Minutes APA-IA Chapter Board Meeting March 24, 2017 1. 2. · Minutes APA-IA Chapter Board Meeting March 24, 2017 1. Call to Order President Ben Champ called the meeting of the American

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Minutes APA-IA Chapter Board Meeting

March 24, 2017

1. Call to Order

President Ben Champ called the meeting of the American Planning Association at 10:02 am following a recognition of a quorum at Richard A. Clark Municipal Service Center, 1551 E Martin Luther King Jr. Parkway, Des Moines, IA.

2. Roll Call

Present (18) – Champ, Hamlett, Russell, Chambers, Wanderscheid, Wilwerding, Tallman, Connerly, Schoon, Lynch, Scott, Shires, Tiedemann, Brown, Mullenix, Cowell, Ditzler

Absent (7)- Owusu, Sturms, Perkins, Fieser, Joens, Dietz, Hanson

3. Introduction and Welcoming of Any Guests/Others Guests in attendance: Tony Fillipini, Jonathan Sherwood, John Peterson

4. Approval of Agenda and Minutes

a. Approval of Agenda for Friday, March 24, 2017 Motion by Hamlett to approve the agenda; second by Scott Approved.

b. Approval of Minutes from Friday, January 27, 2017 Motion by Mullenix to approve Minutes; second by Lynch Approved.

5. APA Iowa Membership Forum/Input None. 6. Business Items

6.1 Planners for Health Grant & Consultant Contract Review and discussion of grant process, contract, and billing. Motion by Shires, seconded by Wilwerding to move forward with the contract. Approved. Discussion of next steps for the program will be covered during the lunch & learn presentation.

6.2 Venue Contract for 2018 Conference, Council Bluffs Brown renegotiated the contract. The deposit dropped to $2,000 and food to $10,700. The rental fees for the reception venue were waived. Motion by Hamlett, seconded by Wilwerding to approve the venue contract for 2018 Conference in Council Bluffs. Approved.

6.3 Venue Contract for 2019 Conference, Iowa City Discussion regarding the contract.

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Motion by Lynch, seconded by Hamlett to approve the Iowa City venue contracts upon approval by National. Approved.

6.4 Consideration of 2017 Budget. Champ requested committee funding needs. Mullenix suggested travel reimbursement for activities and training beyond President and Legislative Committee Chair. Discussion of percentage based dues- in effect in October.

7. Discussion Items

7.1. 2017 APA Upper Midwest Conference (Dubuque) Champ reported on conference call with the local committee. Discussion on ethics session with Carol Ray. Regional Rep also interested in coming. Russell discussed reception venues and workshop ideas. Discussion of hotel room blocks. Conference calls happening now every two weeks

7.2 2017 Elections

Discussion on the elections process handled through the national website. Champ

will send message to membership.

7.3 Design Day on Hill 2017 Champ and Mullenix reported that overall it didn’t seem very productive. Discussion

of other strategies.

8. Officers Reports 8.1 President (Champ)

Discussion on NYC conference and registrations. Discussion on the Nebraska conference- Wilwerding, Shires and Champ attended. Noted strong participation from board members. Discussion of May 20th Bike event- Bike ride from Ankeny to Bondurant. Discussion of phone issues and utilizing a conference call speaker through a cell phone. General consensus to continue to explore. Motion by Connerly to invest in a system up to $350.00, seconded Ditzler. Approved.

8.2 Vice President (Hamlett) None.

8.3 Immediate Past-President (Russell) None.

8.4 Secretary (Chambers) Chambers noted volatility in membership by month. Discussion of past ISU practice of signing students up and how the change has possibily impacted the membership.

8.5 Treasurer (Wanderscheid)

8.5.1 Chapter Treasurer’s Report – attached to agenda

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Chapter Treasurer’s Report was accepted- motion by Hamlett, seconded

by Mullenix.

9.0 Executive Board Reports

9.1 Professional Development Officer (Wilwerding) Nine took the AICP and passed Three approved to take it in May. Wilwerding & Champ sent notes of congratulations.

9.2 Planning Board Member (Tallman) None. 9.3 University of Iowa (Connerly) None. 9.4 Iowa State University (Owusu) None.

