Key Reporting Deadlines
Reporting Documents |
Deadline to NEF |
| Audit Engagement Letter (if required) |
November 30, 2009 |
| Audit Waiver Request* | November 4 - December 31, 2009 |
| Waived Audit Documentation (Required for ALL waived audits only) |
January 15, 2010 |
| Draft Partnership Financial Statement (if required) |
February 15, 2010 |
| Draft Partnership Tax Return (if required) |
February 15, 2010 |
| Final 2009 Audit Report | February 28, 2010 |
| Final 2009 Tax Return | February 28, 2010 |
| CPA Independence Letter** (required for all audits) |
February 28, 2010 |
| CPA Peer Review | Ensure that NEF has a copy of the most recent Peer Review on file |
| Analytical Review Support | February 28, 2010 |
Sample Documents
Please refer to sample documents for examples of key standard audit and tax letters, analytical review support and guidance, independence letters and other schedules.
Reporting Information
Please refer to reporting information for listings of reporting requirements by Limited Partnerships, the audit waiver request form and Limited Partner receivable confirmations.Featured Project: Verne Barry Place
Verne Barry Place is a creative example of building preservation and adaptation in Grand Rapids, Mich., designed to meet the needs of some of the area’s lowest-income residents. NEF invested $13.5 million on behalf of eight investors to fund this impressive "green" development.
The 116-unit supportive housing project, developed by Dwelling Place, Inc., features seven commercial spaces and serves homeless residents, including veterans.
View project profile.
NEF Project Portfolio >GO
Key Reporting Deadlines
November 30, 2009
Audit Engagement Letter
January 15, 2010
Waived Audit Documentation
February 15, 2010
Draft Financial Statements
Draft Tax Returns
February 28, 2010
Final 2009 Audit Report
Final 2009 Tax Return
Independence Letters
Analytical Review Support