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South Cove
Homeowners Association |
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Annual Budget FY 2002 |
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November 1, 2001 - October 31, 2002 |
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| Income |
FY 2001 |
|
Actual |
|
Difference |
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FY 2002 |
|
Notes |
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| Dues Income |
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| 99 - 2000 Dues |
$ 450 |
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$ 450 |
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$
- |
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|
Remainder of 1999-2000 Dues Not Yet Paid |
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| 2000-2001 Dues |
17,675 |
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17,150 |
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525 |
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525 |
|
Remainder of 2000-01 Dues Not Yet Paid |
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| 2001-2002 Dues |
32,450 |
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23,100 |
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9,350 |
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27,455 |
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FY 2002 Dues Collected |
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| 2002-2003 Dues |
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40,700 |
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22,595 |
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Remainder Due to meet Budget |
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| Total Dues |
50,575 |
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40,700 |
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50,575 |
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50,575 |
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Annual Budgeted Dues |
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| Interest Income |
1,500 |
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424 |
|
1,076 |
|
1,200 |
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From Checking and Money Market |
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| Other Income |
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- |
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From Tennis Court Keys |
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| Tennis Court Keys |
240 |
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160 |
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80 |
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140 |
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| Summer Tennis Income |
- |
|
1,590 |
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(1,590) |
|
1,400 |
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(see Expenses under Tennis) |
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| Total Income |
$
52,315 |
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$
42,873.76 |
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$
9,441 |
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$
53,315 |
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| Expenses |
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Expenses |
Fixed |
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Variable |
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Total |
| Grounds |
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Grounds |
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| Beach |
$
1,000 |
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$ 513 |
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$
487 |
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$
1,000 |
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Clean-up in Spring |
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Beach |
$
1,000 |
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| Entrances |
1,800 |
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1,786 |
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14 |
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2,000 |
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Landscaping on SE 44th Way |
Entrances |
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$
2,000 |
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| Fertilizer |
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|
1,722 |
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(1,722) |
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1,700 |
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Fertilizer |
1,700 |
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| Grounds Other |
450 |
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490 |
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(40) |
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500 |
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Misc Upkeep Items |
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Grounds Other |
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|
500 |
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| Irrigation |
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|
671 |
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(671) |
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500 |
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Misc Upkeep Items |
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Irrigation |
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500 |
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| Mailbox Stands |
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281 |
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(281) |
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500 |
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Misc Upkeep Items |
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Mailbox Stands |
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500 |
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| Maintenance - Park |
23,800 |
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21,958 |
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1,842 |
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22,800 |
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Park Maintenance |
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Maintenance |
22,800 |
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| Culdesac Island Cleanup |
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1,120 |
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One time Cleanup charge |
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Culdesac Cleanup |
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1,120 |
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| Maintanance - Culdesacs |
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2,760 |
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Maintain Islands with Park |
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Culdesac
Maintenance |
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2,760 |
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| Paths |
5,200 |
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- |
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5,200 |
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Paths |
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- |
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| Playground |
2,000 |
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2,000 |
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Playground |
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- |
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| Repairs |
500 |
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1,418 |
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(918) |
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500 |
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Signs, Mailboxes Etc |
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Repairs |
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500 |
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| Security Patrol |
2,650 |
|
800 |
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1,850 |
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Deleted from FY 2002 |
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Security Patrol |
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- |
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| Signs |
- |
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- |
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- |
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Signs |
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- |
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| Trees |
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7,616 |
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(7,616) |
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Trees |
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| Water |
3,000 |
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1,135 |
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1,865 |
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2,500 |
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Annual Water Bill |
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Water |
2,500 |
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| Total Grounds |
40,400 |
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38,388 |
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2,012 |
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35,880 |
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Total Grounds |
28,000 |
|
7,880 |
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$
35,880 |
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| Tennis Courts |
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Tennis Courts |
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| Keys |
- |
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- |
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Have a large supply |
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Keys |
-
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| Maintenance |
500 |
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132 |
|
368 |
|
500 |
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Maintenance |
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Maintenance |
500 |
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| Repairs |
500 |
|
782 |
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(282) |
|
800 |
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Repair Doors and Locks |
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Repairs |
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|
800 |
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| Summer tennis expenses |
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|
940 |
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(940) |
|
950 |
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Clinic Expenses |
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Summer tennis |
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|
950 |
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| Summer tennis refunds |
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198 |
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Clinic Refunds |
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Summer Tennis
Refunds |
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| Total Tennis Court |
