Sample Non-Profit Organization Audit Client Assistance Checklist Page 2

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SAMPLE NON-PROFIT ORGANIZATION AUDIT
SUPPORT DOCUMENTATION REQUEST
Date
Date
COMPLIANCE DOCUMENTS REQUESTED
Requested
Received
Initial
Program
Monthly reports.
Director
time of audit
Program
Year end cost settlement report.
Director
time of audit
List of clients served during the year ended June 30, 2008 and/or
Program
descriptions of program accomplishments.
Director
time of audit
Correspondence with, or reports to, grantor and cognizant or oversight
Program
agencies.
Director
time of audit
Date
Date
PERMANENT FILE DOCUMENTS REQUESTED
Requested
Received
Initial
Executive
Articles of Incorporation.
Director
time of audit
Executive
Bylaws.
Director
time of audit
Tax returns.
time of audit
Bookkeeper
Executive
Organization chart.
time of audit
Director
Chart of Accounts.
time of audit
Bookkeeper
Accounting Manual.
time of audit
Bookkeeper
Executive
Copies of Lease Agreements.
Director
time of audit
Executive
Contracts with Consultants.
Director
time of audit
Executive
Insurance Policies.
time of audit
Director
Executive
Mortgage and other debt agreements with amortization schedules.
time of audit
Director
Executive
IRS determination letters.
Director
time of audit
Executive
FTB forms 1023 and 3500 filed to request exempt status.
Director
time of audit
Executive
Personnel Manual.
Director
time of audit
Program
Program descriptions.
Director
time of audit
Functional expense allocation methodology.
time of audit
Bookkeeper
10/27/2008
Client Assistance Checklist - Financial
Prep By:____
Rvw By:____

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