SWEET ADELINES INTERNATIONAL CORPORATION STATE OF THE REGION REPORT MAY 1, 2016 APRIL 30, 2017

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1 SWEET ADELINES INTERNATIONAL CORPORATION STATE OF THE REGION REPORT MAY 1, 2016 APRIL 30, 2017 Instructions to the Regional Management Team: Please collaborate to answer the following questions with the members of your regional management team. The Communications Coordinator will collect and summarize your input and submit your report to headquarters. The deadline for receipt is June 30, QUESTIONS PLEASE USE THIS COLUMN TO LIST YOUR ANSWERS FOR THE MAY 1, 2016 TO APRIL 30, 2017 FISCAL YEAR Region: Rocky Mountain Region 8 Communication Coordinator: Heather Reimnitz May we share your report with other Yes regions? In a separate document, please See attached Five Year Regional Education Plan. submit your region s Five Year Regional Education Plan (sample included in this distribution). Please submit the Regional Financial See attached Regional Financial Fact Sheet Part 1 and Part 2. Fact Sheet (Part 1 and Part 2) included in this distribution. Please describe your region s YWIH/youth outreach activities. Again this year, Region 8 provided funding for interested young women s scholarships to allow their participation in the BHS Summer Harmony Camp that the region supports with music and personnel music (chaperone assistance), as well as a female quartet to work with the girls during the weekend. In addition, for the third year, Region 8 has offered musical assistance for the young ladies festival sponsored by the Windsong Chorus in northeastern Colorado. Their chorus director, Annette Lambrecht, is a high school music teacher and also works with band/orchestra and drama students. Our rd place regional quartet, Free Fallin, provided harmonic assistance in teaching parts and barbershop basics as well as performing on the festival wrap up show. The region provided some financial assistance to help assure the best possible information was available for all. The Windsong Chorus has grown in numbers and musicality with the addition of some of these young singers, and we re delighted to be able to continue to support the worthwhile endeavor in this part of Region 8. Please provide your regional membership plan (e.g. detail regional efforts that impact membership growth and retention and an evaluation of your plan s effect on regional membership figures) including a description of your use of the Global Membership Program, and any successes and challenges you ve realized/encountered. Please provide your regional marketing plan including both internal and external marketing. Region 8 is excited to enter the 2017 year with the new Regional Executive Committee structure. The more formalized approach to membership support roles have been implemented and initial contacts with the support team suggests better communication with members and choruses. Our goals this year include: 1 Retain members through communication. We will be reaching out to members to be sure they are aware of the option to retain their SAI membership via Member At Large (MAL) or Chapter At Large (CAL) options, if deciding to leave a chorus for a while. 2 Encourage start up choruses in 4 key regional areas that should be able to support one or more choruses. These areas include Cheyenne WY, Logan UT, St. George UT, and along the Wasatch front (Salt Lake City area) UT. 3 Open communication between choruses by setting up a regional membership Facebook page to be used by choruses to share growth plans, membership night ideas, successes, and things that didn t work out. 4 Continue individual anniversary recognitions at regional convention, and growth and retention results at summer events. One area of growth for us is our marketing, specifically within social media. Doing so will help improve communication between regional members, increase external exposure to help membership grow, and help increase attendance in performances.

