ANNUAL REPORTs Jennifer Clifton, Library Development Office

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ANNUAL REPORTs Jennifer Clifton, Library Development Office




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Presentations text content in ANNUAL REPORTs Jennifer Clifton, Library Development Office

Slide1

ANNUAL REPORTs

Jennifer Clifton, Library Development Office

Slide2

Required Reports

Annual Report for Indiana Public Libraries

PLAC Quarterly Reports

State Board of Accounts Employee Name and Compensation Report (Form 100R)

W-2s

W-3 (IRS Annual Report)

Annual Report to IN Department of Revenue

Outstanding Indebtedness Report

LAR-1

Bi-annual Report to County Treasurer

Post Bond Sale/Post Lease Execution

LSTA grant reports

Slide3

Annual Report for Indiana Public Libraries

Completed online in January

Due February 1

Signature page

Includes general library

info…For statewide statistics…Used by IMLS/Census for national statistics…Used for standards reviewCoversIncome/ExpendituresServicesHoldingsStaff salaries/benefitsPLAC

Watch for annual

w

orkshop offered in November

Slide4

PLAC Quarterly Reports

# of cards/replacement cards sold

Remit payment for funds collected

Order more cards

Must complete, even if no cards sold.

After the end of the calendar year, money is distributed back to libraries on the basis of net loans.

Slide5

SBOA Employee Name and Compensation Report (Form 100R)

Submit through Gateway

Due January 31

st

Info requested:

Employee names Addresses CompensationNote- names and salaries are public record, searchable on Gateway

Slide6

W-2s

Federal Withholding Statements for Employees

Must be completed and given to each employee by January 31

st

Also, 1099’s for nonemployee compensation

Slide7

W-3

Annual Report to Internal Revenue Service

Includes info from W-2s (state and county income tax withholdings)

Submitted in February following distribution of W-2s

Slide8

Annual Report to IN Department of Revenue

Report state and county income tax

withholding information

to

state.

Slide9

Outstanding Indebtedness Report

IC 5‐1‐18‐10 requires that each political subdivision report any outstanding bonds or leases to the Department of Local Government Finance

Report through Gateway

Due on or before March 1

Must report even if unit has no debt.

Slide10

LAR-1 (Library Annual

Financial Report

)

Submitted to State Board of

Accounts through Gateway

Report of all the library’s funds in a calendar yearDue March 1Used as basis of AuditAlso shared with Census

Slide11

Bi-annual Report to County Treasurer

Due June 1 and December 1

No official form- just submit names and

addresses of employees.

For employees who work in more than one county, certify the information for the employee to the county where the employee has the employee's principal office.

Slide12

Post Bond Sale/Post Lease Execution

IC 5-1-18-7 and 5-1-18-8 require that political subdivisions entering into bonds and leases during a calendar year report these obligations to the Department of Local Government Finance.

Due December 31

st

Submit through Gateway

Slide13

LSTA Reports

LSTA grant recipients only

Follow timeline in grant guidelines/contract

2013-

Quarterly reports due Aug, Nov, Feb

Final reports due June 30, 2014Submit to LSTA Consultant (me)

Slide14

Where to get more help

Annual Report/Bookkeeping Workshop

Budget Workshop

DLGF Field Reps

Evanced

CalendarOr just ask.


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