Society Chancellor of the Exchequer

The Society Chancellor of the Exchequer reports to the Society Treasurer, and is in charge of all financial activites for accounts other than the Corporate Office accounts. This office compiles financial information reported by all local branches of the Society for Creative Anachronism, Inc., to be used in the SCA's tax returns and other financial reports.

Society Exchequer:

Mistress Katrina Von Rosenberg (Traci Westberg)
480-807-5612 (Home), Email

Katrina von Rosenberg (OP) was furthering her education in a convent when her father arranged a marriage to a Russian merchant. She spends her days trying to stay warm and teaching the household Great Danes to course but considers it a success when she can keep them off the couch for more than an hour.

Traci Westberg lives near Phoenix, Arizona and works for a wire product manufacturer with locations in several states. When she is not at work or at a SCA function she enjoys walking her dogs and going to Cirque du Soleil Shows.

Deputies:

NMS Deputy

THL Guillane DeVaux (Susan L. Sackett)

217-494-6059 (Mobile)

Email

 

ACCEPS Treasurer (Ansteorran Credit Card Event Payment System)

Gulf Wars Deputy Exchequer

Laurel Deputy Exchequer

Pennsic Deputy Exchequer

Interkingdom Event Financial Policies (PDFs)

• Estrella War
• Gulf Wars
• Great Western War
• Pennsic War
• AnTir - West War

Non-Member Surcharge

• Non Member Surcharge submission form with column for VIP Passes (Excel spreadsheet)
• Non Member Surcharge submission form (Excel spreadsheet)
• Increase to the Non-Member Surcharge, and how it is to be collected
• Instructions for handling 'VIP Pass' at event check in

SCA Subsidiaries

• Creation of a New Subsidiary Corporation - SCA Illinois Inc. / FAQ about SCA Subsidiaries
• Powerpoint Presentation - Subsidiary Transitions
• Standard Operating Procedure for the Formation of and Transition to Subsidiary Corporations
• IRS Subsidiary Determination Letter

Society Financial Policies

• SCA Financial Policy
• Regarding the use of SCA funds to purchase gifts
• Waterbearing Activities and SCA Funds
• IRS Letter confirming the SCA's 501(c)(3) status for SCA, Inc.
• To change or open bank accounts:
  1. Download a Bank Account Request form (Excel file) and fill out all appropriate fields.
     Note: All kingdom and local groups must list the kingdom or a regional exchequer as a signatory on bank accounts
  2. Send all requests for bank accounts to your Kingdom Exchequer.
  3. Kingdom Exchequers will verify all information and forward your request to the Society Exchequer for processing.
     The Society Exchequer will verify the completeness and accuracy of your information and forward it to the SCA Corporate Office.
     

  If you do not have e-mail access, please call Owen Shribman at 714-643-2086 for instructions.

Forms & Reports

Warrant of Appointment to Financial Office

• PDF format
• Word document

Review of Books Report

Acknowledgement of Donation Form

Financial Report Forms

All financial reports have been updated as of April 19, 2012. See description of corrections & additions in the Version 3 Reports

 

Note: "Small" forms are for branches with only one bank account, no reported equipment and no newsletter income

"Medium" forms are standard for most branches

"Large" forms are an extended version for kingdom and large branch accounts

SCA, Inc. Financial Reports (US, non-subsidiary)
General Ledger (Excel)
SMALL BRANCHES	Excel spreadsheet (Locked)	Excel spreadsheet (Unlocked)	PDF file
MEDIUM BRANCHES	Excel spreadsheet (Locked)	Excel spreadsheet (Unlocked)	PDF file
LARGE BRANCHES	Excel spreadsheet (Locked)	Excel spreadsheet (Unlocked)	PDF file

SCA Financial Report: Negative (for branches that do not hold assets)
Excel spreadsheet	PDF file

ACCEPS report
Excel spreadsheet (Locked)	Excel spreadsheet (Unlocked)	PDF file

SCA, Inc. Financial Reports: non-US
General Ledger (Excel)
SMALL BRANCHES	Excel spreadsheet (Locked)	Excel spreadsheet (Unlocked)	PDF file
LARGE BRANCHES		Excel spreadsheet (Unlocked)

SCA, Inc. Financial Reports: Subsidiaries
General Ledger (Excel)
SMALL BRANCHES	Excel spreadsheet (Locked)	Excel spreadsheet (Unlocked)	PDF file
MEDIUM BRANCHES	Excel spreadsheet (Locked)	Excel spreadsheet (Unlocked)	PDF file
LARGE BRANCHES	Excel spreadsheet (Locked)	Excel spreadsheet (Unlocked)	PDF file

Kingdom Chancellors of the Exchequer & Kingdom Financial Policies