Clubs & Affiliate Groups
Annual Forms
Club Annual Report: Forms A-C
Each year, the current or outgoing club president is expected to complete the Summary of Meetings and Activities and the Slate of Officers forms by July 31.
To download and/or print hardcopies, click on each individual PDF form below:
Club Annual Financial Report
The Internal Revenue Service requires all Alumnae Association affiliates to either file their own information return, or participate in the Alumnae Association’s annual group return. Each Alumnae Association affiliate must submit its financial information annually on the forms provided by the Alumnae Association; we consolidate all of this data and use it to complete the group return. Each year, the current or outgoing club treasurer (or club president, if there is no treasurer) is expected to complete an annual financial report by July 31.
Clubs that do not participate in the Alumnae Association’s group filing by providing the requested financial information in a timely manner must file their own IRS return. Every affiliate is required by the IRS to file at least the Form 990-EZ, regardless of size or level of activity/inactivity. Failure to meet annual filing requirements for three consecutive years will result in the IRS revoking tax-exempt status.
› Form C (PDF)
You will need Adobe Reader to download and print this PDF file. To download a free copy, go to Adobe.com.
›Form C (Excel)
To fill out this form fill in any of the yellow spaces and the spreadsheet will calculate the math for you.





