2025-2026 PHI KAPPA PHI CHAPTER FINANCE REPORT

2025-2026 Chapter Finance Report
This report is to be completed by the chapter Treasurer or officer with knowledge of chapter finances. This report is also used to meet the standard of "general supervision" required to maintain our IRS group tax exemption. It is ok if you don’t have exact information; just complete it to the best of your ability. For questions, contact Katie Cox at KCox@phikappaphi.org. Thank you in advance for your time!
Institution Name
Chapter Number
Mailing Address - If your chapter receives payments from the national office via direct deposit or Funds Management Agreement, enter the institution address. If your chapter receives payments from the national office via check, enter the address to which you would like checks sent. Include "Attention:" with the name of the person who should receive the check.

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Chapter Financial Structure

Balances as of June 30, 2026. Please use estimates if completing before June 30, 2026.
The chapter maintains a checking account separate from the institution/university.
If yes, what was the total balance in the checking account?

Amount
If yes, what is the name of the banking institution?

Name of Bank
The chapter maintains an account through the institution/university.
If yes, what was the total balance in the institution/university account?

Amount
The chapter does not maintain a separate bank or university account. All income and expenses are processed through the institution or a department of the institution.
Additional Information:
The chapter also has a savings account, certificate of deposit or investment account.
If yes, what was the amount in these accounts?

Amount
If yes, what is the name of the banking institution?

Name of Bank
REVENUES

For July 1, 2025 - June 30, 2026
List the revenue received from sources external to the national office. Examples include donations from university departments, faculty or alumni not made through the national office, interest on savings accounts, regalia sales, etc.
Amount   Source
Amount   Source
Amount   Source
Amount   Source
Amount   Source
CHAPTER INFORMATION
The chapter offered chapter scholarships or awards July 1, 2025 - June 30, 2026:
If yes, what was the total $?
Items provided to new members with chapter funds. Check all that apply:

Other
The chapter conducts fundraising:
If the chapter is not currently receiving direct deposits from the national office, would you like information on enrolling in this program?
The national office can now greatly minimize the administrative burden of managing your chapter finances through our Funds Management Program. Under this arrangement, currently being utilized by a number of chapters, the national office can manage your revenues, expenses, and fund balances. If your chapter is not participating in our funds management services arrangement, would you like information about this program?
Group Exemption Acknowledgements
Report Submitted By:

First NameLast Name
Email
example@example.com
Date

MonthDayYear
Date
Should be Empty:

2025-2026 Chapter Finance Report

Chapter Financial Structure

REVENUES

CHAPTER INFORMATION

Group Exemption Acknowledgements