2024-2025 Annual Finance Report

Annual Finance Report

This is to report all income and expenses for each membership year.
Reporting Period: June 1 to May 31

Report Due Date: June 30

As a routine process of auditing bank accounts, we may be contacting you for additional information, including bank statements or receipts. Please keep all receipts for 12 months after submitting your finance report.

Completing the Annual Report can take up to an hour. Don't have time to complete it all now? Just click the Save button to save a draft that you can come back to later. Choose "Skip Create an Account" if you don't want to create a Jotform account as there is no need to because an email will be sent to you with a link to your draft.

Contact customercare@gsmw.org if you have questions or need any assistance.

2024-2025 Product Finance Tool
I am submitting a report for the following membership year...*
I am submitting this annual report for a...*

TroopService Unit

Troop Banking Information

Funds in troop treasuries in excess of $50 must be kept in a dual signature bank account in the name of Girl Scouts of Montana and Wyoming, Troop # ____. There must be two non-related GSMW members on the signature card; co-leader, and/or troop affiliated registered adults.
Bank Name*
Last 4 Digits of Account Number*
Account Signer - Primary*

First NameLast Name
Account Signer - Secondary*

First NameLast Name
Additional Account Signers (if applicable)
Beginning Balance (as of June 1st prior year bank statement)*
Income Items

Please report all income items in this section. List total amounts for each category.

List income amount per item below (if none, please put 0).*

	INCOME AMOUNT
Girl Scout National Membership Fees
Fall Magazine & Nut Program
Cookie Program
Troop Money-Earning Project
Troop/Group Sponsorships
Funds for Insignia/Recognition
Funds for Programs/Trips/Camping
Troop Dues
Other (explain below)

TOTAL INCOME (calculated automatically from table above)*
DO NOT EDIT THIS NUMBER. Changes must only be made in the INCOME table above.
If you included 'Other' income, please explain.
Expense Items

Please report all troop expenses in this section. List total amounts for each category.

List expense amount per item below (if none, please put 0).*

	EXPENSE AMOUNT
Girl Scout National Membership Fees
Cost of Fall Magazine & Nut Program (including online sales)
Cost of Cookie Program
Cost of Leftover Product
Cost of Troop Supplies & Snacks
Cost of Service Projects
Cost of Insignia/Recognition
Cost of Programs/Trips/Camping
Other (explain below)

TOTAL EXPENSES (calculated automatically from table above)*
DO NOT EDIT THIS NUMBER. Changes must only be made in the EXPENSES table above.
If you included 'Other' expenses, please explain.
Summary

The boxes below are calculated automatically. Please only adjust your numbers in the tables above if something is incorrect.
BEGINNING BALANCE *
Automatically added from above. DO NOT EDIT THIS NUMBER. Changes must only be made in the BEGINNING BALANCE field above.
+
TOTAL INCOME*
Automatically added from above. DO NOT EDIT THIS NUMBER. Please change information only in the INCOME table above.
_
TOTAL EXPENSES*
Automatically added from above. DO NOT EDIT THIS NUMBER. Please change information only in the EXPENSE table above.
=
ENDING BALANCE (this number MUST match May 31 current year bank statement) *
Automatically calculated from fields above. Please change information only in the INCOME and EXPENSE tables above.
If your ending balance is over $1,000, please explain how your Troop plans to use the funds.

Service Unit Banking Information
Bank Name*
Last 4 Digits of Account Number*
Account Signer - Primary*

First NameLast Name
Account Signer - Secondary*

First NameLast Name
Additional Account Signers (if applicable)
Beginning Balance (as of June 1st prior year bank statement)*
Income Items

Please report all income items in this section. List total amounts for each category.

List income amount per item below (if none, please put 0).*

TOTAL INCOME (calculated automatically from table above)*
DO NOT EDIT THIS NUMBER. Changes must only be made in the INCOME table above.
If you included 'Other' income, please explain.
Expense Items

Please report all troop expenses in this section. List total amounts for each category.

List expense amount per item below (if none, please put 0).*

TOTAL EXPENSES (calculated automatically from table above)*
DO NOT EDIT THIS NUMBER. Changes must only be made in the EXPENSES table above.
If you included 'Other' expenses, please explain.
Summary

The boxes below are calculated automatically. Please only adjust your numbers in the tables above if something is incorrect.
BEGINNING BALANCE *
Automatically added from above. DO NOT EDIT THIS NUMBER. Changes must only be made in the BEGINNING BALANCE field above.
+
TOTAL INCOME*
Automatically added from above. DO NOT EDIT THIS NUMBER. Changes must only be made in the INCOME table above.
_
TOTAL EXPENSES*
Automatically added from above. DO NOT EDIT THIS NUMBER. Changes must only be made in the EXPENSE table above.
=
ENDING BALANCE (this number MUST match May 31 current year bank statement) *
Automatically calculated from fields above. Please change information only in the INCOME and EXPENSE tables above.
If your ending balance is over $1,000, please explain how your Service Unit plans to use the funds.

Receipts & Agreements
Receipts & Statement Upload*

I am providing all required documents in this form. This includes receipts and all bank statements between June and May.I am unable to upload all required documents in this form. Instead I am uploading the May bank statement and will email all other required documents to customercare@gsmw.org
Upload receipts and ALL bank statements between June and May.
Cancelof
Comments / Questions
Agreement*

I agree that all information provided is true and that my Troop/Service Unit and I are handling Girl Scout funds in a responsible and trustworthy manner in accordance with policies outlined in Volunteer Essentials.
Signature*

Clear
Date*

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Date
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Annual Finance Report