Chair Person: Kaleen Troupe
Current Members: Kimberly Harris, Lynn Connor
Seeking volunteers in Carbon, Crook, Goshen, Niobrara, Washakie, and Weston Counties.
Type of Skills Desired: CPA, Bookkeeping, budgeting, general business finance
Meeting Times: Monthly for executive committee or as needed for all members
Responsibilities:
Current Members: Kimberly Harris, Lynn Connor
Seeking volunteers in Carbon, Crook, Goshen, Niobrara, Washakie, and Weston Counties.
Type of Skills Desired: CPA, Bookkeeping, budgeting, general business finance
Meeting Times: Monthly for executive committee or as needed for all members
Responsibilities:
- (Standard 8) Financial Operations & Oversight
- Ensure that annual audit or financial statements are completed by a Certified Public Accountant.
- Ensure that all findings from prior year's annual audit have been assessed by the organization and addressed.
- Ensure that the auditor has presented the audit to the board.
- Ensure that the board has received and accepted the audit.
- Ensure the IRS 990 has been completed and made available to the board for review.
- Receive regular financial reports and ensures the board receives a financial report at each regular meeting to include organization wide revenue and expenditures that compares budget to actual as categorized by program and a balance sheet statement of financial position.
- Ensures all required filings and payments related to payroll withholdings are completed on time.
- Ensures that the board has approved an annual organization wide budget.
- Ensures the fiscal policies have been reviewed by staff in the past 2 years and updated as necessary with changes approved by the board.
- Ensures a written procurement policy is in place and has been reviewed by the board in the past 5 years.
- The organization documents how it allocates shared costs through an indirect or through a written cost allocation plan.
- The agency has a written policy in place for record retention and destruction.