SU Annual Year-End Financial Report

Service Unit Year-End Report

Report due by May 31; MY2020 deadline has been extended to June 30, 2020 and reports should include the statement for May 31, 2020
Service Unit Details
County Served *
Service Unit # *
# of Girls *
The persons authorized to withdraw funds are (minimum of two required):
#1 - Person authorized to withdraw funds: *

First Name Last Name
#2 - Person authorized to withdraw funds: *

First Name Last Name
#3 (optional) - Person authorized to withdraw funds:

First Name Last Name
Funds are deposited in checking/savings account # (last five digits) *
Name and address of Financial Institution *
Has the financial institute changed, since initially authorized? *

No Yes
If yes, please explain
Service Unit Progress

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

Has the SU offered Outdoor Experiences? *

No Yes
Our Service Unit has participated in _____# community service activities, including Take Action Projects. *
Please share your comments, stories and insights:
Annual Financial Report on Funds
Start Date: June 1, _____ *

2017 2018 2019
End Date: May 30, _____ *

2018 2019 2020
By May 31 of each year, troops and service units are required to submit an annual financial report. Include your most recent bank statement with this report. Troops and service units are MUST keep detailed records and receipts for a minimum one year following each membership year. Service Unit reports are submitted by JotForm; Troop reports are submitted via the Volunteer Toolkit.

All financial reports are subject to random review. If selected, the troop/group will provide 12 bank statements and may be asked to provide supporting documentation in the form of receipts and records.
Include your most recent bank statement *
All troops and service units are required to hold their Girl Scout funds in a bank account. All Girl Scout bank accounts must be opened in the name of Girl Scouts of NYPENN Pathways, Troop/SU XXXXX.

The federal tax ID number is 16-0844808.

Bank statements are to be sent to the home address of a person registered with the troop, not to Girl Scouts of NYPENN Pathways.
Service Unit Income
Beginning balance (last year's ending balance) *
Date

Month Day Year
Contributions from GSNYPENN (i.e. SU Stipend, Bonus, Refunds, etc) *
Fall Product 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
#1 Gross Income Money Earning Activity - Description
Briefly Describe
#1 Gross Income Amt - Money Earning Activity
#2 Gross Income Money Earning Activity - Description
Briefly Describe
#2 Gross Income Amt - Money Earning Activity
Other Income - briefly describe
Briefly Describe
Other Income Amount
TOTAL INCOME
automatically calculates from previous entries
Service Unit Expenses
Program, Event, Camp, Badges, Uniforms, Membership, or Renewal Fees paid to GSNYPENN *
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:
Gifts/donations received and donor's name (Note that Donations made to the troop 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, leaders and co-leaders of the troop. *

Yes
Report Completed By *

First Name Last Name
Date of Completion *

Month Day Year
E-mail *
Phone Number *

Area Code Phone Number
Best contact method, for questions: *

Phone e-mail
Should be Empty:

Service Unit Year-End Report

Service Unit Details

Service Unit Progress

Annual Financial Report on Funds

Service Unit Income

Service Unit Expenses