WPSA 2020 annual membership report

Letter from the President and other relevant society information as of June 2020.

Transcript

1. West Point Society of Atlanta 2019-2020 Annual Membership Report // 27 June 2020 Serving the Outstanding Long Gray Line of ATL!
2. President’s Letter: We have grown! Dear Fellow Grads, I’m proud to be leading our Alumni in the ATL area in my second year as President. I want to thank our Board and my Officers for finishing up a phenomenal year. These individuals donated precious time to ensuring our organization’s success. This past year, we had some goals: throw a great Army-GSU Tailgate, grow membership, and improve our career development activities. I’m pleased to report we accomplished every goal except one: unfortunately, COVID-19 was not cooperative with our Founders Day -- we had lined up Ambassador Andrew Young to speak! We will continue with FD next year. There is more to accomplish. In the coming year, our focus will be strengthening the base – our younger grads and helping them career wise whether it be finding a job or helping them get their next business venture off the ground. I look forward to stewarding our organization into 2021. Grip Hands! Samir Patel ‘08 404-723-8410 samir@trophypointinvestment.com
3. Highlights of past year: Army-GSU Football Game (Oct 2019) 1700-2000 attendees – one of the largest Army tailgates in the country! GBI Director talk with WPSA (Jan 2020)
4. Your Board of Governors – July 1st 2020 thru June 30th, 2021 ’95 James Duncan ‘21 ‘08 Bryan Spencer ’21 ’09 Alex Mikstas ’21 ’69 Dave Hofstetter ’22 ‘87 Sana Mason ’22 ‘99 Matt Abel ’22 ’11 Ma’shon Wilson ‘22 *new board members ratified at Annual Membership Meeting. ’71 Jim Eberle* ’23 ’85 Jeff Plank* ‘23 ’99 Alex Vela* ‘23 ’08 Samir Patel* ’23 Past Presidents ’89 Joe Perdue ’86 Bill Basnett ’81 Steve Russell ‘85 Kris Fuhr* ’21
5. Upcoming 2020-2021 Events – Mark these dates! Event Date Notes Founders Day (2020) 29 Aug 2020 Our venue had to cancel. Will host next year in 2021. Top Golf Challenge TBD for Sept 2020 At Top Golf Midtown ATL. Happy Hours Resume Oct 2020 Always 3rd Thurs of each month. Subject to health guidance. LEADS Conference TBD (Oct or Nov) Fall Family Picnic 24 Oct 2020 Mike Bowers ‘63 family farm Army-Navy Watch Party 12 Dec 2020 Founders Day (2021) 20 March 2021 Date confirmed. GSU-Army Football (2021) 04 Sept 2021 Army coming back to Atlanta to play GSU!
6. Admissions Report  USMA candidates entering this year: 51  USMAPS candidates entering this year: 17  List of Names of Candidates/High Schools: Click Here Field Force Team Dale Hajost ’82 / dhajost@big-inc.com Jim Altemose ’68 / fja@chadzilla.com Alisha Houston ’00 / lishann7@gmail.com
7. Finance Report – we intend to invest further in developing WPSA’s capabilities.  Assets  CD#1 cash: $4,007.14  CD#2 cash: $3,984.89  Share account: $10,722.03  Checking Account: $20,941.01  TOTAL Assets: $39,790.07  Liabilities (thru next FY June 2021):  Exec Director future Payroll Liability: $3,600  Accounts Payable: $400  TOTAL Liabilities: $4,000  NET: $35,955.07 Our intent is grow WPSA’s ability to help our graduates in the ATL area along with aiding military/veteran centric charities.
