Get Outside School-related Organization

Completing the OUTSIDE SCHOOL-RELATED ORGANIZATION form online requires careful attention to financial details. This guide provides step-by-step instructions to help users accurately fill out and submit the form.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to access the form and open it in the editor.
2. Enter the organization name in the designated field. This should reflect the official name of the organization.
3. Fill in the federal I.D. number for the organization. This is essential for tax reporting and verification purposes.
4. Indicate the beginning book balance as of June 30th of the prior year. This figure should reflect the account balance carried over.
5. Document total receipts in the section provided. This includes all income received by the organization during the school year.
6. List total disbursements in the corresponding section. Ensure that all expenses are accurately accounted for.
7. Calculate and enter the ending book balance as of June 30th. This is the result of the beginning balance plus total receipts minus total disbursements.
8. Enter any outstanding checks, attaching a detailed list if necessary. This helps in reconciling the account.
9. Record the checking and savings account balances as of June 30th according to the bank statements attached.
10. Certify that the financial records have been examined by the auditing committee or external auditor. Sign and date in the designated areas.
11. Ensure that the verification by the bookkeeper and principal is completed and that their signatures are included.
12. Attach copies of the applicable bank statements and provide the completed form to the bookkeeper for processing. Make sure to include the June 30th bank statement(s).

Complete your documents online to ensure accurate submission and compliance.