1. Sept 2017
doc.: IEEE r1
Sept 2017
Project: IEEE P Working Group for Wireless Personal Area Networks (WPANs)
Document number: 15-17/0502r1
Submission Title: Treasurer Report Sept Waikoloa
Date Submitted: 10 Sept 2017
Source: Benjamin A. Rolfe (BCA), Jon Rosdahl (Qualcomm)
Company: Blind Creek Associates, Qualcomm Technologies, Inc.
Address: PO Box 798 Los Gatos CA 95031
Voice: , blindcreek.com
Re: Joint / Treasury
Abstract: Treasurer report for the Joint /.15 Wireless funds.
See Also document # 11-17/1265
Purpose: Report to the WG
Notice: This document has been prepared to assist the IEEE P It is offered as a basis for discussion and is not binding on the contributing individual(s) or organization(s). The material in this document is subject to change in form and content after further study. The contributor(s) reserve(s) the right to add, amend or withdraw material contained herein.
Release: The contributor acknowledges and accepts that this contribution becomes the property of IEEE and may be made publicly available by P
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

2. Treasurer Report Sept 2017 - Waikoloa
doc.: IEEE r1
Sept 2017
Treasurer Report Sept Waikoloa
Date:
Authors:
Slide 2
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

3. Sept 2017
doc.: IEEE r1
Sept 2017
Abstract
September 2017 Treasurer report for the Joint /.15 Wireless funds Also reported in doc: 15-17/0502r1
Slide 3
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

4. Reconciled Balance Sheet
Sept 2017
doc.: IEEE r1
Sept 2017
Reconciled Balance Sheet
31 August 2017
Amount
ASSETS
Current Assets
Bank
/.15 CB Acct No
$ ,065.34
Total Bank
Total Current Assets
LIABILITIES & EQUITY
Equity
Retained Earnings
$ ,697.77
Net Income
$ ,367.57
Total Equity
Total LIABILITIES & EQUITY
2017 January Meeting has $2k for the Audit still pending
2017 May Meeting has $2k for Audit still pending.
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

5. Daejeon, May 2017 Budget Estimate
Sept 2017
doc.: IEEE r1
Sept 2017
Daejeon, May 2017 Budget Estimate
Draft Budget
Actual
INCOME
13-Jan
5-Apr
25-May
2.11 Registrations
$269,000.00
$154,700.00
$200,600.00
ETRI sponsorship
$30,000.00
$30,500.00
Total - Income
$299,000.00
$184,700.00
$231,100.00
EXPENSE
Venue
48,400
$44,703.85
Financial Fees
19,800
15,188
$14,969.00
Meeting Planner
56,900
45,900
$45,255.00
Food & Beverage
59,800
37,456
$42,940.00
Network Services
37,300
$30,613.05
Social
27,000
16,742
$17,550.00
Shipping
10,000
$10,000.00
4.18 Misc Expense
13,750
7,553
$7,402.50
Total - Expense
$272,950.00
$218,539.23
$213,433.40
Net Ordinary Income
$26,050.00
($33,839.23)
$17,666.60
Total Attendees
300
186
215
Cost per attendee
$909.83
$1,174.94
$992.71
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

6. Waikoloa, Sept. 2017 Budget Report
doc.: IEEE r1
Sept 2017
Waikoloa, Sept Budget Report
14 Jun
1 Sept
Income
Draft Budget
Registrations
$222,000.00
$182,800
Hotel Commissions
$ 4,500.00
4,500
Total - Income
$226,500
$187,300
Expense
Venue
$19,500
$23,460
Financial Fees
$11,100
$4,570
4.13 – Meeting Planner
$44,500
$40,110
Food & Beverage
$95,000
$93,000
Network Services
$39,600
$34,700
Social
$20,000
$21,500
Shipping
$10,000
$4,500
Misc Expense
$4,550
$3,400
Total - Expense
$244,250
$225,240
Net Ordinary Income
($17,750)
($37,940)
Total Attendees
300
270
Cost per attendee
$814.17
$834.22
Note: we budget conservately. The intent is to keep the meeting fees lower, by budgeting a net zero over all the interims over 2-3 years.
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

