SU Annual Year-End Financial Report

I am filling out a report for my:*

TroopService Unit

You have selected to submit a Year-End Report for a troop and need to use the report found in the Finance tab of the Volunteer Toolkit (VTK). If you have questions or issues accessing the VTK, please reach out to our Customer Care Team at 1.855.213.8555.

County Served*

Service Unit #*

# of Girls*

Authorized Signers (minimum of two required):

#1 - Authorized Signer:*

First NameLast Name

#2 - Authorized Signer:*

First NameLast Name

#3 (optional) - Authorized Signer:

First NameLast Name

Last five (5) digits of the checking/savings account # *

Name and Address of Financial Institution*

Has the financial institute changed since last authorized?*

NoYes

If yes, please explain

Based on your observations, rate the following statements, as they pertain to your Girl Scout group. *

	Strongly Agree	Agree	Neither Agree nor Disagree	Diasagree	Strongly Disagree
Girls in the community want to be in Girl Scouts
SU has positive connections with the community
Happy Volunteers
Volunteers have access to training and resources
Everyone helps the “jobs” of the SU get done
SU has mentors for new leaders
Leaders are happy with the SU communication
Girls participate in SU events

Did the SU offer Outdoor Experiences this member year?*

NoYes

Our Service Unit has participated in _____# community service activities, including Take Action Projects, this member year.*

Please share your comments, stories and insights:

All troops and service units are required to hold their Girl Scout funds in a Girl Scout bank account, under the name of Girl Scouts of NYPENN Pathways, Troop/SU XXXXX, using the GSNYPENN federal tax ID number is 16-0844808.

Bank statements are to be sent to the home address of an account signatory with the troop/SU.

Start Date: May 1, _____*

202020212022

End Date: April 30, _____*

202120222023

Attach the bank statement(s) that include April 1 - April 30 of the current year*

Beginning balance (last year's ending balance)*

Date

MonthDayYear

Contributions from GSNYPENN (i.e. SU Stipend, Bonus, Refunds, etc)*

TRM Program net proceeds (nutE)*

SUs typically do not receive money from this program

Cookie Program net proceeds (eBudde)*

SUs typically do not receive money from this program, except as a bonus from GSNYPENN

#1 Gross Income Money Earning Activity - Description

Do not deduct the cost of expenses; note the total money collected

#1 Gross Income Amt - Money Earning Activity

#2 Gross Income Money Earning Activity - Description

Do not deduct the cost of expenses; note the total money collected

#2 Gross Income Amt - Money Earning Activity

Other Income - briefly describe

This may include donations from troops, the community or other income

Other Income Amount

TOTAL INCOME

Automatically calculates from previous entries

Fees paid to GSNYPENN for items like programs, event, camp, badges, training, uniforms, membership/renewal *

Outside Program/Event and Camping Fees*

Food and beverages*

Materials, Supplies & Equipment*

Community service projects & donations to other organizations*

Bank fees & charges*

Other Expenses - briefly describe

Briefly Describe

Other Expenses Amount

TOTAL EXPENSES

Automatically calculates from previous entries

ENDING REPORT BALANCE

Automatically calculates from previous entries

Ending Balance from Bank Statement including April 30 of current year*

Difference between Report and Bank Statement

Automatically calculates from previous entries

Explain any differences:

Please list all gifts/donations received and donor's name:

Only donations processed through the council are tax-deductible; donations made directly to a troop or SU are NOT tax deductible.

To the best of my knowledge, this report reflects the current financial status of this account and this information was shared with all account signers, and the SU manager.*

Yes

Report Completed By*

First NameLast Name

Date of Completion*

MonthDayYear

E-mail*

Phone Number*

Area CodePhone Number

Best contact method, for questions: *

Phonee-mail

Service Unit Year-End Report

Service Unit Details

Service Unit Progress

Annual Financial Report of Service Unit Funds

Service Unit Income

Service Unit Expenses