Association dashboard

Everything your role is approved for, in one view, from the same database that drives every page in this preview. Access is role-based and audit-logged; individuals are granted access only with the president's approval (RFP 3.B.5).

You are signed in as ACE Treasurer, Treasurer. This role covers membership analytics, financial figures. It does not include member records, mailing files, event operations, the data feed and API, granting access, so those tabs and figures are not shown.

Members

7,099

in 4,403 membership units

Income year to date

$197,258

58% of the $340,500 FY2026 budget

Renewals due next 30 days

310

notices already scheduled

Membership health

Auto-renew adoption31% of units

Historical retention87-91% (ACE reported)

Returned mail open4 to correct

Units by type

Individual	2,304
Couple	925
Family	702
Corporate	34
Associate	431
Honorary	7

Full membership analytics covers expirations by month, every region represented, and generational mix.

Income against budget

Individual membership	$67,083
Family membership	$33,833
Couple membership	$32,667
Merchandise sales	$23,330
Investment income	$16,333

Income YTD$197,258

Expenses YTD$204,696

Net YTD($7,438)

The monthly package carries the full statement of activities in ACE's own chart of accounts, balance sheet, restricted funds, and the 1099 tracker.

Renewal pipeline

180-day notices130

30-day notices123

Paper forms queued14

Notices go out automatically at 180 and 30 days, with printed forms for members who request paper (RFP 3.B.3). See the pipeline and the notices themselves.

Payments needing follow-up RFP 3.D.2

Denied cards, expired cards, returned checks and short payments, worked on a three-touch schedule so a failed auto-renew becomes a phone call, not a silent lapse. Stripe's account updater refreshes reissued card numbers automatically; the rest we chase by email, then phone, then paper.

Member	Issue	Due	Touch	Next step
Andrew Davis M10005	Auto-renew card declined Visa ending 4242, do-not-honor	$50	1 of 3	auto-retry in 3 days, then email
Joshua Campbell M10012	Card expired Mastercard ending 8871, expired 07/2026	$90	2 of 3	account updater + second email
Andrew Martinez M10023	Check returned (NSF) Check #2043 returned, insufficient funds	$130	2 of 3	phone call, then paper notice
Donald Roberts M10040	Short payment Mailed $40 against $50 dues	$10	3 of 3	final notice, then lapse to inactive

Follows up on denied credit cards, check payments and insufficient payments (RFP 3.D.2), and closes the loop the ACE 2026 Blueprint's auto-renew default depends on.