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 Form 731 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 W-9 Instructions
Vendor Application Vendor App.
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 FY 19 Stmt
Audited Annual Financial Statement September 30, 2018 FY 18 Stmt
Financial Accountability Reports FY 21 FY 2021 Report
Financial Accountability Reports FY 20 FY 2020 Report
Financial Accountability Reports FY 19 FY 2019 Report
Financial Accountability Reports FY 18 FY 2018 Report
Monthly Financial Statement
Fiscal Year 2022, Fiscal Period 8
FY 2022 - P8
Monthly Financial Statement
Fiscal Year 2022, Fiscal Period 7
FY 2022 - P7
Monthly Financial Statement
Fiscal Year 2022, Fiscal Period 6
FY 2022 - P6
Monthly Financial Statement
Fiscal Year 2022, Fiscal Period 5
FY 2022 - P5
Monthly Financial Statement
Fiscal Year 2022, Fiscal Period 4
FY 2022 - P4
Monthly Financial Statement
Fiscal Year 2022, Fiscal Period 3
FY 2022 - P3
Monthly Financial Statement
Fiscal Year 2022, Fiscal Period 2
FY 2022 - P2
Monthly Financial Statement
Fiscal Year 2022, Fiscal Period 1
FY 2022 - P1
Monthly Financial Statement
Fiscal Year 2021 - Year End 2021
FY 2021 - Year End
FY2021 - General Purpose Financial Statement ( SDE Approved February 10, 2022) FY 2021 - GP
FY2020 - General Purpose Financial Statement ( SDE Approved February 26, 2021) FY 2020 - GP
FY2019 - General Purpose Financial Statement ( SDE Approved January 13, 2020) FY 2019 - GP
Original Budget - FY 2023 (SDE Approved) Budget FY 2023
Original Budget - FY 2022 (SDE Approved) Budget FY 2022
Original Budget - FY 2022 Amendment No. 1 (SDE Approved) Amd1 Budget FY 2022
Original Budget - FY 2022 Amendment No. 2 (SDE Approved) Amd2 Budget FY 2022
Original Budget - FY 2021 Amendment No. 2 (SDE Approved) Amd2 Budget FY 2021
Original Budget - FY 2021 Amendment No. 1 (SDE Approved) Amd1 Budget FY 2021
Original Budget - FY 2021 (SDE Approved) Budget FY 2021
Original Budget - FY 2020 - Amendment No. 1 (SDE Approved) Amd1 Budget FY 2020
Original Budget - FY 2020 (SDE Approved) Budget FY 2020
Original Budget - FY 2019 - Amendment No. 1 (SDE Approved) Amd1 Budget FY 2019
Original Budget - FY 2019 (SDE Approved) Budget FY 2019
Original Budget - FY 2018 - Amendment No. 2 (SDE Approved) Amd2 Budget FY 2018
Original Budget - FY 2018 - Amendment No. 1 (SDE Approved) Amd1 Budget FY 2018
Original Budget - FY 2018 (SDE Approved) Budget FY 2018

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 MOU 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
October 2022 Check Register 2022-Oct
September 2022 Check Register 2022-Sept
August 2022 Check Register 2022-Aug
July 2022 Check Register 2022-July
June 2022 Check Register 2022-June
May 2022 Check Register 2022-May
Apr 2022 Check Register 2022-Apr
Mar 2022 Check Register 2022-Mar
Feb 2022 Check Register 2022-Feb
Jan 2022 Check Register 2022-Jan
Dec 2021 Check Register 2021-Dec
Nov 2021 Check Register 2021-Nov
Oct 2021 Check Register 2021-Oct

Indirect Cost Allocations

Indirect Cost Allocations Document Link
FY 22-23 Indirect Cost Application (SDE Approved) IC-22-23
FY 21-22 Indirect Cost Application (SDE Approved) IC-21-22
FY 20-21 Indirect Cost Application (SDE Approved) IC-20-21
FY 19-20 Indirect Cost Application (SDE Approved) IC-19-20F
FY 18-19 Indirect Cost Application (SDE Approved) IC-18-19

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