July 2, 2004
To: Board of Directors, SAPOA
From: Beverly Willison
Subject: Audit of 9-1-2002/8-31-2003 Books
I have completed the audit of these records.
The procedure used adhered to generally accepted accounting principles,
namely:
1. All income was verified by tracing the flow of funds from checks and
cash received by SAPOA into the two bank accounts.
2. An payments were examined. Documentation is attached to an checks, and
all checks are accurately recorded on all bank statements.
There are no errors of omissions, and I believe this audit provides a reasonable
basis for my conclusion that the records and statements I examined accurately
present the financial position of SAPOA as of August 31, 2003. Mrs. Martin
continues to provide detailed and accurate records.
Comments, suggestions:
I believe that a regular schedule of financial reports, rather than a random
(i.e. board meeting date) report, would be more viable. However, I certainly
recognize that we are all volunteers, and doing what works best for the individuals
involved may override this.
Regarding the distribution of funds between the accounts, I could see how
difficult this has become. The payments are a combination of payments received
on time, late payments with or without a late fee, payments made to settle
past due bills with or without a late fee, and payments from the collection
agency. (What did I overlook?) I could see the difficulty in making the current
distributions of 25/75%, and accounting for late payments in whatever method
was in place at the time. Perhaps this could be streamlined in this way: make
all deposits to the general fund, then on a predetermined schedule, such
as monthly, transfer 75% to the Beach Road account.