7. Historical Attendance
March 2011
doc.: IEEE /0204r0
Sept 2017
Historical Attendance
2009
355 – LA ($4,724 - $9,835)
344 – Montreal ($8,676 - $29,948)
500 – Hawaii ($16,793 - $17,330)
2010
428 – LA ($9,000 - $33,841)
426 - Beijing ($0)
384 – Hawaii ($1,161- $316)
2011
410 – LA ($13,378 - $29,080)
351 – Indian Wells ($9,128 – $20,536)
313 – Okinawa ($22,669 – $0)
2012
359 – Jacksonville ($16,398 - $30,931.52)
335 – Atlanta ($ $100.35)
314 – Indian Wells ($7, $ 15,480)
2013
356 – Vancouver ($15, $ 5,855)
337 – Hawaii ($10,533 - $12,227)
279 – Nanjing ($0- $7,475)
2014
426 – LA ($9, $2,082)
337 – Waikoloa ($8,940 - $13,949)
341 – Athens ($63,050 - $1,098)
2003
420 - Ft. Lauderdale ($47,287 - $42,118)
561 - DFW ($72,916 - $78,354)
491 - Singapore ($22,077 - $32,319)
2004
650 - Garden Grove ( $13, $82,735)
714 - Berlin ($25, $41,257)
2005
802 - Monterey ($11,858 - $63,183)
523 - Cairns (Australia) ($60,750 - $51,375)
759 - Garden Grove ($87,772 - $94,114)
2006
740 - Hawaii ($32,272)
564 - Jacksonville ($55,163)
350 - Melbourne ($38,855 - $23,184)
2007
478 - Montreal ($750 - $17,425)
439 - Hawaii ($28,200 - $17,720)
2008
361 - Taipei ($126,352 - $24,636)
402 - Jacksonville ($1,850 - $39,459)
379 – Hawaii ($13,343 - $8,557)
Historical Attendance:
Number attending the meeting (Initial Budget, final budget )
The numbers in red are a negative (loss), and the black are a positive
2004-January (Vancouver) and 2007 January (London) Interims were hosted by IEEE 802
– The IEEE 802 LMSC Treasury was used for accounting.
The Beijing and Okinawa meetings had a sponsor, and so were run on a net zero basis.
The Nanjing meeting had a sponsor, but we failed to include a site visit charge when settling with the Sponsor.
The Nanjing loss includes the site visit and a wire transfer finance charge.
Slide 7
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

8. Historical Attendance
March 2011
doc.: IEEE /0204r0
Sept 2017
Historical Attendance
2015
665 – Atlanta ($190, )1
357 – Vancouver ($6,323 - $14,667)
329 – Bangkok ($3, $18,102)
2016
698 – Atlanta ($33, )1
324 – Waikoloa ($22,740 - $13,887)
267 – Warsaw ($1,025 - $7,868)
2017
317 – Atlanta ($8,268 - $733.50)2
215 – Deajeon ($26,050.00, $5,322)
273 - Waikoloa ($17,750 , $37,940)
Historical Attendance:
Number attending the meeting (Initial Budget, Final budget )
The numbers in red are a negative (deficit), and the black are a positive (surplus)
Italic numbers are projected budgets
2015 January - Atlanta – 802 Hosted Interim – All 802 Groups attended except .16 and .22
– Net Zero to Treasury.
– Surplus Paid to IEEE 802 = $
– Surplus of $0.60 left in Wireless account.
2016 January - Atlanta – 802 Hosted Interim – All 802 Groups except .22
- Net Zero to Treasury.
- Surplus paid to IEEE 802 = $27,014.06
January Atlanta Buckhead –
- there was a significant penalty( $69,810) that was paid for changing from the Hyatt Regency to the Grand Hyatt which is not part of the budget, but does show on the Income Report.
1802 Hosted Interim
2Does not include penalty paid by HRA
Slide 8
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

9. 2017 Meeting Income Report Sept 2017 Sept 2017
doc.: IEEE r1
Sept 2017
2017 Meeting Income Report
Financial Row
2017 Misc
Atlanta, GA
Daejeon, Korea
Waikoloa, HI
Total
Amount
Ordinary Income/Expense
Income
Received from Corps
$0.00
$30,500.00
Registrations
$215,501.00
$200,600.00
$182,850.00
$598,951.00
Hotel Commissions
$24,462.74
IEEE CB Acct Interest
$1,454.64
Misc. Income
$69,810.00
Total - Income
$309,773.74
$231,100.00
$725,178.38
Expense
Deposit
$20,000.00
Venue
$9,630.90
$44,703.85
$54,334.75
Financial Fees
$6,763.20
$14,969.00
$5,724.37
$27,456.57
Meeting Planner
$45,710.87
$45,255.00
$110,965.87
Food & Beverage
$114,318.15
$42,940.00
$157,258.15
Network Services
$38,925.72
$30,613.05
$69,538.77
Social
$22,415.00
$17,550.00
$39,965.00
Shipping
$89.86
$3,159.50
$10,000.00
$13,249.36
Misc Expense
$1,060.00
$7,402.50
$8,462.50
Total - Expense
$241,983.34
$213,433.40
$45,724.37
$501,230.97
Net Ordinary Income
$1,364.78
$67,790.40
$17,666.60
$137,125.63
$223,947.41
2017 January Interim session - Miscellaneous Income is the penalty that the Hyatt Regency Atlanta paid for cancelling the meeting.
The meeting was relocated to the Grand Hyatt Atlanta in Buckhead.
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

