september chapter meeting package
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8/11/2019 September Chapter Meeting Package
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8/11/2019 September Chapter Meeting Package
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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
Other Types of Expenses
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$
North Carolina A&T State University Alumni Assoc. Inc., WDC Chapter
Financial Report
July 2014
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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
Other Types of Expenses
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$
North Carolina A&T State University Alumni Assoc. Inc., WDC Chapter
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
i A s s o c i a t i o n , I n c
D C C h a p t e r
R e b u
i l d F i n a n c i a l R e p o r t
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2 0 1 4
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I n c o m e
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. 5 7
T o t a l I n t e r e s t I n c o m e
0
. 5 7
O t h e r I n c o m e
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. 0 0
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. 0 0
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. 5 7
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T o t a l I n c o m e A v a i l a b l e
1 3 , 3 1 4
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E x p e n s e
O t h e r E x p e n s e s
T o t a l O t h e r E x p e n s e s
T o t a l M o n t h l y E x p e n s e
$
N e t O r d i n a r y I n c o m e
1 3 , 3 1 4
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E N D I N G B A L A N C E J U L Y 3 1 ,
2 0 1 4
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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
D C C h a p
t e r
R e b u i l d F i n a n c i a l R e p o r t
A u g u s t 2 0 1 4
B E G I N N I N G B A L A N C E A U G U S T 1 ,
2 0 1 4
1 3 , 3 1 4 . 4
6
$
I n c o m e
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A u g u s t
I n t e r e s t R e c e i p t
0 . 5
7
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r e s t I n c o m e
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o m e
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e r I n c o m e
D o n a t i o n
I n c o m e
I n d i v i d u a l D o n a t i o n
E l e c t r o n i c a l l y ( M a y )
1 , 1
4 1 . 3
8
I n d i v i d u a l D o n a t i o n
T r a d i t i o n a l l y
1 0 0 . 0
0
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a t i o n I n c o m e
1 , 2
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T o t a l M o n t
h l y I n c o m e
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T o t a l I n c o m e
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1 4 , 5 5 6 . 4 1
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E x p e n s e
O t h e r E x p
e n s e s
T o t a l O t h
e r E x p e n s e s
T o t a l M o n t
h l y E x p e n s e
$
N e t O r d i n a r y
I n c o m e
1 4 , 5 5 6 . 4 1
$
E N D I N G B A L A N
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2 0 1 4
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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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
Title: First Vice President
Jennifer Hill ‘10/’11MS
Title: Second Vice President
Kassidy Johnson ‘[email protected]
Title: Recording Secretary
Shara Chambliss ‘[email protected]
Title: Treasurer
Dina Brown ‘01
Title: Chairman, Board of Directors
Dr. James Lanier ‘69
Title: Corresponding Secretary
Sydney Stinson ‘06
Title: Chaplain
Rury Grisham ‘06
Title: Reporter
Kendra Arrington ‘08
Title: Parliamentarian
Lawrence Wills ‘06
Title: Sergeant at Arms
Michael Long ‘[email protected]
Title: Immediate Past President
Kristen Rutledge ‘[email protected]
2013-15 Committee Chairs
Membership
Sydney Stinson ’06
Mike Long ’08 (Co-Chair)
Aggie House Board of Directors
Dr. Jim Lanier ’69
Brandon Cyrus ’10 (BOD Treasurer)
[email protected] Social, Recreation &
Community Service
Aryn Bussey ’09
Benevolence
Angie Brice ’49
Public Relations
Kendra Barnes ’08
Scholarship
Jennifer Hill ’10/’11MS
Student Recruitment
Brieka Gibbs ’03
Rebuild! the Aggie House
(Special Committee/BOD)
William Lash ’01
[email protected] Constitution and By-Laws
Lawrence Wills ’06
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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