Financial Reports, Documents and Forms

Accounting

Document Name PDF Link
Bank & References Sheet/Tax ID Number/Tax Exemption Statement Contact Janet Howell for a copy - j2howell@shelbyed.org
Payment Schedule PDF
Accounting and Fiscal Operations Manual Intranet Access Only - you must be logged in to the Shelby county system to access this file. See Internal Documents

Bids/Purchasing/Vendor Information

Document Name Document Link
Instructions for the Requester of Form W-9 PDF
Vendor Application PDF
Link to State Examiners' Guidance for Procedures (Forms and Publications web page)  

Financial Reports

Document Name Document Link
Audited Annual Financial Statement September 30, 2019 PDF
Audited Annual Financial Statement September 30, 2018 PDF
Financial Accountability Reports FY 20 PDF
Financial Accountability Reports FY 19 PDF
Financial Accountability Reports FY 18 PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 10
PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 09
PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 08
PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 07
PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 06
PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 05
PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 04
PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 03
PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 02
PDF
Monthly Financial Statement
Fiscal Year 2021, Fiscal Period 01
PDF
FY2020 - General Purpose Financial Statement ( SDE Approved February 26, 2021) PDF
FY2019 - General Purpose Financial Statement ( SDE Approved January 13, 2020) PDF
Original Budget - FY 2021 (SDE Approved) PDF
Original Budget - FY 2021 Amendment No. 1 (SDE Approved) PDF
Original Budget - FY 2021 Amendment No. 2 (SDE Approved) PDF
Original Budget - FY 2020 - Amendment No. 1 (SDE Approved) PDF
Original Budget - FY 2020 (SDE Approved) PDF
Original Budget - FY 2019 (SDE Approved) PDF
Original Budget - FY 2019 - Amendment No. 1 (SDE Approved) PDF
Original Budget - FY 2018 (SDE Approved) PDF
Original Budget - FY 2018 - Amendment No. 1 (SDE Approved) PDF
Original Budget - FY 2018 - Amendment No. 2 (SDE Approved) PDF

Alabama Immigration Law Compliance

Business Entity/Employer/Contractor Forms
In 2012, the State of Alabama passed legislation requiring businesses to show evidence of immigration compliance for their employees in certain types of business transactions.  Please refer to the Alabama Department of Education’s website for Guidance for Compliance with E-Verify
Shelby County Board of Education - Completed Immigration Compliance Forms Document Link
Shelby County Board of Education - Memorandum of Understanding PDF
Shelby County Board of Education - W-9 (completed) Contact Janet Howell for a copy - j2howell@shelbyed.org

Check Registers

Check Register Period Document Link
August 2021 Check Register PDF
July 2021 Check Register PDF
June 2021 Check Register PDF
May 2021 Check Register PDF
April 2021 Check Register PDF
March 2021 Check Register PDF
February 2021 Check Register PDF
January 2021 Check Register PDF
Dec 2020 Check Register PDF
Nov 2020 Check Register PDF
Oct 2020 Check Register PDF

Indirect Cost Allocations

Indirect Cost Allocations Document Link
FY 21-22 Indirect Cost Application (SDE Approved) PDF
FY 20-21 Indirect Cost Application (SDE Approved) PDF
FY 19-20 Indirect Cost Application (SDE Approved) PDF
FY 18-19 Indirect Cost Application (SDE Approved) PDF

Payroll

Document/Contact Name Document/Email Link
Direct Deposit Form See Internal Documents Site
Change Request Form See Internal Documents Site
Sick Leave Bank Form See Internal Documents Site
Income Tax Withholdings - W4 www.irs.gov
Income Tax Withholdings - A4 revenue.alabama.gov
Retirement - Bethany Hutton EMAIL
Insurance - Lynne Hanson EMAIL

Retirement Information

Link to Retirement System of Alabama website

Shelby County Schools Listserv - Be informed and join your school's listserv to receive email updates of events and important information from your school.

Complete the membership request form