Entity 672019 — AI Strategist & Implementor
· U-Haul / AMERCO · Owner Alex Argeros
Fiscal year Apr 2026 – Mar 2027
As of 26 Aug 2026
Actuals Apr–Aug(Sep −$19)
Approval blocked
BLOCKED
Last approval attempt 4 May 2026 1:33 PM failed:
Payroll Taxes & Misc. Benefits and IT Development
must be budgeted above current actual ($2,921 and $5,758 YTD). Both lines are still $0 in the FY27 budget.
Budget vs YTD actual — material lines
Annual FY27 budget (gold) vs year-to-date actual Apr–Aug (cyan). No monthly budget spread exists in the source PDFs.
Time elapsed vs budget used
5 of 12 months = 41.7% of the year. Headline spend is 28.2% of budget — driven by unspent software.
Monthly actuals by category
Trend report last updated 26 Aug 2026. September is a −$19 payroll-tax adjustment, not a close.
Variance vs even-pace (5/12 of annual)
Red = YTD ahead of a straight-line budget. Green = behind (underspend). Dues/Software dominates the underspend.
Anomalies & watch items
Flags from the budget-entry page, YTD vs annual, and 5-month run-rate. Figures are from the PDFs — not estimated.
Line items
Budget from uhaul.net operating-budget page. Actuals from Monthly Trend Report Actual FY27. Remaining = budget − YTD.