The Audit should take place as soon as possible after the close of the year books. The Auxiliary year goes from July 1 to June 30. After your audit is complete you need to send the audit form to your Unit President, District President and Department President. It is the responsibility of the Audit Committee to work with the Treasurer to establish the new Budget.
Finance Committee Members
2 year: Katherine Tellyer
1 year: Cathaleen McCoy
Program Resources
- Department Code – Finance
- Finance National Program Action Plan
- Audit Forms
- Authorized Travel Expense Sheet (Word) (PDF)
- Committee Financial Transmittal (Word) (PDF)
- Convention Travel Expenses (Word) (PDF)
- Donation/Payment Transmittal Form (Word) (PDF)
- District Fidelity Bond (Word) (PDF)
- Expense/Income Report (Word) (PDF)
- Tax Forms
- Annual Registration Renewal Fee
- CT-TR-1
- Form 990, Return of Oganization Exempt from Income Tax
- 990N, Annual Electronic Filing for Small Exempt Organizations
- 199N
- Form 1024, Application for Recognition of Exemption Under Section 501(a)
- S1-100 Statement of Information
- Best Practices for Financial Transparency