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Form 5:17: Treasurer's Annual Report

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Form 5:17: Treasurer's Annual Report

Chapter

School


This report should be completed by the outgoing treasurer and submitted by June 1.

What are local dues (above National dues)  $

Number of new members paid this year

How many initiates declined membership because of dues

Do you


FINANCIAL STATEMENT

 I. Opening Balance, Fall (year)

  $(a)

 II. Income

  $

A. Allocations

  $(b)

B. Income from projects (itemize):

 

 Total project receipts ===>

 $(c)

Please describe any project which you would recommend to other chapters for fund raising.

C. Income From Membership Initiation

National Dues

 $

Local Dues

 $

Pin Orders
 @ $7.50 each

 $

Other

$

 

 Total membership initiation receipts

$(d)


 

 D. TOTAL INCOME (a+b+c+d)

  $(e)

 

III. Expenditures

A. Local Operations Expenses

 Supplies

 $

 Receptions, teas, parties

 $

 Local scholarships

 $

 National Scholarship Fund

 $

 Projects

 $

 Convention expenses

 $

 

 

 Miscellaneous

 $

 Total local operations expenses ===>

$(f)

B. Membership Expenses

National Dues

 $

Pins

 $

Tapping Expenses

 $

Initiation Expenses

 $

Conference assessment ($350.00)

$   350.00

 Total membership expenses ===>

$(g)

 


 

 C. TOTAL EXPENDITURES (f+g)

$(h)

 

IV. Closing Balance

 Total Income (line e)

 $

 Total Expenditures (line h)

 $

 

 

 BALANCE ===>

$


 

V. Payments to the National Society

Send the following in one check:

  • $350 conference assessment
  • $40 per active member
  • $40 per honorary member (includes pin and certificate)
  • $7.50 per pin ordered (optional)
  • National Scholarship Fund contribution Minimum of $50 required for Honor Chapter consideration.  (May be included with dues check.)

Make check payable to Lambda Sigma National. Mail membership and chapter fees immediately after initiation. Send no later than June 10 to:

Dr. Ron G. Wolfe,108 Westside Drive, Richmond, KY  40475.

606-623-5088 (h)
email: ex_sec@yahoo.com

Print and retain a copy of this form for your files.


Treasurer Name: Treasurer Email:

Advisor Name: Advisor Email:


IMPORTANT: ONLY CLICK THE SUBMIT BUTTON ONE TIME
YOU WILL RECEIVE A THANK YOU PAGE AFTER THIS FORM IS SUBMITTED

     

 

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