FINANCIAL MATTERS

Current Year Budget

990 Reports to the IRS

Financial Review - The Executive Board shall retain an independent CPA to review, at least annually, the financial statements of the Association to determine the completeness and fairness of the account balances and financial statement assertions. The Executive Board will review the financial statements and suggested improvements, if applicable, to internal controls and procedures that may be identified during the course of the review and take action as appropriate.

Periodic financial reports - Board members have 24/7 access to IGFOA's on-line ledger in at IGFOA financial reports - requires additional password - contact execdir@igfoa.org

Tax Filing Schedule
Form Date Due
Federal 1099 January 31
Federal 1096 February 28
Federal 990 15th day of fifth month after fiscal year ends
State Annual Corporate Report October 1

TABLE OF CONTENTS

                             

Acknowledgement

Welcome

Mission, Vision and Strategic Priorities

History of IGFOA

Bylaws

Legal Responsibilities

Board Position Descriptions

Board Members Conduct

Antitrust Statement and Policy

Conflict of Interest Statement

Sarbanes Oxley Act Observance

Board Meeting Minutes

Board Policies

Ethics

Financial Matters

Parliamentary Procedure Guide

Nominations and Succession

Organizational Chart and Staff Responsibilities

Board meeting schedule and agenda

Current Executive Board Officers and Members

Chapters

Committees

Glossary of Association Definitions