Auditing/Finance

Program Resources

• Department Code – Audit/Finance
• Audit Forms
  • District Audit Form (Word) (PDF)
  • Unit Audit Form (Word) (PDF)
• Authorized Travel Expense Sheet (Word) (PDF)
• Best Practices for Financial Transparency
• Committee Financial Transmittal (Word) (PDF)
• Donation/Payment Transmittal Form (Word) (PDF)
• District Fidelity Bond (Word) (PDF)
• Unit Fidelity Bond (Word) (PDF)
• Expense/Income Report (Word) (PDF)
• Annual Tax Requirements (PDF)
• Tax Forms
  • IRS
    • 990n– annual gross receipts are normally $50,000 or less 
    • 990ez– gross receipts of less than $200,000 and total assets of less than
      $500,000 at the end of their tax year
    • Form 1128– Application To Adopt, Change, or Retain a Tax Year 
    • Form 1024– apply for recognition of exemption under section 501(a) for being described in section 501(c)
      • Instructions for Form 1024
    • Search for Tax Exempt Status
    • Form 8822-B Change of Address or Responsibility Party
  • FTB
    • 199n– Gross receipts normally equal to or less than $50,000
    • 199– Gross receipts greater than $50,000
    • Form 3500– Exemption Application
    • Check Tax Status
    • Form FTB3516 - Request a Copy of Past Filings
  • Attorney General
    • CT1– Initial Registration Form 
    • RRF1– Annual Registration Renewal Fee Report
    • Raffle Reporting Presentation
    • CTTR1– Annual Treasurer’s Report
    • CTNRP1– Annual Raffle Registration
    • CTNRP2– Annual Raffle Report
    • Registry Verification Search
  • Secretary of State
    • SI-100– Statement of Information
    • Check Information