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Reunions-Report

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									                                                                                   Princeton Reunions Financial Report




                                                   PRINCETON UNIVERSITY

                                                            Class of

                                                         th Reunion


                                               REUNIONS FINANCIAL REPORT
                                                      (revised 2010)

          This form is to be used to summarize the receipts and disbursements associated with your major reunion.
          The Committee on Reunions has attempted to strike a balance between separating out items that will be
          helpful to future Treasurers, and not asking you for more detail than is necessary. Note that the report
          has been updated by the Committee on Reunions in 2010 to reflect new categories. Also note that you
          are not expected to fill in every box with a number; more boxes have been created to make it easier for
          you to categorize your items. Cells with [blue text] and yellow shading are meant to be completed;
          all other cells should be left untouched. Note that the Reunions team would appreciate if the report
          was filled out and submitted electronically with the signature page faxed in.

          Each section contains a miscellaneous line for all items in that section not specifically requested.
          Examples are cited for general guidance. Notes are appreciated.

          As the Committee on Reunions collects this data in uniform detail, statistical summaries will be made
          available as guides to future classes. Data from this report will be used in the budget template file that is
          shared with all future Reunions chairs to assist in the planning process.

          Revenue summary
           Registrations                                                                                                  --
           Housing                                                                                                        --
           Other                                                                                                          --
          Total revenues                                                                                                 $0

          Expense summary
           Housing                                                                                                        --
           Headquarters                                                                                                   --
           Publicity                                                                                                      --
           Entertainment and Activities                                                                                   --
           Beverages                                                                                                      --
           Costumes and P-Rade                                                                                            --
           Meals                                                                                                          --
          Total expenses                                                                                                 $0


          Net Surplus (or Shortage)                                                                                  -




Revised 2010 - COR                               11/16/2012 4:19 AM                                                        1
                                                                                                                                                                                                                                                   Princeton Reunions Financial Report




     Attendee type                    Option #1 - Early bird rate         Option #2 - Regular rate              Option #3 - Door rate                   Option #4 - Saturday only rate        Option #5 - Other rate (define)        Total

                                                   Fee per        Total                Fee per          Total                Fee per        Total                    Fee per       Total                   Fee per        Total                                                             Total
                                          Count     person     revenue        Count     person       revenue        Count     person     revenue            Count     person    revenue           Count     person     revenue       Attendee type                             Count     revenue
 1. Classmates (with costume)                 --         $0         $0            --        $0            $0            --        $0           $0               --        $0             $0           --         $0             $0   Total classmates w/costume                     --        $0
 2. Guests (with costume)                     --         $0         $0            --        $0            $0            --        $0           $0               --        $0             $0           --         $0             $0   Total guests w/costume                         --        $0
 3. Children (with costume)                   --         $0         $0            --        $0            $0            --        $0           $0               --        $0             $0           --         $0             $0   Total children w/costume                       --        $0
 4. Classmates (without costume)              --         $0         $0            --        $0            $0            --        $0           $0               --        $0             $0           --         $0             $0   Total classmates w/o costume                   --        $0
 5. Guests (without costume)                  --         $0         $0            --        $0            $0            --        $0           $0               --        $0             $0           --         $0             $0   Total guests w/o costume                       --        $0
 6. Children (without costume)                --         $0         $0            --        $0            $0            --        $0           $0               --        $0             $0           --         $0             $0   Total children w/o costume                     --        $0
 7. Other                                     --         $0         $0            --        $0            $0            --        $0           $0               --        $0             $0           --         $0             $0   Total Other                                    --        $0
 8. Gross attendees                          3            --        $0                       --           $0                       --          $0                          --            $0                       --            $0   Total gross attendees                          --        $0
                                              --                                  --                                    --                                      --                                    --
 9. "No-shows"                                --          --         --           --         --            --           --         --              --           --         --            --           --          --            --    Total "no-shows"                              --
    a. Classmates                             --          --         --           --         --            --           --         --              --           --         --            --           --          --            --   a. Classmates                                  --
    b. Guests                                 --          --         --           --         --            --           --         --              --           --         --            --           --          --            --   b. Guests                                      --
    c. Children                               --          --         --           --         --            --           --         --              --           --         --            --           --          --            --   c. Children                                    --
10. Net attendees                             --          --         --           --         --            --           --         --              --           --         --            --           --          --            --   Total net attendees                            --         --