2 Have created a Region 8 Members Only Facebook page/group to help region members get to know each other and stay in touch. Sponsored/Boosted Facebook posts will be utilized to reach a target audience to increase membership. Will look into Region 8 branded swag to sell at regional convention and other educational events. Our members will purchase and use and therefore advertising our organization to future members. Many other small details of using technology to our advantage within our website, registration forms, social media, etc. will be improved to make the Region 8 brand consistent throughout everything we do. Describe your efforts to secure and train regional leaders and committee members. Please share any concerns or questions your RMT may have for the International Board of Directors and the Regional Leadership Committee. We continue to make our RMT more visible in the region at all regional events. With the new Regional Governance Structure, we have already brought on more members that haven t ever been in any sort of regional leadership role. This structure will be wonderful to develop future leaders and recruit other members in the region to fill these positions in the future. We are thrilled about the future in this area! Membership reports continue to be an issue. Never know when a new member joins the region, unless we compare a current list to an old list. Also having one member of Region 8 in a quartet and that quartet is not on our monthly quartet report. We have to find the information to put the quartet info on the website. The Sweet Adelines website continues to develop, but still can be hard to navigate at times. Accessing/Searching for arrangements can also be tedious. What do you consider the biggest challenges in your region this past fiscal year? Our constant challenge is our geography. Our region is one of (if not the) most spread out region in the organization. This is a constant struggle to get more of our members to regional events. We are having our annual summer education weekend in a different location and will continue to try to move around our region as long as we can find a facility to house us all. Many small choruses are frustrated with lack of membership growth and we have been trying to help some of the small choruses with new ideas. Now, with the new Regional Governance, the Regional Membership Director has help with the smaller aspects of membership, so she can hopefully be able to concentrate on getting membership info/ideas out. What do you consider the biggest successes in your region this past fiscal year? Successful convention in 2017 (although technically in fiscal year), despite the questionable weather conditions. All competitors and judges made it with some, but minimal, delays. New location, more centrally located in our region, which warranted better attendance in general. Communication continues to get better with a more regular member newsletter (Pieces of 8) electronically sent to EVERY Region 8 member. Have been more diligent in sending communication s to chapter leaders, quartets, and Chapter At Large members. The regional website continues to be utilized by more members and is updated regularly. A successful Quartet & Performance workshop weekend with International Quartet Champions, Frenzy! Having this incredible faculty for this event helped make the weekend extremely successful. Region 8 faculty coached quartets, which was well received and attended as well. We also had an informative and fun summer education weekend, Rocky Mountain Round Up, with Mary Rhea and Vickie Maybury as faculty. This was in a new location and more centrally located in the region. QUESTION FOR CURRENT FISCAL YEAR PLEASE USE THIS COLUMN TO LIST YOUR ANSWERS FOR THE CURRENT (MAY 1, 2017 TO APRIL 30, 2018) FISCAL YEAR

3 Please briefly describe the specific focus of your education plans for the fiscal year based on the information included in your Five Year Regional Education Plan. As one of the regions opting to participate in the Pilot Governance Project, we have agreed that our overall theme for this year is LEADERSHIP! With that in mind, our annual summer music camp Rocky Mountain Round Up is titled Leading the Way to A! and features Darin Drown as primary faculty. We will also provide classes by regional faculty with the focus on ways to learn and understand your music as well as what it takes to successfully help our choruses continue to grow in numbers and also in knowledge about the barbershop style. We re also providing each attendee with the opportunity to sing in a chorus directed by Darin so they can personally benefit from his solid barbershop background and teaching skills. The newly appointed REC and Resource Staff held a training and brainstorming session in June with our very own Leslie Galbreath newly appointed International Faculty Member facilitating some basics for the weekend. It provided an opportunity for all to feel the importance of their leadership position in Region 8 and also gave us many new and different ideas about how to proceed with plans to make it all happen! The region is scheduling a Leadership Workshop for chorus leaders musical and administrative in January 2018 with the faculty being Paula Davis and Therese Antonini. The Regional Education Director and the General Education Specialist are in the process of working with these two accomplished leaders to offer more of an understanding of what leadership means for everyone in the region. On the day preceding the start of the Leadership Workshop (actual title to be chosen soon!) will be our yearly Directors Workshop utilizing the skills of our International President, Paula Davis, as well as the many international gurus that Region 8 is blessed to have! Our chorus directors have requested that their own special workshop be attached to another regional education event so their choruses can benefit by spending funds on one travel expense and lodging fee, so we re pleased with their suggestion and look forward to another successful weekend adventure! We are also hoping to be able to reach out to more of our geographically separated choruses with personal visits and offers for musical assistance through this Pilot Governance Project due to the increase in leadership capability that has come forth through this program. Since our regional convention in 2018 will be held out of region in Phoenix (Region 21) we are anticipating that the Friday morning education class can be presented by one of 21 s outstanding faculty members! Stay tuned for that information!! The focus of these educational offerings is to broaden our thinking as well as to give our widespread geographical membership a chance to participate with more Region 8 members in a joint learning and growing experience! Together we lead as Musicians and Torchbearers!!

