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Finance/Treasurer 

 

 

Chapter Financial Support Payment (CFSP) Program
Conference Registration Cancellation Policies/Practices/Refunds (Sample)
Conflict of Interest Policy (Sample courtesy of the IRS)
Direct Deposit Request Form
Directors' & Officers' (D&O) Insurance
D&O Liability Insurance: From whom do you need protection? (White Paper)
Form 990-N FAQs
Liability Insurance Resource (American Society of Association Executives-Endorsed)
Guide to Chapter Financial Management
IRS Determination of Tax Exempt Status for Your Chapter (PowerPoint only or Recorded Webinar) (January, 2011)  IRS Forms References in Webinar
       Form 1023 - Instructions (PDF)
       Form 1023 - Application for Filing (PDF) 
       Form 1024 - Instructions (PDF)
       Form 1024 - Application for Filing (PDF)
       Form 8718 - User Fee for Exempt Organization    
       Determination Letter Request
(PDF)
SAMPLE Income Statement and Balance Sheet
Treasurer Position Description
Whistleblower Policy (Sample courtesy of Nonprofit Risk Management Center)
  

LeadersEdge Archived Articles 
Ten Easy Ways to Maximize Chapter Revenues
Maximize Your Chapter's Revenue
Is Your Chapter or State Council in Compliance with Current IRS 990-N Filing Requirements? 
IRS Grants One-Time Extension for Filing of Form 990-N 
Sponsorship or Advertising?:  What Chapters Need to Know Before Creating an Offer 
D&O and/or Event Insurance - Necessary or Not?

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