Get Ohio State University Extension 4-h Club/affiliate Yearly Financial Summary 2017-2025

Completing the Ohio State University Extension 4-H Club/Affiliate Yearly Financial Summary is vital for maintaining accurate financial records. This guide will help users navigate the online form with clarity and ease.

Follow the steps to successfully complete the financial summary form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the program year for which you are providing the financial summary in the designated field.
3. Fill in the club or affiliate name in the appropriate section.
4. Provide the bank name where the funds are held.
5. Enter the Employer Identification Number (EIN) for your club or affiliate.
6. Input the account number associated with your bank account.
7. Complete the bank address, city, state, and zip code sections.
8. Select the type of account from the options available, marking the appropriate box.
9. List at least one name authorized to sign checks, preferably two names.
10. Record the beginning account balance as of January 1, ensuring it matches the bank statement.
11. List all sources of income under the Club/Affiliate Income section, including descriptions and amounts, making sure to total the income.
12. Document the club or affiliate expenses in the respective section, following the same format of providing descriptions and amounts, ultimately totaling the expenses.
13. Enter the ending account balance as of December 31, ensuring that this also matches the bank statement.
14. Indicate the name of the person completing the form.
15. Review all entries for accuracy before saving changes, downloading, printing, or sharing the completed form.

Start completing your financial summary online today to ensure compliance and accuracy.