National Association of Black Accountants, Inc.
7474 Greenway Center Drive, Suite 1120
Greenbelt, Maryland 20770
Phone: (301) 474-NABA
Fax: (301) 474-3114
www.nabainc.org
STUDENT CHAPTER REPORTING AND EVALUATION PROGRAM
(SCREP)
Student Chapter: _____________________________________
Reporting Period (I, II, III):
Please send your entire SCREP Package as one document and one email to the
address associated with where your chapter is located:
NABA Region
Email Address
Central
SCREPCentralRegion@nabainc.org
Eastern
SCREPEasternRegion@nabainc.org
Southern
SCREPSouthernRegion@nabainc.org
Western
SCREPWesternRegion@nabainc.org
Revised October 2013
National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Table of Contents
 SCREP Overview
Page 3
 Minimum Operating Requirements
Page 4
 Chapter Reporting Summary
Page 5
 Chapter Profile
Page 6
 Operating Plan Template
Page 8
 Scorecard and Interrogatories
Page 9
 Statement of Financial Position
and Statement of Activities Template
Pages 11
 Tips of SCREP
Page 13
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Overview
All Student Chapters in the National Association of Black Accountants, Inc. (NABA) are required to
report each reporting period on their activities in meeting the goals and objectives of NABA. This report
requires reporting against those objectives as outlined in the Strategic Plan for the National Student
Member Services Committee and that we believe to be most critical which include but are not limited to
the following: chapter planning, membership recruitment and development, chapter
programs and the reporting of activities. The Minimum Operating Requirements provide further
guidance. Any questions related to SCREP should be directed to your Local Director of Student Member
Services.
THE REPORTING CALENDAR IS AS FOLLOWS:
October 31
Chapter reports are due for the first reporting period (April 1 to September
30)
January 31
Chapter reports are due for the second reporting period (October 1 to
December 31)
April 15
Chapter reports are due for the third reporting period (January 1 to March
31)
What are the penalties for not reporting?
If your chapter fails to submit their SCREP two (2) times consecutively, your chapter will be considered
for suspension. Chapters that are suspended for failing to provide chapter reporting may also be subject
to losing their charter for continued failure to participate in the student chapter reporting process. All
chapters are required to report each reporting period.
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Minimum Operating Requirements
Chapter Report
This package should be completed and submitted each reporting period according to the
timeline listed on the previous page. The package must be reviewed and approved by either a
faculty advisor or local director or student member services.
Chapter Profile
The chapter profile provides basic information about the chapter’s administration, which allows
NABA to communicate with the chapter’s leadership. The chapter profile submitted in the first
reporting period should provide the contact information for the chapter's current
administration. The chapter profile submitted in the third reporting period should provide the
contact information for the chapter's newly elected officers. SCREP reports submitted without
the requested student chapter contact information are incomplete and non-compliant.
Operating Plan
The operating plan outlines the chapter’s programs for the current year and the resources
required for executing these programs. The operating plan should be completed as soon as
possible, but no later than September 30. This should be filled out for the entire school year and
include activities and the resources required.
 Calendar of Events – Describe each activity that the chapter will undertake, the timing
of the event, and location.
 Operating Budget – A functional budget should be prepared for each activity including
administration.
Chapter Scorecard
The scorecard should provide an explanation and analysis of activities that occurred during the
reporting period. The explanation should include details of the events and activities and the
analysis should discuss successes and opportunities for improvement in the specified area.
Interrogatories
Please respond to the interrogatory questions listed regarding information on bank accounts
held outside of your school based accounts, balances, signers and funding sources.
Financial Statements
Both the Statement of Financial Position and the Statement of Activities must be completed in
their entirety and submitted each period. Use the templates provided as examples. However,
Microsoft Excel should be utilized to create the actual statements and embedded into the
directly into the report. Each financial statement must balance/tie and the Statement of
Activities must balance/tie to the Statement of Financial Position.
IRS Form 990-N or 990-EZ must be prepared to report results of activities in accordance with
NABA’s tax-exempt status and a copy of the a return must be provided in the first reporting
period for the previous fiscal year.
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Chapter Report – Reporting Period Summary
Student Chapter:
Reporting Period (I, II, III):
Planning and Reporting