8. Our Strategic Partners – they are vital to our growth As a result of our massive Army-GSU Tailgate, we gained two important, strategic partners of WPSA. Georgia’s Own Credit Union and First Command Financial are two organizations dedicated to supporting veteran related causes and I’m thrilled they chose to support WPSA with significant financial support that allows us to continue the great things we are doing. Please take a moment to learn more about them. Both firms promise to treat you with dignity and are there to help make your life easier with unique, PERSONALIZED service due to your affiliation with WPSA. Personalized financial planning and retirement products Steve Cyr, USMA ’82 sacyr@firstcommand.com 404.350.8443 Personalized Private Banking for WPSA members Ashley Glover aeglover@georgiasown.org 404.874.1166 e: 3647
9. Grad/ Career Support Jim Eberle ‘71 leads this effort and has done a remarkable job helping grads find not only employment but also with their entrepreneurial ventures. Jim’s distinguished career spans a diverse set of operational and leadership roles resulting in successful acquisitions of his companies. Jim’s Contact Info: jim@eberle71.com We have a list of Grads Hiring Grads, please CLICK HERE for that list.
10. Membership:  Please pay dues here: Click Here  Membership is growing!  114 calendar year (2020) dues paying members.  133 Lifetime Members.  Please consider marking your calendars every January to pay WPSA dues.  Dues are important because it helps provide resources to plan the events we organize every year. It also covers our part-time salaried Executive Director who keeps our organization moving forward each month.  Please note, Dues Membership is based on calendar year while WPSA operates on a July to June fiscal year.  Please contact Jan Heath at jdheathwpsa@gmail.com if you have questions about Dues.  2019 Current Dues:  Active Duty: $20  Graduate: $35  Lifetime (one time fee): $450  Surviving Spouse of a Grad: Free Lifetime Membership
11. John R Petty Foundation – our charitable arm for Veterans! We are seeking volunteers! WPSA’s affiliated charity - the John R Petty Foundation supports various veteran-related initiatives. We routinely sponsor a table (approx. $2,500) at well-regarded charities such as the Veterans Empowerment Organization (which takes care of homeless and disadvantaged veterans) and the Johnny Mac Soldiers Fund (providing college scholarships to children of fallen service members). There are multiple ways to support the mission of JRPF: • Buy our very own high quality wine “ The Long Gray Vine” (both in Italian White + Red varieties). • Amazon SMILE (every Amazon purchase yields a % back to JRPF: • search for JOHN R PETTY FOUNDATION, EIN: Email Dale Hajost ‘82 at dhajost@big-inc.com. $40 per bottle. If you would like the Foundation to make a donation to a military or veteran centric cause, please contact Dale Hajost ‘82 at dhajost@big-inc.com. There is a form to fill out and the Board will vote on approval to disburse funds.
12. New BOG members (“*”) were approved at the virtual Annual Membership Meeting, 27 June 2020. West Point Society of Atlanta Approved Board of Governors July 1, 2020-June 30, 2021 ‘85 Kris Fuhr* ’21 ’95 James Duncan ‘21 ‘08 Bryan Spencer ’21 ’09 Alex Mikstas ’21 ’69 Dave Hofstetter ’22 ‘87 Sana Mason ’22 ‘99 Matt Abel ’22 ’11 Mashon Wilson ‘22 ’71 Jim Eberle* ’23 ’85 Jeff Plank* ‘23 ’99 Alex Vela* ‘23 ’08 Samir Patel* ’23 Past Presidents ’89 Joe Perdue ’86 Bill Basnett ’81 Steve Russell * Board members required vote for new term.
