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INSTRUCTIONS: Read these first
and then click the link at the bottom to complete the report.
The Chapter Annual Report format has been simplified to include
only the most pertinent information needed at this time. All the
financial information requested on this report is required.
This document contains instructions for the Annual Chapter
Financial Report and the IRS E-Postcard.
Both are required for the report to be complete. Chapters not submitting
both reports may be in violation of IRS regulations and are at risk
for suspension from Kappa Delta Pi.
| The Chapter Counselor received a letter,
as part of the Chapter Rebate packet (mailed April 11, 2008),
with information needed to complete this report. If you need
another copy of the letter, please contact your Chapter Consultant
at mcs@kdp.org. |
Information You Will Need to Complete
the Financial Report
| 1. |
Beginning Balance—Total
money in the account at the beginning of the fiscal year (July
1, 2007). Should be the same as the Ending Balance
from the 2006–2007 Annual Report.
Please Note: If your Beginning Balance
amount is different than what was reported as the 2006–2007
Ending Balance, you must submit a copy of
the chapter’s general ledger report
or a June 2007 account statement from your bank or university
to verify the change.
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| 2. |
Total Income—The sum
of all monies received by the chapter for the fiscal year
(July 1, 2007 through June 30, 2008) including, for example,
fund-raisers, local dues, and initiation fees. Be sure to
add in any interest accrued on the account. |
| 3. |
Total Expenses—The sum
of all monies expended by the chapter during the fiscal year
(July 1, 2007 through June 30, 2008) including, for example,
initiation expenses, honor cords, and supplies for fund-raisers.
Be sure to include any fees charged by the bank. |
| 4. |
Ending Balance—Total
money in the account at the end of the fiscal year (June 30,
2008). Ending balance = (Beginning Balance + Total Income)
– Total Expenses |
| 5. |
Annual Local Dues—The
amount your chapter charges in local dues to support chapter
activities, ceremonies, and award programs. Do not
include National Dues or one-time initiation fees.
Please Note: If the chapter has changed the amount
of Local Dues, you will need to submit a
copy of the chapter bylaws or minutes with this report as
verification before the dues amount can be adjusted at KDP
Headquarters. If the bylaws or minutes are not submitted,
Headquarters will continue to collect the previous amount
when members renew, which could have a direct impact on the
amount of rebate your chapter receives.
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| 6. |
A copy of your chapter’s financial
ledger for July 1, 2007 - June 30, 2008 should accompany this
report. |
Information You Will Need to File the E-Postcard
All required information was
sent to chapter counselors in April as part of the Chapter Rebate
packet. If you have not received this information, please contact
your CRC via e-mail at mcs@kdp.org.
| • |
Employer identification number
(EIN) |
| • |
Tax year |
| • |
Legal name and mailing address |
| • |
Name and address of principal officers |
| • |
Web site address |
| • |
Confirmation that the organization’s
annual gross receipts are under $25,000. (If your receipts
are over $25,000, you need to file a different report.) |
Click
here to file the e-Postcard. If you have trouble
accessing the system using that link, you may be able to access
the filing site directly by typing or pasting the following
address into your Internet browser: http://epostcard.form990.org.
When you access the system, you will leave the IRS site and
file the e-Postcard with the IRS through our trusted partner,
Urban Institute. The form must be completed and filed electronically.
There is no paper form.
After you have filed, you will need to provide the date you
filed on your Annual Report.
Need help?
| CLICK
HERE to complete and submit the 2007–2008
Annual Chapter Financial Report. When the report is
submitted, you will receive a confirmation e-mail and
copy of the report. Please retain this copy for your
records. |
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