Download 13 Total remitted to Ducks Unlimited National Headquarters

Check function:
Membership Dinner
Sponsor Event
Ladies Event
Greenwing Event
Fun Shoot
Other________________
____________
Send Original To Ducks Unlimited, Inc
One Waterfowl Way
Memphis, TN 38120
FIN ANCI AL REPORT
Send copy to RD
Keep file copy
Regular Amended
Complete immediately after the event for accuracy. Type or print clearly. See 10/30 requirements below.
Event Date_______________ Total Attendance________ Date of this report________________
State ______ City ______________________ Committee Name __________________________ Number _______
1
Ticket Sales
INCOME
$__________________
2
Membership-only
$__________________
EXPENSE
$_________________
NET
$___________________
$___________________
Important: Major Donor amount must also be reported with Memberships (see back).
3
Arrangements (rental, food, drinks, etc.)
$_________________
$(__________________)
Cost for items from the National Merchandise Package will be automatically deducted from your proceeds.
Do not list as expense on this form. For your records, subtract from line 13 to obtain net/net.
4
Raffle & Games
$__________________
$_________________
$___________________
5
Live Auction
$__________________
$_________________
$___________________
6
Silent Auction
$__________________
$_________________
$___________________
7
Cash Underwriting (show as “negative” expense)
$ (________________) $___________________
8
Other ______________ $__________________
$_________________
$___________________
___________________ $__________________
$_________________
$___________________
___________________ $__________________
$_________________
$___________________
Subtotals
$
9
$
$
10 Retained Income from last event
$
11 Net Income for this event (add lines 9 Net & 10)
$
12 Retained Income Withheld (not to exceed $200 or 3% of line 11)
($
13 Total remitted to Ducks Unlimited National Headquarters
$
14 Event Proceeds submitted to National Headquarters:
ITEM
AMOUNT
DATE
Check(s)
$_______________
_________________
$_______________
_________________
$_______________
_________________
$_______________
_________________
Monthly Pay Option* $_______________
_________________
Credit Cards
Vouchers
$_______________
_________________
Other___________
$_______________
_________________
________________ $_______________
_________________
)
10/30: BY POLICY OF THE BOARD OF DIRECTORS,
THE MEMBERSHIPS AND MAJOR PORTION OF THE
EVENT PROCEEDS ARE TO BE RECEIVED AT DU
NATIONAL HEADQUARTERS WITHIN TEN (10) DAYS
FOLLOWING THE EVENT. THIS REPORT AND THE
REMAINDER OF THE PROCEEDS ARE TO BE
RECEIVED NO MORE THAN THIRTY (30) DAYS
FOLLOWING THE EVENT. THIS SCHEDULE MUST
BE FOLLOWED IN ORDER TO QUALIFY FOR THE
10/30 INCENTIVE PROGRAMS.
Contact your Regional Director with questions.
*List MPO members on back
Signed________________________________ Title________________________________Date________________
The above information is true and complete and Ducks Unlimited, Inc. is authorized to include this information with the annual filing with the IRS.
INSTRUCTIONS FOR COMPLETING THE FINANCIAL REPORT
The Financial Report is required when fundraising events are held. This original signed report is due in National
Headquarters no later than the 30th day following the event date. Send a copy to your Regional Director and retain a
copy for future reference. If additional memberships or other income is received after the regular report is filed,
complete another report and mark it as “Amended” and send to National Headquarters with the appropriate funds.
Expedite if necessary in order to meet 10/30 deadlines (date of receipt qualifies report, not postmark).
Definitions:
“Income” refers to gross funds derived from the sale of various commodities, i.e., tickets, merchandise, etc.
“Expense” means what you paid for services and goods.
“Net” means subtracting the cost from the income and is listed in the right column.
“Underwriting” is counted as “negative expense.” This lowers your operating costs by subtracting from expenses.
This will give your event a better net-to-gross. Examples: advertising revenue, cash donations, etc.
“Major Donor” income is generally payment toward a membership level, i.e., Life Sponsor, Sponsor in Perpetuity, etc.
If known, list the total received from each individual minus the dinner cost when reporting Memberships. Include in
Ticket Sales or Membership-only columns. Do not list the amount as “Other Income.”
Line
1. Ticket Sales: List all income from ticket sales, both pre-event and at the door. List cost of advertising, mailing
and printing of tickets as expense.
2. Membership-only refers to anyone who sends membership money and does not attend the event.
3. Arrangements refer to any cost attributed to conducting the event, i.e., food, beverage, rentals, etc.
4-6. Merchandise used in fundraising should be reflected in these columns. Do not list the cost of merchandise
in your National Merchandise package. The cost will be subtracted once your income is received in
Memphis. The final event master report will reflect this.
7. List underwriting income in the Expense column as negative and Net column as positive.
8. Other refers to other items not covered by categories above, i.e., pre-event raffle, state package, etc.
9. Sub-totals are derived by adding each column. This provides raw data from your event.
10. List the income (usually $200) held out or “retained” from last year’s report. If none was held, write “$ 0.”
11. Net Income is the total of lines 9 and 10.
12. If needed, you may keep $200 or amount not to exceed 3 percent of line 11 for next year’s start-up expense.
13. Remit the amount on this line to National Headquarters (line 13 minus line 12). Includes all sources.
14. List the income forwarded to National Headquarters. This information is helpful in reconciling your report.
Monthly Pay Option (List all MPOs and amounts. Include name, address and total annual amount when reporting Memberships)
Name
Address
Amount
(Use additional sheets if needed)
Please re-check each item before sending to National Headquarters.
Retain notes and computations for future reference. Send a copy of
this report to your Regional Director and keep one for your files.
Thank you!
08.04
Q0045