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CPUFOAAI President and Treasurer's Report Sept 2012 - Dec 2014

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CPUFOAAI President and Treasurer's Report Sept 2012 - Dec 2014 as receive through email from outgoing president May Vail Lee.

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CPUFOAAI President and Treasurer's Report Sept 2012 - Dec 2014

  1. 1. CPUFOAAI President and Treasurer’s Report September 2012 – December 2014
  2. 2. CPUFOAAI CONSTITUTION AND BY-LAWS OF THE CENTRAL PHILIPPINE UNIVERSITY FEDERATION OF OVERSEAS ALUMNI ASSOCIATIONS, INC. PREAMBLE AND STATEMENT OF PURPOSE “Bound by the Central Spirit, we, the Central Philippine University Federation of Overseas Alumni Associations, committed to building a global federation of individuals and groups of alumni; fostering cooperation, collaboration and camaraderie among Federation members; providing the means by which the members can exchange information, support one another and remain vitally linked with the Alma Mater; and committed to assisting Central Philippine University attain and enhance its vision and mission.”
  3. 3. CPUFOAAI The Central Philippine University Federation of Overseas Alumni Association, Inc. (hereafter called CPUFOAAI) “partners with CPU and its Mother Chapter, the CPUAAI, in working to strengthen the common bond in the attainment of CPU’s vision and mission,” which are: VISION: “ A University committed to Exemplary Christian Education for Life (EXCEL) and responsive to the needs of the total person and the world.” MISSION: “The mission of Central Philippine University is to carry out a program of spiritual, intellectual, moral, scientific, technological, and cultural training, and allied studies under influences which strengthen Christian faith, build up character and promote scholarship, research and community service.”
  4. 4. VISION STATEMENT: “The CPUFOAAI bound together and empowered by the Central Spirit, is committed to building a global community of individuals and alumni groups; and alumni/ae, and to foster cooperation, collaboration and camaraderie among themselves; providing the means by which the members can exchange information, support one another and at the same time remain vitally linked with the alma mater; and committed in assisting Central Philippine University (CPU) attain and enhance its vision and mission.” MISSION STATEMENT: “The CPUFOAAI is a federation of individuals, groups, and alumni/ae associations which dedicates its spiritual, moral, intellectual, and financial resources to increasing the capacity of CPU to fulfill its purpose of “spiritual, mental, moral, scientific, industrial, technical, cultural training, and allied studies for the youth, men and women, under influences which strengthen, Christian faith and build up character and promote scholarship and research.” CPUFOAAI
  5. 5. 1. CPUFOAAI CONSTITUTION AND BYLAWS: Revised - 2006 CBL revision done 11-27-13. Ratified - Revision ratified 01-22-14 CPUFOAAI September 2012 – December 2014 2. PRODUCED A“REFERRAL HANDOUT” from the response to Survey/Questionnaire, which were sent to all the Chapters and officers two times. It is hope that the “referral handout” will help the Chapters prepare for their members’ aging curb, meeting its members’ needs, retain their current members; and at the same time reach out to the younger generation and do recruitment.
  6. 6. 3. TASK FORCE: Composed of various CPUFOAAI leaders. Worked on a proposal to raise funds for CPU. On July 13, 2013, the Task Force concluded that due to the CPUFOAAI organizational structure and its volunteer leadership, it was next to impossible to have enough volunteers to work on the project and meet the monthly remittance quota/requirements, thus the proposal was not pursued 4. IMPLEMENTED THE GLOBAL REUNION HOSTING/ VETTING AND VOTING PROCESS OF CPUFPOAAI OFFICERS. FUTURE HOST CHAPTERS: 2016 - CPUAA SoCal 2018 - CPUAA Midwest, USA 5. “GLOBAL REUNION HANDBOOK (GRH)”: The Global Reunion Handbook Committee has produced the GRH. Josie Dayao, Chairperson is circulating the draft of the GRH to Chapters, officers and the membership for comments & more suggestions. Then the GRH will be presented to the Board for comments/suggestions & approval.
