Report Due Date – August 1, 2013

INSTRUCTIONS – Read the information below first, and then complete the report.

Chapters not submitting the required Annual Financial Report may be in violation of IRS regulations, place themselves at risk for disciplinary action by Kappa Delta Pi, and may not be eligible to receive a rebate check.
The Chapter Counselor will receive a email with the information that is helpful in completing this report. For another copy of the letter, please contact your Regional Chapter Coordinator.

You will need this information:
1. Beginning Balance — Total money in the account at the beginning of the fiscal year (July 1, 2012). Is the same amount as the Ending Balance from your 2011–2012 Annual Financial Report.

Please Note: If your Beginning Balance amount is different than what was reported as the 2011–2012 Ending Balance, you must submit a copy of the chapter’s June 2012 account statement from your bank or university to verify the change.
2. Total Income — The sum of all monies taken in by the chapter for the fiscal year (July 1, 2012 thru June 30, 2013), e.g. fund-raisers, local dues, initiation fees, and other incoming funds.
3. Total Expenses — All monies expended by the chapter during the fiscal year (July 1, 2012 thru June 30, 2013), e.g. initiation expenses, honor cords, supplies for fund-raisers, and other money spent.
4. Ending Balance — Total money in the account at the end of the fiscal year (June 30, 2013). Ending balance = (Beginning Balance + Total Income) – Total Expenses.
5. A copy of your chapter’s financial ledger must accompany this report — Click here to find a sample ledger online.
6. Annual Local Dues — Dues collected by the chapter to support operations and activities. This does not include Society Dues or One-Time Initiation Fees.

Please Note
: If the chapter has changed the amount of Local Dues, you must submit a copy of chapter bylaws or minutes verifying the vote for changing the dues amount.
7. One-Time Initiation Fee — This is a fee paid one time only at the time of the member’s initiation. This fee can be any amount and is generally used to cover expenses the chapter incurs related to the initiation ceremony.
8. Contact Information — Name and e-mail of the person filling out the financial form; the chapter counselor and treasurer or president; and contact information about the chapter bank account

Questions? Ask your RCC!
Click Here Complete and submit the 2012–2013 Annual 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.