District Governor Financial Report for the year
Description: District Governor Financial Report for the year ended 30 June 2017 RI requires that the DG reports on (A) Financial Results of the District for the year under review and (B) The DG Expense Allowance from Rotary International (A) Summarised
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slide1. District Governor Financial Report for the year ended 30 June 2017<br>
slide2. RI requires that the DG reports on (A) Financial Results of the District for the year under review and (B) The DG Expense Allowance from Rotary International<br>
slide3. (A) Summarised District 9370 Results for the year ended 30 June 2017<br>
slide4. Total Income Actual Budget
MEMBERSHIP FEES 681,505 721,500
SPONSORSHIP 23,000 22,000
INVESTMENT INCOME 73,134 30,000
Total Income 777,639 773,500
Less: Expenses 644,515 772,825
Surplus for the year 133,124 675<br>
slide5. Total Income (continued) BUDGETED MEMBERSHIP FEES of R721,500 per annum were calculated at a membership of
1850 @ R390.00 per member (prior year
R 370 per member)
Dues were calculated as follows:
District dues R325
Conference levy R 65
R390<br>
slide6. Expenditure Actual Budget
Travel, Accom & Expenses 63,219 117,000
Training & Seminars 215,939 179,275
District Administration 129,044 135,800
District Programmes 0 36,500
Membership Committee 0 10,000 Club Extension 4,200 30,000
Public Image & Comm Software 30,802 35,000
RI Conferences and Conventions 94,376 90,000
Rotary Foundation 1,435 10,000
Youth Services 5,500 9,000
District Conference 100,000 120,250
TOTAL EXPENDITURE 644,515 772,825<br>
slide7. (B) The DG Expense Allowance from Rotary International for the year ended 30 June 2017<br>
slide8. DG EXPENSE ALLOWANCE FROM ROTARY INTERNATIONAL 2016-17 Allowance Advanced (70 % ) R 365,803
Additional Claim R 4,758
Total Approved Expenses R 370,561<br>
slide9. DG EXPENSE ALLOWANCE FROM ROTARY INTERNATIONAL 2016-17 Expenditure
Travel +- 39,000 km R 201,394
(Budget 55,000 km - reduced by 3 week visit periods)
Accommodation R 56,484
Phone /Cell / Internet R 21,261
Tolls, Gifts, Meals, Certificates R 15,875
Stationery R 9,384
AG Training R 34,875
GETS R 23,308
Regalia, Ties and Scarves R 7,980
TOTAL R370,561<br>
slide10. EXPENSES REPAID TO DISTRICT FROM ALLOWANCE Included in the total funds received from RI was an amount of R 66,163 which related to
AG Training Expenses
Attendance at GETS (Governor Elect Training)
Theme Items (Regalia, Ties and Scarves)
This expenditure, paid initially by District, has been repaid to the District during the course of the 2017-18 financial year<br>
slide11. District Governor Financial Report for the year ended 30 June 2017 Approval of Delegates at Conference !!!<br>
slide12. Thank you for listening and for your support during my year in office
PDG Bruce Steele-Gray<br>
slide2. RI requires that the DG reports on (A) Financial Results of the District for the year under review and (B) The DG Expense Allowance from Rotary International<br>
slide3. (A) Summarised District 9370 Results for the year ended 30 June 2017<br>
slide4. Total Income Actual Budget
MEMBERSHIP FEES 681,505 721,500
SPONSORSHIP 23,000 22,000
INVESTMENT INCOME 73,134 30,000
Total Income 777,639 773,500
Less: Expenses 644,515 772,825
Surplus for the year 133,124 675<br>
slide5. Total Income (continued) BUDGETED MEMBERSHIP FEES of R721,500 per annum were calculated at a membership of
1850 @ R390.00 per member (prior year
R 370 per member)
Dues were calculated as follows:
District dues R325
Conference levy R 65
R390<br>
slide6. Expenditure Actual Budget
Travel, Accom & Expenses 63,219 117,000
Training & Seminars 215,939 179,275
District Administration 129,044 135,800
District Programmes 0 36,500
Membership Committee 0 10,000 Club Extension 4,200 30,000
Public Image & Comm Software 30,802 35,000
RI Conferences and Conventions 94,376 90,000
Rotary Foundation 1,435 10,000
Youth Services 5,500 9,000
District Conference 100,000 120,250
TOTAL EXPENDITURE 644,515 772,825<br>
slide7. (B) The DG Expense Allowance from Rotary International for the year ended 30 June 2017<br>
slide8. DG EXPENSE ALLOWANCE FROM ROTARY INTERNATIONAL 2016-17 Allowance Advanced (70 % ) R 365,803
Additional Claim R 4,758
Total Approved Expenses R 370,561<br>
slide9. DG EXPENSE ALLOWANCE FROM ROTARY INTERNATIONAL 2016-17 Expenditure
Travel +- 39,000 km R 201,394
(Budget 55,000 km - reduced by 3 week visit periods)
Accommodation R 56,484
Phone /Cell / Internet R 21,261
Tolls, Gifts, Meals, Certificates R 15,875
Stationery R 9,384
AG Training R 34,875
GETS R 23,308
Regalia, Ties and Scarves R 7,980
TOTAL R370,561<br>
slide10. EXPENSES REPAID TO DISTRICT FROM ALLOWANCE Included in the total funds received from RI was an amount of R 66,163 which related to
AG Training Expenses
Attendance at GETS (Governor Elect Training)
Theme Items (Regalia, Ties and Scarves)
This expenditure, paid initially by District, has been repaid to the District during the course of the 2017-18 financial year<br>
slide11. District Governor Financial Report for the year ended 30 June 2017 Approval of Delegates at Conference !!!<br>
slide12. Thank you for listening and for your support during my year in office
PDG Bruce Steele-Gray<br>