Service Unit Annual Financial Report MY2022

Service Unit Annual Financial Report

The Service Unit Financial Report is to be submitted annually by June 30 by the service unit treasurer or the service unit manager. If you have any questions contact your membership campaign manager.
Service Unit*
Name of person completing report:*

First NameLast Name
Service Unit Role*

Service Unit Manager/Co-ManagerService Unit Treasurer
Your Email*
As you are the first signer, please list second signer on SU account*

First NameLast Name
SU Bank and branch*
Account number (last 4 digits only)*
Beginning Balance July 2023*
Balance as of June 2024*
Additional Account (last 4 digits)
First signer on additional account

First NameLast Name
Second signer on additional account

First NameLast Name
Purpose of second account
Balance as of July 2023
Balance as of June 2024
Did the service unit grant financial assistance to girls for membership, program, or camp?

YesNo
Please list girls/troops and amount provided
Did service unit provide supplies for new troops?

YesNo
Did service unit grant uniform assistance for girls?

YesNo
List girls/troops and amount of assistance granted:
Did service unit charge SU dues?

YesNo
If yes, how much and for whom (girl/volunteer)?*
Did SU use Cheddar Up?

YesNo
Please share feedback on how it worked for you.
Do you have disbanded troop accounts that need to be closed?

YesNo
Please list troops, accounts and their banks; we will close accounts and process remaining funds
In recent years, GSCI encourages SU Treasurers to NOT be signers on troop accounts, unless 1. you are a troop volunteer or if you are supporting a first year troop (or transitioning troop) who hasn't secured the second signer. If you are a signer on any troop accounts please list accounts, and we will assist you with removing your name from the troop account.
Please give us an overall assessment of your service unit's financial health.
If current/remaining funds are 1.5 times more than next year's budget, how do you plan on spending it?
Additional information, comments, or concerns
Upload MY 2025 Budget, If budget has not been created, please email to customercare@girlscoutsindiana.org by Sept 30.

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