September Chapter Meeting Package

8/11/2019 September Chapter Meeting Package

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North Carolina A&T State University Alumni Assoc. Inc., WDC Chapter

Financial Report

June 2014

TD Bank Paypal Adjusted

Account Account Report

BEGINNING BALANCE JUNE 1, 2014 13,864.44$ 13,864.44$

Income

Other Types

of

Income

Change for Change ‐ House Operations Fund 9.48 9.48 18.96

Change for Change ‐ Washington, DC Chapter Scholarship ‐ Annual Fund 19.56 ‐ 19.56

Change for Change ‐ Rebuild! Project ‐ ‐ ‐

Rebuild! Project ‐ Raise the Roof Happy Hour ‐ 1,141.38 1,141.38

Alumni House Naming Opportunity ‐ Pamela Johnson 100.00 ‐ 100.00

Total Other Types of Income 129.04 1,279.90

Program Income

Annual Cookout Donations ‐ 62.16 62.16

Membership 184.92 209.67 394.59

Total Program Income 184.92 456.75

Total Monthly Income 313.96$ 1,736.65$

Total

Income

Available 14,178.40$

15,601.09$

Expense

Operations

Annual Cookout (TB Food) 550.98 ‐ 550.98

Annual Cookout (Gotta Go Now, LLC) 250.00 ‐ 250.00

Total Operations 800.98 800.98

Other Types of Expenses

Payments to Affiliates ‐ A&T Foundation (DC Scholarships) 2,500.00 ‐ 2,500.00

Payments to Affiliates ‐ A&T Foundation (RW) 100.00 ‐ 100.00

Transfer to the ReBuild Account ‐ April Rebuild! Project ‐ Naming Opportunity 100.00 ‐ 100.00

Transfer to the ReBuild Account ‐ May Rebuild! Project ‐ Naming Opportunity 100.00 ‐ 100.00

Transfer to the ReBuild Account ‐ May Rebuild! Project ‐ Change for Change 48.60 ‐ 48.60

Insurance ‐ Liability, D and O 218.00 ‐ 218.00

Total Other Types of Expenses 3,066.60 3,066.60

Utilities

PEPCO 72.38 ‐ 72.38

Verizon 113.81 ‐ 113.81

Washington Gas 86.66 ‐ 86.66

WSSC (Water Bill) 27.10 ‐ 27.10

Total Utilities 299.95 299.95

Total Monthly Expense 4,167.53$ 4,167.53$

Net Ordinary Income 10,010.87$ 11,433.56$

ENDING

BALANCE

JUNE

30,

2014 10,010.87$

11,433.56$

Outstanding Payments in Process

Payments to Affiliates ‐ A&T Foundation (RW ‐ Annual Fund) (100.00)

Deposit in Transit

June Paypal Balance 1,422.69

ENDING BALANCE Per Bank JUNE 30, 2014 10,010.87$ 1,422.69$ 10,110.87$

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BEGINNING

BALANCE

JULY

1,

2014 11,433.56$

Income

Other Types

of

Income

Alumni House Naming Opportunity ‐ Pamela Johnson 100.00

Total Other Types of Income 100.00

Total Monthly Income 100.00$

Total Income Available 11,533.56$

Payments to Affiliates ‐ A&T Foundation (DC Scholarships)

Expense


Insurance ‐ Liability, D and O 218.00

Total Other Types of Expenses 218.00

Operations

Senior Send

Off

(KR

Reimbursement) 70.67

Total Operations 70.67

Utilities

PEPCO 83.42

Verizon 112.94

Washington Gas 26.80

WSSC (Water Bill) 35.82

Total Utilities 258.98

Total Monthly Expense 547.65$

Net

Ordinary

Income 10,985.91$

ENDING

BALANCE

JULY

31,

2014 10,985.91$


Financial Report

July 2014

4



BEGINNING

BALANCE

AUGUST

1,

2014 10,985.91$

Income

Other Types

of

Income

Alumni House Naming Opportunity ‐ Pamela Johnson 25.00

Total Other Types of Income 25.00

Program Income

Membership 75.00

Total Program Income 75.00

Total Monthly Income 100.00$

Total

Income

Available 11,085.91$

Expense


Payments to

Affiliates

‐Transfer

to

WDC

Board

of

Directors

for

new

account

opening 1,141.38

Payments to Affiliates ‐ Transfer to WDC Board of Directors for new account opening 100.00

