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Overview of the Fiscal Year 2009 Financial Status for GLACURH and ADA Fund Management

This document provides a comprehensive review of the financial status for the Fiscal Year 2009, focusing on the GLACURH and ADA Fund management at Illinois Wesleyan University. It outlines the current assets, including the Technology Savings, Checking accounts, and Vanguard investments. Key insights reveal the reallocation of funds, the status of the ADA Fund, and plans for its future. With an immediate deposit plan and projected completions by GLACURH 2010, this overview addresses key budgetary concerns and answers questions regarding the ADA Fund's current situation.

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Overview of the Fiscal Year 2009 Financial Status for GLACURH and ADA Fund Management

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  1. Fiscal Year 2009 Bob Love GLACURH ADFA No-Frills 2008 Illinois Wesleyan University

  2. What we thought Current Assets Savings Account Technology Savings ADA Fund Checking Account NACURH Contingency

  3. What we have • Technology Savings • NACURH Contingency • Checking • Vanguard

  4. What is the current status • The savings account previously thought is the Technology Savings • The contingency is what is thought • Checking is stable • Vanguard was established this fall

  5. What was realized Looked through past budgets, recons, EOTY “The ISSUE”

  6. What about the ADA Fund • Never moved to another count • Reallocated to other line items in the budget • Current ADA fund

  7. What is the plan • $5,000 immediately put into account • $3,000+ from GLACURH 07 • None charged for this conference • GLACURH ’08, ’09 ($6,000+) • No-Frills ’09, ’10 ($1,200+) • ADA stops at $15,000 • Fund should be complete by GLACURH 2010!

  8. What do you want to know • Questions about the status of the ADA Fund? • Now to the budget!

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