4 Rocky Mountain Region 8 Five-Year Regional Education Plan Event Title Leadership Workshop & Quartet Workshop coupled Possible Directors Qt & Performance Workshop Directors Workshop with Directors Workshop Workshop Educational Chorus Visits Jan. Event Dates Jan Jan TBD TBD At chapter request Event Location Denver area Denver area TBD TBD Region 8 Event Faculty Paula Davis, Therese Antonini Regional Faculty and Frenzy & Regl Faculty & Regional faculty TBD TBD REC/Resource Staff members Event Title Educational Chorus Visits Educational Chorus Visits Educational Chorus Visits Educational Chorus Visits Educational Chorus Visits Feb. Event Dates At chapter request Chapter request Chapter request Chapter request Chapter request Event Location Region 8 Event Faculty Regional Faculty & RMT Mbrs Regional Faculty & Leaders Regional Faculty & Leaders Regional Faculty & Leaders Regional Faculty & Leaders Event Title Educational Chorus Visits Educational Chorus Visits Educational Chorus Visits Educational Chorus Visits Mar. Event Dates Chapter Request Event Location Event Faculty Regional Faculty Regional Faculty & Leaders Regional Faculty & Leaders Regional Faculty & Leaders Event Title Region 8 Convention Region 8 Convention Apr. Event Dates April April 2-5 Event Location Phoenix, AZ Rapid City, SD Event Faculty Friday morn class - TBD Friday morn class - TBD Event Title Region 8 Convention Region 8 Convention Region 8 Convention May Event Dates May May May 6-9 Event Location Cheyenne, WY Cheyenne, WY TBD Event Faculty Pati Bouman-Membership Friday morn class - TBD Friday morn class - TBD Event Title June Event Dates Event Location Event Faculty Event Title Rocky Mountain Round Up Leading the Way to A!! Rocky Mountain Round Up Rocky Mountain Round Up Possible IES or RMRU Rocky Mountain Round Up July Event Dates July July TBD TBD TBD Event Location Park City, UT Pocatello, ID TBD TBD Event Faculty Darin Drown + Regl Faculty TBD Event Title Regl Leaders Training + IES Intl Directors Seminar Possible IES Aug. Event Dates August 1-6 San Antonio, TX TBD Event Location College Park, MD TBD Event Faculty Event Title International Convention + Educational Chorus Visits Leadership Training Sept. Event Dates Chapter request September Event Location New Orleans, LA Event Faculty Event Title International Convention + SAI 75 th Anniv International International Convention + International Convention Regional Leaders Training Educational Chorus Visits Conv +Leadership Training Director & Leadership Trng Oct. Event Dates October 9-14 October Chapter request October October Event Location Las Vegas, NV St Louis, MO Louisville, KY St Louis, MO Event Faculty Event Title Educational Chorus Visits Educational Chorus Visits Educational Chorus Visits Educational Chorus Visits Nov. Event Dates Chapter request Chapter request Chapter request Chapter request Event Location Event Faculty Dec. Event Title

5 Event Dates Event Location Event Faculty

6 SWEET ADELINES INTERNATIONAL CORPORATION REGIONAL FINANCIAL FACT SHEET PART 1 MAY 1, 2016 APRIL 30, 2017 QUESTIONS PLEASE USE THIS COLUMN TO LIST YOUR ANSWERS 1 Region: Rocky Mountain Region 8 2 Name of person completing Brenda Hershiser this form: 3 Title of person completing this Finance Coordinator form: 4 In a separate document, please Attached submit a print out from your accounting system of the Region s Balance Sheet for the above noted fiscal year. 5 In a separate document, please Attached submit a print out from your accounting system of the Region s Income Statement for the above noted fiscal year. 6 In a separate document, please Attached submit a print out of your fiscal year budget along with variance analysis for the above noted fiscal year. 7 If a U.S. Region, did you file Yes the required IRS Form 990 by the September 15 deadline? 8 If you did not file the Form 990, what is your plan to correct this situation and what is your target date for filing? 9 How many contests were held 0 during the period: 10 Total Revenue for the period 5/1/16 to 4/30/17: $ a If you had only one contest during the period, then enter the revenue amount from Line 10 above. This amount is also your Adjusted Total Revenue. 10b If you had two contests during the period, average the contest revenue and then subtract the average revenue of one contest from your Total Revenue on Line 10. The result is your Adjusted Total Revenue. 10c If you had zero contests, average the contest revenue for the most recent three contests and add that number to Total Revenue from Line 10 to Equal Adjusted Total Revenue. Total Revenue from Line 10: Minus Avg. Contest Revenue: Equals Adjusted Total Revenue: Total Revenue from Line 10: $ Add Avg. Contest Revenue: $46995 Equals Adjusted Total Revenue: $47198

7 SWEET ADELINES INTERNATIONAL CORPORATION PAGE 2 REGIONAL FINANCIAL FACT SHEET PART 1 MAY 1, 2016 APRIL 30, 2017 QUESTIONS 11 Total Expense for the period 5/1/16 to 4/30/17: 11a If you had only one contest N/A during the period, then enter the expense amount from Line 11 above. This amount is also your Adjusted Total Expense. 11b If you had two contests during the period, average the contest expenses and then subtract the average expense of one contest from your Total Expense on Line 11. The result is your Adjusted Total Expense. 11c If you had Zero contests, average the contest expenses for the most recent three contests and add that average to Total Expense from Line 11 to Equal Adjusted Total Expense. 12 Subtract Adjusted Total Expense from Adjusted Total Revenue to equal Adjusted Net (Gain or <Loss>) 13 Total Cash: $ Total Cash Equivalents at Year End: $ Sum of Total Cash and Total Cash Equivalents $ Percentage of Cash and Cash Equivalents to Adjusted Total Expenses (divide Total Cash and Cash Equivalents by Adjusted Total Expenses) 17 If the Percentage in line 16 above is less than 100%, what is your plan to increase this percentage? 18 Narrative (use to provide clarification of any above items) 19 Narrative (Looking forward, what do you see as your largest financial challenges or risks? 20 Narrative (Is there anything else you would like to communicate to the RLC or IBOD? PLEASE USE THIS COLUMN TO LIST YOUR ANSWERS $ Total Expense from Line 11: Minus Avg. Cost of 1 Contest: Equals Adjusted Total Expense: Total Expense from Line 11: $ Add Avg. Contest Expense: $ Equals Adjusted Total Expense: $ Adjusted Total Revenue: $47198 Minus Adjusted Total Expense: $42669 Equals Adjusted Net (Gain or <Loss>): $ % We have implemented a Fair Share Assessment where all members Must pay their competition registration as part of their regional dues. Since contest is one function that we must provide for all members, all Members should help shoulder the cost, even if not participating. We are projecting this will better help us budget for contest. We are also looking at new and cheaper venues. Increasing dues/fair share assessments and regional workshop fees will Discourage members from attending. Return this Fact Sheet with the State of the Region Report.

8 4:48 PM 06/26/17 Accrual Basis Apr 30, 17 RMR8 Balance Sheet As of April 30, 2017 ASSETS Current Assets Checking/Savings PAYPAL 1, YV BANK CHECKING 5, YV BANK SAVINGS 7, Total Checking/Savings 14, Accounts Receivable Accounts Receivable Total Accounts Receivable Other Current Assets Undeposited Funds Total Other Current Assets Total Current Assets 15, TOTAL ASSETS 15, LIABILITIES & EQUITY Liabilities Current Liabilities Accounts Payable Accounts Payable -3, Total Accounts Payable -3, Total Current Liabilities -3, Total Liabilities -3, Equity Opening Balance Equity 17, Unrestricted Net Assets -1, Net Income 2, Total Equity 18, TOTAL LIABILITIES & EQUITY 15, Page 1 of 1

9 4:52 PM 06/26/17 Accrual Basis RMR8 Profit & Loss Budget vs. Actual May 2016 through April 2017 May '16 - Apr 17 Budget $ Over Budget Ordinary Income/Expense Income ASSESSMENTS INSURANCE FUND 4, , QUARTET FUND 1, , RISERS 1, , YOUTH ADULT DUES 23, , , ASSESSMENTS - Other Total ASSESSMENTS 31, , , COMPETITION REGISTRATION 38, , , CONVENTION CONVENTION - CHEYENNE 2017 Charms DVD SLIDE CONVENTION - CHEYENNE Other , , Total CONVENTION - CHEYENNE , , , PREVIOUS YEAR CONV. COLO SPG 16 1, , Total CONVENTION 3, , , DIRECTOR MENTOR PROGRAM EDUCATIONAL EVENTS ARRANGER'S WORKSHOP DIRECTOR WORKSHOP , , OTHER EDUCATIONAL EVENTS , , QUARTET/VISUAL PERFORMANCE 9, , , RMRU 2016 CHEYENNE 6, , , Total EDUCATIONAL EVENTS 16, , INTEREST INCOME MISCELLANEOUS INCOME 1, MONIES CARRIED LAST FISCAL YEAR , , SAI REIMBURS FOR CHORUS VISITS 1, , , WAYS AND MEANS 1, , Total Income 94, , , Gross Profit 94, , , Expense COMMUNICATIONS - REIMNTZ EDUCATION FUND Page 1 of 6