9.5 At-Large Representative (Lynch/Schoon/Scott)

Noted the Planners 4 Health task force- two meetings held so far. 9.6 Chapter Development Program (Sturms) Des Moines area planners reading lunch forming. 9.7 Professional Development (Shires)

Discussion of lunch and learn opportunity in Dubuque.

9.8 Outreach/Advocacy Program (Brown/Tiedemann) Brown noted University of Nebraska speaking series.

9.9 Legislative and Policy Program (Mullenix)

Discussion of minimum wage pre-emption. Discussion of small cell, safe passing for bikes, and fireworks. IWILL funding.

9.10 Recognition/Awards Program (Berzina & Cowell)

The committee has been in contact with Dubuque conference committee. 9.11 Public Relations/Communication Program (Perkins/ Ditzler)

Ditzler noted uptick in social media participation. Discussion of reasons to join APA and testimonials. Restarted the meet the planner series. Changed the LinkedIn page.

9.12 University of Iowa Graduate Program (Fieser) None. 9.13 Iowa State University Undergraduate Program (Joens) None. 9.14 Iowa State University Graduate Program None. 9.15 County Planning and Zoning Officials of Iowa (VandeLune) Noted the COZO

conference May 24-26 in Davenport. 9.16 Iowa Floodplain and Stormwater Management Association (Hanson) None.

10.0 Other Items Not on the Agenda

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11.0 Upcoming Board Meetings

The March meeting is scheduled to be located in Dubuque 12.0 Adjournment of Board Meeting

Motion by Hamlett, seconded by Lynch to adjourn. Meeting adjourned at 11:12 a.m.

Date: J. Benjamin Champ, AICP, EDFP, ASLA President Date: Naomi Hamlett, AICP Vice President

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Minutes APA-IA Chapter Board Meeting

July 21, 2017

1. Call to Order

V. President Naomi Hamlett called the meeting of the American Planning Association at 10:00 am following a recognition of a quorum at City of Carroll, 112 East 5th Street, Carroll, IA.

2. Roll Call

Present (15) – Hamlett, Brown, Shires, Wilwerding, Mullenix, Lynch, Ditzler, Champ, Owusu, Chambers, Cowell, Tiedemann, Russell, Sturms

Absent (7)- Wanderscheid, Tallman, Connerly, Schoon, Scott, Berzina, Perkins

3. Introduction and Welcoming of Any Guests/Others Guests in attendance: Tony Fillipini, Alexis Fleener, John Peterson, Jim Holz

4. Approval of Agenda and Minutes

a. Approval of Agenda for Friday, July 21, 2017 Motion by Lynch to approve the agenda; second by Mullenix Approved.

b. Approval of Minutes from Friday, March 24, 2017 Minutes were mistakenly left out of agenda packet. This item was postponed to next meeting.

5. APA Iowa Membership Forum/Input None. 6. Business Items

6.1 Consideration of 2017 Budget It continues to be worked on. Discussion on timing of when it had to be adopted. Continue onto next meeting.

6.2 Board Appointments Discussion on appointment/reappointment. Owusu and Mullenix were recommended for reappointment. Jim Holz recommended to fill Cory Scott’s At-Large expired term. Effective immediately. Motion by Brown, seconded by Shires to reappoint Owusu and Mullenix in current roles and Holz to fill the open At-Large position. Approved.

6.3 Consideration of partnership with ICREA on form based code speaker (9/27/2017) Hamlett presented information on the proposal. The workshop would be similar to the “Tomorrow’s Economy” workshop from 2016. The total cost is $3,500. The Des Moines MPO is in for $1,500. Registration fees should cover some of the cost, if not the

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remainder. Hamlett suggested that Iowa APA offer $500 for the session, only if needed to cover the total cost of the workshop.

Motion by Mulleniz, seconded by Shires to approve contributing $500 to the form based codes workshop, if needed. Approved.

6.4 Consideration of 2017 Budget. Champ requested committee funding needs. Mullenix suggested travel reimbursement for activities and training beyond President and Legislative Committee Chair. Discussion of percentage based dues- in effect in October.

