Annual Financial Report Form For Charities - South Carolina Secretary Of State - 2017 Page 5
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5Instructions for
Part III— Program Service Expenses
Lines 11 and 12.
•
Program expenses: Include total costs of services or activities performed by the organization that fulfill its
charitable purposes.
•
Include any donations, grants, or scholarships given to fulfill the organization’s charitable purpose.
•
Do not include fundraising expenses in this section.
•
Do not include management and operating expenses that are not directly related to carrying out the
charitable purpose of the organization in this section.
Line 13. Total program expenses: Add lines 11-12.
Instructions for
Part IV— Management, General and Fundraising Expenses
Line 14. Program expenses: Enter the total amount of program expenses from part III, line 13.
Line 15. Event fundraising expenses: Enter the total expenses for all special events and contracts conducted by the
organization or on its behalf which are listed in part I. This number should match the number from
page 1, part I, box 12E.
Line 16. Fundraising expenses: Enter costs incurred in soliciting contributions, gifts, and grants. These expenses
include, but are not limited to, cost of printing and mailing solicitation materials as well as the cost of
purchasing merchandise to solicit contributions. This number should not include any of the amounts
listed on line 15.
Line 17. Payments to related organizations: Enter any payments, including dues, made to related state or national
organizations.
Line 18. Salaries and other compensation: Enter amounts paid for salaries or other compensation to officers and
employees. If a portion of these expenses relate to program services or fundraising, a reasonable
allocation should be made among those functions.
Line 19. Management and general expenses: Enter amounts spent on the overall management of the organization.
These expenses include, but are not limited to, costs of rent, utilities, bank fees, meetings, insurance and
office administration and management. If a portion of these expenses relate to program services or
fundraising, a reasonable allocation should be made among those functions.
Line 20. Professional fees and other payments to independent contractors: Enter the amounts spent on legal and
accounting services that are not related to program or fundraising expenses.
Line 21. Other expenses: Enter any expenses not listed above.
Line 22. Total expenses: Add lines 14 through 21.
Line 23. Excess or (deficit) for the year: Enter the difference between line 22 and line 10. If line 22 is greater than
line 10, enter the difference in parentheses.
Line 24. Fund balances/net worth at the beginning of the fiscal year: Enter the prior year’s fund balance or net
worth. This number should match the amount you reported on the prior year’s return.
Line 25. Changes in fund balances/net worth: Please attach an explanation of changes in net assets or fund
balances between the beginning and end of the year that are not included in the amount listed on line 22.
Amounts here include, but are not limited to, adjustments of earlier years’ activities (such as losses on
uncollected pledges, refunds of contributions and program service revenue and reversal of grant expenses,
as well as unrealized gains and losses on investments.
Line 26. Fund balances/net worth at the end of the fiscal year: Add lines 23 through 25.
Instructions for
Part V— Balance Sheet
Line 27.
Total assets: This amount should include the fund balance/net worth listed on line 26 along with the value
of any other cash or savings, and the book value of investments, land, building and other assets.
Line 28. Total liabilities: This amount includes items such as accounts payable, grants payable, mortgages or other
loans payable.
Line 29. Net assets or fund balances at end of year: Subtract line 28 from line
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Page
Annual Financial Report, revised January 2017
27.
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