Entity 672019 — AI Strategist & Implementor
· U-Haul / AMERCO · Owner Alex Argeros
Fiscal year Apr 2026 – Mar 2027
As of 20 Oct 2026
Actuals Apr–Oct(Oct thru 10/20 · Nov −$114)
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 ($4,125 and $14,458 YTD). Both lines are still $0 in the FY27 budget. Medical/Dental YTD $10,518 is now over its $9,225 annual budget, and Taxes/Insurance YTD $6,162 exceeds its $2,380 annual budget.
Budget vs YTD actual — material lines
Annual FY27 budget (gold) vs year-to-date actual Apr–Oct (cyan). No monthly budget spread exists in the source PDFs.
Time elapsed vs budget used
7 of 12 months = 58.3% of the year. Headline spend is ~45.2% of budget — still helped by unspent software.
Monthly actuals by category
Trend report last updated 20 Oct 2026. October is posted through 10/20 (likely to restate up). September restated $27,611 → $31,534. Nov −$114 stub not shown.
Variance vs even-pace (7/12 of annual)
Red = YTD ahead of a straight-line budget. Green = behind (underspend). Dues/Software still dominates underspend; Taxes/IT are over pace.
Anomalies & watch items
Flags from the budget-entry page, YTD vs annual, and 7-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.