Presentation Objectives
       The Participant will be able to:
       •   Understand the timeline to complete required financial paperwork, 
           including the Annual Financial Report.
       •   Be prepared to submit annual reports to SWE at the end of the 
           Fiscal year.
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      Table of Contents
       •   Reporting Timeline
       •   Completing the SWE Annual Financial Report
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   Reporting Timeline
               Required Financial Paperwork (EVERY YEAR)
                  Professional Sections                                                                                    Collegiate Sections
                        •       Prepare and submit the                                                                           •       Prepare and submit the 
                                annual financial report to the                                                                           annual financial report to the 
                                Society.                                                                                                 Society. 
                               –       Due July 30th                                                                                    –       Due July 30th
                        •       File your section’s e-                                                                           •       Are you covered under your 
                                postcard or 990 tax forms.                                                                               university’s EIN? 
                               –       Due November 15th                                                                                –       Yes: Do not file tax forms or 
                                                                                                                                                apply for an EIN.
                                                                            r:                                                          –       No: File your section’s e-
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                                                                               Your Annual Financial Report must be 
                                                                               Your Annual Financial Report must be 
                                                                                    submitted to receive your rebates!!
                                                                                    submitted to receive your rebates!!
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       Annual Financial Report
        Each section and the MALs must submit their Financial Report online 
        by the July 30th annually.
          •  Your section’s dues rebates will not be sent unless submitted!
        Items needed to complete the Annual Financial Report:
          •  Section/MAL EIN
          •  Your financial bank information & start/end balance sheets 
          •  Copy of budget and ledger
          •  Contact information for current Treasurer and next year’s Treasurer
        The Annual Financial Report should be filed by the Treasurer at the 
        END of their term, and is a great transition activity!
        •  Recommend the outgoing treasurer prepare the report.
        •  Then review it with the second approving officer (see slide 8) and the incoming 
           treasurer.
        •  Once approved, both treasurer can submit the report together.
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