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It is the policy of Zone 33 RLI to maintain an organizational
transparency in its governance.
While Zone 33 Rotary Leadership Institute, Inc. is an
independent entity, it is composed of Member Districts of Rotary
International. Technically, each RLI is a Multi-District Project
of Rotary, which has its definition and responsibilities set
forth by Rotary International. Additionally, each Member District is is an
administrative grouping of Rotary Clubs belonging to Rotary
International. Rotary strives to keep its dealings transparent,
and so will Zone 33 RLI.
Most importantly, Rotarians follow The
Four Way Test of the things we think, say and do. The
transparency policy is consistent with The
Four Way Test.
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FY 2008-09 Data
Year-to-Date
Profit & Loss Statement for Fiscal Year ending
6/30/2009, as of 5/2/2009
Balance
Sheet as of May 2, 2009
Notes
1. The corporate fiscal year
ends June 30. Until 2008-09, the annual meeting occurred
before the close of the fiscal year.
2. Budget usually contains
costs for year end Faculty meeting in June. Meeting for 2009
has been moved to July, so it will fall into 2009-10 budget
year.
3. Major registration upgrade
costs of estimated $7,000 were deferred and are not
reflected in the P&L. |
FY 2008
Profit
& Loss Statement for Calendar Year 2008
Balance
Sheet as of December 31, 2008 Notes
1. Accounting was automated effective July 1,
2008 by Treasurer Mary Dean. For the calendar year accounting 2 different
reporting formats were consolidated, those from 200708 Treasurer Jack Porter
and those from Treasurer Dean. 2.
Major changes in Faculty reimbursement schedules accounted for a significant
portion of the deficit for this calendar year. |
FY
2007
Profit
& Loss Statement for Calendar Year 2007
Notes 1. Major A/V technology purchases were budgeted
at approximately $10,000, and then deferred, as the
Institute decided to concentrate on small group discussion
format instead of Powerpoint-led sessions. Funds were
carried forward for future technology
upgrades.
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