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District Budgets

District Budgets. The basics and beyond. Presented by: Anne Marie Logue, CPA Robert Hinske, CPA. What is a budget?. A systematic plan for the expenditure of a usually fixed resource, such as money or time, during a given period. Why Budget?.

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District Budgets

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  1. District Budgets The basics and beyond Presented by: Anne Marie Logue, CPA Robert Hinske, CPA

  2. What is a budget? A systematic plan for the expenditure of a usually fixed resource, such as money or time, during a given period

  3. Why Budget? • To determine funds needed to operate the District effectively • To keep spending on track • To prepare for a successful year • To maintain fiscal responsibility • To be accountable to our members

  4. How to start REVENUE- Calculate all sources of income • Dues from members • Convention/Conference fees from clubs • Convention/conference registration fees • Sponsorship income for Awards • Special events • Sale of inventory

  5. How to start (cont'd) • Officer & Directors Expenses • DP National Convention/Training Expenses • Travel costs • District Operation Costs • District Bulletin • Board meeting costs • Convention/conference costs • Insurance • Supplies/Postage • Committee Expenses Expenses – Calculate all expected costs

  6. Who is responsible? You and your District Board!! Treasurer/Finance Committee prepares from information provided by the Board and Committees. BOARD REVIEWS/APPROVES

  7. When is budget due? • Your District budget is prepared before the start of the fiscal year – July 1st. • Committees should provide expected costs • Conventions/Conferences for the year should be reviewed • Current year actual to budget should be reviewed • Board approves prior to the beginning of the fiscal year.

  8. So I come before you with a budget that is honest in its discussion of our challenges, creative in its possible solutions, compassionate in its commitment to our most vulnerable, and balanced on the bottom line. James H. DouglasSo I come before you with a budget that is honest in its discussion of our challenges, creative in its possible solutions, compassionate in its commitment to our most vulnerable, and balanced on the bottom line. James H. Douglas

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