ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMANAOAPAQARASATAUAVAWAXAYAZBABBBCBDBE
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FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25FY25 Bud. vs. FY24 Bud.FY25 Bud. vs. FY24 Act.
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ActualBudgetActualBudgetActualBudgetActualBudgetActualBudgetActualBudgetActualBudgetActualBudgetActual (7/29)BudgetBudget$ Var.% Var.$ Var.% Var.
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Ordinary Income/Expense
4
Income
5
4000 · Direct Contribution Revenue
6
4010 · Unrestricted Alumni Contrib.882,917.34950,000.00897,789.90950,000.00950,719.191,050,000.00978,521.131,050,000.001,069,254.351,050,000.001,091,426.521,050,000.001,182,737.211,150,000.001,186,316.561,200,000.001,059,563.181,200,000.001,200,000.000.000.0%140,436.8213.3%
7
4020 · Designated Alumni Contributions
35,475.0050,000.00179,554.0040,000.0075,362.0050,000.00206,750.0035,000.00393,894.6428,000.00323,697.3036,000.00257,538.0361,000.00104,305.38168,000.00389,750.7343,000.00111,000.0068,000.00158.1%-278,750.73-71.5%
8
4022 · Endowment Contributions550,027.13300,000.00509,775.00550,000.00313,500.00550,000.00259,609.58600,000.00236,824.13550,000.00390,694.04300,000.00318,395.85300,000.00155,500.00300,000.00294,000.00300,000.00300,000.000.000.0%6,000.002.0%
9
4025 · Pledges Received65,000.0050,000.00149,954.7575,000.00280,000.0050,000.00330,000.0050,000.00100,000.0050,000.0015,000.0050,000.00112,000.0085,000.00225,000.00100,000.005,000.00106,000.00100,000.00-6,000.00-5.7%95,000.001900.0%
10
4030 · Special Contributions550.000.002,000.00500.000.001,000.000.000.000.000.00399.850.000.000.000.000.000.000.0%0.000.0%
11
4040 · Corporate Matching Gifts55,081.2745,000.0053,181.1550,000.0055,884.1450,000.0033,586.1350,000.0035,145.2430,000.0031,593.0730,000.0025,149.8230,000.0028,459.8625,000.0026,132.2025,000.0020,000.00-5,000.00-20.0%-6,132.20-23.5%
12
4050 · Corporate Recruiting & Sponsors
62,900.0050,000.0063,935.0060,000.0077,041.1070,000.0079,000.0075,000.0078,267.6680,000.0041,250.0080,000.0016,700.0050,000.00100,981.2555,100.0015,050.0015,100.0030,000.0014,900.0098.7%14,950.0099.3%
13
4055 · Corporate Partnerships43,761.8137,500.0041,817.2045,000.0035,053.6940,000.0043,801.5040,000.0043,149.7745,000.0028,068.4345,000.003,557.235,250.003,524.115,500.00258.802,500.00300.00-2,200.00-88.0%41.2015.9%
14
4060 · Corporate Scholarships24,000.0012,000.0014,000.0012,000.0014,000.0012,000.0012,000.0012,000.0012,000.0012,000.0024,000.0012,000.000.0012,000.0012,000.000.000.000.000.000.000.0%0.000.0%
15
4070 · Annuities0.000.000.0048,277.0043,959.000.000.000.000.000.000.000.000.000.000.0%0.000.0%
16
4075 · Bequests127,420.940.00423,781.570.0029,308.320.0012,024.440.00792,392.690.00228,921.0135,000.00333,601.4710,000.00132,315.7010,000.00544,957.2920,000.0010,000.00-10,000.00-50.0%-534,957.29-98.2%
17
