Version — 20 July 2020 Form IS4 – Cover sheet for financial statement for an incorporated society Page 2 of 2
Society name
Society number or NZBN
Is an audit or review report attached to the statement?
Please confirm if the audit or review report is included with the financial statements.
Note — This is required only if the society's rules specify that an auditor or reviewer must be appointed.
Yes No
Summary of the attached financial statement
Note - If any of the totals for income, expenses, assets or liabilities is 'Nil', you must enter $0.00. These fields can’t be left
blank.
Total income
Enter the society's total income as recorded in the attached financial statement.
Total expenses
Enter the society's total expenditure/expenses as recorded in the attached financial statement.
Total assets
Enter the society's total assets as recorded in the attached financial statement.
Total liabilities
Enter the society's total liabilities as recorded in the attached financial statement.
I confirm that all mortgages, charges, and securities are included in the attached financial statement
The financial statements must include all mortgages, charges, and securities of any description affecting any of the
society's property at the close of that year.
Addresses of the society
Please search the Incorporated Societies Register to check which address details are recorded.
I confirm that the address details recorded on the Incorporated Societies Register are ALL still current, or
The address details have changed and the new address details are provided on Form IS3 attached.
Officers of the society
Please search the Incorporated Societies Register to check which officer details are recorded, if any.
Note — It’s not mandatory to provide officer details on the register.
I confirm that the officer details recorded on the Incorporated Societies Register are ALL still current, or
Officer details have changed and the new details are provided on Form IS3 attached.
Presenter details
$
$
$
Telephone number:
Name:
