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Temple Financial Manual - (pdf) (updated 02/18)

Forms (Last updates: 02/18)

2018 Updates

2018 Accounting Standards Announcement and Sample Financial Statements (updated 01/18)

SECTION 1 - Annual Operating Budget Procedures 
                      Budget and Comparison Form and Instructions

SECTION 2 - Accounting and Financial Statement Requirements
                      Uniform Chart of Accounts
                      Document Retention Schedule

External Auditor InformationSample Financial Statements, Footnotes and Schedules (2017 and prior year reporting)
                                                    Sample Accounting Standards Board Statements
                                                    Sample Engagement Letters

                       Clubs and Units Year End Reporting Information
                       Clubs and Units Form and Instructions (updated 02/18)
                       Annual IRS Shrine Club Verification (updated 02/18)

SECTION 3 - Tax Policy and IRS Information
                       IRS Exemption Letters and Name Change
                       Unrelated Business Income

Tax ReturnsInstructions for Temple with combined units Tax Return and Schedules
                        Temple with combined units Tax Form 990 and Schedules (updated 02/18)
                        Business Activity Codes (updated 02/18)

                        Instructions for Group Return and Schedules
                        Group Return Tax Form 990 (updated 02/18)

                        Instructions for "Zero" Group Return - clubs with annual gross receipts of $50,000 or less
                        "Zero" Group Return Tax Form 990 (updated 02/18)

SECTION 4 - Systems - Fraternal Information Services

SECTION 5 - Fundraising Activities
                      Fundraising Policies and Procedures (brochure)

Charitable Fundraising:  Fundraising Activity Approval Form
                                          Charitable Activity Form and Instructions
                                          Request to retain greater than 50% of the net proceeds

SECTION 6 - Special Purpose Funds

SECTION 7 - Shrine Hospital Patient Transportation Fund
                      Annual Report of Shrine Hospital Patient Transportation Fund

SECTION 8 - Shriners International Incorporation Forms and Instructions