13. 2020 State of Georgia Appointments for the USMA class of 2024 & 2025 USMA Name City/State High School ARCE, JOSEPH WALKER FIELDS WEST POINT, NY NORTH PAULDING HIGH SCHOOL BARLOW, SPENCER TAYLOR ATLANTA, GA DECATUR HIGH SCHOOL BELL, LEVI HILAND MAYSVILLE, GA JEFFERSON HIGH SCHOOL BIBBINS, AARON MICHEAL WEST POINT, NY SPRAYBERRY SENIOR HIGH SCHOOL BRAY, SAVANNAH DENELL WOODSTOCK, GA ETOWAH HIGH SCHOOL BROWN, SAMUEL TRENTON WEST POINT, NY PEACHTREE RIDGE HIGH SCHOOL BRYCE, KYLE JOSEPH JEFFERSON, GA JACKSON CO COMPREHENSIVE HS CHMIELEWSKI, THEODORE MITCHELL WEST POINT, NY PERRY HIGH SCHOOL CURRAN, MARGARET ANN MCDONOUGH, GA COMMUNITY CHRISTIAN SCHOOL DIXON, ISRAEL KENDRICK CONYERS, GA NEWTON HIGH SCHOOL FILIPOWICZ, JACKSON ROBERT ALPHARETTA, GA BLESSED TRINITY CATHOLIC HS FORLINES, DANIEL BROOKS COLUMBUS, GA ST ANNE-PACELLI CATHOLIC SCH GAINES, AIDAN MACKENZIE ROME, GA ROME HIGH SCHOOL GEKAS, GEORGE ALEXANDER ROSWELL, GA ROSWELL HIGH SCHOOL GILDER, JOHN GRAYSON ALPHARETTA, GA BLESSED TRINITY CATHOLIC HS GONZALEZ, JOSEPH TYLER MIDLAND, GA COLUMBUS HIGH SCHOOL GRIFFIN, CHARLES LEE III APO, AE 09898 CARROLLTON HIGH SCHOOL HENDRICKSON, GRAHAM STEPHEN SAVANNAH, GA BENEDICTINE MILITARY SCHOOL HERNDON, AUSTIN LEE WEST POINT, NY LOGANVILLE HIGH SCHOOL JANG, ALBERT DULUTH, GA PEACHTREE RIDGE HIGH SCHOOL JONES, HALEIGH FAITH WEST POINT, NY BENJAMIN E MAYS HIGH SCHOOL KAHIGA, WILLIE JUSTUS MUYA JR WEST POINT, NY RABUN GAP-NACOOCHEE SCHOOL KEATON, AUTUMN GRACE TEMPLE, GA HARALSON COUNTY HIGH SCHOOL KLOEPPER, ALEXANDER KILLIAN FORT BENNING, GA COLUMBUS HIGH SCHOOL KNIGHTS, KIJANA EMMANUEL COVINGTON, GA NEWTON HIGH SCHOOL KOKER-THOMAS, ISRAEL ARKOVENANT GRAYSON, GA SHILOH HIGH SCHOOL MCCARTY, NA'IM ALEXANDER DOUGLASVILLE, GA CHAPEL HILL HIGH SCHOOL MCDANIEL, JOHN COLLINS WEST POINT, NY SANDY CREEK HIGH SCHOOL METZ, JOSEPH KAROL CUMMING, GA PINECREST ACADEMY MOBLEY, ALEXANDER MARTIN WEST POINT, NY NALEPA, MAXIMILLIAN JOHN SAVANNAH, GA HOWE MILITARY SCHOOL NAYMAN, PAXTON JOHN WEST POINT, NY CREEKVIEW HIGH SCHOOL OGLESBEE, PATRICK WEST POINT, NY TATTNALL COUNTY HIGH SCHOOL PAGAN, ALEXANDER MANUEL WEST POINT, NY FIRST PRESBYTERIAN CHRSTN ACAD PAKKAM, ANUSHA SAIRAJ ALEXANDRIA, VA WAKEFIELD HIGH SCHOOL PALAIAN, KAITLIN GRACE ATLANTA, GA HENRY W GRADY HIGH SCHOOL PERKINS, AIDAN CONLON LAWRENCEVILLE, GA BROOKWOOD HIGH SCHOOL PHILLIPS, WILLIAM CHARLES ALPHARETTA, GA LAUREL SPRINGS SCHOOL