4085 · Stock25,191.355,000.0033,790.235,000.00114,576.2110,000.0016,168.290.0013,868.940.00130,503.6815,000.0016,682.2015,000.0022,666.7515,000.0036,005.8615,000.0017,500.002,500.0016.7%-18,505.86-51.4%
18
Total 4000 · Direct Contribution Revenue
1,872,324.841,499,500.002,369,578.801,787,500.001,945,444.651,883,000.002,019,738.071,912,000.002,818,756.421,845,000.002,305,154.051,653,000.002,266,761.661,718,250.001,971,069.611,878,600.002,370,718.061,726,600.001,788,800.0062,200.003.6%-581,918.06-24.5%
19
4100 · Donated Goods & Service Revenue
20
4110 · Donated Use of Facilities28,470.0028,500.0028,470.0028,500.0028,470.0028,470.0028,470.0028,470.0028,470.0028,470.0028,470.0028,470.0028,470.0028,470.0028,470.0028,470.000.0028,470.0028,470.000.000.0%28,470.000.0%
21
4120 · Gifts In-Kind-Goods & Services6,790.311,245.490.005,531.001,500.008,689.915,000.008,471.017,500.004,224.608,000.004,445.765,000.009,608.985,000.005,762.525,000.005,000.000.000.0%-762.52-13.2%
22
4130 · Gifts In-Kind-Fees0.00113.250.00260.97150.00225.50250.00138.25250.003.50200.0092.750.00188.50100.00175.00200.00200.000.000.0%25.0014.3%
23
Total 4100 · Donated Goods & Service Revenue
35,260.3128,500.0029,828.7428,500.0034,261.9730,120.0037,385.4133,720.0037,079.2636,220.0032,698.1036,670.0033,008.5133,470.0038,267.4833,570.005,937.5233,670.0033,670.000.000.0%27,732.48467.1%
24
4300 · Split-Interest Agree. Revenue
25
4310 · Fife Trust Contrib.41,545.32110,000.0041,203.3840,000.0056,408.3140,000.0070,309.4650,000.0041,576.0260,000.0026,443.0150,000.0090,216.8035,000.0083,779.6970,000.0061,339.2480,000.0070,000.00-10,000.00-12.5%8,660.7614.1%
26
4320 · Split-Interest Agreements-23,534.000.00-25,670.000.006,633.3320,000.0020,230.0020,000.00-1,801.000.00-9,208.0010,000.0023,398.0010,000.0011,741.0010,000.000.0010,000.0010,000.000.000.0%10,000.000.0%
27
Total 4300 · Split-Interest Agree. Revenue
18,011.32110,000.0015,533.3840,000.0063,041.6460,000.0090,539.4670,000.0039,775.0260,000.0017,235.0160,000.00113,614.8045,000.0095,520.6980,000.0061,339.2490,000.0080,000.00-10,000.00-11.1%18,660.7630.4%
28
4400 · Indirect Contributions Revenue
29
4410 · CFC/United Way Contributions5,736.425,000.004,632.165,000.00991.000.001,235.800.00652.080.00454.31500.00379.37500.00560.98500.00429.37500.00450.00-50.00-10.0%20.634.8%
30
4425 · Long-Term Pledge Discounts-3,384.570.00-4,086.42-3,000.00-45,251.41-1,000.00-61,077.11-5,000.003,220.24-5,000.0018,058.241,000.001,477.446,000.00-20,689.451,500.007,555.30-5,000.00-2,500.002,500.00-50.0%-10,055.30-133.1%
31
Total 4400 · Indirect Contributions Revenue
2,351.855,000.00545.742,000.00-44,260.41-1,000.00-59,841.31-5,000.003,872.32-5,000.0018,512.551,500.001,856.816,500.00-20,128.472,000.007,984.67-4,500.00-2,050.002,450.00-54.4%-10,034.67-125.7%
32
4500 · Gov't Grant Revenue
33
4510 · Agency Grants0.000.000.000.000.00185,700.000.00189,380.00186,000.000.000.000.000.000.000.0%0.000.0%
34
Total 4500 · Gov't Grant Revenue
