Soon after coming here in 2003, Marilyn was asked to be TMAC treasurer. “I’ll give it a try,” she said. As a retired math teacher, Marilyn was well suited to tackle the task.
It all started some 20 years ago, soon after Tanglewood was developed. Many residents were forming activity committees. They often collected dues and other fees. But most committee treasurers did not want to keep the cash in their own homes. Having separate bank accounts was inconvenient. Where should the monies be stored?
When Russ Shaneyfelt, a retired banker, moved to Tanglewood in 1999, he saw the need for a master account. Together with John Greytak, the owner, they developed the structure and filed the legal papers to create the Tanglewood Master Activities Committee. And with Jan Kreulen, from the office, wrote most of the computer reports.
TMAC is a nonprofit federal income tax exempt organization (section 501(c) (7)). Its functions are limited to funding activities for its own members (with a few guests). Money may not be given to charitable organizations. https://www.irs.gov/publications/p557/ch04.html#en_US_201602_publink1000200325
Ever since 2003, when Russ asked Marilyn to act as TMAC treasurer, she has been handling the monies. Today there are 27 committees. Early each Monday morning the committee treasurers bring their receipts or requests for expense money to the Mirror Room. Marilyn writes checks/receipts, keeps all the records, and deposits the money.
But her work doesn’t stop here.
Each week she updates all the computer records. At first accounts for each committee were kept on hand written ledgers. After 3 years, Marilyn wrote a computer program that has a ledger for each committee account. She displays the summary reports in the Craft Room.
During the monthly TMAC meetings, Marilyn hands out active ledgers and other reports. She also acts as a resource for financial questions. Each committee chair describes their current activities. Other concerns are discussed/voted on.
Marilyn pays all bills including phone, insurance, sales tax, performers, etc. She annually gathers up all the required documents and gives them to the auditor and to the accountants. (Although no income tax is paid, complicated forms must be filed with IRS.) She files other paper work herself.
At the end of the fiscal year (January 31) Marilyn updates all reports and ledger accounts.
Many of Marilyn’s tasks she learned from Russ and from experience. Having studied math, accounting, and income tax reporting helped.
Such a big job! In 2007, when it became apparent that Marilyn needed help on Monday mornings and for when she was unavailable, Jean Chaplin was appointed Assistant Treasurer. She came faithfully at 6:45am every Monday morning for 7 years. Later, when Marilyn was unavailable for several months, Jean came again on Monday mornings to help with counting monies, with coding, and with filing tax reports. We are so fortunate to have these two ladies.
Now Ingrid Strope is Assistant Treasurer. She continues to learn the job. Marilyn is endlessly patient and reassuring with, “Mistakes can always be fixed.”
Even with all these responsibilities, Marilyn finds time to travel. She and Erwin, her husband, have taken some 15 cruises in the last 20 years. They have been to all 50 states. Wherever they go, Marilyn collects magnets to display in her home.
Marilyn comes from Peoria, Illinois, then moved with her family to Ohio. Later she attended Truman University in Kirksville, Missouri, where she earned both bachelor and master’s degrees in education. Marilyn met Erwin at a church outing. Today they have 3 children, 4 grandchildren, and 4 great grandchildren.
The couple came to Tanglewood to escape snow and ice. She used to crochet, macramé, cross stitch, scrapbook . . . . “Every time something new came out, I’d try it.” She has also enjoyed playing pinochle and euchre.
At home, Marilyn also likes to read historical novels and mysteries.
Tanglewood is fortunate to have such a dedicated resident. It’s a “nice place,” said Marilyn, “full of activities.” You may contact her at firstname.lastname@example.org .