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)
- Unit Blanket Fidelity Bond Information
- Expense/Income Report (Word) (PDF)
- Tax Forms
- Tax Mandates
- IRS
- IRS 990N; Annual Electronic Filing for Small Exempt Organizations <$50K
- IRS 990; Return of Organization Exempt from Income Tax >$50K
- IRS 1024; Application for Recognition of Exemption Under Section 501(a)
- Search Tool: Check your Tax Status with the IRS
- IRS Reinstatement: How to reinstate your tax Revocation
- FTB: State of California
- FN 199N; California e-Postcard
- Revoked Entity List: How to Check you Status with the FTB
- FTB Reinstatement: How to reinstate your tax Revocation
- Attorney General
- AG RRF1; Registration Renewal Fee
- AG CT-TR-1; Charitable Trust Treasurer Report
- Attorney General Delinquency
- Secretary of State
- SOS S1-100; Statement of Information (for incorportated units)
- Best Practices for Financial Transparency
- Unit Member Donation Guide