Financial Controls and Reporting

TU is a publicly supported 501(c)(3) organized under a group exemption and because of this the IRS requires that each chapter and council under the exemption have its own employer identification number (EIN) and file its own tax forms with the IRS.

Chapter and council volunteers work hard to raise funds for conservation and related purposes, and one of the most important responsibilities of chapter and council officers is to safeguard and protect those funds so they are used for the purposes for which they were raised. The resources in this section are designed to help you set up systems to safeguard those funds and other chapter and council assets, and ensure your chapter or council is in compliance with TU and IRS reporting regulations.

Financial and Property Controls Policy

Personal Property Inventory Sample Spreadsheet

Fiscal Year Change Process Information

Filing the TU Annual Financial Report

Securely Processing Credit Cards

Federal Tax Filing Requirements

State Filing Requirements


TU Volunteer Leaders trainings are a powerful way to connect with resources, learn from fellow volunteers and grow your impact locally. Join us for the following in-person and online events:

In-Person Trainings:

2020 Annual Meeting
TBD Online Event Planned

2021 Northeast Regional Rendezvous
June 26-28 – Connecticut


Online Trainings:
View recordings of past webinars online at Online webinars are held at 8 p.m. EST unless otherwise noted.

June 4 – Planning for the Fall: What Activities Work Best (8PM)

June 9 – Tactical Succession Planning (8PM)

June 15 – Council Chair & Vice Chair Roundtable (5PM)

June 22 – Leaders Only Tools Section: Fedback from Volunteers (2PM)

June 23 – State of Eastern TU: Stories of Impact from the Field (8PM)


Your Volunteer Operations Staff is here to help! 

Nick Halle
Volunteer Operations Coordinator
(703) 284-9425
Contact Nick for:

  • Volunteer Leader Login Issues
  • Insurance Requests / Questions
  • Fundraising Program & Support
  • Membership Recruitment Tools
  • L.L. Bean Rod Donations

Lisa Beranek

Leadership Development Manager
(907) 205-0974
Contact Lisa for:

  • Leadership Recruitment & Development
  • Embrace A Stream Grants Program
  • Strategic Planning Support
  • Diversity Event Planning