Financial Insights and Trends 2020-2021
Gain valuable insights into the financial performance of District Northwest from 2020 to 2021, including income, expenses, and investment outcomes. Explore the year-end balances, membership growth, and key financial highlights in this comprehensive report.
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Presentation Transcript
2020 FINANCIAL WRAP-UP Dec YTD 2020 Notes - - - Started 2020 at $93.5K Ended 202 at $117k After district expense positive $23k for the year after scholarship payout Made up $12k with investment in Q4 Market upswing benefits No significant financial impact from fall meeting OPENING BALANCE 93,474.83 DISTRICT INCOME DUES INCOME 8,481.00 INVESTMENT INCOME INTEREST UNREALIZED GAIN/(LOSS) REALIZED GAIN/(LOSS) INVESTMENT INCOME SUBTOTAL 2,038.73 11,125.19 1,084.02 14,247.94 - - - TOTAL DISTRICT INCOME 22,728.94 DISTRICT EXPENSES MEETING EXPENSES TAX & FILING FEES INSURANCE INVESTMENT FEES SCHOLARSHIPS OTHER EXPENSES TOTAL DISTRICT EXPENSES (6,150.00) 675.62 1,257.00 312.46 1,875.00 800.00 (1,229.92) NET PROFIT/(LOSS) 23,958.86 ENDING BALANCE 117,433.69
Financial 2021 YTD Financial 2021 YTD Jan 2021 Feb 2021 Mar 2021 Mar YTD 2021 OPENING BALANCE 117,433.69 117,890.64 118,546.93 117,433.69 DISTRICT INCOME DUES INCOME 820.00 1,005.00 580.00 2,405.00 INVESTMENT INCOME INTEREST UNREALIZED GAIN/(LOSS) REALIZED GAIN/(LOSS) INVESTMENT INCOME SUBTOTAL 80.54 (413.05) 0.00 (332.51) 76.30 58.88 215.72 (422.17) 1,711.95 1,505.50 1,021.45 0.00 1,097.75 (1,030.57) 1,711.95 740.26 TOTAL DISTRICT INCOME 487.49 2,102.75 1,320.26 3,910.50 DISTRICT EXPENSES MEETING EXPENSES INSURANCE INVESTMENT FEES TOTAL DISTRICT EXPENSES 0.00 0.00 30.54 30.54 140.00 1,276.00 30.46 1,446.46 0.00 0.00 30.76 30.76 140.00 1,276.00 91.76 1,507.76 NET PROFIT/(LOSS) 456.95 656.29 1,289.50 2,402.74 ENDING BALANCE 117,890.64 118,546.93 119,836.43 119,836.43 District Northwest District Northwest District Northwest District Northwest May 21 May 21st st 2021 May 21 May 21st st 2021 2021 2021
End of year balance tracker End of year balance tracker $140,000.0 $120,000.0 $100,000.0 $80,000.0 $60,000.0 $40,000.0 $20,000.0 $0.0 2015 2016 2017 2018 2019 2020 2021 District Northwest District Northwest May 21 May 21st st 2021 2021
District NW Membership 2015 District NW Membership 2015- -2021 2021 600 500 400 300 200 100 0 2015 2016 2017 2018 2019 2020 2021 District Northwest District Northwest May 21 May 21st st 2021 2021