     Housing                                                              Housing Notes:                                                                                                 Attendee Notes:

                                                   Fee per        Total
    Housing location                      Count     person     revenue
11. Princeton Campus Housing                  --         $0         $0
12. [Other Location 1]                        --         $0         $0
13. [Other Location 2]                        --         $0         $0
14. [Other Location 3]                        --         $0         $0
15. Subtotal - Bed Revenues                   --          --        $0


     Other Revenues                                                       Other Revenues Notes:

                                                                  Total
                                                               revenue
16. Lost Key Deposits                                               $0
17. Lost Linen Deposits                                             $0
18. Costumes (not included earlier)                                 $0
19. Classmate Donations                                             $0
20. Interest, Misc. Receipts                                        $0
21. Other Revenue [please define]                                   $0
22. Subtotal - Other Revenues                                       $0




            Revised 2010 - COR                                                                                                11/16/2012 4:19 AM                                                                                                                                    1
                                                                                                                       Princeton Reunions Financial Report




    Meals

                                       Cost per meal                            Meal count                                      Total meal cost
    Event                                Adult         Child           Adult          Child         Total              Adult            Child                Total
29. Thursday Dinner                        $0            $0                --             --          -                 $0                $0                  $0
30. Friday Breakfast                       $0            $0                --             --          -                 $0                $0                  $0
31. Friday Lunch                           $0            $0                --             --          -                 $0                $0                  $0
32. Friday Dinner                          $0            $0                --             --          -                 $0                $0                  $0
33. Saturday Breakfast                     $0            $0                --             --          -                 $0                $0                  $0
34. Saturday Lunch                         $0            $0                --             --          -                 $0                $0                  $0
35. Saturday Dinner                        $0            $0                --             --          -                 $0                $0                  $0
36. Sunday Brunch                          $0            $0                --             --          -                 $0                $0                  $0
37. Satellite Meal(s)                      $0            $0                --             --          -                 $0                $0                  $0
38. Crew Meals                                                                                                                                                 $0
39. Band Meals                                                                                                                                                 $0
40. Miscellaneous Meals*                                                                                                                                       $0
41. TOTAL MEALS                              --           --               --             --              --               --               --                  --

    * Miscellaneous could include: meal ticket printing, off-hour food concession, rental of off-site location, etc.

  Meals Notes:




      Revised 2010 - COR                                             11/16/2012 4:19 AM                                                                 1
                                                                     Princeton Reunions Financial Report




    Housing
                                                                  Count       Unit cost        Total expense
42. Princeton Campus Housing                                         --              $0                    --
43. [Other Location 1]                                               --              $0                    --
44. [Other Location 2]                                               --              $0                    --
45. [Other Location 3]                                               --              $0                    --
46. Lost Linen Charges                                                                                     $0
47. Lost Key Charges                                                                                       $0
48. Subtotal - Housing                                               --                --                  --


    Publicity, Yearbook and Web

                                                                                               Total expense
49. Stationery                                                                                             $0
50. Telephone                                                                                              $0
51. Mailings / Registration Packets                                                                        $0
52. Meal Tickets / Other Printing                                                                          $0
53. Advertisements                                                                                         $0
54. Yearbook                                                                                               $0
55. Website Fees                                                                                           $0
56. Credit Card Transaction Fees/Banking Services                                                          $0
57. Photography                                                                                            $0
58. Promotions                                                                                             $0
59. Refunds (if applicable)                                                                                $0
60. Miscellaneous Publicity, Yearbook and Web (please define)                                              $0
61. Subtotal - Publicity, Yearbook and Web                                                                 --




    Revised 2010 - COR                       11/16/2012 4:19 AM                                       1
                                                                           Princeton Reunions Financial Report




