Finance Committee & Treasurer

Reimbursement Request Forms

• Reimbursement Request for Committee Expenses – Revised 2018-05-22
  • Available in 2 formats:
    • .doc PYM expense reimbursement form revised 2018 May
    • .pdf PYM expense reimbursement form revised 2018 May
• PYM Delegate Reimbursement Form (PDF) for convener of group larger than one – Revised 2015-06
• Individual Reimbursement Form (PDF) for Delegates and Liaison

Mileage Rates Table

PYM-Mileage-Table-Rates.rev-004 (updated 5/8/2018)

Finance Policies & Documents

• PYM Travel Expenses Reimbursement Policies revised RepCom 2014 (PDF)
• PYM Guidelines for Officer and Committee Expenditures revised 2005-08 (PDF)
• IRS 501(c)(3) Determination Letter PYM (PDF) (posted 7/9/2018)

PYM Budgets – General and Session

• 2019 Session Budget (as approved at RepCom 2019)
• 2018-2019 General Budget (as approved at Annual Session)
• 2018 Session Budget (as approved at RepCom 2018)
• 2017-2018 General Budget (as augmented 03/03/18 at RepCom 2018)
• 2017-2018 General Budget (as approved 7/18/17, Plenary VIII)
• 2016-2017 General Budget
• 2015-2016 General Budget
• 2014-2015 General Budget
• 2013-2014 General Budget
• 2011-2012 General Budget
• 2010-2011 General Budget revised 03/06/2011 (PDF)
• 2010-2011 General Budget revised 03/06/2011 (XLS)

Treasurer and Finance Committee Reports

2019

Annual Session:

 

RepCom:

• Treasurers_Report_to_RC_2019
• Finance_Report_to_RC_2019
• Finance_Proposed_AS2019_Budget (2019 SESSION BUDGET – APPROVED)

2018

Annual Session:

• PYM General Budget 2018-2019 corrected 2018-07-27 as approved in Plenary, AS 2018 (posted 7/27)
• Treasurer’s Report to Annual Session 2018
• Finance Report to AS 2018 rev 7_13_2018 (corrected, posted 7/13)

RepCom:

• Treasurer’s Report to RepCom 2018 (Updated 2/8/18)
• Finance Report to RepCom 2018-02-28 

2017

• Treasurer’s Report to Annual Session 2017. v3 (corrected 7/6/17)
• Treasurer’s Report to RepCom 2017

2016

• PYM SESSION Report to RepCom 2016
• PYM GENERAL IncExp Report to RepCom 2016
• PYM GENERAL Balance Sheet – Report to RepCom 2016
• Annual Session 2016 Treasurers Report

2015

• Treasurers Report RepCom 2015

2013

• 2013 Annual Session report – Finance Report [PYM 2013-2014 Budget Proposal] (PDF)
• 2013 Annual Session report – Treasurer (PDF)

2012

• Finance Committee Report to RepCom 2012 (PDF)
• Treasurer Report to RepCom 2012 (PDF)

2011

• PYM 2011 Treasurer Report (PDF file)

Monthly Meeting Financial Support of PYM

Each year at Annual Session, PYM sets the per-member financial support (“assessment”) it requests from its Monthly Meetings for the coming fiscal year (October through September). The total requested from each Monthly Meeting is based on its reported membership count as of the May 31 preceding the Annual Session.  Some meetings choose to pay more or less than the requested amount, as their resources allow; additional contributions from larger/wealthier Meetings helps out smaller/less-wealthy meetings. Monthly Meetings are requested to send their checks to the PYM Treasurer as early in the fiscal year as practicable, preferably no later than May.

Job Descriptions

• See job descriptions page

Contact the Treasurer

Email: PYMTreasurer@gmail.com

Postal:
Roy Allen, Pacific Yearly Meeting Treasurer
580 Tamarack Drive
San Rafael, CA 94903
USA

---