UCCE Central Sierra

Financial Reporting

Important Dates

Annual financial reporting forms will be prepared by the treasurer of the 4-H Club and forwarded to the Regional Program Coordinator at the close of the statewide 4-H YDP year (July 1-June 30) and submitted to the UCCE county office no later than September 1.

All 4-H Club with bank accounts are required to complete annual Financial Reporting. Financial Reporting includes completing following year-end financial reporting documents: Annual Inventory Report (Form 6.2), Annual Financial Report (Form 6.3); Year End Peer Review Report (Form 8.5); Year End Peer Review Checklist (Form 8.6); Outreach Methods and Documentation and a proposed budget for the upcoming program year. The information from these forms must be inputted into the online 4-H Annual Financial Reporting System and the completed forms must be submitted to the 4-H Office by September 1st.

July 1, 2024

Report Entry by Clubs for 2023-2024 program year OPENS

County staff start to collect and review all budgets, inventory reports, and audits from all 4-H units and councils

September 1, 2024

Unit access to the system for 2023-2024 program year CLOSES

All budgets, inventory reports, and audits from all 4-H units and councils are due to the County 4-H Office.

Financial Reporting Checklist

This checklist provides all the financial and additional program related documents that are required to be submitted at the end of the year to the County 4-H Office by Sept. 1.

The Treasurer’s Manual and all forms on the checklist can be found on the California 4-H website under Chapter 9 Policy and Resources. If you have any questions about this list, please contact your county 4-H YDP staff.

Financial Reporting Forms

Form 6.2 Annual Inventory Report | Instructions

Form 6.3 Annual Financial Report | Instructions

Form 8.5 Year-End Club Peer Review Report

Form 8.6 Year-End Club Peer Review Checklist

Other 4-H Program Forms

4-H Outreach Methods Documentation Form

Proposed Budget for the New Program Year (Form 8.4 4-H Club Budget)