     Costumes and P-rade

                                                                        Count       Unit cost        Total expense
62. Costume Fabric                                                         --              $0                    --
63. Costumes                                                               --              $0                    --
64. Costumes Option 2 (please define)                                      --              $0                    --
65. Costumes Option 3 (please define)                                      --              $0                    --
66. Buttons                                                                --              $0                    --
67. Floats                                                                                                       $0
68. Marching Bands                                                                                               $0
69. Signs and Banners                                                                                            $0
70. Miscellaneous Costumes and P-rade (please define)                                                            $0
71. Subtotal - Costumes and P-rade                                         --                --                  --


     Headquarters

                                                                                                     Total expense
72. Rentals (tents, bars, chairs, toilets, etc.)                                                                 $0
73. Communications (PA System, Walkie Talkies, etc.)                                                             $0
74. Student Crew - Salaries & Bonuses                                                                            $0
75. Student Crew - Housing                                                                                       $0
76. Student Crew - Meals & Other                                                                                 $0
77. Staff Costumes                                                                                               $0
78. Additional Shuttle Bus                                                                                       $0
79. Golf Cart Rentals                                                                                            $0
80. Headquarters Decorations                                                                                     $0
81. Contribution to Master's Fund                                                                                $0
82. Miscellaneous Headquarters (please define)                                                                   $0
83. Subtotal - Headquarters                                                                                      --




     Revised 2010 - COR                            11/16/2012 4:19 AM                                       2
                                                                                 Princeton Reunions Financial Report




      Entertainment and Activities

                                                                  Band/group name                          Total expense
 84. Thursday Night Music                                                                                              $0
 85. Friday Night Music                                                                                                $0
 86. Friday Night Music #2                                                                                             $0
 87. Saturday Night Music                                                                                              $0
 88. Saturday Night Music #2                                                                                           $0
 89. Sound System                                                                                                      $0
 90. Student Singing Group #1                                                                                          $0
 91. Student Singing Group #2                                                                                          $0
 92. Student Singing Group #3                                                                                          $0
 93. Children's Activities                                                                                             $0
 94. Memorial Service                                                                                                  $0
 95. Other Class Activities (Community Service Project, Singles Mingle, etc.)                                          $0
 96. Event Insurance                                                                                                   $0
 97. Miscellaneous Entertainment and Activities (please define)                                                        $0
 98. Subtotal - Entertainment and Activities                                                                           --


      Beverages

                                                                  Count                   Unit cost        Total expense
 99. Liquor                                                                      --              $0                    --
100. Beer                                                                        --              $0                    --
101. Wine                                                                        --              $0                    --
102. Soda and Mixers                                                             --              $0                    --
103. Other beverages (Juice / Coffee)                                            --              $0                    --
104. Ice                                                                         --              $0                    --
105. Bar Food (Peanuts, Chips, etc.)                                                                                   $0
106. Cups                                                                                                              $0
107. Liquor License                                                                                                    $0
108. Glassware Rental                                                                                                  $0
109. Miscellaneous Beverages (please define)                                                                           $0
110. Subtotal - Beverages                                                       --                --                   --

 Beverage Notes (please include some information related to the count of kegs, wine cases, etc.):




     Revised 2010 - COR                         11/16/2012 4:19 AM                                                3
                                                                          Princeton Reunions Financial Report




     Assets - instructions


    List each account or asset held at the end of the fiscal year as fully as possible. Indicate where it is
    located (bank, investment fund, etc.) or describe the asset if it is a security (10 shares IBM, etc.)
    Indicate the account type (savings, NOW, checking, etc.) and the rate of interest if income producing.
    The balance for equity securities should be the purchase price if purchased, or the donated value if
    received as a gift.

111. Reunion Assets at Beginning of Fiscal Year (July 1, -1)

    Name of bank or investment fund                                     Account type1                    Amount 2
  1 [Text]                                                              [Text]                                  $0
  2 [Text]                                                              [Text]                                  $0
  3 [Text]                                                              [Text]                                  $0
  4 [Text]                                                              [Text]                                  $0
  5 [Text]                                                              [Text]                                  $0
  6 [Text]                                                              [Text]                                  $0
    Total                                                                                                       --
    1
        Specify: No Interest, Interest Bearing or Dividend Producing
    2
     For investments where market values vary daily (e.g., stocks, bonds, etc.), please
    specify original cost (i.e., what you paid for the investment)