  7. 7. 6. NOMINATION COMMITTEE: Mandated by the ratified CBL, the nomination committee produced a report on June 7, 2014. The report was approved by the Executive Committee, whose action was also mandated by the ratified CBL. The report included the 2014 nomination, election and appeals procedures, which were used during the 2014 Global Reunion (GR). 7. NEW CHAPTERS: December 31, 2012 - CPUAA - Calgary Chapter October 15, 2013 - CPUAA - Thailand Chapter October 19, 2013 - CPUAA of Central California 9. INDUCTION OF OFFICERS: January 11, 2014 - CPUFOAA President gave the message and inducted the CPUAA SoCal Chapter officers during their 40th Anniversary of the founding of the SoCal Chapter.
  8. 8. 9. BUSINESS TRIP : June 22, 2013 -The President attended the CPUAA Norcalaa Chapter in SF Bay Area and showed the members Dr. Ted C. Robles report and, discussed the following 2010 Global Reunion residual issues: the 10% Embassy Suites hotel rebate and the 10% Souvenir Program net profit that was due to the Federation. The 3-years Chapter dues and the wisdom of having two Chapters in Northern California to meet the needs of the members that have to drive 3-4 hours to attend the Chapter meetings in either the Bay Area or the Central Valley. Before the end of 2013, the Federation received all the funds that were discussed. June 24, 2013 –The President attended the meeting of the CPUAA Norcalaa Chapter members living in the California Central Valley (Sacramento, Modesto, Merced, Stockton, Fresno and other places) and discussed the 10% hotel rebate, the 10% Souvenir net profit due to the Federation, the 3-years Chapter dues and the wisdom of having two Chapters in Northern California to meet the needs of the members that have to drive 3-4 hours to attend the Chapter meetings in either the Bay Area or the Central Valley. The Central Valley members enthusiastically agreed to have their own Chapter and not have to travel for 3-4 hours. By October the members created Central Philippine University Alumni Association of Central California (CPUAACC) and elected their officers. July 7, 2013 – The President attended the CPUAA SoCal Chapter meeting. Participated in the deliberation, gave a report and gave Dr. Robles the proceeds from my June 1, 2013 fundraising.
  9. 9. September 20 - 21, 2013 – The President attended the Florida Chapter Steering Committee meeting with Swan/Dolphin staff; and on the 21st attended the Chapter meeting & discussed the global reunion preparation. September 28, 2013 - The President met with the Boston Area Alumni, who are now planning to form a Chapter. October 5, 2013 - The President had a heart to heart dialogue with the Northeastern Chapter, which resulted in the Chapter actively joining the CPUFOAAI. January 11, 2014 – The President attended the CPUAA SoCal Chapter 40th Anniversary, was the keynote speaker and also inducted the officers. 10: CONGRATULATORY/ANNIVERSARIES, MESSAGES & LETTERS FOR SOUVENIR PROGRAMS TO THE FOLLOWING CHAPTERS: a. 12-07-12 - CPUAA Montreal Chapter b. 02-07-13 - CPUAA Kingdom of Saudi Arabia Chapter c. 03-01-13 - CPUAA United Arab Emirates Chapter d. 04-06-12 - CPUAA Greater Toronto Area Chapter e. 08-30-13 - CPU High School Centennial f. 09-07-13 - U-Day Alumni Homecoming
  10. 10. g. 10-04-13 - CPUAA Midwest Chapter - 35th Founder’s Day Anniversary Souvenir Program h. 01-11-14 - CPUAA SoCal Chapter - 40th Anniversary Souvenir Program i. 02-28-14 - CPUAA United Arab Emirates Chapter j. 07-24-27-14 - 8th CPU Global Reunion Message 11. CPUFOAAI LINKAGE WITH ALUMNI GROUPS : Linkage with over 80 Face Book groups & individual accounts. Linkage with over 60 Chapters/Officers/alumni Email accounts. Linkage with Face Book groups helped “The Link” in its publications as they quoted the CPUFOAAI postings. Helped the Chair of the HS Centennial preparation/messaging. Helped facilitate donations during the Haiyan Typhoon disaster.
