resident’s Update

resident’s Update

Final Update 2010

Rotary Club of Calgary Heritage Park

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President: Martin Harvey

Thanks to my Excellent Executive and Board of Directors who have done a fabulous job this year:

◦ Bob Clark◦ Bob Sadler◦ Harry Kim

◦ Jamie Powell◦ Graham Drake◦ Al Hardstaff◦ Garry Gray◦ Bill Hope

◦ Doris Kutrowski◦ Laurie Jacques◦ Norm Haines

President’s Update

A Few highlights and goals:

o Achieved Membership target of 50o Received Presidential Citation

o Strategic Plan Followedo Norm Haines receiving Cliff Dochterman Award

o Great Programso Weekly attendance average increased

o We have become involved in Youth Exchange Program for time

o 5th in District for Foundation giving plus achievement of Polio Plus Goal

President’s Update

resident Elect Update

Final Update 2010


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President Elect: Bob Clark

embership Update

Final Update 2010


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Membership Chair: Garry Gray

Membership

Strategic Goal Initiatives Results

Membership Update

Strategic Goal

The strategic goal set 3 years ago, was to build the club from 44 to about 60 quality members. This year, thanks to all the members, we are now at 50 with the induction of Merideth today! My personal goal was 52, and we have 2 more in the queue for next year. I will work with the incoming chair Doug Hood. I would like to thank both Doug and Bob Clark for their efforts as part of the committee initiative this year.

Membership Update

InitiativesMy job this year was to not just increase our membership,

but to engage the club in the process. For this, we tried to improve communication and provide clarity and support for our new members.

◦ We wanted more presence at the club for our weekly guests, and we developed a membership placard for the main table.

Membership Update

We developed a table centre piece that shows, at a glance, what we do as a club.

All prospective members were encouraged to attend our club for several weeks. Before their induction, I sat down with each one, over lunch, to go over all the requirements and expectations of a Rotarian in our club.

Membership Update

We tidied up the Membership Classification list this year which had become outdated.

We held a Membership Roundtable meeting early in the year, with about 12 members, and basically provided a survey and questionnaire with regards to Membership, and how we were going to achieve our goals.

Membership Update

Pat Hutchinson, the District Membership Chair, was brought in as a guest speaker.

In the last week of May 2010, Martin hosted a “Fireside” for both this year’s and last year’s members. Some spouses came out and there was good information shared about Rotary and our club. I believe this was well received by the new members, and is something we should be doing each and every Rotary year.

Membership Update

Results

Would the following members please stand:

Brian Semeschuk Phil GroutCory Olynik Lynda CampbellSteven Smith Ferdi LegaspiMike Bright Meredith Petri

I would ask that we recognize our New Quality Members, and like all our club members, I wish you success in your journey with Rotary, and what we can do for others!

Membership Update

It really has been a pleasure serving the Club as Membership Chair this year, and I pledge to work with Doug, the club, and new members, into the next year!

Thank you.

Membership Update

ecrectary Update

Final Update 2010


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Club Secretary: Bill Hope

Club Secretary Update

Attendance:

Average Attendance for all members77.14%

5 members have a 100% attendance17 members have more than 80% attendance

Club Secretary Update

Membership 2009/ 2010

Total = 50 as at year endNew Members = 7Resignations = 2Average Years of membership = 6.5913 Charter members 22 Members have more than 9 years membership

inancial Update

Final Update 2010


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Treasurer: Bob Sadler

Financial UpdateRotary Club Of Calgary Heritage Park

Balance Sheet at April 30 2010Assets

Cash 30,622

59,303

89,925 Accounts receivable 8,812 Accrued expenses 1,800

100,537 Liabilities

Accounts payable 2,249 Gift of Music 5,200 Deferred revenue 275 Casino revenue deferred to 2010/2011 year 37,416

45,140 Members Equity

Restricted 8,706 Unrestricted 32,909 Surplus year to date 13,782

55,397

100,537


Statement of Revenue & Expenses for the 10 months ended April 30, 2010

Actual $ Budget for Yr

Club revenue to date 58,393 55,678

Club expenses 60,313 46,516

Excess expenses over revenue (1,920) 9,162

Fund raising & Committee expenses

Revenue

Unallocated funds b fwd 9,196

Casino 74,833 32,500

Hays Breakfast 4,000 4,000

Golf tournament revenue 24,386 22,158

Wine fest 33,372 30,000

136,591 97,854


Statement of Revenue & Expenses for the 10 months ended April 30, 2010 (continued)

Expenses

2010 Golf tournament Expenses to date 13,278 11,079

Wine fest expenses 12,409

Committee expenses: Community service 27,620 38,388

International 19,446 19,194

Vocational 8,630 19,193

Casino expenses 2,090

Casino revenue for 2010/2011 yr 37,416

120,889 87,854

Excess of revenue over expenses 15,702 10,000

Surplus to date 13,782 (838)

nternational Update

Final Update 2010


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Director of International Services: Jamie Powell

Our budget this year: $19,194

International Update

International UpdateProject Leade

rAmount Budget

BalanceDate to Advance

Area of Focus

Comments

Bed Kits Garry $1000 $18,194 Nov 27/09 Children

Beccas Jamie $4800 $13,394 Fall 2010 Education Hold

Gift of Music Garry $2500 $10,894 Jan 28, 2010 Children

Water Project Ivory Coast

Garry $2500 $8,394 Spring 2010 Water Brought forwarded on May 11,

2010

Microcredit Zuzana $5000 $3,394 Jan 12, 2010 Microcredit

India Water Project

Raju $8000 $11,394 Added back to Budget

Water

India Water Project

Raju $5300 $6,394 Feb 26, 2010

Water

International UpdateProject Leade

rAmount Budget

BalanceDate to Advance

Area of Focus

Comments

Afghanistan School

Raju $3000 $3,394 TBD Education

Sabrina- Fish Creek

Garry Tent $1500

$1,894 TBD Handicapped Children

Carried forward to next Year

K. Nadeau-Nepal Orphanage Project

Jamie $1000 $894 March 2010 Children

Backpacks Wynne $400 $494 May 2010 Children

Beccas Jamie $2500 $2,994 Added Back into Budget

Education Carried forward from 2009-2010

Beccas Jamie $4800 $7,794 Added Back into Budget

Education

Smile Train Zuzana $1000 $6,794 June 2010 Children

Documents

resident’s Update