National Fraternity of the SFO:
Forms and Documents for Leadership

Download Adobe Acrobat Reader

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 Annual Report to National Executive Council

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

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

Confidential Emergency Medical Form Excel (Medical form.xls) Acrobat (medical_form.pdf)
Statement of the Conference of National Spiritual Assistants regarding Prisoners and the Secular Franciscan Order Word (Prisoners & the SFO.doc) Acrobat (prisoners_and_sfo.pdf)