  11. 11. Linked alumni with CPU, International Ministries & other groups. Linked alumni with the preparation, reservations, dissemination & other activities of the 8th CPU Global Reunion information. 12. DONATIONS: CPUAA Norcalaa Chapter - donated (to CPUFOAAI) the 10% rebate from 6th CPU Global Reunion hotel lodging from the Embassy Suite Hotel in July 2010. CPUAA Norcalaa Chapter - donated (to CPUFOAAI) 10% from its proceeds of the 6th CPU Global Reunion Souvenir Program income in July 2010. CPUFOAAI donated $2,000 (2013 - $1,000 & 2014- $1,000) towards the Alumni Homecoming. CPUFOAAI donated $1,000 towards the Kindergarten building repair fundraising and helped with fundraising linkage with Chapters, individuals and CPU.
  12. 12. CPUFOAAI donated $3,000 towards the Typhoon Haiyan fundraising. 13. FUNDRAISING: a. May R. Vail Lee’s Fundraising for Work Student-God’s Grace Program Endowment Fund (WSGGPEF) = $2,932.10 b. Vivian Vail Endriga Fundraising for Song Books = $190.00 14. CHAPTER DUES: a. 2013 –Federation Dues collected = $1, 700 from seven (7) active Chapters (BC-WA. Calgary, Florida, Greater Toronto Area, Montreal, Northern California, North Texas and Southern California). b. 2014 - Federation Dues collected = $1,150 from 15 active Chapters (BC-WA, Calgary, Central Calif., Florida, Greater Toronto Area, KSA, Las Vegas, Michigan, Midwest, Montreal, Norcalaa, Northeast, North TX, So Cal & So TX) . 15. INDIVIDUAL DUES: = $360 from 27 new members.
  13. 13. 16. GLOBAL REUNIONS: September, 2012 - Successful - 7th CPU Global Reunion in Sidney, Australia; and election and induction of officers. 2014 - 8TH CPU Global Reunion –was hosted by the CPUAA Florida, Inc. (CPUAAFI) in Orlando, Florida on July 24-27, 2014. CPUAAFI is a State of Florida and also a Federal non-profit organization. The CPUAAFI members worked so hard to deliver a very successful Global Reunion (GR) that alumni immensely enjoyed. Election and induction of officers were also held .There are some recommendations that future CPUFOAAI leadership will have to implement. 17. RECOMMENDATIONS: a. Recommending the next leadership develop a fundraising strategy for CPUFOAAI. b. Recommending that Federation Leadership review, clarify, and revise, as needed, the relationship between the Federation and the Chapter hosting the Global Reunion, including structure, process, and criteria for “ownership” of the Global Reunion Queen Fund Raising Event. c. Recommending reevaluation of the existing CPUFOAAI regions due to the lack of Chapters or at least alumni living in the area and to develop and implement a plan to restructure the leadership to reflect attention to issues of sustainability, relevance, equitable representation, etc. Possibly taking into consideration the population density and driving distances (i.e., Northeast, & DC).
