.1 oil Form Version Kim, .7014 SOCIETIES AND TRUSTS ONLINE NEW ZEALAND 'i . . 0508762458 Cover sheet - Financial statements for an incorporated society Section 23 Incorporated Societies Act 1908 NOTES Use this form to ?le the annual ?nancial statement for your society. An officer of the society must certify that the ?nancial statement has been submitted to, and approved by, the members of the society at a general meeting. Charities Actwa - If your society is also registered under the Charities Act 2005 it does not have to ?le annual ?nancial statements with the Registrar of Incomorated Societies but does need to ?le an Annual Return with the Department of lntemal Affairs - Charities. 1 . Name of society Zealand? Taxpayers' Union Incorporated?. 2. Society number i 2576763 3. Certi?cation 6. Checklist before ?ling I certify that the annual ?nancial statement has been submitted to . . and approved by the members at a general meeting held on: The ?nanC?a? ?meme?? ?5 Clearly legible 0" A4 white paper Date 19 September 2014 I Also attached is a completed Change of Contact Details form (I53) - ONL if the contact details for the society have changed. The annual ?nancial statement details: the income and expenditure for the relevant ?nancial year, Position held Executive Dim . . the assets and liabilities of the soaety at the close of the ?nancial year, and all mortgages and secured loans of any 4. Financm year description, affecting any property of the society, The attached annual ?nancial statement is for the ?nancial year: 05 at the dose 0m"? ?nandalyeaf- 2013 The annual ?nancial statement does not need to be audited unless the rules of the society require that an auditor be appointed 5. AGM . . to audit the ?nancral statements The annual general meeting is usually held in the month of: September You do not need to supply a copy of the minutes of the annual general meeting (AGM). 7. Your contact details Name and postal address Jordan Williams I PO Box 10518 04 232 0300 The Terrace Wellington Email (optional) . Fame 1 of COMPANIES Form :53 SOCIETIES AND TRUSTS ONLINE Farm versron Apnl .2014 NEW ZEALAND mm 0508762438 Update contact details for an incorporated society Incorporated Societies Act 1908 NOTES Use this form to update the Registrar with details of the society?s annual general meeting month and contact details. This information may be updated online at using the society?s registry key. 1. Name of society New Zealand Taxpayers' Union Incorporated. 2. number . - 257e763 3. Annual general meeting month Advise which month the annual general meeting is usually held to any restrictions in the rules that may require a rule change September 4. Email address for communication The Registrar may Contact the society at this email address - this email address will not be publicly available min @taxpayersorg . nz i 5. Address for registered of?ce 6. Address for communication This must be a physical address A postal address that the Registrar may use to contact the society Level 2, 50 Manners Street PO Box 10518 Wellington 6011 The Terrace Wellington 6143 7. Address of premises (optional) Physical address of the organisation ?5 premises 8. Contact person details (optional) Ihiswill allow the Registrar to have a direct contact person for your _society - the email address will not be publicly available Full name Physical address Position held Email 9. Your contact details Name and postal address Jordan Williams Telephone Po Box 10513 04 282 0300 The Terrace Wellington 6143 Emailwzionai New Zealand Taxpayers' Union Inc. Financial statements For the year ended 31 December 2013 Pro?t 8. Loss New Zealand Taxpayers' Union Inc. 1 January 2013 to 31 December 2013 31 Dec 13 Income Donations and membership subscriptions' $66,329.095 Interest Income $52.86 Total Income $66,382.81 Less Operating Expenses Advertising placement $7,532.98 Bank Fees $297.95 Board Expenses $23.65 Cleaning $1,083.84 Consulting, Accounting 8. Advisory $172.50 Design 8. Creative $1,468.95 Donor and fundraising expenses $726.92 Electricity $275.43 Entertainment $363.64 General Expenses $465.93 Insurance $276.53 Legal expenses $887.00 Postage Couriers $472.50 Printing $1,896.66 Public and Media Relations $400.00 Research $974.00 Salaries and staff expenses $11,167.32 Stationery Of?ce expenses $1,258.36 Subscriptions $1,024.32 Telephone Internet $1,420.71 Travel Taxis (fundraising related) $4,438.14 Travel Taxis (unrelated to fundraising) $454.43 Web Design 8. Development $13,677.65 Website Maintenance Hosting $379.51 Total Operating Expenses $51,138.92 Net Surplus $15,243.89 Median donation is $25. Average is $520. Balance Sheet New Zealand Taxpayers' Union inc. As at 31 December 2013 31 Dec 2013 Assets Bank Imprest account $3,230.29 Cheque Account $14,030.03 Total Bank $17,260.32 Fixed Assets Of?ce Equipment $10,395.71 Total Fixed Assets $10,395.71 Total Assets $27,656.03 Liabilities Current Liabilities Accounts Payable $14,269.05 GST -$2.857.70 Rounding $0.79 Total Current Liabilities $11,412.14 Non-Current Liabilities Loan $1,000.00 Total Non-Current Liabilities $1,000.00 Total Liabilities $12,412.14 Net Assets $15,243.89 Equity Current Year Earnings $15,243.89 Total Equity $15,243.89