2021-22 CHAPTER FINANCE REPORT
Please use July 1, 2021 - June 30, 2022 as your fiscal year reporting time frame.
University Name
*
Chapter Number
*
ASSETS
GENERAL ACCOUNTS (check all that apply)
Checking
Savings/Certificate of Deposit
Investment Account
Other
Checking Balance $
Savings/Certificate of Deposit $
Investment Account Balance $
Other Balance $
TOTAL ASSETS $
REVENUES
Total Initiation Fees Collected $
Total Chapter Dues Collected $
Total Guest Fees Collected $
Scholarship Funds Collected $
Interest Earned $
Other Revenues or Contributions $
TOTAL REVENUES $
EXPENSES
Initiation Ceremony $
Chapter Scholarships/Awards $
Chapter Marketing/Publicity $
Chapter Events/Activities $
General and Administrative Expenses $
Other Expenses $
TOTAL EXPENSES $
EXCESS REVENUES OVER EXPENSES
TOTAL REVENUES $
From above calculation
TOTAL EXPENSES $
From above calculation
EXCESS REVENUE (OR DEFICIT) $
Subtract total expenses from total revenues
CHAPTER INFORMATION
Please check all that apply.
The chapter used funds to provide new members:
Initiation ceremony
Honor cords
Medallions
Stoles
Chapter scholarships/awards
Other
The chapter conducts fundraising:
Yes
No
The chapter currently participates in direct deposit from the national office:
Yes
No
Report Submitted By:
*
First Name
Last Name
Email
*
example@example.com
Date
*
-
Month
-
Day
Year
Date
Submit
Should be Empty: