz-Pena, Magdalena
McLaurin, Sandra
Mengert, Sue
Novello, Caroline
Pearre, Kathleen
Shoemaker, Nancy
Stephenson, Martha

Financial Report – March 2014

Here is the report on the branch finances as of 3/31/2014.

It shows the branch is in good financial shape, so if you have a project to recommend, write info@tarheel.aauwnc.org or join the branch action list (subscribe here) and pitch it to that group of folks who are interested in the nuts and bolts of running the branch.

Thanks to those who have made donations to the branch (since 6/30/2013) or to AAUW (during 2013):

Abell, Patsy
Atkinson, Karla
Bernlohr, Doris
D’Addario Jean
Evans, Michelle
Gallucci, Kathy
Hallman, Judith
Heath, Jaquelin
Hill, Joanne
Imgrund, Janice
Jennings, Dana
Keller, Marie (Bea)
Kirkwood, David
Knechtel, Grace
Lambert, Naomi
Madden, Robbie
Maiz-Pena, Magdalena
McLaurin, Sandra
Mengert, Sue
Novello, Caroline
Pearre, Kathleen
Shoemaker, Nancy
Stephenson, Martha

Thanks to our donors!

The following branch members made

  • A contribution to AAUW Funds during calendar year 2013 and credited to the Tar Heel Branch. (Total: $3295, highest in the state. Details on state 2013 contributions) and/or
  • A contribution to the branch between 7/1/2013 and today.

Abell, Patsy
Atkinson, Karla
Bernlohr, Doris
Gallucci, Kathy
Hallman, Judith
Imgrund, Janice
Jennings, Dana
Keller, Marie (Bea)
Kirkwood, David
Knechtel, Grace
Lambert, Naomi
Maiz-Pena, Magdalena
Novello, Caroline
Pearre, Kathleen
Shoemaker, Nancy
Stephenson, Martha

Special thanks to Dave Kirkwood, a member of the AAUW national board, whose contributions have been very significant in lifting the total and per capita figures for the branch.

If there are any errors, please write treasurer@tarheel.aauwnc.org.

Please note that you can easily include a donation to AAUW if you renew your membership online through www.aauw.org. If you renew through the branch, you can include extra in your check or use the donate link online. Just  tell us how you’d like the extra money allocated.

Board Action, March 2014

After discussion at the previous meeting, three documents were sent to the branch action list for review and comment:

  • Branch bylaws with mandatory changes (Feb. 25)
    Information on mandatory changes can be found at www.aauw.org. The board was asked to agree that the changes were mandatory or editorial, and so could be submitted to AAUW without a vote of the branch.
  • Branch policies with changes including formalizing the discount policy for financial hardship (Mar. 2)
    The substantive changes here were discussed on the last board conference call.
  • Branch budget for 2013-2014 (Mar. 9)
    This will guide branch spending until June 30, 2014. It is our intention to produce a 2014-2015 budget much earlier.

There were no additional issues raised about the documents, and so approval of all three was put to a vote of the branch board. Four of the seven board members voted to approve these documents.

Details of the vote are in the AAUW NC SurveyMonkey account.