Annual Reporting Instructions

Background information on Chapter Annual Reporting may be found here.

URL for the online Chapter Reporting System: If you don't yet have an account, please contact Chapter Services.

Due Date

The FY14 (2013-2014) Chapter Annual Report is due by November 30th, 2014.

Reporting Period

The FY14 Chapter Annual Report period covers your Chapter's most recently completed fiscal year. This may match Audubon's fiscal year (July 1, 2013 - June 30, 2014) or the calendar year 2013, or cover some other time period. It should be the same fiscal year that your Chapter reports to the IRS.


The FY14 report has three components:

  • QUESTIONNAIRE - a survey of your Chapter's activities and accomplishments
  • FINANCIAL REPORT - brief report on the status of your Chapter's finances
  • ANNUAL PLAN - an uploaded document summarizing the programmatic goals and specific activities that the Chapter seeks to achieve in the COMING year (FY14 - the year following the fiscal year reported in the questionnaire and financial report). For more details, see the Guide to Chapter Planning. The FY14 annual plan may be uploaded to the website when completing the "Successes & Goals" portion of the Questionnaire or emailed as an attachment to Chapter Services.

Access to the Chapter Reporting System: If you do not yet have an account on the Chapter Reporting System, please contact Chapter Services. If you have an account but have forgotten your login information, please use your email address as the username and follow the "Forgot my Username/Password" link on the login page to reset your password.

Using the Report Forms: 

Watch an eight-minute video tutorial on YouTube (from the FY13 reporting year, but still useful) on how to use the Annual Reporting features of the Chapter Reporting System.

Log in to the Chapter Reporting System at, hover over the "Annual Reports" menu item and choose either the 2013-2014 Questionnaire or Financial Report from the dropdown menu. As you are working on either form, please save it often by clicking the save button at the bottom of the form. Once the form has been saved, you may exit and return any time to work on it again. Click the submit button only after you have completed all sections of the questionnaire or financial report to your satisfaction, as the forms will be locked for editing (in the case of accidental submission, you may contact Chapter Services to request that it be unlocked). You will be able to view and download a PDF copy of your submitted report by selecting it from the Annual Reports dropdown menu. For assistance accessing the online site, troubleshooting use of the forms, or resolving any other problems, please email Chapter Services or call (800) 542-2748.

We strongly encourage all Chapters to use the Chapter Reporting System for annual report submissions. If, however, you experience trouble working with the online forms--or if you want a worksheet to use prior to entering your data online--you may complete this Microsoft Word form. Those who prefer to complete a hard-copy report may request one from Chapter Services.

Baseline Payment

In addition to recertifying the Chapter, once the Chapter's report has been submitted and reviewed, a Baseline payment will be directly deposited to the Chapter checking account. Please let Chapter Services know right away if your Chapter's bank information has recently changed. 

Extension:  As always, if you will need an extension beyond November 30 to complete the report forms, please let us know via email or by phone (800) 542-2748.

Feedback: Many new improvements have been added to the forms this year, based on suggestions from Chapter leaders. Your feedback and suggestions for continued improvement will be greatly appreciated.