Annual Reporting Booklet

1st Quarter
(January, February, March)
Submit 1st Quarter Packet by: April 15th

Annual Reporting Booklet-1st Quarter

  • ***This booklet must be completed by every Council/Lodge to maintain active status***

  • FORM 990-Supplement

  • 100 points for submitting Financial Statement with 1st Quarter packet. 100 points will be deducted if you do not submit this form filled out with your 1st Quarter packet.

  • Financial Statement for Annual Term Ending December 31,
  • Include your January & December bank statement.
  • GENERAL FUNDS

  • Balance beginning of term January 1st
  • Total Income during this term
  • Total Expenses during this term
  • Balance end of term December 31st: (Line 3 minus Line 4
  • DETAILS OF INCOME (2)

  • Balance beginning of term January 1st
  • DETAILS OF EXPENSE (4)

  • Certification of Affidavit

  • We hereby certify that, to the best of our knowledge, the preceding is an accurate account of the financial condition of this council/lodge and authorize the Luso-American Financial to submit this Financial Report to the Internal Revenue Service.
  • Date Format: MM slash DD slash YYYY
  • Quarterly Council/Lodge Report

  • 1. To maintain active status, each council/lodge must complete this form and return it to the Home Office at the end of each quarter, regardless of activity level.

    2. Return it by:

    First Quarter (Jan./Feb/Mar.) Due by April 15th

    Second Quarter (Apr./May/June) Due by July 15th

    Third Quarter (July/Aug./Sept.) Due by October 15th

    Fourth Quarter (Oct./Nov./Dec.) Due by January 15th

    3. To qualify for the 5 Star program, completed forms must be received by the applicable deadline.

  • Quarterly Report Submitted by:

  • MEETINGS

  • Report council/lodge meetings only (time spent addressing council/lodge business; exclude time spent for social activity, etc.) Social time should be included on the following page). Council/Lodge should have at least two meetings per quarter. To include your meeting minutes, please include on a separate sheet of paper and submit with packet. 20 pts. per meeting (max 80 points per quarter)

  • COUNCIL/LODGE ACTIVITIES

  • Only report events completed by your Council/Lodge (Social, Fundraisers, etc…).
    10 pts. per event (max 30 points per quarter)

  • + ADD - REMOVE
  • COUNCIL/LODGE COMMUNITY SERVICE LOG

  • (Religious, Charitable and Other Organizations)

    Only report Community Service completed by your Council/Lodge.
    20 pts. per event (max 60 points per quarter)

  • + ADD - REMOVE
  • DONATION TO OTHERS:

  • Funds donated to charity, community agencies, religious organizations, youth organizations, scholarships, etc. Include approximate value of food baskets, clothing, supplies, etc. If you wish to do a matching funds donation, please get form located the forms section. The matching funds form must be filled out and submitted to the home office along with copy of check donation.

  • + ADD - REMOVE
  • PRESIDENTS VISIT

  • Only fill out if you had your president’s visit during this quarter.
    200 points for a free visit – 100 points for a paid visit 400 points if you do a joint president’s visit with another Adult council/lodge. A Council/Lodge who doesn’t have another council or lodge within 50 miles from them will receive an additional 100 points.

  • Date Format: MM slash DD slash YYYY
  • How many in attendance