REPORT
of the
NSS SECRETARY/TREASURER
- Attachment E -
July 2005
OVERVIEW
During May the Societys Chief Accounting Officer, Dave Irving, and Stephanie Searles closed the books for the last fiscal year, 200405.
The Society has engaged an auditor in Alabama to prepare the tax return and an audited financial report.
The budget for FY 200506 was approved by the Board of Governors
The Society obtained a general liability policy for the new fiscal year from a different carrier for significantly less than the budgeted amount. It also renewed the fire policy on the office and has applied for Directors and Officers (D&O) coverage from a different carrier.
Certificates of additional insured were provided to the 2005 Convention Committee.
The 2004 Convention reported a loss of $3,680 which will be taken from the Convention Surplus Fund.
The Executive Committed allocated the 2005 Auction proceeds 75% Great X, 25% Education
CURRENT S/T DEPARTMENT MEMBERS AND AGENTS OF THE TREASURER
Stephanie Searles has returned to working almost full time performing NSS accounting and fiscal functions. Dave Irving helps Stephanie reconcile LedgerMaster accounting at the end of each month and develops fiscal reports. Kevin Smith serves as a consultant for our audit and tax return preparation effort. I lead all of the Departments efforts and participate in the above activities and more.
Secretary-Treasurer Ted Kayes
Chief Accounting Officer - David Irving (Finance Committee)
NSS Budget vacant (Finance Committee)
NSS Audit and Tax Return
Consultant Kevin Smith (Finance Committee)
NSS Restricted Funds Accounting vacant (Finance Committee)
NSS Operations Manger Stephanie Searles
Insurance Committee - Ted Kayes (Chairman)
Personal Property Committee vacant
NSS Grants Administrator Ted Kayes
2005 NSS Convention Treasurer
Lance Hopenwasser
2006 NSS Convention Treasurer Marla A. Pelowski
2007 NSS Convention Treasurer Jo Ellen Kimmel
NSS Convention Bank Account Reconciler Peggy Kesner
MCNP Cooperative Agreement
Treasurer - Rick Williams
MCNP Cooperative Agreement Bank Account Reconciler Marilyn
Walker
NCRC Financial Officer
Berta Kirchman [Bank Account Reconciler]
NCRC Eastern Region Financial Officer Doug Moore
NCRC Northeast Region Financial Officer John Evans
NCRC Central Region Financial Officer Anmar Mirza
NCRC Pacific Northwest Region Financial Officer John W.
Punches
NCRC South Central Region Financial Officer Tim Comer
NCRC Southwestern Region Financial Officer Bob Rogers
NCRC Western Region Financial Officer Mark Bowers
NSS News Advertising Treasurer
- Bert Ashbrook
NSS News Advertising Bank Account Reconciler vacant
Fine Arts Salon Treasurer
Wm Shrewberry
Fine Arts Salon Bank Account Reconciler Marian McConnell
Junior Speleological Society
Treasurer Rick Bowersox
Junior Speleological Society Bank Account Reconciler
Kristine Deveny
Corporate Bank Account
Reconciler Dave Irving
NSS Office Bank Account Reconciler Nancie Carrigan
Credit Card Account Reconciler Kristine Deveny
Payroll Bank Account Reconciler William Shrewsbury
Restricted Fund Accounts Reconciler vacant
FUTURE ACTIVITIES
Our priorities between now and the next Board meeting will be to file the Societys tax return, form 990, and assist in the preparation of an Audited financial statement.
Assist the Fund Raising committee in qualifying for the Combined Federal Campaign.(CFC)
In cooperation with the EVP, produce a mini annual report if it appears that the Society can qualify for the CFC.
Seek members to fill the vacant positions in the department.
Ted Kayes
NSS Secretary/Treasurer
6/6/05