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Financial Reporting

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.

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.

Important Dates

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.