7. Discussion Items

7.1. 2017 APA Upper Midwest Conference (Dubuque) Discussion of schedule. Discussion of registration process. Discussion of keynote speaker Bob Blanchard & invites for presentation in lieu of payment to keynote. Discussion of sponsorships. Discussion of MSA After-reception party & “Diamond” sponsorship level. Discussion of Awards Ceremony and nomination packets being sent you.

7.2 2017 Elections

Four candidates for the positions: President- Mullenix, Vice President- Sturms,

Treasurer- Wanderscheid, Secretary- Fillipini Discussion of the need for a nominating committee.

7.3 Planners 4 Health Peterson gave an update on the project. Formal work will be done by the end of July

with the project complete by September. Lynch stated that there is a desire to keep relationship building between planners & public health officials and having a standing track at the conference annually.

Discussion on whether the IA-APA membership is interesting in continuing to pusue.

8. Officers Reports 8.1 President (Done by Champ & Hamlett)

Noted upcoming policy and advocacy meetings in D.C. Discussion of nominating committee consisting of Champ, Hamlett and Chambers who discussed the elections since there was no board meeting in May. Motion by Shires, seconded by Lynch to recognize Champ, Hamlett, and Chambers as nominating committee. Approved.

8.2 Vice President (Hamlett) None.

8.3 Immediate Past-President (Russell) None.

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8.4 Secretary (Chambers) Chambers noted membership report in agenda.

8.5 Treasurer (Wanderscheid)

Discussion of Ohio APA payment for webcast. Discussion of more promotion of that benefit for members. 8.5.1 Chapter Treasurer’s Report – attached to agenda Chapter Treasurer’s Report was accepted- motion by Mullenix,

seconded by Wilwerding.

9.0 Executive Board Reports

9.1 Professional Development Officer (Wilwerding) Attended PDO exchange in New York. Discussion of AICP candidate program. CM Education Provider Review- we will get reviewed. May 2017 exam- 65% pass rate at national level. No word on State results. All CM requirements met by membership.

9.2 Planning Board Member (Tallman) None. 9.3 University of Iowa (Connerly) None. 9.4 Iowa State University (Owusu) Reported on memorial service for Riad Mahayni.

Reported on new approach to studio.

9.5 At-Large Representative (Lynch/Schoon/Scott) Lynch reported on IA Chap Delegate role at NPC. Process changed this year. Discussion on trip costs. Discussion on delegate travel expenses.

9.6 Chapter Development Program (Sturms) None. 9.7 Professional Development (Shires)

Reported on Sept & Nov lunch and learns.

9.8 Outreach/Advocacy Program (Brown/Tiedemann) Tiedemann reporded on Marion and CR organizing a cooridor planner event. Brown reported on Omaha metro networking.

9.9 Legislative and Policy Program (Mullenix)

Discussion of Policy and Advocacy Conferece. Discussion on award for a legislator. 9.10 Recognition/Awards Program (Berzina & Cowell)

Cowell reported on the Planning Advocate Category changes for the awards. The awards nominations will be due August 15th.

9.11 Public Relations/Communication Program (Perkins/ Ditzler)

Ditzler reported that the main upcoming goals are to help with awards and conference goals

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9.12 University of Iowa Graduate Program (Fieser) None. 9.13 Iowa State University Undergraduate Program (Joens) None. 9.14 Iowa State University Graduate Program None. 9.15 County Planning and Zoning Officials of Iowa (VandeLune) 9.16 Iowa Floodplain and Stormwater Management Association (Hanson) None.

10.0 Other Items Not on the Agenda 11.0 Upcoming Board Meetings

The March meeting is scheduled to be located in Dubuque 12.0 Adjournment of Board Meeting

Motion by Wilwerding, seconded by Lynch to adjourn. Meeting adjourned at 11:54 a.m.

