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States, Centers, & Chapters > Chapter Resources
Chapter Annual Report Forms 2009
Downloadable versions of the current Chapter Annual Report Forms are attached at the bottom of this page. Each Chapter President has also been sent these forms in hard copy, and asked to complete these forms and return them by or before August 15, 2009.
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Why are Chapters asked to provide an Annual Report? What is done with the information provided?
The Annual Report is the primary vehicle for sharing your accomplishments with National Audubon and the information you provide about your Chapter’s activities and achievements is greatly valued. Increasingly all levels of the organization look to the Chapters as partners, as sources for innovative programs and groundbreaking new approaches to shared conservation concerns, and as examples of conservation success to hold up in Newswire, on the Web site and in the press. The details you provide will help us direct resources to you including new funding opportunities, and will help connect Chapters working on similar projects with each other. The report also allows Audubon to demonstrate that funds spent by Chapters are used in accordance with guidelines for non-profits set by the IRS. Finally, completion of the Annual Report form is a requirement for annual re-certification as an Audubon Chapter as described in the Audubon Chapter Policy.
Provision of annual baseline funding is also tied to the annual reporting process. An annual baseline payment will be sent in September to all Chapters who have filed the basic Annual Report by August 15, 2009. Chapters will have their baseline payments temporarily held until the forms are received, with additional payments made once a month through the fall until a final deadline of December 31, 2008 to be eligible for payment. Please let the Chapter Services Office or your State Office know if an extension is needed.
What needs to be filled out for the Chapter Annual Report?
There are three parts to this year’s Annual Report:
- Annual Report Questionnaire
- Chapter Leader Report Form (Word)
- Chapter’s Annual Plan (no form needed)
- (Optional)Additional detailed summary of the last year’s activities
- (Optional)IRS Form 990 or additional financial information
We have simplified overall reporting this year by incorporating a streamlined financial report into the questionnaire. There is no additional financial report to be filed.
Where do we get blank forms to fill out?
Links to copies of the Annual Report Questionnaire and the Chapter Leader Report Form (in Excel or Word) are provided in the section above and at the bottom of the page. To fill out the forms, click on the highlighted name of the form to open it. Please save the forms to your computer and then type information into the areas in grey (the boxes will expand as you add details). Be sure to save your work frequently as you proceed!
Is there a form to fill out for the Annual Plan? Does it need to be sent at the same time as the other forms?
There is no required form to use for the Chapter’s annual plan – please send it in whatever format is available. The document at Final Planning Guide can provide guidance on creating an annual plan. If your Chapter needs additional time to complete an annual plan, please send the questionnaire and leader report forms as soon as they are complete, and the annual plan later.
Where should the report forms be sent?
Please save a copy of each report form for your files and then send the annual Report Questionnaire, Annual Plan and Chapter Leader Report Form via email to chapterreports@audubon.org (spelled with “rr”). This year, we are asking all Chapters to send their forms to the same address, where the information will be compiled and shared directly as it is received with each state office as well as on the Chapter Resources Web site.
Can the reports and/or attachments be sent via mail or by fax?
If you are having problems emailing the forms, or if you have attachments that are not available in electronic format, please send them by fax to (800) 542-2748 or by mail to Audubon Chapter Services, Building 30, Fort Missoula Road, Missoula, MT 59804.
Who can help resolve problems with the forms?
For assistance downloading forms, troubleshooting use of the forms, or resolving any problems with emailing them, please contact your state program, email the Chapter Services Office or call (800) 542-2748.
Click here for State Office Contact Information
FORMS FOR ALL CHAPTERS:
*Please note that you have a choice of filling out an Excel or a Word form for the Chapter Leader Report Form.
If you need any of these documents in a different format, please email Chapter Services.
Thank you in advance for sharing the exciting results of your past year’s work and your Chapter’s plans for the coming year!
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