Get Mn 4-h Annual Club Financial Summary Form B - Extension Umn

Filling out the MN 4-H Annual Club Financial Summary Form B provides a comprehensive overview of your club's financial health. This guide will walk you through the steps to complete this form accurately and efficiently as you prepare for the new 4-H fiscal year.

Follow the steps to complete your financial summary form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your club name in the designated field at the top of the form to ensure accurate identification.
3. Fill out the county information to specify where your club is located. This helps in region-based reporting.
4. In the checking section, provide the beginning balance from October 1 of the previous year. This establishes your starting point for the fiscal year.
5. Next, calculate the total income for the year by summing all the money received between October 1 of the previous year and September 30 of the current year.
6. Complete the total expenses field by detailing all payments made during the same period. Accurate record-keeping is critical for this step.
7. Determine the ending balance by using the formula: Beginning Balance + Total Income - Total Expenses. Write this figure in the ending balance field.
8. Include the name and address of the bank where the account is held, ensuring that the financial institution is clearly identified.
9. Enter your Employer Identification Number (EIN) in the designated field for tax identification purposes.
10. Next, review the total checking and savings amounts to confirm that all entries are accurate before proceeding.
11. Complete the certification section at the bottom, where the youth treasurer and adult advisor must print their names and sign to affirm the correctness of the information provided.
12. Finally, check all entries for completeness and accuracy, then save changes. You may download, print, or share the form as necessary.

Complete your MN 4-H Annual Club Financial Summary Form B online to maintain accurate records for your club.