112. Reunion Assets at End of Fiscal Year (June 30, )

    Name of bank or investment fund                                     Account type1                    Amount 2
  1 [Text]                                                              [Text]                                  $0
  2 [Text]                                                              [Text]                                  $0
  3 [Text]                                                              [Text]                                  $0
  4 [Text]                                                              [Text]                                  $0
  5 [Text]                                                              [Text]                                  $0
  6 [Text]                                                              [Text]                                  $0
    Total                                                                                                       --
    1
        Specify: No Interest, Interest Bearing or Dividend Producing
    2
     For investments where market values vary daily (e.g., stocks, bonds, etc.), please
    specify original cost (i.e., what you paid for the investment)




    Revised 2010 - COR                         11/16/2012 4:19 AM                                          1
                                                                                           Princeton Reunions Financial Report




       Accounts Receivable - Instructions


This is the amount due from others (e.g., classmates) at the end of the fiscal year--that would have been collected after
6/30. These amounts would have been included in the Receipts section of this report.


 113. Accounts Receivable (Amounts due from others as of June 30, )

      Description
    1 [Text]                                                                                                                     $0
    2 [Text]                                                                                                                     $0
    3 [Text]                                                                                                                     $0
    4 [Text]                                                                                                                     $0
    5 [Text]                                                                                                                     $0
    6 [Text]                                                                                                                     $0
    7 [Text]                                                                                                                     $0
    8 [Text]                                                                                                                     $0
    9 [Text]                                                                                                                     $0
   10 [Text]                                                                                                                     $0
      TOTAL                                                                                                                       --

       Accounts Payable - Instructions


This is the amount due to others, including the University, as of the end of the fiscal year. It is extremely unlikely that a final
billing would have been received from the University by 6/30. Therefore, one of your payables should be the amount due to
Princeton University.


 114. Accounts Payable (Amounts due to others, including the University, as of June 30, )

      Description
    1 [Text]                                                                                                                     $0
    2 [Text]                                                                                                                     $0
    3 [Text]                                                                                                                     $0
    4 [Text]                                                                                                                     $0
    5 [Text]                                                                                                                     $0
    6 [Text]                                                                                                                     $0
    7 [Text]                                                                                                                     $0
    8 [Text]                                                                                                                     $0
    9 [Text]                                                                                                                     $0
   10 [Text]                                                                                                                     $0
      TOTAL                                                                                                                       --




       Revised 2010 - COR                                11/16/2012 4:19 AM                                                 1
                                                                                                             Princeton Reunions Financial Report




      Miscellaneous Questions - Instructions


                     Supplemental questions required by IRS Form 990 for the fiscal year July 1, 2009 - June 30, 2010
                                      **Please attach an explanation if answered YES**

      Questions - please mark box with an "x"

                                                                                                                          Yes      No



     115. Did the Organization have any vendors or persons that were paid more than $100,000 for services                 o        o
     during the current fiscal year, including the University?

     If yes, please attach a statement identifying the name, address, type of service received and the amount
     paid.
     116. Has the Organization engaged in any activities not included in the governing documents for the
     Organization? (Anything unusual?)
                                                                                                                          o        o

     117. During the year, did the Organization attempt to influence national, state or local legislation or elections    o        o
     including any attempt to influence public opinion on a legislative matter or referendum?

     If yes, please provide the following details.
        a. Describe the activities conducted:
        b. Expenditures related to a political campaign (candidates election):
        c. Volunteers hours related to a political campaign (candidates election):
        d. Expenditures to influence public opinion (grass roots lobbying):
        e. Expenditures to influence legislators (direct lobbying):
     118. Did any of the Organization’s officers or trustees receive compensation or benefits (taxable or non-            o        o
     taxable) from Princeton University during the 2010 fiscal year?

     If yes, please attach a statement that identifies the individual(s).

     119. Did the Organization receive any contribution for $5,000 or more during the year?                               o        o
     If yes, please attach a statement identifying the name and address of the contributor, the total amount
     received, and the date of the contribution.

     120. Did your Organization sponsor an event that had as its intended purpose both an educational program             o        o
     and a fundraising solicitation?

