Service Unit Finance Report

Service Unit Finance Report

Service Unit funds should be banked in the name of "Girl Scouts of Ohio's Heartland Council, Inc. (Service Unit Name)" Two (2) nonrelated, not living in the same household, approved volunteers MUST be authorized to sign the account. Council ID # is 31-4379475
Instructions for completing this report:

1. Accurately record all income and expenses on the Finance Report Ledger Page(s). Beginning where the last report ended record all income and expenses as they occur. Record using the ledger page(s) (found at this link:Ledger pages) or a separate spreadsheet.
2. Record all income. Account for all income from service unit programs or events. Use separate lines for all income and expenses with accurate descriptions of each.
3. Record all expenses. Document each expense in detail whether money is spent with cash, check, or service unit debit card. Debit cards or checks should be used whenever possible to provide easier documentation.
4. Fill in the Service Unit Finances Summary below. Use the information from the Finance Report Ledger Page(s) to fill in the Troop Finances Summary below. Document all service unit inventory, gift cards, donations made by the service unit or in-kind donations received on the Miscellaneous Summary at the end.
5. Complete forms prior to the deadlines. The deadline is May 10.
6. Turn in the entire Service Unit Finance Report. Attach copies of the ledger pages and bank statements for the period of the report. The period of the report is May 1, 2024- April 30, 2025
Service Unit Treasurer's Name*

First NameLast Name
Service Unit*
Bank Name*
Bank Account #*
Please submit the full bank account # including any leading zeros. This is a secure site.
Start Date of Report *

MonthDayYear
Date
End Date of Report *

MonthDayYear
Date
As of the above end date, this service unit has this amount in the bank*
As of the above end date, this service unit has this amount of cash on hand.*
As of the above end date, this service unit has this amount of gift/reward cards.*
Type the name of the first signer (the person filling out this form) as it legally appears on the bank account (ie. Juliette Low - not Julie Low)*

First NameLast Name
Email for First Signer
example@example.com
Type the names of the second signer (the person not filling out the report) as it legally appears on the bank account (ie. Suzy Girl-Scout) NOTE: An email is generated to the second signer once the first signer submits the report so it must be done in this order.*

First NameLast Name
Email for Second Signer*
example@example.com
Miscellaneous Summary
In kind donations: include company, location, items, and estimated value. Type N/A if nothing to report.*
Inventory (items purchased or donated this report period) List items below or upload Inventory pages here. Type N/A if nothing to report. *
Inventory File Upload (if needed)

Cancelof
Upload Ledger pages here*

Cancelof
Upload Bank Statements here*

Cancelof
To submit signatures,
- The first signer of this report will sign and submit the form.
- A copy of the submission will be automatically sent to the first signer's email address.
- The second signer will also receive the copy to sign (let them know to watch for the email from Jotform). Open and review the submission, and then sign in the Second Signer area and submit the form. The place to edit is at the bottom in small letters.
- These signatures confirm the validity of what is being reported to the best of your knowledge, so please pay attention to detail. Thank you!
By signing this form, I agree that: *
First Signer

Clear
Second Signer

Clear
Thank you for submitting your Service Unit Finance Report!

Your report will be reviewed, and we will reach out if the auditor has any questions.
Should be Empty:

Service Unit Finance Report

Miscellaneous Summary

Thank you for submitting your Service Unit Finance Report!