Each year all Chapters are required to complete a Chapter Annual Renewal Package. This is frequently a combination of efforts between outgoing and incoming officers. The goal is to ensure all legal and financial obligations are met as well as ensure there is a smooth transition between officers. 

 

Read the IAFN Chapter End of Year Transition for a checklist of goals and more information on how to complete each step for a successful annual renewal. Outgoing and incoming officers should read. 

If you have any questions, contact Christina Presenti. She is available to walk you through each piece of this process. 

New in 2022. It is the chapter’s responsibility to track all items and notify Christina when the final and complete submission has been made. This checklist is intended to help chapters monitor their paperwork and progress towards submission.

View your chapters progress at this link.

 

Due Dec. 31, 2022 by current officers: 

• Submit your Chapter Officer List for 2022- Available online

Due Jan. 30, 2023 by current officers: 

• Submit your Annual Report – Available online

• Submit your Chapter Financial Report

• Submit all Meeting Minutes and Agendas from 2021 

• Complete the 1099 paperwork for anyone the Chapter hired in 2021 to be distributed in Jan. 2022

• E-990 electronic filing

Due Jan. 30, 2023 by incoming officers: 

• Chapter Bylaws  – signed by incoming president

• Chapter Affiliation Agreement   (Must be executed annually & when there is a new President. To complete: update the Chapter name in first page, update the Chapter name on the last page, and sign last page.) 

• Conflict of Interest Form – completed by all incoming Officers 

• If not completed by outgoing officers – E-990 electronic filing (no later then February 29, 2020 – see directions below)

• Optional: Chapter officers can provide information about trainings they provide and would be willing to provide to other chapters on this document. 

All documentation should be scanned and sent electronically to Christina Presenti or completed online no later than close of business February 29, 2023.  Quarterly chapter dues checks will be withheld until all documentation has been completed. 

IRS 990- Filing

Each chapter is required to file the E-990 postcard with the IRS every year.  This is a simple process that is done online and only takes a few minutes.  You will need your Chapter’s EIN # when filing. Please use the IAFN home office address for the location. Once it is complete, you will receive a confirmation email that needs to be forwarded to Christina Presenti.  Chapters are required to file prior to March 1st as part of their annual renewal with IAFN. 

 

Begin the IRS filing of the E-990 postcard process, here.

Helpful Documents for Chapters

The following documents are tools that you can use, update, and make your own. These are provided in so much as they help you and are not required. If your chapter has a form that you find helpful and are willing to share, please email  Christina Presenti and we will add it here. 

 

Chapter Reimbursement Form – Tool 

Chapter Logo Style Guide– review these guidelines before printing, sending flyers, setting up or reviewing a website. Email Christina Presenti for digital files for your specific Chapter.