⚠ DEFICIT −$1,222 (10.7% of spend): Collected $11,445 from 68 groups + $300 Andrea contribution vs $12,667 total expense. All groups paid · All vendors settled · Fix options: ① Add sponsor ≥$1,222  ② Raise adult rate to $56 (+$1,040)  ③ 225-ppl venue contract already saves $519 vs 242-ppl rate  ④ Convert 9+ declines next year.
Key Metrics
👥
257
Total Guests
208 adults · 49 kids
🏠
68
Groups
all confirmed & paid
100%
Vendors Paid
all food settled
💵
$50
Adult Rate
per person
🧒
$35
Kids Rate
ages 5–11
18
Declined
~$900 lost rev.
Financial Overview

Expense Breakdown

$12,667 total

Collected vs Expense vs Deficit

Gap: −$1,222

Attendance & Finance

257 guests
Income
Registrations$11,445
Andrea contrib.$300
Total Income$11,745
Expenses
Banquet (225 ppl)$7,253
Food & catering$5,026
Amazon & misc.$89
Andrea (offset)$300
Total Expense$12,667
⚠ Deficit−$1,222
Details, Analysis & Action Plan

Food & Vendor Ledger

All Paid ✓
Vendor Item Qty Total Status
TOTAL FOOD $5,026

SWOT Analysis — Deficit Aware

S  Strengths

  • 100% registration collection rate
  • All vendors fully paid — clean close
  • 225-ppl contract saved $519
  • 4-vendor menu for 257 guests
  • Structured per-group tracking

W  Weaknesses

  • ⚠ $1,222 deficit — no buffer fund
  • Banquet = 57% of total spend
  • No contingency reserve in plan
  • Split-cost entries unresolved
  • Manual spreadsheet reconciliation

O  Opportunities

  • 1 sponsor ≥$1,222 closes gap fully
  • Raise adult rate $5 → +$1,040
  • Recover 10 declines → +$500 rev.
  • Multi-year venue deal saves ~$400
  • Early-bird pricing drives pre-reg

T  Threats

  • 18 declines = ~$900 lost revenue
  • Food/venue inflation 10–15% YoY
  • Late RSVPs risk over-ordering
  • Venue capacity limits headcount
  • Split payments reduce cash flow

🚨 Close the $1,222 Gap

📋 Ops Takeaways