Annual Financial Report
Please complete and submit this form OR send a copy of the unit's tax return.
Financial Report for (Name of Unit):
____________________________________________________
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For the fiscal year 2007
(July 1, 2006 - June 30, 2007) |
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| July 1, 2006 - Balance on Hand |
$ |
| Membership Services |
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| Income |
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| Membership Dues |
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| Other Membership Services Income |
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| Total Membership Services Income |
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| Expenses |
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| Printing & Copying |
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| Postage |
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| Telephone |
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Supplies |
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| Other Membership Services Expenses |
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| Total Membership Services Expense |
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| Conferences, Conventions, Seminars |
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| Income |
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| Registration Income |
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| Exhibit Income |
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| Other Income |
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| Total Conferences, Conventions, Seminars Income |
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| Expenses |
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| Printing & Copying |
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| Postage |
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| Telephone |
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| Supplies |
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| Honoraria |
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| Travel Expenses |
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| Other Expenses |
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| Total Conferences, Conventions, Seminars Expense |
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| Publications, Subscriptions, etc. |
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| Income |
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| Sales |
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| Advertising Income (if over $1,000 may need to file form 990-T |
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| Other Publications, Subscriptions Income |
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| Total Publications, Subscriptions Income |
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| Expenses |
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| Printing & Copying |
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| Postage |
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| Telephone |
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| Supplies |
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| Books & Subscriptions |
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| Other Expenses |
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| Total Publications, Subscriptions Expenses |
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| Contributions |
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| not dues or refunds/Fundraising Activities |
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| Income |
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| Expense |
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| Other Income (please list) |
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| Total Other Income |
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| Other Expense (please list) |
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| Total Other Expense |
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| Total Income |
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| Total Expense |
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| June 30, 2007 - Balance on Hand |
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Please check the one that applies.
_____ The financial statement above indicates that our unit has income of less than $25,000 and therefore the filing of Form 990 with the IRS is not required.
_____ Our organization received a Form 990 or Form 990-EZ with a preaddressed label. We have enclosed a copy of the Form 990 or 990-EZ indicating that we did not have gross receipts of $25,000 or more and we have affixed the preaddressed label to the form and filed it with the IRS.
_____ Our organization had a gross income (gross receipts minus the cost of goods sold) of $1000 or more in unrelated business expenses (e.g. advertising in our publication). We are enclosing a copy of the form 990-T which we filed with the IRS.
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