Chapter Finance Report
Report activity from your chapter's checking account on this form. If your chapter has not yet completed all financial transactions for the year, please report as much information as possible. Projections are permitted. You will need to refer to your chapter's Official Membership Report (OMR) for information about the fees collected by your chapter.
Member Name Completing the Report
First Name
Last Name
Officer Title
First Name
Last Name
Email
example@example.com
Phone Number
-
Area Code
Phone Number
University/School
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Type a question
Revenue Amount
Number of members marked "paid by the chapter" on the OMR (Note: If your chapter completed a fall selection, enter the total from both the fall and spring OMRs)
Did your chapter apply the national gift membership? (Refer to Step 4 on the OMR - please state yes or no)
Number of continuing seniors marked "paid the chapter" on Step 4 of the OMR (Note: If your chapter completed a fall selection, enter the total from both the fall and spring OMRs.)
If your chapter collected local dues, enter the amount collected from each member.
Number of members who paid local dues to your chapter. (Exclude local dues collected by the National Office online.)
Total amount of the local dues reimbursement check received from the Mortar Board National Office after online collection (if applicable)
Fundraisers
*
Other Revenue Sources
*
Total Revenue for the Year
Chapter Expenses (Fees Paid to the National Office)
Expense Amount
National Membership Fees Paid to the Chapter
Continuing Senior Fees Paid to the Chapter
Conference Fee
Registration Fees for Additional Collegiate Participants and Advisors to Conference
Additional Fees
Description
Amount ($)
Official Conference Delegate Travel
Donations or Distributions to Organizations
Scholarships or Awards Given by Your Chapter
Total Expenses ($)
Finance Report Summary
Amount ($)
Beginning Bank Balance
Ending Bank Balance
Please explain any financial situations (unexpected revenue or expenses, unspent funds, etc.) that have yet to be mentioned.
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