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 20 | |
| Financial Accountability Reports FY 19 | |
| Financial Accountability Reports FY 18 | |
| Monthly Financial Statement Fiscal Year 2021, Fiscal Period 08 |
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| Monthly Financial Statement Fiscal Year 2021, Fiscal Period 07 |
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| Monthly Financial Statement Fiscal Year 2021, Fiscal Period 06 |
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| Monthly Financial Statement Fiscal Year 2021, Fiscal Period 05 |
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| Monthly Financial Statement Fiscal Year 2021, Fiscal Period 04 |
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| Monthly Financial Statement Fiscal Year 2021, Fiscal Period 03 |
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| Monthly Financial Statement Fiscal Year 2021, Fiscal Period 02 |
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| Monthly Financial Statement Fiscal Year 2021, Fiscal Period 01 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 12 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 11 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 10 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 09 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 08 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 07 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 06 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 05 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 04 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 03 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 02 |
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| Monthly Financial Statement Fiscal Year 2020, Fiscal Period 01 |
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| FY2020 - General Purpose Financial Statement ( SDE Approved February 26, 2021) | |
| FY2019 - General Purpose Financial Statement ( SDE Approved January 13, 2020) | |
| Original Budget - FY 2021 (SDE Approved) | |
| Original Budget - FY 2021 Amendment No. 1 (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 |
|---|---|
| June 2021 Check Register | |
| May 2021 Check Register | |
| April 2021 Check Register | |
| March 2021 Check Register | |
| February 2021 Check Register | |
| January 2021 Check Register | |
| Dec 2020 Check Register | |
| Nov 2020 Check Register | |
| Oct 2020 Check Register | |
| Sept 2020 Check Register | |
| August 2020 Check Register | |
| July 2020 Check Register | |
| June 2020 Check Register | |
| May 2020 Check Register | |
| April 2020 Check Register | |
| March 2020 Check Register | |
| February 2020 Check Register | |
| January 2020 Check Register | |
| December 2019 Check Register | |
| November 2019 Check Register | |
| October 2019 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 |