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Reminder: NAIFA Chapter Annual Report – Needed Documents

As a reminder, the Chapter Annual Report will be released in the coming weeks! 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.