Financial Controls and Reporting

TU is a publicly supported 501(c)(3) organized under a group exemption and because of this the IRS requires that each chapter and council under the exemption have its own employer identification number (EIN) and file its own tax forms with the IRS.

Chapter and council volunteers work hard to raise funds for conservation and related purposes, and one of the most important responsibilities of chapter and council officers is to safeguard and protect those funds so they are used for the purposes for which they were raised. The resources in this section are designed to help you set up systems to safeguard those funds and other chapter and council assets, and ensure your chapter or council is in compliance with TU and IRS reporting regulations.

Financial and Property Controls Policy

Personal Property Inventory Sample Spreadsheet

Filing the TU Annual Activity Report

Securely Processing Credit Cards

Federal Tax Filing Requirements

Unrelated Business Income Tax (UBIT)

State Filing Requirements

Charitable Solicitation Registration – Training Video