Date: J. Benjamin Champ, AICP, EDFP, ASLA President Date: Naomi Hamlett, AICP Vice President

To: APA-IA Board

From: Chapter President J. Benjamin Champ, AICP, EDFP, ASLA

Date: September 15, 2017

Re: APA-IA FY 2018 Budget

Earlier this year the Chapter approved moving membership dues to a percentage system based on and

indexed to the national dues for each member. The Chapter agreed to set the dues at twenty percent of

the national fees and this change will assist the chapter with a modest increase in income to an annual

estimate of $10,700.00 per year – up from about $7,000.00 annually. Over the last few weeks I have

been working with Dylan Mullenix, Madeline Sturms, and Jill Wanderscheid on updating financial

tracking and a proposed FY 18 budget. Attached is a budget spreadsheet with history from FY 09 to FY

17. We are working to incorporate these with FY 15 and should have that to share prior to the Board

meeting on September 15th. The annual membership dues increase is helpful, but the Chapter remains

heavily dependent on income from annual conferences. Each conference is different in the amount of

money netted to the Chapter due to localized expenses and variations in speaker costs. The Chapter has

been very successful at making money from conferences in recent years ($14,000 at the most recent

conference in Burlington) by selecting low cost locations and utilizing conservative budgeting. Moving

forward we will need to work to regularly adopt an annual budget and it is important to set a financial

guideline for the incoming new executive committee through an adoption of the FY 18 budget.

FY 17 is nearly closed out so we are showing a projected close that does not yet include a disbursement

from National for registrations for the Dubuque conference to date. This will add to our FY 17 budget on

September 26, 2017 but that exact number is currently unknown. The FY 17 projected close and the FY

18 budget conservatively project that with all of the most recent Plan4Health Grant in the amount of

$53,500 is paid out and that the Dubuque Conference breaks even – there will still be approximately

$40,000.00 of unobligated cash on hand. Note that the annual conference revenues and expenses are

always split over two years, but that the conference budgeting is shown in the year of the conference.

With this in mind the FY 18 shows deficit spending that maintains existing activity levels and the ability

to send two Board members to the Policy and Advocacy Conference in the Fall in conjunction with the

Chapter Presidents Council meetings. The Awards Committee has requested an additional $500.00 this

year to move from $1500.00 to $2000.00 due to the large number of awards. There are fourteen

categories being awarded this year and last Fall only nine awards were needed. This request has not

been incorporated at this time but is intended to be a discussion item for the budget adoption. Please

let me know of any questions.

Fiscal Years 2005-2018 Budget History

APA Iowa Chapter

Prepared September 11, 2017

FY 09 FY 10 FY 11 Budget FY12 Projection FY 2013 FY 2014 FY 2015 FY 2016 FY2017 FY2017 FY2018 FY 2019 FY2020 FY2021

Membership YTD YTD YTD Projected End of Year Budget Budget Budget Budget

Cash on Hand 32,070.04$ 30,155.08$ 14,492.24$ 26,776.22$ 25,585.76$ 30,975.94$ 31,653.64$ 103,921.43$ 33,513.64$ 33,513.64$ 39,905.86$

Revenue Conference location October 0X Sioux City Des Moines Council Bluffs Davenport 4 Ames Cedar Rapids Mason City Sioux City Burlington Burlington Dubuque Council Bluffs Iowa City Des Moines

4040 APA Dues Rebate 7,063.17$ 6,931.79$ 6,794.04$ 6,457.59$ 6,311.83$ 4,636.77$ 7,072.30$ 7,070.85$ 7,070.85$ 10,698.32$ 10,698.32$ 10,698.32$ 10,698.32$

AICP Dues Rebate

Chapter only dues 250.00$ 3,455.08$

4020/4022 Conference Registration 11,760.00$ 19,034.50$ 22,772.00$ 28,738.66$ 25,237.00$ 25,819.06$ 14,791.00$ 27,936.00$ 27,936.00$ 23,275.00$

Conference Exhibits -$ 350.00$ 3,600.00$ 3,600.00$ 6,000.00$

Conference Mobile Workshop Fees -$ 195.00$ 20.00$ (360.00)$ 525.00$

Conference Progressive Dinner 2,500.00$

4023 Conference Miscellaneous 97.00$ 704.16$ 144.00$ 1,880.00$ 802.00$

All-Iowa Reception Cost Share 1,200.00$

Workshop and other registration -$ 301.00$ 971.65$ 500.00$

Grant Received: Plan4Health 201463,032.00$

Grant Received: Planners4Health

2016 53,500.00$ 53,500.00$

Grant Received: Iowa Chapter APA

Traveling Lecture Series.Grant Received: Kids Building

Community.Grant Received: Keeping Current;