0.000.000.000.000.00185,700.000.00189,380.00186,000.000.000.000.000.000.000.0%0.000.0%
35
5100 · Program-Related Revenue
36
5110 · Life Sub. Carry Charges0.00200.0025.00200.0095.00200.00150.00100.0070.00100.0035.00100.0025.00100.0030.00100.0010.00100.0025.00-75.00-75.0%15.00150.0%
37
5120 · Sub. Refunds, Over & Under Paid69.23200.00991.81200.00589.172,000.0017.00500.0080.50100.0081.75100.00239.75100.0069.00100.0069.76100.0050.00-50.00-50.0%-19.76-28.3%
38
5130 · Student Loan Int. & Penalties1,305.832,000.001,232.441,500.002,228.791,000.001,489.691,000.00775.681,000.00376.80400.000.00500.000.00500.000.00500.00500.000.000.0%500.000.0%
39
Total 5100 · Program-Related Revenue
1,375.062,400.002,249.251,900.002,912.963,200.001,656.691,600.00926.181,200.00493.55600.00264.75700.0099.00700.0079.76700.00575.00-125.00-17.9%495.24620.9%
40
5200 · Revenue from Dues & Fees
41
5210 · Initiation Fees (Regular)226,802.00218,000.00324,584.00313,500.00308,055.00325,000.00284,229.00339,900.00237,468.00321,750.00284,559.00313,500.00243,408.00330,000.00241,362.00297,000.00276,535.00297,000.00297,000.000.000.0%20,465.007.4%
42
5220 · Initiation Fees (Sigma Tau)46.00100.00116.00100.0033.00100.000.00100.0033.00100.0033.0066.0033.0033.0033.00165.0033.0033.0033.000.000.0%0.000.0%
43
5230 · Convention Assessments101,690.00101,000.0098,610.0098,610.0098,420.0098,420.0093,360.0093,000.0086,130.0088,000.000.0065,000.000.00100,000.00126,455.0090,000.00178,625.0090,000.0090,000.000.000.0%-88,625.00-49.6%
44
5240 · Chapter Fines850.002,000.00985.002,000.002,115.002,000.003,415.002,000.001,970.002,000.000.002,000.00180.002,000.00880.001,000.00300.002,000.00500.00-1,500.00-75.0%200.0066.7%
45
5250 · Chapter Installation Fees2,000.002,000.002,000.002,000.002,000.002,000.000.000.004,000.004,000.000.002,000.002,000.002,000.008,000.008,000.004,000.004,000.002,000.00-2,000.00-50.0%-2,000.00-50.0%
46
5260 · Alumni Chapter Dues & Fees2,030.002,000.002,215.002,000.002,310.002,000.002,250.002,000.002,350.002,300.002,500.002,250.002,350.002,250.002,500.002,350.002,500.002,500.002,500.000.000.0%0.000.0%
47
Total 5200 · Revenue from Dues & Fees
333,418.00325,100.00428,510.00418,210.00412,933.00429,520.00383,254.00437,000.00331,951.00418,150.00287,092.00384,816.00247,971.00436,283.00379,230.00398,515.00461,993.00395,533.00392,033.00-3,500.00-0.9%-69,960.00-15.1%
48
5300 · Revenue from Investments
49
5310 · Interest on Checking Accounts0.220.000.230.000.170.000.580.000.790.000.760.001.070.000.860.000.780.000.000.000.0%-0.78-100.0%
50
5320 · Earnings on Trust Funds1,104,350.57750,000.00631,945.09750,000.001,397,907.37600,000.002,790,322.231,225,000.001,337,416.371,270,000.001,627,750.801,280,000.003,063,952.661,360,000.001,832,163.211,435,000.001,437,095.241,471,000.001,505,000.0034,000.002.3%67,904.764.7%
51
5330 · Gain or Loss on Trust (Sales)136.64200.00-323.1450.00-1,782.79100.00-329.52100.00128.91100.00-1,330.40300.00-5.86250.00-102.58200.00-36.98200.00200.000.000.0%236.98-640.8%
