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Quarterly Financial Reporting

This comprehensive guide covers completing AFSA Form 700-5, submission timelines, accessing resources on the member site, and utilizing the AFSA "Checklist" for chapters. It provides step-by-step instructions for chapter activities, Americanism projects, fundraising, financial reporting, and more. Detailed contact information for HQ support is included.

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Quarterly Financial Reporting

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  1. Quarterly Financial Reporting

  2. Overview • Manuals and Guides • Completing AFSA Form 700-5 • Submission Process/Timeline • Accessing Resources on the Member Site • AFSA “Checklist” for Chapters • HQ Contacts • Summary

  3. Manuals/Guides • AFSAM 100-1 • AFSAM 100-2 • AFSAM 100-4 • AFSA “Checklist” for Chapters (Presidents) • AFSA Form 700-5 (July 2013)

  4. AFSA Form 700-5 • President/Treasurer Info

  5. AFSA Form 700-5 • Section 1: Chapter Activities/Visits • After you click “Add Comments”

  6. AFSA Form 700-5 • Section 2: Americanism Activities/Projects

  7. AFSA Form 700-5 • Section 3: Membership Activities Note: Add comment functions work same as Chapter Activities/Visits

  8. AFSA Form 700-5 • Section 4: Legislative Activities Note: Add comment functions work same as Chapter Activities/Visits

  9. AFSA Form 700-5 • Section 5: Fundraising Activities

  10. AFSA Form 700-5 • Section 6: Additional Remarks/Comments Note: Add comment functions work same as Chapter Activities/Visits

  11. AFSA Form 700-5 • Section 7: Income – List Gross

  12. AFSA Form 700-5 • Section 8: Expenses

  13. AFSA Form 700-5 • Section 9: Fund Balance • Fund and bank balance MUST be “0”

  14. AFSA Form 700-5 • Section 10: Accounts, Cash and Certification

  15. Submission Process • Chapters submit AAF Reports to the Division • Division submit: • Chapter AAF Reports to mfsvc@hqafsa.org • Division AAF Reports to the IP • International President submits Division AAF reports to mfsvc@hqafsa.org

  16. Accessing Resources • Go to AFSA Homepage: www.hqafsa.org • Log on to AFSA Member Site—see below:

  17. Accessing Resources • Once signed in, click on the “Resources” tab

  18. Accessing Resources • Click the “Manuals” link to find a list of resources available for leading the organization

  19. Accessing Resources • Necessary AFSA documents

  20. The “Checklist” (Chapters)

  21. HQ Contacts • Member and Field Service: • 301-899-3500, X288 • mfsvc@hqafsa.org • Accounting and Finance: • 301-899-3500, X248 • finance2@hqafsa.org • Site Issue: • 301-899-3500, X243 • fkillebrew@hqafsa.org • http://www.hqafsa.org/technical-issues.html

  22. Summary • Manuals and Guides • Completing AFSA Form 700-5 • Submission Process/Timeline • Accessing Resources on the Member Site • AFSA “Checklist” for Chapters

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