The mission of the Finance Office is to provide quality customer service to all constituents of Saint Martin's University, to communicate clearly, effectively and respectfully to all constituents of Saint Martin's University and to practice responsible stewardship of University resources. Please let us know how we can be of help.
University 990 tax forms
The Federal Form 990-Return of Organization from Income Tax is an annual reporting return that certain federally tax-exempt organizations must file with the IRS. It provides information on the filing organization's mission, programs, and finances.
Annual financial reports
The Annual Financial Report is a formal record of the financial activities for Saint Martin's University. The financial report provides information about the financial position, performance and changes in the University's financial position.
|Annual budget timeline|
|Budget office processes and procedures|
|Cash advance request: to be used when requesting advances for travel or special events. Remember that checks are only cut on Wednesdays, so plan ahead.|
|Department deposit form: to be used for the deposit of all cash and checks daily. See deposit instructions for more detail.|
|Direct deposit (employee) - accounts payable: to be used for approval of direct deposit of reimbursements or payables through the accounts payable desk.|
|Direct deposit (vendor) - accounts payable: to be used for approval of direct deposit of invoice payments through the accounts payable desk.|
|Expense reimbursement request: to be used after traveling for purchases made on behalf on Saint Martin's University.|
|Merchant card reader use agreement: to use the Office of Finance's card reader and iPad/equipment to conduct fundraising, selling, promoting, and/or extension activities consistent with Saint Martin's goals and missions.|
|Missing receipt affidavit: to be used when you have lost your receipt(s) and are requesting a reimbursement or submitting your credit card charges.|
|Policy 2 purchase cards (P card): to be used when purchasing low-value approved expenses that benefit Saint Martin's (the University).|
|Purchase request: to be used when purchasing products from vendors or for I/C charges (e.g. for motorpool, ITS purchases and CRC paper orders).|
|Purchased services contract: to be used for hiring guest speakers, honorariums and temporary help. A W9 must be completed for all new hires and sent with the contract.|
|W9 form (vendor): to be used for outside vendors requesting information from Saint Martin's.|