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Deadline is May 01, 2024

Note: Please answer each question unless directed otherwise. Fields in bold print are required to complete your submission. For each community service category a yes or no answer is required. If you have nothing to report for a particular field, please leave blank.

Chapter Annual Report/Survey

CAPTCHA

Chapter Number:

Chapter City:

Chapter State (Please Abbreviate):

Name & Position of Officer Completing the Survey:

CHAPTER FINANCIAL PROFILE FOR IRS REPORTING

Legal Name of Chapter (name used for bank accounts):

Other Names used by Chapter (if not applicable type "none"):

Annual Tax Period (calendar or other fiscal period):

Calendar

Other

If Other Fiscal Period is selected, enter fiscal ending date (MM/DD/YYYY):

MM slash DD slash YYYY

Is Chapter annual gross income normally $50,000 or less:

Yes

List the non-profit organizations/individuals that your Chapter assisted in 2023 (if not applicable type "none"):

OFFICIAL LOCATION OF CHAPTER RECORDS (normally the Chapter Secretary address):

Officer Name:

Officer's Position:

Officer's Street Address:

Officer's City, State & Zip:

Does your Chapter own its own building:

Yes

Does your Chapter have social (non-benefit or insured) members:

Yes

If so, how many social members are in your Chapter (Whole Number only) (IF YOU ANSWERED YES ABOVE DO NOT LEAVE BLANK):

FRATERNAL BUSINESS & SOCIAL ACTIVITIES OR EVENTS:

Does your Chapter have regularly scheduled business meetings?:

Yes

If so, how many business meetings did you have during 2023?:

What was the average attendance per business meeting (enter whole number only NOT a range, i.e. 25 NOT 20-25)?:

What was the average length in hours of your business meetings (enter whole number only NOT a range, i.e. 2 NOT 1-2)?:

Did your Chapter sponsor social events or Chapter fellowship gatherings for members & guests during 2023?:

Yes

If so, how many member/guest social events did you you have during 2023?:

What was the average attendance per social event (enter whole number only NOT a range, i.e. 25)?:

What was the average length in hours of your social events (enter whole number only NOT a range, i.e. 2 NOT 1-2)?:

Did any of your social activities involve fundraising for your Chapter operations or scholarship program?:

Yes

If so, how many fundraisers did you have for Chapter operations?:

How many fundraisers did you have for your Chapter scholarship program?:

Did any of your social activities involve youth (e.g. Christmas Party, Picnics, etc. DO NOT REPORT JOIN HANDS DAY PROJECTS HERE)?:

Yes

If so, how many activities included youth?:

If so, what was the average attendance of youth per activity (enter whole number only NOT a range i.e. 5 NOT 2-5)?:

Short description of social events including youth:

COMMUNITY SERVICE ACTIVITIES OR EVENTS:

1. Did your Chapter sponsor a Join Hands Day project in 2023 (If Not, select No and and skip to question # 2 in this section)?

Yes

If so, describe your Join Hands Day project:

How many members & non-members, including youth, helped with Join Hands Day (enter a whole number NOT range i.e. 25 NOT 20-25)?:

How many youth helped with Join Hands Day (enter whole number NOT range i.e. 10 not 8-10)?:

How many volunteer hours were spent on the Join Hands Day project (total of all members' and non-members' volunteer time including organizing) (enter a whole number only NOT a range i.e. 75 NOT 65-75)?:

Other than donations, what was the total Chapter funds spent to put on the Join Hands Day event (do not include Chapter donations)?:

2. Did your Chapter support any local educational programs or projects in 2023 (e.g. adopt-a-school program, school supply drives, school mentoring programs, etc.) (If Not, select No and skip to question #3 in this section)?

Yes

If so, describe your Educational project or event:

How many educational programs or projects did you support?:

How many schools were served by your Educational project?:

How many students were served by your Educational project (enter a whole number NOT range i.e. 30 NOT 20-30)?:

How many members participated in your Educational project (enter whole number NOT range i.e. 15 NOT 10-15)?:

How many non-members participated in your Educational project (enter a whole number NOT range i.e. 25 NOT 15-25)?:

How many volunteer hours were spent on the Educational project (total of all members' and non-members' volunteer time including organizing) (enter a whole number only NOT a range i.e. 75 NOT 65-75)?:

Other than donations, what was the total Chapter funds spent to put on the Educational projects/programs (do not include Chapter donations)?:

3. Did your Chapter support a patriotic-related project in 2023 (If not, select No and skip to question # 4 in this section)?

Yes

If so, describe your Patriotic project:

How many patriotic-related programs or projects did your Chapter support?:

How many members participated in your patriotic project (enter whole number NOT range i.e. 15 NOT 10-15)?:

How many non-members participated in your patriotic project (enter a whole number NOT range i.e. 25 NOT 15-25)?:

How many volunteer hours were spent on the patriotic project (total of all members' and non-members' volunteer time including organizing) (enter a whole number only NOT a range i.e. 75 NOT 65-75)?:

Other than donations, what was the total Chapter funds spent to put on the patriotic project (do not include Chapter donations)?:

4. Did your Chapter support a service project for the elderly in 2023 (If not, select No and skip to question #5 in this section)?