1,000 |
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2,052 |
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(1,052) |
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2,250 |
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Total Tennis Courts |
500 |
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1,750 |
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$
2,250 |
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| Events |
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Events |
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| Easter |
600 |
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291 |
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309 |
|
400 |
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Food and Prizes |
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Easter |
400 |
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| 4th of July |
1,300 |
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1,688 |
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(388) |
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1,700 |
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Food, Clowns, etc |
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4th of July |
1,700 |
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| Garage Sale |
150 |
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98 |
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52 |
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150 |
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Signs and Advertising |
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Garage Sale |
150 |
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| Ice Cream Social |
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|
75 |
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(75) |
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75 |
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Ice Cream Social |
75 |
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| Total Events |
2,050 |
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2,152 |
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(102) |
# |
2,325 |
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Total Events |
2,325 |
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- |
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$
2,325 |
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| Communications |
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Communications |
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| Annual Meeting |
40 |
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40 |
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40 |
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Annual Meeting |
40 |
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| Box Rental |
60 |
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55 |
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5 |
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60 |
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P.O. Box |
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Box Rental |
60 |
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| Newsletter |
600 |
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388 |
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212 |
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600 |
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Qrtr and
Ann Newsletters |
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Newsletter |
600 |
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| Postage |
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|
104 |
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(104) |
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100 |
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Postage |
100 |
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| Website |
300 |
|
300 |
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- |
|
300 |
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Website
Hosting Services |
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Website |
300 |
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| Total Communications |
1,000 |
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847 |
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153 |
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1,100 |
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Total Communications |
1,100 |
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$
1,100 |
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| Insurance |
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Insurance |
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| Professional Liability
Insurance |
1,000 |
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1,215 |
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(215) |
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1,215 |
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Required Insurance |
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Directors |
1,215 |
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| Commercial Liability $1M |
2,038 |
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2,049 |
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(11) |
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2,049 |
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Libility Insurance $1M |
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Liability |
2,049 |
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| Commercial Umbrella $1M |
1,000 |
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1,000 |
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- |
|
1,000 |
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Liability Insurance Add'l $1M |
Umbrella |
1,000 |
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| Total Insurance |
4,038 |
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4,264 |
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(226) |
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4,264 |
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Total Insurance |
4,264 |
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$
4,264 |
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| Tax and Legal |
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Tax and Legal |
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| Tax Preparation |
350 |
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325 |
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25 |
|
350 |
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Annual Tax Return |
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Tax Preparation |
350 |
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| Legal Expenses |
250 |
|
546 |
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(296) |
|
3,000 |
|
Legal Expenses |
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Legal Expenses |
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3,000 |
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| Total Tax and Legal |
600 |
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871 |
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(271) |
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3,350 |
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Total Tax and Legal |
350 |
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3,000 |
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$
3,350 |
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| Treasurer |
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Treasurer |
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| Accounting expenses |
500 |
|
50 |
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|
500 |
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Accounting
Expenses |
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|
500 |
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| Computer Expenses |
50 |
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50 |
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50 |
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Software Updates |
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Computer Expenses |
50 |
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| Corporate Filing |
10 |
|
20 |
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(10) |
|
10 |
|
Annual Filing fee |
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Corporate Filing |
10 |
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| Dues Notices |
250 |
|
168 |
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82 |
|
250 |
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Postage and Printing |
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Dues Notices |
250 |
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| Supplies |
50 |
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|
50 |
|
50 |
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Paper etc |
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Supplies |
50 |
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| Total Treasurer |
860 |
|
238 |
|
622 |
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860 |
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Total Treasurer |
360 |
|
500 |
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$
860 |
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| Bank Charges |
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Bank Charges |
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- |
| Service Fee |
12 |
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8 |
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4 |
|
12 |
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Montlhy Service Fee |
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Service fees |
12 |
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| Other Bank Charges |
200 |
|
195 |
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- |
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Bank Setup Fee and Checks |
Other Bank
Charges |
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- |
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| Total Bank |
212 |
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203 |
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|
12 |
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Total Bank |
12 |
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- |
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$
12 |
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| Expenses |
$
50,160 |
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$
49,016.26 |
|
$ 1,135 |
|
$
50,041 |
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Total Expenses |
$36,911 |
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$
13,130 |
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$
50,041 |
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| Income Minus Liabilities |
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|
$
(6,143) |
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|
$
3,274 |
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| End of Yr FY 2001 Capital
Available |
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|
$
15,400 |
|
Unassigned at this time |
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| Reserves |
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|
$
(6,000) |
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| Available Funds |
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$ 12,674 |
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