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Accountant’s Report
The Academy Accountant Daniel Jonker presented the budget, financial statements, and income/expenses in the meeting packet. The Central Office has a computerized program for the checks issued to generate a spreadsheet to the accountant who then reviews the record and reconciles the monthly bank statements. These are used to prepare the quarterly statement reports, reconcile the statements, and post them. If concerns arise, the accountant will call this to the attention of the Executive Board.
The accounting office also prepares the annual tax returns.
The Central Office assembles raw information on diskette, adjustments are made, and the proper coding entries are noted. This is sent to the accountant for auditing and review. Every year, codes are changed to better define the expenses, but this has resulted in some lack of consistency in comparison from year to year.
Judy Kozal and Dan Jonker are attempting to establish regular codes on their computers to synchronize better reporting and to define what are in those code categories in this modified accrual basis operation. The accrual system tries to pay, or at least credit, the income/expenses in the year they occur, regardless of the date when the bill comes in or the income paid in advance.
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It was noted that unspent funds from the previous year’s budget are not carried over to the next year, but that line item is budgeted separately for that year. Excess funds remaining after the fiscal year are returned to the general fund as income and rebudgeted.
President Roach noted that under his “management team” concept, the officers’ travel line item is for use in having other representatives from the Academy Executive Committee attend important functions in which the President cannot represent the Academy. This permits attendance at these significant events by an Executive Officer and still provides recognition of their worth to the international community.
Constitution and Bylaws Report
Chair Michael Perpich went over several housekeeping changes in the final draft of the Constitution and Bylaws as discussed at the San Francisco Board Meeting. All were approved on a motion by Mike Perpich, seconded by Howard Mark, and passed.
The Secretary General will have the updated version printed and placed on the Web site for downloading by members.
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Web Site
Mark Stanley submitted a report on the history of Web sites through the current year, along with our history of our involvement and the new updates he has instituted.
Our Web site is an ongoing project as the old material needs to be removed or updated, new material added to entice regular visitors, and a general appearance makeover to attract browsing. As the site is expanded, more PFA information is added. The savings in not publishing and mailing a PFA Membership Directory goes a long way to paying for the Web site entry; in addition, it is current daily. Forms and other information can be downloaded immediately at any time of day. This saves the expense of a staff member responding by mail during regular working hours in the workday week.
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The online calendar needs to be kept current. This will be mentioned at the Section Chair Caucus that the Chairs are responsible for feeding this information into the Central Office to be included on the Web site. The President will also send a letter to the Chairs informing them of this, to enhance their own Section attendance.
The Web site was determined by the Executive Committee to be placed under the Subcommittee of Communications, which consists of Secretary General Richard Kozal as Chairman, with members Editor James Brophy, Officers Michael Perpich and Howard Mark. |
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Behind the curved wall of “lower incisors” is the PFA Dental Museum
Recent media exposure for our museum
