Randal Johnson, Executive Director
REQUEST FOR BIDS TO PERFORM CSM ANNUAL AUDIT
The Council of the Southern Mountains invites your firm to submit a proposal for the preparation of its yearly audited financial statements and related information for the next five fiscal years, (2016-2020) starting with the 2016 year period beginning September 1, 2016 with and ending August 31, 2017. The audited financial statement must be prepared in accordance with generally accepted accounting principles and according to OMB Circulars A-122 and A-133 and all subsequent relevant directives. It must also include an expression of an opinion by the auditor on the fairness of the financial statements in accordance with generally accepted accounting principles.
The Council of the Southern Mountains is a 501 c 3 nonprofit community action agency organized in 1964 with IRS tax exempt status received in 1965. The agency has an annual budget of circa 1.5 million dollars and operates programs for the aged, disabled and low-income residents in multiple southern West Virginia counties with 50 employees.
The following services are required:
1. Five yearly financial audits, based on OMB Circulars A-122 and A-133.
2. Preparation and on-time filing of I.R.S. Form 990
3. Preparation of Annual Report for the WV Health Care Authority Financial Disclosure Statement due within 120 days after the end of the fiscal year but due to the agency in 90 days.
4. Management letter
5. Written review of the Council of the Southern Mountains accounting system and financial procedures and evaluation of its internal controls with recommendations, if any.
All of the above must be completed within three months of the end of each fiscal year.
6. Filing any needed extensions for filing of audit documents to all agencies requiring a filing, i.e., IRS Form 990 and WV Health Care Authority for example.
7. Agreement to pay any fines or penalties to any agency as a result of late filing due to the fault of the auditing entity.
8. Annual review of the audit with the Board of Directors.
Your five year audit proposal fees with your firm’s qualifications to complete a nonprofit agency audit and three references from comparable audit clients must be received by C.O.B. on June 15, 2016. Send your proposal to:
Bettina Premo, President of the Board of Directors
Council of the Southern Mountains
148 McDowell Street
Welch, WV 24801
If you have any questions or would like further clarification of any aspect of this request for bid, please contact Brenda Melnik, Director of Finance at 304-436-6800, extension 1227 or Randal Johnson, Executive Director, at 304-436-6800, extension 1223. Email:
April 28, 2016
THE MEETING WILL START AT
6:30 p.m. by Conference Call.
PLEASE CALL TONIA FOSTER, TAMMI FERRELL OR RANDAL AT
304-436-6800 AND LET US KNOW IF YOU NEED ANY HELP ATTENDING THE MEETING OR IF YOU NEED TO CALL IN.
COUNCIL OF THE SOUTHERN MOUNTAINS
BOARD TRAINING ANNOUNCED
CSM will be providing training to the agency Board of Directors tentatively set for September 24, 2016. The training will consist of Board Responsibilities and the Ten Best Practices of a Non Profit Board. The training will be provided by the Executive Director of the West Virginia Non Profit Association.
Laura Lee Haddad has spent her entire career in the nonprofit sector serving in the position of Executive Director or Resource Development Director for state, national and international, organizations. A seasoned veteran in nonprofit management and volunteer development, Laura Lee has worked for the March of Dimes, the American Cancer Society, the National Speakers Association/Ohio Chapter, United Way of the Greenbrier Valley, and now, founding Executive Director of the new West Virginia Nonprofit Association. Laura Lee’s familiarity with the needs of nonprofit organizations and her natural skills in building partnerships are a perfect match for growing the association into one that serves its members as a connector, service provider, and a collective voice in building the strength and effectiveness of West Virginia’s nonprofit organizations.
CSBG STAFF IS PRESENTLY COMPLETING INCOME TAX RETURNS FOR CITIZENS OF MCDOWELL COUNTY THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM. THERE IS NO CHARGE TO FILE RETURNS, BOTH FEDERAL AND STATE. COME BY DURING OFFICE HOURS AND HAVE YOUR TAX FILED ELECTRONICALLY FREE OF CHARGE.
CSM HAS ADDED TWO NEW
GRANTS THROUGH THE WV
DEPARTMENT OF HEALTH AND
THE WV TOBACCO FREE
SHEILA MUNCY AND NINE
COUNTY COORDINATORS IN
SOUTHERN WEST VIRGINIA.
THE STOP SPIT TOBACCO
GRANT IS ALSO BEING ADDED
TO SERVE SOUTHERN WEST
VIRGINIA WITH KATHY BAILEY
HEADING THAT PROGRAM.
CSM FITNESS CENTER
148 McDowell Street
Welch, WV 24801
HOURS OF OPERATION ARE:
MONDAY-FRIDAY 7:30 a.m. to 7:30 p.m.
SATURDAYS 8:00 a.m. to 2:00 p.m.