Status of 2008 Annual Financial Statements ( 3 March 2009 )
And No. Schedule 309 check No AFS needed Rcv'd Reviewed OK copied mailed to national received by national Entity Name
(see color key below)
1 - Groups
2 - Sections
3 - Committees
4 - Task Forces		 Person responsible for AFS
First and Last Names		 Status Comments
                  0: Angeles Chapter Hersh Kelley    
                  0: Angeles Chapter Kent Schwitkis    
                  0: Angeles Chapter Monica Suua    
0401 x               1: Airport-Marina Grp Esther Spachner    
0404 x   x x x x x x 1: Antelope Vly Grp Tom Shaffer Received by National  
0418 x[1] x             1: Central Grp Mary Leos Pacheco No AFS Required Kent Schwitkis: 1/8/2008 - no treasurer listed in schedule
0402 x   x x x x x x 1: Crescenta Valley Grp Jeremy Burnham Received by National  
0403 x[2]   x[3] x x       1: East San Gabriel Valley G madelyn shaull OK  
0405 x   x[4] x x       1: Long Beach Grp John Fries OK  
0406 x   x           1: Mt Baldy Grp Peggy Zappen Received  
0407 x   x x[5] x       1: Orange County Grp Chuck Buck OK  
0417 x   x x x       1: Orange-S Cty Sage Grp Patty Sappingfield OK  
0408 x   x x x       1: Palos Verdes-S Bay Grp Martha Bjerke OK  
0409 x   x x x x x x 1: Pasadena Grp Bill Joyce Received by National  
0411 x   x x x       1: Rio Hondo Grp Doris Lindberg OK  
0412 x               1: San Fernando Vly Grp Steve Rudolph    
0416 x   x x[6] x       1: Santa Clarita Vly Grp Melinda Arrendondo OK Kent Schwitkis:  2/1/2009 email sent regarding schedule a.
0414 x               1: Verdugo Hills Grp frank dobos    
0415 x               1: West LA Grp Art Antolick    
0457 x               2: 20's & 30's Singles Sec John Corcoran    
0451 x   x x[7] x x x x 2: Desert Peaks Sec gloria miladin Received by National  
0472 x   x x x       2: Gay & Lesbian Sec Karen Lovett OK  
0481 x   x x[8] x       2: Griffith Park Sec Dina Novak OK  
0452 x   x x[9] x x x x 2: Hundred Peaks Sec Sandy Burnside Received by National  
0470 x   x x[10] x       2: Internatl Comm Sec Jeffrey Slottow OK Kent Schwitkis:  2/5/2009 - email sent 2 comments: line 17 needs an explanation, and I need a bank statement
0460 x   x x x x x x 2: Mule Pack Sec Sandy Burnside Received by National  
0454 x   x x[11] x       2: Natural Science Sec Monica donley OK  
0455 x   x x x x x x 2: Nordic Ski Tour Sec Ken Kerner Received by National  
0456 x   x x[12] x       2: Orange Cty SS Sec Kim Breul OK  
0461 x   x[13]           2: River Touring Sec John Schroeder Received Kent Schwitkis:  email sent 2/12/2009 - spreadsheet and bank statement pdfs
0463 x   x x[14]         2: Sierra Peaks Sec Henry Arnebold Reviewed Kent Schwitkis:  2/1/2009 - 4 questions emailed to henry.  2/5/2009 - got answers.  Need SchF backup. 2/26/2009 - phone tag
0464 x   x[15] x[16]         2: Sierra Singles Sec Michele Lacher Reviewed Kent Schwitkis:  2/26/2009 - several issues, email sent.  2007 ye sellers of travel, 2007 and 2008 reconciliations.
0465 x               2: Ski Mountaineers Sec Tom Marsh    
0458 x               2: Wilderness Adv Sec Joel Goldberg    
0478 x X             3: Alpine Ski Mtneering Cmte John Wedberg No AFS Required  
0476 x   x[17]           3: Backpacking Cmte Joan Weaver Received Kent Schwitkis:  2/16/2009 - this one is highly incomplete from line 30 on.
0477 x   x x[18] x x x x 3: Bicycle Touring Cmte Linda Goff Received by National  
0471 x   x x[19]         3: Camera Cmte Peter Mason Reviewed  
0488 x   x x[20] x       3: Harwood Lodge David Sheehan OK  
0493 x               3: ICO (Orange County) Tina Reimer   ICO - OC not in Lori's database
0453 x   x x x       3: Inner City Outings Cmte Catherine Ronan OK  
0484 x               3: K-9 Hiking Cmte Joel Goldberg    
0487 x               3: Keller Peak Ski HutX Jacqueline Meese    
0480 x   x x[21] x       3: Lower Peaks Cmte Gordon Lindberg OK  
0468 x   x x x       3: Leadership Training Cmte Donna Lauck OK  
0474 x   x[22] x x       3: Mountain Bike CmteX Randall Danta OK  
0421 x   x x[23] x       3: Orange Cty Cons CmteX Jay Matchett OK  
0424 x X             3: Outings Mgmt CmteX Donna Specht No AFS Required  
0425 x X             3: Political CmteX (LA) Don Holtz No AFS Required  
0486 x   x x x       3: San Antonio Ski HutX Dan Domancich OK  
0497 x X             3: Urban Environment & Parks Mary Leos Pacheco No AFS Required  
0469 x   x x[24] x       3: Wilderness Training Cmte KC Reid OK  
0408[25] x   x x x       3: Ballona Wetlands Restoration Comm Steve Freedman OK  
0400 x X             3: Desert Outings Committee  Elden Hughes No AFS Required Not part of Angeles Chapter
0489 x X             3: Easy Hikers     No AFS Required  
0479 x X             3: Inner City Outings ROADS Joe Feinblatt No AFS Required Kent Schwitkis:  Entity dissolved in 2005, kas helped fill out form for 2006 AFS.