Yes

If so, describe your project in support of the Elderly:

How many projects for the Elderly did you support?:

How many members participated in your project in support of the Elderly (enter whole number NOT range i.e. 15 NOT 10-15)?:

How many non-members participated in your project for the elderly (enter a whole number NOT range i.e. 25 NOT 15-25)?:

How many volunteer hours were spent on the project for the elderly (total of members' and non-members' volunteer time including organizing) (enter a whole number only NOT a range i.e. 75 NOT 65-75)?:

Other than donations, what was the total Chapter funds spent to put on the project for the elderly (do not include Chapter donations)?:

5. Did your Chapter support an ethnic or cultural activity in 2023 (If not, select No and skip to question #6 in this section)?:

Yes

If so, describe your ethnic or cultural project or activity:

How many ethnic/cultural activities/events did you support?:

How many members participated in your ethnic/cultural activity (enter whole number NOT range i.e. 15 NOT 10-15)?:

How many non-members participated in your ethnic/cultural activity/event (enter a whole number NOT range i.e. 25 NOT 15-25)?:

How many volunteer hours were spent on your ethnic/cultural activity (total of all members' and non-members' volunteer time including organizing) (enter a whole number only NOT a range i.e. enter 75 NOT 65-75)?:

Other than donations, what was the total Chapter funds spent to put on the ethnic/cultural activity/event (do not include Chapter donations)?:

6. Did your Chapter participate in the Society's National Member Food Drive in 2023 (please report here even if you submitted a National Member Food Drive Report form) (If not, select No and skip to question # 7 in this section)?:

Yes

How many members & non-members participated in your Food Drive (enter whole number NOT range i.e. 15 NOT 10-15)?:

If so, how many pounds of food was collected during your Food Drive (enter a whole number only NOT a range i.e. enter 145 NOT 135-145)?:

Approximate $ value of the food collected during your Food Drive (enter a whole number only NOT a range i.e. 350 NOT 300-350):

What other items, besides food, were collected during your National Member Food Drive Event?:

Approximate $ value of clothing or other items collected during your Food Drive (enter a whole number only NOT a range i.e. 350 NOT 300-350):

How many volunteer hours were spent on your Food Drive (total of all members' & non-members' volunteer time including organizing) (enter a whole number only NOT a range i.e. 250 NOT 225-250)?:

Other than donations, what was the total Chapter funds spent to put on your local food drive (do not include Chapter donations)?:

Describe your food drive event or program:

7. Did your Chapter participate in the Society's Operation Santa's Elves in 2023 (please report here even if you submitted a report of your activity on an Operation Santa's Elves reporting form) (If not, select No and skip to question #8 in this section)?:

Yes

How many members and non-members participated in Operation Santa's Elves(enter whole number NOT range i.e. 15 NOT 10-15)?:

If so, how many gifts were collected for children during your Operation Santa's Elves event (enter a whole number only NOT a range i.e. 20 NOT 15-20)?:

Approximate $ value gifts collected during your Operation Santa's Elves event (enter a whole number only NOT a range i.e. 100 NOT 75-100):

How many children were impacted by your Operation Santa's Elves project (enter a whole number only NOT a range i.e. 25 NOT 20-25)?:

What other items or food were collected during your Operation Santa's Elves project?:

Approximate $ value of clothing or other items collected during your Operation Santa's Elves event (enter a whole number only NOT a range i.e. 350 NOT 300-350):

How many volunteer hours were spent on your Operation Santa's Elves project (total of all members' & non-members' volunteer time including organizing) (enter a whole number only NOT a range i.e. 50 NOT 45-50)?:

Other than donations, what was the total Chapter funds spent to put on your Operation Santa's Elves event (do not include Chapter donations)?:

Describe your Operation Santa's Elves event or program:

8. Other than monetary donations, did your Chapter do any other community service, fundraising for other non-profit organizations or volunteer activities in 2023 not already reported in questions 2-7 above?:

Yes

If so, how many times or projects did your Chapter volunteer or perform other community service?:

On the average, how many members & non-members helped with each of the other community service projects (enter a whole number only NOT a range i.e. 25 NOT 20-25)?:

In total, how many volunteer hours were spent on these other community service projects (total of all members' & non-members' volunteer time for all other community service events including organizing) (enter a whole number only NOT a range i.e. 125 NOT 100-125)?:

Other than donations, what was the total Chapter funds spent to put on these other community service projects (do not include Chapter donations)?:

Describe the other community service events or projects supported by your Chapter:

Phone

This field is for validation purposes and should be left unchanged.

Important places to explore

Chapter Leaders
Activity Tracking Form
Chapter Reporting
District Reporting
Annual Financial Report
Annual Report of Officers
Annual Report/ Activity Survey

financial protection

Products

Whole Life 2020

A permanent Whole Life Insurance Plan just for our members and their families and friends.

Learn More

Conservation Annuity

A flexible premium deferred annuity product.

Learn More

Young Estate Starter

A single premium increasing term to age 25 life insurance product.Learn More

Annual Report/ Activity Survey

Whole Life 2020

Conservation Annuity

Young Estate Starter

CHAPTER FINANCIAL PROFILE FOR IRS REPORTING

OFFICIAL LOCATION OF CHAPTER RECORDS (normally the Chapter Secretary address):

FRATERNAL BUSINESS & SOCIAL ACTIVITIES OR EVENTS:

COMMUNITY SERVICE ACTIVITIES OR EVENTS:

Important places to explore

Whole Life 2020

Conservation Annuity

Young Estate Starter

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