What: This article explains the steps for reporting expenses and, when necessary, receiving reimbursements from Ace for approved purchases. Who: Stewards, Directors, Officers, Members Why: If you make an approved purchase for Ace, it’s important that we recognize the expense of the purchase, and if needed, reimburse you for the purchase. Pre-Steps Set up an Expensify …
Category: Treasurer Resources
Venue Guidelines for Classes and Events
Best Practices The following are a bunch of best practices learned over the course of holding classes at AMT for over a year. Know the policies… really, it will avoid confusion and they are designed to create an easy positive experience for everyone. Charge an RSVP fee. There is a huge flake factor in the …
Treasurer
Role Description Drive vision and goals Works toward goals set by the board and officers team Collaborates with the board and officers team to set goals Executes policies and decisions based on the mission, vision, and values Maintain culture Bases decisions on and communicates the mission, vision, and values Promotes volunteerism as a solution to …
2017-2018 Goals
These are the five actionable measurable goals for the 2016-17 FY as selected by the board and influenced by the membership. Diversity Goal: 25% women by June 2018 Goal: We will reach out to diverse groups 6 times over the next year. Reach out consists of going to their events as representatives of AMT. Contacting …
Annual Tax Returns
As a federally recognized 501(c)(3), Ace Makerspace’s tax returns are available for public inspection : FY ending June 30, 2024 FY ending June 30, 2023 FY ending June 30, 2022 FY ending June 30, 2021 FY ending June 30, 2020; FY ending June 30, 2019 FY ending June 30, 2018 FY ending June 30, 2017 …
Petty Cash
Petty cash is stored within AMT270 For Officers & those seeking cash for purchases If cash is required because something cannot be purchased with a card or electronic payment, notify Treasurer that you’ll need to make a withdrawal. Once approved, withdraw cash from Petty Cash box. Save receipts/proof of payment in Expensify or Google Drive. …
Annual Budget Planning Process
This is the short list of resources referenced in this players’ guide. It is highly recommended that you read the players guide for context on how the resources are used. Limited Resources® The Game Players Reference Guide Annual Goals Chart of Accounts Recent Financial Infographics Survey Results Purchasing Information Wiki Pages Link to PITA/Benefit Calculator …
Purchasing
Everyone can make a purchasing request! The purchasing process varies based on who is requesting/doing it and if it is a one-time purchase, restocking something we normally have, or big ole capital purchase. There is a team of members who have Ace debit cards, but big (thousands, not hundreds) purchases are done by the ED …
Previous Budgets
Budget Creation Committee Composition: ideally comprised of 2 Directors, 2 Officers, 2 Stewards, and 2 Members. The budget committee uses data and ideas formatted as a tabletop game to posit, debate and vet ideas regarding spending and ultimately craft the 2017-2018 Fiscal Year Budget. This is approximately a 12-hour commitment over the course of the …
Tool and Equipment Acquisition Policy
Mission-driven Spending Decisions Ace is in the business of disrupting systems that have kept makerspace resources and benefits siloed to people of privilege. Key to that is creating welcoming inclusive environments and experiences for all types of users. We pay special attention to factors that may have kept Black, Indigenous, People of Color, transgender, gender-nonconforming, …