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Chapters
PERI Chapter Audit Report
Email Address
(Required)
Enter Email
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Verify that the account name is in accordance with PERI's Chapter Bylaws. (List Auditors Here):
(Required)
Findings
(Required)
Verify the Chapter's EIN with the PERI State Office (List Auditors Here):
(Required)
EIN Findings
(Required)
Verify that both the President & Treasurer are signers on the account. (List Auditors Here).:
(Required)
Signers Findings
(Required)
Verify that Petty Cash = Receipts plus Cash on Hand. (List Auditors Here):
(Required)
Petty Cash Findings
(Required)
Verify Treasurer's End of Year Chapter Finanical Report = the total on the End of Year Bank Statement. (List Auditors Here):
(Required)
Finanical Report Findings
(Required)
Verify Non-Checking Account Investments on file = balance listed on the End of Investment's Year End Statement. (List Auditors Here):
(Required)
EOY Statement Findings
(Required)
Random check Treasurer's monthly Chapter Financial Report to corresponding monthly Bank Statement. (List Auditors Here):
(Required)
Random Check Findings
(Required)
Review & note the various Revenue sources. (List Auditors Here):
(Required)
Revenue Findings
(Required)
Verify Dues Income = number of members (List Auditors Here):
(Required)
Dues Findings
(Required)
Verify that Income reports in Chapter Minutes = deposits (List Auditors Here):
(Required)
Minutes Findings
(Required)
Verify that Interest Income is included in reports to Chapter. (List Auditors Here).:
(Required)
Interest Findings
(Required)
Match Expenses paid to receipts or invoices (List Auditors Here):
(Required)
Expenses Findings
(Required)
Verify Authorization to Pay, to Expenses paid. (List Auditors Here):
(Required)
Authorization Findings
(Required)
Verify all Expenditures are in compliance with PERI Purpose Article. (List Auditors Here):
(Required)
Purpose Findings
(Required)
Review the Chapter Minutes for approval to pay reoccurring general expenses. (List Auditors Here).:
(Required)
Reoccurring Expenses Findings
(Required)
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