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2022-03-31-accounts

THE MARCE SOCIETY EXECUTIVE COMMITTEE’S REPORT FOR THE YEAR ENDED 31ST MARCH 2022

THE MARCE SOCIETY EXECUTIVE REPORT AND FINANCIAL INFORMATION FOR THE YEAR ENDED 31ST MARCH 2022

Registered Charity No: 326797

Officers: Dr. Jennifer Payne (President) Professor Vivette Glover (Treasurer) Mrs. Deborah Sims (Secretary) Professor Louise Howard (Immediate Past President) Dr. Lavinia Lumu (President Elect)

Administrator: Megan Pich

Address: 5034A Thoroughbred Lane Brentwood, TN 37027, USA

Bankers: Truist 309 22nd Ave. N., Ste. B Nashville, Tennessee 37203 United States

Charity no: 326797

THE MARCE SOCIETY EXECUTIVE COMMITTEE’S REPORT FOR THE YEAR ENDED 31ST MARCH 2022

The Executive Committee presents its report and accounts for the year ended 31st March 2022.

Aims and Organisation

The Society, which is a registered charity, was formed to advance the understanding, prevention and treatment of mental illness related to childbearing.

The Society was founded in January 1980 and registered with the Charity Commission in March 1985 and is governed by its constitution.

The Executives manage the affairs of the Society. The Society employs a part-time administrator.

There are autonomous or semi-autonomous branches in Australasia, Brazil, Canada, France, Germany, Japan, Italy, the Nordic countries, Portugal, Spain, the United States, and the United Kingdom.

Executives

The executives in office during the year are as stated in ‘Charity Information’. The appointment of executives is governed by the Constitution of the Society. Election to the Executive Committee is open to any member, proposed and seconded by other members.

Review of Financial Activities and Affairs

At 31st March 2022 the Society had bank balances of £67,919.32.

Reserves

The Charity maintains a reserve invested in a UBS Business Account, designated for shortfalls in the Biennial Conferences and other related expenditures. The Executive Committee endeavor to retain cash equal to one year’s expenditure.

Executives’ Responsibilities

The executives are obliged under charity law to prepare financial statements for each financial year.

The financial statements must properly present the receipts and payments account for the financial year and its assets and liabilities at the end of that year, and they must comply with applicable accounting standards, subject to any material departures disclosed and explained in the financial statements. The executives must prepare the financial statements on a going concern basis unless it is inappropriate for the adoption of suitable accounting policies, their consistent use in the financial statements, supported where necessary by reasonable and prudent judgments.

The executives confirm that the above requirements have been complied with in the financial statements.

In addition, the executives are responsible for maintaining adequate accounting records and sufficient internal controls to safeguard the assets of the charity and to prevent and detect fraud or any other irregularities.

Charity no: 326797

THE MARCE SOCIETY EXECUTIVE COMMITTEE’S REPORT FOR THE YEAR ENDED 31ST MARCH 2022

Approval

This report was approved by the Executive Committee on 20 December 2022 and signed on their behalf.

Professor Vivette Glover

Charity no: 326797

The Marce Society Balance Sheet Previous Year Comparison

As of March 31, 2022

ASSETS
Current Assets
Checking/Savings
1-101 · SunTrust Checking
1-103 · SunTrust Money Market
Total Checking/Savings
Accounts Receivable
6-000 · Accounts Receivable
6-601 · AR - MONA
6-201 · A/R - Australasian
6-301 · A/R - Francophone/Belgium
6-401 · A/R - German
6-501 · A.R - Italian
6-000 · Accounts Receivable - Other
Total 6-000 · Accounts Receivable
Total Accounts Receivable
Other Current Assets
UBS Investment Account
Prepaid Expenses - Meetings
Total Other Current Assets
Total Current Assets
TOTAL ASSETS
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Accounts Payable
8-505 · Accts Payable - Portugese
Chapt
8-504 · Accts Payable - Spanish
Chapter
8-501 · Accts Payable-UK/Ireland
8-502 · Accts Payable - Nordic
Chapter
8-503 · Accts Payable JRG Chapter
20000 · Accounts Payable
Total Accounts Payable
Other Current Liabilities
2-300 · Deferred Revenue
2-301 · Member Dues
Total 2-300 · Deferred Revenue
Total Other Current Liabilities
Total Current Liabilities
Total Liabilities
Equity
Opening Balance Equity
Retained Earnings
Unrestricted Net Assets
Net Income
Total Equity
TOTAL LIABILITIES & EQUITY
Mar 31, 22
Mar 31, 21
**$ Change **
**% Change **
82,899.60
21,886.39
61,013.21
26,271.95
26,269.33
2.62
278.77%
0.01%
109,171.55
48,155.72
61,015.83
8,190.00
7,260.00
930.00
7,802.00
4,068.00
3,734.00
2,465.00
2,122.00
343.00
0.00
2,313.00
-2,313.00
1,110.00
1,110.00
0.00
0.00
81,458.15
-81,458.15
126.71%
12.81%
91.79%
16.16%
-100.0%
0.0%
-100.0%
19,567.00
98,331.15
-78,764.15
-80.1%
19,567.00
98,331.15
-78,764.15
69,717.87
68,069.65
1,648.22
61,924.28
61,924.28
0.00
-80.1%
2.42%
0.0%
131,642.15
129,993.93
1,648.22
1.27%
260,380.70
276,480.80
-16,100.10
-5.82%
260,380.70
276,480.80
-16,100.10
-5.82%
1,170.00
510.00
660.00
960.00
2,370.00
-1,410.00
4,739.98
2,159.98
2,580.00
1,710.00
480.00
1,230.00
900.00
690.00
210.00
218.03
172.92
45.11
129.41%
-59.49%
119.45%
256.25%
30.44%
26.09%
9,698.01
6,382.90
3,315.11
14,655.00
10,545.00
4,110.00
51.94%
38.98%
14,655.00
10,545.00
4,110.00
38.98%
14,655.00
10,545.00
4,110.00
38.98%
24,353.01
16,927.90
7,425.11
43.86%
24,353.01
16,927.90
7,425.11
50,838.30
50,838.30
0.00
-3,099.00
-3,099.00
0.00
211,813.59
140,416.51
71,397.08
-23,525.21
71,397.08
-94,922.29
43.86%
0.0%
0.0%
50.85%
-132.95%
236,027.68
259,552.89
-23,525.21
-9.06%
260,380.69
276,480.79
-16,100.10
-5.82%

The Marce Society Balance Sheet Previous Year Comparison As of March 31, 2022