Bi-Annual Report

Each center is required to submit a Bi-Annual Report to the Mother Center that documents the center’s activities over

the last six months. The first report is due in January and covers the previous six months from July through December.

The second report is due in July and covers the period from January through June.

The Bi-Annual Report is a process that is easiest to compile on an ongoing basis (as center activities occur), rather than

waiting until the six-month period has completed and then recalling all the details from memory. To aid in this process,

we have created an online Bi-Annual Report that you can update throughout the six-month period.

To begin, login to your account at https://base.kriya.org/index.php

From the Financial Statements drop-down menu, choose Bi=Annual Report.

From the Bi-Annual Report Summary Page, choose Add New Record.

The Bi-Annual Report is made up of five sections; Group Meditation, Programs, Financials, Compassionate Service, and

Survey / Comments.

From the Group Meditation tab enter the following information for each group meditation hosted during the six-month

period:

Date of Meditation – enter the date of the group meditation. When you click in the Date of Meditation box a calendar

will appear. With the calendar, select the year, month, and day; the date will be entered in YYYY-MM-DD format

Number of Participants – enter the number of kriyavans attending the meditation.

Comments – enter any comments that sets this meditation apart from others (e.g. this was a 2nd Kriya meditation, the

monthly telephone discourse was given before or after the meditation, the meditation was associated with a particular

holiday or event, the meditation was longer than usual, this was the first mediation after an initiation program, the

location of the meditation (if the location changes), there was a sharing of a meal after meditation, etc.). These

comments help you to see which variables help to bring more people to the meditation.

To add new meditation to your group meditation log, click the “Add more” button.

At any time, you can save your work by clicking the “Save” key on the top-right portion of the screen, and then continue

to work on it at a later time using the Edit link from the Bi-Annual Report Summary Page.

From the Programs tab enter the following information for each program that your center hosted:

Type of Event – select the appropriate program type from the drop down menu: Initiation, Intensive, Retreat, or Other.

Start Date – enter the first day of the program. When you click in the Start Date box a calendar will appear. With the

calendar, select the year, month and day; the date will be entered in YYYY-MM-DD format.

End Date – enter the last day of the program. When you click in the End Date box a calendar will appear. With the

calendar, select the year, month and day; the date will be entered in YYYY-MM-DD format.

Number of Participants – enter the number of people that attended the program.

Description – enter a description of the program. You may include a title for the program, names of the teachers,

location, and any other information that would be helpful in describing the event.

Comments – enter any other comments that you wish to share about the program.

Attach Related Documents (Program Flyers, Ads, Registration Forms, etc.) – upload all documents associated with this

program. All documents must be in the .pdf format. Click the “Browse” button to search your computer’s directory for

the appropriate file. Also enter a Title for the document.

To upload additional documents, click the “Add More” button.

To document additional programs, click the “Add More Events” button.

From the Financials tab enter any center expenses and revenues collected that were not previously included on a

Program Financial Statement (PFS) for a hosted program.

For Center Expenses, enter:

Date of the expense. When you click in the Date box a calendar will appear. With the calendar, select the year,

month, and day; the date will be entered in YYYY-MM-DD format.

Type of Expense – enter a short title or description of the expense. Examples include: Rental Space for Group

Meditation, Advertising for Fundraising Event, etc.

Amount – enter the amount of the expense.

To document additional expenses incurred, click the “Add More” button.

For Center Revenue, enter:

Date – that the revenue was collected. When you click in the Date cell a calendar will appear. With the calendar,

select the year, month and day; the date will be entered in YYYY-MM-DD format.

Type of Revenue – enter a short title or description of the revenue. Examples include: Group Meditation Donations,

Book and Merchandise Sales, etc. Any charitable contributions to the Kriya Yoga Institute (including those for the

Balashram Scholarship Fund) can also be reported here.

However, money that is collected for charitable activities such as Hand-in-Hand and other organizations doing

compassionate work should only be reported on the Compassionate Service tab.

Amount – enter the amount of the revenue.

To document additional revenues received, click the “Add More” button.

Does the center have a bank account? – from the drop-down box enter Yes (if the center has a bank account), or No (if

the center does not have a bank account).

If you answered Yes, then you will be given an opportunity to upload your bank statements. You need to upload a

bank statement for each month by clicking the “Add more” button. The acceptable file formats are (.jpg or .pdf).

Include the Statement Ending Date for each statement - When you click in the Date cell a calendar will appear. With

the calendar, select the year, month and day; the date will be entered in YYYY-MM-DD format.

** Center with Bank Account = Yes

From the Compassionate Service tab describe any compassionate service / charitable activities that the center was

engaged, itemize funds / donations that were generated from those activities, and describe any future plans for

compassionate service activities by the center.

Describe any compassionate service projects engaged by the center – provide a description for the ways that the

center was involved in compassionate service; include those activities that center members volunteered (e.g. feeding

the homeless, delivery food to shelters, comforting the elderly or sick, teaching children or immigrants, caring for the

environment, etc.). Also describe any activities to raise funds for charitable causes.

Charitable Donations – summarize the donations / revenue that was raised through each activity.

Date – enter the date of the donation or event / activity that raised money for a compassionate cause. When you

click in the Date box a calendar will appear. With the calendar, select the year, month, and day; the date will be

entered in YYYY-MM-DD format.

Description of Donation – enter a short title or description of the cause that is benefitting from the money that was

raised / donated.

Amount – enter the total that was donated or collected.

To document other donations received or the results of fundraising activities, click the “Add More” button.

Describe future plans for compassionate service projects – provide a description of any compassionate service project

that the center is considering for the future.

From the Survey / Comments tab provide answers to the following questions:

Plans for future programs / retreats:

Please identify any needs of the Center:

What support is needed from the Mother Center:

Any other relevant information:

At any time, you can save your work by clicking the “Save” key in the top-right portion of the screen, and then continue

to work on it at a later time using the Edit link from the Bi-Annual Report Summary Page.