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John Paul Dalsimer Community Accountants Records

Collection ID

Acc. 726

Related Subject(s)

Collecting Area(s)

Description

Collection Summary

Title
John Paul Dalsimer Community Accountants Records

Dates
1973-1991      

Collection ID
Acc. 726

Creators
Dalsimer, John Paul
Community Accountants (Philadelphia, Pa.)

Quantity
2.5 linear feet (3 boxes)         

Repository
Special Collections Research Center, Temple University Libraries

Language
Materials in English

           

Detailed Collection Information

Historical Note
John Paul Dalsimer is a Philadelphia area accountant who was active in the Committee on Community Involvement of the Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants. Beginning in 1967, the Committee provided free accounting assistance to disadvantaged organizations and businesses who could not afford to hire such services.

In 1974, Mr. Dalsimer and other concerned individuals organized Community Accountants, a Philadelphia-based nonprofit public interest accounting organization. The goals of the organization were similar to those of the Committee on Community Involvement but with a small paid staff to more effectively undertake the provision of services.

Description of Collection

This collections contains minutes, reports, publications, financial records, and client files of the Community Accountants.

Organization and Arrangement

The collection is arranged into 4 series as follows:

Series 1:  Administration and Organization, 1974-1978
Series 2:  Financial, 1974-1987
Series 3:  Correspondence, 1970-1988
Series 4:  Miscellaneous, 1969-1991 (Portions Restricted)

Patron Information

Research Access

Collection is open for research. Client files in Series 4 are restricted for 75 years from date of creation.

Collections Stored Off-Site

This collection may be housed off-site at the Library Depository, and require up to two business days to retrieve. Please review the finding aid and be prepared to identify specific materials to be retrieved. Contact the Special Collections Research Center in advance of your visit, so that materials may be relocated to the reading room for research.

Publication and Copyright Information

The John Paul Dalsimer Community Accountants Records are the physical property of the Special Collections Research Center, Temple University Libraries. Intellectual property rights, including copyright, belong to the authors or their legal heirs and assigns. Researchers are responsible for determining the identity of rights holders and obtaining their permission for publication and for other purposes where stated.

Preferred Citation

[Description and date of item], [Box/folder number], John Paul Dalsimer Community Accountants Records, Accession 726, Special Collections Research Center, Temple University Libraries, Philadelphia, Pennsylvania.

                             

Administrative Information

Acquisition Information

Gift of John Paul Dalsimer, September 1991.           

Processing Information

Finding aid revised according to contemporary archival standards in June 2016. 

           

Index Terms

The following headings have been used to index the description of this collection in Temple University’s electronic catalog:

Personal/Family Names:
Dalsimer, John Paul

Corporate Names:
Community Accountants (Philadelphia, Pa.)

Subjects:
Accounting -- Pennsylvania – Philadelphia

Places:
Philadelphia (Pa.)

Material Types:
Case files
Correspondence
Financial records
Minutes
Publications
Reports

Inventory

Series 1:  Administration and Organization, 1974-1987

1          2          Board of Directors Attendance at Meetings          1974-82

1          3          Board of Directors Minutes          undated

1          4          Board of Directors Minutes          1974

1          5          Board of Directors Minutes          1975

1          6          Board of Directors Minutes          1976

1          7          Board of Directors Minutes          1977

1          8          Board of Directors Minutes          1978

1          9          Board of Directors Minutes          1979

1          10          Board of Directors Minutes          1980

1          11          Board of Directors Minutes          1981

1          12          Board of Directors Minutes          1982

1          13          Board of Directors Minutes          1983

1          14          Board of Directors Minutes          1984

1          15          Board of Directors Minutes          1985

1          16          Board of Directors Minutes          1986

1          17          Board of Directors Minutes          1987

1          18          Board of Directors Minutes          1988

1          19          Board of Directors Report Card on Performance          1986

1          21          "Public Services Accounting: Employment Opportunities Project", An Updated Status Report           February 4, 1981

1          22          Executive Director Reports          1977-1979

1          23          Officers and Board of Directors List          1974

1          24          Board Development Committee          1977-1982

1          25          Catchment Area Committee          1980-1981

1          26          Client Committee          1975-1978

1          27          Direct Services Committee          1983

1          28          Evaluation and Planning Committee          1978-1983

1          29          Planning Committee          1978-1979

1          30          Public Interest Study Group          1980-1983

1          31          Public Issues Committee          1982-1985

1          32          Student Committee          1974-1978

1          33          Personnel          undated

1          34          Personnel          1975-1976

1          35          Personnel          1977-1987

1          36          Suburban Advisory Council. Minutes          September 17, 1984

Series 2: Financial, 1974-1987

2          1          Budget          1974-1975

2          2          Financial and Registration Filings          undated

2          3          Internal Revenue Service          1974-1981

2          4          Pennsylvania          1974-1981

2          5          Philadelphia          1976

2          6          Financial Reports/Statements          March 1975-March 1980

2          7          Financial Reports/Statements          March 1981-May 1987

2          8          Fundraising          1974-1976

2          9          Fundraising          1977

2          10          Fundraising          1978

2          11          Fundraising          1979

2          12          Fundraising          1980

2          13          Fundraising          1981

2          14          Fundraising          1982

Series 3: Correspondence, 1970-1988

2          1          Correspondence          May 1970-1974

2          2          Correspondence          June-July 1974

2          3          Correspondence          August-December 1974

2          4          Correspondence          1975

2          5          Correspondence          1976

2          6          Correspondence          1977

2          7          Correspondence          1978

2          8          Correspondence          1979

2          9          Correspondence          1980

2          10          Correspondence          1981

2          11          Correspondence          1982

2          12          Correspondence          1983-1988

Series 4: Miscellaneous, 1969-1991 (Portions Restricted)

3          1          Client Files (Restricted)          1975-1976

3          2          Client Files (Restricted)          1977

3          3          Client Files (Restricted)          1978-1982

3          4          Membership          1978-1979

3          5          Miscellaneous Files          1973-1980

3          6          "A Primer for Community Design Centers," Architects Workshop, Philadelphia Chapter American Institute of Architects          1971

3          7          Problems, Etc. Never Followed Up          Undated

3          8          Problems, Etc. Never Followed Up          Undated

3          9          Publications of Community Accountants          Undated

3          10          "The Community Accountant"          Spring 1991

3          11          "Disaster Accounting Manual"          1987

3          12          "In the Public Interest"          1981-1988

3          13          "Inmate Welfare Fund of Philadelphia Prisons"          October 1980

3          14          "Non-Profit Organization's Tax and Financial Reporting Calendar"          1982

3          15          "Simplified Manual for Financial Management of Nonprofit Organizations"          1983

3          16          "Study of the School District of Philadelphia Budget"          1980

3          17          "Tax and Financial Reporting Calendar for Nonprofit Organizations"          1986

3          18          Publicity          1974-1976

3          19          Publicity          1977-1986

3          20          Resident Advisory Board          1969-1971