10 4:52 PM 06/26/17 Accrual Basis RMR8 Profit & Loss Budget vs. Actual May 2016 through April 2017 May '16 - Apr 17 Budget $ Over Budget ELECTION EXPENSES TECHNOLOGY Total COMMUNICATIONS - REIMNTZ 1, , DIRECTOR COORD. - VIDAL DIRECTOR CERTIFICATION PROGRAM DIRECTOR MENTOR PROGRAM , , DIRECTOR WORKSHOP 4, , , EDUCATION FUND Total DIRECTOR COORD. - VIDAL 5, , EDUCATION COORD. - COX ARRANGER'S WORKSHOP CHORUS VISITS 2, , , EDUCATION FUND 1, EDUCATIONAL MATERIALS MISC. SUPPLIES OTHER EDUCATIONAL EVENTS QUARTET/VISUAL WORKSHOP 11, , , RMRU , , , YWIH CAMP 2, , Total EDUCATION COORD. - COX 22, , , EVENTS COORD. - MCCORMICK CONVENTION - PHOENIX , CSC , , EDUCATION FUND FUTURE RMRU DEPOSITS , , FUTURE SITE VISITS , INCOME FROM CONVENTION TO CARRY , , PREVIOUS YEAR CONVENTION , , , REGION CONV. CURRENT YEAR 17 11, , , RISER TRANSPORT AND LABOR 2, , , SILVER PINNACLES PROGRAM Total EVENTS COORD. - MCCORMICK 45, , , FINANCE - HERSHISER ACCOUNTING SERVICES 1, , BANK SERVICE CHARGES CREDIT CARD SERVICE CHARGES EDUCATION FUND INSURANCE 2, , , INVESTMENTS PAYPAL FEES Page 2 of 6

11 4:52 PM 06/26/17 Accrual Basis RMR8 Profit & Loss Budget vs. Actual May 2016 through April 2017 May '16 - Apr 17 Budget $ Over Budget POSTAGE RISER STORAGE SUPPLIES WAYS AND MEANS YSF DONATION , , Total FINANCE - HERSHISER 4, , , MARKETING - RYAN EDUCATION FUND MARKETING EXPENSES , Total MARKETING - RYAN 1, , MEMBERSHIP - BOUMAN EDUCATION FUND LEADERSHIP FORUM PROSPECTIVE CHORUS' RIBBONS, AWARDS, POSTAGE Total MEMBERSHIP - BOUMAN , TEAM COORDINATOR - HARWARD EDUCATION FUND GIFTS PRINTING QUARTET LOVE GIFT 1, , RMT 8, , , SUPPLIES TASK FORCE , , TRIAL JUDGES STIPEND Total TEAM COORDINATOR - HARWARD 9, , Total Expense 91, , , Net Ordinary Income 2, , Net Income 2, , Page 3 of 6

12 4:52 PM 06/26/17 Accrual Basis RMR8 Profit & Loss Budget vs. Actual May 2016 through April 2017 % of Budget Ordinary Income/Expense Income ASSESSMENTS INSURANCE FUND QUARTET FUND RISERS YOUTH ADULT DUES ASSESSMENTS - Other Total ASSESSMENTS 93.14% 93.14% 93.14% 205.0% 87.09% 90.34% COMPETITION REGISTRATION CONVENTION CONVENTION - CHEYENNE 2017 Charms DVD SLIDE CONVENTION - CHEYENNE Other Total CONVENTION - CHEYENNE % 5.0% 12.98% PREVIOUS YEAR CONV. COLO SPG 16 Total CONVENTION 72.91% 24.97% DIRECTOR MENTOR PROGRAM EDUCATIONAL EVENTS ARRANGER'S WORKSHOP DIRECTOR WORKSHOP OTHER EDUCATIONAL EVENTS QUARTET/VISUAL PERFORMANCE RMRU 2016 CHEYENNE Total EDUCATIONAL EVENTS 26.14% 118.5% % 97.81% INTEREST INCOME MISCELLANEOUS INCOME MONIES CARRIED LAST FISCAL YEAR SAI REIMBURS FOR CHORUS VISITS WAYS AND MEANS Total Income 9.67% 221.4% 32.48% 132.5% 73.98% Gross Profit 73.98% Expense COMMUNICATIONS - REIMNTZ EDUCATION FUND 88.2% Page 4 of 6

