Financial Review for Clubs - Due June 1

The 2022-2023 Texas 4-H Chartering Process has officially started.  Please see the following documents for chartering instructions. Financial Review paperwork is due to the office by June 1 so an audit can be done. All 4-H clubs or groups with a bank account under the Texas 4-H Inc 501(c)(3) umbrella, must complete an annual financial review in order to maintain their charter status. This annual review should be based on the past twelve-months at time of review because of the chartering timeline. 

2022-2023 Texas 4-H Chartering Instructions

Financial Review Instructions

Financial Review Sheet

Club Chartering Information

Chartering: Below you will find instructions and the chartering agreement

Clubs without finances

*Fill out the chartering agreement and send it to the office, we will then review, sign, and send back to you.
*Complete Chartering on 4-H connect by June 25 for your club to appear on 4-H connect during early registration in August. ( We suggest completing early so you have time to correct any issues)

Clubs with Finances/bank account in the 2020/2021 year

*We will email you next week to let you know when you can pick up your club bank information and the signed Financial Review Form. This form will need to be uploaded with your charter agreement by June 25.

Chartering Instructions: Link

2021-2022 Charter Agreement: Link

Club Chartering Information

Chartering: Below you will find instructions and the chartering agreement

Clubs without finances

*Fill out the chartering agreement and send it back to me, I will then review, sign, and send back to you.
*Complete Chartering on 4-H connect by July 1 for your club to appear on 4-H connect during early registration in August. ( I suggest completing early so you have time to correct any issues)

Clubs with Finances/bank account in the 2019/2020 year

* I am still waiting on guidance for finance reviews. I will get you information no later than the end of next week.

Chartering Instructions: Link

Chartering Process & Timeline: Link

2020-2021 Charter Agreement: Link

2018-2019 IRS Filing Instructions for Texas 4-H Club/Group 990 Forms

TIME SENSITIVE INFORMATION: THE DEADLINE FOR IRS FILING FOR ALL 4-H CLUBS/GROUPS IS DECEMBER 20, 2019  

THE PROCESS OF FILING AN IRS 990 FORM IS REQUIRED OF EVERY 4-H CLUB/GROUP THAT HAS AN ACTIVE EIN, REGARDLESS IF THE CLUB/GROUP IS MANAGING ANY MONEY.  

August 31st ended the fiscal year for all 4-H clubs and groups in Texas that are under the Texas 4-H, Inc. umbrella. With the end of the fiscal year, comes the requirement for ALL Texas 4-H, Inc. clubs and groups to file their annual information return (Form 990-N, 990 or 990-EZ). 

Due to the IRS website being down for maintenance every year in January, our deadline for clubs filing under Texas 4-H Inc. is December 20, 2019. However, you can file NOW! You do not have to wait. Any club or group that does not have a successful filing by that date could potentially be in jeopardy of having their EIN revoked by the IRS. Filing a club or group annual information return is accomplished by each club or group manager and treasurer working with County Extension Agents to complete and file an IRS Form 990.

 

Link to 990-N User Guide: User Guide