ACEP ID:
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