0483 x X             3: Local Hikes Committee     No AFS Required  
  x               3: Political Action Committee Alan Aronson    
  x X             3: Quercus Fund Gordon Nipp No AFS Required Taken over by national in 2007.
0422 x X             3: Safety Committee Donna Specht No AFS Required  
0466 x X             3: Trails Committee     No AFS Required  
  x               3: Forest Committee Erik Counceller   Kent Schwitkis:  Previous names:  Ancient Forest TF, Forest TF
0490 x   x x x x x x 4: Santa Monica Mtns TF Daphne Sturrock Received by National  
  x X             4: Ballona WetlandsTF Susan Suntree No AFS Required Kent Schwitkis:  entity dissolved (2006) and account went to Ballona Wetlands Restoration and Airport Marina
  x X             4: Crystal Cove TF Murray Rosenthal No AFS Required Kent Schwitkis:  Bank account was closed March 2005.
  x   x x x x x x 4: Orange Hills TF Carole Mintzer Received by National  
  x   x           4: Puente - Chino Hills TF Bridgitte Pinsky Received  
0456 x X             5: OCSS Finance Officer (No Input Req) Donna Specht No AFS Required  
none x X             5: Sierra Student Coalition (No Input Req)     No AFS Required  
                3: Coastal Protection Committee       Disbanded prior to 2006
                3: Little Hikers Committee        Disbanded prior to 2006
  x[26]               Ang: Cons MgmtX[27] Jay Matchett    
new entity in Lori's database
new treasurer according to lori
new address
no entry in Lori's database
new treasurer according to kent
[1]
Kent Schwitkis:
1/8/2008 - no treasurer listed in schedule
[2]
Kent Schwitkis:
1/8/2008 shaull indicated as treasurer
[3]
Kent Schwitkis:
Shaull sent spreadsheet by email 2/17/2009
[4]
Kent Schwitkis:
Fries sent spreadsheet via email 2/17/2009
[5]
Kent Schwitkis:
2/16/2009 - question about line 30d.  It shows up as (79), but is not linked to line 31.
2/17/2009 - chuck answered line 30d should be zeroed out, it is already in schedule c.
[6]
Kent Schwitkis:
2/1/2009 email sent regarding schedule a.
3/3/2009 talked to Ken Kerner - line 19a is montly meeting room rental
[7]
Kent Schwitkis:
2/5/2009 - two questions
1) line 17a and 17b should be reversed?
2) need schedule f
2/6/2009 - gloria reponds
[8]
Kent Schwitkis:
2/16/2009 - 3 issues: 1) line 19 needs schedule A, 2) need copy of bank statements 3) do you have merchandise - note line 40.

Latest econversation on 2/21/2009 - she mailed the forms a and f, plus the bank statements.
[9]
Kent Schwitkis:
2/1/2009 - issue with sales tax
2/3/2009 - Sandy responds.  Sales tax was paid by chapter.  Need to change report
[10]
Kent Schwitkis:
2/5/2009 - email sent 2 comments: line 17 needs an explanation, and I need a bank statement
2/5/2009 and 2/7/2009 they sent me bank statement pdfs and answered the line 17
[11]
Kent Schwitkis:
2/16/2009 - 2 issues 1) should line 13a and line 13b be reversed; 2) savings account vs CD lines on 2007 vs 2008 afs.
2/17/2009 - monica answered 1) yes 2) last year CD was put under savings cause it matured in 6 mons.
[12]
Kent Schwitkis:
2/16/2009 - line 16 is non zero.  Two dollars. Email sent to Donna Specht.
2/17/2009 - Donna responded (they paid the state)
[13]
Kent Schwitkis:
email sent 2/12/2009 - spreadsheet and bank statement pdfs
[14]
Kent Schwitkis:
2/1/2009 - 4 questions emailed to henry.
2/5/2009 - got answers.  Need SchF backup.
[15]
Kent Schwitkis:
AFS was electronic.  I had to print it out.
[16]
Kent Schwitkis:
2/26/2009 - several issues, email sent.  2007 ye sellers of travel, 2007 and 2008 reconciliations.
[17]
Kent Schwitkis:
2/16/2009 - this one is highly incomplete from line 30 on.
[18]
Kent Schwitkis:
2/5/2009 - question about line 6a.
2/9/2009 - linda agreed (email)
[19]
Kent Schwitkis:
2/16/2009 - big issue with line 16 (386). Email sent.
2/27/2009 and 3/2/2009 emails from peter indicating check sent to chapter.
[20]
Kent Schwitkis:
Could be that the CDs have been reported in the wrong place for years.
[21]
Kent Schwitkis:
2/16/2009 - sales tax issue (email sent)
2/24/2009 - talked to Gordan on the phone.  He wrote a check to the chapter for the sales tax
[22]
Kent Schwitkis:
Danta emailed spreadsheets on 2/21/2009.  2/24/2009 - I received the hardcopy
[23]
Kent Schwitkis:
2/16/2009 - line 11.a.i is (500) should be 500.  email to jay machett.
[24]
Kent Schwitkis:
2/16/2009 - 4 issues: 1) line 16 is non-zero, it should be zero and reflected in line 1h. 2) should we be depreciating them. 3) shouldn't we be writing off the lost snowshoes 4) do you have more detail on the reconcillation items.
2/18/2009 - KC responds.  She sent check to chapter.  AFS corrected.
[25]
Kent Schwitkis:
This id is the same as PVSB
[26]
Kent Schwitkis:
1/8/2008 - no treasurer in schedule
[27]
Kent Schwitkis:
1/8/2009 - new committee