AICP Exam and BeyondGrant Received: Professional

Development OfficerGrant Application Pending: Smart

Growth Self-Audit Workbook 1,036.66$ 562.00$

Honorarium Fees received

Sale of Products

4050 Advertising 450.00$ 150.00$

Contributions and Donations 2,500.00$ 450.00$

Sponsorship 5,250.00$ 7,900.00$ 7,530.00$ 7,698.00$ 9,613.50$ 9,174.00$

Interest 1.48$ 0.75$ 0.43$ 2.75$ 1.33$ 0.26$ 11.15$ 4.95$ 4.95$

Dividends 1.08$ 0.21$

Gain and Loss on Sale

Unrealized Gains and Losses

4900 Other Revenue 1,070.00$ 882.00$ 572.71$ 604.05$ 2,266.11$ 451.85$ 16,037.12$ 1,078.94$ 1,078.94$

Subtotal -Revenues 25,595.73$ 35,297.04$ 39,410.00$ 43,840.26$ 48,079.77$ 44,991.02$ -$ 102,265.22$ 93,190.74$ 93,190.74$ 44,698.32$

Expenditures

Purchase of products for sale

Fiscal Year is year October 1 through September 31

Salaries for W-2 employees

Professional Fees--Management and

newsletter stipend: Original budget

for newsletter = $960 per year (need

to increase to cover stipend for past

fiscal year paid in this fiscal year) 905.00$

5011

Professional Fees--

Legal/Accounting/Tax

Preparation/Insurance 790.00$ 1,349.00$ 1,372.00$ 1,374.00$ 1,289.00$ 1,290.00$ 850.00$ 50.00$ 50.00$ 1,400.00$

5010 Professional Fees--Consulting (Web)3,000.00$ 3,870.00$ 360.00$ 720.00$ 585.90$ 200.00$ 2,625.00$ 720.00$ 720.00$ 800.00$

Non-Professional Fees--Temporary

Assistance

Occupancy--Rental

Occupancy--Operating Expenses &

Taxes

Occupancy--Supplies

Occupancy--Other

Insurance- liability 369.00$ 370.00$ 370.00$ 400.00$

Insurance- other

Maintenance--Equipment 150.00$ 510.00$

Maintenance--Software (quickbooks)155.99$ 245.99$ 245.99$ 280.00$

Maintenance and Repair--Other 49.99$

Supplies--Office Admin 128.39$ 292.84$ 292.84$ 300.00$

Supplies--Computer 1,562.17$

Supplies--Reference

Material/Educational Products

5050/5051 Supplies--Other 172.63$ 280.70$ 414.84$ 1.92$ 215.91$ 31.79$ 200.00$

Telecommunications and e-cost 110.05$

Photocopying Cost

5042 Postage and Freight 16.80$ 271.43$ 156.37$ 9.00$ 50.00$ Printing Cost: Original budget=

$1,800 (printing costs have been

$575 - $725 per issue)

5060 Travel--Lodging 893.28$ 3,316.37$ 1,433.03$ 129.92$ 2,744.25$ 850.74$ 3,862.45$ 3,442.52$ 4,262.36$ 4,500.00$

5061 Travel--Food 36.58$ 354.44$ 639.00$ 1,959.47$ 279.60$ 3,144.61$

5062 Travel--Transportation 747.20$ 1,426.50$ 865.71$ 998.11$ 637.30$ 818.34$ 992.45$ 1,385.84$ 1,500.00$

5063 Travel--Other (per diem) 50.00$ 48.00$ 2,037.84$ 651.00$ 651.00$ 1,200.00$ Staff Development--Dues and

Subscriptions (CM Dues) 1,254.00$ 1,254.00$ 1,254.00$ 1,254.00$

5080/5081Staff Development, Education,

Training & Development 105.35$ 543.06$ 95.00$ 740.00$ 885.00$ 325.57$ 980.00$ 1,075.00$ 1,170.00$ 1,300.00$