14. POWELL, JACKSON ALLEN BUFORD, GA BUFORD HIGH SCHOOL RAINEY, JAELIN EVERITT JUNCTION CITY, KS NORTHGATE HIGH SCHOOL RIVERA, JAELA ESPERANZA STOCKBRIDGE, GA DUTCHTOWN HIGH SCHOOL ROBERTS, PAUL TIMOTHY II WEST POINT, NY LAKESIDE HIGH SCHOOL ROBINSON, TYRELL ISAIAH WEST POINT, NY EAST PAULDING HIGH SCHOOL RUMBAUGH, JOSEPH PAUL MARTINEZ, GA LAKESIDE HIGH SCHOOL RYLEY, JARED QUINN MARIETTA, GA WHEELER HIGH SCHOOL SHAH, RATHIN R HAMPTON, GA CREEKSIDE CHRISTIAN ACADEMY THOMAS, SEBASTIEN CHRISTOPHER SUWANEE, GA NORTH GWINNETT HIGH SCHOOL VAN DER WALT, LIZETTE MARY PATRICIA BALL GROUND, GA CREEKVIEW HIGH SCHOOL WEST, JAYLON CHARLES WEST POINT, NY HENRY COUNTY HIGH SCHOOL WILKERSON, WYLDE WADE KATHLEEN, GA VETERANS HIGH SCHOOL WOODALL, GARRETT STEWART WEST POINT, NY WEST FORSYTH HIGH SCHOOL USMAPS ANDREWS, HANNAH CATHERINE VILLA RICA, GA VILLA RICA HIGH SCHOOL BARNES, COREY JAYE JR MCDONOUGH, GA LAKE GIBSON SR HIGH SCHOOL BONNER, QUINCY WEST LOGANVILLE, GA MEADOWCREEK HIGH SCHOOL BOWMAN, AMODIEO DEMARRICK APO, AP 96338 NORTH SPRINGS CHARTER HS BROWN, DEVON MARCUS ATLANTA, GA WESTLAKE HIGH SCHOOL FIELD, COREY DAVIEL JOHNS CREEK, GA CHATTAHOOCHEE HIGH SCHOOL HUTCHESON, ANDREW THOMAS JOHNS CREEK, GA NORTHVIEW HIGH SCHOOL JOHNSON, MARKEL JU'LES ALLENHURST, GA LIBERTY COUNTY HIGH SCHOOL KEEPFER, ANDREW THOMAS COLUMBUS, GA HOME SCHOOLED LIGE, ISAIAH MALIK ATLANTA, GA WESTLAKE HIGH SCHOOL MARTINEZ, LEONEL GRIFFIN, GA SPALDING HIGH SCHOOL MILLER, ANDRE ANTHONY JR SAVANNAH, GA SAVANNAH COUNTRY DAY SCHOOL NGUYEN, VINCE VU JESUP, GA WAYNE COUNTY HIGH SCHOOL SCHURR, CAMERON MICHAEL CUMMING, GA SOUTH FORSYTH HIGH SCHOOL SMITH, COOPER LANDON BOWDON, GA BOWDON HIGH SCHOOL TINERELLA, ANTHONY MICHAEL FORT BENNING, GA BARRON COLLIER HIGH SCHOOL WILLIAMS, ASHLON LAVI JR AUGUSTA, GA AQUINAS HIGH SCHOOL
15. WPSA CDs 2019-2020.xlsx Account Name : WPSA 1 YEAR TDA MATURITY Account Number : 303630-0301 Date Range : 05/31/2019-06/01/2020 Date Description Amount Debit Amount Credit Balance Check Number 3/31/2020 Deposit Dividend 1.689% 10.18 $ 4,007.14 $ 2/6/2020 Transaction COMMENT - $ 2/6/2020 Deposit Dividend 1.689% 6.65 $ 3,996.96 $ 12/31/2019 Deposit Dividend 1.689% 16.92 $ 3,990.31 $ 9/30/2019 Deposit Dividend 1.689% 16.85 $ 3,973.39 $ 6/30/2019 Deposit Dividend 1.689% 16.60 $ 3,956.54 $ Account Name : WPSA 1 YEAR TDA MATURITY Account Number : 303630-0302 