National Fraternity of the SFO:
Forms and Documents for Leadership

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Regional Fraternity Annual Report to National Executive Council

Word (SFO_Regional_Annual_Report.doc) and Acrobat (SFO_Regional_Annual_Report.pdf)

Forms for Regional Elections and Visitations

Forms for reporting demographic information

Note: Regions may choose to use either the forms including low/medium/high income (no dollar amounts) or the forms with dollar ranges. Use the corresponding forms at all levels within a specific region.

    Forms including low/medium/high income range:
  • Regional Minister's Census [PDF] [Word]
  • Census Takers Form (summarizing a fraternity or other group) [PDF] [Word]
  • Individual SFO Census Form [PDF] [Word]
    Forms including dollar ranges for income:
  • Regional Minister's Census [PDF] [Word]
  • Census Takers Form (summarizing a fraternity or other group) [PDF] [Word]
  • Individual SFO Census Form [PDF] [Word]

Regional Fraternity Treasurer's Forms

Accounting System & Forms for Regional Treasurers Word (FORMS.doc) Acrobat (FORMS.pdf)
Checking Account Ledger Excel (ch-ledger.xls) Acrobat (ch-ledger.pdf)
Chart of Accounts Excel (chart-ac.xls) Acrobat (chart-ac.pdf)
Account Ledger Excel (ac-ledger.xls) Acrobat (ac-ledger.pdf)
Regional Treasurer's Report (quarterly) Excel (TREAS-4.xls) Acrobat (TREAS-4.pdf)
Regional Treasurer's Report (annual) Excel (TREAS-3.xls) Acrobat (TREAS-3.pdf)
Fraternity Ledger Excel (fr-ledger.xls) Acrobat (fr-ledger.pdf)
Fraternity Summary Report Excel (frat-rep.xls) Acrobat (frat-rep.pdf)

National Fraternity Forms

Commission and Committee Annual Budget Request Form Excel (comm budget.xls) Acrobat (comm_budget.pdf)
Request for Reimbursement of Expenditures Excel (reimbursement request.xls) Acrobat (reimb_req.pdf)

Local Fraternity Treasurer's Forms

Treasurer's Reporting Requirements Word (TREAS RepReq.doc) Acrobat (treas_rptrqts.pdf)
Fraternity Treasurer's Annual Report Excel (NAF-TR-1.xls) Acrobat (NAF-TR-1.pdf)
Monthly Report to the Fraternity Council Excel (NAF-TR-3.xls) Acrobat (NAF-TR-3.pdf)
Fraternity Treasurer's Worksheet Excel (NAF-TR-10.xls) Acrobat (NAF-TR-10.pdf)
Details of Monthly Expenditures Excel (EXP-1.xls) Acrobat (EXP-1.pdf)
Confidential Record of Donations Received Excel (DON-1.xls) Acrobat (DON-1.pdf)
Record of Donations Received - Fraternity Summary by Meeting Date Excel (DON-2.xls) Acrobat (DON-2.pdf)
Record of Donations Received - Fraternity Summary by Member Excel (DON-3.xls) Acrobat (DON-3.pdf)
Monthly Details of Donations and Other Income Received Excel (DON-4.xls) Acrobat (DON-4.pdf)

NAFRA Treasurer's Documents of general interest

Bequests: Preserving and Extending Our Secular Franciscan Way of Life Word (Bequests.doc) Acrobat (bequests.pdf)
Per Capita Donation Guidelines Word (PerCapita Donation Guidelines.doc) Acrobat (percapita_guidelines.pdf)
Record Retention Word (Record Retention.doc) Acrobat (record_retention.pdf)
Policy on Reimbursement of Travel Related Expenses Word (Travel expenses.doc) Acrobat (Travel expenses.pdf)
Treasurer's Guidelines Word (Treasurer Guidelines.doc) Acrobat (treasurer_guidelines.pdf)
Questions Frequently Asked of the National Treasurer Word (Treasurer questions.doc) Acrobat (treasurer_questions.pdf)
Treasury Guidelines: "How Much Is Enough?" Word (Treasury Guidelines.doc) Acrobat (treasury_guidelines.pdf)
Taxing Correspondence Word (TAXING CORRESPONDENCE.doc) Acrobat (taxing_correspondence.pdf)
Obtaining an Employer ID Number Word (OBTAINING AN EMPLOYER ID NUMBER.doc) Acrobat (employer_id.pdf)
SS4 form Rev. 2001   Acrobat (form SS4 rev2001.pdf)
SS4 Instructions Rev. 2001   Acrobat (SS4 instr rev2001.pdf)

Miscellaneous items

Generic promotional brochure PDF
Confidential Emergency Medical Form Excel (Medical form.xls) Acrobat (medical_form.pdf)