SIAM – Section on Intergovernmental

Administration and Management

 

 

Statement of Revenues, Expenses and

Changes In Fund Balance

For Fiscal Year Ending:

 

4/30/99

--------------

REVENUES

            Rebates                                                              10,008.00

            Meetings                                                                  472.34

            Workshops                                                                -0-

            Interest                                                             204.92

            Grants                                                                        -0-

            Other                                                                         -0-

  TOTAL REVENUES                                                $10,685.26

 

EXPENSES

            Personnel                                                                   -0-

            Printing/Duplicating                                                   434.32

            Postage                                                                    237.65

            Mailing Labels                                                           -0-

            Travel                                                                      316.00

            Section Meetings                                                        -0-

            Regional Meetings                                                      -0-

            National Conference                                             1,985.48

            Grants                                                                        -0-

            Awards                                                                    371.66

            Speakers                                                                    -0-

            State & Local Review (Journal)                             6,695.35 

            Miscellaneous (bank service charges)                          -0-

  TOTAL EXPENDITURES                                     $10,040.46

 

Revenue in Excess of Expenses                               $644.80

 

Fund Balance, Beginning of Year                             $7,841.55

 

 

Fund Balance, End of Year                                        $8,486.35


List of Accounts Payable/Accounts Receivable

for Fiscal Year 1998-99

(End of Year = 4/30/99)

 

 

 

 

Accounts Payable

Check #

Date

Amount

Identification

143

5/20/98

$463.41

‘98 National Conf.

144

5/22/98

39.59

Stone Awards

145

6/22/98

241.58

Stone Awards

146

7/13/98

2271.57

SLGR

147

9/25/98

2264.11

SLGR

150

2/20/99

2159.67

SLGR

151

3/1/99

300.00

‘99 National Conf.

152

3/29/99

21.00

’99 National Conf.

148

4/22/99

1449.98

Nat. Conf. Lunch

149

5/4/99

554.67

B.Cigler / Travel

153

5/4/99

150.15

Penn State /H’burg duplication/postage

154

5/4/99

151.63

F.Berry duplication Stone awards

Total

 

$10,067.28

 

 

 

 

 

 

 

 

Accounts Receivable

Source

Amount

Identification

ASPA Nat Conf.

$120

Lunch Reimbursement

ASPA

$2,664.00

1st quarter rebate

Vinson Instit.

247.34

Reimbursement – ’98 conf.

ASPA

2,340.00

2nd quarter rebate

ASPA

2,610.00

3rd quarter rebate

ASPA

2,394.00

4th quarter rebate

Wachovia FSB

180.79

Interest income

ASPA Nat Conf.

105.00

Lunch Reimbursement

 

Total                       $10,375.34
Section Financial Information

Fiscal Year 1998-1999

(Submit No Later Than 60 Days After Close of Fiscal Year)

 

SIAM -- Section on Intergovernmental Administration and Management

                         ------------------------------------------------------------------------------------

 

 

The attached financial reports were prepared by:

 

                   John Vocino,  Treasurer                            April 10, 1999

              ------------------------------------------           ------------------------------

                        Name/Title                                           Date

 

 

The attached financial reports were reviewed by:  (minimum of two)

 

                   SIAM Executive Committee                      April 11, 1999

               ------------------------------------------           -----------------------------

                   Section Member                                        Date

 

 

                   SIAM Membership                                   April 11, 1999

     ------------------------------------------       ------------------------------

                   Section Member                                        Date

 

 

 

 

 

The attached financial reports were approved by the Section Council and distributed to the section membership by:

 

            Francis Berry 1998-1999 Chair                        April 11, 1999

  ---------------------------------------------------                  ----------------------------

                   Name/Title                                                Date

 


Section Financial Information (continued)

 

 

SIAM -- Section on Intergovernmental Administration and Management

                                                            ------------------------------------

 

 

The section maintains checking, savings, and/or investment accounts at:

 

                   Wachovia, FSB

------------------------------------------------------------------------------------------------------------------

                   Banking Institution Name and Branch #

 

 

                   1101 King St.  Alexandria,  VA 22314

------------------------------------------------------------------------------------------------------------------

                   Banking Institution Address

 

 

                   ASPA/SIAM   #7500518980

------------------------------------------------------------------------------------------------------------------

                   Account Name and Number

 

 

                   #52-1473050

------------------------------------------------------------------------------------------------------------------

                   Tax ID # Used

 

 

 

 

Individuals with the authority to access the above account are:

 

 

                   John Vocino, Treasurer

-----------------------------------------------------------------------

                   Name/Title

 

 

 

----------------------------------------------------------------------

                   Signature

 

 


Section Financial Information (continued)

 

 

SIAM

------------------------------------

Section Name

 

 

Balance Sheet

Fiscal Year Ending:

 

                                                                        April 30, 1999

                                                            -------------------------------------

 

 

Please indicate if the section was on a cash basis or employed the accrual method of accounting during the fiscal year being reported:     CASH*

 

 

 

Assets

 

                   Cash                                                                                 $8,486.35

                   Investments                                                                             -0-

                   Accounts Receivable                                                          

                   Prepaid Expenses                                                                   -0-

                   Other Assets                                                                           -0-

 

                               Total Assets                                                        $8,486.35

 

 

Liabilities and Net Worth

 

                   Accounts Payable                                                                   -0-

                   Other Liabilities                                                                       -0-

 

 

                   Fund Balance                                                                    $8,486.35

 

                               Total Liabilities and Fund Balance                    $8,486.35