Date Range : 05/31/2019-06/01/2020 Date Description Amount Debit Amount Credit Balance Check Number 3/31/2020 Deposit Dividend 1.689% 10.67 $ 3,984.89 $ 2/3/2020 Transaction COMMENT - $ 2/3/2020 Deposit Dividend 1.689% 6.06 $ 3,974.22 $ 12/31/2019 Deposit Dividend 1.689% 16.83 $ 3,968.16 $ 9/30/2019 Deposit Dividend 1.689% 16.76 $ 3,951.33 $ 6/30/2019 Deposit Dividend 1.689% 16.50 $ 3,934.57 $ Page 1 of 1
16. WPSA Checking 2019-2020.xlsx Account Name : WPSA SIMPLE CHECKING Account Number : 303630-0010 Date Range : 06/01/2019-05/31/2020 Date Description Amount Debit Amount Credit Balance Check Number 5/31/2020 Deposit Dividend 0.150% 2.74 $ 21,241.01 $ 5/18/2020 Withdrawal JAN HEATH (300.00) $ 21,238.27 $ 5/6/2020 Draft 005042 (160.00) $ 21,538.27 $ 5042 5/4/2020 Draft 005032 (160.00) $ 21,698.27 $ 5032 4/30/2020 Deposit Dividend 0.150% 2.69 $ 21,858.27 $ 4/22/2020 Draft 005049 (160.00) $ 21,855.58 $ 5049 4/21/2020 Draft 005045 (160.00) $ 22,015.58 $ 5045 4/17/2020 Withdrawal JAN HEATH (300.00) $ 22,175.58 $ 4/16/2020 Deposit Home Banking Transfer 1,094.98 $ 22,475.58 $ 4/13/2020 Draft 005038 (160.00) $ 21,380.60 $ 5038 4/9/2020 Draft 005028 (80.00) $ 21,540.60 $ 5028 4/6/2020 Draft 005025 (80.00) $ 21,620.60 $ 5025 4/2/2020 Deposit by Check 89.99 $ 21,700.60 $ 3/31/2020 Deposit Dividend 0.150% 3.34 $ 21,610.61 $ 3/31/2020 Draft 005013 (3,801.58) $ 21,607.27 $ 5013 3/31/2020 Draft 005039 (190.00) $ 25,408.85 $ 5039 3/31/2020 Draft 005016 (140.44) $ 25,598.85 $ 5016 3/30/2020 Draft 005048 (80.00) $ 25,739.29 $ 5048 3/30/2020 Deposit by Check MAIL POSTING 190.00 $ 25,819.29 $ 3/30/2020 Withdrawal JAN HEATH (117.73) $ 25,629.29 $ 3/27/2020 Draft 005014 (225.00) $ 25,747.02 $ 5014 3/26/2020 Draft 005044 (160.00) $ 25,972.02 $ 5044 3/26/2020 Draft 005027 (160.00) $ 26,132.02 $ 5027 3/25/2020 Draft 005035 (160.00) $ 26,292.02 $ 5035 3/25/2020 Draft 005033 (160.00) $ 26,452.02 $ 5033 3/24/2020 Draft 005046 (180.00) $ 26,612.02 $ 5046 3/24/2020 Draft 005043 (160.00) $ 26,792.02 $ 5043 3/24/2020 Draft 005036 (160.00) $ 26,952.02 $ 5036 3/24/2020 Draft 005034 (160.00) $ 27,112.02 $ 5034 3/24/2020 Draft 005026 (160.00) $ 27,272.02 $ 5026 3/23/2020 Draft 005047 (180.00) $ 27,432.02 $ 5047 3/23/2020 Draft 005041 (160.00) $ 27,612.02 $ 5041 3/23/2020 Draft 005040 (160.00) $ 27,772.02 $ 5040 3/23/2020 Draft 005037 (160.00) $ 27,932.02 $ 5037 3/23/2020 Draft 