Insurance ‐ Liability, D and O 218.00

Total Other Types of Expenses 1,459.38

Utilities

PEPCO 79.56

Verizon 115.13

Washington Gas 17.14

WSSC (Water Bill) 35.82

Total Utilities 247.65

Total

Monthly

Expense 1,707.03$

Net

Ordinary

Income 9,378.88$

ENDING BALANCE AUGUST 31, 2014 9,378.88$


Financial Report

August 2014

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North Carolina A&T State University Alumni Assoc. Inc., WDC Rebuild

Financial Report

June 2014

BEGINNING BALANCE JUNE 1, 2014 10,669.78$

Income

Interest Income

June Interest Receipt 0.51

Total Interest Income 0.51

Other Income

Total Other Income ‐

Donation Income

50/50 Raffle 57.00

Blessing & Brag 38.00

Individual Donation ‐ Electronically (May) 200.00

Individual Donation

‐Traditionally 2,098.60

Total Donation Income 2,393.60

Total Monthly Income 2,394.11$

Total Income Available 13,063.89$

Expense

Other Expenses

Total Other Expenses ‐

Total Monthly Expense ‐$

Net Ordinary

Income 13,063.89$

ENDING BALANCE JUNE 30, 2014 13,063.89$

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N C A & T A l u m n

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N C A & T A l u m n i A s s o c i a t i o n , I n c

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E l e c t r o n i c a l l y ( M a y )

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T r a d i t i o n a l l y

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$

T o t a l I n c o m e

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$

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1 4 , 5 5 6 . 4 1

$

E N D I N G B A L A N

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1 4 , 5 5 6 . 4 1

$

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North Carolina A&T State University Alumni Assoc. Inc., WDC Board of Directors

Financial Report

July 2014

BEGINNING BAL ANCE JULY 1, 2014 $ 13,398.05

Total Monthly Income $ -

Total Income Available $ 13,398.05

Expense -Total Monthly Expense $ -

Net Ordinary Income $ 13,398.05

ENDING BALANCE JULY 31, 2014 $ 13,398.05

North Carolina A&T State University Alumni Assoc. Inc., WDC Board of Directors

Financial Report

August 2014

BEGINNING BALANCE AUGUST 1, 2014 $ 13,398.05

Total Monthly Income $ -

Total Income Available $ 13,398.05

Total Monthly Expense $ -

Net Ordinary Income $ 13,398.05

ENDING BALANCE AUGUST 31, 2014 $ 13,398.05

Annual Giving Committee [email protected]

Purpose of the Committee: This committee is responsible for raising individual and chapter donations whichwill be sent to North Carolina A&T State University. The chapter contribution will support the chapter’s

scholarship. During 2013-14 annual giving campaign we gave a total of $255,609 to the university through the

Annual Giving Campaign.

Annual Giv ing campaign goal for 2014-15 is $225,000. This is a conservative goal as we still are working to

encourage alumni to direct a portion of their donations directly to the chapter to support the Renovations

Project and local chapter priorities.

Progress to Date:

• 38 alumni and friends have donated $33,529.18 to the 2014-15 Annual Giving

campaign. Remember matters that you give, not how much you give.

• Kassidy Johnson ’09 kicked off a social-media driven “ 1891 Challenge” challenging allalumni to give $18.91 to A&T. Many other chapters and alumni groups have picked upon the challenge. Additionally, the SGA will be launching a similar challenge forHomecoming to develop student philanthropy.

• Remember all gifts to the university are tax deductible. Consider donating to A&T aspart of your total charitable donations plan. Areas of priority include: Alumni AssociationOperations, National Alumni Scholars Program, Washington, DC ChapterScholarship & Athletics. Please designate your gif ts for maximum impact.