52
5350 · Earnings on Non-Trust Accounts
799.080.001,548.85750.00170.95200.00235.55200.00242.79200.00248.08500.00185.80500.00176.65500.000.000.000.000.000.0%0.000.0%
53
Total 5300 · Revenue from Investments
1,105,286.51750,200.00633,171.03750,800.001,396,295.70600,300.002,790,228.841,225,300.001,337,788.861,270,300.001,626,669.241,280,800.003,064,133.671,360,750.001,832,238.141,435,700.001,437,059.041,471,200.001,505,200.0034,000.002.3%68,140.964.7%
54
5400 · Non-Inventory Sales Revenue
55
5410 · Individ. NI Insignia Sales6,794.107,500.009,010.407,000.0010,231.0010,000.009,940.7512,000.009,519.6510,500.004,657.9010,000.006,425.008,500.007,020.158,100.006,540.538,100.007,050.00-1,050.00-13.0%509.477.8%
56
5420 · Bent Monument Sales1,575.004,500.001,475.004,500.006,550.003,000.003,915.003,600.001,875.004,500.005,102.004,000.00675.007,000.000.005,300.000.005,000.004,000.00-1,000.00-20.0%4,000.000.0%
57
Total 5400 · Non-Inventory Sales Revenue
8,369.1012,000.0010,485.4011,500.0016,781.0013,000.0013,855.7515,600.0011,394.6515,000.009,759.9014,000.007,100.0015,500.007,020.1513,400.006,540.5313,100.0011,050.00-2,050.00-15.6%4,509.4768.9%
58
5500 · Inventory Sales Revenue
59
5510 · Individ. Insignia Sales33,597.9035,000.0041,412.0040,000.0039,446.5050,000.0038,181.7551,000.0034,713.8240,000.0039,949.8545,000.0035,991.7540,000.0039,732.7840,000.0044,207.2942,000.0042,500.00500.001.2%-1,707.29-3.9%
60
5520 · Bent Casting Sales38,883.5035,000.0035,938.0640,500.0036,415.2536,000.0031,109.2038,250.0028,288.2533,500.0019,065.7135,000.0018,981.0830,500.0019,760.2525,500.0024,970.5026,500.0027,000.00500.001.9%2,029.508.1%
61
5530 · Stationery Sales331.25500.00188.00500.000.00500.000.00500.000.00200.000.00200.000.00200.000.00100.0081.00100.00175.0075.0075.0%94.00116.0%
62
5540 · Honor Cord Sales35,596.0040,000.0026,585.5038,000.0025,003.0032,000.0040,575.0029,000.0018,416.6044,000.0039,922.0045,000.0039,240.0052,000.0045,119.0042,000.0046,010.0050,000.0050,000.000.000.0%3,990.008.7%
63
5550 · Stole Sales78,244.0075,000.0067,452.0081,000.0065,650.0076,000.0060,533.0075,000.0028,034.0064,000.0047,214.0065,000.0046,935.0072,000.0048,627.0062,000.0041,681.0055,000.0045,000.00-10,000.00-18.2%3,319.008.0%
64
5560 · Miscellaneous Supplies Sales1,473.002,500.001,708.501,550.001,581.502,050.001,620.701,550.001,632.501,750.00515.131,750.002,784.701,600.002,916.002,100.004,519.003,000.004,000.001,000.0033.3%-519.00-11.5%
65
Total 5500 · Inventory Sales Revenue
188,125.65188,000.00173,284.06201,550.00168,096.25196,550.00172,019.65195,300.00111,085.17183,450.00146,666.69191,950.00143,932.53196,300.00156,155.03171,700.00161,468.79176,600.00168,675.00-7,925.00-4.5%7,206.214.5%
66
5700 · Revenue from Other Sources
67
5710 · Advertising96,685.0075,000.0058,715.00100,000.0026,338.5141,500.0011,950.0031,500.008,350.0026,500.003,300.0016,500.007,255.6713,500.005,100.009,500.007,800.006,900.005,000.00-1,900.00-27.5%-2,800.00-35.9%
