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Temple Financial Manual - (pdf) (updated 07/18)

Forms (updated 11/18)

2018 Updates (updated 07/18)

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 (updated 07/18)
                      Uniform Chart of Accounts (updated 07/18)
                      Document Retention Schedule

External Auditor InformationSample Financial Statements, Footnotes and Schedules (2017 and prior year reporting)
                                                    Sample Accounting Standards Board Statements (updated 07/18)
                                                    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 (updated 07/18)
                        Temple with combined units Tax Form 990 and Schedules (updated 02/18)
                        Business Activity Codes (updated 02/18)

                        Instructions for Group Return and Schedules (updated 07/18)
                        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