- Prepare for financial audit
- Preparing the statement of income &
  expenditures
- Preparing the balance sheet
- Obtaining an Employer Identification
  Number
- Preparing Form 990
- Preparing Form 990-EZ
- Labor organizational bond coverage
- Preparing Department of Labor reports
- Establishing a payroll system
- Completing withholding forms and
  filing requirements

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Prepare for financial audit

• Conducting Audits in Small Unions, A Guide
  for Trustees (PDF format)
• Balance Sheet for a Local (HTML format)
• Statement of Income and Expenditures
  (HTML format)

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Preparing the statement of income & expenditures

• Balance Sheet for a Local (HTML format)
• Statement of Income and Expenditures
  (HTML format)

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Preparing the balance sheet

• Balance Sheet for a Local (HTML format)

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Obtaining an Employer Identification Number

• IRS Form SS-4 (HTML format)
• Form MLO-106 (PDF format - 33K)
• IRS tax exempt letter (PDF format - 118K)

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Preparing Form 990

• Form 990 (PDF format)
• Form 990-T (PDF format)
• Form 4506-A (PDF format)
• Statement of Income and Expenditures
  (HTML format)

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Preparing Form 990-EZ

• Form 990-EZ (PDF format)
• Form 990-T (PDF format)
• Form 4506-A (PDF format)
• Statement of Income and Expenditures
  (HTML format)

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Labor organizational bond coverage

• - Request for bond coverage forms
    letter sample  (PDF format - 23K)
• - Labor organization bond calculation
    worksheet for LM-2 (MS Word format - 26K)
• - Labor organization bond calculation
    worksheet for LM-3 (MS Word format - 26K)

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Preparing Department of Labor reports

• Form LM-1 - Labor Organization Information
  Report (PDF format)
• Form LM-2 - Labor Organization Annual Report
  (PDF format)
• Form LM-3 - Labor Organization Annual Report
  (short form) (PDF format)
• Form LM-4 - Labor Organization Annual Report
  (abbreviated form) (PDF format)
• Conducting Audits in Small Unions, A Guide
  for Trustees (PDF format)

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Establishing a payroll system

• Form 1099-MISC – Miscellaneous Income (PDF format)

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Completing withholding forms and filing requirements

• Form 940 – Employer's Annual Federal Unemployment (FUTA) Tax Return (HTML format)
• Form 940-EZ – Short Form Employer's Annual Federal Unemployment (FUTA) Tax Return (HTML format)
• Form 941 – Employer's Quarterly Federal Tax Return (HTML format)
• Form 1099-MISC – Miscellaneous Income (PDF format)
• Form W-4 – Employee's Withholding Allowance Certificate and worksheet (HTML format)

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