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

Please read the following information FIRST: important instructions for the following information contains instructions for the Annual Chapter Financial Report and the IRS e-Postcard, both of which are required to complete the report. Chapters not submitting both reports may be in violation of IRS regulations and place themselves at risk for probation by Kappa Delta Pi.

The Chapter Counselor received a letter with the information needed to complete this report (mailed in March). For another copy of the letter, please contact your Regional Chapter Coordinator at mcs@kdp.org 

For the Financial Report, you must complete these items:
1.

Beginning Balance — Total money in the account at the beginning of the fiscal year (July 1, 2009). Should be the same amount as the Ending Balance from your 2008–2009 Annual Report.

Please Note: If your Beginning Balance amount is different than what was reported as the 2008–2009 Ending Balance, you must submit a copy of the chapter’s June 2009 account statement from your bank or university to verify the change.
2. Total Income — Should be the sum of all monies taken in by the chapter for the fiscal year (July 1, 2009 thru June 30, 2010), i.e. 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, 2009 thru June 30, 2010), i.e.: 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, 2010).  Ending balance = (Beginning Balance + Total Income) – Total Expenses.
5.

A copy of your chapter’s financial ledger must accompany this report. You can find a sample ledger on the KDP website:
6.

Annual Local Dues — Dues collected by the chapter to support operations and activities. This does not include National 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.

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

8.

e-Postcard — All required information was sent to chapter counselors in March. If you have not received this information, please contact your RCC via e-mail at mcs@kdp.org.

Click to file the e-Postcard. When you access the system, you will leave the IRS site and file the e-Postcard with the IRS through KDP’s trusted partner, Urban Institute. The form must be completed and filed electronically. There is no paper form.

Please note: If, when you log onto the site, your fiscal year is different from 7/1/2009–6/30/2010, please contact your RCC immediately.

Page One
A. Tax Year (beginning 7/1/2009 and ending 6/30/2010)
B. Has your organization gone out of business?
Are your gross receipts normally $25,000 or less? 		from pull down menu Yes or No
from pull down menu Yes or No**
C. Organization’s legal name – line 1
Organization’s legal name – line 2		 insert Kappa Delta Pi
D. Employer identification number (EIN) insert chapter EIN #
Page Two
C. Organization’s legal name
If your organization conducts business using
another name (DBA), enter other name DBA name

DBA name - continued
In Care of Name      		Kappa Delta Pi, insert your chapter number and Greek name Chapter



insert counselor name
D.

Organization’s mailing address:
Country                                                                 
Number and street (or PO Box) – line 1               
Number and street (or PO Box) – line 2               
City of town                                                          
State                                                                      
Zip code         


United States
insert line one of address
insert line two of address
insert city
insert state
insert zip
E. Organization’s Web site address if applicable insert chapter Web site: if none insert www.kdp.org
F.

Principal Officer:
Type of name                                                 
Name                                                              
Country                                                           
Number and street (or PO Box) – line 1          
Number and street (or PO Box) – line 2
City of town                                                          
State                                                                      
Zip code            


person
insert counselor name
United States
insert line one of address
insert line two of address
insert city
insert state
insert zip

** If your receipts total more than $25,000, you must file a different report.

After you have filed, you must provide the date you filed on your Annual Report. Please do not fill in a date if you have not yet filed the report.


Questions regarding this report may be directed to your Regional Chapter Coordinator at Society Headquarters by calling 800.284.3167 or e-mailing mcs@kdp.org.
Arrow CLICK HERE to complete and submit the 2009-2010 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.