Financial Reports, Documents and Forms
Page Quick Links
Accounting Bids/Purchasing/Vendor Information Check Registers Financial Reports Indirect Cost Allocations Payroll Retirement Information Alabama Immigration Law ComplianceAccounting
| Document Name | PDF Link |
|---|---|
| Bank & References Sheet/Tax ID Number/Tax Exemption Statement | Contact Janet Howell for a copy - j2howell@shelbyed.org |
| Payment Schedule | |
| Accounting and Fiscal Operations Manual Intranet Access Only - you must be logged in to the Shelby county system to access this file. | See Internal Documents |
Bids/Purchasing/Vendor Information
| Document Name | Document Link |
|---|---|
| Instructions for the Requester of Form W-9 | |
| Vendor Application | |
| Link to State Examiners' Guidance for Procedures (Forms and Publications web page) |
Financial Reports
| Document Name | Document Link |
|---|---|
| Audited Annual Financial Statement September 30, 2019 | |
| Audited Annual Financial Statement September 30, 2018 | |
| Financial Accountability Reports FY 21 | |
| Financial Accountability Reports FY 20 | |
| Financial Accountability Reports FY 19 | |
| Financial Accountability Reports FY 18 | |
| Monthly Financial Statement Fiscal Year 2022, Fiscal Period 7 |
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| Monthly Financial Statement Fiscal Year 2022, Fiscal Period 6 |
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| Monthly Financial Statement Fiscal Year 2022, Fiscal Period 5 |
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| Monthly Financial Statement Fiscal Year 2022, Fiscal Period 4 |
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| Monthly Financial Statement Fiscal Year 2022, Fiscal Period 3 |
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| Monthly Financial Statement Fiscal Year 2022, Fiscal Period 2 |
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| Monthly Financial Statement Fiscal Year 2022, Fiscal Period 1 |
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| Monthly Financial Statement Fiscal Year 2021 - Year End 2021 |
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| FY2021 - General Purpose Financial Statement ( SDE Approved February 10, 2022) | |
| FY2020 - General Purpose Financial Statement ( SDE Approved February 26, 2021) | |
| FY2019 - General Purpose Financial Statement ( SDE Approved January 13, 2020) | |
| Original Budget - FY 2022 (SDE Approved) | |
| Original Budget - FY 2021 (SDE Approved) | |
| Original Budget - FY 2021 Amendment No. 1 (SDE Approved) | |
| Original Budget - FY 2021 Amendment No. 2 (SDE Approved) | |
| Original Budget - FY 2020 - Amendment No. 1 (SDE Approved) | |
| Original Budget - FY 2020 (SDE Approved) | |
| Original Budget - FY 2019 (SDE Approved) | |
| Original Budget - FY 2019 - Amendment No. 1 (SDE Approved) | |
| Original Budget - FY 2018 (SDE Approved) | |
| Original Budget - FY 2018 - Amendment No. 1 (SDE Approved) | |
| Original Budget - FY 2018 - Amendment No. 2 (SDE Approved) |
Alabama Immigration Law Compliance
| Business Entity/Employer/Contractor Forms |
|---|
| In 2012, the State of Alabama passed legislation requiring businesses to show evidence of immigration compliance for their employees in certain types of business transactions. Please refer to the Alabama Department of Education’s website for Guidance for Compliance with E-Verify |
| Shelby County Board of Education - Completed Immigration Compliance Forms | Document Link |
|---|---|
| Shelby County Board of Education - Memorandum of Understanding | |
| Shelby County Board of Education - W-9 (completed) | Contact Janet Howell for a copy - j2howell@shelbyed.org |
Check Registers
| Check Register Period | Document Link |
|---|---|
| Apr 2022 Check Register | |
| Mar 2022 Check Register | |
| Feb 2022 Check Register | |
| Jan 2022 Check Register | |
| Dec 2021 Check Register | |
| Nov 2021 Check Register | |
| Oct 2021 Check Register |
Indirect Cost Allocations
| Indirect Cost Allocations | Document Link |
|---|---|
| FY 21-22 Indirect Cost Application (SDE Approved) | |
| FY 20-21 Indirect Cost Application (SDE Approved) | |
| FY 19-20 Indirect Cost Application (SDE Approved) | |
| FY 18-19 Indirect Cost Application (SDE Approved) |
Payroll
| Document/Contact Name | Document/Email Link |
|---|---|
| Direct Deposit Form | See Internal Documents Site |
| Change Request Form | See Internal Documents Site |
| Sick Leave Bank Form | See Internal Documents Site |
| Income Tax Withholdings - W4 | www.irs.gov |
| Income Tax Withholdings - A4 | revenue.alabama.gov |
| Retirement - Bethany Hutton | |
| Insurance - Lynne Hanson |