005031 (160.00) $ 28,092.02 $ 5031 3/23/2020 Draft 005029 (90.00) $ 28,252.02 $ 5029 3/23/2020 Withdrawal DALE HAJOST (800.00) $ 28,342.02 $ 3/23/2020 Withdrawal DALE HAJOST (400.00) $ 29,142.02 $ 3/18/2020 Withdrawal JAN HEATH (300.00) $ 29,542.02 $ 3/13/2020 Deposit by Check 480.00 $ 29,842.02 $ 3/12/2020 Deposit by Check 2,330.00 $ 29,362.02 $ 3/9/2020 Deposit by Check MAIL POSTING 749.98 $ 27,032.02 $ 3/9/2020 Deposit by Check MAIL POSTING 4,394.97 $ 26,282.04 $ 3/2/2020 Deposit by Check 690.00 $ 21,887.07 $ 2/29/2020 Deposit Dividend 0.150% 2.53 $ 21,197.07 $ 2/25/2020 Deposit by Check 1,615.00 $ 21,194.54 $ 2/20/2020 Withdrawal JAN HEATH (300.00) $ 19,579.54 $ 2/18/2020 Withdrawal THE UPS STORE HE (1,827.67) $ 19,879.54 $ 2/18/2020 Withdrawal WEST POINT AOG (100.00) $ 21,707.21 $ 2/7/2020 Withdrawal ALLIED BARTON SE (200.00) $ 21,807.21 $ 1/31/2020 Deposit Dividend 0.150% 2.83 $ 22,007.21 $ 1/24/2020 Deposit by Check 35.00 $ 22,004.38 $ 1/23/2020 Withdrawal DALE HAJOST (80.00) $ 21,969.38 $ 1/23/2020 Withdrawal SAMIR PATEL (30.48) $ 22,049.38 $ 1/17/2020 Withdrawal JAN HEATH (300.00) $ 22,079.86 $ 12/31/2019 Deposit Dividend 0.150% 3.16 $ 22,379.86 $ Page 1 of 3
17. WPSA Checking 2019-2020.xlsx 12/30/2019 Deposit by Check MAIL POSTING 15.00 $ 22,376.70 $ 12/18/2019 Withdrawal JAN HEATH (300.00) $ 22,361.70 $ 12/12/2019 Withdrawal ALLIED BARTON SE (406.25) $ 22,661.70 $ 12/9/2019 Deposit by Check 310.01 $ 23,067.95 $ 12/9/2019 Deposit by Check 70.00 $ 22,757.94 $ 12/9/2019 Withdrawal MR. & MRS. MICHA (622.78) $ 22,687.94 $ 12/4/2019 Withdrawal DALE HAJOST (120.00) $ 23,310.72 $ 12/3/2019 Draft 005012 (31,726.13) $ 23,430.72 $ 5012 11/30/2019 Deposit Dividend 0.150% 6.15 $ 55,156.85 $ 11/29/2019 Draft 005011 (500.00) $ 55,150.70 $ 5011 11/26/2019 Deposit by Check 5,433.00 $ 55,650.70 $ 11/25/2019 Withdrawal DAVID JACOPPO (52.08) $ 50,217.70 $ 11/22/2019 Stop Payment Fee (30.00) $ 50,269.78 $ 11/18/2019 Withdrawal JAN HEATH (300.00) $ 50,299.78 $ 11/13/2019 Deposit by Check 5,585.00 $ 50,599.78 $ 11/12/2019 Withdrawal SANA MASON (195.00) $ 45,014.78 $ 11/12/2019 Withdrawal JAN HEATH (18.15) $ 45,209.78 $ 11/4/2019 Withdrawal LORI MOTE (6,854.57) $ 45,227.93 $ 11/1/2019 Withdrawal FEICHTER CULINAR (1,766.66) $ 52,082.50 $ 11/1/2019 Withdrawal EXTREME STAFFING (1,273.50) $ 53,849.16 $ 11/1/2019 Withdrawal WHITTEN MANAGEME (950.00) $ 55,122.66 $ 