Finances

Financial Management Forms and Links for 4-H Clubs/Affiliates

Ohio 4-H CLUB/AFFILIATE FINANCIAL GUIDANCE (updated 1.2024)

Includes information on starting / managing funds, acceptable fundraising practices, and acceptable ways to spend funds.

• Here is a Quick Glance Guide of the Ohio 4-H Club/Affiliate Financial Guidance document. (1.2023)
• Here is a document to determine if a Vendor License is needed. (1.2024) 

Ohio 4-H Club/AFFILIATE training resources (Updated 12.2022)

• Financial Management for 4-H Clubs and Affiliates Presentation (link to recording)
• Financial Management for Clubs and Affiliates powerpoint presentation
• Club Dues Sheet
  • Club Dues Sample Report
• Fundraising Report
  • Fundraising Sample Report
• Transaction Register
  • Transaction Sample Report  

Tax Exemption

For issues related to federal income tax exemption, Ohio sales tax exemption, chartering and fundraising, 4-H professionals should contact Sarah Carpenter.  4-H Clubs/Affiliates should first contact their local county office.

Documentation to Maintain Tax Exempt Status

• Refer to Documentation to Maintain Tax Exempt Status for the Club Constitution, Bylaws, and Ohio 4-H Club Charter Checklist

Federal Income Tax Exemption 

• IRS SS-4 Form Completion (to obtain an EIN) (updated 2019)
• Group Tax Exemption Authorization Form (on file at county and state office)

Ohio Sales Tax Exemption

Exemption from paying Ohio Sales tax applies only to the 4-H Clubs/Affiliates making retail purchases and does not extend to individual members or volunteers.

• Ohio Sales and Use Tax Blanket Exemption Certificate
  • Ohio Sales and Use Tax Blanket Exemption Certificate Instructions   

Financial Reporting

• Ohio 4-H Club / Affiliate Yearly Financial Summary (on file at county office)
• Equipment Inventory  (file with annual financial summary)
• Club Audit Procedures Quick Glance (1.2024)
• Ohio 4-H Clubs and Committees Annual Financial Review & Audit (as of 1.2024) | fillable pdf | pdf | word

For issues related to federal income tax exemption, Ohio sales tax exemption, and fundraising, 4-H Professionals should contact Sarah Carpenter.  4-H clubs and 4-H affiliates should contact their local county office.