Report of the Treasurer

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Presentation transcript:

Report of the Treasurer By Jack Householder AIDC 100 Annual Meeting Las Vegas September 27, 2011

AIDC 100 Financial Protection No Investment in Bank Stocks, etc. Assets Held in Cash or Cash Equivalent Consideration Given to Alternatives No Recommendations Make Sense $235K endowment includes $61K unrealized principle subject to market fluxuations

Current Account Balances Oct. 2005 $11,499 Oct. 2006 $17,664 Oct. 2008 $35,671 Apr. 2009 $33,061 Nov. 2010 $36,327 Sep. 2011 as of Sept. 21st (*) $41,772 Checking $6,378.50 Money Market $34,834.95 PayPal $558.40 *Before Dinner and AIM Expo

Name Changes Since Nov. 2010 Wells Fargo (Wachovia) Account in (PA) PayPal Account – Linked Once Amt. > $1,000; Xfer to Bank Acct. AIDC 100 Members w/Access Sprague Ackley David Allais Bonney Shuman

AIDC Library $200K Endowment October 2004 $207K Endowment October 2005 $ 5K Current Expense Budget $235K endowment includes $61K unrealized principle subject to market fluxuations

Lifetime Membership Summary AIDC 100 Lifetime Membership Annual Summary 2005 2006 2007 2008 2009/2010/2011 3 8 5 7 Tina Barken Sprague Ackley Rich Bravman Mike Baur David Allais Chuck Biss Harry Clark Joe Dunlap Dan Engels David Collins Mike Lowry Rick Fox Jack Householder Bob Fox Chris Hook Mike Guillory Brian Marcel Pat King Mark Marriott Mike Hone Bjorn Passad Vick Verma Harry Knowles John Paxton Ynjiun Wang Glenn Spitz Kevin Sharp George Wright IV Rick Bushnell Bonney Shuman Totals Thru Sept. 2011 Are 30 Members ($22,500)

AIDC 100 Educational Focus 2010 Meeting Agenda Item Decision Made to Support OU AIDC TI $1,000 Payment Made to 2011 Program (2) AIDC 100 Members Donated Funds Thank You Received from Kevin Berisso Extended Report / Video Clip Provided Full Report to be Posted at Website

Report of the Treasurer By Jack Householder AIDC 100 Annual Meeting Las Vegas September 27, 2011