Admin- Bank Charges -$ 98.50$ 16.05$

Admin- Credit Card Charges

5070 Advertising 437.50$ 437.50$ 437.50$ 437.50$ 541.30$

5200Sponsorships Paid (student

conferences) 2,350.00$ 4,100.00$ 2,050.00$ 3,500.00$ 4,000.00$ 2,000.00$ 2,000.00$ 2,000.00$ 2,000.00$

Grants Paid

Grant Received: 2017

Planners4Health 9,854.00$ 53,500.00$

Grant Received: 2015 Plan4Health126,249.45$

Grant Received: Iowa APA

Traveling Lecture SeriesGrant Received: Kids Building

Community

Grant Received: Keeping Current;

the AICP Exam and Beyond

Grant Received: Professional

Development Officer

Grant Application Pending: Smart

Growth Self-Audit Workbook

5705 Awards Paid to recipients 1,920.00$ 700.00$ 1,000.00$ 750.00$ 1,000.00$ 1,000.00$ 1,000.00$ 1,000.00$

5700Iowa Chapter APA Awards Program

costs 587.39$ 1,046.33$ 913.56$ 768.00$ 3,430.63$ 2,494.17$ 1,968.54$ 1,968.54$ 1,800.00$

Depreciation Expense

5100 Event Expense -- Reception 3,716.39$ 3,576.43$ 2,205.57$ 1,617.00$ 2,950.00$ 1,112.80$ 1,112.80$ 3,392.00$

5101Event Expense -- Food and Beverage

Service 11,659.00$ 14,560.75$ 9,213.66$ 20,721.10$ 18,124.06$ 26,498.17$ 12,037.02$ 7,976.75$ 7,976.75$ 13,982.70$

5102 Event Expense -- Equipment Rental350.00$ 1,231.13$ 1,580.00$ 1,194.00$ 36.00$ 750.00$ 1,575.00$

5103 Event Expense -- Facilities Rental 366.00$ 5,535.36$ 2,782.12$ 2,000.00$ 2,000.00$ 1,050.00$

5104 Event Expense -- Transportation -$ 1,125.00$ 53.96$ 1,600.00$ 1,600.00$ 400.00$

5105Event Expense --

Honorarium/Speaker Fees 79.00$ 1,702.97$ 882.67$ 4,305.80$ 260.60$ 3,943.79$ 2,338.73$ 2,338.73$ 4,500.00$

5106 Event Expense -- Printing -$ 787.68$ 830.42$ 1,375.07$ 27.00$ 250.00$

5107 Event Expense -- Postage -$ 185.24$ 16.91$ 18.21$

5108-5110Event Expense -- Miscellaneous

Supplies 167.92$ 3,891.85$ 1,055.00$ 1,110.46$ 10,861.29$ 1,401.06$ 162.39$ 563.38$ 563.38$ 300.00$

Event Expense -- Insurance

Event Expense -- Progressive Dinner2,154.00$ 1,709.22$ 1,709.22$ 2,500.00$

Event Expense -- All Iowa Reception

(national conference) 1,864.70$ 1,900.00$ 1,900.00$ 1,800.00$ Iowa APA Metro Planners' Lunch

meetings 297.07$ 367.40$ 150.00$ 98.87$ 467.08$ 542.01$ 114.06$ 114.06$ 250.00$

Lunch and Learns 3,000.00$ 257.58$ 250.00$

Iowa APA Event Sponsorship

Local Advocacy 18.00$ 18.00$

5900 Other Outflows 2,616.02$ 280.92$ 68.28$ 58.42$ 280.48$ 471.00$ 1,144.47$ 337.43$ 337.43$ 500.00$

Certificate of Deposit

Subtotal -Expenditures 26,669.21$ 50,959.88$ 27,126.02$ 45,030.72$ 42,689.59$ 44,313.32$ -$ 172,673.01$ 43,586.71$ 86,798.52$ 48,733.70$

Revenues Less Expenditures for the Fiscal Year (1,073.48)$ (15,662.84)$ 12,283.98$ (1,190.46)$ 5,390.18$ 677.70$ -$ (70,407.79)$ 49,604.03$ 6,392.22$ (4,035.38)$