68
5720 · BULLETIN Advertising1,500.002,000.000.001,500.000.000.000.000.000.000.000.000.000.000.000.0%0.000.0%
69
5730 · Miscellaneous3,406.787,800.001,877.342,100.00743.851,600.0010,561.0323,900.005,398.3524,550.0019,287.0123,400.00685.996,500.00107,088.072,000.0076.72700.00125.00-575.00-82.1%48.2862.9%
70
5740 · Disposal of Furniture & Equip.460.000.00125.00100.00938.00250.000.00250.00-584.00250.000.000.00300.000.002,000.00500.000.00500.000.00-500.00-100.0%0.000.0%
71
5750 · Shipping0.000.003,591.130.0020,399.9719,000.0017,735.8818,500.0027,674.8120,000.0021,486.6425,000.0022,987.8321,000.0026,921.2220,200.0022,050.001,850.009.2%-4,871.22-18.1%
72
5790 · Fellow & Scholar Resignations1,000.004,000.002,500.001,000.000.0019,000.000.0011,000.000.005,000.006,000.0018,000.005,000.000.0011,000.0011,000.000.000.0%11,000.000.0%
73
Total 5700 · Revenue from Other Sources
103,051.7884,800.0064,717.34103,700.0034,111.4943,350.0043,911.0074,650.0049,900.2369,800.0061,261.8259,900.0034,728.3051,000.00155,175.9038,000.0034,797.9439,300.0038,175.00-1,125.00-2.9%3,377.069.7%
74
5800 · Special Events
75
5810 · Convention375.00100,000.00116,129.160.0086,198.6994,500.0094,797.85101,000.0091,656.3894,750.000.00106,000.002,544.4251,200.0057,585.67118,680.0077,686.4377,625.0072,000.00-5,625.00-7.2%-5,686.43-7.3%
76
5811 · Convention Airfare24,480.200.000.0037,500.000.000.000.000.000.000.000.000.000.000.0%0.000.0%
77
5812 · Convention On-Site75,581.000.000.0065,625.000.000.000.000.000.000.000.000.000.000.0%0.000.0%
78
5820 · Alumni Events1,045.000.001,105.001,000.00600.001,000.00573.081,000.00370.002,500.000.001,000.000.001,000.001,111.000.000.001,000.000.00-1,000.00-100.0%0.000.0%
79
5830 · Other Events5,940.220.005,040.006,000.001,240.003,000.001,380.001,500.00640.001,500.000.001,000.00686.000.001,994.530.002,692.500.000.000.000.0%-2,692.50-100.0%
80
Total 5800 · Special Events
107,421.42100,000.00122,274.16110,125.0088,038.6998,500.0096,750.93103,500.0092,666.3898,750.000.00108,000.003,230.4252,200.0060,691.20118,680.0080,378.9378,625.0072,000.00-6,625.00-8.4%-8,378.93-10.4%
81
6900 · Net Assets Released from Restr.
82
6910 · Subscriptions (Annual)667.501,000.00392.50500.00715.00500.00340.00500.00300.00250.00230.00100.00250.00150.00180.00150.00165.00150.00150.000.000.0%-15.00-9.1%
83
6920 · Subscriptions (4-year)102,412.35100,000.00111,442.39110,000.00115,483.50120,000.00136,471.50115,000.0076,057.50115,000.0098,985.75105,000.0087,974.25120,000.0090,535.25120,000.0090,729.75100,000.00100,000.000.000.0%9,270.2510.2%
84
6930 · Life Sub. Fee Transfers23,894.5025,000.0037,983.0020,000.0047,241.0035,000.0021,940.0030,000.0021,727.0025,000.0025,446.5015,000.0019,620.0020,000.0038,663.0022,500.0018,855.0022,500.0022,500.000.000.0%3,645.0019.3%
85
Total 6900 · Net Assets Released from Restr.
