Annual Service Unit Finance Report 2025-2026

Annual Service Unit Finance Report 2025-2026

Use this form to report your Service Unit's income and expenses for the reporting period June 1 through May 31. The completed Annual Service Unit Finance Report, along with a May-dated bank statement and check register (Excel preferred), is due by June 15 each year.
IMPORTANT: TROOPS - STOP AND READ BEFORE CONTINUING

This form is for Service Units only and should not be used by troops.

Troops are required to submit their Annual Troop Finance Report through the Volunteer Toolkit (VTK) Finance Tab and should not use this form.

If you are a troop co-leader or treasurer and need assistance submitting your report through the VTK Finance Tab, please refer to the GSUSA Volunteer Toolkit - Troop Finance View and VTK Finance Tab User Guide in gsLearn, or contact our Member Services Center at 1.800.666.2141 or help@gsdakotahorizons.org

Please do not continue with this form. If you submit a troop finance report using this form, you will be required to resubmit it through the VTK Finance Tab.
Helpful Resources:
1. Check Register 2025 - 2026: Recommended check register formatted to match the Annual Service Unit Finance Report.
2. Just-in-Time: Annual Finance Report: Helpful information for completing and submitting the report.
Please choose your Service Unit (SU)
Income

If there is no value for an item, leave the field at 0.00.

Enter in your SU's annual income in the provided categories.
Troop Dues Income
Fall Program Income (Deposits)
Deposits (from all sources, including those for troops and/or girls) made into SU bank account that are related to the Fall Product Program. If your SU accepts credit card payments it is acceptable to enter the net deposit (sale amount less credit card processing fees paid) here.
Cookie Program Income (Deposits)
Deposits (from all sources, including those for troops and/or girls) made into SU bank account that are related to the Cookie Program. If your SU accepts credit card payments it is acceptable to enter the net deposit (sale amount less credit card processing fees paid) here.
GSDH Paid Incentives/Proceeds
Including, but not limited to, Annual Finance Report submission incentive, Product Program proceeds, Recognition Event funds and Spring Renewal Goal incentives.
Disbanded Troop Funds
Funds received from a disbanded troop. Could come from the troop directly or from GSDH.
Money Earning Activities Income
Activities organized by the group (not by the council) that are planned and carried out by girls (in partnership with volunteers) and that earn money for the group. These money earning opportunities must be pre-approved by council.
Dakota Dough Reimbursement Income
Donations Income
Employee Matching Gifts
Troop / SU Sponsorship Income
Service Unit Funds Requests
SU Led Event Income
Fees received from girl/troop for attending a SU Event
IRG Income
Funds received for IRG's (Independently Registered Girls). Do not include funds related to a Product Program, use Fall Program Income (Deposits) and/or Cookie Program Income (Deposits) above.
Miscellaneous Income
To be used when no other category works. Must be able to explain in detail (in check register) what each deposit in this category is. Interest Income.
Total Income
This field is auto-calculated for you based on the information entered into each income category.
Add a note on Service Unit INCOME (optional)
EXPENSES

If there is no value for an item, leave the field at 0.00.

Enter in your Service Unit's annual expenses in the provided categories.
GSUSA Membership Dues
GS Retail Store Purchases
Girl Scout retail purchases made in store or online. Do not include payments made to GSDH for membership or programs.
Meeting Supplies (Including Food)
Council / SU Events
Fees paid to attend a Council or Service Unit Event.
Other Troop Events
Council / SU Camps
Troop Camping
Service Projects
Fall Product Program Expenses
Expenses to promote your Fall Program. Do not include GSDH ACH payments.
Cookie Program Expenses
Expenses to promote your Cookie Program, including but not limited to business cards, cookie booth supplies and cost of cookie samples. Do NOT include GSDH ACH Payments.
Fall Program Payments to GSDH
GSDH ACH Payments (or checks written to GSDH if you did not participate in ACH). Do not include expenses to promote your Fall Program
Cookie Program Payments to GSDH
GSDH ACH Payments (or checks written to GSDH if you did not participate in ACH). Do not include expenses to promote your Cookie Program.
Volunteer Expenses
Expenses related to volunteer support, training and appreciation.
SU Event Expenes
Expenses to put on a SU Event. Troops, do NOT include your fees to attend a SU Event here. Please use Council / SU Events above.
Recognition Expense
Recruitment Expense
Expenses to host recruitment events.
IRG Expenses
Funds spent on behalf of Independently Registered Girls (IRG's). Do not include payments related to a Product Program, use Fall Product Program Payment to GSDH and/or Cookie Program Payments to GSDH above.
Miscellaneous Expenses (Must Explain)
To be used when no other category works. Must be able to explain in detail (in check register) what each expense in this category is. Bank Service Charges.
Total Expense
This field is auto-calculated for you based on the information entered into each expense category.
Add a note on Service Unit EXPENSES (optional)
Are there any income or expense categories that you would like to see added to next year's report to make the Annual Service Unit Finance Report more meaningful for your team? (optional)
FINANCIAL SUMMARY

2025 - 2026
Starting Balance
Returning service units: Use the ending balance from your 2024-2025 check register. New service units: Enter $0.00.
Income
This field is auto-calculated for you based on the information entered into each income category.
Expenses
This field is auto-calculated for you based on the information entered into each expense category.
Ending Balance
This field is auto-calculated for you based on the information entered into each income and expense category. It should also match the ending balance in your check register.
From the Council
The Board of Directors recognizes the need to maintain nominal account balances to fund day-to-day activities for the girls and adults. If your account balance exceeds $400 an explanation of how the SU plans to spend their funds needs to be provided.
Submit the Service Unit Report by June 15, 2026

BANK INFORMATION

Checking Account Required
Bank Name
Branch Name
Last 4 account #s
This information is required by GSUSA and does not replace any Bank Account Confirmation / ACH Form submission requirements.
Signers on Checking Account (Signer 1)

First NameLast Name
Signers on Checking Account (Signer 2)

First NameLast Name
Signers on Checking Account (Signer 3)

First NameLast Name
Please click on "Choose File" to attach your check register (Excel file preferred).

Upload a File
If you are unable to attach your check register, please email it to finance@gsdakotahorizons.org using the subject line SU### Check Register, replacing ### with your service unit number. Cancelof
Please click on "Choose File" to attach your current year May dated bank statement.

Upload a File
If you are unable to attach your May dated bank statement, please email it to finance@gsdakotahorizons.org using the subject line SU### Bank Statement, replacing ### with your service unit number. Cancelof
E-mail
Name of person submitted Annual Service Unit Report

First NameLast Name
After submitting your Annual Service Unit Finance Report, you will receive an email at the address provided above containing a copy of your submitted report.

Please retain the following records for two years:
- Annual Service Unit Finance Report
- Check register
- Bank statements (full year)
- Receipts
These records may be needed if your service unit account is selected for an audit.

Service unit account audits may be initiated in one of three primary ways:
1. Annual Finance Report Review: GSDH identifies potential Troop or Service Unit Funds Policy violations or questionable use of service unit funds during its annual review of finance reports.
2. Random Audit Selection: GSDH conducts random audits each year based on the number of active troops/service units and account balances.
3. Reported Financial Concern: A member, parent, sponsor, or financial institution raises a concern to GSDH regarding questionable use of funds or lack of financial reporting.
Should be Empty: