As we continue to look forward to a successful 2021, the Chapter Annual Report will be released at the beginning of January. In order to prepare for this report, we have created a list of documents that each chapter will be asked to upload. As a time saving measure, we suggest that chapters begin to locate these documents, and store them in an easily accessible location.
Chapter Documents
- Current Bylaws
- Signed Chapter Agreement
- Mission Statement
- Vision Statement
- Strategic Plan
- Board Manual
- Board Assessment Form
- Executive Performance Assessment Form
- Code of Conduct
- Policy Manual
Legal Documents
- Proof of Corporate Filing Status
- Articles of Incorporation
- FEIN
- IRS Letter of Determination
- Affiliated Foundation Charity or For-Profit Subsidiary Entity/Entities
- FEIN
- Current Bylaws
- Proof of Corporate Filing
- IRS Letter of Determination
- Annual Report
Financial
- Most Recent Audit/Review Report
- 2021 Budget
- If Applicable:
- D&O Insurance
- General Liability Coverage
- Fidelity Bond Policy
- Either Chapter Executive W2 and Employee Handbook or 1099 and Management Contract
IFAPAC
- IFAPAC Bylaws/Statement of Purpose
- State PAC Registration
- PAC Tax Form 8871 and/or 1190
- Last PAC Filing with Secretary of State’s Office
If you have any questions on these documents, please do not hesitate to reach out.
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