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.
Keller, Marie (Bea)
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 firstname.lastname@example.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.
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.
The branch financial report, and the proposed budget for FY14, have been prepared:
The following projects have affected the finances since July 1:
- The Wake County group raised $120 to fund a $100 contribution to the Wake County League of Women Voters for an online voter guide for the 2013 school board elections. The extra $20 will be re-characterized as a contribution to the branch and moved to the main account before the year-end report is prepared.
- Eight members contributed $5 each to the branch purchase of name badges. The branch picked up the remainder of the cost as a marketing expense.
- Program funds have been spent to support a STEM event at UNC-Chapel Hill on March 22 (PearlHacks), and for support of the Vance-Granville Campus Action Grant project, where the branch is the AAUW contact.
Posted in News
Here’s the report on the branch finances for 7/1/2012 to 6/30/2013.
After about five years, the branch is on a solid financial basis, and able to fulfill the financial obligations.
One aspect of our finances that is different from other branches is that we maintain a separate account to fund local projects (which must have their income balance their expenses). The only “local group” (defined in our bylaws) to take advantage of this has been Wake County which both co-sponsored a League of Women Voters event and was the fiscal agent for the Wake County Women’s Agenda Assembly. Details of the Wake WAA finances (including a donation to NC Women United, the statewide sponsor of the Agenda Assemblies) are posted on their web site.
Members in other areas of the state — especially where there is no local branch — are welcome to contact email@example.com to learn more about the branch being a fiscal agent.
Posted in News
Tagged finance, programs
The branch financial report was prepared last fall and branch members Diane Schneider and Bonnie Will met with treasurer Lyndee Champion-Ivey to go over her records for 7/1/2011-6/30/2012 and verified that the report below accurately represents the branch finances.
The first page of that report is a summary that shows that for the year we had
- Income: 780.05 (other than pass through amounts)
- Expenses: 639.66
- Year end assets (cash): 835.73
- Year end membership credits: 1@$49
The report shows our major expenses are for membership recruitment and retention, and that we are living within our means even though our dues are only $5.
Posted in News
With an online vote in August the branch board approved the following budget for 2012-2013. Nancy Shoemaker presided. All other board members (Lyndee Champion Ivey, Mari Pino del Rosario, Grace Knechtel, Monique Stamps, Cheryl Waters-Tormey, and Carol Zellen) voted in favor of adopting this budget.
|Donations to the branch
Posted in News
Tagged finance, minutes
Here is the financial report that will be used in discussions of the 2012-2013 budget.
AAUW Tar Heel Branch Finances: May 5, 2012
Additional details are available from firstname.lastname@example.org
Posted in News
Here is the financial statement for the branch for the period 7/1/2011 – 1/31/2012:
The branch continues on a sound financial footing with total cash assets of nearly $800 . If you want more detailed inforamtion, please contact email@example.com.
Our debt ceiling discount program did not adversely affect the branch finances:
- Four people took advantage of the discounts, paying a total of $120
- The branch owed AAUW/AAUW NC a total of $240 for their national and state dues.
- However, the branch used two $49 credits from AAUW to partially cover the dues, and so used only $22 ($240-98-120) from the branch funds to keep those four people connected to AAUW.
Posted in News
A primary purpose of the AAUW Tar Heel Branch is to connect members to AAUW NC and AAUW — to provide a community for those who might not be members or who would join only the national organization.
With that in mind, we devote a large portion of our budget to membership discounts — funded both by discounts AAUW provides in connection with recruiting new members and by contributions to the branch. In our first two years, those discounts were used for new members. This year the board approved using some of the discounts for renewals as well. The following message was sent to primary members who had not renewed as of September 1. The board will evaluate this program and announce whether it will continue before the renewal notices are sent for 2012-2013.
Announcing Debt Ceiling Discounts
We realize that the economic situation has affected many of our members, and we also know that now, perhaps more than ever, an AAUW membership can be a lifeline to advocacy and other information that will affect women’s economic future. Therefore, the branch wants to do what it can to ensure that our members stay connected to AAUW.
If renewing at the full $65 will hit your personal debt ceiling, the branch will accept less than full dues for 2011-2012. If you can, we recommend that you pay at least $40 so that the branch can continue its other programs, but we will accept as little as $20 and get you renewed through 6/30/2012. For any students for whom $17 is too much, we recommend $10 and will accept $5.
To renew under this plan, please make your check payable to “AAUW Tar Heel Branch” and send it with a note referencing “Debt Ceiling Discount” to the address in our contacts.
NOTE: Renewing under this plan means that you do find your AAUW membership valuable and worth the usual amount, but that amount just isn’t realistic for you this year. If AAUW just isn’t for you, we wish you well and understand your decision to drop your membership.
Here is the report on the branch finances for 7/1/2010 – 6/30/2011:
AAUW Tar Heel Branch FY2011
We had a positive cash flow for the year, grew from 61 to 109 members over the year, and saw 90% of the 2009-2010 members renew for this year.
Donations to the branch increased to $323.87 (from $173.79 from individuals in FY10), with 11 members making contributions. [This is in addition to the amounts that members send to AAUW Funds and AAUW of North Carolina.]
We enter our third full year on a sound financial footing, with a budget that plans to devote financial resources to advancing the mission.
Note: The report was updated on August 12 to clarify the status of the membership credits at the beginning and end of the year. We earned two credits in 2009-2010 (shown as $98 restricted asset on 6/30/2010 and corresponds to the $98 credits cashed during the year). We have earned five credits (two that must be used for new members) during 2010-2011. This will have an effect on the FY12 budget which was based on an assumption of three credits.)
Posted in News