Checklist
(Y/N/NA)
Chapter Profile
Operating Plan
Financial Reports
Membership Recruitment and Development

Membership Recruitment Drives



Chapter Meetings
Executive Council Meetings/Committee Meetings
Other Membership Development Programs


Survey of Potential Membership
National and Regional Scholarships
Chapter Programs

Regional Student Conference/National Convention Participation


VITA Participation
Other Events/Activities
President or SCREP Chairperson Signature
Date
Faculty Advisor or SMS Local Director Signature
Date
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Chapter Profile
Student Chapter Name: __________________________________
*Federal Employer Identification Number (FEIN): ____________ *(if known)
Chapter Profile
Chapter Mailing Address
Address:
City:
State:
Zip:
Address:
Website Address:
Facebook:
Linked In:
Twitter:
NOTE - for the third reporting period, the information should be submitted for the newly elected
officers for the next fiscal year not the current officers.
Chapter President’s Information
Name:
Address:
City:
State:
Primary Phone:
Other Phone (specify):
Email:
Zip:
Classification:
Chapter Vice President’s Information:
Name:
Address:
City:
State:
Primary Phone:
Other Phone (specify):
Email:
Zip:
Classification:
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Student Chapter SCREP Chairperson:
Name:
Address:
City:
State:
Zip:
Primary Phone:
Other Phone (specify):
Email:
Classification:
Chapter Secretary:
Name:
Address:
City:
State:
Zip:
Primary Phone:
Other Phone (specify):
Email:
Classification:
Chapter Treasurer:
Name:
Address:
City:
State:
Zip:
Primary Phone:
Other Phone (specify):
Email:
Classification:
Faculty Advisor’s Information
Name:
Address:
City:
State:
Zip:
Primary Phone:
Other Phone (specify):
Email:
Frequency of meetings:
Fax:
□ Weekly
□ Bi-weekly
□ Monthly
□ Other
Meeting Location & Time:
NABA Professional Chapter to which you report:
NABA Professional Chapter President:
NABA Professional Chapter Local Director of SMS:
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Student Chapter Operating Plan
Entire Year Calendar of Events and Operating Budget (copy and paste)
Date and
Time
Description
Location
EX.
08/15/13
6:30 p.m.
College of Business Freshman
Orientation
AWC Campus
Room 212
Corporate
Partner and/or
Presenter
Deloitte
Budget
Requirement
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Scorecard
(provide explanation and analysis of activities completed this reporting period)
Administrative Analysis (Chapter Profile, Operating Plan (minus budget), etc.):
EX. We have new officers this year with extensive NABA experience with regional conference and
national convention attendance.
Membership Analysis (Membership numbers versus goals, events, programs, etc):
EX. One of the goals for this year is to promote membership renewals amongst our members. We
have many active members who are not in current financial standing with the organization. We will
utilize a variety of outreach and incentive techniques. Our outreach methods with the student
chapter have paid off and we hope to replicate this success on the professional side.
Financial Analysis (Financial Statements and Budget):
EX. No fundraisers were held this period. The statement of financial position is attached.
Outreach Analysis (Financial Education and VITA)
EX. We successfully held a Financial Education workshop titled “Understanding Credit and Debt”
held at the local society of CPA’s conference center. 25 people attended, 15 were non NABA
members.
Issues/Concerns:
EX. We have not been able to obtain funds for chapter operations. We do not know who our local
director of student member services is. We want to attend a conference but need financial support.
Note: This is a template and your chapter should list and analyze all efforts for the period.
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Interrogatories
Does your chapter have any bank accounts outside of your school account(s)?