     If yes, please estimate the costs directly attributable to the program portion $ __________ and the
     fundraising portion $__________.
     If the total revenue generated from events exceeded $15,000, please provide the following detail for each
     event for which revenue exceeded $5,000:

        a. Gross Receipts:                                                                                                            $0

        b. Charitable contributions received:                                                                                         $0

        c. Cash prizes awarded:                                                                                                       $0

        d. Non-cash prizes awarded:                                                                                                   $0

        e. Rent/Facility cost:                                                                                                        $0

        f. Other direct expenses:                                                                                                     $0




Revised 2010 - COR                                            11/16/2012 4:19 AM                                                              1
                                          Princeton Reunions Financial Report




Revised 2010 - COR   11/16/2012 4:19 AM                                    2
                                                                                                                                           Princeton Reunions Financial Report




                     Miscellaneous Questions


                                   Supplemental questions required by IRS Form 990 for the fiscal year July 1, 2009 - June 30, 2010
                                                      **Please attach an explanation if answered YES**

                     Questions - please mark box with an "x"

                                                                                                                                     Yes        No
                     121. To the best of your knowledge, are any of the Organization’s officers or trustees related to each
                     other, or to a third part who was paid by the Organization during the 2010 fiscal year?
                                                                                                                                     o         o
                     Note: For purposes of this question and question 122 below, "Related" means a family or business
                     relationship.

                     “family relationships” include spouses, parents and grandparents, children, grandchildren, great-
                     grandchildren, siblings, and the spouses of children, grandchildren, great-grandchildren, and siblings;

                     “business relationships” include any of the following:
                     1) one individual is employed by the other or by an organization in which the other is a trustee, director,
                     officer, key employee or greater-than-35% owner, or
                     2) two or more individual are each a trustee, director, officer or greater-than-10% owner of the same
                     business, or
                     3) two or more individual engaged in non-routine business dealings (not using customary terms or
                     outside of either participant’s normal business practice) exceeding $10,000 in value during the year.

                     Note: please exclude privileged business relationships (attorney/client, physician/patient or religious)
                     from disclosure.

                     If “Yes,” please attach a statement that identifies the individual(s) or business(es) and indicates
                     whether it is a family or business relationship.

                     122. To the best of your knowledge, during the year, did the Organization, either directly or indirectly,
                     engage in any of the following acts with any of its current or former trustees, officers, or members of
                     their families:
                     a. Sell, exchange or leasing of property?
                                                                                                                                     o         o
                     b. Lending of money or other extension of credit?
                                                                                                                                     o         o
                     c. Furnishing of goods, services or facilities?
                                                                                                                                     o         o
                     d. Payment of compensation (or payment or reimbursement of expenses if more than $1,000)?
                                                                                                                                     o         o
                     e. Transfer of any part of its income or assets?
                                                                                                                                     o         o
                       f. First class, charter or travel for companions?
                                                                                                                                     o         o
                      g. Tax indemnification and gross-up payments?
                                                                                                                                     o         o
                      h. Discretionary spending account?
                                                                                                                                     o         o
                       i. Housing allowance or residents for personal use?
                                                                                                                                     o         o
                       j. Payments for business use of personal residence?
                                                                                                                                     o         o
                      k. Health or social club dues?
                                                                                                                                     o         o
                       l. Personal services (e.g. maid, chauffeur, chef?)
                                                                                                                                     o         o
                     Under penalty of perjury, I hereby state that the foregoing information is correct and complete to the
                     best of my knowledge and belief, and that the Trustees of Princeton University are authorized to
                     include the information in the Group Return.

                     Reunion Treasurer's Name
                     Please Print or Type

                     Signature                                                                                                     Date:

                     Return completed Financial Report by August 15th to:
                                                                    Daniel Richlin
                                                                  Tax Department
                                                                Princeton University
                                                           701 Carnegie Center, Suite 438
                                                                Princeton, NJ 08540

                     If emailing, please email the spreadsheet to Etal Konick at ekonick@princeton.edu and fax the last
                     page with signatures to (609) 258-3448.




Revised 2010 - COR                                                           11/16/2012 4:19 AM                                                                             1

								
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