Embedded Files
Annual Financial Report (Updated Forms/Guide)
Annual Financial Report (Updated Forms/Guide)
The annual financial report is a required annual summary of the troop’s finances for the previous year that must be submitted to Girl Scout San Diego Council via the Volunteer Toolkit. The report will include total income and expenses, account balances, and product sales up to April 30th. Submission can be completed by filling out the Financial Tracking Worksheet and submitting through the Volunteer Toolkit by the Troop Leader before June 1st. Please send any questions to the Service Unit Treasurer or refer to the Financial How to Guide.
*Mac users may have issues with the Financial Tracking Worksheet; please contact Troop Banking for help with this issue.
Troops can do projects to earn extra money for a specific activity/trip when needed. Money-earning projects need to be approved by the service unit team. To get started, the girls and leaders should review the money-earning application, complete the form and schedule a time to meet with the SU Team to present their project and the reason why they need the money, in an informal discussion type of meeting. If the project involves organizing an event for Girl Scouts outside of the troop, the event planning process must be followed.
Simple money earning opportunites could be a garage sale or bake/craft sale; recycling does not require an application.
Returned to: service unit team or to the council finance support specialist at troopbanking@sdgirlscouts.org.
Keep a copy with troop financial records.
New Wells Fargo Account/Signers
New Wells Fargo Account/Signers
CAUTION: Do NOT just walk into the branch and ask them to set up an account - they will not have the correct paperwork, your account will be set up outside of the GS umbrella, and you will have to redo it later.
All troops must have a bank account. Girl Scouts San Diego troops do their banking at Wells Fargo. Free online banking and debit cards are included in the program and there are no monthly fees.
All troop money must run through the bank account. This provides a paper trail should a parent ask questions about how money is being handled. Once troop leaders have been registered, background checked, and held their first parent meeting, follow the instructions to set up a Wells Fargo bank account. Contact the Finance Support Specialist for more information or questions.
Girl Scouts San Diego (GSSD) is committed to ensuring that all girls can participate in Girl Scouting regardless of socioeconomic status. Financial assistance is part of our council’s continuing investment in leadership experiences for girls. No girl will be denied access to Girl Scouting for financial reasons.
A troop is considered disbanded when it is no longer functioning or has not registered within six months of the expiration date of its last registration. The Disbandment Guide and Form can be found within the tabs of Financial Tracking Worksheet. Assure that any girls that want to continue in Girl Scouts are listed on your disbandment paperwork. Please submit Disbandment Form to the Service Unit Registrar and Treasurer.
Miscellaneous Financial Forms
Miscellaneous Financial Forms
Use this form when reimbursing for personal money spent on the troop’s behalf. The form documents the use of troop funds for reimbursement.
Completed by: troop leaders.
Returned to: troop treasurer or alternate troop leader for signature.
Keep form with troop records.
Use this form to project your troop’s income and expenses for the year and brainstorm ideas for troop activities.
Completed by: troop leaders and girls.
Keep with troop records.
Use this form to track all troop money received and spent. Use the worksheet to help complete the Annual Financial Report submitted June 1 of each year.
Completed by: troop treasurers and provided to troop leaders before June 1 to aid in completing Annual Financial Report.
Keep with troop records.
Use this form when filling the troop treasurer role.
Completed by: potential troop treasurer.
Returned to: troop leader.
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