11/1/2019 Withdrawal HARRIS DIVERSIFI (504.21) $ 56,072.66 $ 11/1/2019 Withdrawal EXTREME STAFFING (191.25) $ 56,576.87 $ 11/1/2019 Withdrawal DIVERSIFIED ELEC (155.52) $ 56,768.12 $ 11/1/2019 Withdrawal JAN HEATH (128.87) $ 56,923.64 $ 11/1/2019 Withdrawal SANA MASON (93.95) $ 57,052.51 $ 10/31/2019 Deposit Dividend 0.150% 6.33 $ 57,146.46 $ 10/28/2019 Draft 005004 (200.00) $ 57,140.13 $ 5004 10/28/2019 Draft 005001 (75.00) $ 57,340.13 $ 5001 10/25/2019 Deposit 4,090.00 $ 57,415.13 $ 10/24/2019 Draft 005010 (3,288.71) $ 53,325.13 $ 5010 10/22/2019 Draft 005009 (21,833.24) $ 56,613.84 $ 5009 10/22/2019 Draft 005006 (4,400.00) $ 78,447.08 $ 5006 10/22/2019 Draft 005008 (2,000.00) $ 82,847.08 $ 5008 10/22/2019 Draft 005002 (396.33) $ 84,847.08 $ 5002 10/22/2019 Draft 005003 (200.00) $ 85,243.41 $ 5003 10/18/2019 Withdrawal GCI GRAPHICS (800.55) $ 85,443.41 $ 10/17/2019 Withdrawal TRUE LOO WASTE S (3,450.00) $ 86,243.96 $ 10/17/2019 Withdrawal JAN HEATH (300.00) $ 89,693.96 $ 10/16/2019 Deposit Home Banking Transfer 60,000.00 $ 89,993.96 $ 10/2/2019 Withdrawal CUSTOM FENCE OF (2,421.00) $ 29,993.96 $ 10/2/2019 Withdrawal HARRIS DIVERSIFI (1,655.35) $ 32,414.96 $ 9/30/2019 Deposit Dividend 0.150% 2.40 $ 34,070.31 $ 9/30/2019 Deposit by Check 1,570.00 $ 34,067.91 $ 9/30/2019 Withdrawal LORI MOTE (1,430.00) $ 32,497.91 $ 9/27/2019 Deposit by Check 12,000.00 $ 33,927.91 $ 9/27/2019 Withdrawal THE BARKLEY GROU (920.00) $ 21,927.91 $ 9/23/2019 Withdrawal SAMIR PATEL (2,120.00) $ 22,847.91 $ 9/23/2019 Withdrawal ERIC TURNER (300.00) $ 24,967.91 $ 9/23/2019 Withdrawal JAN HEATH (92.00) $ 25,267.91 $ 9/18/2019 Deposit by Check 13,460.00 $ 25,359.91 $ 9/18/2019 Withdrawal JAN HEATH (300.00) $ 11,899.91 $ 9/16/2019 Withdrawal FEICHTER CULINAR (2,000.00) $ 12,199.91 $ 9/4/2019 Deposit by Check 2,750.00 $ 14,199.91 $ 8/31/2019 Deposit Dividend 0.150% 1.54 $ 11,449.91 $ 8/28/2019 Withdrawal SAMIR PATEL (1,827.60) $ 11,448.37 $ 8/28/2019 Withdrawal SAMIR PATEL (295.76) $ 13,275.97 $ 8/28/2019 Withdrawal COURTNEY RUDY (150.00) $ 13,571.73 $ 8/27/2019 Deposit by Check 800.00 $ 13,721.73 $ 8/26/2019 Withdrawal JAMES DUNCAN (1,168.48) $ 12,921.73 $ Page 2 of 3
