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Finance Committee

Management Unit: Financial


Current Year Report

Prior Years Archived
Financial Reports

--- Started Using QuickBooks ---
[ 2009 Final Reports ]

Finance Policies & Procedures

Payments and Receipts
>> Current Expenditure Requisition << >> UPHA Invoice <<
Payments from UPHA funds are generated by filling out a Expenditure Requisition, obtaining signed approval from the Management Group spending the funds and submitting to Treasurer.  Invoices for Receipts to UPHA are generated by filling out a UPHA Invoice and obtaining signed approval from the Management Group receiving the funds. 
Expenses and Income are accounted for by Management Group, Plan initiatives and Category
Federal IRS and State Tax Status
 UPHA is a Federal 501(c)(3)
Public Charity Organization

Federal Tax ID Number: 87-0327438
UPHA is a Utah Sales Tax Exempt
Charitable Institution

Exemption Number: N31446

IRS 501(c)(3) Designation Letter

IRS W-9 Form
Request for Taxpayer
Identification and Certification

Click here to see the IRS document
Guide for 501(c)(3) Public Charities

Form TC-721 Exemption Certificate
(for purchases over $1,000)

Form TC-73 Sales Tax Exemption Contract
(vendor contract for purchases)

UPHA pays sales tax for purchases totaling less than $1,000 not under contract by refund claim submitted by the UPHA Treasurer