____Yes
____No
If yes, list the Financial Institutions (bank/credit union), balance as of 9/30/13 and
authorized signers:
Bank
Balance
Signers
List sources of bank balances: (including on campus fundraising, corporate donations)
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS, INC.
CHAPTER NAME
Statement of Financial Position
For Period Ending Month > Date > Year
Unrestricted
General
Fund
Assets
Current assets:
Cash
Cash - ACAP
Investments
Accounts receivable, net of allowances
Pledges receivable, net of allowances
Prepaid expenses
Due (to) from other Funds
Total current assets
$
Property and equipment:
Furniture and equipment
Less accumulated depreciation
and amortization
Net property and equipment
Total assets
$
Temporarily Restricted
Scholarship
Fund
Capital
Fund
Harlow
Endowment
Fund
Total
All Funds
100,000
75,000
50,000
1,500
500
15,000
242,000
-
-
-
135,000
135,000
-
14,000
14,000
-
-
-
14,000
14,000
(12,500)
1,500
-
-
-
(12,500)
1,500
243,500
135,000
-
55,000
433,500
24,000
1,200
15,750
50,000
90,950
-
-
-
24,000
1,200
15,750
50,000
90,950
152,550
-
135,000
-
55,000
152,550
190,000
25,000
45,000
(15,000)
55,000
100,000
75,000
210,000
1,500
45,000
500
432,000
Liabilities and Net Assets
Accounts payable and accrued expenses
Deferred revenue
Scholarships Payable
Accounts payable - ACAP
Total liabilities - current
Net assets:
Unrestricted
Temporarily restricted
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS, INC.
CHAPTER NAME
Statement of Activities and Changes in Net Assets
For Period Ending Month > Date > Year
Unrestricted
General
Fund
Revenue and support:
Corporate Partnerships
Membership dues
Scholarship
Student conference
Seminars
Corporate and individual contributions
Annual givings
Advertising
Investment return
Other
$
Temporarily Restricted
Scholarship
Capital
Endowment
Fund
Fund
Fund
5,000
12,000
4,500
5,000
15,000
65,000
1,500
2,500
4,500
500
650
3,650
98,300
3,000
65,000
1,500
2,500
4,500
500
650
(250)
2,400
26,400
67,400
1,500
-
Total
All Funds
Expenses:
Administration
Website Maintenance
Food & Beverage
Office supplies and expenses
Printing and publications
Telephone and utilities
Travel and meetings
Postage & Delivery
Student conferences
Scholarships
Credit card fees
Convention Registration Purchase
CPE Seminars
Interest
Other
Total expenses
28,335
30,000
-
-
1,525
400
4,500
250
2,450
250
3,500
260
3,500
30,000
1,200
4,500
6,000
58,335
Change in net assets
(1,935)
37,400
-
4,500
39,965
154,485
152,550
97,600
135,000
-
50,500
55,000
302,585
342,550
Net assets (deficit), beginning of year
Net assets, end of period
1,525
400
4,500
250
2,450
250
3,500
260
3,500
30,000
1,200
4,500
6,000
-
$
Note: This is an example. Embed your financial statements and budget in Microsoft Excel
within this document. Attach a copy of the IRS 990-N or 990- EZ filed.
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National Association of Black Accountants, Inc.
Student Chapter Reporting and Evaluation Program
Tips for SCREP
1. Start Early. Do not wait until the week of the period deadline to begin preparing your package for
submission. Compile sign in sheets, flyers, agendas, meeting minutes, (documentation) as the
events occur.
2. Your chapter should submit the two financial statements with EACH SCREP report. For the first
reporting period, the financial statements should reflect the final balance as of the end of the first
reporting period, which is September 30th. Be sure to use the template. The financial statements
must be updated, and completed each period.
3. Review each section. Confirm that each event properly fits into each category
4. If you have questions, reach out to your Local Director of Student Member Services and the Local
Director of Student Member Services is responsible for corresponding with the Regional SCREP
Chair to answer any questions of concern. Don’t wait until the last minute to ask questions.
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