126,974.35126,000.00149,817.89130,500.00163,439.50155,500.00158,751.50145,500.0098,084.50140,250.00124,662.25120,100.00107,844.25140,150.00129,378.25142,650.00109,749.75122,650.00122,650.000.000.0%12,900.2511.8%
86
Total Income
3,901,970.193,231,500.003,999,995.793,586,285.004,281,096.443,512,040.005,748,249.994,209,170.004,933,279.994,133,120.004,815,905.163,911,336.006,213,826.704,242,103.004,804,716.984,313,515.004,738,047.234,143,478.004,210,778.0067,300.001.6%-527,269.23-11.1%
87
Cost of Goods Sold
88
5600 · Cost of Sales
89
5610 · Individ. NI Insignia COS3,488.306,500.003,480.804,000.006,971.694,000.004,342.958,000.004,191.124,500.003,668.155,000.0010.805,000.009,118.355,000.000.001,250.00750.00-500.00-40.0%750.000.0%
90
5620 · Bent Monument COS1,375.004,000.001,375.004,000.004,950.002,800.005,202.843,200.003,420.004,000.005,762.163,500.00360.005,500.000.004,000.000.004,500.002,500.00-2,000.00-44.4%2,500.000.0%
91
5630 · Bents for Initiates COS89,067.4685,000.0099,356.1690,250.00100,799.9898,000.0083,910.41100,650.0071,211.5897,500.0083,789.8595,000.0089,435.27100,000.0069,960.0090,000.0080,000.0090,000.0090,000.000.000.0%10,000.0012.5%
92
5640 · Certs/Cards for Initiates COS31,459.7030,000.0049,071.7638,000.0029,124.8350,000.0036,682.0041,200.0028,516.0039,500.0035,423.0039,000.0031,633.0041,000.0030,479.0036,000.0031,975.7536,000.0030,000.00-6,000.00-16.7%-1,975.75-6.2%
93
5650 · Individual Insignia COS63,484.7770,000.0053,650.0473,350.0055,923.1562,100.0065,916.2367,000.0043,649.3266,025.0056,710.8370,000.0059,800.3867,350.0074,420.2865,175.0077,034.8165,150.0075,150.0010,000.0015.3%-1,884.81-2.4%
94
5660 · Bent Castings COS28,777.7730,000.0027,890.0729,500.0027,811.1530,500.0023,610.4428,950.0022,571.2425,400.0015,088.6027,000.0015,537.2824,500.0018,645.2820,500.0023,091.6821,500.0027,000.005,500.0025.6%3,908.3216.9%
95
5670 · Stationery COS218.16200.00117.10200.000.00250.000.00250.000.00100.000.00100.000.00100.000.00100.000.000.000.000.000.0%0.000.0%
96
5680 · Chapter Supplies COS6,968.825,000.009,174.753,500.009,440.519,000.006,637.038,600.001,345.026,000.005,096.268,000.006,074.247,100.005,570.156,600.005,844.057,000.005,750.00-1,250.00-17.9%-94.05-1.6%
97
5690 · Membership Card COS0.000.0012,059.000.000.000.000.000.000.000.000.000.000.000.000.0%0.000.0%
98
Total 5600 · Cost of Sales
224,839.98230,700.00244,115.68242,800.00247,080.31256,650.00226,301.90257,850.00174,904.28243,025.00205,538.85247,600.00202,850.97250,550.00208,193.06227,375.00217,946.29225,400.00231,150.005,750.002.6%13,203.716.1%
99
Total COGS
224,839.98230,700.00244,115.68242,800.00247,080.31256,650.00226,301.90257,850.00174,904.28243,025.00205,538.85247,600.00202,850.97250,550.00208,193.06227,375.00217,946.29225,400.00231,150.005,750.002.6%13,203.716.1%
100
Gross Profit
3,677,130.213,000,800.003,755,880.113,343,485.004,034,016.133,255,390.005,521,948.093,951,320.004,758,375.713,890,095.004,610,366.313,663,736.006,010,975.733,991,553.004,596,523.924,086,140.004,520,100.943,918,078.003,979,628.0061,550.001.6%-540,472.94-12.0%