Financial Guidelines for CES Volunteer Groups
Extension Agent Advisors must keep Tax Exempt/Volunteer Entities Management information updated annually in KERS – https://kers.ca.uky.edu/core/reporting. Go to “My Activity”, then “Tax Exempt/Volunteer Entities” for the list from your county.
Cooperative Extension Organizations and Tax-Exempt Status Overview (7A)
Audits
- Maintaining Auditable Records (7C)
- Audit Committee Guidelines (7H)
- Audit Worksheets for Volunteer Groups-year ending 6/30-fillable
- Audit Worksheets for Volunteer Groups-year ending 12/31-fillable
- Audit Committee Report and Checklist
Forms
- Annual Budget
- Annual Financial Report
- Annual Inventory Report
- Cash Transmittal Form
- Reimbursement/Payment Request Form
- Donor Acknowledgement (7G)
- Memorandum of Understanding for 501 (3)c groups