  14. 14. d. Recommending 2nd Vice President position be eliminated and Regional Vice President (RVP) report directly to the 1st Vice President (VP). Current set up creates a top-heavy organization. Where representation might be needed in the future, a Regional VP (RVP) positions should be created rather than a 2nd VP. e. Recommending the development and implementation of a realistic and sustainable strategic plan that includes systematic and timely information sharing to Federation and Chapter leaderships with regard to appropriate roles, responsibilities, and obligations of federation membership to the Federation, as well as a federation program for building viable, sustainable, and welcoming communities of alumni/ae who are willing to be involved in the life and work of the Federation. f. Recommending that the autonomy of the Chapter has to be looked at in relation to officers occupying or holding two positions in the Federation, which not only creates conflict of interest but also deprives the chance for other alumni leaders to participate in the Federation representation, and make a difference. g. Recommending concerted efforts to help revive inactive Chapters. h. Recommending the development and implementation of a realistic, sustainable, affirming recruitment plan for reaching alumni/ae to ensure that they are linked to the Federation, chapter, or Alma Mater.
  15. 15. i. Recommending sending out a survey, which focus on building a community with mutual respect. It should consult alums, both members and not, about what they want, establishing credibility and integrity of the leadership, and, developing a program that alumni would want to be a part of. j. Recommending a real & crucial “campaign” to identify alums and make contact with them. The Federation programs should create programs that allow for different kinds of “contributions” and linkages to the organization and to CPU. k. Recommending that the Federation should avoid just being seen or just holding up “fund raising,” or be seen as the transmission belt of the university or the mother alumni. l. Recommending the review, clarification, and revision as appropriate, of the CBL in order to develop a realistic, sustainable, and acceptable statutory structure and process for the governance of the Federation. This should include attention to such issues as the statutory relationship between the Federation and its member chapters, the Federation to the “mother alumni/ae association,” the University, and its various publics and constituencies.
  16. 16. CPUFOAA FINANCIAL STATEMENT FOR 2013 FROM JANUARY 01, 2013 TO DECEMBER 31, 2013 BALANCE FORWARD OF CHEQUING ACCOUNT AS AT JANUARY 01, 2013 $18,0078.57 INCOME AS AT DECEMBER 31, 2013 $19,798.610 EXPENSES/DONATIONS FROM JANUARY 01, 2013 TO DECEMBER 31, 2013 -$24,078.12 BALANCE $13,719.05 BALANCE FORWARD OF SAVINGS/INVESTMENT ACCOUNT AS AT JANUARY 01, 2013 $25,175.97 INTEREST AS AT DECEMBER 31, 2013 $ 35.15 BALANCE $25,175.97 TOTAL BALANCE $38,895.02