Cash on Hand at fiscal year close 30,996.56$ 14,492.24$ 26,776.22$ 25,585.76$ 30,975.94$ 31,653.64$ 166,033.89$ 33,513.64$ 83,117.67$ 39,905.86$ 35,870.48$

Other assets (certificates of deposit, etc.) -$ -$ -$ -$ -$

Total Chapter assets 30,996.56$ 14,492.24$ 26,776.22$ 25,585.76$ 30,975.94$ 31,653.64$ 166,033.89$ 33,513.64$ 83,117.67$ 39,905.86$ 35,870.48$

Membership Summary Attachment

Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec

2017 TOTAL MEMBERSHIP 408 351 349 353 356 359 359 398

2016 TOTAL MEMBERSHIP 408 413 414 402 407 410 395 415 450 421 422 334




University Faculty 8 8 8 8 8 8 8 8

Free Student Members 66 35 35 35 36 36 36 0

Group Planning Board Members 49 36 36 36 36 36 36 35

Lifetime Members 4 4 4 4 4 4 4 4

APA Regular Members 227 235 234 235 238 241 241 242

Chapter Only Members 10 7 6 7 6 6 6 12

APA New Professional Members 18 10 9 10 10 10 10 11

APA Retired Members 0 0 0 0 0 0 0 0

APA Student Members 26 16 17 18 18 18 18 86

300

350

400

450

500

550

Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec

2017 TOTAL MEMBERSHIP





DATE: September 7, 2017 TO: APA Iowa Chapter SUBJECT: Treasurer’s Report FROM: Jill M. Wanderscheid, MPA, AICP

APA Iowa Chapter, Treasurer

Current Balance as of September 7, 2017: $83,817.78

APA-Iowa

Profit and Loss July 4 - September 7, 2017

Total

Income

Dues 1,189.00

Income 2017 Conference 1,400.00

Planners4Health 3,500.00

Total Income $ 6,089.00

Gross Profit $ 6,089.00

Expenses

Office Expenses 30.00

Other General and Admin Expenses 99.99

Travel 903.91

Total Expenses $ 1,033.90

Net Operating Income $ 5,055.10

Other Income

Interest Earned 1.34

Total Other Income $ 1.34

Net Other Income $ 1.34

Net Income $ 5,056.44

Miscellaneous Updates / Highlights

▪ Current Outstanding Income ▪ A total of $2,300.00 in pledged conference sponsorships.

▪ Current Outstanding Expenses (Checks yet to Clear) ▪ None.

▪ Additional detail on next page.

July 4, 2017 – September 7, 2017 Register

Date Memo Payment Deposit Balance Account

08/31/2017 Interest Earned $0.68 $83,817.78 Interest Earned

08/31/2017 Sponsorship $700.00 $83,817.10 Income 2017 Conference

08/25/2017 Quickbooks $15.00 $83,117.10 Office Expenses

08/24/2017 Virus Protection - Laptop $99.99 $83,132.10 Other General and Admin Expenses

08/22/2017 Call to Action Grant $3,500.00 $83,232.09 Planners4Health


08/02/2017 Dues $1,189.00 $79,382.09 Dues

07/31/2017 Interest Earned $0.66 $78,193.09 Interest Earned

07/25/2017 Quickbooks $15.00 $78,192.43 Office Expenses


07/12/2017 Ben Champ - APA DC Travel $333.89 $77,857.43 Travel




Language Sessions % Sessions

1. en-us 2,776 94.29%

2. c 77 2.62%

3. de-ch 58 1.97%

4. ko 12 0.41%

5. en-gb 9 0.31%

6. ja-jp 5 0.17%

7. ja 4 0.14%

8. de 1 0.03%

9. en 1 0.03%

10. en-gu 1 0.03%

Audience Overview

Jul 4, 2017 - Sep 7, 2017

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53.29%

% New Sessions

38.65%

Returning Visitor New Visitor

38.7%

61.3%

© 2017 Google

All Users100.00% Sessions

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Minutes APA-IA Chapter Board Meeting March 24, 2017 1. 2. · Minutes APA-IA Chapter Board Meeting March 24, 2017 1. Call to Order President Ben Champ called the meeting of the American