13 4:52 PM 06/26/17 Accrual Basis RMR8 Profit & Loss Budget vs. Actual May 2016 through April 2017 % of Budget ELECTION EXPENSES TECHNOLOGY Total COMMUNICATIONS - REIMNTZ 87.05% 81.88% DIRECTOR COORD. - VIDAL DIRECTOR CERTIFICATION PROGRAM DIRECTOR MENTOR PROGRAM DIRECTOR WORKSHOP EDUCATION FUND Total DIRECTOR COORD. - VIDAL 2.79% 181.6% % EDUCATION COORD. - COX ARRANGER'S WORKSHOP CHORUS VISITS EDUCATION FUND EDUCATIONAL MATERIALS MISC. SUPPLIES OTHER EDUCATIONAL EVENTS QUARTET/VISUAL WORKSHOP RMRU 2016 YWIH CAMP Total EDUCATION COORD. - COX 56.36% % 13.5% % 123.8% 75.83% % EVENTS COORD. - MCCORMICK CONVENTION - PHOENIX 2018 CSC EDUCATION FUND FUTURE RMRU DEPOSITS FUTURE SITE VISITS INCOME FROM CONVENTION TO CARRY PREVIOUS YEAR CONVENTION 2016 REGION CONV. CURRENT YEAR 17 RISER TRANSPORT AND LABOR SILVER PINNACLES PROGRAM Total EVENTS COORD. - MCCORMICK 17.33% % 63.57% % % 41.94% 62.76% FINANCE - HERSHISER ACCOUNTING SERVICES BANK SERVICE CHARGES CREDIT CARD SERVICE CHARGES EDUCATION FUND INSURANCE INVESTMENTS PAYPAL FEES 86.67% % 50.27% 60.07% Page 5 of 6

14 4:52 PM 06/26/17 Accrual Basis RMR8 Profit & Loss Budget vs. Actual May 2016 through April 2017 % of Budget POSTAGE RISER STORAGE SUPPLIES WAYS AND MEANS YSF DONATION Total FINANCE - HERSHISER % % 46.51% MARKETING - RYAN EDUCATION FUND MARKETING EXPENSES Total MARKETING - RYAN 68.24% 52.09% 56.7% MEMBERSHIP - BOUMAN EDUCATION FUND LEADERSHIP FORUM PROSPECTIVE CHORUS' RIBBONS, AWARDS, POSTAGE Total MEMBERSHIP - BOUMAN 86.0% 42.3% TEAM COORDINATOR - HARWARD EDUCATION FUND GIFTS PRINTING QUARTET LOVE GIFT RMT SUPPLIES TASK FORCE TRIAL JUDGES STIPEND Total TEAM COORDINATOR - HARWARD 55.99% 25.03% 81.25% % 91.01% Total Expense 73.1% Net Ordinary Income % Net Income % Page 6 of 6

15 10:08 PM 06/29/17 Accrual Basis RMR8 Profit & Loss May 2016 through April 2017 May '16 - Apr 17 Ordinary Income/Expense Income ASSESSMENTS INSURANCE FUND 4, QUARTET FUND 1, RISERS 1, YOUTH ADULT DUES 23, ASSESSMENTS - Other Total ASSESSMENTS 31, COMPETITION REGISTRATION 38, CONVENTION CONVENTION - CHEYENNE 2017 Charms DVD SLIDE CONVENTION - CHEYENNE Other Total CONVENTION - CHEYENNE , PREVIOUS YEAR CONV. COLO SPG 16 1, Total CONVENTION 3, EDUCATIONAL EVENTS DIRECTOR WORKSHOP QUARTET/VISUAL PERFORMANCE 9, RMRU 2016 CHEYENNE 6, Total EDUCATIONAL EVENTS 16, INTEREST INCOME 9.67 MISCELLANEOUS INCOME 1, SAI REIMBURS FOR CHORUS VISITS 1, WAYS AND MEANS 1, Total Income 94, Gross Profit 94, Expense COMMUNICATIONS - REIMNTZ EDUCATION FUND TECHNOLOGY Total COMMUNICATIONS - REIMNTZ 1, DIRECTOR COORD. - VIDAL DIRECTOR CERTIFICATION PROGRAM Page 1 of 3

