Brother Kelly Shannon (Phi Iota)
P.O. Box 11163, Tempe, AZ 85284
Phone - Cell: 602-295-1006
E-mail: wkellyshannon@gmail.com
Past Activities
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Closed out FY ’10 - ’11 financials (attached)
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Prepared FY ’11 - ’12 financials through the end of April for the District Meeting (attached)
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Converting financials from current Excel format to Quicken
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Closely managed cash position
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Wrote off “uncleared” checks over 18 months old
Notes to FY’11 Full Year Financial Statements
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Finished 2011 with over $97,000 in assets
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Revenue (11.7% higher than 2010) was strong in almost every category, driven primarily by very strong membership numbers
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Reinstatement fees & District Meeting Split contributed significantly to Revenue
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Spending (4.8% lower than 2010) was under control, despite having some events that caused unplanned travel by the District Counselor
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Investment fund, ~$83K, had some volatile months but has posted a modest gain from 2010
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Other expenses included website design ($750), past DKRS expenses ($893), Undergraduate congratulations ($300), disbursement for flag sales ($169.82) & 12th District ad design
Notes to FY11 Year-to-Date Financial Statements
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Revenue is down 9.5% from prior year primarily due to low membership numbers
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If membership numbers stay at the current rate and Economic Development Income does not materialize, we could see a ~$5000 operating deficit (without cutting expenses)
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It is too soon in the year to comment on spending trends since most spending is associated with the District Meeting. I have provided all Officers & Committee Chairs with spending targets.
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The bank accounts reflect healthy liquidity
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The Accounts Receivable reflects $10,000 moved from the Investment account to a high return, short term investment (will be covered in the Investment Team report).
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Still need to accrue for the bond
Upcoming Activities and/or Deadlines
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Transition DKF information to incoming DKF
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Renew the Bond (3 years)
Issues and Recommendations
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Continue filing & monitoring the 990s EVERY year (see attachment) for EVERY chapter
Yours in Friendship,
SUMMARY ACTIVITY STATEMENT (As of Oct 31, 2011)
BALANCE SHEET (ending Oct 31, 2011)
ACCUMULATED SURPLUS OR DEFICIT STATEMENT (FY10-11)
SUMMARY ACTIVITY STATEMENT (as of Apr 30,2012)
SUMMARY ACTIVITY STATEMENT (As of Apr 30, 2012)
BALANCE SHEET (ending 4/30/2012)
ACCUMULATED SURPLUS OR DEFICIT STATEMENT (FY11-12)
Omega Psi Phi Fraternity, Inc.
12th District 
District Counselor
Brother Lawton Connelly, Esq. (Phi Iota)
23739 N. High Dunes Rd. Florence, AZ 85232
Phone – Cell: 602-790-5999 Fax:
Email: lawtonjr@hotmail.com
Brothers,
As has been symbolic during my tenure as District Counselor, I am again able to announce that there are no pending lawsuits within the 12th District. Below are the items I have been involved with since the last Fall Council Meeting:
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Update on San Jose State University investigation – As stated at the Winter Council Meeting, on January 27, 2012, per the District Representative, a formal investigation began regarding illicit MSP activity. The investigation was completed. However, in late March 2012, the DR got wind of an illicit and unauthorized initiation of two undergraduate students (Chandler Jones and Keith Smith) at San Jose State University who were the same two that were involved in the January 2012 investigation. The allegation was corroborated by multiple sources, including a brother initiated through Xi Gamma chapter. As a result, one brother has been expelled (Kenneth Easter), and two other brothers are on probation (Keenan Brown and Therren Wilburn). Chandler Jones and Keith Smith have been permanently banned from seeking membership into the Omega Psi Phi Fraternity, Inc.
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MSP Certification and Re-certification program– Bro. DR Sedrick Spencer put me in charge of the District’s MSP Certification and Re-certification program. Per the Grand Counselor Chris Cooper, in light of a litigation result involving another NPHC fraternity, he opined that Omega must have a MSP re-certification program. He designated this authority to the district representatives. These have been accomplished through MSP teleconferences lasting between 20-45 minutes in length (typically on Tuesday nights) at 8:30 California time. The area representatives will also be doing MSP Certifications and re-certifications at area meetings. For brothers that have participated in the teleconferences but have not gotten me their certification forms, please do so as soon as possible. I have furnished the DKRS a list of brothers who have completed the certification/re-certification process through me AND who have sent me their certification form. A digital signature (i.e., “/s/ Bro. Thoroughly Immersed”) is acceptable. Most importantly, if you have never done so, then you must take the online MSP examination and get a score of at least 70%. Email me your Certificate of Excellence to lawtonjr@hotmail.com. Attached is a list from IHQ of brothers who completed the online MSP Examination.
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Special Event Checklist – For chapter meetings/retreats, and for any event in which members from the public will be present, there must be a special event checklist completed. To streamline the process, after the meeting, turn in the chapter meeting information sheet regarding your respective chapter meetings and events already calendared from now through October 31, 2012. If checklists are not turned into IHQ 30 or more days prior to the event, then you must submit a $50 late fee payment to IHQ. Checklists will be rejected if the event is 10 days or less away. In that case, go to privateinsurance.com to obtain a private insurance policy. Also, when signing contracts, state “XXX chapter, an unincorporated chapter of Omega Psi Phi Fraternity, Inc.” Lastly, undergrad chapters must co-host event with a graduate chapter if alcohol is being served/sold at the event.
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Get Right Program – The “get right” program is where we get, as past Bro. DR Charles Peevy would say, ‘brothers’ without control numbers legitimate. Another term is “renegade” brother. Bro. DR Sedrick Spencer has turned this program over to me. I encourage you to let others know about this program. If you know of anyone who falls in the category, have that person contact me as soon as possible.
Humbly serving Omega,
Omega Psi Phi Fraternity, Inc.
12th District
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