Undergraduate Finance Association Budget
FY2010 (July 1, 2009 - June 30, 2010)
UFA's goals include providing knowledge of finance for all those interested in learning about financial markets, developing and maintaining a network of alumni and friends in finance and on Wall Street who can share their experiences with students back at Carnegie Mellon, creating simulations and case competitions that allow students to simulate actual events from the finance world, hosting information sessions and speaking engagements relating to the finance industry, and organizing a variety of other campus events relating to our mission.
JFC Rep:
Summary
| Requested | |
|---|---|
| Expenditures | $9,319.99 |
| Capital | $0.00 |
| Revenue | ($3,440.00) |
| Final | $5,879.99 |
| Recommended | |
|---|---|
| Expenditures | $4,470.00 |
| Capital | $0.00 |
| Revenue | ($3,440.00) |
| Final | $1,030.00 |
| Final | |
|---|---|
| Expenditures | $4,470.00 |
| Capital | $0.00 |
| Revenue | ($3,440.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $1,030.00 |
| FY10 Starting Balance | $1,030.00 |
Revenue
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Membership and Dues (-) | $140.00 | $140.00 | $140.00 |
Premium Member Paid Dues |
| Donations/Contributions (-) | $400.00 | $400.00 | $400.00 |
Funding provided by Tepper for Refreshments only ($200 per semester) |
| Donations/Contributions (-) | $2,500.00 | $2,500.00 | $2,500.00 |
Approximate funding recieved for Network Manhattan |
| Donations/Contributions (-) | $400.00 | $400.00 | $400.00 |
Sponsors for UFA Case Competitions |
| Sub-Total | -$3,440.00 | -$3,440.00 | -$3,440.00 |
Carreer Fair/Networking Event
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Travel Local (+) | $1,199.99 | $0.00 | $0.00 |
Travel for Executive Board to Network Manhattan for Summer 2009 |
| Rental-Facilities (+) | $5,000.00 | $2,500.00 | $2,500.00 |
Renting Hotel Reception Room for Network Manhattan |
| Lodging Domestic (+) | $500.00 | $0.00 | $0.00 |
Hotel Rooms for Executive Board in NYC ($250 per night per room and 2 rooms) |
| Office Supplies (+) | $100.00 | $100.00 | $100.00 |
Print out Name Tags for the Students, Recruiters, and Alumni |
| Sub-Total | $6,799.99 | $2,600.00 | $2,600.00 |
Case Competitions
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Gifts Unallowable (+) | $600.00 | $400.00 | $400.00 |
Gifts for the Student Winners of the Case Competitions |
| Advertising Public Relations (+) | $200.00 | $200.00 | $200.00 |
Banners for UFA Case Competitions |
| Periodicals (+) | $90.00 | $90.00 | $90.00 |
Purchase of Business Cases for UFA Case Competitions (3 total competitions) |
| Refreshments (+) | $500.00 | $500.00 | $500.00 |
Food and Drinks for UFA Case Competitions |
| Gifts Unallowable (+) | $150.00 | $0.00 | $0.00 |
Gifts for Case Competitions Judges |
| Sub-Total | $1,540.00 | $1,190.00 | $1,190.00 |
Uncategorized Items
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Copying and Reproduction External (+) | $180.00 | $180.00 | $180.00 |
General Marketing Expenses for UFA Events (approximately $30.00 per month) |
| Refreshments (+) | $600.00 | $300.00 | $300.00 |
Food and Drinks for Speaker Series events (2-4 per semester) |
| Meals Domestic (+) | $200.00 | $200.00 | $200.00 |
Professor Dinner Events (2 per semester) |
| Sub-Total | $980.00 | $680.00 | $680.00 |
By Object Code
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Advertising Public Relations (+) | $200.00 | $200.00 | $200.00 | Banners for UFA Case Competitions |
