Finances

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Revision as of 00:00, 31 May 2012 by JoshW (talk | contribs)
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We need to make sure all of our finances are in order. As such, we have scheduled a meeting with Lynne Chaimowitz

She requests

  1. Existing financial records
    • 2012 - We can provide access to Quickbooks Online
    • 2011 - Somewhere we have a basic breakdown of income, but not expenses
    • 2010 - Unknown
    • 2009 - Unknown

  2. Strategic documents that would be helpful in defining how we set up your accounting records
    • Income
      • Memberships
      • Classes / Workshops
      • Donations
      • Time on PCs (Starting June 1st)
    • Expenses
      • Rent
      • Utilities
      • Physical Space Improvements
      • Staff (Independent Contractors at the moment)
      • Tools
    • Fiscal Sponsorship
      • Provided by The School Factory
      • One donation of $1,000 in 2011? The School Factory takes 10%, we received $900.

  3. A list of skill sets and responsibilities that you and/or volunteers are in charge of
    • Jenn & Josh: Currently assign / categorize items into Quickbooks Online for General AHA Income
      • No accounting background.
    • Jess: currently updated Quickbooks Pro 2010 for Time on PC Income (Digital Ops)
      • No accounting background, but has been handling the Ops data entry for a few years now.


Our questions

  1. What forms should we be submitting to the:
    • City
    • State
    • Federal

  2. What payments should we be submitting to the:
    • City
    • State
    • Federal

  3. Should we have separate Bank Accounts for Gaming Center vs. Maker Income?

  4. Does out current QB Online process seem all right?


Information:


2011 Finance - Basic Generic Breakdown

Income	$20247.94
Expense	$17465.62
	
Inc: Memberships	$7016.28
Inc: Bright Futures	$9395
Inc: Donations  	$900
Inc: Unaccounted	$2936.66

Inc: SubTotal	$20247.94	
	

Exp: BF 2011	$7500     Bright Futures Classes (Independent Contractor Payouts)
Exp: Rent	$3150
Exp: Util	$1750
Exp: Unknown 2	$1410     (I believe these are from checks)
Exp: Improving  $1054.98  General Lowes, Meijer, Stadium Hardware purchases
Exp: Unknown	$652.34   Ask Josh to see AHA 2011 Google Doc for better breakdown)
Exp: Electronic	$496.61   Electronics - Sparkfun orders, Jameco, etc.
Exp: Insurance	$330.5
Exp: Donation	$258      GEMSI for Bilal
Exp: Web Host   $240      Slicehost
Exp: Food	$227.2    Food for volunteer events
Exp: Marketing	$192.85
Exp: Subscrip.  $180.45   Intuit, Amazon Prime, Events Manager for Web site
Exp: Gas	$22.39
	
Exp SubTotal	$17465.32