All action items from February xx meeting were complete except Finance Calendar
Marti has posted Social Security calculating spreadsheet and will make the rczccashlog account an owner
Job Check-insJohn will add Linda as a Information Accessor on the bank account to make deposits easier
Linda - getting used to spreadsheet, and got valerie training
John - Terry prefers one report per month, but then Loren can't work throughout the month. Proposes RCZC Deposits and RCZC Paypal, Talus will email Terry suggestion of automated filter to file finance emails.
Marti - Training going fine. Need to check how writing up the training is going. Proposal she trains her successor, even add that to the Job Description. Want to write up Marti's job description, but hard to get in that mindset.
Talus - So many org ..
There are substantial administrative challenges 1) in a non-profit having ongoing sales of merchandise unrelated to mission for income requires UBIT (unrelated business income tax) and 2) bookkeeping and sales tax chores exceed our volunteer capacity.
Priest Housing Allowance
High high volunteer cost in context of the income. Last year our retreat revenue was 25% over expenses, plus we can expect expenses to go up 5%.
Propose Retreat Managers shoot for 30% revenue over last year. Or bump them all up by 5% per year or $5 whichever is greater.
Advertise the scholarships better.