16 10:08 PM 06/29/17 Accrual Basis RMR8 Profit & Loss May 2016 through April 2017 May '16 - Apr 17 DIRECTOR WORKSHOP 4, EDUCATION FUND Total DIRECTOR COORD. - VIDAL 5, EDUCATION COORD. - COX CHORUS VISITS 2, EDUCATION FUND 1, EDUCATIONAL MATERIALS QUARTET/VISUAL WORKSHOP 11, RMRU , YWIH CAMP 2, Total EDUCATION COORD. - COX 22, EVENTS COORD. - MCCORMICK CONVENTION - PHOENIX , CSC EDUCATION FUND FUTURE SITE VISITS PREVIOUS YEAR CONVENTION , REGION CONV. CURRENT YEAR 17 11, RISER TRANSPORT AND LABOR 2, Total EVENTS COORD. - MCCORMICK 45, FINANCE - HERSHISER ACCOUNTING SERVICES 1, BANK SERVICE CHARGES EDUCATION FUND INSURANCE 2, PAYPAL FEES POSTAGE SUPPLIES Total FINANCE - HERSHISER 4, MARKETING - RYAN EDUCATION FUND MARKETING EXPENSES Total MARKETING - RYAN 1, MEMBERSHIP - BOUMAN EDUCATION FUND Total MEMBERSHIP - BOUMAN TEAM COORDINATOR - HARWARD EDUCATION FUND GIFTS Page 2 of 3

17 10:08 PM 06/29/17 Accrual Basis RMR8 Profit & Loss May 2016 through April 2017 May '16 - Apr 17 QUARTET LOVE GIFT 1, RMT 8, Total TEAM COORDINATOR - HARWARD 9, Total Expense 91, Net Ordinary Income 2, Net Income 2, Page 3 of 3

18 SWEET ADELINES INTERNATIONAL CORPORATION REGIONAL FINANCIAL FACT SHEET PART 2 MAY 1, 2016 APRIL 30, 2017 QUESTIONS PLEASE USE THIS COLUMN TO LIST YOUR ANSWERS FOR THE MAY 1, 2016 TO APRIL 30, 2017 FISCAL YEAR Region: Rocky Mountain Region 8 Name of person completing this Brenda Hershiser form: Title of person completing form: Finance Coordinator REGISTRATION FEES There is space below for up to six events. You may provide additional event data if you wish. Include information for regional competition, weekends, camps, trainings, workshops, retreats, etc. for which registration is charged: Event name: Director s Workshop members: $40 CAL members: $40 youth members: $40 non-members and/or out-ofregion attendees (if applicable to this event): $40 Single ticket rates (if N/A applicable to this event): Actual Attendance: 20 Event length (# of days): 1 How often does this event usually occur (annually, every X year, etc.)? Annually meals? If so, how many? No housing? If so, how many nights? No Who was funded or partially RMT (6) Registration Waived funded by the region to Event Registration Chair Registration Waived, Hotel 2 nights attend this event (e.g. Event Coordinator Registration Waived, Hotel 2 nights directors, faculty, RMT Director Coordinator Registration Waived, Hotel 2 nights members, others) and what Regional Faculty (2) Hotel 2 nights, meals was funded (e.g. registration, transportation, meals, housing, etc.) for each of these people? Profit/loss for this event: -$ This includes expenses from former DWS in April 2016 Event name: Rocky Mountain Round Up members: $60 CAL members: $60

19 SWEET ADELINES INTERNATIONAL CORPORATION PAGE 2 REGIONAL FINANCIAL FACT SHEET PART 2 MAY 1, 2016 APRIL 30, 2017 QUESTIONS PLEASE USE THIS COLUMN TO LIST YOUR ANSWERS FOR THE MAY 1, 2016 TO APRIL 30, 2017 FISCAL YEAR youth members: $60 non-members and/or out-ofregion attendees (if applicable to this event): $60 Single ticket rates (if applicable to this event): Saturday Only - $40 Actual Attendance: 111 Event length (# of days): 2 How often does this event usually occur (annually, every X year, etc.)? Annually meals? If so, how many? No housing? If so, how many nights? No Who was funded or partially funded by the region to attend this event (e.g. directors, faculty, RMT members, others) and what was funded (e.g. registration, transportation, meals, housing, etc.) for each of these people? RMT (7) Registration Waived Event Registration Chair Registration waived, 2 nights hotel Event Coordinator 2 nights hotel Regional Faculty (2) Registration waived, 2 nights hotel Profit/loss for this event: $ Event name: Performance/Quartet Workshop members: $60 CAL members: $60 youth members: $60 non-members and/or out-ofregion attendees (if applicable to this event): $60 Single ticket rates (if applicable to this event): N/A Actual Attendance: 158 Event length (# of days): 1 How often does this event usually occur (annually, every X year, etc.)? meals? If so, how many? housing? If so, how many nights? Every 2 to 3 years No No

20 SWEET ADELINES INTERNATIONAL CORPORATION PAGE 3 REGIONAL FINANCIAL FACT SHEET PART 2 MAY 1, 2016 APRIL 30, 2017 QUESTIONS Who was funded or partially funded by the region to attend this event (e.g. directors, faculty, RMT members, others) and what was funded (e.g. registration, transportation, meals, housing, etc.) for each of these people? Profit/loss for this event: -$ Event name: members: CAL members: youth members: non-members and/or out-ofregion attendees (if applicable to this event): Single ticket rates (if applicable to this event): Actual Attendance: Event length (# of days): How often does this event usually occur (annually, every X year, etc.)? meals? If so, how many? housing? If so, how many nights? Who was funded or partially funded by the region to attend this event (e.g. directors, faculty, RMT members, others) and what was funded (e.g. registration, transportation, meals, housing, etc.) for each of these people? Profit/loss for this event: Event name: members: CAL members: youth members: PLEASE USE THIS COLUMN TO LIST YOUR ANSWERS FOR THE MAY 1, 2016 TO APRIL 30, 2017 FISCAL YEAR RMT (8) Registration Waived Since this was held in conjunction with our Director Workshop, Hotel costs were shared with that event. Quartet Faculty (4) Hotel, meals, transportation, ect.

21 SWEET ADELINES INTERNATIONAL CORPORATION PAGE 4 REGIONAL FINANCIAL FACT SHEET PART 2 MAY 1, 2016 APRIL 30, 2017 QUESTIONS non-members and/or out-ofregion attendees (if applicable to this event): Single ticket rates (if applicable to this event): Actual Attendance: Event length (# of days): How often does this event usually occur (annually, every X year, etc.)? meals? If so, how many? housing? If so, how many nights? Who was funded or partially funded by the region to attend this event (e.g. directors, faculty, RMT members, others) and what was funded (e.g. registration, transportation, meals, housing, etc.) for each of these people? Profit/loss for this event: Event name: members: CAL members: youth members: non-members and/or out-ofregion attendees (if applicable to this event): Single ticket rates (if applicable to this event): Actual Attendance: Event length (# of days): How often does this event usually occur (annually, every X year, etc.)? meals? If so, how many? housing? If so, how many nights? Who was funded or partially funded by the region to PLEASE USE THIS COLUMN TO LIST YOUR ANSWERS FOR THE MAY 1, 2016 TO APRIL 30, 2017 FISCAL YEAR

22 SWEET ADELINES INTERNATIONAL CORPORATION PAGE 5 REGIONAL FINANCIAL FACT SHEET PART 2 MAY 1, 2016 APRIL 30, 2017 QUESTIONS attend this event (e.g. directors, faculty, RMT members, others) and what was funded (e.g. registration, transportation, meals, housing, etc.) for each of these people? Profit/loss for this event: PLEASE USE THIS COLUMN TO LIST YOUR ANSWERS FOR THE MAY 1, 2016 TO APRIL 30, 2017 FISCAL YEAR \\SAI-SHARE\Groups\Corporate Services\RMTs\Regional SORs and AREs and 5-year Ed Plans\FY \SOR forms to be sent to Regions\Regional Financial Fact Sheet FY Part 2.doc Return Part 2 of this Fact Sheet with the State of the Region Report.