Financial Policies and Guidelines

This section contains policies and guidelines on the management of USMS financial operations. The USMS Finance Committee is tasked with the responsibility to develop Financial Policies and Operating Guidelines pertaining to the financial affairs of USMS and to develop the annual budget. The committee also manages the implementation of the policies and interfaces with USMS leaders through various financial forms.

• 2023 Approved Budget

• 2024 Approved Budget

• Audited Financial Statements

  • 2022

  • 2021

  • 2020

• IRS Group Exemption Letter

Financial Policies

• Financial Policies and Operating Guidelines

• Investment Policy

• IRS 990 Filing Policy

• Reserve Funds Policy

• Investment Spending Policy

• Swimming Saves Lives Spending Policy

National Level Reimbursement Forms

• 2024 Reimbursement Form 

• 2024 Electronic Funds Transfer (EFT) Authorization

Committee Operating Guidelines

• Audit Committee Charter

• Investment Committee