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mailto:[email protected]





Washington, DC Alumni ChapterCombined Programming and Operations Budget Proposal Summary

Expenses ProjectedReceipts

ProjectedNet Receipts

1000 (BOD) House Utili ties 12,050 - (12,050)

1100 (BOD) Taxes 10,400 - (10,400)

1200 (BOD) Chapter Gala 12,000 20,000 8,000

1220 (BOD) Rebuild ! 13,000 26,064 13,064

1300 (BOD) House Revenues - 4,500 4,500

1400 (BOD) Housekeeping /Hospi talit y 500 - (500)

2000 Chapter Programming 4,850 6,450 1,600

3000 Chapter Commi ttees 20,350 22,250 1,900

Budget Totals Expenses:$73,150

Revenues:$79,264

Projected Profit:$6,114

• Budget Organization

o The budget in this format pulls out the 1000 series into its own spreadsheet as it relates to funds

appropriated to the Board of Directors. Note: The chapter has established separate bank accounts for the Board of Directors and the

Rebuild Project. Financial Statements for the BOD and Rebuild are presented by the treasurer o

the Board of Directors.

o The 2000 and 3000 series are the chapter’s programming budget line items. The revenue fo

membership is reflected in the 3000 series.

• Budget Development

o The budget reviewed historical expenses and receipts from the chapter over the last 5 years.

o The expense and projected receipts are very conservative in nature. In reviewing previous

budgets, many budgeted expenses for programming were provided through in-kind donations

by our alumni and donors.

o 3204 Scholarship Award & Payment is a pass-through. We expect to award $10,000 in

scholarships for FY15. The chapter contributed through annual giving in FY14 $2,600 with the

balance coming from our scholarship account with the alumni association. This account is

funded through donors who designate the Washington, DC Chapter Scholarship in donations to

the A&T Foundation.

• Budget Action Items

o We need members! Our budget includes revenue from 150 paid members in 2014-15

Revenue from membership is how we are able to finance our chapter programming.

o The Rebuild Project’s house renovation series (1220) reflects the carry-over and a change to a

roof repair based on current situations. The Rebuild committee can comment additionally on the change from a complete replacement to

a repair in the interim.

A more detailed report will be available at the Aggie Construction Fair on Saturday September 13

2014 at the Aggie House.

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Budget*Budgeted

Receipts$47,950.00 $50,563.83

1000 House Utilities $12,050.00 -1100 Taxes $10,400.00 -

1200 Rebu ild! - Renovat ions Pro ject $25,000.00 $46,063.831300 House Revenues* - 4,500.001400 Housekeeping/Hospitality $500.00 -

Budget14-15

Projected Revenue10001001 DC Water 350.001002 Washington Gas 2,600.001003 Telecom 400.001004 PEPCO (Electricity) 1,100.001005 Insurance 2,600.001007 House Repair & Contingency 5,000.00

Subtotal 12,050.00 -

1100 DC Government

1101Property Taxes(Office of Tax and Revenue)

9,900.00 -

1102 Corporation Paperwork (DCRA) 500.00Subtotal 10,400.00

1200120X1201 Major Event Programming/Catering $9,000.00 -1202 Major Event Journal Publication $3,000.001203 Major Event Ads $0.00 5,000.001204 Major Events Ticket Sales $0.00 15,000.001205 Major Event Misc. -

Section Subtotal $12,000.00 $20,000.00

1220X Rebuild Subcommittee1221 Phase 1 - Roof Repair* $12,000.00 -1222 Rebuild FY14 Carr y-Over $0.00 13,063.831223 Phase 1 FY15 - Donation $0.00 13,000.00

1234Chapter Meeting RelocationExpenses

$1,000.00

Section Subtotal $13,000.00 26063.83

Subtotal 25,000.00 $46,063.83

1300 House Revenues

1301

Transfer from Chapter Membership

($25) 3,750.001302 Rent from Tenant1303 Outside Organization Ren

1306Contribution from Aggie AthleticFoundation

750.00

Subtotal 4,500.00

14001401 Janitorial Supplies 250.00 -1402 Housekeeping/Hospitality Misc. 250.00 -

Subtotal 500

Rebuild! Renovations ProjectDC Chapter Major Event (April)