  17. 17. BREAKDOWN OF ACCOUNT ACTIVITY: A. INCOME CHAPTER MEMBERSHIP DUES .CPUAA – BRITISH COLUMBIA-WASHINGTON $500.00 .CPUAA – CALGARY $100.00 .CPUAA – FLORIDA $100.00 .CPUAA – GREATER TORONTO AREA $400.00 .CPUAA – MONTREAL $100.00 .CPUAA – NORTHERN CALIFORNIA $300.00 .CPUAA – NORTH TEXAS $100.00 .CPUAA – SOUTHERN CALIFORNIA $100.00 SUB-TOTAL $1,700.00 INDIVIDUAL MEMBERSHIP DUES .NENETTE IMPERIAL/GLENN CUADRA $ 30.00 .FILMORE/MARY MAE RIEGO $ 10.00 SUB-TOTAL $ 40.00
  18. 18. DONATIONS RECEIVED GOD’S GRACE $ 1,975.00 CENTRAL SPIRIT LIVES (HIGH SCHOOL ’62 DONATION) $ 750.00 PASTORS’ KIDS $ 250.00 KINDERGARTEN $ 2,825.00 TYPHOON HAIYAN $11,066.00 SUB-TOTAL $16,866.00 OTHER DONATIONS 10% FROM THE 6TH GLOBAL REUNION $ 1,192.60 HOSTED BY CPUAA – NORTHERN CALIFORNIA GRAND TOTAL $19,798.60
  19. 19. EXPENSES/DISBURSED DONATIONS 1. EXPENSES OFFICE SUPPLIES $ 59.02 2012 TAX PREPARATION $ 490.00 CPUFOAA STATE FILING FEE (REFUND TO FLORA GRACE CUDIAMAT) $ 15.00 2013 STATE OF ILLINOIS ANNUAL REPORT FEE $ 10.00 TRAVEL EXPENSES AIRLINE TICKET REFUND TO MAY LEE - SAN FRANCISCO/LOS ANGELES CHAPTER MEETINGS $ 309.60 AIRLINE TICKET REFUND TO MAY LEE - FLORIDA/NORTHEAR USA CHAPTER MEETINGS $ 837.50 SUB-TOTAL $ 1,147.10 2. DISBURSED DONATIONS CPUFOAA HOMECOMING DONATION $ 1,000.00 GOD’S GRACE $ 1,875.00 KINDERGARTEN $ 3,825.00 PASTORS’ KIDS $ 250.00 CENTRAL SPIRIT LIVES (HIGH SCHOOL ‘62 DONATION) $ 1,350.00 TYPHOON HAIYAN $14,066.00 SUB-TOTAL $22,366.00 GRAND TOTAL $24,099.12
  20. 20. CPUFOAA FINANCIAL STATEMENT FOR 2014 FROM JANUARY 01, 2014 TO JUNE 30, 2014 BALANCE FORWARD OF CHEQUING ACCOUNT AS AT JANUARY 01, 2014 $13,719.05 INCOME AS AT JUNE 30, 2014 $ 5,530.00 EXPENSES/DONATIONS FROM JANUARY 01, 2014 TO JUNE 30, 2014 -$ 5,452.70 BALANCE $13,796.35 BALANCE FORWARD OF SAVINGS/INVESTMENT ACCOUNT AS AT JANUARY 01, 2014 $25,172.78 INTEREST AS AT DECEMBER 31, 2013 $ 11.19 BALANCE $25,183.97 TOTAL BALANCE $ 38,980.32
  21. 21. BREAKDOWN OF ACCOUNT ACTIVITY: A. INCOME CHAPTER MEMBERSHIP DUES .CPUAA – CENTRAL CALIFORNIA FOR 2013 $100.00 .CPUAA – CENTRAL CALIFORNIA FOR 2014 $ 50.00 .CPUAA – MICHIGAN FOR 2013 $100.00 .CPUAA – MICHIGAN FOR 2014/2015 $100.00 .CPUAA – MIDWEST FOR 2013/2014 $150.00 SUB-TOTAL $ 500.00 INDIVIDUAL MEMBERSHIP DUES .LESTER/JEAN RUIZ $ 20.00 DONATIONS RECEIVED .CENTRAL SPIRIT (HIGH SCHOOL ’62 DONATION) $1,000.00 .GOD’S GRACE $ 100.00 .STUDENT LOAN PROGRAM $2,250.00 .TYPHOON HAIYAN $1,660.00 SUB-TOTAL $5,010.00 GRAND TOTAL $5,530.00
  22. 22. B. EXPENSES/DISBURSED DONATIONS 1. EXPENSES OFFICE SUPPLIES $ 27.60 AIRLINE TICKET REFUND TO MAY LEE – $ 341.60 (ANAHEIM, CA 40th CHAP. ANNIVERSARY SPEAKER) 2. DISBURSED DONATIONS CENTRAL SPIRIT (HIGH SCHOOL ’62 DONATION) $1,000.00 KINDERGARTEN $ 325.00 SOW A SEED $ 137.50 STUDENT LOAN PROGRAM $2,250.00 TYPHOON HAIYAN $ 920.00 SUB-TOTAL $5,082.50 GRAND TOTAL $5,452.70
  23. 23. The second half of the 2014 Financial Report will be sent out later in January 2015. Thank you for the chance to serve the Federation and working with you all! MAY R. VAIL LEE NEVA JEAN C. CATO CPUFOAAI President CPUFOAAI Treasurer
  24. 24. MADAMO NGA SALAMAT!

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