Annual Reporting

Background

The Annual Report is the primary vehicle for sharing your accomplishments with National Audubon. 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 successes to share with other Chapters, Audubon’s Board of Directors, staff and members, and the public. 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.

Baseline Funding

Provision of annual Baseline funding is also tied to the annual reporting process. Baseline payments are generally made in the month following receipt of all completed report components. The complete report must be received by November 30th for the Chapter to be eligible for payment. Please let the Chapter Services Office or your State Office know if an extension is needed.

Reporting Period

The period on which you are asked to report is your most recently completed fiscal year as of July 1st. We do not require Chapters to have the same fiscal year as National Audubon (July 1 - June 30), so if you operate on a different fiscal year (e.g., Jan 1 - Dec 30), please report on that period.

Report Components

There are typically three parts to the Chapter Annual Report:

• Questionnaire - 40-50 questions on your activities during the previous fiscal year
• Financial Report - basic financial information for the previous fiscal year
• Annual Plan - plan for the coming year

Chapter Annual Report Forms

Instructions for completing the report for your Chapter's most recently completed fiscal year.

Chapter Leader Report

The Chapter Leader Report (CLR) is a current listing of all Chapter staff, officers, board members and committee chairs. The CLR used to be a required component of the Chapter Annual Report; however, we are now requesting the CLR as soon as Chapter elections have been held and committee chairs have been selected. Any time a change occurs in a leader’s position or contact information throughout the following year, please update the Chapter Services Office in a timely manner. It isn't necessary to fill out a new form for just a few updates--simply email or call them in to Chapter Services.