Finance: Patrols, Sections & Ski Swaps

Contact
John F. Donnelly, New Region Treasurer
6275 Scarborough Drive SE, Ada, MI 49301
jfdonnelly002@aol.com    Phone: (616) 682-1963    (616) 893-5302

1. Reporting Schedule

July 1              Fiscal year begins

June 30           Fiscal year ends

August 1         All patrol, section, and ski swap reports due to Region Treasurer

September 1   Region consolidated report due to Division Treasurer

2. 2012 Year-end Financial Report Forms (Required)

A. Read Instructions first!

B. If you are an:

Excel 2007-2010 users, right click on 2007-2010 below;

Excel 97-2003 users, right click on 97-2003 below;

Excel 5.0-95 users, contact Region Treasurer; or

if have problems or need help, contact Region Treasurer

C. Download Your Form for the Your Version of Excel

Bittersweet Ski Patrol                 97-2003     2007-2010

Caberfae Peaks Ski Patrol           97-2003     2007-2010

Cannonsburg Ski Patrol              97-2003     2007-2010

Crystal Mountain Ski Patrol         97-2003     2007-2010

Grand Rapids Ski Swap                97-2003     2007-2010

Kalamazoo Ski Swap                     97-2003     2007-2010

Pando Ski Patrol                            97-2003     2007-2010

Timber Ridge Ski Patrol                 97-2003     2007-2010

Western Michigan Nordic Patrol    97-2003     2007-2010

Western Michigan Region              97-2003     2007-2010

Western Michigan Section 1           97-2003     2007-2010

Western Michigan Section 2           97-2003     2007-2010

Western Michigan Section 3           97-2003     2007-2010

 

D. If necessary, download the Report Form for Contributions, Donations, and Gifts

Schedule of Contributions Form .

On the 2010 IRS Form 990, Schedule B, list every contributor who, during the year, gave the subunit directly or indirectly, money, securities, or any other type of property aggregating $5,000 or more during the fiscal tax year ending June 30, 2011.  In determining the aggregate amount, separate and independent gifts of less than $1,000 can be disregarded.


3. Patrol Accounting Systems with Automatic Reports

Patrol or Section Accounting Spread Sheets

Instructions

With One Bank Account

With Two Bank Account

Quick and Easy Patrol and Section Report

Simple Fill-in Table Report

Ski Swap Accounting Spreadsheet

With Two Bank Accounts

4. Instructions and Documents Necessary to Open a Bank Account

Documents that must be edited and signed by Region Director, Section Chief, Patrol Representative or Treasurer

Letter to Open Bank Account     HTM     DOCX

Certificate of Authority for Bank Accounts     HTM     DOCX 

IRS Form W9

Documents that only need to be printed

1998 Colorado Articles of Incorporation

Colorado Certificate of Good Standing dated 6/2/2011

1984 IRS 501c3 Letter

4. Financial Policies and Procedures

National

2008-12-08 National Guidelines for Appropriate Use of Patrol Funds

Division

2007-04-31 Division Guidelines for Appropriate Use of Patrol Funds

Region

Region Policies and Procedures

Subunit ID Numbers