Page 12 - 100 Day Report-2021

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100 Day Report 100 Day Report
GRAND THESAURISTES
Michael B. Bruno
Since the 100 days of the start of the 49th Admi- nistration of Grand Sire Archon Dwayne M. Murray, the following activity have taken place with the Office of the Grand Thesauristes:
With the Grand Grammateus, other Officers and Archons, implemented the recommendations of the external auditors in connection with the December 31, 2019 audit. The auditors made five recommendations to correct four deficien- cies in the Fraternity’s internal controls that the auditors considered material weaknesses. The noted deficiencies did not impact the auditors’ opinion on the Fraternity’s financial statements which resulted in an unmodified (clean) opinion, consistent with prior years.
Submitted to the Grand Officers and Chair of Finance, the Fraternity’s unaudited compiled fi- nancial statements for the month of July 31, 2020, August 31, 2020 and September 30, 2020. The September 30, 2020 statements will be posted to the Fraternity’s website under the Thesauristes page.
Assisted the Grand Grammateus and Chair of the Finance Committee in preparation of the
Amended 2020 Proposed Budget and the 2021 Proposed Budget for review and approval by the Executive Committee.
Filed with the IRS, the Fraternity’s (3) three Forms 990 Information Returns for the year ended De- cember 31, 2019, reporting the Fraternity’s financial operations and the Return of the Consolidated Financial Operations of the Regional and member Boulés required to be included in the return. Also filed the Form 990T.
Posted to the Fraternity’s website under the The- sauristes page, the Fraternity’s audited financial statements and the Forms 990 Information Re- turns for the year ended December 31, 2019.
Assisted the Grand Grammateus and Archon Terrance Blount with the major revision of the Fraternity’s Travel Policies for Officers and Archons for ultimate approval by the Executive Committee in August 2020.
Developed a process for assisting those mem- ber boules in need of assistance to enable them to remit their annual financial statements to the Grand Office more accurately, timely and make payment of the Grand Tax by the due date of March 31 each year.
Participated in a Virtual Staff Meeting of the Office of the Grand Boulé. Made a presentation to staff relative to the importance of the Fraternity’s mon- thly financial statements. Explained the nature and purpose of internal controls associated therewith.
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