Chapter Financial Report

The Annual Chapter Financial Report is is a financial summary of the fiscal year, starting July 1 and ending June 30 of the following calendar year. The Treasurer's report is due no later than 90 days after the end of the fiscal year, by October 1. 

Your chapter must complete a Financial Report in order to receive a rebate from National Council. To submit your annual Financial Report, complete the form below.

 

Required fields are marked with an asterisk *.

I: Contact Information

Please let us know who is completing this form and to what physical address the National Council Treasurer should send the rebate check.

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Chapter Contact Information

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TOTAL ASSET BALANCE as of July 1, 2020 (beginning of fiscal year):

A.

II: Receipts

1. Initiation fees (including first-year's dues) collected from initiates:

How were initiation fees/dues paid?

Initiation fees and dues paid directly to National Council (if none, enter 0 and 0.00):

@ $80 ($55 dues + $25 fees)

1b.

@ $45 ($20 dues + $25 fees)

1d.

Initiation fees and dues paid directly to the Chapter (if none, enter 0 and 0.00):

@ $80 ($55 dues + $25 fees)

1f.

@ $45 ($20 dues + $25 fees)

1h.

Initiation Subtotal: Sum of 1b, 1d, 1f, and 1h.

1.

2. Rebate from National Council Treasurer in last fiscal year (if none, enter 0 and 0.00):

   (These numbers can be found in the letter enclosed with your last rebate check.)

@ $13.00

2b.

@ $6.50

2d.

@ $13.00

2f.

@ $5.00

2h.

Rebate Subtotal: Sum of 2b, 2d, 2f, and 2h.

2.

3. Other receipts if applicable (might include grants/donations):

    (If none, enter N/A and 0.00.)

3b.

3d.

3f.

3h.

Other Subtotal: Sum of 3b, 3d, 3f, and 3h.

3.

TOTAL RECEIPTS: Sum of 1, 2, and 3.

B.

TOTAL RECEIPTS: Sum of 1, 2, and 3.

B.

III: Disbursements

4. Initiation fees (including first-year's dues) sent to National Council Treasurer:

    (If all new initiates paid National Council directly, enter 0 and 0.00.)

@ $80 ($55 dues + $25 fees)

4b.

@ $45 ($20 dues + $25 fees)

4d.

Initiation Fees Subtotal: Sum of 4b and 4d.

4.

5. Operational costs (might include newsletter mailings, website/domain costs, etc):

(If none, enter N/A and 0.00.)

5b.

5d.

5f.

5h.

Operational Subtotal: Sum of 5b, 5d, 5f, and 5h.

5.

6. Programming costs (might include meeting room fees, catering, outreach materials, speaker honorariums, etc):

(If none, enter N/A and 0.00.)

6b.

6d.

6f.

6h.

Programming Subtotal: Sum of 6b, 6d, 6f, and 6h.

6.

7. Awards costs (includes money disbursed as awards, e.g., science fair, elevator pitch, or scientific poster prizes):

(If none, enter N/A and 0.00.)

7b.

7d.

7f.

7h.

Programming Subtotal: Sum of 7b, 7d, 7f, and 7h.

7.

8. Other disbursements:

    (If none, enter N/A and 0.00.)

8b.

TOTAL DISBURSEMENTS: Sum of 4, 5, 6, 7, and 8b.

C.

TOTAL ASSET BALANCE as of June 30, 2021 (end of fiscal year).

(lines A + B - C):

D.

IV: Asset Allocation

Checking Account Number:

10c.

Bank: 

Savings Account Number:

11c.

Bank: 

Other (PayPal, etc.):

12b.

Internal Revenue Service EIN (Employer Identification Number):

Submit

The National Chapter Treasurer will contact you if she has any questions on the report. Once you submit this report, a rebate check will be sent within the next 30 days. An email will be sent when the check is placed in the mail. If you have any questions or concerns, contact the National Council Treasurer at ispnctreasurer@gmail.com.

Comments, concerns, or questions?

Upon successful completion of this form you will be redirected to the Chapter Officers page. If you have any trouble submitting, please double check to make sure that all required fields are complete. Any additional questions can be sent to the National Council Web Administrator at nationalcouncil@iotasigmapi.org.