18. WPSA Checking 2019-2020.xlsx 8/20/2019 Deposit by Check 3,000.00 $ 14,090.21 $ 8/19/2019 Withdrawal JAN HEATH (300.00) $ 11,090.21 $ 8/9/2019 Deposit by Check 104.99 $ 11,390.21 $ 8/7/2019 Withdrawal SAMIR PATEL (98.07) $ 11,285.22 $ 8/7/2019 Withdrawal SAMIR PATEL (30.00) $ 11,383.29 $ 8/7/2019 Deposit SAMIR PATEL 98.07 $ 11,413.29 $ 8/2/2019 Withdrawal SAMIR PATEL (98.07) $ 11,315.22 $ 7/31/2019 Deposit Dividend 0.150% 1.43 $ 11,413.29 $ 7/17/2019 Withdrawal JAN HEATH (300.00) $ 11,411.86 $ 7/16/2019 Deposit by Check MAIL POSTING 500.00 $ 11,711.86 $ 7/10/2019 Deposit by Check MAIL POSTING 513.00 $ 11,211.86 $ 7/1/2019 Deposit by Check 648.00 $ 10,698.86 $ 6/30/2019 Deposit Dividend 0.150% 1.55 $ 10,050.86 $ 6/28/2019 Deposit JAN HEATH 33.00 $ 10,049.31 $ 6/28/2019 Deposit JAN HEATH 25.07 $ 10,016.31 $ 6/24/2019 Deposit 3,805.00 $ 9,991.24 $ 6/24/2019 Draft 001149 (25.07) $ 6,186.24 $ 1149 6/24/2019 Draft 001150 (33.00) $ 6,211.31 $ 1150 6/24/2019 Transaction COMMENT - $ 6/24/2019 Withdrawal CAPITAL CITY CLU (6,626.29) $ 6,244.31 $ 6/19/2019 Withdrawal JAN HEATH (300.00) $ 12,870.60 $ 6/6/2019 Withdrawal BRYAN SPENCER (903.00) $ 13,170.60 $ 6/3/2019 Withdrawal JOE IACONO (60.00) $ 14,073.60 $ Page 3 of 3
19. WPSA Savings 2019-2020.xlsx Account Name : WPSA PRIMARY SHARE ACCOUNT Account Number : 303630-0000 Date Range : 05/31/2019-06/01/2020 Date Description Amount Debit Amount Credit Balance Check Number 4/16/2020 Withdrawal Home Banking (1,094.98) $ 10,722.03 $ 4/2/2020 Deposit by Check MAIL POSTING 1,094.98 $ 11,817.01 $ 3/31/2020 Deposit Dividend 0.400% 10.22 $ 10,722.03 $ 2/10/2020 Deposit by Check MAIL POSTING 985.05 $ 10,711.81 $ 2/7/2020 Deposit by Check 70.00 $ 9,726.76 $ 1/7/2020 Deposit by Check 35.00 $ 9,656.76 $ 12/31/2019 Deposit Dividend 0.400% 16.33 $ 9,621.76 $ 11/8/2019 Deposit by Check MAIL POSTING 4,654.99 $ 9,605.43 $ 11/8/2019 Deposit by Check MAIL POSTING 484.99 $ 4,950.44 $ 10/16/2019 Withdrawal Home Banking (60,000.00) $ 4,465.45 $ 10/8/2019 Deposit by Check 174.99 $ 64,465.45 $ 10/8/2019 Deposit by Check MAIL POSTING 13,899.94 $ 64,290.46 $ 9/30/2019 Deposit Dividend 0.400% 37.42 $ 50,390.52 $ 9/6/2019 Transaction COMMENT - $ 9/6/2019 Deposit by Check 6,878.97 $ 50,353.10 $ 8/6/2019 Deposit by Check MAIL POSTING 18,603.82 $ 43,474.13 $ 7/19/2019 Deposit #931408 2,500.00 $ 24,870.31 $ 7/8/2019 Deposit by Check MAIL POSTING 6,124.89 $ 22,370.31 $ 6/30/2019 Deposit Dividend 0.400% 9.30 $ 16,245.42 $ 6/5/2019 Deposit by Check MAIL POSTING 10,014.06 $ 16,236.12 $ 6/5/2019 Deposit by Check MAIL POSTING 484.99 $ 6,222.06 $ Page 1 of 1