Professional Documents
Culture Documents
A copy of your chapter bank statement must be submitted as well. Your form will not submit
without this attachment.
A Budget Worksheet can be found in the Document Library. It may be helpful to use that
before filling out this report. If you have any questions contact your Province Officer or the
NVP Finance.
Chapter Alpha Beta
Chapter Code 126
Province Omicron Province
Region Region I
EIN # 866053061
When completing this form remember that a value is required in every space. Enter "0" if a
particular number or amount does not apply to your chapter's situation.
Do not use a dollar sign when entering a dollar figure. For whole dollar numbers the use of a
decimal is not necessary. Example: To enter ten dollars type "10"; to enter ten dollars and
fifty cents type "10.50"
As you complete the form use the "Save my Work" button every few minutes. Your work will
be preserved and you will be able to work on the form over the course of multiple sessions.
In order for a "system calculated" field to populate, click on the "Save my Work" button. This
will allow you to see the calculations as you progress with the form.
RECONCILED BUDGET
Balance from current bank statement $530.22
Total Amount of Outstanding Checks $0.00
Balance 530.22
Total Amount of Deposits not yet posted by the
bank$0.00
Reconciled Opening Balance 530.22
STARTING BALANCE AND INCOME
Note: Dues amount should include both national and local chapter dues
STARTING BALANCE AND INCOME: In this section amounts entered should
include BOTH National and Local Chapter Dues
Reconciled Opening Balance 530.22
Number of chapter members 12
National and local dues per person $80.00
System Calculated Dues Total 960
Expected number of MITs 8
National and Local MIT fees $55.00
System calculated MIT fees 440
Expected number of collegiate initiates 8
Local and national initiation fees $250.00
System calculated initiation fees 2000
Expected number of badge upgrades (MITs
choosing the 10K gold badge option) 0
Cost of each 10K gold badge upgrade $0.00
System calculated total for badge upgrades 0
Number of Patronesses expected to initiate 0
EXPENSES
number of MITs
Expected number of initiating
collegiate members 8
Collegiate initiation fee per person $250.00
System calculated cost of new collegiate
members2000
Expected number of 10K badge upgrades for
new initiates 0
Cost of each 10K badge upgrade $0.00
System calculated total for 10K badge
upgrades 0
Expected number of Patronesses to be
initiated 0
Patroness initiation fee per Patroness $0.00
System calculated total cost of Patroness
initiation fees 0
Number of Vermeil Patroness badges
expected to be purchased 0
Cost of each Vermeil Patroness badge $0.00
System calculated total for expected number
of Vermeil Patroness badges to be
purchased 0
Expected number of 10K Patroness badges
to be purchased 0
Cost of each 10K Patroness badge $0.00
System calculated total for 10K Patroness
badges expected to be purchased 0
Possible Distinguished Membership
initiations. David Mcguiggan
Estimated cost of Distinguished Member
initiates$80.00
2. Carry over of prior year's debt owed to
National Headquarters
$0.00
3. Contributions
Contributions to SAI Philanthropies, Inc.
(People-to-People, MacDowell Colony,
General Philanthropies, etc.) $100.00
Other contributions to non-SAI related
charitable organizations
List each non-SAI charitable contributions. Possibility of contributing to under budget
List any chapter accounts (e.g. savings accounts, CDs) beyond the operating account which
your chapter maintains and uses to perpare this budget
Bank Name(s) and Address(es) and Current
Account Balance(s)
Required: Attach a copy of your most current
chapter bank statement
I have prepared this budget report and state
Phone: 520-664-7858
Email: kacostazavala@email.arizona.edu
Address: #4470 Grizzly Springs Tucson, AZ
85745
Kathy Acosta
Zavala
Jennifer Cady