| Copying and Reproduction External (+) | $180.00 | $180.00 | $180.00 | General Marketing Expenses for UFA Events (approximately $30.00 per month) |
| Donations/Contributions (-) | $400.00 | $400.00 | $400.00 | Funding provided by Tepper for Refreshments only ($200 per semester) |
| Donations/Contributions (-) | $2,500.00 | $2,500.00 | $2,500.00 | Approximate funding recieved for Network Manhattan |
| Donations/Contributions (-) | $400.00 | $400.00 | $400.00 | Sponsors for UFA Case Competitions |
| Gifts Unallowable (+) | $600.00 | $400.00 | $400.00 | Gifts for the Student Winners of the Case Competitions |
| Gifts Unallowable (+) | $150.00 | $0.00 | $0.00 | Gifts for Case Competitions Judges |
| Lodging Domestic (+) | $500.00 | $0.00 | $0.00 | Hotel Rooms for Executive Board in NYC ($250 per night per room and 2 rooms) |
| Meals Domestic (+) | $200.00 | $200.00 | $200.00 | Professor Dinner Events (2 per semester) |
| Membership and Dues (-) | $140.00 | $140.00 | $140.00 | Premium Member Paid Dues |
| Office Supplies (+) | $100.00 | $100.00 | $100.00 | Print out Name Tags for the Students, Recruiters, and Alumni |
| Periodicals (+) | $90.00 | $90.00 | $90.00 | Purchase of Business Cases for UFA Case Competitions (3 total competitions) |
| Refreshments (+) | $600.00 | $300.00 | $300.00 | Food and Drinks for Speaker Series events (2-4 per semester) |
| Refreshments (+) | $500.00 | $500.00 | $500.00 | Food and Drinks for UFA Case Competitions |
| Rental-Facilities (+) | $5,000.00 | $2,500.00 | $2,500.00 | Renting Hotel Reception Room for Network Manhattan |
| Travel Local (+) | $1,199.99 | $0.00 | $0.00 | Travel for Executive Board to Network Manhattan for Summer 2009 |
By Ocode
| Requested | |
|---|---|
| Advertising Public Relations | $200.00 |
| Copying and Reproduction External | $180.00 |
| Donations/Contributions | $3,300.00 |
| Gifts Unallowable | $750.00 |
| Lodging Domestic | $500.00 |
| Meals Domestic | $200.00 |
| Membership and Dues | $140.00 |
| Office Supplies | $100.00 |
| Periodicals | $90.00 |
| Refreshments | $1,100.00 |
| Rental-Facilities | $5,000.00 |
| Travel Local | $1,199.99 |
| Recommended | |
|---|---|
| Advertising Public Relations | $200.00 |
| Copying and Reproduction External | $180.00 |
| Donations/Contributions | $3,300.00 |
| Gifts Unallowable | $400.00 |
| Lodging Domestic | $0.00 |
| Meals Domestic | $200.00 |
| Membership and Dues | $140.00 |
| Office Supplies | $100.00 |
| Periodicals | $90.00 |
| Refreshments | $800.00 |
| Rental-Facilities | $2,500.00 |
| Travel Local | $0.00 |
| Final | |
|---|---|
| Advertising Public Relations | $200.00 |
| Copying and Reproduction External | $180.00 |
| Donations/Contributions | $3,300.00 |
| Gifts Unallowable | $400.00 |
| Lodging Domestic | $0.00 |
| Meals Domestic | $200.00 |
| Membership and Dues | $140.00 |
| Office Supplies | $100.00 |
| Periodicals | $90.00 |
| Refreshments | $800.00 |
| Rental-Facilities | $2,500.00 |
| Travel Local | $0.00 |
Summary
| Requested | |
|---|---|
| Expenditures | $9,319.99 |
| Capital | $0.00 |
| Revenue | ($3,440.00) |
| Final | $5,879.99 |
| Recommended | |
|---|---|
| Expenditures | $4,470.00 |
| Capital | $0.00 |
| Revenue | ($3,440.00) |
| Final | $1,030.00 |
| Final | |
|---|---|
| Expenditures | $4,470.00 |
| Capital | $0.00 |
| Revenue | ($3,440.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $1,030.00 |
| FY10 Starting Balance | $1,030.00 |