Chapter Officer Action Items

Read

Articles of Incorporation
Bylaws

 Complete Bank Signature Cards

 Maintain Board Minutes

 File Group Exemption Election with National ACEP in March

 Provide % of non-deductible dues to ACEP in October

 File 990 & 990T, if applicable 

 File 1120POL, if applicable

 Know your state's requirements and file state tax returns and reports, if applicable

Ensure accurate financial reporting (keep all of your financial records in one place and now where they are - consolidate information from national and all other financial transactions)

 Reconcile bank statements each month, and be sure they are reviewed by more than one person

Prepare and review an annual Chapter budget based on your Chapter's Mission Statement and Long-Range Plan

Compare your actual financial results to your budget

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