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Annual Financial Report

2017—2018 Annual Financial Report

Report Due Date – August 1, 2018

INSTRUCTIONS – Read the information below first, and then complete the report.

Chapters not submitting the required Annual Financial Report may be in violation of IRS regulations, place themselves at risk for disciplinary action by Kappa Delta Pi, and may not be eligible to receive a rebate check.

The Chapter Counselor will receive an email towards the end of spring with the information (e.g. ending balance from the previous year) that is helpful in completing this report. For another copy of the email, please contact your Regional Chapter Coordinator.

Please note, this form is embedded in the webpage. If it is not loading, please complete the report here.
You will need this information:
  1. Beginning Balance — Amount of money in the chapter’s account at the beginning of the fiscal year (July 1, 2017). This should be the same as the Ending Balance from your 2016–2017 Annual Financial Report.
    Please Note: If your Beginning Balance is different than what was reported as the 2016–2017 Ending Balance, you must explain this change and submit a copy of the chapter’s June 2017 account statement from your bank or university to verify the change.
  2. Total Income — The sum of all revenue brought in by the chapter for the fiscal year (July 1, 2017 thru June 30, 2018). Examples include money from fundraisers, local dues, initiation fees, and so on.
  3. Total Expenses — All funds expended by the chapter during the fiscal year (July 1, 2017 thru June 30, 2018). Examples include money spent on the Initiation Ceremony, honor cords, supplies for fundraisers, and so on.
  4. Ending Balance — Amount of money in the account at the end of the fiscal year (June 30, 2018). Ending Balance = (Beginning Balance + Total Income) – Total Expenses.
  5. Financial Ledger — A copy of your chapter’s financial ledger must accompany this report — You can find a sample ledger on the KDP website.
  6. Annual Local Dues — Dues collected by the chapter to support operations and activities. This does not include Society Dues ($47 annually) or the chapter’s One-Time Initiation Fee. Please note: If the chapter has changed the amount of Local Dues, you need to inform a member of the KDP headquarters staff of this change, so we can update the amount your renewing members can choose to pay online.
  7. One-Time Initiation Fee — This is a fee paid one time only at the time of the member’s initiation. This fee can be any amount assigned by the chapter and is generally used to cover expenses the chapter incurs related to the Initiation Ceremony.
  8. Contact Information — Name and email address of the person filling out the financial form, the Chapter Counselor and Chapter Treasurer (or President), and information on who the contact is where the chapter bank account resides.

Questions? Ask your RCC!

Complete and submit the 2017–2018 Annual Financial Report. When the report is submitted, you will receive a confirmation e-mail and copy of the report. Please retain this copy for your records.

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