Housekeeping/Hospitality

House Operations

NC A&T Alumni AssociationWashington,DC Chapter Operational Budget

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Chapter Meeting Schedule

2014-15 Chapter Year

Friday September 5, 2014 @ Brookland Union

Friday October 10, 2014 @ Brookland UnionRescheduled due to Atlanta Classic Weekend

Chapter’s Founders Day: October 18, 1946 (68 years old)

Friday November 7, 2014 @ Brookland Union

Friday December 5, 2014 @ TBA Prince George’s County)

Prince George’s County Location

Friday January 9, 2015 @ TBA Virginia)

Northern Virginia LocationRescheduled due to the New Year’s Holiday

Announcement of Nominating Committee for Chapter Officers

Friday February 6, 2015 @ Brookland Union

Friday March 6, 2015 @ Brookland UnionReport of Nominating Committee for Chapter Officers

NC A&T’s 124th Founder’s Day Celebration (March 9, 1891)

Friday April 10, 2015 @ Brookland UnionRescheduled due to Good Friday

Speeches for 2015-17 Elections

Friday May 1, 2015 @ Brookland UnionChapter Elections

Friday June 5, 2015 @ Brookland UnionIntroduction of new chapter officers

Last Chapter Meeting for the 2014-15 Chapter Year

Sign-Up for updates from the DC Chapter at

http://news.wdc-ncatalumni.org/about-us/mailing-list/

Follow us on Twitter: @wdc_aggiealumni

Like us on Facebook: www.facebook.com/DCAggies

Adopted by Executive Council on 9/3/2014

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Chapter Officers

Title: Chapter President

Brandon Bellamy ‘08

[email protected]

Title: First Vice President

Jennifer Hill ‘10/’11MS

[email protected]

Title: Second Vice President

Kassidy Johnson ‘[email protected]

Title: Recording Secretary

Shara Chambliss ‘[email protected]

Title: Treasurer

Dina Brown ‘01

[email protected]

Title: Chairman, Board of Directors

Dr. James Lanier ‘69

[email protected]

Title: Corresponding Secretary

Sydney Stinson ‘06

[email protected]

Title: Chaplain

Rury Grisham ‘06

[email protected]

Title: Reporter

Kendra Arrington ‘08

[email protected]

Title: Parliamentarian

Lawrence Wills ‘06

[email protected]

Title: Sergeant at Arms

Michael Long ‘[email protected]

Title: Immediate Past President

Kristen Rutledge ‘[email protected]

2013-15 Committee Chairs

Membership

Sydney Stinson ’06

[email protected]

Mike Long ’08 (Co-Chair)

[email protected]

Aggie House Board of Directors

Dr. Jim Lanier ’69

[email protected]

Brandon Cyrus ’10 (BOD Treasurer)

[email protected] Social, Recreation &

Community Service

Aryn Bussey ’09

[email protected]

Benevolence

Angie Brice ’49

[email protected]

Public Relations

Kendra Barnes ’08

[email protected]

Scholarship

Jennifer Hill ’10/’11MS

[email protected]

Student Recruitment

Brieka Gibbs ’03

[email protected]

Rebuild! the Aggie House

(Special Committee/BOD)

William Lash ’01

[email protected] Constitution and By-Laws

Lawrence Wills ’06

[email protected]

Vacant Committee Chairs: Budget, Audit, Annual Fund/Fundraising

Vacant Officers: Financial Secretary

Alma Mater

Verse I

Dear A&T, Dear A&T, a monument

indeed, Around thy base withgrateful hearts behold thy students

kneel. We bless the power that

gave thee birth to help us in our

need, We'll ever strive while here on

earth all loyalty to yield.

Refrain

With joy, with joy, dear A&T, thy

students turn from thee To spread

thy trophies year by year from Dare

to Cherokee.

Looking for a way to get

involved?

Contact the Committee Chairperson

to find out how you can become

engaged with the DC Chapter!

www.wdc-ncatalumni.org

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September Chapter Meeting Package

Documents

Transcript of September Chapter Meeting Package