10. 2016 Meeting Income Report Sept 2017 2016 2016-01 2016-05 2016-09
2016
Total
Misc.
Atlanta, GA
Waikoloa, HI
Warsaw, Poland
Amount
Ordinary Income/Expense
Income
Registrations
$0.00
$321,625.00
$235,050.00
$264,450.00
$821,125.00
Hotel Commissions
$65,445.12
$33,228.32
$98,673.44
IEEE CB Acct Interest
$1,640.57
Other Receipts
$1.00
Total - Income
$387,071.12
$268,278.32
$921,440.01
Expense
Meetings & Social Events Expense
$99,214.06
Site Survey
$416.38
Venue
$17,958.96
$19,850.88
$59,497.00
$97,306.84
Financial Fees
$11,601.61
$8,825.17
$18,423.00
$38,849.78
Meeting Planner
$78,555.59
$47,118.14
$43,853.00
$169,526.73
Food & Beverage
$87,189.96
$101,535.76
$67,757.00
$256,482.72
Network Services
$78,640.89
$40,776.81
$35,806.62
$155,224.32
Social
($636.40)
$24,090.47
$31,204.00
$54,658.07
Shipping
$13.46
$5,793.01
$6,923.06
$7,803.13
$20,532.66
Misc Expense
$8,337.06
$4,905.46
$7,980.50
$21,223.02
Total - Expense
$254,025.75
$272,324.25
$913,434.58
Net Ordinary Income
$1,627.11
$14,252.57
($7,874.25)
$8,005.43
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

11. 2015 Meeting Income Report Sept 2017 Sept 2017
doc.: IEEE r1
Sept 2017
2015 Meeting Income Report
2015
Total
Misc.
Atlanta, GA
Vancouver, Canada
Waikoloa, HI
Bangkok, Thailand
Dallas, TX
Amount
Ordinary Income/Expense
Income
Received from Foundations
$0.00
$7,754.00
Registrations
$377,350.00
$243,250.00
$309,400.00
$930,000.00
Hotel Commissions
$55,839.56
$9,095.10
$64,934.66
IEEE CB Interest
$974.56
Total - Income
$433,189.56
$252,345.10
$317,154.00
$1,003,663.22
Expense
Meetings Expense
$185,196.00
Site Survey
$1,867.43
$1,209.08
$3,076.51
Deposit
Venue
$54,999.48
$9,389.30
$84,001.00
$148,389.78
Financial Fees
$27,600.51
$17,398.04
$22,450.00
$67,448.55
Meeting Planner
$75,058.66
$52,270.74
$48,725.00
$176,054.40
Food & Beverage
$81,373.75
$93,491.26
$914.99
$83,405.00
$270.29
$259,455.29
Network Services
$50,873.54
$53,986.00
$104,859.54
Social
$9,015.95
Shipping
$1,511.30
$4,418.54
$5,929.84
Misc Expense
$7,449.26
$820.80
$2,959.02
$5,276.00
$16,505.08
Total - Expense
$433,188.96
$237,678.17
$3,874.01
$299,052.08
$975,930.94
Net Income
($892.87)
$0.60
$14,666.93
($3,874.01)
$18,101.92
($270.29)
$27,732.28
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)

12. 2014 Meeting Income Report Sept 2017 Sept 2017
doc.: IEEE r1
Sept 2017
2014 Meeting Income Report
CB Interest
Century City, CA
Waikoloa, HI
Athens, Greece
Total
Amount
Ordinary Income/Expense
Income
Registrations
$0.00
$294,150.00
$257,800.00
$337,050.00
$889,000.00
Hotel Commissions
$8,738.60
$7,666.92
$16,405.52
IEEE CB Account Interest
$898.58
Total - Income
$302,888.60
$265,466.92
$906,304.10
Expense
Site Survey
$2,339.14
Venue
$19,200.06
$17,505.03
$74,085.00
$110,790.09
Financial Fees
$19,396.46
$17,676.21
$25,215.85
$62,288.52
Meeting Planner
$51,061.35
$44,330.15
$50,379.00
$145,770.50
Food & Beverage
$129,456.46
$93,164.43
$125,851.00
$348,471.89
Network Services
$47,590.07
$43,254.69
$45,592.42
$136,437.18
Social
$33,673.00
$21,411.32
$55,084.32
Shipping
$3,576.33
$10,678.59
$9,547.23
$23,802.15
Misc Expense
$1,016.92
$1,158.30
$5,280.50
$7,455.72
Total - Expense
$304,970.65
$251,517.86
$335,951.00
$892,439.51
Net Income
($2,082.05)
$13,949.06
$1,099.00
$13,864.59
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)
Ben Rolfe (BCA); Jon Rosdahl (Qualcomm)